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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 4 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HOOD ROBINHOOD MKTS INC Financial Services 15.0 $2K 0.00% -1.0 -6.2% $100.33 +7.3%
62 UAL UNITED AIRLS HLDGS INC Industrials 10.0 $1K 0.00% -1.0 -9.1% $136.00 -16.9%
63 AFL AFLAC INC Financial Services 10.0 $1K 0.00% -4.0 -28.6% $117.30 -0.7%
64 CVS CVS HEALTH CORP Healthcare 11.0 $1K 0.00% -310.0 -96.6% $103.45 -9.9%
65 PNC PNC FINL SVCS GROUP INC Financial Services 4.0 $985.0 0.00% -53.0 -93.0% $246.25 -1.2%
66 WMB WILLIAMS COS INC Energy 13.0 $967.0 0.00% -163.0 -92.6% $74.38 -4.7%
67 BLK BLACKROCK INC Financial Services 1.0 $962.0 0.00% -8.0 -88.9% $962.00 +20.1%
68 PGR PROGRESSIVE CORP Financial Services 4.0 $874.0 0.00% -1.0 -20.0% $218.50 +0.4%
69 MDT MEDTRONIC PLC Healthcare 9.0 $705.0 -1.0 -10.0% $78.33 +18.8%
70 MRSH MARSH & MCLENNAN COS INC Financial Services 4.0 $667.0 -1.0 -20.0% $166.75 +14.8%
71 SYK STRYKER CORPORATION Healthcare 2.0 $630.0 -1.0 -33.3% $315.00 +4.6%
72 DHR DANAHER CORP DEL Healthcare 3.0 $572.0 -1.0 -25.0% $190.67 +14.1%
73 RJF RAYMOND JAMES FINL INC Financial Services 3.0 $457.0 -1.0 -25.0% $152.33 +15.2%
74 KDP KEURIG DR PEPPER INC Consumer Defensive 13.0 $426.0 -3.0 -18.8% $32.77 -2.3%
75 CMCSA COMCAST CORP NEW Communication Services 16.0 $393.0 -12.0 -42.9% $24.56 +9.3%
76 DASH DOORDASH INC Communication Services 2.0 $370.0 -1.0 -33.3% $185.00 +20.2%
77 CRBG COREBRIDGE FINL INC 12.0 $344.0 -2.0 -14.3% $28.67
78 ROP ROPER TECHNOLOGIES INC Industrials 1.0 $339.0 -1.0 -50.0% $339.00 +20.8%
79 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 5.0 $321.0 -8.0 -61.5% $64.20 +16.0%
80 SSNC SS&C TECH HLDGS Technology 5.0 $311.0 -1.0 -16.7% $62.20 +32.9%
Page 4 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%