Portfolio (Quarterly)
Guide ↗
Sensenig Capital Advisors, Inc
· CIK 0002092381| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | Healthcare | 177.0 | $212K | 0.19% | NEW | — | $1199.43 | +2.8% |
| 2 | AXP | AMERICAN EXPRESS CO | Financial Services | 607.0 | $205K | 0.19% | NEW | — | $338.25 | -0.7% |
| 3 | — | BERKSHIRE HATHAWAY INC DEL | — | 400.0 | $200K | 0.18% | NEW | — | $500.39 | — |
① 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
Financial Services
45.0%
Healthcare
44.1%
Energy
10.9%