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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 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VZ VERIZON COMMUNICATIONS INC Communication Services 1,081.0 $46K 0.03% -385.0 -26.3% $42.34 +16.8%
42 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 177.0 $44K 0.03% -25.0 -12.4% $249.98 -4.1%
43 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 193.0 $35K 0.02% -3.0 -1.5% $181.15 +15.7%
44 HD HOME DEPOT INC Consumer Cyclical 97.0 $34K 0.02% -7.0 -6.7% $351.43 -4.5%
45 NWBI NORTHWEST BANCSHARES INC Financial Services 1,500.0 $23K 0.02% -750.0 -33.3% $15.16 +1.7%
46 JNK SPDR SERIES TRUST 233.0 $22K 0.01% -17.0 -6.8% $96.37 -0.5%
47 MCD MCDONALDS CORP Consumer Cyclical 78.0 $21K 0.01% -1.0 -1.3% $270.32 +0.2%
48 ADBE ADOBE INC Technology 100.0 $21K 0.01% -3.0 -2.9% $205.02 +34.3%
49 GE GE AEROSPACE Industrials 35.0 $13K 0.01% -30.0 -46.1% $374.71 -7.0%
50 DIS DISNEY WALT CO Communication Services 126.0 $12K 0.01% -2.0 -1.6% $96.25 +12.0%
51 NKE NIKE INC Consumer Cyclical 210.0 $9K 0.01% -5.0 -2.3% $41.06 -0.7%
52 AMD ADVANCED MICRO DEVICES INC Technology 9.0 $5K 0.00% -45.0 -83.3% $581.00 -18.5%
53 ADP AUTOMATIC DATA PROCESSING IN Industrials 17.0 $4K 0.00% -1.0 -5.6% $224.00 +25.4%
54 CSCO CISCO SYS INC Technology 32.0 $4K 0.00% -137.0 -81.1% $117.47 -5.5%
55 GEV GE VERNOVA INC Utilities 3.0 $4K 0.00% -4.0 -57.1% $1175.33 -18.6%
56 IBM INTERNATIONAL BUSINESS MACHS Technology 10.0 $3K 0.00% -39.0 -79.6% $276.70 -14.8%
57 UNH UNITEDHEALTH GROUP INC Healthcare 6.0 $2K 0.00% -40.0 -87.0% $415.67 -6.1%
58 APP APPLOVIN CORP Technology 4.0 $2K 0.00% -1.0 -20.0% $515.25 -40.7%
59 FSLR FIRST SOLAR INC Energy 7.0 $2K 0.00% -1.0 -12.5% $236.00 -9.2%
60 GILD GILEAD SCIENCES INC Healthcare 12.0 $2K 0.00% -98.0 -89.1% $126.42 +15.6%
Page 3 of 6  ·  109 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%