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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 8 of 30  ·  596 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AVGO BROADCOM INC Technology 40.0 $15K 0.01% $377.75 -2.5%
142 XBI SPDR SERIES TRUST 90.0 $14K 0.01% $158.26 +4.7%
143 SLV ISHARES SILVER TR Financial Services 255.0 $14K 0.01% $53.47 +17.3%
144 ORCL ORACLE CORP Technology 90.0 $13K 0.01% $146.57 -0.1%
145 LMT LOCKHEED MARTIN CORP Industrials 26.0 $13K 0.01% $506.50 +11.3%
146 GE GE AEROSPACE Industrials 35.0 $13K 0.01% -30.0 -46.1% $374.71 -7.0%
147 DIS DISNEY WALT CO Communication Services 126.0 $12K 0.01% -2.0 -1.6% $96.25 +12.0%
148 ALK ALASKA AIR GROUP INC Industrials 232.0 $12K 0.01% $52.20 -22.6%
149 CARR CARRIER GLOBAL CORPORATION Industrials 161.0 $12K 0.01% $73.36 -17.7%
150 DVN DEVON ENERGY CORP NEW Energy 280.0 $12K 0.01% NEW $41.32 +18.8%
151 DFSE DIMENSIONAL ETF TRUST 228.0 $11K 0.01% NEW $48.88 -0.6%
152 CB CHUBB LIMITED Financial Services 29.0 $10K 0.01% $340.76 +0.1%
153 IXC ISHARES TR 200.0 $10K 0.01% $49.13 +19.0%
154 ASTS AST SPACEMOBILE INC Technology 99.0 $9K 0.01% +95.0 +2375.0% $88.87 -22.8%
155 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 510.0 $9K 0.01% +6.0 +1.2% $17.19 -6.0%
156 NKE NIKE INC Consumer Cyclical 210.0 $9K 0.01% -5.0 -2.3% $41.06 -0.7%
157 LRCX LAM RESEARCH CORP Technology 17.0 $7K 0.01% $433.35 -27.5%
158 MO ALTRIA GROUP INC Consumer Defensive 100.0 $7K 0.01% $71.95 -8.1%
159 BROS DUTCH BROS INC Consumer Cyclical 100.0 $7K 0.01% $71.81 -30.6%
160 KLAC KLA CORP Technology 20.0 $6K 0.00% +18.0 +900.0% $301.75 -39.0%
Page 8 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%