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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 4 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LLY ELI LILLY & COMPANY Healthcare 825.0 $990K 0.39% NEW $1199.43 -4.3%
62 CGNG CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF 26,272.0 $984K 0.38% +5K +25.1% $37.46 -0.5%
63 BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 1,836.0 $919K 0.36% $500.39
64 SHV ISHARES 0-1 YEAR TREASURY BOND ETF 8,083.0 $892K 0.35% $110.34 -0.2%
65 ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 29,877.0 $874K 0.34% $29.24 -1.5%
66 SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF 18,023.0 $864K 0.34% -92.0 -0.5% $47.97 -0.9%
67 NTAP NETAPP INCORPORATED Technology 5,447.0 $843K 0.33% NEW $154.76 +19.9%
68 MUNI PIMCO INTERMEDIATE MUNI BOND ACTIVE EXCHANGE-TRADED FUND 15,891.0 $836K 0.33% -221.0 -1.4% $52.60 -2.8%
69 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 8,255.0 $832K 0.32% $100.81 -0.3%
70 TFI STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF 17,434.0 $798K 0.31% -211.0 -1.2% $45.80 -3.4%
71 GLD SPDR GOLD SHARES Financial Services 2,156.0 $794K 0.31% +27.0 +1.3% $368.38 +10.4%
72 BILS STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 7,626.0 $758K 0.29% $99.38 -0.2%
73 VB VANGUARD SMALL-CAP ETF 2,490.0 $755K 0.29% $303.10 -1.0%
74 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 39,402.0 $753K 0.29% +5K +14.5% $19.12 +12.4%
75 COHR COHERENT CORPORATION Technology 1,892.0 $746K 0.29% +77.0 +4.2% $394.47 -28.5%
76 OKE ONEOK INCORPORATED NEW Energy 8,464.0 $736K 0.29% +177.0 +2.1% $86.94 +9.8%
77 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 14,675.0 $711K 0.28% +2K +13.1% $48.43 -2.0%
78 NVT NVENT ELEC PLC SHS (IRELAND) Industrials 4,148.0 $704K 0.27% -35.0 -0.8% $169.61 -8.0%
79 VTI VANGUARD TOTAL STOCK MARKET ETF 1,871.0 $692K 0.27% -71.0 -3.7% $370.04 +2.6%
80 GOOG ALPHABET INCORPORATED CAP STK CLASS C 1,920.0 $678K 0.26% $353.33
Page 4 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%