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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMERICAN FUNDS EUROPACIFIC GROWTH FUND CLASS F-2 211.0 $13K 0.12% NEW $63.14
2 EXXONMOBIL HOLDINGS CORP 69.0 $10K 0.09% NEW $138.88
3 SPGI S&P GLOBAL INC Financial Services 15.0 $6K 0.06% NEW $430.53 -2.9%
4 MCO MOODYS CORP Financial Services 12.0 $6K 0.05% NEW $487.25 -0.3%
5 NFLX NETFLIX COM INC Communication Services 79.0 $6K 0.05% NEW $73.37 +6.0%
6 CARNIVAL CORP LTD 100.0 $3K 0.02% NEW $26.83
7 INVESCO QQQ TRUST 3.0 $2K 0.02% NEW $725.67

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%