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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 8 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LRCX LAM RESEARCH CORP COM NEW Technology 2,566.0 $548K 0.04% -26.0 -1.0% $213.69 +49.3%
142 ROK ROCKWELL AUTOMATION INC COM Industrials 1,516.0 $544K 0.04% -20.0 -1.3% $358.78 +27.1%
143 PFE PFIZER INC COM Healthcare 18,942.0 $532K 0.04% -7K -28.2% $28.08 -6.7%
144 ODFL OLD DOMINION FREIGHT LINE INC COM Industrials 2,672.0 $522K 0.04% -368.0 -12.1% $195.40 +12.3%
145 B BARRICK MNG CORP COM SHS Basic Materials 12,623.0 $515K 0.04% -3K -18.7% $40.79 +1.1%
146 PANW PALO ALTO NETWORKS INC COM Technology 3,202.0 $513K 0.04% -1K -28.4% $160.32 +55.0%
147 DVN DEVON ENERGY CORP NEW COM Energy 10,124.0 $509K 0.04% -142.0 -1.4% $50.32 -12.0%
148 HYGV FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND 12,546.0 $503K 0.04% -3K -20.6% $40.06 +0.6%
149 VLTO VERALTO CORP COM SHS Industrials 5,657.0 $500K 0.04% -621.0 -9.9% $88.42 -4.5%
150 QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 2,313.0 $500K 0.04% -20.0 -0.9% $215.99 +42.8%
151 ADI ANALOG DEVICES INC COM Technology 1,545.0 $492K 0.04% -751.0 -32.7% $318.14 +31.0%
152 FORTINET INC COM 5,934.0 $485K 0.04% -139.0 -2.3% $81.72
153 MUB ISHARES NATIONAL MUNI BOND ETF 4,545.0 $482K 0.04% -1K -18.4% $106.14 +0.7%
154 VTEB VANGUARD TAX-EXEMPT BOND ETF 9,412.0 $470K 0.04% -734.0 -7.2% $49.89 +0.6%
155 WELL WELLTOWER INC COM Real Estate 2,312.0 $457K 0.04% -96.0 -4.0% $197.71 +10.3%
156 CANADIAN PACIFIC KANSAS CITY COM 5,786.0 $455K 0.04% -4K -41.0% $78.66
157 TLH ISHARES 10-20 YEAR TREASURY BOND ETF 4,443.0 $447K 0.04% -1K -19.2% $100.72 -1.3%
158 AA ALCOA CORP COM Basic Materials 6,696.0 $444K 0.04% -13K -65.8% $66.33 +10.3%
159 PAYX PAYCHEX INC COM Industrials 4,788.0 $441K 0.04% -2K -27.7% $92.12 +2.5%
160 CAH CARDINAL HEALTH INC COM Healthcare 2,087.0 $441K 0.04% -232.0 -10.0% $211.31 -5.4%
Page 8 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%