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Portfolio (Quarterly) Guide ↗

Seneschal Advisors, LLC

· CIK 0002039659
13F Portfolio $146M AUM 658 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 46 New 105 Added 109 Reduced 40 Exited
Page 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ROIV ROIVANT SCIENCES LTD Healthcare 5.0 $177.0 NEW $35.40 +2.9%
42 NVT NVENT ELEC PLC Industrials 1.0 $170.0 NEW $170.00 -9.8%
43 Q QNITY ELECTRONICS INC Technology 1.0 $164.0 NEW $164.00 -21.0%
44 MRNA MODERNA INC Healthcare 2.0 $141.0 NEW $70.50 +110.0%
45 AKAM AKAMAI TECHNOLOGIES INC Technology 1.0 $119.0 NEW $119.00 -7.3%
46 ULS UL SOLUTIONS INC Industrials 1.0 $102.0 NEW $102.00 -27.0%
Page 3 of 3  ·  46 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 28.1%
Consumer Cyclical 24.6%
Energy 12.9%
Consumer Defensive 12.7%
Financial Services 10.8%
Communication Services 4.9%
Healthcare 2.4%
Industrials 2.3%
Utilities 0.8%
Basic Materials 0.4%