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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 5 of 30  ·  589 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VZ VERIZON COMMUNICATIONS INC Communication Services 1,466.0 $64K 0.05% NEW $43.95 +8.8%
82 KO COCA COLA CO Consumer Defensive 915.0 $61K 0.04% NEW $66.32 +22.4%
83 JNJ JOHNSON & JOHNSON Healthcare 326.0 $60K 0.04% NEW $185.27 +25.1%
84 NEE NEXTERA ENERGY INC Utilities 800.0 $60K 0.04% NEW $75.49 +18.8%
85 WY WEYERHAEUSER CO MTN BE Real Estate 2,404.0 $60K 0.04% NEW $24.79 -6.3%
86 IWO ISHARES TR 183.0 $59K 0.04% NEW $320.04 +15.0%
87 RTX RTX CORPORATION Industrials 329.0 $55K 0.04% NEW $167.34 +4.5%
88 TIP ISHARES TR 491.0 $55K 0.04% NEW $111.22 -0.8%
89 IJS ISHARES TR 484.0 $54K 0.04% NEW $110.59 +16.0%
90 WEC WEC ENERGY GROUP INC Utilities 453.0 $52K 0.04% NEW $114.59 -3.4%
91 VIG VANGUARD SPECIALIZED FUNDS 227.0 $49K 0.04% NEW $215.79 +7.1%
92 VXUS VANGUARD STAR FDS 664.0 $49K 0.04% NEW $73.46 +15.1%
93 DVY ISHARES TR 343.0 $49K 0.04% NEW $142.10 +8.5%
94 ECL ECOLAB INC Basic Materials 177.0 $48K 0.04% NEW $273.86 -8.6%
95 BN BROOKFIELD CORP Financial Services 675.0 $46K 0.03% NEW $68.58 -33.7%
96 PANW PALO ALTO NETWORKS INC Technology 213.0 $43K 0.03% NEW $203.62 +24.2%
97 NI NISOURCE INC Utilities 989.0 $43K 0.03% NEW $43.28 +10.2%
98 MRK MERCK & CO INC Healthcare 497.0 $42K 0.03% NEW $83.87 +38.2%
99 SCHW SCHWAB CHARLES CORP Financial Services 427.0 $41K 0.03% NEW $95.48 -5.6%
100 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 152.0 $39K 0.03% NEW $258.36 -8.4%
Page 5 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%