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Portfolio (Quarterly) Guide ↗

TRANSCEND CAPITAL ADVISORS, LLC

· CIK 0001776082
13F Portfolio $1.5B AUM 818 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 148 New 354 Added 222 Reduced 54 Exited
Page 30 of 41  ·  815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 EXEL EXELIXIS INC COM Healthcare 6,283.0 $342K 0.02% +661.0 +11.8% $54.41 +0.3%
582 PCAR PACCAR INC COM Industrials 2,816.0 $338K 0.02% +1K +61.6% $120.12 +7.9%
583 TLT ISHARES 20 YEAR TREASURY BOND ETF 3,909.0 $338K 0.02% +298.0 +8.2% $86.42 -4.4%
584 CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 7,980.0 $338K 0.02% $42.33 -4.7%
585 CNOB CONNECTONE BANCORP INC COM Financial Services 10,099.0 $338K 0.02% +87.0 +0.9% $33.44 -3.4%
586 BCSF BAIN CAP SPECIALTY FIN INC COM STK Financial Services 26,813.0 $336K 0.02% $12.52 -3.6%
587 LITE LUMENTUM HLDGS INC COM Technology 391.0 $335K 0.02% NEW $857.31 -2.7%
588 ITB ISHARES U.S. HOME CONSTRUCTION ETF 3,205.0 $335K 0.02% -5K -58.7% $104.48 -6.8%
589 FELG FIDELITY ENHANCED LARGE CAP GROWTH ETF 7,646.0 $334K 0.02% $43.75 -0.6%
590 EQT EQT CORP COM Energy 6,288.0 $334K 0.02% +962.0 +18.1% $53.17 +1.5%
591 KDP KEURIG DR PEPPER INC COM Consumer Defensive 10,175.0 $333K 0.02% -713.0 -6.5% $32.73 -0.8%
592 IYE ISHARES U.S. ENERGY ETF 5,868.0 $332K 0.02% $56.59 +17.7%
593 IWY ISHARES RUSSELL TOP 200 GROWTH ETF 1,136.0 $330K 0.02% $290.62 -2.5%
594 CAH CARDINAL HEALTH INC COM Healthcare 1,384.0 $329K 0.02% -703.0 -33.7% $237.53 -3.2%
595 WAL WESTERN ALLIANCE BANCORP COM Financial Services 3,964.0 $326K 0.02% NEW $82.20 -4.2%
596 VIS VANGUARD INDUSTRIALS ETF 901.0 $325K 0.02% $360.44 -5.1%
597 WWD WOODWARD INC COM Industrials 759.0 $323K 0.02% -45.0 -5.6% $425.44 -21.6%
598 AA ALCOA CORP COM Basic Materials 6,191.0 $323K 0.02% -505.0 -7.5% $52.14 -4.6%
599 AMG AFFILIATED MANAGERS GROUP COM Financial Services 949.0 $321K 0.02% $338.46 +6.0%
600 HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 7,878.0 $320K 0.02% $40.65 -0.3%
Page 30 of 41  ·  815 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.3%
Financial Services 22.4%
Healthcare 11.6%
Industrials 8.0%
Consumer Cyclical 7.5%
Communication Services 4.7%
Consumer Defensive 3.5%
Utilities 2.7%
Energy 2.5%
Real Estate 1.9%