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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 25 of 30  ·  596 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 INGERSOLL RAND INC 4.0 $328.0 $82.00
482 MAS MASCO CORP Industrials 4.0 $326.0 $81.50 -10.1%
483 AVY AVERY DENNISON CORP Industrials 2.0 $325.0 $162.50 +13.1%
484 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 5.0 $321.0 -8.0 -61.5% $64.20 +16.5%
485 OC OWENS CORNING NEW Industrials 2.0 $318.0 $159.00 -6.9%
486 BURL BURLINGTON STORES INC Consumer Cyclical 1.0 $317.0 $317.00 +3.0%
487 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 4.0 $317.0 +1.0 +33.3% $79.25 +6.3%
488 RNR RENAISSANCERE HLDGS LTD Financial Services 1.0 $317.0 $317.00 +2.0%
489 PSTG EVERPURE INC 4.0 $316.0 +1.0 +33.3% $79.00
490 SSNC SS&C TECH HLDGS Technology 5.0 $311.0 -1.0 -16.7% $62.20 +33.4%
491 PNR PENTAIR PLC Industrials 4.0 $307.0 $76.75 -16.1%
492 SCI SERVICE CORP INTL Consumer Cyclical 4.0 $304.0 -1.0 -20.0% $76.00 +9.6%
493 BSX BOSTON SCIENTIFIC CORP Healthcare 7.0 $299.0 -2.0 -22.2% $42.71 +17.9%
494 DECK DECKERS OUTDOOR CORP Consumer Cyclical 3.0 $298.0 NEW $99.33 -7.7%
495 UHS UNIVERSAL HLTH SVCS INC Healthcare 2.0 $298.0 $149.00 +19.0%
496 PAYX PAYCHEX INC Industrials 3.0 $295.0 -2.0 -40.0% $98.33 +26.6%
497 COIN COINBASE GLOBAL INC Financial Services 2.0 $293.0 $146.50 +27.3%
498 OTIS OTIS WORLDWIDE CORP Industrials 4.0 $287.0 $71.75 -0.4%
499 CDW CDW CORP Technology 2.0 $282.0 $141.00 -2.7%
500 CPRT COPART INC Industrials 10.0 $282.0 $28.20 +19.9%
Page 25 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%