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Portfolio (Quarterly) Guide ↗

Transcendent Capital Group LLC

· CIK 0002013703
13F Portfolio $221M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 117 New
Page 3 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XBI STATE STREET SPDR S&P BIOTECH ETF 15,152.0 $1.8M 0.84% NEW $121.93 +9.7%
42 SHLD GLOBAL X DEFENSE TECH ETF 28,311.0 $1.8M 0.83% NEW $64.79 +3.1%
43 RDDT REDDIT INCORPORATED CLASS A Communication Services 7,939.0 $1.8M 0.83% NEW $229.87 -31.9%
44 SOXX ISHARES TR ISHARES SEMICDTR 5,588.0 $1.7M 0.76% NEW $301.17 +84.9%
45 BLV VANGUARD LONG-TERM BOND ETF 24,181.0 $1.7M 0.76% NEW $69.52 -1.6%
46 AMZN AMAZON COM INCORPORATED Consumer Cyclical 6,740.0 $1.6M 0.70% NEW $230.82 +16.5%
47 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 13,968.0 $1.4M 0.65% NEW $101.98 +17.8%
48 AVGO BROADCOM INCORPORATED Technology 3,602.0 $1.2M 0.56% NEW $346.05 +21.4%
49 OGE OGE ENERGY CORPORATION Utilities 28,641.0 $1.2M 0.55% NEW $42.70 +12.5%
50 BSV VANGUARD SHORT-TERM BOND ETF 14,380.0 $1.1M 0.51% NEW $78.81 -1.0%
51 BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 1,970.0 $990K 0.45% NEW $502.65
52 CAT CATERPILLAR INCORPORATED Industrials 1,573.0 $901K 0.41% NEW $572.87 +54.9%
53 SHV ISHARES 0-1 YEAR TREASURY BOND ETF 8,054.0 $887K 0.40% NEW $110.15 +0.2%
54 ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 29,877.0 $877K 0.40% NEW $29.36 -0.9%
55 SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF 18,017.0 $865K 0.39% NEW $47.99 -0.4%
56 MUNI PIMCO INTERMEDIATE MUNI BOND ACTIVE EXCHANGE-TRADED FUND 16,123.0 $845K 0.38% NEW $52.41 -0.2%
57 GLD SPDR GOLD SHARES Financial Services 2,095.0 $830K 0.38% NEW $396.31 +2.6%
58 IJT ISHARES TR S&P SML 600 GWT 5,859.0 $827K 0.37% NEW $141.15 +15.6%
59 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 8,217.0 $825K 0.37% NEW $100.34 +0.4%
60 TFI STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF 17,670.0 $808K 0.37% NEW $45.71 -0.5%
Page 3 of 6  ·  117 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 53.3%
Financial Services 19.9%
Communication Services 7.0%
Industrials 5.0%
Consumer Defensive 4.3%
Consumer Cyclical 4.1%
Utilities 2.4%
Healthcare 2.0%
Energy 2.0%