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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 9 of 37  ·  721 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VB VANGUARD SMALL-CAP ETF 5,860.0 $1.5M 0.12% -181.0 -3.0% $261.91 +11.7%
162 CNC CENTENE CORP DEL COM Healthcare 46,626.0 $1.5M 0.12% -3K -5.8% $32.74 +78.6%
163 CEG CONSTELLATION ENERGY CORP COM Utilities 5,452.0 $1.5M 0.12% +623.0 +12.9% $279.27 +3.2%
164 AMGN AMGEN INC COM Healthcare 4,263.0 $1.5M 0.12% -55.0 -1.3% $351.83 -4.1%
165 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 26,333.0 $1.5M 0.12% +970.0 +3.8% $56.68 -0.6%
166 ANET ARISTA NETWORKS INC COM SHS Technology 12,043.0 $1.5M 0.12% -2K -13.3% $122.78 +26.0%
167 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 9,118.0 $1.5M 0.12% $161.72 +8.0%
168 AZN ASTRAZENECA PLC ORD Healthcare 7,476.0 $1.5M 0.12% NEW $197.21 -5.4%
169 CRM SALESFORCE INC COM Technology 7,887.0 $1.5M 0.12% +1K +18.3% $186.68 -4.1%
170 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 25,177.0 $1.5M 0.12% +11K +76.4% $58.47 +9.6%
171 LOW LOWES COS INC COM Consumer Cyclical 6,224.0 $1.5M 0.12% +223.0 +3.7% $236.29 -7.9%
172 BRC BRADY CORP CL A Industrials 17,713.0 $1.4M 0.12% $81.24 +6.8%
173 SCHX SCHWAB U.S. LARGE-CAP ETF 55,943.0 $1.4M 0.12% +7K +13.7% $25.64 +15.1%
174 CMCSA COMCAST CORP NEW CL A Communication Services 49,804.0 $1.4M 0.11% +20K +66.4% $28.71 -12.1%
175 ESGU ISHARES ESG AWARE MSCI USA ETF 10,070.0 $1.4M 0.11% -231.0 -2.2% $141.41 +15.8%
176 BK BANK NEW YORK MELLON CORP COM Financial Services 11,863.0 $1.4M 0.11% +3K +33.9% $118.63 +18.0%
177 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 9,527.0 $1.4M 0.11% -1K -10.4% $146.28 -9.0%
178 NVS NOVARTIS AG SPONSORED ADR Healthcare 9,093.0 $1.4M 0.11% -134.0 -1.4% $152.75 -1.0%
179 EIX EDISON INTL COM Utilities 18,848.0 $1.4M 0.11% +686.0 +3.8% $73.18 -2.3%
180 GM GENERAL MTRS CO COM Consumer Cyclical 18,477.0 $1.4M 0.11% -2K -10.4% $74.50 +13.2%
Page 9 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%