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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$25.8B
$14.1 Million 6.28% of portfolio
7,066
Q2 2025 Added 5.16%
$13.6B
$7.38 Million 3.28% of portfolio
118,354
Q2 2025 Added 3.99%
$120B
$7.32 Million 3.26% of portfolio
48,949
Q2 2025 Added 1.7%
$38.1B
$7.2 Million 3.2% of portfolio
27,600
Q2 2025 Reduced 1.29%
$33.3B
$7.04 Million 3.13% of portfolio
86,226
Q2 2025 Added 22.13%
$115B
$6.97 Million 3.1% of portfolio
118,796
Q2 2025 Reduced 0.98%
$176B
$5.53 Million 2.46% of portfolio
60,571
Q2 2025 Reduced 14.22%
$142B
$4.7 Million 2.09% of portfolio
67,751
Q2 2025 Added 3.55%
$181B
$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%
$62.3B
$3.53 Million 1.57% of portfolio
35,043
Q2 2025 Reduced 3.43%
$79.9B
$1.08 Million 0.48% of portfolio
5,094
Q2 2025 Added 9.15%
$112B
$1.02 Million 0.45% of portfolio
2,194
Q2 2025 Added 6.35%
$74.5B
$875,000 0.39% of portfolio
26,843
Q2 2025 Reduced 2.7%
$91.2B
$791,000 0.35% of portfolio
1,554
Q2 2025 Added 10.37%
$51.5B
$687,000 0.31% of portfolio
12,157
Q2 2025 Added 1.31%
$118B
$656,000 0.29% of portfolio
251
Q2 2025 Added 1.62%
$54.8B
$476,000 0.21% of portfolio
889
Q2 2025 Reduced 1.98%
$150B
$410,000 0.18% of portfolio
1,849
Q2 2025 Added 0.71%
$64.8B
$375,000 0.17% of portfolio
1,468
Q2 2025 Reduced 0.34%
$32.4B
$339,000 0.15% of portfolio
1,752
Q2 2025 Added 15.26%
$93.5B
$308,000 0.14% of portfolio
441
Q1 2025 Added 1.15%
$124B
$254,000 0.11% of portfolio
924
Q2 2025 New
$70.6B
$254,000 0.11% of portfolio
654
Q2 2025 Reduced 28.76%
$24.4B
$217,000 0.1% of portfolio
1,187
Q2 2025 Added 1.71%
$97.7B
$231,000 0.1% of portfolio
5,010
Q2 2025 Added 15.73%

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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