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Portfolio (Quarterly) Guide ↗

Transcendent Capital Group LLC

· CIK 0002013703
13F Portfolio $219M AUM 112 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 34 Added 38 Reduced 17 Exited
Page 4 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 34,402.0 $664K 0.30% NEW $19.30 +0.2%
62 CGNG CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF 20,993.0 $663K 0.30% +8K +64.3% $31.57 +16.3%
63 AGG ISHARES TR CORE US AGGBD ET 6,568.0 $652K 0.30% +4K +148.6% $99.27 -0.5%
64 VB VANGUARD SMALL-CAP ETF 2,486.0 $651K 0.30% -25.0 -1.0% $261.89 +11.7%
65 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 12,980.0 $624K 0.28% +3K +29.1% $48.05 +0.4%
66 VTI VANGUARD TOTAL STOCK MARKET ETF 1,942.0 $623K 0.28% -134.0 -6.5% $320.81 +15.1%
67 CASY CASEYS GENERAL STORES INCORPORATED Consumer Cyclical 809.0 $589K 0.27% +68.0 +9.2% $727.86 +7.8%
68 YLD PRINCIPAL ACTIVE HIGH YIELD ETF 30,244.0 $573K 0.26% +17K +125.4% $18.96 +0.5%
69 CGMU CAPITAL GROUP FXD INCOME ETF MUN INCOME ETF 20,499.0 $557K 0.25% $27.15 +0.8%
70 AOR ISHARES TR CORE 60/40 BALAN 8,593.0 $553K 0.25% +2K +25.8% $64.35 +7.7%
71 GOOG ALPHABET INCORPORATED CAP STK CLASS C Communication Services 1,920.0 $551K 0.25% $286.86 +34.2%
72 NOG NORTHERN OIL & GAS INCORPORATED Energy 18,374.0 $537K 0.24% NEW $29.23 -27.0%
73 XOM EXXON MOBIL CORPORATION Energy 3,153.0 $535K 0.24% $169.63 -11.7%
74 AMAT APPLIED MATLS INCORPORATED Technology 1,449.0 $495K 0.23% $341.79 +31.1%
75 NVT NVENT ELEC PLC SHS (IRELAND) Industrials 4,183.0 $495K 0.23% NEW $118.28 +41.9%
76 COP CONOCOPHILLIPS Energy 3,707.0 $489K 0.22% +156.0 +4.4% $131.99 -12.8%
77 IGIB ISHARES TR ISHS 5-10YR INVT 8,805.0 $469K 0.21% $53.22 -0.2%
78 BMY BRISTOL-MYERS SQUIBB COMPANY Healthcare 7,461.0 $453K 0.21% +2K +26.5% $60.65 -5.2%
79 COHR COHERENT CORPORATION Technology 1,815.0 $432K 0.20% -1K -45.2% $238.21 +59.6%
80 ALLIANZIM U S EQUITY BUFFER15 UNCAPPED JULY ETF 14,674.0 $419K 0.19% -3K -16.4% $28.55
Page 4 of 6  ·  112 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 49.9%
Financial Services 17.5%
Energy 9.0%
Consumer Defensive 6.6%
Industrials 5.1%
Consumer Cyclical 4.2%
Utilities 3.2%
Healthcare 2.5%
Communication Services 1.9%