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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 7 of 41  ·  815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IWM ISHARES RUSSELL 2000 ETF 7,644.0 $2.3M 0.15% -724.0 -8.7% $300.43 -0.2%
122 APH AMPHENOL CORP CL A Technology 12,827.0 $2.3M 0.15% +2K +20.4% $176.32 -11.0%
123 IWF ISHARES RUSSELL 1000 GROWTH ETF 18,125.0 $2.3M 0.15% +13K +272.4% $124.17 -1.4%
124 FDX FEDEX CORP COM Industrials 7,136.0 $2.2M 0.15% +544.0 +8.2% $313.14 +3.8%
125 VBK VANGUARD SMALL-CAP GROWTH ETF 6,110.0 $2.2M 0.15% $365.69 -1.9%
126 VONG VANGUARD RUSSELL 1000 GROWTH ETF 17,426.0 $2.2M 0.15% $127.81 -1.4%
127 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 20,620.0 $2.2M 0.15% -2K -10.7% $107.13 +4.0%
128 SDY STATE STREET SPDR S&P DIVIDEND ETF 14,500.0 $2.2M 0.15% $152.18 +4.1%
129 FIX COMFORT SYS USA INC COM Industrials 1,113.0 $2.2M 0.15% +226.0 +25.5% $1981.90 -16.5%
130 DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 32,218.0 $2.2M 0.15% -350.0 -1.1% $68.01 +1.6%
131 SPGP INVESCO S&P 500 GARP ETF 17,896.0 $2.2M 0.15% $122.29 +4.2%
132 TJX TJX COS INC NEW COM Consumer Cyclical 14,220.0 $2.2M 0.14% -3K -19.4% $151.50 -7.3%
133 TEL TE CONNECTIVITY PLC ORD SHS Technology 10,672.0 $2.2M 0.14% -462.0 -4.2% $201.61 +1.0%
134 C CITIGROUP INC COM NEW Financial Services 15,129.0 $2.1M 0.14% -434.0 -2.8% $139.96 -5.9%
135 UCON FIRST TRUST SMITH UNCONSTRAINED BOND ETF 84,941.0 $2.1M 0.14% -5K -5.4% $24.88 -1.3%
136 WDC WESTERN DIGITAL CORP COM Technology 3,300.0 $2.1M 0.14% +285.0 +9.4% $638.71 -28.1%
137 IVE ISHARES S&P 500 VALUE ETF 9,210.0 $2.1M 0.14% -2K -17.3% $227.05 +4.5%
138 IEUR ISHARES CORE MSCI EUROPE ETF 27,705.0 $2.1M 0.14% +6K +25.1% $75.17 +4.3%
139 KFY KORN FERRY COM NEW Industrials 31,271.0 $2.1M 0.14% +236.0 +0.8% $66.58 +27.8%
140 CAT CATERPILLAR INC COM Industrials 1,926.0 $2.1M 0.14% +173.0 +9.9% $1065.05 -22.3%
Page 7 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%