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Portfolio (Quarterly) Guide ↗

Sendero Wealth Management, LLC

· CIK 0001639375
13F Portfolio $904M AUM 321 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 53 Added 72 Reduced 13 Exited
Page 8 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MOH MOLINA HEALTHCARE INC Healthcare 4,835.0 $645K 0.07% -4K -42.9% $133.30 +38.3%
142 EL LAUDER ESTEE COS INC Consumer Defensive 8,808.0 $632K 0.07% -948.0 -9.7% $71.77 +6.1%
143 CSL CARLISLE COS INC Industrials 1,880.0 $627K 0.07% -125.0 -6.2% $333.62 -2.4%
144 HUM HUMANA INC Healthcare 3,606.0 $625K 0.07% $173.39 +79.1%
145 RVTY REVVITY INC Healthcare 7,113.0 $623K 0.07% $87.61 +9.4%
146 AJG GALLAGHER ARTHUR J & CO Financial Services 2,816.0 $610K 0.07% NEW $216.58 -6.0%
147 LPX LOUISIANA PAC CORP Basic Materials 8,287.0 $603K 0.07% +2K +22.2% $72.75 -7.9%
148 CSX CSX CORP Industrials 14,400.0 $591K 0.07% $41.05 +12.3%
149 BDX BECTON DICKINSON & CO Healthcare 3,737.0 $588K 0.07% -29.0 -0.8% $157.23 -6.5%
150 MRK MERCK & CO INC Healthcare 4,841.0 $582K 0.06% -2K -29.3% $120.29 -5.0%
151 LUV SOUTHWEST AIRLS CO Industrials 15,388.0 $578K 0.06% $37.57 -0.6%
152 BND VANGUARD BD INDEX FDS 7,733.0 $569K 0.06% $73.64 -1.1%
153 MMM 3M CO Industrials 3,918.0 $569K 0.06% $145.23 +2.8%
154 MTN VAIL RESORTS INC Consumer Cyclical 4,372.0 $561K 0.06% -103.0 -2.3% $128.32 -3.7%
155 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 13,972.0 $544K 0.06% $38.97 -14.3%
156 VWO VANGUARD INTL EQUITY INDEX F 9,902.0 $535K 0.06% +398.0 +4.2% $54.05 +8.5%
157 SSD SIMPSON MFG INC Industrials 2,993.0 $514K 0.06% $171.62 +3.7%
158 TCBI TEXAS CAP BANCSHARES INC Financial Services 5,200.0 $493K 0.06% $94.88 +2.0%
159 EMR EMERSON ELEC CO Industrials 3,686.0 $483K 0.05% $131.02 -0.3%
160 IBIT ISHARES BITCOIN TRUST ETF Financial Services 12,291.0 $472K 0.05% NEW $38.42 +14.5%
Page 8 of 11  ·  205 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 15.2%
Communication Services 12.4%
Energy 9.9%
Consumer Cyclical 8.8%
Industrials 8.4%
Healthcare 8.0%
Consumer Defensive 4.2%
Utilities 1.5%
Real Estate 1.0%