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Portfolio (Quarterly) Guide ↗

Sendero Wealth Management, LLC

· CIK 0001639375
13F Portfolio $1.0B AUM 330 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 78 Added 65 Reduced 13 Exited
Page 10 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 WBD WARNER BROS DISCOVERY INC Communication Services 12,499.0 $333K 0.03% -150K -92.3% $26.66 +4.8%
182 VMI VALMONT INDS INC Industrials 570.0 $329K 0.03% $577.60 -14.4%
183 GS GOLDMAN SACHS GROUP INC Financial Services 316.0 $320K 0.03% NEW $1011.37 +2.4%
184 PAYX PAYCHEX INC Industrials 3,188.0 $313K 0.03% +29.0 +0.9% $98.33 +23.0%
185 FCFS FIRSTCASH HOLDINGS INC Financial Services 1,449.0 $313K 0.03% -5K -76.6% $216.32 -0.2%
186 PFE PFIZER INC Healthcare 12,432.0 $299K 0.03% -142.0 -1.1% $24.08 +13.3%
187 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,011.0 $296K 0.03% $293.18 +3.8%
188 CTVA CORTEVA INC Basic Materials 3,462.0 $293K 0.03% $84.69 -9.4%
189 FORTINET INC 1,868.0 $287K 0.03% NEW $153.62
190 Q QNITY ELECTRONICS INC Technology 1,742.0 $284K 0.03% $163.31 -16.7%
191 TMO THERMO FISHER SCIENTIFIC INC Healthcare 566.0 $284K 0.03% -5.0 -0.9% $501.36 +17.4%
192 PB PROSPERITY BANCSHARES INC Financial Services 3,786.0 $276K 0.03% NEW $73.03 +2.0%
193 CHTR CHARTER COMMUNICATIONS INC Communication Services 1,940.0 $276K 0.03% +305.0 +18.6% $142.21 +3.5%
194 CALM CAL MAINE FOODS INC Consumer Defensive 3,403.0 $274K 0.03% $80.56 +1.1%
195 LBRDK LIBERTY BROADBAND CORP Communication Services 8,130.0 $270K 0.03% $33.26 +4.4%
196 GLW CORNING INC Technology 1,054.0 $269K 0.03% NEW $255.43 -35.3%
197 AER AERCAP HOLDINGS NV Industrials 1,809.0 $264K 0.03% -7K -79.3% $145.78 +3.8%
198 IVV ISHARES TR 346.0 $259K 0.03% -9.0 -2.5% $748.89 +3.1%
199 NEE NEXTERA ENERGY INC Utilities 2,948.0 $259K 0.03% -36.0 -1.2% $87.77 -1.4%
200 EPD ENTERPRISE PRODS PARTNERS L Energy 6,827.0 $251K 0.03% $36.76 +5.6%
Page 10 of 11  ·  209 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 31.7%
Financial Services 14.8%
Communication Services 11.5%
Healthcare 10.4%
Industrials 8.9%
Consumer Cyclical 8.6%
Energy 6.5%
Consumer Defensive 4.7%
Utilities 1.5%
Real Estate 0.9%