Seneca Financial Advisors LLC reported 66 holdings worth US$385M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
Seneca Financial Advisors LLC reported 66 holdings worth US$385M as of Jun 30, 2026. Largest: Nordson Corporation, Exxon Mobil Corporation and Apple Inc. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 66
- Value as reported
- US$385M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nordson Corporation | 14,320 | US$4.32M | 1.1% |
| Exxon Mobil Corporation | 21,108 | US$2.89M | 0.75% |
| Apple Inc | 6,061 | US$1.75M | 0.46% |
| Microsoft Corp. | 3,180 | US$1.19M | 0.31% |
| Alphabet Inc (google) Class C | 2,512 | US$898K | 0.23% |
| Nvidia Corporation | 3,348 | US$670K | 0.17% |
| Amazon.com, Inc. | 2,762 | US$658K | 0.17% |
| Amgen Inc. | 1,505 | US$545K | 0.14% |
| Caterpillar, Inc. | 481 | US$513K | 0.13% |
| Broadcom Inc. | 914 | US$345K | 0.09% |
| Corning Incorporated | 1,277 | US$326K | 0.08% |
| Broadstone Net Lease, Inc. | 14,414 | US$298K | 0.08% |
| Berkshire Hathaway Inc. | 538 | US$269K | 0.07% |
| Butterfly Network, Inc. | 30,000 | US$253K | 0.07% |
| Rtx Corporation | 1,325 | US$251K | 0.07% |
| Jp Morgan Chase & Co. | 723 | US$237K | 0.06% |
| Graco Inc. | 3,000 | US$227K | 0.06% |
| Paychex, Inc. | 2,300 | US$226K | 0.06% |
| Ameren Corporation | 1,950 | US$220K | 0.06% |
| Xylem Inc. | 1,828 | US$216K | 0.06% |
| The Aes Corporation | 10,420 | US$153K | 0.04% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |