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Portfolio (Quarterly) Guide ↗

Seneschal Advisors, LLC

· CIK 0002039659
13F Portfolio $146M AUM 658 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 46 New 105 Added 109 Reduced 40 Exited
Page 2 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFSV DIMENSIONAL ETF TRUST 2,380.0 $92K 0.06% +210.0 +9.7% $38.79 +3.9%
22 JNJ JOHNSON & JOHNSON Healthcare 339.0 $86K 0.06% +2.0 +0.6% $254.08 +6.4%
23 TMO THERMO FISHER SCIENTIFIC INC Healthcare 167.0 $84K 0.06% +1.0 +0.6% $501.37 +25.5%
24 MRK MERCK & CO INC Healthcare 548.0 $70K 0.05% +6.0 +1.1% $128.48 +18.7%
25 RTX RTX CORPORATION Industrials 332.0 $63K 0.04% +2.0 +0.6% $189.75 +10.6%
26 VXUS VANGUARD STAR FDS 626.0 $54K 0.04% +50.0 +8.7% $85.51 +2.6%
27 ECL ECOLAB INC Basic Materials 178.0 $50K 0.03% +1.0 +0.6% $278.61 +1.1%
28 MU MICRON TECHNOLOGY INC Technology 39.0 $45K 0.03% +29.0 +290.0% $1154.31 -16.2%
29 MGK VANGUARD WORLD FD 480.0 $42K 0.03% +384.0 +400.0% $87.91 +1.2%
30 SCHW SCHWAB CHARLES CORP Financial Services 431.0 $40K 0.03% +3.0 +0.7% $92.29 +21.7%
31 IWF ISHARES TR 312.0 $39K 0.03% +234.0 +300.0% $124.17 -1.4%
32 TR TOOTSIE ROLL INDS INC Consumer Defensive 846.0 $33K 0.02% +24.0 +2.9% $39.55 +3.6%
33 HDV ISHARES TR 650.0 $18K 0.01% +520.0 +400.0% $27.41 +8.8%
34 ASTS AST SPACEMOBILE INC Technology 99.0 $9K 0.01% +95.0 +2375.0% $88.87 -22.8%
35 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 510.0 $9K 0.01% +6.0 +1.2% $17.19 -6.0%
36 KLAC KLA CORP Technology 20.0 $6K 0.00% +18.0 +900.0% $301.75 -39.0%
37 FXI ISHARES TR 168.0 $5K 0.00% +1.0 +0.6% $31.61 +13.4%
38 SCHX SCHWAB STRATEGIC TR 140.0 $4K 0.00% +1.0 +0.7% $29.39 +2.8%
39 PG PROCTER & GAMBLE CO Consumer Defensive 28.0 $4K 0.00% +1.0 +3.7% $146.11 -1.0%
40 BKNG BOOKING HOLDINGS INC Consumer Cyclical 13.0 $2K 0.00% +12.0 +1200.0% $178.31 +17.6%
Page 2 of 6  ·  105 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 28.1%
Consumer Cyclical 24.6%
Energy 12.9%
Consumer Defensive 12.7%
Financial Services 10.8%
Communication Services 4.9%
Healthcare 2.4%
Industrials 2.3%
Utilities 0.8%
Basic Materials 0.4%