§ 13F · FUND PROFILE
Seneca House Advisors.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $248M (13F)Positions · 90Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | 106K | $20M | 8.1% | −5% |
| 2 | GOOGL | ALPHABET INC | 54K | $16M | 6.2% | −12% |
| 3 | MKL | MARKEL GROUP INC | 8K | $15M | 6.1% | +5% |
| 4 | IBDZ | ISHARES TR | 497K | $13M | 5.1% | +74% |
| 5 | MSFT | MICROSOFT CORP | 31K | $11M | 4.5% | +4% |
| 6 | STWD | STARWOOD PPTY TR INC | 622K | $11M | 4.3% | +6% |
| 7 | QQQ | INVESCO QQQ TR | 17K | $10M | 3.9% | −6% |
| 8 | WPC | WP CAREY INC | 120K | $8M | 3.2% | −3% |
| 9 | JPM | JPMORGAN CHASE & CO | 25K | $7M | 2.9% | −23% |
| 10 | VMC | VULCAN MATLS CO | 24K | $6M | 2.6% | −13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SENECA SIGNAL
AC read
Seneca House Advisors is a Other fund managing $248 million in assets. The fund runs a portfolio of 90 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed