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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 37 of 41  ·  815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 BKDV BNY MELLON DYNAMIC VALUE ETF 6,976.0 $234K 0.02% NEW $33.49 +4.1%
722 LYV LIVE NATION ENTERTAINMENT INC COM Communication Services 1,275.0 $233K 0.02% NEW $183.13 -0.7%
723 THG HANOVER INS GROUP INC COM Financial Services 1,089.0 $233K 0.02% NEW $214.12 +4.2%
724 SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 4,503.0 $233K 0.02% NEW $51.78 +1.2%
725 PSA PUBLIC STORAGE COM Real Estate 725.0 $231K 0.02% NEW $318.49 +1.3%
726 GTLB GITLAB INC CLASS A COM Technology 7,556.0 $231K 0.02% NEW $30.53 +36.5%
727 CLDX CELLDEX THERAPEUTICS INC NEW COM NEW Healthcare 6,196.0 $231K 0.02% -415.0 -6.3% $37.21 +8.5%
728 QSR RESTAURANT BRANDS INTL INC COM Consumer Cyclical 3,178.0 $230K 0.02% NEW $72.51 +11.5%
729 PCTY PAYLOCITY HLDG CORP COM Technology 2,196.0 $230K 0.01% NEW $104.53 +46.7%
730 OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 3,340.0 $229K 0.01% $68.54 +3.1%
731 CRUS CIRRUS LOGIC INC COM Technology 1,537.0 $228K 0.01% +60.0 +4.1% $148.53 -22.4%
732 DXCM DEXCOM INC COM Healthcare 3,381.0 $228K 0.01% NEW $67.35 +37.1%
733 DINO HF SINCLAIR CORP COM Energy 3,269.0 $228K 0.01% NEW $69.65 +39.7%
734 CEREBRAS SYSTEMS INC COM CL A 1,028.0 $227K 0.01% NEW $221.00
735 CPRT COPART INC COM Industrials 8,039.0 $227K 0.01% NEW $28.19 +19.9%
736 KEY KEYCORP COM Financial Services 9,821.0 $226K 0.01% NEW $23.05 -5.1%
737 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 2,590.0 $226K 0.01% NEW $87.22 +10.5%
738 SON SONOCO PRODS CO COM Consumer Cyclical 3,994.0 $225K 0.01% -130.0 -3.1% $56.35 +5.6%
739 NDAQ NASDAQ INC COM Financial Services 2,846.0 $224K 0.01% +46.0 +1.6% $78.82 +24.6%
740 BMRN BIOMARIN PHARMACEUTICAL INC COM Healthcare 3,912.0 $224K 0.01% NEW $57.22 +16.6%
Page 37 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%