Seneca Financial Advisors LLC
Filing Date
Global Rank
#7,843
/ 8,588
▲ 132
Top Industry
Specialty Industrial Machinery
29.3%
3Y Alpha vs SPY
-8.3%
Period ended 3 months ago
Filed Apr 22, 2026 · 56d
22 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+44.5%
SPY
+76.8%
Annualised alpha
-7.9%
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, 2025Top 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 |
|---|---|---|
| Industrials | 30.8% | $5,059,124 |
| Technology | 23.4% | $3,840,047 |
| Energy | 21.8% | $3,581,183 |
| Unclassified | 7.2% | $1,188,623 |
| Consumer Cyclical | 5.2% | $854,105 |
| Healthcare | 4.0% | $650,734 |
| Financial Services | 2.8% | $460,902 |
| Communication Services | 2.2% | $354,561 |
| Real Estate | 1.6% | $263,343 |
| Utilities | 0.9% | $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.
5 positions ·
$3,840,047 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 6,210 | $1,576,035 | 41.04% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,184 | $1,178,621 | 30.69% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,347 | $583,716 | 15.20% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 939 | $290,629 | 7.57% | |
| PAYX |
Paychex Inc
Technology
|
Reduced | 2,291 | $211,046 | 5.50% |