Seneca House Advisors
CIK: 0001731359SEC EDGAR →
Portfolio Value
$267.3M
Holdings
102
As of
Q4 2025
New Positions
12
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INVESCO EXCHANGE TRADED FD T | 112,334 | $21.5M | 8.05% |
| 2 | ALPHABET INC | 61,892 | $19.4M | 7.25% |
| 3 | MARKEL GROUP INC | 7,646 | $16.4M | 6.15% |
| 4 | MICROSOFT CORP | 29,614 | $14.3M | 5.36% |
| 5 | INVESCO QQQ TR | 17,908 | $11.0M | 4.12% |
| 6 | STARWOOD PPTY TR INC | 584,842 | $10.5M | 3.94% |
| 7 | JPMORGAN CHASE & CO. | 32,449 | $10.5M | 3.91% |
| 8 | WP CAREY INC | 123,483 | $7.9M | 2.97% |
| 9 | VULCAN MATLS CO | 27,186 | $7.8M | 2.90% |
| 10 | ISHARES TR | 285,269 | $7.5M | 2.81% |
Quarterly Changes
New Positions (14)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 48 | $126.1M | 47.2% |
| Technology | 7 | $26.5M | 9.9% |
| Communication Services | 3 | $21.6M | 8.1% |
| Real Estate | 2 | $18.5M | 6.9% |
| Unknown | 5 | $17.3M | 6.5% |
| Consumer Defensive | 5 | $13.2M | 4.9% |
| Consumer Cyclical | 6 | $10.8M | 4.0% |
| Energy | 4 | $8.6M | 3.2% |
| Basic Materials | 2 | $8.0M | 3.0% |
| Industrials | 7 | $7.5M | 2.8% |
| Healthcare | 10 | $5.5M | 2.1% |
| Utilities | 3 | $3.9M | 1.5% |