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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 7 of 30  ·  596 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 UNIT UNITI GROUP LLC Real Estate 2,723.0 $31K 0.02% NEW $11.47 -12.7%
122 FEDEX FGHT HLDG CO INC 202.0 $31K 0.02% NEW $151.00
123 DFSI DIMENSIONAL ETF TRUST 602.0 $27K 0.02% NEW $45.10 +5.0%
124 TMUS T-MOBILE US INC Communication Services 152.0 $25K 0.02% $167.74 +8.9%
125 MGV VANGUARD WORLD FD 150.0 $25K 0.02% $163.45 +2.9%
126 CRWD CROWDSTRIKE HLDGS INC Technology 31.0 $24K 0.02% $190.80 -0.5%
127 MS MORGAN STANLEY Financial Services 111.0 $23K 0.02% $209.04 +2.1%
128 ESGV VANGUARD WORLD FD 175.0 $23K 0.02% NEW $132.24 +2.6%
129 NWBI NORTHWEST BANCSHARES INC Financial Services 1,500.0 $23K 0.02% -750.0 -33.3% $15.16 +1.3%
130 JNK SPDR SERIES TRUST 233.0 $22K 0.01% -17.0 -6.8% $96.37 -0.5%
131 WM WASTE MGMT INC DEL Industrials 100.0 $22K 0.01% $222.89 +0.8%
132 MCD MCDONALDS CORP Consumer Cyclical 78.0 $21K 0.01% -1.0 -1.3% $270.32 +0.1%
133 ROK ROCKWELL AUTOMATION INC Industrials 42.0 $21K 0.01% $495.12 -11.6%
134 ADBE ADOBE INC Technology 100.0 $21K 0.01% -3.0 -2.9% $205.02 +33.3%
135 FCX FREEPORT MCMORAN INC Basic Materials 300.0 $19K 0.01% $62.89 +22.1%
136 PM PHILIP MORRIS INTL INC Consumer Defensive 100.0 $18K 0.01% $180.91 +4.2%
137 HDV ISHARES TR 650.0 $18K 0.01% +520.0 +400.0% $27.41 +8.7%
138 UNILEVER PLC 280.0 $17K 0.01% $60.12
139 INTC INTEL CORP Technology 116.0 $16K 0.01% $139.91 -35.5%
140 WMT WALMART INC Consumer Defensive 136.0 $15K 0.01% $113.26 -9.1%
Page 7 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%