Seneca Financial Advisors LLC
Filing Date
Global Rank
#7,987
/ 8,603
▲ 86
· as of Mar 2026
Top Industry
Specialty Industrial Machinery
38.4%
3Y Alpha vs SPY
-7.8%
Period ended 3 months ago
Filed Apr 22, 2026 · 3mo
22 quarters · since Dec 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+45.5%
SPY
+76.0%
Annualised alpha
-7.4%
Max drawdown
−25.3%
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
22 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
31.1%
+3.3 pts
Top 5
62.9%
+0.2 pts
Top 10
79.3%
+0.4 pts
HHI
1,353
Diversified+131
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 39.5% | $5,059,124 |
| Technology | 30.0% | $3,840,047 |
| Unclassified | 9.3% | $1,188,623 |
| Consumer Cyclical | 6.7% | $854,105 |
| Healthcare | 5.1% | $650,734 |
| Financial Services | 3.6% | $460,902 |
| Communication Services | 2.8% | $354,561 |
| Real Estate | 2.1% | $263,343 |
| Utilities | 1.1% | $146,817 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
22 positions ·
$12,818,256 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NDSN |
Nordson Corp
Industrials
|
Held | 14,998 | $3,990,367 | 31.13% | |
| AAPL |
Apple Inc.
Technology
|
Added | 6,210 | $1,576,035 | 12.30% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,184 | $1,178,621 | 9.19% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 1,060 | $689,360 | 5.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,034 | $631,891 | 4.93% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,347 | $583,716 | 4.55% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 1,505 | $529,534 | 4.13% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,233 | $354,561 | 2.77% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 481 | $340,769 | 2.66% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 939 | $290,629 | 2.27% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 479 | $276,469 | 2.16% | |
| BNL |
Broadstone Net Lease, Inc.
Real Estate
|
Held | 14,414 | $263,343 | 2.05% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 1,325 | $255,592 | 1.99% | |
| GGG |
Graco Inc
Industrials
|
Held | 3,000 | $253,950 | 1.98% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 518 | $248,225 | 1.94% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 481 | $222,794 | 1.74% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 715 | $222,214 | 1.73% | |
| XYL |
Xylem Inc.
Industrials
|
Held | 1,828 | $218,446 | 1.70% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 723 | $212,677 | 1.66% | |
| PAYX |
Paychex Inc
Technology
|
Reduced | 2,291 | $211,046 | 1.65% | |
| AES |
Aes Corp
Utilities
|
Held | 10,420 | $146,817 | 1.15% | |
| BFLY |
Butterfly Network, Inc.
Healthcare
|
Held | 30,000 | $121,200 | 0.95% |