Seneca House Advisors Portfolio Holdings

Seneca House Advisors

  • $236 Million
  • Q3 2025

Seneca House Advisors has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $236 Million distributed in 90 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 $25.2M, Alphabet Inc. with a value of $15M, Microsoft Corp with a value of $14.8M, Markel Corp with a value of $14.6M, and Ishares Tr Ibonds Dec 2032 Ter with a value of $12M.

Examining the 13F form we can see an increase of $10.7M in the current position value, from $225M to 236M.

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

Portfolio value $236 Million
ETFs: $71.8 Million
Financial Services: $43.5 Million
Technology: $23.5 Million
Real Estate: $18.8 Million
Communication Services: $16.8 Million
Consumer Defensive: $16.2 Million
Consumer Cyclical: $13.6 Million
Healthcare: $8.65 Million
Other: $22.9 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.2 Million 10.68% of portfolio
132,596
Q3 2025 Reduced 21.73%
$0
$12 Million 5.11% of portfolio
469,690
Q3 2025 Added 11.35%
$0
$10.9 Million 4.62% of portfolio
18,120
Q3 2025 Reduced 1.16%
$0
$5.21 Million 2.21% of portfolio
36,995
Q3 2025 Added 2.75%
$0
$3.15 Million 1.34% of portfolio
15,273
Q3 2025 Added 0.18%
$0
$1.53 Million 0.65% of portfolio
30,040
Q3 2025 New
$0
$1.5 Million 0.64% of portfolio
57,113
Q3 2025 Added 13.61%
$0
$1.47 Million 0.62% of portfolio
62,476
Q3 2025 Added 4.82%
$0
$1.15 Million 0.49% of portfolio
9,507
Q3 2025 Reduced 0.16%
$0
$932,000 0.4% of portfolio
1,400
Q3 2024 Reduced 0.78%
$0
$947,000 0.4% of portfolio
16,477
Q3 2025 Added 1.32%
$0
$767,000 0.33% of portfolio
1,147
Q3 2025 Added 4.56%
$0
$778,000 0.33% of portfolio
11,931
Q3 2025 Added 1.34%
$0
$713,000 0.3% of portfolio
2,889
Q3 2025 Added 5.25%
$0
$524,000 0.22% of portfolio
19,224
Q3 2025 Added 0.2%
$0
$501,000 0.21% of portfolio
19,495
Q3 2025 Added 3.69%
$0
$400,000 0.17% of portfolio
7,850
Q3 2025 New
$0
$377,000 0.16% of portfolio
5,138
Q2 2025 Reduced 6.63%
$0
$351,000 0.15% of portfolio
12,593
Q3 2025 New
$0
$359,000 0.15% of portfolio
14,261
Q3 2025 Reduced 10.63%
$0
$325,000 0.14% of portfolio
678
Q4 2023 New
$0
$325,000 0.14% of portfolio
6,849
Q3 2025 Reduced 12.85%
$0
$332,000 0.14% of portfolio
10,405
Q3 2025 Reduced 1.38%
$0
$324,000 0.14% of portfolio
1,221
Q3 2025 Added 0.08%
$0
$317,000 0.13% of portfolio
13,388
Q3 2025 New
$0
$288,000 0.12% of portfolio
2,930
Q3 2025 Added 0.24%
$0
$256,000 0.11% of portfolio
1,308
Q2 2025 New
$0
$264,000 0.11% of portfolio
432
Q3 2025 Reduced 12.02%
$0
$228,000 0.1% of portfolio
1,635
Q3 2025 Added 0.62%

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $236 Million
  • Prior Value $225 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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