TRANSCEND CAPITAL ADVISORS, LLC
Top Portfolio Positions
515 positions ·
$862,611,671 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
403,431 | $102,386,753 | 11.87% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
87,307 | $41,837,514 | 4.85% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
262,384 | $31,562,171 | 3.66% | |
| MSFT |
Microsoft Corp
Technology
|
73,737 | $27,295,225 | 3.16% | |
| NVDA |
Nvidia Corp
Technology
|
128,337 | $22,381,972 | 2.59% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
36,606 | $21,128,251 | 2.45% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
96,657 | $20,130,753 | 2.33% | |
| SPY |
Spdr S&P 500 ETF Trust
|
27,666 | $17,992,306 | 2.09% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
54,103 | $15,557,858 | 1.80% | |
| IBM |
International Business Machines Corp
Technology
|
58,536 | $14,188,541 | 1.64% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CGBD
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $273,664 | 25,015 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $367,842 | 29,451 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $358,075 | 28,646 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $342,205 | 25,015 | Shares | Sole | 2025-08-01 | |
| No 13F history on record for this holder in this stock. | ||||||