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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 11 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NXPI NXP SEMICONDUCTORS N V COM Technology 1,517.0 $299K 0.02% -367.0 -19.5% $196.86 +68.3%
202 LVS LAS VEGAS SANDS CORP COM Consumer Cyclical 5,474.0 $295K 0.02% -2K -30.8% $53.88 -5.5%
203 PYPL PAYPAL HLDGS INC COM Financial Services 6,513.0 $295K 0.02% -2K -20.2% $45.23 -2.9%
204 IXP ISHARES GLOBAL COMM SERVICES ETF 2,559.0 $294K 0.02% -128.0 -4.8% $114.84 +8.2%
205 SYF SYNCHRONY FINANCIAL COM Financial Services 4,295.0 $292K 0.02% -211.0 -4.7% $68.02 +6.1%
206 NBIX NEUROCRINE BIOSCIENCES INC COM Healthcare 2,194.0 $289K 0.02% -325.0 -12.9% $131.74 +18.7%
207 KDP KEURIG DR PEPPER INC COM Consumer Defensive 10,888.0 $287K 0.02% -5K -31.4% $26.33 +15.5%
208 DOCN DIGITALOCEAN HLDGS INC COM Technology 3,232.0 $277K 0.02% -2K -35.5% $85.78 +78.7%
209 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 6,107.0 $277K 0.02% -12K -66.0% $45.30 -33.8%
210 CGBD CARLYLE SECURED LENDING INC COM Financial Services 25,015.0 $274K 0.02% -4K -15.1% $10.94 -0.6%
211 AER AERCAP HOLDINGS NV SHS Industrials 1,976.0 $271K 0.02% -567.0 -22.3% $137.18 +4.1%
212 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 8,449.0 $270K 0.02% -3K -25.9% $32.01 +2.4%
213 OEF ISHARES S&P 100 ETF 807.0 $257K 0.02% -2K -74.9% $318.07 +17.3%
214 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 3,503.0 $249K 0.02% -172.0 -4.7% $71.18 -10.9%
215 NSC NORFOLK SOUTHN CORP COM Industrials 867.0 $249K 0.02% -46.0 -5.0% $287.12 +13.1%
216 BBY BEST BUY INC COM Consumer Cyclical 3,841.0 $247K 0.02% -3K -43.3% $64.20 -1.1%
217 MTCH MATCH GROUP INC NEW COM Communication Services 8,019.0 $246K 0.02% -3K -25.7% $30.71 +18.0%
218 DELL DELL TECHNOLOGIES INC CL C Technology 1,484.0 $244K 0.02% -611.0 -29.2% $164.15 +86.8%
219 TEAM ATLASSIAN CORPORATION CL A Technology 3,558.0 $243K 0.02% -3K -42.3% $68.25 +30.0%
220 EXEL EXELIXIS INC COM Healthcare 5,622.0 $241K 0.02% -2K -27.0% $42.89 +17.7%
Page 11 of 13  ·  241 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%