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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 7 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SPGI S&P GLOBAL INC Financial Services 15.0 $6K 0.06% NEW $430.53 -2.9%
122 GOOGL ALPHABET INC CAP STK CL A Communication Services 18.0 $6K 0.06% -2.0 -10.0% $357.17 -3.6%
123 DFA INTERNATIONAL SMALL CAP VALUE FUND INST'L CLASS 183.0 $6K 0.05% +3.0 +1.7% $33.15
124 MCO MOODYS CORP Financial Services 12.0 $6K 0.05% NEW $487.25 -0.3%
125 CVX CHEVRON CORP NEW Energy 33.0 $6K 0.05% -5.0 -13.2% $176.39 +16.6%
126 NFLX NETFLIX COM INC Communication Services 79.0 $6K 0.05% NEW $73.37 +6.0%
127 KREF KKR REAL ESTATE FINANCE TRUST Real Estate 781.0 $6K 0.05% -150.0 -16.1% $7.36 -1.1%
128 GLD SPDR GOLD TR GOLD SHS Financial Services 15.0 $6K 0.05% -7.0 -31.8% $377.00 +5.7%
129 META META PLATFORMS INC Communication Services 8.0 $5K 0.05% $669.25 -18.8%
130 DUK DUKE ENERGY CORP NEW COM Utilities 42.0 $5K 0.05% -8.0 -16.0% $125.48 -1.2%
131 AMERICAN FUNDS SMALLCAP WORLD FUND CLASS F-2 60.0 $5K 0.05% $86.15
132 AAPL APPLE INC Technology 16.0 $5K 0.04% $315.31 -1.7%
133 AMERICAN FUNDS CAPITAL WORLD BOND FUND CLASS F-2 315.0 $5K 0.04% +7.0 +2.3% $15.82
134 CAT CATERPILLAR INC. Industrials 5.0 $5K 0.04% -5.0 -50.0% $952.40 -11.7%
135 DFA EMERG MKTS CORE EQUITY FUND INST'L CLASS 136.0 $5K 0.04% +1.0 +0.7% $34.29
136 COIN COINBASE GLOBAL Financial Services 29.0 $5K 0.04% $159.07 -8.1%
137 VANGUARD ENERGY INDEX FUND ADMIRAL CLASS 58.0 $4K 0.04% -26.0 -30.9% $77.52
138 LHX L3 HARRIS TECHNOLOGIES INC Industrials 14.0 $4K 0.04% -14.0 -50.0% $290.79 -3.9%
139 T ROWE PRICE INST'L FLOATING RATE FUND INST'L CLASS 431.0 $4K 0.04% +14.0 +3.4% $9.27
140 BAE SYS PLC 38.0 $4K 0.03% -40.0 -51.3% $99.95
Page 7 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%