Seneca Financial Advisors LLC

CIK

2082922

Location

ROCHESTER, NY

Portfolio Value

Micro $16,399,439

Diversification

Diversified

Filing Date

Global Rank

#7,489 / 8,232 ▲ 255

Top Industry

Specialty Industrial Machinery 29.3%

3Y Alpha vs SPY

-7.7%

Period ended 2 months ago

Filed Apr 22, 2026 · 53d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+45.2%

SPY

+76.3%

Annualised alpha

-7.6%

Max drawdown

−23.1%

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

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

Top Position

24.3%

+1.1 pts

Top 5

67.2%

+2.4 pts

Top 10

82.1%

+1.6 pts

HHI

1,303

Diversified+181

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	30.8%	$5,059,124	5
Technology	23.4%	$3,840,047	5
Energy	21.8%	$3,581,183	1
Unclassified	7.2%	$1,188,623	3
Consumer Cyclical	5.2%	$854,105	2
Healthcare	4.0%	$650,734	2
Financial Services	2.8%	$460,902	2
Communication Services	2.2%	$354,561	1
Real Estate	1.6%	$263,343	1
Utilities	0.9%	$146,817	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+284	3,034	$631,891
NVDA	Nvidia Corp	+200	3,347	$583,716
AAPL	Apple Inc.	+154	6,210	$1,576,035
GOOGL	Alphabet Inc.	+67	1,233	$354,561
MSFT	Microsoft Corp	+9	3,184	$1,178,621
CAT	Caterpillar Inc	+1	481	$340,769
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
AVGO	Broadcom Inc.	−91	939	$290,629
RTX	RTX Corp	−45	1,325	$255,592
PAYX	Paychex Inc	−12	2,291	$211,046
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

23 positions · $16,399,439 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NDSN	Nordson Corp Industrials	Held	14,998	0	$3,990,367	+10.7%	24.33%
XOM	Exxon Mobil Corp Energy	Held	21,108	0	$3,581,183	+41.0%	21.84%
AAPL	Apple Inc. Technology	Added	6,210	+154	$1,576,035	−4.3%	9.61%
MSFT	Microsoft Corp Technology	Added	3,184	+9	$1,178,621	−23.2%	7.19%
SPY	Spdr S&P 500 ETF Trust	Held	1,060	0	$689,360	−4.6%	4.20%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,034	+284	$631,891	−0.5%	3.85%
NVDA	Nvidia Corp Technology	Added	3,347	+200	$583,716	−0.5%	3.56%
AMGN	Amgen Inc Healthcare	Held	1,505	0	$529,534	+7.5%	3.23%
GOOGL	Alphabet Inc. Communication Services	Added	1,233	+67	$354,561	−2.8%	2.16%
CAT	Caterpillar Inc Industrials	Added	481	+1	$340,769	+23.9%	2.08%
AVGO	Broadcom Inc. Technology	Reduced	939	-91	$290,629	−18.5%	1.77%
QQQ	Invesco Qqq Trust, Series 1	Held	479	0	$276,469	−6.0%	1.69%
BNL	Broadstone Net Lease, Inc. Real Estate	Held	14,414	0	$263,343	+5.2%	1.61%
RTX	RTX Corp Industrials	Reduced	1,325	-45	$255,592	+1.7%	1.56%
GGG	Graco Inc Industrials	Held	3,000	0	$253,950	+3.3%	1.55%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	518	0	$248,225	−4.7%	1.51%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	481	0	$222,794	−3.6%	1.36%
MCD	Mcdonalds Corp Consumer Cyclical	Held	715	0	$222,214	+1.7%	1.36%
XYL	Xylem Inc. Industrials	Held	1,828	0	$218,446	−12.2%	1.33%
JPM	Jpmorgan Chase & Co Financial Services	Held	723	0	$212,677	−8.7%	1.30%
PAYX	Paychex Inc Technology	Reduced	2,291	-12	$211,046	−18.3%	1.29%
AES	Aes Corp Utilities	Held	10,420	0	$146,817	−1.7%	0.90%
BFLY	Butterfly Network, Inc. Healthcare	Held	30,000	0	$121,200	+6.3%	0.74%