Seneca House Advisors Portfolio Holdings

Seneca House Advisors

  • $225 Million
  • Q2 2025

Seneca House Advisors has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $225 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $30.8M, Microsoft Corp with a value of $15.7M, Markel Corp with a value of $14.1M, Alphabet Inc. with a value of $13.1M, and Starwood Property Trust, Inc. with a value of $10.7M.

Examining the 13F form we can see an decrease of $5.49M in the current position value, from $230M to 225M.

Below you can find more details about Seneca House Advisors portfolio as well as his latest detailed transactions.

Portfolio value $225 Million
ETFs: $70.7 Million
Financial Services: $42.1 Million
Technology: $22.6 Million
Consumer Defensive: $18.4 Million
Real Estate: $18.1 Million
Communication Services: $14.4 Million
Energy: $8.13 Million
Healthcare: $7.96 Million
Other: $22.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$15.7 Million 6.99% of portfolio
31,609
Q2 2025 Added 2.68%
$26.1B
$14.1 Million 6.28% of portfolio
7,066
Q2 2025 Added 5.16%
$1.21T
$13.1 Million 5.83% of portfolio
74,393
Q2 2025 Added 10.74%
$6.14B
$10.7 Million 4.77% of portfolio
534,176
Q2 2025 Added 11.88%
$859B
$10.4 Million 4.6% of portfolio
35,716
Q2 2025 Reduced 2.65%
$13.5B
$7.38 Million 3.28% of portfolio
118,354
Q2 2025 Added 3.99%
$123B
$7.32 Million 3.26% of portfolio
48,949
Q2 2025 Added 1.7%
$38.8B
$7.2 Million 3.2% of portfolio
27,600
Q2 2025 Reduced 1.29%
$33.1B
$7.04 Million 3.13% of portfolio
86,226
Q2 2025 Added 22.13%
$118B
$6.97 Million 3.1% of portfolio
118,796
Q2 2025 Reduced 0.98%
$179B
$5.53 Million 2.46% of portfolio
60,571
Q2 2025 Reduced 14.22%
$141B
$4.7 Million 2.09% of portfolio
67,751
Q2 2025 Added 3.55%
$3.69T
$4.05 Million 1.8% of portfolio
19,716
Q2 2025 Added 1.9%
$187B
$3.87 Million 1.72% of portfolio
9,549
Q2 2025 Reduced 3.44%
$15.3B
$3.76 Million 1.67% of portfolio
42,997
Q2 2025 Reduced 38.39%
$405B
$3.7 Million 1.64% of portfolio
10,082
Q2 2025 Added 5.68%
$368B
$1.86 Million 0.83% of portfolio
11,688
Q2 2025 Reduced 1.07%
$2.26T
$1.61 Million 0.72% of portfolio
7,347
Q2 2025 Added 18.94%
$261B
$1.49 Million 0.66% of portfolio
8,173
Q2 2025 Added 2.05%
$423B
$1.46 Million 0.65% of portfolio
2
Q2 2019 Reduced 33.33%
$452B
$1.16 Million 0.51% of portfolio
7,579
Q2 2025 Reduced 6.33%
$381B
$1.16 Million 0.51% of portfolio
24,469
Q2 2025 Reduced 8.47%
$83.2B
$1.08 Million 0.48% of portfolio
5,094
Q2 2025 Added 9.15%
$113B
$1.02 Million 0.45% of portfolio
2,194
Q2 2025 Added 6.35%
$1.24T
$976,000 0.43% of portfolio
5,506
Q2 2025 Reduced 0.43%
$75.3B
$875,000 0.39% of portfolio
26,843
Q2 2025 Reduced 2.7%
$684B
$861,000 0.38% of portfolio
3,942
Q2 2025 Reduced 0.18%
$302B
$791,000 0.35% of portfolio
5,525
Q2 2025 Added 5.04%
$93.6B
$791,000 0.35% of portfolio
1,554
Q2 2025 Added 10.37%
$202B
$778,000 0.35% of portfolio
5,897
Q2 2025 Added 3.66%
$608B
$763,000 0.34% of portfolio
980
Q2 2025 Reduced 11.95%
$51B
$687,000 0.31% of portfolio
12,157
Q2 2025 Added 1.31%
$95.6B
$694,000 0.31% of portfolio
3,035
Q2 2025 Reduced 0.23%
$118B
$656,000 0.29% of portfolio
251
Q2 2025 Added 1.62%
$456B
$610,000 0.27% of portfolio
3,864
Q2 2025 Added 71.35%
$621B
$540,000 0.24% of portfolio
1,113
Q2 2025 Added 12.42%
$54.3B
$476,000 0.21% of portfolio
889
Q2 2025 Reduced 1.98%
$0
$459,000 0.2% of portfolio
35,491
Q2 2025 New
$152B
$410,000 0.18% of portfolio
1,849
Q2 2025 Added 0.71%
$351B
$388,000 0.17% of portfolio
2,093
Q2 2025 Added 2.75%
$64.4B
$375,000 0.17% of portfolio
1,468
Q2 2025 Reduced 0.34%
$229B
$358,000 0.16% of portfolio
2,636
Q2 2025 Added 4.11%
$33B
$339,000 0.15% of portfolio
1,752
Q2 2025 Added 15.26%
$1.78T
$339,000 0.15% of portfolio
460
Q2 2025 New
$96.6B
$308,000 0.14% of portfolio
441
Q1 2025 Added 1.15%
$442B
$303,000 0.13% of portfolio
2,820
Q2 2025 Added 9.77%
$127B
$254,000 0.11% of portfolio
924
Q2 2025 New
$70.7B
$254,000 0.11% of portfolio
654
Q2 2025 Reduced 28.76%
$25B
$217,000 0.1% of portfolio
1,187
Q2 2025 Added 1.71%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $225 Million
  • Prior Value $230 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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