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Portfolio (Quarterly) Guide ↗

TRANSCEND CAPITAL ADVISORS, LLC

· CIK 0001776082
13F Portfolio $1.2B AUM 723 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 98 New 315 Added 241 Reduced 63 Exited
Page 35 of 37  ·  721 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 RMD RESMED INC COM Healthcare 908.0 $204K 0.02% NEW $224.48 -8.2%
682 NTRS NORTHERN TR CORP COM Financial Services 1,458.0 $203K 0.02% NEW $139.56 +20.3%
683 LPLA LPL FINL HLDGS INC COM Financial Services 676.0 $203K 0.02% +62.0 +10.1% $300.85 -9.8%
684 SKY CHAMPION HOMES INC COM Consumer Cyclical 2,733.0 $203K 0.02% $74.37 -0.3%
685 CGW INVESCO S&P GLOBAL WATER INDEX ETF 3,175.0 $203K 0.02% $63.93 -1.6%
686 PCAR PACCAR INC COM Industrials 1,743.0 $201K 0.02% NEW $115.50 -2.8%
687 OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 3,337.0 $201K 0.02% $60.13 +13.9%
688 AXS AXIS CAP HLDGS LTD SHS Financial Services 1,976.0 $200K 0.02% +47.0 +2.4% $101.41 -5.7%
689 PGX INVESCO PREFERRED ETF 18,346.0 $200K 0.02% -4K -17.8% $10.88 +1.3%
690 KVUE KENVUE INC COM Consumer Defensive 11,445.0 $197K 0.02% NEW $17.24 +2.6%
691 SPY CALL STATE STREET SPDR S&P 500 ETF Financial Services 300.0 $195K 0.02% $650.34 +15.4%
692 CNH INDL N V SHS 17,236.0 $190K 0.01% -243.0 -1.4% $11.00
693 ARCC ARES CAPITAL CORP COM Financial Services 10,424.0 $188K 0.01% $18.02 +4.7%
694 NVCR NOVOCURE LTD ORD SHS Healthcare 15,676.0 $171K 0.01% NEW $10.90 +55.9%
695 VFC V F CORP COM Consumer Cyclical 10,006.0 $170K 0.01% NEW $16.99 +2.5%
696 SOFI SOFI TECHNOLOGIES INC COM Financial Services 10,637.0 $169K 0.01% -336.0 -3.1% $15.88 +1.8%
697 KD KYNDRYL HLDGS INC COMMON STOCK Technology 12,823.0 $168K 0.01% +613.0 +5.0% $13.12 -10.3%
698 DAPP VANECK DIGITAL TRANSFORMATION ETF 11,229.0 $168K 0.01% NEW $14.92 +50.5%
699 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 10,318.0 $161K 0.01% NEW $15.65 +2.4%
700 AQST AQUESTIVE THERAPEUTICS INC COM Healthcare 37,928.0 $157K 0.01% NEW $4.15 -3.6%
Page 35 of 37  ·  721 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 29.4%
Financial Services 24.3%
Healthcare 11.6%
Consumer Cyclical 7.6%
Industrials 7.2%
Communication Services 6.3%
Energy 4.5%
Consumer Defensive 3.6%
Basic Materials 2.0%
Utilities 2.0%