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Seneca House Advisors

All holdings · as of Dec 31, 2025

102 positions

CompanyClassValueShares% of portfolio
INVESCO EXCHANGE TRADED FD T$21.52M112,3348.1%
Alphabet Inc.$19.37M61,8927.2%
Markel Group Inc$16.44M7,6466.1%
MICROSOFT CORP$14.32M29,6145.4%
INVESCO QQQ TR$11.00M17,9084.1%
STARWOOD PROPERTY TRUST, INC.$10.53M584,8423.9%
JPMORGAN CHASE & CO$10.46M32,4493.9%
WP Carey Inc$7.95M123,4833.0%
Vulcan Materials Co$7.75M27,1862.9%
ISHARES TR$7.52M285,2692.8%
ISHARES TR$7.47M292,4362.8%
ISHARES TR$7.37M98,3742.8%
Blackstone Inc$6.63M43,0052.5%
ALTRIA GROUP, INC.$6.29M109,1132.4%
Apple Inc.$5.43M19,9672.0%
VANGUARD WHITEHALL FDS$5.31M36,9992.0%
SIMPLIFY EXCHANGE TRADED FUN$5.11M101,3121.9%
SCHWAB CHARLES CORP$4.66M46,5951.7%
JANUS DETROIT STR TR$4.45M85,5561.7%
CrowdStrike Holdings, Inc.$4.25M9,0761.6%
ONEOK Inc$4.23M57,5931.6%
Marriott International Inc/MD$3.92M12,6401.5%
EMCOR Group Inc$3.83M6,2621.4%
TJX Cos Inc/The$3.63M23,6451.4%
KROGER CO$3.33M53,2561.2%
ISHARES TR$3.24M15,2751.2%
Chord Energy Corp$3.07M33,0851.1%
MercadoLibre, Inc.$2.79M1,3831.0%
ISHARES TR$2.58M98,7641.0%
NEXTERA ENERGY INC$2.57M32,0301.0%
JANUS DETROIT STR TR$2.16M42,6150.8%
Visa Inc$2.14M6,1100.8%
SCHWAB STRATEGIC TR$1.77M65,7100.7%
Alphabet Inc.$1.74M5,5310.6%
Amazon.com Inc$1.61M6,9640.6%
PROCTER & GAMBLE Co$1.53M10,6790.6%
JOHNSON & JOHNSON$1.52M7,3500.6%
BERKSHIRE HATHAWAY INC DEL$1.51M20.6%
ISHARES TR$1.34M57,1460.5%
BANK OF AMERICA CORP /DE$1.33M24,2390.5%
Philip Morris International Inc.$1.30M8,0790.5%
CAPITAL ONE FINANCIAL CORP$1.28M5,2860.5%
ISHARES TR$1.15M9,3430.4%
ELI LILLY & Co$1.10M1,0210.4%
Performance Food Group Co$1.09M12,0880.4%
LOCKHEED MARTIN CORP$1.02M2,1010.4%
INVESCO EXCHANGE TRADED FD T$983.6K16,5920.4%
PEPSICO INC$971.3K6,7680.4%
SPDR S&P 500 ETF TR$955.0K1,4000.4%
NVIDIA Corp$943.6K5,0600.4%
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