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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 7 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LLY ELI LILLY & CO Healthcare 785.0 $843K 0.09% NEW $1074.36 -8.0%
122 TT TRANE TECHNOLOGIES PLC Industrials 2,081.0 $810K 0.09% NEW $389.20 +18.3%
123 MCK MCKESSON CORP Healthcare 984.0 $807K 0.09% NEW $820.29 -5.4%
124 VIG VANGUARD SPECIALIZED FUNDS 3,657.0 $804K 0.09% NEW $219.76 +4.4%
125 SHEL SHELL PLC Energy 10,763.0 $791K 0.09% NEW $73.48 +20.6%
126 SYY SYSCO CORP Consumer Defensive 10,541.0 $777K 0.09% NEW $73.69 -0.2%
127 CVCO CAVCO INDS INC DEL Consumer Cyclical 1,290.0 $762K 0.08% NEW $590.74 -22.5%
128 HLI HOULIHAN LOKEY INC Financial Services 4,312.0 $751K 0.08% NEW $174.19 -12.7%
129 MSA MSA SAFETY INC Industrials 4,658.0 $746K 0.08% NEW $160.14 +5.9%
130 SBUX STARBUCKS CORP Consumer Cyclical 8,706.0 $733K 0.08% NEW $84.21 +26.6%
131 BDX BECTON DICKINSON & CO Healthcare 3,766.0 $731K 0.08% NEW $194.07 -24.3%
132 MRK MERCK & CO INC Healthcare 6,845.0 $720K 0.08% NEW $105.26 +6.9%
133 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 13,998.0 $700K 0.08% NEW $50.02 -32.6%
134 LRCX LAM RESEARCH CORP Technology 4,074.0 $697K 0.08% NEW $171.18 +62.4%
135 RVTY REVVITY INC Healthcare 7,113.0 $688K 0.08% NEW $96.75 -1.3%
136 NSIT INSIGHT ENTERPRISES INC Technology 8,421.0 $686K 0.08% NEW $81.47 +11.2%
137 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 2,298.0 $660K 0.07% NEW $287.25 +10.8%
138 WMT WALMART INC Consumer Defensive 5,881.0 $655K 0.07% NEW $111.42 +19.7%
139 CSL CARLISLE COS INC Industrials 2,005.0 $641K 0.07% NEW $319.86 +4.3%
140 LUV SOUTHWEST AIRLS CO Industrials 15,388.0 $636K 0.07% NEW $41.33 -7.2%
Page 7 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%