Sendero Wealth Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1639375
Institutional-grade research for retail investors
13F Reported Value
ⓘ$904.1M
Holdings
205
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Sendero Wealth Management, LLC disclosed 205 positions worth $904.1M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 21 new positions and exited 12. The portfolio is most concentrated in Other (50.4% of disclosed assets). All figures are sourced directly from Sendero Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1639375.
AI Fund Analysis
ConcentratingVANGUARD INDEX FDS
20.7% weight
Held 9 quarters
2023 ETF SERIES TRUST
9.2% weight
Held 9 quarters
AMERICAN BEACON SELECT FUN
8.3% weight
Held 7 quarters
ISHARES TR
3.4% weight
Held 9 quarters
$NVDA3.3% weight
Held 9 quarters
VANGUARD INDEX FDS
2 quarters accumulating
2023 ETF SERIES TRUST
2 quarters accumulating
AMERICAN BEACON SELECT FUN
2 quarters accumulating
ISHARES TR
2 quarters accumulating
$AVGO2 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsEnergyHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS
—Quality
$186.8M582,137 sh2023 ETF SERIES TRUST
—Quality
$83.0M2,729,468 shAMERICAN BEACON SELECT FUNDS
—Quality
$75.3M1,459,500 shISHARES TR
—Quality
$30.6M214,689 sh- 90.2
Quality
$29.9M171,329 sh TOUCHSTONE ETF TRUST
—Quality
$25.4M1,089,354 sh- 80.2
Quality
$23.7M82,406 sh - 83.7
Quality
$20.6M55,564 sh - 74.6
Quality
$17.6M84,423 sh - 86.4
Quality
$14.2M45,732 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $186.8M | 582,137 |
| 2023 ETF SERIES TRUST | — | $83.0M | 2,729,468 |
| AMERICAN BEACON SELECT FUNDS | — | $75.3M | 1,459,500 |
| ISHARES TR | — | $30.6M | 214,689 |
| NVIDIA CORP$NVDA | 90.2 | $29.9M | 171,329 |
| TOUCHSTONE ETF TRUST | — | $25.4M | 1,089,354 |
 Alphabet Inc.$GOOG | 80.2 | $23.7M | 82,406 |
 MICROSOFT CORP$MSFT | 83.7 | $20.6M | 55,564 |
 AMAZON COM INC$AMZN | 74.6 | $17.6M | 84,423 |
| Broadcom Inc.$AVGO | 86.4 | $14.2M | 45,732 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Sendero Wealth Management, LLC's 205 positions.
Showing top 10 of 205 holdings.
Sector Allocation
Other
$455.5M
Technology
$191.1M
Financials
$72.3M
Energy
$42.8M
Healthcare
$40.6M
Consumer Discretionary
$33.1M
Industrials
$22.5M
Consumer Staples
$17.8M
Full Holdings — Sendero Wealth Management, LLC (Q1 2026)
All 205 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS | $186.8M | 20.7% | +0% | — |
| 2 | — | 2023 ETF SERIES TRUST | $83.0M | 9.2% | +16% | — |
| 3 | — | AMERICAN BEACON SELECT FUNDS | $75.3M | 8.3% | +25% | — |
| 4 | — | ISHARES TR | $30.6M | 3.4% | +0% | — |
| 5 | $NVDA | NVIDIA CORP | $29.9M | 3.3% | -1% | 90.2 |
| 6 | — | TOUCHSTONE ETF TRUST | $25.4M | 2.8% | NEW | — |
| 7 | $GOOG | Alphabet Inc. | $23.7M | 2.6% | -12% | 80.2 |
| 8 | $MSFT | MICROSOFT CORP | $20.6M | 2.3% | -1% | 83.7 |
| 9 | $AMZN | AMAZON COM INC | $17.6M | 1.9% | -10% | 74.6 |
| 10 | $AVGO | Broadcom Inc. | $14.2M | 1.6% | +1% | 86.4 |
| 11 | — | VANGUARD INDEX FDS | $11.9M | 1.3% | -3% | — |
| 12 |  $XOM | EXXON MOBIL CORP | $11.2M | 1.2% | -1% | 61.8 |
| 13 |  $CRM | Salesforce, Inc. | $10.0M | 1.1% | +52% | 75.2 |
| 14 |  $META | Meta Platforms, Inc. | $9.3M | 1.0% | +6% | 80.9 |
| 15 |  $COP | CONOCOPHILLIPS | $9.3M | 1.0% | -17% | 74.8 |
| 16 |  $ICE | Intercontinental Exchange, Inc. | $8.8M | 1.0% | +12% | 73.8 |
| 17 |  $KDP | Keurig Dr Pepper Inc. | $8.7M | 1.0% | +3% | 63.1 |
| 18 |  $ANET | Arista Networks, Inc. | $8.7M | 1.0% | +1% | 86 |
| 19 |  $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | $8.6M | 0.9% | -1% | 54.8 |
| 20 |  $IQV | IQVIA HOLDINGS INC. | $8.3M | 0.9% | +3% | 59.7 |
| 21 |  $MPC | Marathon Petroleum Corp | $7.5M | 0.8% | -4% | 50.7 |
| 22 |  $COF | CAPITAL ONE FINANCIAL CORP | $7.3M | 0.8% | +2% | 71 |
| 23 |  $ABNB | Airbnb, Inc. | $6.7M | 0.7% | +3% | 70.1 |
| 24 |  $SCHW | SCHWAB CHARLES CORP | $6.3M | 0.7% | +3% | 77.2 |
| 25 |  $GEV | GE Vernova Inc. | $6.2M | 0.7% | -15% | 70.1 |
| 26 | — | SCHWAB STRATEGIC TR | $6.1M | 0.7% | -1% | — |
| 27 |  $TRGP | Targa Resources Corp. | $5.8M | 0.7% | +6% | 70 |
| 28 | — | VANGUARD INDEX FDS | $5.3M | 0.6% | +102% | — |
| 29 |  $AAPL | Apple Inc. | $5.1M | 0.6% | -1% | 76.1 |
| 30 |  $INTU | INTUIT INC. | $5.1M | 0.6% | -0% | 82 |
| 31 |  $WTW | WILLIS TOWERS WATSON PLC | $5.1M | 0.6% | +3% | — |
| 32 |  $HWM | Howmet Aerospace Inc. | $5.1M | 0.6% | +1% | 79.1 |
| 33 |  $GOOGL | Alphabet Inc. | $4.8M | 0.5% | +1% | 80.2 |
| 34 |  $NFLX | NETFLIX INC | $4.8M | 0.5% | +41% | 86.7 |
| 35 |  $CNC | CENTENE CORP | $4.7M | 0.5% | +3% | 52.7 |
| 36 |  $V | VISA INC. | $4.6M | 0.5% | -0% | 83.5 |
| 37 |  $PAYC | Paycom Software, Inc. | $4.6M | 0.5% | +4% | 69.8 |
| 38 |  $CRL | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. | $4.5M | 0.5% | +9% | 47.1 |
| 39 |  $ICLR | ICON PLC | $4.5M | 0.5% | +96% | — |
| 40 |  $WBD | Warner Bros. Discovery, Inc. | $4.4M | 0.5% | -43% | 42.1 |
| 41 |  $UBER | Uber Technologies, Inc | $4.3M | 0.5% | -18% | 79.3 |
| 42 |  $EFX | EQUIFAX INC | $4.3M | 0.5% | -0% | 69.4 |
| 43 | — | VANGUARD INDEX FDS | $4.1M | 0.5% | +328% | — |
| 44 |  $CBRE | CBRE GROUP, INC. | $4.1M | 0.5% | -15% | 62.9 |
| 45 | — | ISHARES TR | $3.7M | 0.4% | -2% | — |
| 46 |  $GLD | SPDR GOLD TRUST | $3.7M | 0.4% | -4% | — |
| 47 |  $LAD | LITHIA MOTORS INC | $3.6M | 0.4% | -1% | 59.1 |
| 48 |  $GE | GENERAL ELECTRIC CO | $3.5M | 0.4% | -14% | 74.8 |
| 49 |  $IT | GARTNER INC | $3.5M | 0.4% | NEW | 65.2 |
| 50 | — | SELECT SECTOR SPDR TR | $3.5M | 0.4% | +0% | — |
| 51 |  $ORCL | ORACLE CORP | $3.5M | 0.4% | +27% | 67.2 |
| 52 |  $DXCM | DEXCOM INC | $3.5M | 0.4% | -16% | 77.9 |
| 53 |  $PSX | Phillips 66 | $3.4M | 0.4% | -18% | 47.6 |
| 54 |  $PEP | PEPSICO INC | $3.4M | 0.4% | -2% | 62.7 |
| 55 |  $BC | BRUNSWICK CORP | $3.3M | 0.4% | -10% | 39.4 |
| 56 |  $MA | Mastercard Inc | $3.2M | 0.4% | +9% | 81.7 |
| 57 |  $RDDT | Reddit, Inc. | $3.1M | 0.3% | +18% | 79.3 |
| 58 |  $ADSK | Autodesk, Inc. | $3.0M | 0.3% | +48% | 76.4 |
| 59 | — | SELECT SECTOR SPDR TR | $3.0M | 0.3% | +0% | — |
| 60 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $2.8M | 0.3% | -2% | 59.5 |
| 61 |  $BKNG | Booking Holdings Inc. | $2.7M | 0.3% | +1% | 55.3 |
| 62 |  $DE | DEERE & CO | $2.7M | 0.3% | -56% | 57.4 |
| 63 |  $CTOS | Custom Truck One Source, Inc. | $2.6M | 0.3% | +0% | 48.9 |
| 64 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.2M | 0.3% | -3% | — |
| 65 |  $JNJ | JOHNSON & JOHNSON | $2.2M | 0.2% | +0% | 72.8 |
| 66 | — | VANGUARD STAR FDS | $2.2M | 0.2% | +0% | — |
| 67 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $2.0M | 0.2% | +1% | 74.4 |
| 68 |  $PG | PROCTER & GAMBLE Co | $2.0M | 0.2% | -10% | 72.9 |
| 69 | — | EVERPURE INC | $2.0M | 0.2% | NEW | — |
| 70 |  $SPOT | Spotify Technology S.A. | $2.0M | 0.2% | NEW | — |
| 71 |  $ABBV | AbbVie Inc. | $1.9M | 0.2% | -6% | 59.3 |
| 72 |  $UNH | UNITEDHEALTH GROUP INC | $1.8M | 0.2% | +1% | 66.8 |
| 73 | — | ISHARES TR | $1.8M | 0.2% | +0% | — |
| 74 |  $JPM | JPMORGAN CHASE & CO | $1.7M | 0.2% | +2% | 35.6 |
| 75 |  $TXN | TEXAS INSTRUMENTS INC | $1.7M | 0.2% | -1% | 70.4 |
| 76 |  $SAP | SAP SE | $1.6M | 0.2% | +91% | — |
| 77 | — | VANGUARD TAX-MANAGED FDS | $1.6M | 0.2% | +213% | — |
| 78 |  $DHR | DANAHER CORP /DE/ | $1.6M | 0.2% | +12% | 63.9 |
| 79 |  $MELI | MERCADOLIBRE INC | $1.6M | 0.2% | +101% | 77.5 |
| 80 |  $IVZ | Invesco Ltd. | $1.6M | 0.2% | +0% | — |
| 81 |  $NOW | ServiceNow, Inc. | $1.5M | 0.2% | +47% | 76 |
| 82 |  $KO | COCA COLA CO | $1.5M | 0.2% | -0% | 74 |
| 83 |  $SM | SM Energy Co | $1.4M | 0.2% | -0% | 66.6 |
| 84 |  $VCTR | Victory Capital Holdings, Inc. | $1.4M | 0.1% | -9% | 75.5 |
| 85 | — | VANGUARD INDEX FDS | $1.4M | 0.1% | -20% | — |
| 86 |  $ARMK | Aramark | $1.3M | 0.1% | +0% | 53 |
| 87 |  $CVX | CHEVRON CORP | $1.3M | 0.1% | -2% | 54.7 |
| 88 |  $WDAY | Workday, Inc. | $1.3M | 0.1% | +12% | 74.2 |
| 89 |  $WTM | WHITE MOUNTAINS INSURANCE GROUP LTD | $1.2M | 0.1% | +0% | — |
| 90 |  $CCZ | COMCAST CORP | $1.2M | 0.1% | -14% | 70.4 |
| 91 | — | ISHARES TR | $1.2M | 0.1% | +0% | — |
| 92 |  $ENTG | ENTEGRIS INC | $1.2M | 0.1% | NEW | 57.7 |
| 93 | — | ISHARES TR | $1.2M | 0.1% | -6% | — |
| 94 |  $AER | AerCap Holdings N.V. | $1.2M | 0.1% | -24% | — |
| 95 |  $FCFS | FirstCash Holdings, Inc. | $1.2M | 0.1% | +0% | 73.8 |
| 96 |  $PRI | Primerica, Inc. | $1.1M | 0.1% | +14% | 72.3 |
| 97 | — | ISHARES TR | $1.1M | 0.1% | +2% | — |
| 98 |  $CAT | CATERPILLAR INC | $1.1M | 0.1% | -1% | 67.8 |
| 99 |  $ZION | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $1.1M | 0.1% | +0% | 57.8 |
| 100 |  $LEN | LENNAR CORP /NEW/ | $1.1M | 0.1% | -0% | 49.2 |
| 101 |  $VVV | VALVOLINE INC | $1.1M | 0.1% | +0% | 52.9 |
| 102 |  $AA | Alcoa Corp | $1.1M | 0.1% | -12% | 66.2 |
| 103 |  $ATR | APTARGROUP, INC. | $1.0M | 0.1% | +0% | 64 |
| 104 |  $WWD | Woodward, Inc. | $991,797 | 0.1% | -44% | 70.2 |
| 105 |  $ARW | ARROW ELECTRONICS, INC. | $991,681 | 0.1% | -31% | 51.4 |
| 106 |  $ISRG | INTUITIVE SURGICAL INC | $990,207 | 0.1% | -2% | 81.4 |
| 107 |  $BRK.B | BERKSHIRE HATHAWAY INC | $976,131 | 0.1% | -2% | 64.5 |
| 108 |  $GTES | Gates Industrial Corp plc | $974,333 | 0.1% | +0% | — |
| 109 |  $SBR | SABINE ROYALTY TRUST | $973,921 | 0.1% | +0% | — |
| 110 |  $FCN | FTI CONSULTING, INC | $960,215 | 0.1% | NEW | 55.2 |
| 111 |  $SPY | SPDR S&P 500 ETF TRUST | $950,931 | 0.1% | -30% | — |
| 112 |  $HSIC | HENRY SCHEIN INC | $941,665 | 0.1% | -11% | 52 |
| 113 |  $OMF | OneMain Holdings, Inc. | $940,408 | 0.1% | -0% | — |
| 114 |  $ABT | ABBOTT LABORATORIES | $934,340 | 0.1% | -71% | 67 |
| 115 |  $TER | TERADYNE, INC | $908,948 | 0.1% | NEW | 74.6 |
| 116 |  $CVCO | CAVCO INDUSTRIES, INC. | $898,844 | 0.1% | +44% | 65.1 |
| 117 |  $TT | Trane Technologies plc | $865,571 | 0.1% | -0% | — |
| 118 |  $MCK | MCKESSON CORP | $854,112 | 0.1% | +0% | 63.7 |
| 119 | — | VANGUARD SPECIALIZED FUNDS | $845,561 | 0.1% | +8% | — |
| 120 |  $ASML | ASML HOLDING NV | $844,011 | 0.1% | -44% | — |
| 121 |  $CNM | Core & Main, Inc. | $839,998 | 0.1% | +0% | 63.4 |
| 122 |  $NSIT | INSIGHT ENTERPRISES INC | $833,471 | 0.1% | +48% | 43.5 |
| 123 |  $ELV | Elevance Health, Inc. | $816,480 | 0.1% | +55% | 59.4 |
| 124 |  $LRCX | LAM RESEARCH CORP | $815,114 | 0.1% | -6% | 82.4 |
| 125 |  $AXP | AMERICAN EXPRESS CO | $807,017 | 0.1% | -1% | 73.2 |
| 126 |  $DCI | DONALDSON Co INC | $796,590 | 0.1% | -35% | 64.7 |
| 127 |  $HAYW | Hayward Holdings, Inc. | $794,599 | 0.1% | +0% | 58.3 |
| 128 |  $HURN | Huron Consulting Group Inc. | $788,016 | 0.1% | +84% | 55.5 |
| 129 |  $MWA | Mueller Water Products, Inc. | $780,194 | 0.1% | +35% | 64.7 |
| 130 |  $WFC | WELLS FARGO & COMPANY/MN | $778,586 | 0.1% | -3% | — |
| 131 |  $SBUX | STARBUCKS CORP | $777,911 | 0.1% | -0% | 54.6 |
| 132 |  $MSA | MSA Safety Inc | $763,680 | 0.1% | +0% | 59.1 |
| 133 |  $HLI | HOULIHAN LOKEY, INC. | $748,548 | 0.1% | +21% | 67.3 |
| 134 |  $SYY | SYSCO CORP | $738,551 | 0.1% | -2% | 58.4 |
| 135 |  $WMT | Walmart Inc. | $734,128 | 0.1% | +0% | 63.2 |
| 136 |  $BSX | BOSTON SCIENTIFIC CORP | $709,390 | 0.1% | NEW | 79.9 |
| 137 |  $FICO | FAIR ISAAC CORP | $700,307 | 0.1% | NEW | 75.6 |
| 138 |  $SHEL | Shell plc | $692,013 | 0.1% | -31% | — |
| 139 |  $LLY | ELI LILLY & Co | $673,058 | 0.1% | -7% | 89.3 |
| 140 |  $SPGI | S&P Global Inc. | $649,924 | 0.1% | NEW | 79.4 |
| 141 |  $MOH | MOLINA HEALTHCARE, INC. | $644,506 | 0.1% | -43% | 60.5 |
| 142 |  $EL | ESTEE LAUDER COMPANIES INC | $632,151 | 0.1% | -10% | 52.5 |
| 143 |  $CSL | CARLISLE COMPANIES INC | $627,206 | 0.1% | -6% | 65 |
| 144 |  $HUM | HUMANA INC | $625,245 | 0.1% | -0% | 82 |
| 145 |  $RVTY | REVVITY, INC. | $623,171 | 0.1% | +0% | 52.4 |
| 146 |  $AJG | Arthur J. Gallagher & Co. | $609,892 | 0.1% | NEW | 72.1 |
| 147 |  $LPX | LOUISIANA-PACIFIC CORP | $602,880 | 0.1% | +22% | 50.7 |
| 148 |  $CSX | CSX CORP | $591,121 | 0.1% | -0% | 66.4 |
| 149 |  $BDX | BECTON DICKINSON & CO | $587,571 | 0.1% | -1% | 50.7 |
| 150 |  $MRK | Merck & Co., Inc. | $582,325 | 0.1% | -29% | 70.9 |
| 151 |  $LUV | SOUTHWEST AIRLINES CO | $578,128 | 0.1% | +0% | 51.1 |
| 152 | — | VANGUARD BD INDEX FDS | $569,487 | 0.1% | +0% | — |
| 153 |  $MMM | 3M CO | $569,012 | 0.1% | -0% | 60.7 |
| 154 |  $MTN | VAIL RESORTS INC | $561,016 | 0.1% | -2% | 65 |
| 155 |  $FBIN | Fortune Brands Innovations, Inc. | $544,489 | 0.1% | -0% | 48.7 |
| 156 | — | VANGUARD INTL EQUITY INDEX F | $535,204 | 0.1% | +4% | — |
| 157 |  $SSD | Simpson Manufacturing Co., Inc. | $513,659 | 0.1% | +0% | 62.6 |
| 158 |  $TCBI | TEXAS CAPITAL BANCSHARES INC/TX | $493,376 | 0.1% | +0% | — |
| 159 |  $EMR | EMERSON ELECTRIC CO | $482,940 | 0.1% | -0% | 65.9 |
| 160 |  $IBIT | iShares Bitcoin Trust ETF | $472,221 | 0.1% | NEW | — |
| 161 |  $BJ | BJ's Wholesale Club Holdings, Inc. | $451,847 | 0.1% | +0% | 58.8 |
| 162 |  $C | CITIGROUP INC | $442,299 | 0.1% | -3% | 54.8 |
| 163 |  $DIS | Walt Disney Co | $434,386 | 0.1% | +0% | 68.9 |
| 164 |  $BAC | BANK OF AMERICA CORP /DE/ | $425,106 | 0.1% | -3% | 68.4 |
| 165 |  $VNT | Vontier Corp | $421,349 | 0.1% | +0% | 60.5 |
| 166 |  $LBRDA | Liberty Broadband Corp | $409,292 | 0.1% | +0% | 59.4 |
| 167 |  $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $405,694 | 0.0% | -3% | — |
| 168 |  $CMI | CUMMINS INC | $396,521 | 0.0% | -27% | 58.9 |
| 169 |  $JBHT | HUNT J B TRANSPORT SERVICES INC | $389,897 | 0.0% | -0% | 56.5 |
| 170 | — | ISHARES TR | $387,355 | 0.0% | +0% | — |
| 171 |  $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | $377,816 | 0.0% | +0% | 64.2 |
| 172 |  $AMP | AMERIPRISE FINANCIAL INC | $375,963 | 0.0% | -10% | 70.2 |
| 173 | — | SCHWAB STRATEGIC TR | $372,224 | 0.0% | +0% | — |
| 174 |  $PFE | PFIZER INC | $353,079 | 0.0% | +2% | 69 |
| 175 |  $CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | $352,964 | 0.0% | -3% | 57.7 |
| 176 |  $CTS | CTS CORP | $347,646 | 0.0% | -1% | 58.6 |
| 177 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $336,496 | 0.0% | -40% | — |
| 178 |  $APD | Air Products & Chemicals, Inc. | $294,267 | 0.0% | +0% | 41.2 |
| 179 |  $PSLV | Sprott Physical Silver Trust | $292,680 | 0.0% | +0% | — |
| 180 |  $PAYX | PAYCHEX INC | $291,009 | 0.0% | +1% | 75.1 |
| 181 |  $CTVA | Corteva, Inc. | $289,137 | 0.0% | -0% | 48.4 |
| 182 |  $EQT | EQT Corp | $282,498 | 0.0% | NEW | 83.3 |
| 183 |  $RHI | ROBERT HALF INC. | $280,848 | 0.0% | +0% | 43.6 |
| 184 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $280,664 | 0.0% | NEW | 63.7 |
| 185 |  $NEE | NEXTERA ENERGY INC | $277,167 | 0.0% | +3% | 71.7 |
| 186 |  $CALM | CAL-MAINE FOODS INC | $269,349 | 0.0% | +0% | 85.7 |
| 187 |  $KMI | KINDER MORGAN, INC. | $262,508 | 0.0% | NEW | 74.6 |
| 188 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $258,334 | 0.0% | -13% | 66.4 |
| 189 |  $ACN | Accenture plc | $255,002 | 0.0% | -8% | — |
| 190 |  $AMT | AMERICAN TOWER CORP /MA/ | $242,130 | 0.0% | -0% | 69.8 |
| 191 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $240,055 | 0.0% | NEW | 71.5 |
| 192 |  $OC | Owens Corning | $237,002 | 0.0% | NEW | 47.3 |
| 193 | — | ISHARES TR | $231,927 | 0.0% | -58% | — |
| 194 |  $AON | Aon plc | $231,111 | 0.0% | -70% | — |
| 195 |  $VMI | VALMONT INDUSTRIES INC | $227,755 | 0.0% | +0% | 60.1 |
| 196 |  $SNPS | SYNOPSYS INC | $216,082 | 0.0% | +1% | 63.1 |
| 197 |  $HSY | HERSHEY CO | $215,791 | 0.0% | NEW | 59.4 |
| 198 |  $MLM | MARTIN MARIETTA MATERIALS INC | $214,869 | 0.0% | -53% | 67.6 |
| 199 |  $GM | General Motors Co | $213,815 | 0.0% | -54% | 58.7 |
| 200 |  $POOL | POOL CORP | $209,615 | 0.0% | NEW | 56.3 |
| 201 | — | SELECT SECTOR SPDR TR | $208,279 | 0.0% | -87% | — |
| 202 |  $CTAS | CINTAS CORP | $202,292 | 0.0% | +1% | 76.3 |
| 203 |  $Q | Qnity Electronics, Inc. | $201,108 | 0.0% | NEW | — |
| 204 |  $CTRA | Coterra Energy Inc. | $200,369 | 0.0% | NEW | 80.6 |
| 205 |  $ABEV | AMBEV S.A. | $62,897 | 0.0% | +0% | — |
New Positions (21)
TOUCHSTONE ETF TRUST$25.4M
$IT GARTNER INC$3.5M EVERPURE INC$2.0M
$SPOT Spotify Technology S.A.$2.0M$ENTG ENTEGRIS INC$1.2M$FCN FTI CONSULTING, INC$960,215$TER TERADYNE, INC$908,948$BSX BOSTON SCIENTIFIC CORP$709,390$FICO FAIR ISAAC CORP$700,307$SPGI S&P Global Inc.$649,924$AJG Arthur J. Gallagher & Co.$609,892$IBIT iShares Bitcoin Trust ETF$472,221$EQT EQT Corp$282,498$TMO THERMO FISHER SCIENTIFIC INC.$280,664$KMI KINDER MORGAN, INC.$262,508
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