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Livermore
Livermore
ZHEN

Sensenig Capital Advisors, Inc

SEC CIK
0002092381
Latest filing
Jul 17, 2026

The latest 13F from Sensenig Capital Advisors, Inc covers Q2 2026 (filed Jul 17, 2026): 36 long positions worth $109.3M. The top 10 holdings make up 85.6% of the portfolio, and the largest is American Centy ETF Tr at 28.5%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2025.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
3
Est. +$617.8K
Added
10
Est. +$12.3M
Reduced
17
Est. −$11.1M
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. American Centy ETF Tr025072885
    28.5%$31.2M
  2. Dimensional U.S. Core Equity 2 ETF25434V708
    15.0%$16.4M
  3. Vanguard Total International Bond ETF92203J407
    7.3%$7.98M
  4. American Centy ETF Tr025072877
    6.5%$7.15M
  5. iShares Tr46436E718
    6.4%$7.00M

Share of portfolio

Top 5 holdings and the other 31 positions, by share of portfolio value

  1. American Centy ETF Tr28.5%
  2. Dimensional U.S. Core Equity 2 ETF15.0%
  3. Vanguard Total International Bond ETF7.3%
  4. American Centy ETF Tr6.5%
  5. iShares Tr6.4%
  6. Other 31 positions36.2%

Biggest buys

New and added positions, by estimated amount bought

  1. American Centy ETF Tr025072703
    +$5.50MAdded
  2. American Centy ETF Tr025072604
    +$4.48MAdded
  3. iShares Tr46436E718
    +$1.06MAdded
  4. American Centy ETF Tr025072885
    +$576.0KAdded
  5. Vanguard Total International Bond ETF92203J407
    +$554.7KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. American Centy ETF Tr025072703
    +4.96 pp1.3% → 6.3%
  2. American Centy ETF Tr025072604
    +4.15 pp0.7% → 4.9%
  3. American Centy ETF Tr025072885
    +1.30 pp27.2% → 28.5%
  4. iShares Tr46436E718
    +0.31 pp6.1% → 6.4%
  5. LLYEli Lilly & Co
    +0.19 pp0.0% → 0.2%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Dimensional ETF Trust25434V799
    −$5.37MReduced
  2. Dimensional ETF Trust25434V732
    −$4.67MReduced
  3. Vanguard Instl Index FD922040845
    −$468.6KReduced
  4. Dimensional U.S. Core Equity 2 ETF25434V708
    −$207.3KReduced
  5. Dimensional ETF Trust25434V815
    −$46.8KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Dimensional ETF Trust25434V799
    −5.63 pp11.2% → 5.6%
  2. Dimensional ETF Trust25434V732
    −4.01 pp5.3% → 1.3%
  3. Vanguard Instl Index FD922040845
    −0.51 pp0.8% → 0.2%
  4. iShares Tr46435G672
    −0.07 pp0.4% → 0.4%
  5. JNJJohnson & Johnson
    −0.07 pp0.4% → 0.3%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$109.3M
+$11.7M (+12.0%) vs. prior quarter
Positions
36
+3 vs. prior quarter
Top 10 concentration
85.6%
Top 10 as share of value
Turnover
10.7%
Q2 2026, one quarter
Average holding period
2.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2025), so positions held before then are understated.

13F filings by quarter

3 quarters, going back to Q4 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $109.3M (Q2 2026)

Q4 2025: $98.4MQ1 2026: $97.5MQ2 2026: $109.3M
Q4 2025Q2 2026
13F filings of Sensenig Capital Advisors, Inc by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 17, 202636$109.3MAmerican Centy ETF TrDimensional U.S. Core Equity 2 ETFVanguard Total International Bond ETFvs. Q1 2026SEC
Q1 2026Apr 14, 202633$97.5MAmerican Centy ETF TrDimensional U.S. Core Equity 2 ETFDimensional ETF Trustvs. Q4 2025SEC
Q4 2025Jan 21, 202633$98.4MAmerican Centy ETF TrDimensional U.S. Core Equity 2 ETFDimensional ETF Trust–SEC