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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 3 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 11,477.0 $2.1M 0.83% NEW $185.23 -5.4%
42 GSY INVESCO ULTRA SHORT DURATION ETF 41,265.0 $2.1M 0.81% -8K -15.8% $50.15 -0.0%
43 KBWB INVESCO KBW BANK ETF 22,146.0 $2.1M 0.80% NEW $92.98 +5.0%
44 CIBR FIRST TRUST NASDAQ CEA CYBERSECURITY ETF 22,683.0 $2.0M 0.79% NEW $89.85 +5.3%
45 IJT ISHARES TR S&P SML 600 GWT 11,353.0 $2.0M 0.79% +3K +34.5% $178.60 -4.6%
46 USFR THE WISDOMTREE TRUST FLTG RATE TREASURY FUND 39,800.0 $2.0M 0.78% -121K -75.2% $50.35 +0.1%
47 SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF 29,240.0 $2.0M 0.77% NEW $67.56 -1.6%
48 ITB ISHARES TR US HOME CONS ETF 18,714.0 $2.0M 0.76% NEW $104.48 -10.1%
49 AMAT APPLIED MATLS INCORPORATED Technology 2,585.0 $1.9M 0.73% +1K +78.4% $723.00 -37.1%
50 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 13,892.0 $1.7M 0.67% $124.76 +1.7%
51 BLV VANGUARD LONG-TERM BOND ETF 23,698.0 $1.6M 0.64% -269.0 -1.1% $68.93 -4.5%
52 CAT CATERPILLAR INCORPORATED Industrials 1,447.0 $1.5M 0.60% $1064.90 -23.6%
53 TBIL F/M US TREASURY 3 MONTH BILL FUND - ETF 29,087.0 $1.5M 0.56% $49.86 +0.1%
54 PLTR PALANTIR TECHNOLOGIES INC Technology 12,288.0 $1.4M 0.56% +295.0 +2.5% $116.67 +49.4%
55 SIMO SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR Technology 4,296.0 $1.4M 0.56% NEW $333.34 -23.1%
56 OGE OGE ENERGY CORPORATION Utilities 27,596.0 $1.3M 0.52% $48.66 -3.6%
57 AVGO BROADCOM INCORPORATED Technology 3,407.0 $1.3M 0.50% +105.0 +3.2% $377.76 -5.3%
58 BOXX EA SER TR ALPHA ARCHITECT 1-3 MONTH BOX 10,249.0 $1.2M 0.47% -49K -82.7% $117.09 +0.9%
59 AMZN AMAZON COM INCORPORATED Consumer Cyclical 4,901.0 $1.2M 0.45% $238.34 +8.5%
60 BSV VANGUARD SHORT-TERM BOND ETF 13,946.0 $1.1M 0.42% -394.0 -2.8% $77.91 -0.9%
Page 3 of 7  ·  128 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%