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Portfolio (Quarterly) Guide ↗

Transce3nd, LLC

· CIK 0002023570
13F Portfolio $11M AUM 170 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 7 New 34 Added 87 Reduced 6 Exited
Page 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MCHP MICROCHIP TECH INC Technology 141.0 $12K 0.11% +9.0 +6.8% $88.59 -11.7%
22 DFA INTERNATIONAL CORE EQUITY FUND INST'L CLASS 461.0 $10K 0.09% +6.0 +1.3% $22.12
23 EFX EQUIFAX INC Industrials 59.0 $10K 0.09% +34.0 +136.0% $166.44 +9.3%
24 AMERICAN FUNDS THE BOND FUND OF AMERICA CLASS F-2 818.0 $9K 0.08% +17.0 +2.1% $11.18
25 IQVIA HOLDINGS INC. 41.0 $9K 0.07% +6.0 +17.1% $207.85
26 BAIRD AGGREGATE BOND FUND INST'L CLASS 773.0 $8K 0.07% +15.0 +2.0% $9.76
27 AMERICAN FUNDS INTERNATIONAL GROWTH & INCOME FUND CLASS F-2 150.0 $7K 0.07% +2.0 +1.4% $49.18
28 DFA INTERNATIONAL SMALL CAP VALUE FUND INST'L CLASS 183.0 $6K 0.05% +3.0 +1.7% $33.15
29 AMERICAN FUNDS CAPITAL WORLD BOND FUND CLASS F-2 315.0 $5K 0.04% +7.0 +2.3% $15.82
30 DFA EMERG MKTS CORE EQUITY FUND INST'L CLASS 136.0 $5K 0.04% +1.0 +0.7% $34.29
31 T ROWE PRICE INST'L FLOATING RATE FUND INST'L CLASS 431.0 $4K 0.04% +14.0 +3.4% $9.27
32 JANUS HENDERSON SHORT DURATION FLEXIBLE BOND FUND CLASS I 1,265.0 $4K 0.03% +28.0 +2.3% $2.87
33 CANTOR FITZGERALD COMMODITY RETURN STRATEGY FUND INSTITUTIONAL CLASS 98.0 $3K 0.02% +4.0 +4.3% $28.02
34 AMERICAN FUNDS STRATEGIC BOND FUND CLASS F-2 295.0 $3K 0.02% +6.0 +2.1% $9.02
Page 2 of 2  ·  34 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
Financial Services 68.1%
Technology 20.8%
Consumer Cyclical 2.5%
Industrials 2.1%
Healthcare 2.0%
Real Estate 1.1%
Utilities 1.1%
Basic Materials 0.8%
Communication Services 0.6%
Energy 0.5%