Institutions / Transcend Capital Advisors, LLC
Transcend Capital Advisors, LLC
CIK 1776082 · Institution · as of Dec 31, 2025
Portfolio value
$1.29B
Positions
681
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 681 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $112.18M | 8.7% |
| Warren E. Buffett | $43.44M | 3.4% |
| Microsoft Corp | $35.44M | 2.8% |
| Merck & Co., Inc. | $27.51M | 2.1% |
| State Street SPDR Portfolio S&P 500 Growth ETF | $26.91M | 2.1% |
| Invesco Qqq Trust Series I | $23.39M | 1.8% |
| NVIDIA Corp | $22.71M | 1.8% |
| Amazon.com Inc | $21.85M | 1.7% |
| International Business Machines Corp | $17.37M | 1.3% |
| Alphabet Inc. | $16.93M | 1.3% |
| Vanguard High Dividend Yield Index ETF | $16.92M | 1.3% |
| VanEck BDC Income ETF | $15.43M | 1.2% |
| Blue Owl Capital Inc. | $15.13M | 1.2% |
| Blue Owl Capital CorpOBDC | $14.92M | 1.2% |
| SPDR S&P 500 ETF Trust | $14.83M | 1.2% |
| JPMorgan Chase & Co | $14.73M | 1.1% |
| S&P Global Inc. | $14.53M | 1.1% |
| Alphabet Inc. | $12.39M | 1.0% |
| Sprott Asset Management LP Physical Gold Tr | $12.15M | 0.9% |
| FS KKR Capital CorpFSK | $11.79M | 0.9% |
| Broadcom Inc. | $11.39M | 0.9% |
| Vanguard Dividend Appreciation ETF | $11.09M | 0.9% |
| Meta Platforms Inc | $10.85M | 0.8% |
| Vanguard Large-Cap ETF | $10.51M | 0.8% |
| Exxon Mobil Corp | $10.14M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.