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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 34 of 41  ·  815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 WEC WEC ENERGY GROUP INC COM Utilities 2,355.0 $275K 0.02% NEW $116.77 -8.8%
662 VFC V F CORP COM Consumer Cyclical 16,463.0 $275K 0.02% +6K +64.5% $16.68 -14.3%
663 AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 4,180.0 $274K 0.02% NEW $65.61 -4.6%
664 DIHP DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF 8,030.0 $274K 0.02% -331.0 -4.0% $34.12 +4.4%
665 FTV FORTIVE CORP COM Technology 4,464.0 $273K 0.02% -1K -19.8% $61.09 -1.0%
666 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 3,031.0 $272K 0.02% NEW $89.85 +4.2%
667 AVUS AVANTIS U.S. EQUITY ETF 2,120.0 $272K 0.02% $128.08 +1.7%
668 FIVE FIVE BELOW INC COM Consumer Cyclical 1,510.0 $271K 0.02% +155.0 +11.4% $179.79 +43.6%
669 AYI ACUITY INC COM Industrials 716.0 $270K 0.02% NEW $376.66 -10.3%
670 TW TRADEWEB MKTS INC CL A Financial Services 2,694.0 $268K 0.02% +87.0 +3.3% $99.66 +8.4%
671 BIV VANGUARD INTERMEDIATE-TERM BOND ETF 3,500.0 $268K 0.02% -211.0 -5.7% $76.70 -1.5%
672 NVT NVENT ELEC PLC SHS Industrials 1,572.0 $267K 0.02% NEW $169.61 -10.0%
673 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 2,016.0 $265K 0.02% NEW $131.58 +5.1%
674 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 2,871.0 $264K 0.02% -4K -57.4% $92.09 -1.8%
675 ODFL OLD DOMINION FREIGHT LINE INC COM Industrials 1,219.0 $264K 0.02% -1K -54.4% $216.59 -6.9%
676 CGBD CARLYLE SECURED LENDING INC COM Financial Services 25,015.0 $263K 0.02% $10.53 +8.0%
677 KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A Industrials 3,379.0 $263K 0.02% NEW $77.88 -11.1%
678 RRX REGAL REXNORD CORPORATION COM Industrials 1,104.0 $263K 0.02% -299.0 -21.3% $238.27 -32.4%
679 SYF SYNCHRONY FINANCIAL COM Financial Services 3,435.0 $261K 0.02% -860.0 -20.0% $76.05 +5.8%
680 DECK DECKERS OUTDOOR CORP COM Consumer Cyclical 2,628.0 $261K 0.02% -555.0 -17.4% $99.29 -7.9%
Page 34 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%