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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.8 Million 13.69% of portfolio
169,407
Q2 2025 Added 20.49%
$0
$10.7 Million 4.74% of portfolio
421,817
Q2 2025 Reduced 2.95%
$0
$10.1 Million 4.5% of portfolio
18,333
Q2 2025 Reduced 2.43%
$0
$4.8 Million 2.13% of portfolio
36,005
Q2 2025 Added 13.21%
$0
$2.98 Million 1.32% of portfolio
15,246
Q2 2025 Added 0.41%
$0
$1.39 Million 0.62% of portfolio
59,601
Q2 2025 Reduced 14.5%
$0
$1.23 Million 0.55% of portfolio
50,269
Q2 2025 Added 10.21%
$0
$1.05 Million 0.47% of portfolio
9,522
Q1 2025 Reduced 0.29%
$0
$864,000 0.38% of portfolio
1,400
Q3 2024 Reduced 0.78%
$0
$847,000 0.38% of portfolio
16,262
Q2 2025 Reduced 4.67%
$0
$730,000 0.32% of portfolio
11,773
Q2 2025 Added 0.48%
$0
$681,000 0.3% of portfolio
1,097
Q2 2025 Added 2.33%
$0
$623,000 0.28% of portfolio
2,745
Q2 2025 Added 131.06%
$0
$508,000 0.23% of portfolio
19,185
Q2 2025 Added 4.97%
$0
$448,000 0.2% of portfolio
18,802
Q2 2025 Added 15.98%
$0
$401,000 0.18% of portfolio
15,957
Q2 2025 Reduced 36.72%
$0
$338,000 0.15% of portfolio
7,859
Q2 2025 Reduced 18.22%
$0
$308,000 0.14% of portfolio
10,551
Q2 2025 Reduced 2.71%
$0
$324,000 0.14% of portfolio
1,220
Q2 2025 Reduced 3.86%
$0
$297,000 0.13% of portfolio
678
Q4 2023 New
$0
$278,000 0.12% of portfolio
491
Q2 2025 Added 9.6%
$0
$263,000 0.12% of portfolio
2,923
Q2 2025 Added 3.65%
$0
$226,000 0.1% of portfolio
1,308
Q2 2025 New
$0
$220,000 0.1% of portfolio
1,625
Q2 2025 Added 0.68%

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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