Seneschal Advisors, LLC

CIK

2039659

Location

TACOMA, WA

Portfolio Value

Micro $191,323

Diversification

Diversified

Filing Date

Global Rank

#7,321 / 8,232 ▲ 167

Top Industry

Internet Retail 19.4%

3Y Alpha vs SPY

-13.4%

Period ended 3 months ago

Filed May 8, 2026 · 38d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+5.0%

SPY

+23.4%

Annualised alpha

-13.4%

Max drawdown

−20.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

521 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

18.2%

−2.0 pts

Top 5

65.2%

+0.3 pts

Top 10

79.7%

−0.0 pts

HHI

978

Diversified−58

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.7%	$5,833,872	106
Consumer Cyclical	22.5%	$4,909,186	60
Energy	14.6%	$3,195,581	15
Consumer Defensive	14.1%	$3,083,832	29
Unclassified	6.4%	$1,387,723	5
Communication Services	4.7%	$1,030,419	24
Financial Services	4.7%	$1,021,515	88
Healthcare	2.6%	$576,086	61
Industrials	2.4%	$516,123	86
Utilities	0.9%	$191,323	25
Basic Materials	0.4%	$76,674	19
Real Estate	0.0%	$9,194	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CRWV	CoreWeave, Inc.	+246	1,246	$96,527
AMD	Advanced Micro Devices Inc	+99	153	$31,123
TSLA	Tesla, Inc.	+25	305	$113,383
TR	Tootsie Roll Industries Inc	+25	847	$36,183
SBUX	Starbucks Corp	+14	7,260	$650,422
KVUE	Kenvue Inc.	+10	20	$344
NET	Cloudflare, Inc.	+9	11	$2,269
TGT	Target Corp	+6	7	$848
FTNT	Fortinet, Inc.	+5	12	$979
MRK	Merck & Co., Inc.	+4	546	$65,677
EXC	Exelon Corp	+4	11	$539
BMY	Bristol Myers Squibb Co	+4	24	$1,455
NKE	NIKE, Inc.	+4	219	$11,567
DXCM	Dexcom Inc	+3	5	$314
IP	International Paper Co /New/	+3	10	$357
PSX	Phillips 66	+3	6	$1,093
UPS	United Parcel Service Inc	+3	7	$688
GM	General Motors Co	+2	15	$1,117
U	Unity Software Inc.	+2	6	$131
SCHW	Schwab Charles Corp	+2	430	$40,410
EIX	Edison International	+2	4	$292
MET	Metlife Inc	+2	12	$848
UBER	Uber Technologies, Inc	+2	12	$863
COHR	Coherent Corp.	+2	3	$714
MCHP	Microchip Technology Inc	+2	8	$516
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TPL	Texas Pacific Land Corp	−1,522	5,957	$2,826,953
AMZN	Amazon Com Inc	−1,100	19,035	$3,964,418
NVDA	Nvidia Corp	−1,000	1,450	$252,879
PLTR	Palantir Technologies Inc.	−242	587	$85,866
ABT	Abbott Laboratories	−157	577	$59,240
ACN	Accenture plc	−132	3	$594
GOOGL	Alphabet Inc.	−99	2,186	$628,605
GLD	Spdr Gold Trust	−70	486	$209,120
AAPL	Apple Inc.	−59	5,481	$1,391,022
META	Meta Platforms, Inc.	−50	171	$97,833
MSFT	Microsoft Corp	−40	8,480	$3,139,041
GLTR	abrdn Precious Metals Basket ETF Trust	−28	168	$36,744
TTWO	Take Two Interactive Software Inc	−25	177	$34,957
JPM	Jpmorgan Chase & Co	−21	281	$82,658
QQQ	Invesco Qqq Trust, Series 1	−20	1,795	$1,036,038
GE	General Electric Co	−18	47	$13,337
T	At&T Inc.	−11	2,317	$67,169
VZ	Verizon Communications Inc	−10	1,456	$73,091
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−8	1,225	$413,988
PYPL	PayPal Holdings, Inc.	−7	3	$135
GEHC	GE HealthCare Technologies Inc.	−6	7	$498
DKNG	DraftKings Inc.	−5	2	$43
HPQ	Hp Inc	−5	2,471	$47,467
FIS	Fidelity National Information Services, Inc.	−4	2	$93
GEV	GE Vernova Inc.	−4	3	$2,617
No positions match the current search.

New Positions

Positions the filer opened this quarter

23 positions

Ticker	Company	Shares	Value
LYEL	Lyell Immunopharma, Inc.	126	$2,527
MMM	3M Co	7	$1,016
JCI	Johnson Controls International plc	7	$916
LITE	Lumentum Holdings Inc.	1	$702
STZ	Constellation Brands, Inc.	3	$450
DTE	Dte Energy Co	3	$438
DOW	Dow Inc.	10	$416
LYB	LyondellBasell Industries N.V.	5	$402
LTBR	LIGHTBRIDGE Corp	37	$394
ON	On Semiconductor Corp	6	$371
WWD	Woodward, Inc.	1	$357
DECK	Deckers Outdoor Corp	3	$300
AMCR	Amcor plc	7	$278
FTI	TechnipFMC plc	4	$276
DD	DuPont de Nemours, Inc.	6	$274
RGLD	Royal Gold Inc	1	$254
BG	Bunge Global SA	2	$254
DJT	Trump Media & Technology Group Corp.	25	$232
ALAB	Astera Labs, Inc.	1	$109
RKT	Rocket Companies, Inc.	6	$85
CCL	Carnival Corp Ltd.	3	$77
UMC	United Microelectronics Corp	5	$44
DGNX	Diginex Ltd	1	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

20 positions

Ticker	Company	Shares	Value
BBAI	BigBear.ai Holdings, Inc.	4,190	$22,626
CSGP	Costar Group, Inc.	4	$268
HUM	Humana Inc	1	$256
BAH	Booz Allen Hamilton Holding Corp	3	$253
ZBRA	Zebra Technologies Corp	1	$242
PINS	Pinterest, Inc.	9	$233
BSY	Bentley Systems Inc	6	$228
MORN	Morningstar, Inc.	1	$217
GWRE	Guidewire Software, Inc.	1	$201
ICLR	Icon PLC	1	$182
MANH	Manhattan Associates Inc	1	$173
TEAM	Atlassian Corp	1	$162
RBRK	Rubrik, Inc.	2	$152
CNH	CNH Industrial N.V.	11	$101
RVTY	Revvity, Inc.	1	$96
BF-A	Brown Forman Corp	3	$78
ZG	Zillow Group, Inc.	1	$68
CHWY	Chewy, Inc.	2	$66
SNAP	Snap Inc	8	$64
TTD	Trade Desk, Inc.	1	$37
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

25 positions · $191,323 total · Utilities only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NEE	Nextera Energy Inc Utilities	Held	800	0	$74,304	+15.7%	38.84%
WEC	Wec Energy Group, Inc. Utilities	Held	453	0	$52,443	+9.8%	27.41%
NI	Nisource Inc. Utilities	Held	989	0	$46,145	+11.7%	24.12%
DUK	Duke Energy CORP Utilities	Held	65	0	$8,511	+11.7%	4.45%
NRG	Nrg Energy, Inc. Utilities	Held	6	0	$876	−8.3%	0.46%
CEG	Constellation Energy Corp Utilities	Held	3	0	$837	−21.0%	0.44%
SRE	Sempra Utilities	Added	8	+2	$777	+46.9%	0.41%
ATO	Atmos Energy Corp Utilities	Held	3	0	$554	+10.4%	0.29%
EXC	Exelon Corp Utilities	Added	11	+4	$539	+76.7%	0.28%
D	Dominion Energy, Inc Utilities	Held	8	0	$494	+5.6%	0.26%
XEL	Xcel Energy Inc Utilities	Added	6	+1	$476	+29.0%	0.25%
CNP	Centerpoint Energy Inc Utilities	Held	11	0	$474	+12.6%	0.25%
CMS	Cms Energy Corp Utilities	Held	6	0	$465	+11.0%	0.24%
ED	Consolidated Edison Inc Utilities	Added	4	+1	$452	+52.2%	0.24%
ETR	Entergy Corp /De/ Utilities	Held	4	0	$449	+21.7%	0.23%
AEE	Ameren Corp Utilities	Added	4	+1	$439	+46.8%	0.23%
DTE	Dte Energy Co Utilities	NEW	3	NEW	$438	NEW	0.23%
LNT	Alliant Energy Corp Utilities	Held	6	0	$430	+10.3%	0.22%
PPL	PPL Corp Utilities	Held	11	0	$420	+9.1%	0.22%
ES	Eversource Energy Utilities	Held	6	0	$415	+3.0%	0.22%
AWK	American Water Works Company, Inc. Utilities	Held	3	0	$408	+4.3%	0.21%
PEG	Public Service Enterprise Group Inc Utilities	Held	5	0	$404	+0.7%	0.21%
EIX	Edison International Utilities	Added	4	+2	$292	+143.3%	0.15%
PNW	Pinnacle West Capital Corp Utilities	Held	2	0	$201	+13.6%	0.11%
WTRG	Essential Utilities, Inc. Utilities	Held	2	0	$80	+5.3%	0.04%