Transcend Capital Advisors, LLC
Annual return '25
+15.7%
SPY '25
+17.7%
Alpha
-2.0ptsvs SPY
Invested
$1.2B
Holdings
720
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC COM
Q1 2026: Sold 5.6% (11.0k → 10.4k shares)
8.2%
02
$BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
Q4 2025: New position (3.1k shares)
3.3%
03
$MRK
MERCK & CO INC COM
Held since at least Q1 2024
2.5%
04
$SPYG
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
Held since at least Q1 2024
2.4%
05
$MSFT
MICROSOFT CORP COM
Held since at least Q1 2024
2.2%
06
$NVDA
NVIDIA CORPORATION COM
Held since at least Q1 2024
1.8%
07
$NDQ
INVESCO QQQ TRUST SERIES I
Q1 2026: Increased +1.3% (24.7k → 25.1k shares)
1.7%
08
$AMZN
AMAZON COM INC COM
Q1 2026: Sold 3.0% (8.2k → 8.0k shares)
1.6%
09
$SPY
STATE STREET SPDR S&P 500 ETF
Held since at least Q1 2024
1.4%
10
$VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
Held since at least Q1 2024
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:03 UTC.