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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 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BAIRD AGGREGATE BOND FUND INST'L CLASS 758.0 $8K 0.06% +7.0 +0.9% $9.97
22 AMERICAN FUNDS INTERNATIONAL GROWTH & INCOME FUND CLASS F-2 148.0 $7K 0.06% +9.0 +6.5% $48.36
23 AB LARGE-CAP GROWTH FUND CLASS A 67.0 $7K 0.05% +7.0 +11.7% $98.51
24 DFA INTERNATIONAL SMALL CAP VALUE FUND INST'L CLASS 180.0 $6K 0.05% +8.0 +4.7% $33.94
25 AMERICAN FUNDS CAPITAL WORLD BOND FUND CLASS F-2 308.0 $5K 0.04% +3.0 +1.0% $16.62
26 DFA EMERG MKTS CORE EQUITY FUND INST'L CLASS 135.0 $4K 0.03% +2.0 +1.5% $31.50
27 T ROWE PRICE INST'L FLOATING RATE FUND INST'L CLASS 417.0 $4K 0.03% +4.0 +1.0% $9.41
28 JANUS HENDERSON SHORT DURATION FLEXIBLE BOND FUND CLASS I 1,237.0 $4K 0.03% +9.0 +0.7% $2.90
29 AMERICAN FUNDS NEW WORLD FUND CLASS F-2 31.0 $3K 0.03% +2.0 +6.9% $98.65
30 CREDIT SUISSE COMMODITY RETURN STRATEGY FUND INSTITUTIONAL CLASS 94.0 $3K 0.02% +3.0 +3.3% $27.38
31 NORTHERN SMALL CAP VALUE FUND 218.0 $2K 0.02% +66.0 +43.4% $10.72
32 DFA GLOBAL REAL ESTATE SECURITIES FUND INST'L CLASS 195.0 $2K 0.02% +8.0 +4.3% $10.70
33 XLE ENERGY SELECT SECTOR SPDR FUND 32.0 $2K 0.01% +16.0 +100.0% $49.66 +19.7%
Page 2 of 2  ·  33 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%