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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 14 of 30  ·  596 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PH PARKER-HANNIFIN CORP Industrials 1.0 $979.0 0.00% $979.00 +2.3%
262 DHI D R HORTON INC Consumer Cyclical 6.0 $978.0 0.00% $163.00 -9.0%
263 UPS UNITED PARCEL SVCS INC Industrials 9.0 $968.0 0.00% +5.0 +125.0% $107.56 -5.2%
264 WMB WILLIAMS COS INC Energy 13.0 $967.0 0.00% -163.0 -92.6% $74.38 -5.2%
265 BLK BLACKROCK INC Financial Services 1.0 $962.0 0.00% -8.0 -88.9% $962.00 +20.2%
266 LNG CHENIERE ENERGY INC Energy 4.0 $957.0 0.00% $239.25 +16.0%
267 ALL ALLSTATE CORP Financial Services 4.0 $952.0 0.00% $238.00 +6.7%
268 FERG FERGUSON ENTERPRISES INC Industrials 4.0 $950.0 0.00% $237.50 +2.0%
269 KR KROGER CO Consumer Defensive 17.0 $945.0 0.00% $55.59 +4.2%
270 AMP AMERIPRISE FINL INC Financial Services 2.0 $918.0 0.00% $459.00 +21.0%
271 TGT TARGET CORP Consumer Defensive 7.0 $915.0 0.00% +6.0 +600.0% $130.71 +26.6%
272 MCO MOODYS CORP Financial Services 2.0 $906.0 0.00% $453.00 +11.1%
273 SNPS SYNOPSYS INC Technology 2.0 $893.0 0.00% +1.0 +100.0% $446.50 -10.9%
274 LOW LOWES COS INC Consumer Cyclical 4.0 $882.0 0.00% $220.50 -2.0%
275 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 3.0 $880.0 0.00% $293.33 +4.0%
276 NRG NRG ENERGY INC Utilities 6.0 $877.0 0.00% $146.17 -22.6%
277 PGR PROGRESSIVE CORP Financial Services 4.0 $874.0 0.00% -1.0 -20.0% $218.50 +0.4%
278 JBHT HUNT J B TRANS SVCS INC Industrials 3.0 $869.0 0.00% $289.67 -4.9%
279 UBER UBER TECHNOLOGIES INC Technology 12.0 $866.0 0.00% +2.0 +20.0% $72.17 +9.2%
280 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 9.0 $866.0 0.00% +1.0 +12.5% $96.22 -50.3%
Page 14 of 30  ·  596 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%