Portfolio (Quarterly)
Guide ↗
Seneschal Advisors, LLC
· CIK 0002039659| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | ACI | ALBERTSONS COS INC | Consumer Defensive | 16 | $281.0 | — | SOLD |
| 22 | — | AMCOR PLC | — | 32 | $262.0 | — | SOLD |
| 23 | — | FLUTTER ENTMT PLC | — | 1 | $254.0 | — | SOLD |
| 24 | AKAM | AKAMAI TECHNOLOGIES INC | Technology | 3 | $228.0 | — | SOLD |
| 25 | — | INTERPUBLIC GROUP COS INC | — | 7 | $196.0 | — | SOLD |
| 26 | — | U HAUL HOLDING COMPANY | — | 3 | $153.0 | — | SOLD |
| 27 | STZ | CONSTELLATION BRANDS INC | Consumer Defensive | 1 | $135.0 | — | SOLD |
| 28 | SFM | SPROUTS FMRS MKT INC | Consumer Defensive | 1 | $109.0 | — | SOLD |
| 29 | FND | FLOOR & DECOR HLDGS INC | Consumer Cyclical | 1 | $74.0 | — | SOLD |
| 30 | BAX | BAXTER INTL INC | Healthcare | 3 | $69.0 | — | SOLD |
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%