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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 5 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AGG ISHARES TR CORE US AGGBD ET 6,691.0 $662K 0.26% +123.0 +1.9% $98.99 -2.0%
82 CASY CASEYS GENERAL STORES INCORPORATED Consumer Cyclical 823.0 $654K 0.25% +14.0 +1.7% $794.79 -4.9%
83 YLD PRINCIPAL ACTIVE HIGH YIELD ETF 33,060.0 $631K 0.24% +3K +9.3% $19.08 -1.0%
84 AVT AVNET INCORPORATED Technology 7,021.0 $624K 0.24% NEW $88.82 +3.6%
85 AOR ISHARES TR CORE 60 BALA ETF 8,623.0 $599K 0.23% $69.50 +0.8%
86 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS (IRELAND) Technology 613.0 $592K 0.23% $965.74 -12.1%
87 CGMU CAPITAL GROUP FXD INCOME ETF MUN INCOME ETF 20,392.0 $560K 0.22% -107.0 -0.5% $27.47 -2.5%
88 PII POLARIS INCORPORATED Consumer Cyclical 7,784.0 $533K 0.21% NEW $68.44 -8.6%
89 MRVL MARVELL TECHNOLOGY INCORPORATED Technology 1,735.0 $517K 0.20% NEW $297.89 -25.0%
90 IYW ISHARES TR U.S. TECH ETF 2,035.0 $513K 0.20% +151.0 +8.0% $252.24 +0.4%
91 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN) Technology 1,004.0 $479K 0.19% $477.54 -10.2%
92 VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 695.0 $477K 0.19% +88.0 +14.5% $686.82 +3.1%
93 BK BANK OF NY MELLON CORPORATION Financial Services 3,280.0 $474K 0.18% NEW $144.60 -1.9%
94 IGIB ISHARES TR ISHS 5-10YR INVT 8,817.0 $469K 0.18% $53.17 -2.5%
95 CGBL CAPITAL GROUP CORE BALANCED ETF 12,056.0 $458K 0.18% +1K +11.3% $37.96 +0.4%
96 EFA ISHARES TR MSCI EAFE ETF 4,331.0 $450K 0.17% +32.0 +0.7% $103.89 +4.3%
97 CSCO CISCO SYSTEMS INCORPORATED Technology 3,674.0 $432K 0.17% $117.46 -7.0%
98 ALLIANZIM U S EQUITY BUFFER15 UNCAPPED JULY ETF 13,437.0 $431K 0.17% -1K -8.4% $32.09
99 AZZ AZZ INCORPORATED Industrials 2,763.0 $428K 0.17% NEW $155.05 -9.7%
100 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 2,200.0 $419K 0.16% $190.52 -1.7%
Page 5 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%