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CIK: 0001731359
Total reported value
$282.9M
$282.9M
82 檔
29.9%
During the Q2 2025 filing period, Seneca House Advisors (CIK: 0001731359) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $282.9M across 82 reported positions.
During Q2 2025, Seneca House Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including RSP, MSFT, MKL) accounted for 29.9% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 13.08% | +2.11% | +20.49% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.68% | -1.11% | +2.68% | |
| 3 | MKL | Markel Group Inc | Stock-Financials | 6.00% | -0.44% | +5.16% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.57% | +0.16% | +10.74% | |
| 5 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 4.56% | -0.91% | +11.88% | |
| 6 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 4.53% | -0.18% | -2.95% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.40% | -0.08% | -2.65% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.30% | +0.41% | -2.43% | |
| 9 | WPC | Wp Carey Inc | Stock-Real Estate | 3.14% | -0.20% | +3.99% | |
| 10 | BX | Blackstone Inc | Stock-Financials | 3.11% | -0.16% | +1.70% | |
| 11 | VMC | Vulcan Materials Co | Stock-Materials | 3.06% | -0.25% | -1.29% | |
| 12 | OKE | Oneok Inc | Stock-Energy | 2.99% | -0.58% | +22.13% | |
| 13 | MO | Altria Group Inc | Stock-Consumer Staples | 2.96% | -0.16% | -0.98% | |
| 14 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.35% | -1.12% | EXIT | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.04% | +0.01% | +13.21% | |
| 16 | NEE | Nextera Energy Inc | Stock-Utilities | 2.00% | -0.05% | +3.55% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.85% | +0.12% | +1.77% | |
| 18 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.65% | — | -3.44% | |
| 19 | JSI | Jh Securitized Income ETF | ETF-Other | 1.62% | -1.68% | EXIT | |
| 20 | PFGC | Performance Food Group Co | Stock-Consumer Staples | 1.60% | — | -38.39% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.57% | -0.05% | +5.68% | |
| 22 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 1.50% | — | -3.43% | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.27% | -0.09% | +0.41% | |
| 24 | MTBA | Simplify Mbs ETF | ETF-Other | 1.18% | -0.89% | -24.59% | |
| 25 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 1.05% | -0.17% | +6.50% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.79% | -0.09% | -1.07% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | +0.03% | +18.94% | |
| 28 | PM | Philip Morris International | Stock-Consumer Staples | 0.63% | -0.02% | +2.05% | |
| 29 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.62% | -0.04% | — | |
| 30 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.59% | -0.10% | -14.50% | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.52% | -0.06% | +10.21% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.49% | +0.01% | -8.47% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | -0.05% | -6.33% | |
| 34 | COF | Capital One Financial CORP | Stock-Financials | 0.46% | -0.02% | +9.15% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.45% | +0.03% | — | |
| 36 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.43% | -0.13% | +6.35% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | +0.06% | -0.43% | |
| 38 | IBDZ | Isharesibondsdec2034tmcorp | ETF-Other | 0.38% | -0.10% | -6.99% | |
| 39 | CSX | Csx CORP | Stock-Industrials | 0.37% | +0.01% | -2.70% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.37% | +0.01% | — | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.37% | -0.04% | -0.18% | |
| 42 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.36% | -0.01% | -4.67% | |
| 43 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.34% | +0.39% | +10.37% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.34% | -0.14% | +5.04% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.33% | -0.13% | +3.66% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.32% | +0.07% | -11.95% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.31% | +0.02% | +0.48% | |
| 48 | WM | Waste Management Inc | Stock-Industrials | 0.30% | -0.04% | -0.23% | |
| 49 | D | Dominion Energy Inc | Stock-Utilities | 0.29% | -0.01% | +1.31% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | +0.01% | +2.33% |
According to official SEC Form 13F filings, Seneca House Advisors reported a total U.S. public equity portfolio value of $282.9M across 82 disclosed positions in Q2 2025.
During Q2 2025, Seneca House Advisors's top holdings by market value included RSP (13.1%)、MSFT (6.7%)、MKL (6.0%). The largest single position, RSP, represented 13.1% of total portfolio value.
In Q2 2025, Seneca House Advisors made 0 total portfolio adjustments, initiating 0 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.
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