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Portfolio (Quarterly) Guide ↗

Seneschal Advisors, LLC

· CIK 0002039659
13F Portfolio $136M AUM 659 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 31 New 76 Added 71 Reduced 30 Exited
Page 1 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 SGOV ISHARES TR 1,801 $181K 0.13% SOLD
2 IBIT ISHARES BITCOIN TRUST ETF Financial Services 1,955 $127K 0.09% SOLD
3 WY WEYERHAEUSER CO MTN BE Real Estate 2,404 $60K 0.04% SOLD
4 NVS NOVARTIS AG Healthcare 178 $23K 0.02% SOLD
5 UL UNILEVER PLC Consumer Defensive 316 $19K 0.01% SOLD
6 MUB ISHARES TR 138 $15K 0.01% SOLD
7 AGG ISHARES TR 139 $14K 0.01% SOLD
8 IUSB ISHARES TR 196 $9K 0.01% SOLD
9 LQD ISHARES TR 82 $9K 0.01% SOLD
10 AEP AMERICAN ELEC PWR CO INC Utilities 72 $8K 0.01% SOLD
11 USHY ISHARES TR 202 $8K 0.01% SOLD
12 NEBIUS GROUP NV 37 $4K 0.00% SOLD
13 PEP PEPSICO INC Consumer Defensive 14 $2K 0.00% SOLD
14 MKL MARKEL GROUP INC Financial Services 1 $2K 0.00% SOLD
15 TILRAY BRANDS INC 700 $1K 0.00% SOLD
16 FISV FISERV INC Technology 5 $645.0 SOLD
17 TYL TYLER TECHNOLOGIES INC Technology 1 $524.0 SOLD
18 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 9 $353.0 SOLD
19 KELLANOVA 4 $329.0 SOLD
20 POOL POOL CORP Industrials 1 $311.0 SOLD
Page 1 of 2  ·  30 positions
Sector Allocation
Technology 29.4%
Consumer Cyclical 22.8%
Communication Services 11.1%
Consumer Defensive 10.8%
Financial Services 10.4%
Energy 9.9%
Healthcare 2.5%
Industrials 2.0%
Utilities 0.7%
Basic Materials 0.3%