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Portfolio (Quarterly) Guide ↗

Transcendent Capital Group LLC

· CIK 0002013703
13F Portfolio $257M AUM 128 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 42 Added 28 Reduced 10 Exited
Page 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IJS ISHARES TR SP SMCP600VL ETF 29,751.0 $4.1M 1.58% NEW $136.68 +0.6%
2 AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY 59,204.0 $3.9M 1.51% NEW $65.61 -2.0%
3 IWM ISHARES TR RUSSELL 2000 ETF 12,747.0 $3.8M 1.49% NEW $300.45 -1.5%
4 TER TERADYNE INC Technology 4,438.0 $2.1M 0.83% NEW $483.84 -26.2%
5 ARKG ARK GENOMIC REVOLUTION ETF 50,957.0 $2.1M 0.83% NEW $42.06 +12.1%
6 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 11,477.0 $2.1M 0.83% NEW $185.23 -5.4%
7 KBWB INVESCO KBW BANK ETF 22,146.0 $2.1M 0.80% NEW $92.98 +5.0%
8 CIBR FIRST TRUST NASDAQ CEA CYBERSECURITY ETF 22,683.0 $2.0M 0.79% NEW $89.85 +5.3%
9 SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF 29,240.0 $2.0M 0.77% NEW $67.56 -1.6%
10 ITB ISHARES TR US HOME CONS ETF 18,714.0 $2.0M 0.76% NEW $104.48 -10.1%
11 SIMO SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR Technology 4,296.0 $1.4M 0.56% NEW $333.34 -23.1%
12 LLY ELI LILLY & COMPANY Healthcare 825.0 $990K 0.39% NEW $1199.43 -4.3%
13 NTAP NETAPP INCORPORATED Technology 5,447.0 $843K 0.33% NEW $154.76 +19.9%
14 AVT AVNET INCORPORATED Technology 7,021.0 $624K 0.24% NEW $88.82 +3.6%
15 PII POLARIS INCORPORATED Consumer Cyclical 7,784.0 $533K 0.21% NEW $68.44 -8.6%
16 MRVL MARVELL TECHNOLOGY INCORPORATED Technology 1,735.0 $517K 0.20% NEW $297.89 -25.0%
17 BK BANK OF NY MELLON CORPORATION Financial Services 3,280.0 $474K 0.18% NEW $144.60 -1.9%
18 AZZ AZZ INCORPORATED Industrials 2,763.0 $428K 0.17% NEW $155.05 -9.7%
19 PSI INVESCO SEMICONDUCTORS ETF 2,095.0 $393K 0.15% NEW $187.82 -27.6%
20 ASML ASML HOLDING NV (NETHERLANDS) Technology 173.0 $344K 0.13% NEW $1989.44 -13.8%
Page 1 of 2  ·  26 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 55.3%
Financial Services 22.4%
Industrials 4.8%
Energy 4.6%
Consumer Cyclical 4.5%
Consumer Defensive 4.1%
Utilities 2.4%
Healthcare 1.8%