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Portfolio (Quarterly) Guide ↗

TRANSCEND CAPITAL ADVISORS, LLC

· CIK 0001776082
13F Portfolio $1.2B AUM 723 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 98 New 315 Added 241 Reduced 63 Exited
Page 5 of 16  ·  315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EIX EDISON INTL COM Utilities 18,848.0 $1.4M 0.11% +686.0 +3.8% $73.18 -2.1%
82 UNILEVER PLC SPON ADR NEW 23,953.0 $1.4M 0.11% +9K +58.2% $56.97
83 APH AMPHENOL CORP CL A Technology 10,653.0 $1.3M 0.11% +3K +45.2% $126.35 +11.0%
84 MCD MCDONALDS CORP COM Consumer Cyclical 4,327.0 $1.3M 0.11% +57.0 +1.3% $310.78 -9.6%
85 IUSV ISHARES CORE S&P US VALUE ETF 13,101.0 $1.3M 0.11% +606.0 +4.8% $102.25 +8.0%
86 URA GLOBAL X URANIUM ETF 27,189.0 $1.3M 0.10% +3K +14.5% $48.43 +3.6%
87 BLK BLACKROCK INC COM Financial Services 1,346.0 $1.3M 0.10% +121.0 +9.9% $961.73 +11.3%
88 VTWO VANGUARD RUSSELL 2000 ETF 12,848.0 $1.3M 0.10% +141.0 +1.1% $100.17 +17.1%
89 LMT LOCKHEED MARTIN CORP COM Industrials 2,092.0 $1.3M 0.10% +349.0 +20.0% $604.51 -12.1%
90 LIN LINDE PLC SHS Basic Materials 2,545.0 $1.3M 0.10% +170.0 +7.2% $495.76 +2.4%
91 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 27,249.0 $1.3M 0.10% +3K +13.9% $45.89 -1.6%
92 SHEL SHELL PLC SPON ADS Energy 13,273.0 $1.2M 0.10% +125.0 +0.9% $93.00 -9.9%
93 FIX COMFORT SYS USA INC COM Industrials 887.0 $1.2M 0.10% +22.0 +2.5% $1378.99 +35.4%
94 MSCI MSCI INC COM Financial Services 2,268.0 $1.2M 0.10% +658.0 +40.9% $539.01 +12.0%
95 WM WASTE MGMT INC DEL COM Industrials 5,316.0 $1.2M 0.10% +675.0 +14.5% $229.78 -6.2%
96 HCA HCA HEALTHCARE INC COM Healthcare 2,568.0 $1.2M 0.10% +572.0 +28.7% $473.24 -17.1%
97 GOVT ISHARES U.S. TREASURY BOND ETF 53,017.0 $1.2M 0.10% +37K +225.6% $22.91 -0.8%
98 NOW SERVICENOW INC COM Technology 11,577.0 $1.2M 0.10% +2K +19.3% $104.55 -2.3%
99 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 9,431.0 $1.2M 0.10% +999.0 +11.8% $128.12 +9.8%
100 SLB SLB LIMITED COM STK Energy 23,509.0 $1.2M 0.10% +11K +84.6% $51.39 +9.9%
Page 5 of 16  ·  315 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 29.4%
Financial Services 24.3%
Healthcare 11.6%
Consumer Cyclical 7.6%
Industrials 7.2%
Communication Services 6.3%
Energy 4.5%
Consumer Defensive 3.6%
Basic Materials 2.0%
Utilities 2.0%