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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 20 of 30  ·  596 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ENTG ENTEGRIS INC Technology 3.0 $540.0 $180.00 -20.2%
382 PRU PRUDENTIAL FINL INC Financial Services 5.0 $540.0 $108.00 +12.2%
383 CBRE CBRE GROUP INC Real Estate 4.0 $539.0 $134.75 +12.9%
384 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 5.0 $539.0 $107.80 +2.7%
385 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 7.0 $535.0 +1.0 +16.7% $76.43 +5.1%
386 A AGILENT TECHNOLOGIES INC Healthcare 4.0 $532.0 +1.0 +33.3% $133.00 +19.5%
387 HBAN HUNTINGTON BANCSHARES INC Financial Services 30.0 $532.0 $17.73 -4.0%
388 HSY HERSHEY CO Consumer Defensive 3.0 $527.0 $175.67 +6.1%
389 IDXX IDEXX LABS INC Healthcare 1.0 $527.0 $527.00 +5.7%
390 HUBB HUBBELL INC Industrials 1.0 $524.0 $524.00 -10.3%
391 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 2.0 $523.0 $261.50 +30.8%
392 DDOG DATADOG INC Technology 2.0 $521.0 $260.50 -9.6%
393 ZM ZOOM COMMUNICATIONS INC Technology 6.0 $518.0 +1.0 +20.0% $86.33 +24.4%
394 ATO ATMOS ENERGY CORP Utilities 3.0 $517.0 $172.33 -3.2%
395 CNC CENTENE CORP DEL Healthcare 8.0 $514.0 NEW $64.25 +1.2%
396 EXC EXELON CORP Utilities 11.0 $513.0 +4.0 +57.1% $46.64 -6.1%
397 RKLB ROCKET LAB CORP Industrials 5.0 $509.0 +2.0 +66.7% $101.80 -28.7%
398 SNOW SNOWFLAKE INC Technology 2.0 $509.0 $254.50 +30.8%
399 FITB FIFTH THIRD BANCORP Financial Services 9.0 $508.0 $56.44 -2.9%
400 VRSN VERISIGN INC Technology 2.0 $504.0 $252.00 +11.8%
Page 20 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%