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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 10 of 37  ·  721 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 UNILEVER PLC SPON ADR NEW 23,953.0 $1.4M 0.11% +9K +58.2% $56.97
182 SYK STRYKER CORPORATION COM Healthcare 4,147.0 $1.4M 0.11% -3K -40.0% $328.59 -6.9%
183 APH AMPHENOL CORP CL A Technology 10,653.0 $1.3M 0.11% +3K +45.2% $126.35 +11.0%
184 MCD MCDONALDS CORP COM Consumer Cyclical 4,327.0 $1.3M 0.11% +57.0 +1.3% $310.78 -9.6%
185 IUSV ISHARES CORE S&P US VALUE ETF 13,101.0 $1.3M 0.11% +606.0 +4.8% $102.25 +8.0%
186 URA GLOBAL X URANIUM ETF 27,189.0 $1.3M 0.10% +3K +14.5% $48.43 +3.6%
187 CENCORA INC COM 4,136.0 $1.3M 0.10% -7K -61.5% $314.14
188 BLK BLACKROCK INC COM Financial Services 1,346.0 $1.3M 0.10% +121.0 +9.9% $961.73 +11.3%
189 FIRST TR HIGH YIELD OPPRT 2027 COM 95,177.0 $1.3M 0.10% $13.53
190 VTWO VANGUARD RUSSELL 2000 ETF 12,848.0 $1.3M 0.10% +141.0 +1.1% $100.17 +17.1%
191 ANNALY CAPITAL MANAGEMENT INC COM NEW 60,589.0 $1.3M 0.10% -310.0 -0.5% $21.15
192 LMT LOCKHEED MARTIN CORP COM Industrials 2,092.0 $1.3M 0.10% +349.0 +20.0% $604.51 -12.0%
193 LIN LINDE PLC SHS Basic Materials 2,545.0 $1.3M 0.10% +170.0 +7.2% $495.76 +2.4%
194 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 27,249.0 $1.3M 0.10% +3K +13.9% $45.89 -1.6%
195 IWS ISHARES RUSSELL MID-CAP VALUE ETF 8,547.0 $1.2M 0.10% -108.0 -1.2% $145.74 +9.6%
196 PCG PG&E CORP COM Utilities 70,799.0 $1.2M 0.10% $17.57 -5.8%
197 CAT CATERPILLAR INC COM Industrials 1,753.0 $1.2M 0.10% -38.0 -2.1% $708.49 +28.5%
198 SHEL SHELL PLC SPON ADS Energy 13,273.0 $1.2M 0.10% +125.0 +0.9% $93.00 -9.8%
199 FIX COMFORT SYS USA INC COM Industrials 887.0 $1.2M 0.10% +22.0 +2.5% $1378.99 +35.5%
200 MSCI MSCI INC COM Financial Services 2,268.0 $1.2M 0.10% +658.0 +40.9% $539.01 +12.0%
Page 10 of 37  ·  721 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%