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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 2 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XOM EXXON MOBIL CORP Energy 66,380.0 $8.0M 0.89% NEW $120.34 +33.4%
22 COP CONOCOPHILLIPS Energy 84,956.0 $8.0M 0.88% NEW $93.61 +33.0%
23 INTU INTUIT Technology 11,870.0 $7.9M 0.87% NEW $662.42 -39.1%
24 ABNB AIRBNB INC Consumer Cyclical 51,141.0 $6.9M 0.77% NEW $135.72 -3.4%
25 SCHW SCHWAB CHARLES CORP Financial Services 65,662.0 $6.6M 0.73% NEW $99.91 -7.5%
26 UBER UBER TECHNOLOGIES INC Technology 72,807.0 $5.9M 0.66% NEW $81.71 -8.1%
27 CNC CENTENE CORP DEL Healthcare 140,742.0 $5.8M 0.64% NEW $41.15 +41.5%
28 PAYC PAYCOM SOFTWARE INC Technology 36,295.0 $5.8M 0.64% NEW $159.36 -12.7%
29 CBRE CBRE GROUP INC Real Estate 35,035.0 $5.6M 0.62% NEW $160.79 -20.3%
30 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 17,111.0 $5.6M 0.62% NEW $328.60 -21.8%
31 AAPL APPLE INC Technology 20,489.0 $5.6M 0.62% NEW $271.86 +10.0%
32 SCHD SCHWAB STRATEGIC TR 200,578.0 $5.5M 0.61% NEW $27.43 +17.0%
33 GEV GE VERNOVA INC Utilities 8,341.0 $5.5M 0.60% NEW $653.54 +54.9%
34 V VISA INC Financial Services 15,285.0 $5.4M 0.59% NEW $350.71 -5.2%
35 MPC MARATHON PETE CORP Energy 32,061.0 $5.2M 0.58% NEW $162.63 +59.6%
36 GOOG ALPHABET INC Communication Services 16,505.0 $5.2M 0.57% NEW $313.80 +25.3%
37 EFX EQUIFAX INC Industrials 23,729.0 $5.1M 0.57% NEW $216.98 -24.3%
38 DE DEERE & CO Industrials 10,963.0 $5.1M 0.57% NEW $465.57 +21.2%
39 LAD LITHIA MTRS INC Consumer Cyclical 14,436.0 $4.8M 0.53% NEW $332.33 -20.3%
40 CRL CHARLES RIV LABS INTL INC Healthcare 23,907.0 $4.8M 0.53% NEW $199.48 -24.8%
Page 2 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%