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Portfolio (Quarterly) Guide ↗

Transce3nd, LLC

· CIK 0002023570
13F Portfolio $12M AUM 169 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 5 New 33 Added 81 Reduced 15 Exited
Page 4 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RR RICHTECH ROBOTICS INC Industrials 4,746.0 $26K 0.21% $5.51 -48.6%
62 AGNC AGNC INVT CORP Real Estate 2,108.0 $26K 0.21% -53.0 -2.5% $12.17 -15.0%
63 ABR ARBOR REALTY TRUST, INC. COMMON STOCK Real Estate 3,170.0 $25K 0.20% +542.0 +20.6% $7.77 -25.5%
64 DFAT DIMENSIONAL US TARGETED VALUE ETF 367.0 $23K 0.19% $63.33 +3.1%
65 ANNALY CAP MGMT NEW 943.0 $23K 0.18% -21.0 -2.2% $24.36
66 BSV VANGUARD ST BOND ETF 282.0 $22K 0.18% $78.86 -1.4%
67 DFAS DIMENSIONAL US SMALL CAP ETF 296.0 $22K 0.18% $74.22 +1.9%
68 ONTO ONTO INNOVATION INC. Technology 103.0 $21K 0.17% -11.0 -9.7% $208.46 +33.0%
69 DFA SHORT-TERM EXTENDED QUALITY FUND INST'L CLASS 2,048.0 $21K 0.17% +18.0 +0.9% $10.48
70 NXPI NXP SEMICONDUCTORS NV COM CNS ELIGIBLE Technology 90.0 $21K 0.17% -4.0 -4.3% $229.42 +28.2%
71 SLV ISHARES SILVER TRUST Financial Services 200.0 $20K 0.16% $101.59 -32.0%
72 AMERICAN FUNDS NEW ECONOMY FUND CLASS F-2 261.0 $20K 0.16% +24.0 +10.1% $76.86
73 USFR WISDOMTREE FLOATING RATE TREASURY FUND 391.0 $20K 0.16% +84.0 +27.4% $50.32 +0.2%
74 JPM J P MORGAN CHASE & CO COM Financial Services 65.0 $20K 0.16% +2.0 +3.2% $300.31 -0.1%
75 AMERICAN FUNDS AMERICAN MUTUAL FUND CLASS F-2 319.0 $20K 0.16% +19.0 +6.3% $61.14
76 REM ISHARES MORTGAGE REAL ESTATE CAPPED ETF NEW 801.0 $19K 0.15% -10.0 -1.2% $23.86 -8.9%
77 BND VANGUARD TTL BD MKT 252.0 $19K 0.15% $74.28 -2.1%
78 ENTG ENTEGRIS, INC. Technology 154.0 $19K 0.15% -2K -93.8% $120.41 +15.7%
79 PUTNAM CORE BOND FUND CLASS Y 2,231.0 $18K 0.15% +24.0 +1.1% $8.27
80 MSFT MICROSOFT CORP Technology 38.0 $18K 0.15% +6.0 +18.8% $480.58 -14.8%
Page 4 of 9  ·  169 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 71.2%
Technology 16.1%
Industrials 3.1%
Consumer Cyclical 2.2%
Healthcare 1.7%
Real Estate 1.6%
Utilities 1.2%
Basic Materials 1.1%
Energy 0.8%
Consumer Defensive 0.5%