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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 6 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EXXONMOBIL HOLDINGS CORP 69.0 $10K 0.09% NEW $138.88
102 ET ENERGY TRANSFER OPERATING, LP. Energy 486.0 $10K 0.08% -89.0 -15.5% $19.66 +8.9%
103 VWO VANGUARD FTSE EMERGING MARKETS INDEX ETF 157.0 $9K 0.08% $59.89 -0.4%
104 AMERICAN FUNDS THE BOND FUND OF AMERICA CLASS F-2 818.0 $9K 0.08% +17.0 +2.1% $11.18
105 WFC WELLS FARGO & CO NEW COM Financial Services 104.0 $9K 0.08% -17.0 -14.1% $87.16 +0.3%
106 BILL BILL HOLDINGS INC Technology 219.0 $9K 0.08% $41.36 +18.9%
107 IQVIA HOLDINGS INC. 41.0 $9K 0.07% +6.0 +17.1% $207.85
108 RR RICHTECH ROBOTICS INC Industrials 4,746.0 $8K 0.07% $1.72 -6.4%
109 KO COCA-COLA CO Consumer Defensive 92.0 $8K 0.07% -19.0 -17.1% $83.49 +6.4%
110 ABR ARBOR REALTY TRUST, INC. COMMON STOCK Real Estate 1,511.0 $8K 0.07% -2K -52.3% $5.05 -3.0%
111 BAIRD AGGREGATE BOND FUND INST'L CLASS 773.0 $8K 0.07% +15.0 +2.0% $9.76
112 SLV ISHARES SILVER TRUST Financial Services 139.0 $7K 0.07% -61.0 -30.5% $53.95 +6.5%
113 CWEN CLEARWAY ENERGY, INC. CLASS C Utilities 222.0 $7K 0.07% -45.0 -16.9% $33.67 -1.7%
114 AMERICAN FUNDS INTERNATIONAL GROWTH & INCOME FUND CLASS F-2 150.0 $7K 0.07% +2.0 +1.4% $49.18
115 FIX COMFORT SYSTEMS USA INC Industrials 4.0 $7K 0.06% -3.0 -42.9% $1756.00 -1.0%
116 AB LARGE-CAP GROWTH FUND CLASS A 67.0 $7K 0.06% $102.01
117 TROW T. ROWE PRICE GROUP, INC. Financial Services 57.0 $7K 0.06% -11.0 -16.2% $118.54 -6.9%
118 SCCO SOUTHERN COPPER CORP DEL COM Basic Materials 38.0 $7K 0.06% -16.0 -29.6% $175.84 +6.8%
119 PEP PEPSICO INC Consumer Defensive 48.0 $7K 0.06% -10.0 -17.2% $137.38 +2.0%
120 BLUEROCK PRIVATE REAL ESTATE FUND 506.0 $7K 0.06% $12.93
Page 6 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%