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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 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ICSH ISHARES ULTRA SHORT TERM BOND ACTIVE ETF 2,502.0 $126K 1.11% +325.0 +14.9% $50.45 +0.1%
22 AMERICAN FUNDS INVESTMENT COMPANY OF AMERICA CLASS F-2 1,809.0 $124K 1.10% $68.66
23 AMERICAN FUNDS CAPITAL WORLD GROWTH & INCOME FUND CLASS F-2 1,377.0 $112K 0.99% -162.0 -10.5% $81.23
24 LQD ISHARES IBOXX $ INVESTMENT GRADE CO ETF 1,034.0 $111K 0.98% -465.0 -31.0% $107.46 -1.5%
25 AMD ADVANCED MICRO DEVICES INC Technology 199.0 $111K 0.98% -66.0 -24.9% $557.89 -13.2%
26 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 887.0 $89K 0.79% -51.0 -5.4% $100.50 +0.1%
27 BIL STATE STREET SPDR BLOOMBERG 1 3 MONTH T BILL ETF 955.0 $87K 0.77% -55.0 -5.5% $91.50 +0.1%
28 AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS FUND CLASS F-2 1,264.0 $85K 0.75% +57.0 +4.7% $67.27
29 AMAT APPLIED MATERIALS Technology 138.0 $83K 0.73% -65.0 -32.0% $602.50 -14.6%
30 XLI INDUSTRIAL SELECT SECT SPDR 441.0 $80K 0.71% -74.0 -14.4% $181.92 +0.9%
31 VOO VANGUARD INDEX FDS S&P 500 ETF SHS NEW 114.0 $79K 0.70% $693.86 +1.7%
32 XLK TECHNOLOGY SECTOR SPDR TR 408.0 $76K 0.67% -142.0 -25.8% $185.78 -0.1%
33 LRCX LAM RESEARCH CORP NEW Technology 191.0 $67K 0.59% -164.0 -46.2% $350.33 -6.4%
34 DFA US CORE EQUITY 2 PORTFOLIO INST'L CLASS 1,327.0 $66K 0.58% $49.73
35 VANGUARD CASH RESERVES FEDERAL MONEY MARKET ADMIRAL CLASS 63,432.0 $63K 0.56% +1K +1.8% $1.00
36 FIRST EAGLE HIGH YIELD FUND CLASS I 7,765.0 $63K 0.56% -748.0 -8.8% $8.10
37 CBUS CIBUS INC Healthcare 31,124.0 $63K 0.56% -509.0 -1.6% $2.02 -19.3%
38 AMERICAN FUNDS GROWTH FUND OF AMERICA CLASS F-2 699.0 $61K 0.54% $87.27
39 XLU UTILITIES SELECT SECTOR SPDR FUND 1,334.0 $61K 0.53% -454.0 -25.4% $45.41 -3.1%
40 ASML ASML HLDG NV NY REGISTRY SHS NEW 2012 UNSPONS Technology 32.0 $58K 0.51% -17.0 -34.7% $1797.31 +0.3%
Page 2 of 9  ·  170 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%