account_balance
Investment manager · 13F filer · SEC CIK 1731359
Seneca House Advisors
Reported value$283Mas of Jun 30, 2026
Positions103 11 new, 4 sold out
Top 10 weight48.7%RSP alone is 10%
FiledJul 3131 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
RSPInvesco Exchange Traded Fd T
10.2%Added +28%
GOOGLAlphabet Inc.
6.4%Trimmed −7%
MKLMarkel Group Inc.
5.7%Added +2%
IBDZiShares Tr
5.0%Added +10%
JAAAJanus Detroit STR Tr
4.4%Added +406%
QQQInvesco QQQ Tr
4.3%Trimmed −3%
MSFTMicrosoft Corp
3.4%Trimmed −16%
STWDStarwood Property Trust, Inc.
3.3%Trimmed −7%
WPCW. P. Carey Inc.
3.1%
JPMJPMorgan Chase & Co
2.8%
CRWDCrowdStrike Holdings, Inc.
2.5%Trimmed −32%
VMCVulcan Materials CO
2.3%Trimmed −7%
RSPInvesco Exchange Traded Fd T
10.2%Added +28%
GOOGLAlphabet Inc.
6.4%−7%
MKLMarkel Group Inc.
5.7%Added +2%
IBDZiShares Tr
5.0%Added +10%
JAAAJanus Detroit STR Tr
4.4%+406%
QQQInvesco QQQ Tr
4.3%
MSFTMicrosoft Corp
3.4%
STWDStarwood Property Trust, Inc.
3.3%
WPCW. P. Carey Inc.
3.1%
JPM2.8%CRWDVMC2.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
RSP Invesco Exchange Traded Fd T 10.2% Added +28%
GOOGL Alphabet Inc. 6.4% Trimmed −7%MKL Markel Group Inc. 5.7% Added +2%IBDZ iShares Tr 5.0% Added +10%
JAAA Janus Detroit STR Tr 4.4% Added +406%
QQQ Invesco QQQ Tr 4.3% Trimmed −3%
MSFT Microsoft Corp 3.4% Trimmed −16%STWD Starwood Property Trust, Inc. 3.3% Trimmed −7%WPC W. P. Carey Inc. 3.1% HeldJPM JPMorgan Chase & Co 2.8% HeldCRWD CrowdStrike Holdings, Inc. 2.5% Trimmed −32%VMC Vulcan Materials CO 2.3% Trimmed −7%What changed
Biggest moves since Mar 31, 2026
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