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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 2 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WMT WALMART INC COM Consumer Defensive 33,353.0 $4.1M 0.33% -4K -9.7% $124.28 -4.3%
22 SPY PUT STATE STREET SPDR S&P 500 ETF Financial Services 6,000.0 $3.9M 0.31% -2K -26.8% $650.34 +15.3%
23 CVX CHEVRON CORPORATION COM Energy 17,782.0 $3.7M 0.29% -4K -16.7% $206.90 -11.5%
24 XLG INVESCO S&P 500 TOP 50 ETF 66,577.0 $3.6M 0.29% -13K -16.9% $54.55 +16.6%
25 MU MICRON TECHNOLOGY INC COM Technology 10,570.0 $3.6M 0.29% -332.0 -3.0% $337.83 +170.7%
26 GSBD GOLDMAN SACHS BDC INC SHS Financial Services 393,168.0 $3.5M 0.28% -7K -1.7% $8.88 +0.6%
27 XBI STATE STREET SPDR S&P BIOTECH ETF 27,225.0 $3.5M 0.28% -2K -7.8% $127.73 +5.5%
28 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 47,861.0 $3.3M 0.27% -5K -9.8% $69.75 +19.5%
29 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 54,309.0 $3.3M 0.26% -2K -4.1% $60.65 -3.8%
30 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 66,393.0 $3.3M 0.26% -5K -7.4% $49.37 +4.2%
31 MS MORGAN STANLEY COM NEW Financial Services 19,755.0 $3.3M 0.26% -6K -23.3% $164.57 +21.8%
32 IVW ISHARES S&P 500 GROWTH ETF 28,678.0 $3.2M 0.26% -348.0 -1.2% $113.11 +22.0%
33 GWW WW GRAINGER INC COM Industrials 2,923.0 $3.2M 0.26% -1K -26.6% $1090.92 +13.9%
34 VGT VANGUARD INFORMATION TECHNOLOGY ETF 4,558.0 $3.2M 0.25% -855.0 -15.8% $697.78 -83.2%
35 AGNC AGNC INVT CORP COM Real Estate 316,844.0 $3.2M 0.25% -50K -13.6% $10.03 +4.9%
36 WINN HARBOR LONG-TERM GROWERS ETF 110,188.0 $3.1M 0.24% -697.0 -0.6% $27.73 +18.7%
37 IBIT ISHARES BITCOIN TRUST ETF Financial Services 79,005.0 $3.0M 0.24% -11K -12.3% $38.42 +10.5%
38 VUG VANGUARD GROWTH ETF 6,832.0 $3.0M 0.24% -1K -14.1% $436.76 -79.8%
39 TJX TJX COS INC NEW COM Consumer Cyclical 17,645.0 $2.8M 0.23% -8K -30.1% $159.70 -1.3%
40 MA MASTERCARD INCORPORATED CL A Financial Services 5,608.0 $2.8M 0.22% -296.0 -5.0% $499.62 -1.1%
Page 2 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%