Titelia

Holdings of Seneschal Advisors, LLC

556 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 75.8 % of the equity sleeve

Sector breakdown

  • Technology 4.1 %
  • Consumer discretionary 3.6 %
  • Consumer staples 2.3 %
  • Funds 2.2 %
  • Communication 1.8 %
  • Health care 0.4 %
  • Industrials 0.4 %
  • Financials 0.3 %
  • Energy 0.2 %
  • Utilities 0.1 %
  • Materials 0.1 %
  • Unattributed 84.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.7 %
  • TW 0.3 %
  • NL 0.0 %
  • GB 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US552132.8M $99.66 %
2TW2414K $0.31 %
3NL130.4K $0.02 %
4GB18.2K $0.01 %

Positions

RankCompanySharesValueWeight
201TransDigm Group Inc 11.2K $
202Cheniere Energy Inc 41.1K $
203General Motors Co 151.1K $
204Quanta Services Inc 21.1K $
205Aflac Inc 101.1K $
206Monolithic Power Systems Inc 11.1K $
207Phillips 66 61.1K $
208WW Grainger Inc 11.1K $
209Ross Stores Inc 51.1K $
210Bank of New York Mellon Corp/The 91.1K $
211Fair Isaac Corp 11.1K $
212Illinois Tool Works Inc 41K $
213Robinhood Markets Inc 151K $
2143M Co 71K $
215United Airlines Holdings Inc 111K $
216Vertiv Holdings Co 41K $
217Valero Energy Corp 4989 $
218Marriott International Inc/MD 3982 $
219Fortinet Inc 12981 $
220Sherwin-Williams Co/The 3962 $
221HCA Healthcare Inc 2947 $
222Lowe's Cos Inc 4946 $
223Cencora Inc 3943 $
224Ferguson Enterprises Inc 4934 $
225Salesforce Inc 5934 $
226Intuitive Surgical Inc 2922 $
227Hilton Worldwide Holdings Inc 3913 $
228eBay Inc 10911 $
229Steel Dynamics Inc 5900 $
230Parker-Hannifin Corp 1896 $
231Vertex Pharmaceuticals Inc 2894 $
232Teradyne Inc 3890 $
233Ameriprise Financial Inc 2889 $
234CME Group Inc 3887 $
235US Bancorp 17885 $
236NRG Energy Inc 6877 $
237Republic Services Inc 4877 $
238Moody's Corp 2873 $
239Air Products and Chemicals Inc 3872 $
240Marsh & McLennan Cos Inc 5868 $
241Motorola Solutions Inc 2868 $
242McKesson Corp 1866 $
243Intuit Inc 2865 $
244Uber Technologies Inc 12864 $
245S&P Global Inc 2851 $
246MetLife Inc 12849 $
247Target Corp 7849 $
248Keysight Technologies Inc 3848 $
249Cboe Global Markets Inc 3844 $
250Constellation Energy Corp. 3838 $
251Allstate Corp/The 4830 $
252Warner Bros Discovery Inc 30825 $
253DR Horton Inc 6824 $
254Halliburton Co 21819 $
255PACCAR Inc 7809 $
256Comcast Corp 28804 $
257Cigna Group/The 3801 $
258Jabil Inc 3797 $
259Baker Hughes Co 13794 $
260Progressive Corp/The 4793 $
261Synopsys Inc 2793 $
262Emerson Electric Co. 6787 $
263Sempra 8778 $
264Ciena Corp 2777 $
265Regeneron Pharmaceuticals, Inc. 1773 $
266Ford Motor Co 66762 $
267Danaher Corp 4759 $
268Targa Resources Corp 3753 $
269Westinghouse Air Brake Technologies Corp 3750 $
270Fastenal Co 16743 $
271EMCOR Group Inc 1739 $
272Casey's General Stores Inc 1728 $
273Snap-on Inc 2727 $
274ONEOK Inc 8724 $
275Autodesk Inc 3719 $
276Coherent Corp 3715 $
277PulteGroup Inc 6706 $
278Tapestry Inc 5706 $
279Lumentum Holdings Inc 1703 $
280Marvell Technology Inc 7694 $
281Expedia Group Inc 3693 $
282United Parcel Service Inc 7689 $
283Curtiss-Wright Corp 1682 $
284Cintas Corp 4677 $
285Hartford Insurance Group Inc/The 5677 $
286Carlisle Cos Inc 2668 $
287Stryker Corp 2658 $
288Dell Technologies Inc 4657 $
289AMETEK Inc 3644 $
290MasTec Inc 2644 $
291Packaging Corp of America 3637 $
292JB Hunt Transport Services Inc 3636 $
293Sandisk Corp/DE 1636 $
294Cardinal Health, Inc. 3634 $
295Cincinnati Financial Corp 4630 $
296Intercontinental Exchange Inc 4630 $
297Carvana Co 2629 $
298Dover Corp 3626 $
299Hershey Co/The 3624 $
300Yum! Brands Inc 4622 $