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Portfolio (Quarterly) Guide ↗

Seneschal Advisors, LLC

· CIK 0002039659
13F Portfolio $138M AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 589 New
Page 13 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ADSK AUTODESK INC Technology 3.0 $954.0 0.00% NEW $318.00 -24.5%
242 MCO MOODYS CORP Financial Services 2.0 $953.0 0.00% NEW $476.50 -6.5%
243 GWW GRAINGER W W INC Industrials 1.0 $953.0 0.00% NEW $953.00 +30.0%
244 MDT MEDTRONIC PLC Healthcare 10.0 $953.0 0.00% NEW $95.30 -18.0%
245 LNG CHENIERE ENERGY INC Energy 4.0 $940.0 0.00% NEW $235.00 +2.3%
246 NOW SERVICENOW INC Technology 1.0 $921.0 0.00% NEW $921.00 -89.2%
247 MSI MOTOROLA SOLUTIONS INC Technology 2.0 $915.0 0.00% NEW $457.50 -12.5%
248 EBAY EBAY INC Consumer Cyclical 10.0 $910.0 0.00% NEW $91.00 +28.7%
249 FERG FERGUSON ENTERPRISES INC Industrials 4.0 $899.0 0.00% NEW $224.75 -0.4%
250 ISRG INTUITIVE SURGICAL INC Healthcare 2.0 $895.0 0.00% NEW $447.50 -1.7%
251 TEL TE CONNECTIVITY PLC Technology 4.0 $879.0 0.00% NEW $219.75 -8.4%
252 BSX BOSTON SCIENTIFIC CORP Healthcare 9.0 $879.0 0.00% NEW $97.67 -41.5%
253 CI THE CIGNA GROUP Healthcare 3.0 $865.0 0.00% NEW $288.33 -2.2%
254 ALL ALLSTATE CORP Financial Services 4.0 $859.0 0.00% NEW $214.75 -0.1%
255 HCA HCA HEALTHCARE INC Healthcare 2.0 $853.0 0.00% NEW $426.50 -8.0%
256 WDC WESTERN DIGITAL CORP Technology 7.0 $841.0 0.00% NEW $120.14 +282.6%
257 PWR QUANTA SVCS INC Industrials 2.0 $829.0 0.00% NEW $414.50 +71.3%
258 FIX COMFORT SYS USA INC Industrials 1.0 $826.0 0.00% NEW $826.00 +122.0%
259 MET METLIFE INC Financial Services 10.0 $824.0 0.00% NEW $82.40 +2.3%
260 CTAS CINTAS CORP Industrials 4.0 $822.0 0.00% NEW $205.50 -16.1%
Page 13 of 30  ·  589 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 32.8%
Consumer Cyclical 21.6%
Consumer Defensive 11.0%
Financial Services 10.1%
Energy 9.9%
Communication Services 9.4%
Healthcare 2.1%
Industrials 1.8%
Utilities 0.7%
Basic Materials 0.3%