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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 5 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GD GENERAL DYNAMICS CORPORATION Industrials 6.0 $2K 0.02% -7.0 -53.9% $375.00 +4.6%
82 COMT ISHARES US ETF TR COMMODITIES SELECT STRATEGY ETF 64.0 $2K 0.02% -31.0 -32.6% $31.38 +9.8%
83 AYI ACUITY INC Industrials 6.0 $2K 0.02% -4.0 -40.0% $333.17 +4.7%
84 T AT&T INC COM Communication Services 94.0 $2K 0.02% -82.0 -46.6% $21.13 +18.9%
85 RS RELIANCE STEEL & ALUMINUM CO. Basic Materials 5.0 $2K 0.02% -5.0 -50.0% $379.20 +5.3%
86 LSTR LANDSTAR SYSTEM INC Industrials 8.0 $2K 0.01% -8.0 -50.0% $209.38 -11.6%
87 VANGUARD HIGH YIELD TAX-EXEMPT FUND ADMIRAL CLASS 60.0 $642.0 0.01% -194.0 -76.4% $10.70
Page 5 of 5  ·  87 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%