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Portfolio (Quarterly) Guide ↗

Seneca Financial Advisors LLC

· CIK 0002082922
13F Portfolio $385M AUM 66 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 16 Added 16 Reduced 2 Exited
Page 4 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GGG GRACO INC Industrials 3,000.0 $227K 0.06% $75.61 +5.3%
62 PAYX PAYCHEX INC Industrials 2,300.0 $226K 0.06% $98.32 +28.6%
63 AEE AMEREN CORP Utilities 1,950.0 $220K 0.06% NEW $113.04 -5.6%
64 VEA VANGUARD TAX-MANAGED FDS 3,075.0 $219K 0.06% NEW $71.25 +3.0%
65 XYL XYLEM INC Industrials 1,828.0 $216K 0.06% $118.21 -4.7%
66 AES AES CORP Utilities 10,420.0 $153K 0.04% $14.66 +0.6%
Page 4 of 4  ·  66 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 33.7%
Technology 25.1%
Energy 16.9%
Financial Services 9.5%
Healthcare 4.7%
Consumer Cyclical 3.9%
Communication Services 2.4%
Utilities 2.2%
Real Estate 1.7%