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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 8 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 JANUS HENDERSON SHORT DURATION FLEXIBLE BOND FUND CLASS I 1,265.0 $4K 0.03% +28.0 +2.3% $2.87
142 ACM AECOM Industrials 51.0 $3K 0.03% -42.0 -45.2% $68.25 -9.6%
143 AMERICAN FUNDS NEW WORLD FUND CLASS F-2 31.0 $3K 0.03% $106.19
144 TXT TEXTRON INC Industrials 35.0 $3K 0.03% -38.0 -52.0% $90.91 -4.2%
145 VANGUARD REIT INDEX FUND ADMIRAL CLASS 22.0 $3K 0.03% -10.0 -31.2% $139.32
146 EXP EAGLE MATLS INC COM Basic Materials 14.0 $3K 0.03% -12.0 -46.1% $209.79 -4.4%
147 CANTOR FITZGERALD COMMODITY RETURN STRATEGY FUND INSTITUTIONAL CLASS 98.0 $3K 0.02% +4.0 +4.3% $28.02
148 CARNIVAL CORP LTD 100.0 $3K 0.02% NEW $26.83
149 AMERICAN FUNDS STRATEGIC BOND FUND CLASS F-2 295.0 $3K 0.02% +6.0 +2.1% $9.02
150 NORTHERN SMALL CAP VALUE FUND 218.0 $3K 0.02% $12.11
151 VMBS VANGUARD SCOTTSDALE FDS VANGUARD MORTAGE BACKED SECS INDEX FUND 55.0 $3K 0.02% $46.44 -0.6%
152 WLK WESTLAKE CORPORATION Basic Materials 33.0 $2K 0.02% -38.0 -53.5% $75.48 +2.7%
153 REMX VANECK VECTORS RARE EARTH/STRATEGIC METALS ETF 30.0 $2K 0.02% -13.0 -30.2% $79.77 -4.0%
154 BIV VANGUARD INT TRM BD 30.0 $2K 0.02% $76.03 -0.7%
155 DFA GLOBAL REAL ESTATE SECURITIES FUND INST'L CLASS 195.0 $2K 0.02% $11.65
156 GD GENERAL DYNAMICS CORPORATION Industrials 6.0 $2K 0.02% -7.0 -53.9% $375.00 +4.9%
157 INVESCO QQQ TRUST 3.0 $2K 0.02% NEW $725.67
158 BLV VANGUARD LT BD ETF 30.0 $2K 0.02% $67.47 -2.8%
159 COMT ISHARES US ETF TR COMMODITIES SELECT STRATEGY ETF 64.0 $2K 0.02% -31.0 -32.6% $31.38 +9.1%
160 AYI ACUITY INC Industrials 6.0 $2K 0.02% -4.0 -40.0% $333.17 +3.7%
Page 8 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%