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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 4 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DELL DELL TECHNOLOGIES INC Technology 6,588.0 $2.8M 0.28% NEW $431.46 +11.9%
62 KEYS KEYSIGHT TECHNOLOGIES INC Technology 8,115.0 $2.8M 0.28% NEW $350.07 -2.9%
63 DXCM DEXCOM INC Healthcare 41,450.0 $2.8M 0.28% -14K -24.6% $67.35 +33.2%
64 MELI MERCADOLIBRE INC Consumer Cyclical 1,626.0 $2.8M 0.28% +719.0 +79.3% $1697.39 +4.6%
65 UNH UNITEDHEALTH GROUP INC Healthcare 6,618.0 $2.8M 0.27% -112.0 -1.7% $415.64 -4.6%
66 ATI ATI INC Industrials 13,811.0 $2.7M 0.27% NEW $197.10 +15.9%
67 CDNS CADENCE DESIGN SYSTEM INC Technology 7,247.0 $2.7M 0.27% -113.0 -1.5% $375.33 -14.5%
68 AIG AMERICAN INTL GROUP INC Financial Services 36,088.0 $2.7M 0.27% -648.0 -1.8% $74.53 +3.0%
69 VXUS VANGUARD STAR FDS 31,097.0 $2.7M 0.27% +3K +10.7% $85.49 +1.9%
70 JNJ JOHNSON & JOHNSON Healthcare 10,279.0 $2.6M 0.26% +1K +15.3% $253.97 +6.3%
71 LLY ELI LILLY & CO Healthcare 2,014.0 $2.4M 0.24% +1K +175.1% $1199.29 +0.6%
72 ABBV ABBVIE INC Healthcare 9,395.0 $2.4M 0.23% +713.0 +8.2% $251.64 +2.0%
73 PG PROCTER & GAMBLE CO Consumer Defensive 16,086.0 $2.4M 0.23% +2K +16.0% $146.64 -2.3%
74 SPOT SPOTIFY TECHNOLOGY S A Communication Services 5,131.0 $2.4M 0.23% +1K +25.8% $459.13 +10.5%
75 TXN TEXAS INSTRS INC Technology 7,901.0 $2.4M 0.23% -697.0 -8.1% $298.07 -8.2%
76 DHR DANAHER CORP DEL Healthcare 11,540.0 $2.2M 0.22% +3K +38.8% $190.48 +6.4%
77 COHR COHERENT CORP Technology 5,549.0 $2.2M 0.22% NEW $394.47 -18.0%
78 IVW ISHARES TR 15,872.0 $2.2M 0.22% $137.53 +1.8%
79 ADSK AUTODESK INC Technology 10,391.0 $2.0M 0.20% -2K -16.6% $194.42 +27.2%
80 NSIT INSIGHT ENTERPRISES INC Technology 16,085.0 $2.0M 0.20% +4K +29.3% $121.80 +20.6%
Page 4 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%