Institutions / Seneca House Advisors
Seneca House Advisors
CIK 1731359 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$267.27M
Positions
102
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 102 โ
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Exchange Traded Fd T | $21.52M | 8.1% |
| Alphabet Inc. | $19.37M | 7.2% |
| Markel Group Inc | $16.44M | 6.1% |
| Microsoft Corp | $14.32M | 5.4% |
| Invesco Qqq Tr | $11.00M | 4.1% |
| Starwood Property Trust, Inc. | $10.53M | 3.9% |
| JPMorgan Chase & Co | $10.46M | 3.9% |
| WP Carey Inc | $7.95M | 3.0% |
| Vulcan Materials Co | $7.75M | 2.9% |
| iShares Tr | $7.52M | 2.8% |
| iShares Tr | $7.47M | 2.8% |
| iShares Tr | $7.37M | 2.8% |
| Blackstone Inc | $6.63M | 2.5% |
| Altria Group, Inc. | $6.29M | 2.4% |
| Apple Inc. | $5.43M | 2.0% |
| Vanguard Whitehall Fds | $5.31M | 2.0% |
| Simplify Exchange Traded Fun | $5.11M | 1.9% |
| Schwab Charles Corp | $4.66M | 1.7% |
| Janus Detroit Str Tr | $4.45M | 1.7% |
| CrowdStrike Holdings, Inc. | $4.25M | 1.6% |
| ONEOK Inc | $4.23M | 1.6% |
| Marriott International Inc/MD | $3.92M | 1.5% |
| EMCOR Group Inc | $3.83M | 1.4% |
| TJX Cos Inc/The | $3.63M | 1.4% |
| Kroger Co | $3.33M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.No quarter-over-quarter changes yet โ position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.