13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001731359
Total reported value
$282.9M
$282.9M
86 檔
25.8%
In Q1 2025, Seneca House Advisors's U.S. equity holdings reached a combined market value of $282.9M, distributed across 86 disclosed stock positions.
In Q1 2025, Seneca House Advisors displayed an active expansion posture, initiating 86 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 10.37% | +2.11% | -1.07% | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 5.83% | +3.42% | -27.57% | |
| 3 | MKL | Markel Group Inc | Stock-Financials | 5.35% | -0.44% | +7.45% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.92% | -1.11% | -0.43% | |
| 5 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 4.62% | -0.18% | +5.37% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.42% | +0.16% | +1.20% | |
| 7 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 4.02% | -0.91% | +7.98% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.83% | -0.08% | -2.83% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.75% | +0.41% | -1.34% | |
| 10 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 3.38% | — | -1.48% | |
| 11 | MO | Altria Group Inc | Stock-Consumer Staples | 3.06% | -0.16% | -0.04% | |
| 12 | WPC | Wp Carey Inc | Stock-Real Estate | 3.06% | -0.20% | +2.79% | |
| 13 | OKE | Oneok Inc | Stock-Energy | 2.98% | -0.58% | +0.38% | |
| 14 | BX | Blackstone Inc | Stock-Financials | 2.86% | -0.16% | -0.12% | |
| 15 | VMC | Vulcan Materials Co | Stock-Materials | 2.78% | -0.25% | +0.66% | |
| 16 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.35% | -1.12% | EXIT | |
| 17 | PFGC | Performance Food Group Co | Stock-Consumer Staples | 2.34% | — | -4.44% | |
| 18 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.09% | — | -2.80% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.97% | +0.12% | -7.12% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.75% | +0.01% | +16.58% | |
| 21 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 1.62% | — | -3.37% | |
| 22 | MTBA | Simplify Mbs ETF | ETF-Other | 1.56% | -0.89% | +5.51% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.49% | -0.05% | +1.21% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.23% | -0.09% | +0.16% | |
| 25 | ACN | Accenture plc | Stock-Tech | 1.15% | — | -7.74% | |
| 26 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 0.98% | -0.17% | +1.02% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.86% | -0.09% | -6.80% | |
| 28 | REAI | Tidal Trust I Intelligent Re | ETF-Other | 0.79% | — | -7.30% | |
| 29 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.69% | -0.10% | +2.05% | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.68% | -0.04% | — | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | -0.05% | -5.66% | |
| 32 | PM | Philip Morris International | Stock-Consumer Staples | 0.54% | -0.02% | +0.38% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | +0.03% | +23.79% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.47% | +0.01% | -2.41% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.44% | +0.02% | -14.50% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.43% | -0.06% | +0.13% | |
| 37 | IBDZ | Isharesibondsdec2034tmcorp | ETF-Other | 0.40% | -0.10% | +8.51% | |
| 38 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.39% | -0.13% | +21.35% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.39% | +0.07% | -7.86% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.38% | +0.03% | -0.29% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.37% | -0.14% | +0.96% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | +0.06% | +0.02% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.36% | -0.13% | -8.68% | |
| 44 | COF | Capital One Financial CORP | Stock-Financials | 0.36% | -0.02% | -1.71% | |
| 45 | CSX | Csx CORP | Stock-Industrials | 0.35% | +0.01% | +0.05% | |
| 46 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.33% | -0.01% | +0.12% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.33% | +0.01% | — | |
| 48 | WM | Waste Management Inc | Stock-Industrials | 0.30% | -0.04% | -3.86% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.29% | +0.02% | +0.05% | |
| 50 | D | Dominion Energy Inc | Stock-Utilities | 0.29% | -0.01% | +0.25% |
According to official SEC Form 13F filings, Seneca House Advisors reported a total U.S. public equity portfolio value of $282.9M across 86 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including RSP, JAAA, MKL) accounted for 25.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
RSP
市值: $24.4M
During Q1 2025, Seneca House Advisors's top holdings by market value included RSP (10.4%)、JAAA (5.8%)、MKL (5.3%). The largest single position, RSP, represented 10.4% of total portfolio value.
In Q1 2025, Seneca House Advisors made 86 total portfolio adjustments, initiating 86 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.