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CIK: 0001731359
Total reported value
$282.9M
$282.9M
102 檔
29.2%
In Q4 2025, Seneca House Advisors's U.S. equity holdings reached a combined market value of $282.9M, distributed across 102 disclosed stock positions.
In Q4 2025, Seneca House Advisors displayed an active expansion posture, initiating 14 new positions and adding to 54 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 | 8.05% | +2.11% | -15.28% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.25% | +0.16% | +0.06% | |
| 3 | MKL | Markel Group Inc | Stock-Financials | 6.15% | -0.44% | -0.20% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.36% | -1.11% | +3.69% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.12% | +0.41% | -1.17% | |
| 6 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 3.94% | -0.91% | +7.13% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.91% | -0.08% | -2.67% | |
| 8 | WPC | Wp Carey Inc | Stock-Real Estate | 2.97% | -0.20% | +1.75% | |
| 9 | VMC | Vulcan Materials Co | Stock-Materials | 2.90% | -0.25% | -2.53% | |
| 10 | IBDZ | Isharesibondsdec2034tmcorp | ETF-Other | 2.81% | -0.10% | +689.30% | |
| 11 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 2.79% | -0.18% | -37.74% | |
| 12 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 2.76% | — | — | |
| 13 | BX | Blackstone Inc | Stock-Financials | 2.48% | -0.16% | -5.55% | |
| 14 | MO | Altria Group Inc | Stock-Consumer Staples | 2.35% | -0.16% | +2.07% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.03% | +0.12% | +0.12% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.99% | +0.01% | +0.01% | |
| 17 | MTBA | Simplify Mbs ETF | ETF-Other | 1.91% | -0.89% | +73.46% | |
| 18 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.74% | -1.12% | EXIT | |
| 19 | JSI | Jh Securitized Income ETF | ETF-Other | 1.67% | -1.68% | EXIT | |
| 20 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.59% | +0.39% | +316.71% | |
| 21 | OKE | Oneok Inc | Stock-Energy | 1.58% | -0.58% | -34.95% | |
| 22 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.47% | -0.18% | +33.57% | |
| 23 | EME | Emcor Group Inc | Stock-Industrials | 1.43% | +0.37% | — | |
| 24 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.36% | -1.71% | EXIT | |
| 25 | KR | Kroger Co | Stock-Consumer Staples | 1.24% | -0.35% | +68.54% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.21% | -0.09% | +0.01% | |
| 27 | CHRD | Chord Energy CORP | Stock-Energy | 1.15% | -0.77% | — | |
| 28 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.04% | -0.06% | +24.37% | |
| 29 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 0.97% | -0.17% | +4.94% | |
| 30 | NEE | Nextera Energy Inc | Stock-Utilities | 0.96% | -0.05% | -7.21% | |
| 31 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.81% | +3.42% | +41.86% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.80% | +0.41% | — | |
| 33 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.66% | -0.06% | +15.05% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | +0.06% | -0.05% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | +0.03% | +0.06% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | -0.09% | -3.60% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | -0.05% | -0.30% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.56% | -0.04% | — | |
| 39 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.50% | -0.10% | -8.53% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.50% | +0.01% | +0.41% | |
| 41 | PM | Philip Morris International | Stock-Consumer Staples | 0.48% | -0.02% | +0.30% | |
| 42 | COF | Capital One Financial CORP | Stock-Financials | 0.48% | -0.02% | -1.64% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.43% | +0.03% | -1.73% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | +0.07% | +3.24% | |
| 45 | PFGC | Performance Food Group Co | Stock-Consumer Staples | 0.41% | — | -60.80% | |
| 46 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.38% | -0.13% | -0.85% | |
| 47 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.37% | -0.01% | +0.70% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.36% | -0.13% | +2.07% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.36% | +0.01% | — | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | +0.18% | +10.82% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBDZ | Isharesibondsdec2034tmcorp | +2.4% | +689.30% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +1.2% | +0.06% | Add |
| 3 | CRWD | Crowdstrike Holdings Inc - A | +1.2% | +316.71% | Add |
| 4 | MTBA | Simplify Mbs ETF | +0.7% | +73.46% | Add |
| 5 | TJX | Tjx Companies Inc | +0.5% | +63.32% | Add |
| 6 | MAR | Marriott International -cl A | +0.5% | +33.57% | Add |
| 7 | KR | Kroger Co | +0.4% | +68.54% | Add |
| 8 | MKL | Markel Group Inc | +0.2% | -0.20% | Trim |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | +0.2% | +41.86% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | -0.05% | Trim |
| 11 | LLY | Eli Lilly & Co | +0.1% | +3.24% | Add |
| 12 | IWM | Ishares Russell 2000 ETF | +0.1% | +64.60% | Add |
| 13 | SCHX | Schwab US Large-cap ETF | +0.1% | +15.05% | Add |
| 14 | META | Meta Platforms Inc-class A | +0.1% | +58.08% | Add |
| 15 | JNJ | Johnson & Johnson | 0% | -0.30% | Trim |
| 16 | COF | Capital One Financial CORP | 0% | -1.64% | Trim |
| 17 | LRCX | Lam Research CORP | 0% | +1.27% | Add |
| 18 | JMST | JPM Ultra-short Muni Income | 0% | +17.83% | Add |
| 19 | XOM | Exxon Mobil CORP | 0% | +12.73% | Add |
| 20 | NVDA | Nvidia CORP | 0% | +10.82% | Add |
| 21 | VOO | Vanguard S&p 500 ETF | 0% | +23.15% | Add |
| 22 | D | Dominion Energy Inc | 0% | +15.30% | Add |
| 23 | PH | Parker Hannifin CORP | 0% | +1.34% | Add |
| 24 | JEMA | Jpmorgan Activebuilders Emer | 0% | +13.75% | Add |
| 25 | AVGO | Broadcom Inc | 0% | +8.54% | Add |
| 26 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 27 | ELV | Elevance Health Inc | 0% | +2.16% | Add |
| 28 | BAC | Bank Of America CORP | — | +0.41% | Add |
| 29 | TSLA | Tesla Inc | — | +16.12% | Add |
| 30 | IBDR | Ishares Ibonds Dec 2026 Term | — | +9.16% | Add |
| 31 | UNH | Unitedhealth Group Inc | — | +14.26% | Add |
| 32 | OEF | Ishares S&p 100 ETF | — | +0.16% | Add |
| 33 | IYW | Ishares Ustechnology ETF | — | — | Unchanged |
| 34 | LIEN | Chicago Atlantic Bdc Inc | — | +0.27% | Add |
| 35 | SDY | Ss Spdr S&p Dividend ETF | — | +0.73% | Add |
| 36 | MELI | Mercadolibre Inc | 0% | +24.37% | Add |
| 37 | XLG | Invesco S&p 500 Top 50 ETF | 0% | +0.70% | Add |
| 38 | IDXX | Idexx Laboratories Inc | 0% | +0.26% | Add |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +4.04% | Add |
| 40 | SCHB | Schwab US Broad Market ETF | 0% | +0.58% | Add |
| 41 | SPLV | Invesco S&p 500 Low Volatili | 0% | — | Unchanged |
| 42 | SCHG | Schwab US Large-cap Growth | 0% | -4.76% | Trim |
| 43 | VUG | Vanguard Growth ETF | 0% | -2.36% | Trim |
| 44 | ABBV | Abbvie Inc | 0% | +1.24% | Add |
| 45 | AAPL | Apple Inc | 0% | +0.12% | Add |
| 46 | AMZN | Amazon.com Inc | 0% | +0.06% | Add |
| 47 | PEP | Pepsico Inc | 0% | +2.07% | Add |
| 48 | ABT | Abbott Laboratories | 0% | -2.28% | Trim |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 50 | CSX | Csx CORP | 0% | +0.05% | Add |
According to official SEC Form 13F filings, Seneca House Advisors reported a total U.S. public equity portfolio value of $282.9M across 102 disclosed positions in Q4 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, GOOGL, MKL) accounted for 29.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
SMLF
市值: $7.4M
Top Position Liquidated / Trimmed
IBDQ
前期市值: $359.2K
During Q4 2025, Seneca House Advisors's top holdings by market value included RSP (8.1%)、GOOGL (7.3%)、MKL (6.2%). The largest single position, RSP, represented 8.1% of total portfolio value.
In Q4 2025, Seneca House Advisors made 99 total portfolio adjustments, initiating 14 new buys, adding to 54 positions, trimming 29 holdings, and fully liquidating 2 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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