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Portfolio (Quarterly) Guide ↗

Transce3nd, LLC

· CIK 0002023570
13F Portfolio $11M AUM Filed Nov 12, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 179 New
Page 6 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BAE SYS PLC 78.0 $5K 0.04% NEW $64.42
102 AMERICAN FUNDS NEW PERSPECTIVE FUND CLASS F-2 440.0 $5K 0.04% NEW $11.40
103 U UNITY SOFTWARE INC Technology 60.0 $5K 0.04% NEW $76.33 -64.3%
104 GOOGL ALPHABET INC CAP STK CL A Communication Services 26.0 $5K 0.04% NEW $174.73 +127.8%
105 DDD 3 D SYSTEMS CORP Technology 245.0 $4K 0.04% NEW $18.28 -83.9%
106 DFA US CORE EQUITY 2 PORTFOLIO INST'L CLASS 1,326.0 $4K 0.04% NEW $3.28
107 VANGUARD ENERGY INDEX FUND ADMIRAL CLASS 84.0 $4K 0.04% NEW $50.98
108 VANGUARD REIT INDEX FUND ADMIRAL CLASS 32.0 $4K 0.04% NEW $131.75
109 UPST Upstart Holdings, Inc. Financial Services 59.0 $4K 0.04% NEW $71.39 -60.0%
110 AMERICAN FUNDS FUNDAMENTAL INVESTORS FUND CLASS F-2 136.0 $4K 0.04% NEW $30.40
111 CRM SALESFORCE INC. Technology 16.0 $4K 0.04% NEW $243.88 -28.7%
112 TRMB TRIMBLE INC Technology 48.0 $4K 0.03% NEW $79.08 -30.8%
113 COMT ISHARES US ETF TR COMMODITIES SELECT STRATEGY ETF 95.0 $4K 0.03% NEW $39.89 -10.1%
114 SLV ISHARES SILVER TRUST Financial Services 200.0 $4K 0.03% NEW $18.73 +276.2%
115 CAT CATERPILLAR INC. Industrials 10.0 $4K 0.03% NEW $372.80 +137.4%
116 T AT&T INC COM Communication Services 176.0 $4K 0.03% NEW $20.95 +14.9%
117 REMX VANECK VECTORS RARE EARTH/STRATEGIC METALS ETF 43.0 $4K 0.03% NEW $85.47 +11.9%
118 GD GENERAL DYNAMICS CORPORATION Industrials 13.0 $4K 0.03% NEW $281.62 +19.3%
119 GLD SPDR GOLD TR GOLD SHS Financial Services 22.0 $4K 0.03% NEW $166.00 +153.0%
120 KTOS Kratos Defense & Security Solutions, Inc. - Common Stock Industrials 191.0 $4K 0.03% NEW $18.65 +184.3%
Page 6 of 9  ·  179 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 77.1%
Technology 10.1%
Healthcare 3.0%
Industrials 2.5%
Real Estate 2.0%
Consumer Cyclical 1.7%
Basic Materials 1.1%
Utilities 0.8%
Energy 0.7%
Consumer Defensive 0.5%