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Home > Institutional Investor > Transcendent Capital Group Llc > Profile

Instuitional Investor - Transcendent Capital Group Llc

Fund Profile
Filing Period:
Fund Name: Transcendent Capital Group Llc
Portfolio Value $150,024,086
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 51,441 $9,903,864 6.6%
2.
Microsoft Corp
 MSFT 23,080 $8,678,886 5.78%
3.
Vanguard Large-Cap Etf
 30,773 $6,713,050 4.47%
4.
Spdr Gold Trust
 GLD 34,517 $6,598,615 4.39%
5.
First Trust Etf Iv First Trust Enhanced Short
 78,202 $4,665,531 3.1%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)