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Portfolio (Quarterly) Guide ↗

Sendero Wealth Management, LLC

· CIK 0001639375
13F Portfolio $902M AUM 314 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 196 New
Page 4 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ADSK AUTODESK INC Technology 8,430.0 $2.5M 0.28% NEW $296.01 -17.5%
62 CDNS CADENCE DESIGN SYSTEM INC Technology 7,282.0 $2.3M 0.25% NEW $312.59 +8.2%
63 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 390,797.0 $2.3M 0.25% NEW $5.76 +68.4%
64 PG PROCTER AND GAMBLE CO Consumer Defensive 15,351.0 $2.2M 0.24% NEW $143.31 -0.6%
65 UNH UNITEDHEALTH GROUP INC Healthcare 6,650.0 $2.2M 0.24% NEW $330.12 +18.5%
66 VXUS VANGUARD STAR FDS 28,071.0 $2.1M 0.23% NEW $75.44 +9.8%
67 ABBV ABBVIE INC Healthcare 9,195.0 $2.1M 0.23% NEW $228.50 -6.5%
68 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 6,890.0 $2.1M 0.23% NEW $303.89 +30.3%
69 IVW ISHARES TR 15,869.0 $2.0M 0.22% NEW $123.26 +9.1%
70 WDAY WORKDAY INC Technology 8,921.0 $1.9M 0.21% NEW $214.78 -40.0%
71 JPM JPMORGAN CHASE & CO. Financial Services 5,718.0 $1.8M 0.20% NEW $322.24 -6.7%
72 JNJ JOHNSON & JOHNSON Healthcare 8,878.0 $1.8M 0.20% NEW $206.96 +10.6%
73 DHR DANAHER CORPORATION Healthcare 7,448.0 $1.7M 0.19% NEW $228.92 -28.4%
74 AER AERCAP HOLDINGS NV Industrials 11,534.0 $1.7M 0.18% NEW $143.76 -5.4%
75 VOE VANGUARD INDEX FDS 9,258.0 $1.6M 0.18% NEW $177.38 +7.8%
76 RSP INVESCO EXCHANGE TRADED FD T 8,164.0 $1.6M 0.17% NEW $191.57 +5.2%
77 TXN TEXAS INSTRS INC Technology 8,678.0 $1.5M 0.17% NEW $173.49 +73.3%
78 WWD WOODWARD INC Industrials 4,910.0 $1.5M 0.17% NEW $302.32 +15.6%
79 NOW SERVICENOW INC Technology 9,666.0 $1.5M 0.16% NEW $153.19 -32.5%
80 CMCSA COMCAST CORP NEW Communication Services 49,430.0 $1.5M 0.16% NEW $29.89 -17.0%
Page 4 of 10  ·  196 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
Technology 30.1%
Financial Services 15.3%
Communication Services 13.7%
Consumer Cyclical 9.8%
Healthcare 8.7%
Industrials 8.5%
Energy 7.0%
Consumer Defensive 4.0%
Real Estate 1.2%
Utilities 1.2%