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Portfolio (Quarterly) Guide ↗

Sensenig Capital Advisors, Inc

· CIK 0002092381
13F Portfolio $109M AUM 36 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 8 Added 16 Reduced
Page 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVLV AMERICAN CENTY ETF TR 4,814.0 $439K 0.40% -299.0 -5.8% $91.21 +3.5%
22 IAGG ISHARES TR 7,793.0 $394K 0.36% -635.0 -7.5% $50.60 -1.2%
23 JNJ JOHNSON & JOHNSON Healthcare 1,484.0 $377K 0.34% -161.0 -9.8% $253.97 +7.5%
24 DFAX DIMENSIONAL ETF TRUST 10,050.0 $370K 0.34% -813.0 -7.5% $36.84 +4.2%
25 ABBV ABBVIE INC Healthcare 1,356.0 $341K 0.31% -100.0 -6.9% $251.64 +5.6%
26 FBND FIDELITY MERRIMACK STR TR 6,266.0 $285K 0.26% +428.0 +7.3% $45.49 -0.7%
27 VBIL VANGUARD INSTL INDEX FD 3,499.0 $265K 0.24% -6K -63.9% $75.69 -0.0%
28 TD TORONTO DOMINION BK ONT Financial Services 2,153.0 $261K 0.24% -130.0 -5.7% $121.43 -1.9%
29 WSFS WSFS FINL CORP Financial Services 3,300.0 $253K 0.23% $76.73 +2.4%
30 XOM EXXON MOBIL CORP Energy 1,682.0 $230K 0.21% $136.72 +17.5%
31 MCO MOODYS CORP Financial Services 505.0 $229K 0.21% -62.0 -10.9% $452.92 +13.3%
32 NUBD NUSHARES ETF TR 9,861.0 $218K 0.20% -148.0 -1.5% $22.14 -1.1%
33 LLY ELI LILLY & CO Healthcare 177.0 $212K 0.19% NEW $1199.43 +2.8%
34 SUSB ISHARES TR 8,433.0 $211K 0.19% $24.99 -0.4%
35 AXP AMERICAN EXPRESS CO Financial Services 607.0 $205K 0.19% NEW $338.25 -0.7%
36 BERKSHIRE HATHAWAY INC DEL 400.0 $200K 0.18% NEW $500.39
Page 2 of 2  ·  36 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
Financial Services 45.0%
Healthcare 44.1%
Energy 10.9%