Portfolio (Quarterly)
Guide ↗
Seneschal Advisors, LLC
· CIK 0002039659| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ACN | ACCENTURE PLC IRELAND | Technology | 135 | $36K | 0.03% | SOLD |
| 2 | BBAI | BIGBEAR AI HLDGS INC | Technology | 4,190 | $23K | 0.02% | SOLD |
| 3 | IEFA | ISHARES TR | — | 126 | $11K | 0.01% | SOLD |
| 4 | CTRA | COTERRA ENERGY INC | Energy | 401 | $11K | 0.01% | SOLD |
| 5 | DUK | DUKE ENERGY CORP NEW | Utilities | 65 | $8K | 0.01% | SOLD |
| 6 | GSK | GSK PLC | Healthcare | 148 | $7K | 0.01% | SOLD |
| 7 | DLR | DIGITAL RLTY TR INC | Real Estate | 46 | $7K | 0.01% | SOLD |
| 8 | DFIP | DIMENSIONAL ETF TRUST | — | 159 | $7K | 0.01% | SOLD |
| 9 | VGIT | VANGUARD SCOTTSDALE FDS | — | 86 | $5K | 0.00% | SOLD |
| 10 | INTU | INTUIT | Technology | 2 | $1K | 0.00% | SOLD |
| 11 | DPZ | DOMINOS PIZZA INC | Consumer Cyclical | 1 | $417.0 | — | SOLD |
| 12 | — | HOLOGIC INC | — | 5 | $373.0 | — | SOLD |
| 13 | ACM | AECOM | Industrials | 3 | $286.0 | — | SOLD |
| 14 | PODD | INSULET CORP | Healthcare | 1 | $285.0 | — | SOLD |
| 15 | CSGP | COSTAR GROUP INC | Real Estate | 4 | $269.0 | — | SOLD |
| 16 | BAH | BOOZ ALLEN HAMILTON HLDG COR | Industrials | 3 | $254.0 | — | SOLD |
| 17 | ZTS | ZOETIS INC | Healthcare | 2 | $252.0 | — | SOLD |
| 18 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | Technology | 1 | $243.0 | — | SOLD |
| 19 | BSY | BENTLEY SYS INC | Technology | 6 | $229.0 | — | SOLD |
| 20 | MORN | MORNINGSTAR INC | Financial Services | 1 | $218.0 | — | SOLD |
Sector Allocation
Technology
26.1%
Consumer Cyclical
22.8%
Energy
11.9%
Communication Services
11.8%
Consumer Defensive
11.8%
Financial Services
10.0%
Healthcare
2.3%
Industrials
2.1%
Utilities
0.8%
Basic Materials
0.3%