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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 6 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WFC WELLS FARGO & CO NEW COM Financial Services 121.0 $11K 0.09% -6.0 -4.7% $88.71 -16.8%
102 SCCO SOUTHERN COPPER CORP DEL COM Basic Materials 54.0 $11K 0.09% -8.0 -12.9% $194.83 -3.3%
103 GLD SPDR GOLD TR GOLD SHS Financial Services 22.0 $10K 0.09% $476.09 -10.3%
104 ET ENERGY TRANSFER OPERATING, LP. Energy 575.0 $10K 0.08% -30.0 -5.0% $17.95 +13.4%
105 BILL BILL HOLDINGS INC Technology 219.0 $10K 0.08% $47.06 -14.9%
106 LHX L3 HARRIS TECHNOLOGIES INC Industrials 28.0 $10K 0.08% $360.54 -14.7%
107 MCHP MICROCHIP TECH INC Technology 132.0 $10K 0.08% -9.0 -6.4% $75.16 +29.1%
108 DFA INTERNATIONAL CORE EQUITY FUND INST'L CLASS 455.0 $10K 0.08% +5.0 +1.1% $21.80
109 CWEN CLEARWAY ENERGY, INC. CLASS C Utilities 267.0 $10K 0.08% -13.0 -4.6% $36.82 +3.3%
110 AMERICAN FUNDS THE BOND FUND OF AMERICA CLASS F-2 801.0 $9K 0.07% -3K -78.6% $11.44
111 VWO VANGUARD FTSE EMERGING MARKETS INDEX ETF 157.0 $9K 0.07% -35.0 -18.2% $57.64 +1.4%
112 ACM AECOM Industrials 93.0 $9K 0.07% $96.84 -26.4%
113 BAE SYS PLC 78.0 $9K 0.07% $113.60
114 PEP PEPSICO INC Consumer Defensive 58.0 $9K 0.07% -2.0 -3.3% $148.78 -0.1%
115 IQVIA HOLDINGS INC. 35.0 $8K 0.07% -15.0 -30.0% $241.03
116 KO COCA-COLA CO Consumer Defensive 111.0 $8K 0.07% -6.0 -5.1% $73.55 +9.4%
117 FIX COMFORT SYSTEMS USA INC Industrials 7.0 $8K 0.07% $1160.43 +76.0%
118 BLUEROCK PRIVATE REAL ESTATE FUND 506.0 $8K 0.07% NEW $15.93
119 KREF KKR REAL ESTATE FINANCE TRUST Real Estate 931.0 $8K 0.06% -51.0 -5.2% $8.20 -20.9%
120 BAIRD AGGREGATE BOND FUND INST'L CLASS 758.0 $8K 0.06% +7.0 +0.9% $9.97
Page 6 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%