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Portfolio (Quarterly) Guide ↗

TRANSCEND CAPITAL ADVISORS, LLC

· CIK 0001776082
13F Portfolio $1.3B AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 686 New
Page 23 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 IAK ISHARES U.S. INSURANCE ETF 2,794.0 $380K 0.03% NEW $136.16 -4.6%
442 IVZ INVESCO LTD SHS Financial Services 14,442.0 $379K 0.03% NEW $26.27 +6.9%
443 MO ALTRIA GROUP INC COM Consumer Defensive 6,530.0 $377K 0.03% NEW $57.66 +24.8%
444 VRT VERTIV HOLDINGS CO COM CL A Industrials 2,323.0 $376K 0.03% NEW $162.04 +94.3%
445 DVN DEVON ENERGY CORP NEW COM Energy 10,266.0 $376K 0.03% NEW $36.63 +20.7%
446 SYF SYNCHRONY FINANCIAL COM Financial Services 4,506.0 $376K 0.03% NEW $83.43 -14.2%
447 ADSK AUTODESK INC COM Technology 1,270.0 $376K 0.03% NEW $296.01 -17.9%
448 CTVA CORTEVA INC COM Basic Materials 5,598.0 $375K 0.03% NEW $67.03 +20.3%
449 GOVT ISHARES U.S. TREASURY BOND ETF 16,285.0 $375K 0.03% NEW $23.03 -1.2%
450 STE STERIS PLC SHS USD Healthcare 1,478.0 $375K 0.03% NEW $253.52 -14.9%
451 ATO ATMOS ENERGY CORP COM Utilities 2,220.0 $372K 0.03% NEW $167.63 +2.7%
452 DKNG DRAFTKINGS INC NEW COM CL A Consumer Cyclical 10,795.0 $372K 0.03% NEW $34.46 -28.3%
453 EVR EVERCORE INC CLASS A Financial Services 1,091.0 $371K 0.03% NEW $340.25 +2.3%
454 LAMR LAMAR ADVERTISING CO NEW CL A Real Estate 2,926.0 $370K 0.03% NEW $126.57 +20.1%
455 EA ELECTRONIC ARTS INC COM Communication Services 1,807.0 $369K 0.03% NEW $204.36 -1.6%
456 ADT ADT INC DEL COM Industrials 45,584.0 $368K 0.03% NEW $8.07 -15.4%
457 CGBD CARLYLE SECURED LENDING INC COM Financial Services 29,451.0 $368K 0.03% NEW $12.49 -12.9%
458 EVEREST GROUP LTD COM 1,079.0 $366K 0.03% NEW $339.35
459 AER AERCAP HOLDINGS NV SHS Industrials 2,543.0 $366K 0.03% NEW $143.76 -2.8%
460 HII HUNTINGTON INGALLS INDS INC COM Industrials 1,068.0 $363K 0.03% NEW $340.07 -5.7%
Page 23 of 35  ·  686 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 31.3%
Financial Services 27.0%
Healthcare 10.9%
Consumer Cyclical 8.2%
Industrials 6.6%
Communication Services 6.0%
Consumer Defensive 2.9%
Energy 2.8%
Basic Materials 1.6%
Utilities 1.4%