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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 37  ·  721 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NKE NIKE INC CL B Consumer Cyclical 23,144.0 $1.2M 0.10% -3K -12.2% $52.82 -13.0%
202 WM WASTE MGMT INC DEL COM Industrials 5,316.0 $1.2M 0.10% +675.0 +14.5% $229.78 -6.2%
203 HCA HCA HEALTHCARE INC COM Healthcare 2,568.0 $1.2M 0.10% +572.0 +28.7% $473.24 -17.1%
204 GOVT ISHARES U.S. TREASURY BOND ETF 53,017.0 $1.2M 0.10% +37K +225.6% $22.91 -0.8%
205 NOW SERVICENOW INC COM Technology 11,577.0 $1.2M 0.10% +2K +19.3% $104.55 -2.3%
206 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 9,431.0 $1.2M 0.10% +999.0 +11.8% $128.12 +9.8%
207 SLB SLB LIMITED COM STK Energy 23,509.0 $1.2M 0.10% +11K +84.6% $51.39 +9.9%
208 GD GENERAL DYNAMICS CORP COM Industrials 3,509.0 $1.2M 0.10% $343.19 -0.1%
209 PSX PHILLIPS 66 COM Energy 6,573.0 $1.2M 0.10% +534.0 +8.8% $182.18 -4.1%
210 EFV ISHARES MSCI EAFE VALUE ETF 15,910.0 $1.2M 0.10% -3K -14.2% $74.35 +6.4%
211 FCX FREEPORT MCMORAN INC CL B Basic Materials 19,600.0 $1.2M 0.09% +3K +19.9% $58.78 +8.2%
212 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 22,072.0 $1.1M 0.09% +10K +77.1% $51.93 +0.8%
213 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 2,323.0 $1.1M 0.09% +111.0 +5.0% $491.49 -7.2%
214 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 7,366.0 $1.1M 0.09% -603.0 -7.6% $153.09 -14.4%
215 DG DOLLAR GEN CORP COM Consumer Defensive 9,460.0 $1.1M 0.09% +940.0 +11.0% $118.73 -12.1%
216 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 2,503.0 $1.1M 0.09% +490.0 +24.3% $446.48 -2.1%
217 AMAT APPLIED MATLS INC COM Technology 3,251.0 $1.1M 0.09% +378.0 +13.2% $341.81 +31.1%
218 PLD PROLOGIS INC. COM Real Estate 8,345.0 $1.1M 0.09% +2K +25.9% $132.18 +10.8%
219 SMH VANECK SEMICONDUCTOR ETF 2,846.0 $1.1M 0.09% -390.0 -12.1% $383.40 +55.3%
220 WMB WILLIAMS COS INC COM Energy 14,967.0 $1.1M 0.09% -269.0 -1.8% $72.78 +2.2%
Page 11 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%