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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 19 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 RF REGIONS FINANCIAL CORP NEW Financial Services 19.0 $502.0 NEW $26.42 +4.2%
362 DOV DOVER CORP Industrials 3.0 $501.0 NEW $167.00 +24.4%
363 ROP ROPER TECHNOLOGIES INC Industrials 1.0 $499.0 NEW $499.00 -34.1%
364 KMB KIMBERLY-CLARK CORP Consumer Defensive 4.0 $498.0 NEW $124.50 -20.7%
365 STE STERIS PLC Healthcare 2.0 $495.0 NEW $247.50 -12.7%
366 SNPS SYNOPSYS INC Technology 1.0 $494.0 NEW $494.00 +1.0%
367 BLDR BUILDERS FIRSTSOURCE INC Industrials 4.0 $485.0 NEW $121.25 -39.1%
368 GEN GEN DIGITAL INC Technology 17.0 $483.0 NEW $28.41 -12.5%
369 WDAY WORKDAY INC Technology 2.0 $482.0 NEW $241.00 -47.5%
370 BR BROADRIDGE FINL SOLUTIONS IN Technology 2.0 $477.0 NEW $238.50 -37.1%
371 NTAP NETAPP INC Technology 4.0 $474.0 NEW $118.50 +4.6%
372 RPM RPM INTL INC Basic Materials 4.0 $472.0 NEW $118.00 -16.5%
373 CAH CARDINAL HEALTH INC Healthcare 3.0 $471.0 NEW $157.00 +27.8%
374 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 7.0 $470.0 NEW $67.14 -22.1%
375 BRO BROWN & BROWN INC Financial Services 5.0 $469.0 NEW $93.80 -37.6%
376 EW EDWARDS LIFESCIENCES CORP Healthcare 6.0 $467.0 NEW $77.83 +6.9%
377 HPE HEWLETT PACKARD ENTERPRISE C Technology 19.0 $467.0 NEW $24.58 +38.2%
378 STT STATE STR CORP Financial Services 4.0 $465.0 NEW $116.25 +32.5%
379 IP INTERNATIONAL PAPER CO Consumer Cyclical 10.0 $464.0 NEW $46.40 -32.1%
380 FIS FIDELITY NATL INFORMATION SV Technology 7.0 $462.0 NEW $66.00 -33.9%
Page 19 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%