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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 21 of 37  ·  721 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 OXY OCCIDENTAL PETE CORP COM Energy 7,140.0 $464K 0.04% NEW $65.00 -12.5%
402 WELL WELLTOWER INC COM Real Estate 2,312.0 $457K 0.04% -96.0 -4.0% $197.71 +10.3%
403 ABEV AMBEV SA SPONSORED ADR Consumer Defensive 156,057.0 $456K 0.04% +63K +67.8% $2.92 +12.0%
404 CANADIAN PACIFIC KANSAS CITY COM 5,786.0 $455K 0.04% -4K -41.0% $78.66
405 LAMR LAMAR ADVERTISING CO CL A Real Estate 3,591.0 $455K 0.04% +665.0 +22.7% $126.65 +20.1%
406 TLH ISHARES 10-20 YEAR TREASURY BOND ETF 4,443.0 $447K 0.04% -1K -19.2% $100.72 -1.3%
407 BKR BAKER HUGHES COMPANY CL A Energy 7,309.0 $446K 0.04% +605.0 +9.0% $61.05 +3.5%
408 NTR NUTRIEN LTD COM Basic Materials 5,900.0 $445K 0.04% +2K +63.2% $75.46 -8.9%
409 AA ALCOA CORP COM Basic Materials 6,696.0 $444K 0.04% -13K -65.8% $66.33 +10.3%
410 PAYX PAYCHEX INC COM Industrials 4,788.0 $441K 0.04% -2K -27.7% $92.12 +2.5%
411 CAH CARDINAL HEALTH INC COM Healthcare 2,087.0 $441K 0.04% -232.0 -10.0% $211.31 -5.4%
412 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 6,077.0 $440K 0.04% $72.46 +23.2%
413 ILMN ILLUMINA INC COM Healthcare 3,571.0 $440K 0.04% -500.0 -12.3% $123.26 +21.8%
414 IAK ISHARES U.S. INSURANCE ETF 3,426.0 $440K 0.04% +632.0 +22.6% $128.31 +2.3%
415 MEDP MEDPACE HLDGS INC COM Healthcare 907.0 $436K 0.04% -375.0 -29.2% $480.19 -10.9%
416 PRU PRUDENTIAL FINL INC COM Financial Services 4,440.0 $434K 0.04% +265.0 +6.3% $97.69 +3.9%
417 URI UNITED RENTALS INC COM Industrials 595.0 $433K 0.04% -5.0 -0.8% $728.19 +35.7%
418 HII HUNTINGTON INGALLS INDS INC COM Industrials 1,139.0 $433K 0.04% +71.0 +6.7% $379.90 -16.4%
419 DE DEERE & CO COM Industrials 766.0 $432K 0.04% +23.0 +3.1% $563.44 -6.0%
420 T AT&T INC COM Communication Services 14,862.0 $431K 0.03% +296.0 +2.0% $28.99 -14.1%
Page 21 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%