Seneca Financial Advisors LLC
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
24 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 31.9% | $5,526,725 |
| Technology | 26.0% | $4,507,520 |
| Energy | 16.6% | $2,885,885 |
| Unclassified | 8.0% | $1,379,898 |
| Healthcare | 4.6% | $797,590 |
| Consumer Cyclical | 3.8% | $658,295 |
| Financial Services | 2.9% | $505,868 |
| Communication Services | 2.4% | $416,693 |
| Utilities | 2.2% | $373,185 |
| Real Estate | 1.7% | $297,937 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −1,485 | 1,166 | $416,693 | |
| NDSN | Nordson Corp | −678 | 14,320 | $4,320,200 | |
| AMZN | Amazon Com Inc | −272 | 2,762 | $658,295 | |
| AAPL | Apple Inc. | −149 | 6,061 | $1,753,810 | |
| AVGO | Broadcom Inc. | −25 | 914 | $345,263 | |
| SPY | Spdr S&P 500 ETF Trust | −21 | 1,039 | $775,894 | |
| MSFT | Microsoft Corp | −4 | 3,180 | $1,186,203 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NDSN |
Nordson Corp
Industrials
|
Reduced | 14,320 | $4,320,200 | 24.90% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 21,108 | $2,885,885 | 16.63% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 6,061 | $1,753,810 | 10.11% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 3,180 | $1,186,203 | 6.84% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,039 | $775,894 | 4.47% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,348 | $669,901 | 3.86% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 2,762 | $658,295 | 3.79% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 1,505 | $544,990 | 3.14% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 481 | $512,216 | 2.95% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,166 | $416,693 | 2.40% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 479 | $352,735 | 2.03% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 914 | $345,263 | 1.99% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 1,277 | $326,184 | 1.88% | |
| BNL |
Broadstone Net Lease, Inc.
Real Estate
|
Held | 14,414 | $297,937 | 1.72% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 538 | $269,209 | 1.55% | |
| BFLY |
Butterfly Network, Inc.
Healthcare
|
Held | 30,000 | $252,600 | 1.46% | |
| RTX |
RTX Corp
Industrials
|
Held | 1,325 | $251,392 | 1.45% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 481 | $251,269 | 1.45% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 723 | $236,659 | 1.36% | |
| GGG |
Graco Inc
Industrials
|
Held | 3,000 | $226,830 | 1.31% | |
| PAYX |
Paychex Inc
Technology
|
Added | 2,300 | $226,159 | 1.30% | |
| AEE |
Ameren Corp
Utilities
|
NEW | 1,950 | $220,428 | 1.27% | |
| XYL |
Xylem Inc.
Industrials
|
Held | 1,828 | $216,087 | 1.25% | |
| AES |
Aes Corp
Utilities
|
Held | 10,420 | $152,757 | 0.88% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.