§ 13F · FUND PROFILE
Seneca House Advisors.
AUM · $283M (13F)Positions · 103Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | 136K | $29M | 10.2% | +28% |
| 2 | GOOGL | ALPHABET INC | 50K | $18M | 6.4% | −7% |
| 3 | MKL | MARKEL GROUP INC | 8K | $16M | 5.7% | +2% |
| 4 | IBDZ | ISHARES TR | 547K | $14M | 5.0% | +10% |
| 5 | JAAA | JANUS DETROIT STR TR | 246K | $12M | 4.4% | +406% |
| 6 | QQQ | INVESCO QQQ TR | 16K | $12M | 4.3% | −3% |
| 7 | MSFT | MICROSOFT CORP | 26K | $10M | 3.4% | −16% |
| 8 | STWD | STARWOOD PPTY TR INC | 577K | $9M | 3.3% | −7% |
| 9 | WPC | WP CAREY INC | 121K | $9M | 3.1% | ±0% |
| 10 | JPM | JPMORGAN CHASE & CO | 24K | $8M | 2.8% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SENECA SIGNAL
AC read
Seneca House Advisors is a Other fund managing $283 million in assets. The fund runs a portfolio of 103 positions.
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