Q2 2026 13F · SEC CIK 1731359

Seneca House Advisors

Investment managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $282.9M
Reported positions: 103
Top holdings a year, 3 yrs: +12.5%
Average holding period: 5.0 yrs

Seneca House Advisors is an investment manager that reported 103 positions worth $282.9M in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Invesco Exchange Traded Fd T (RSP, 10.2%), Alphabet Inc (GOOGL, 6.4%), Markel Group Inc (MKL, 5.7%). A portfolio copying its top holdings returned 12.5% a year over the last 3 years, against 20.4% for the S&P 500.

Seneca House Advisors holdings largest 50 of 103 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Seneca House Advisors 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
RSPInvesco Exchange Traded Fd T	10.2%	8.1%	136,001	+27.7%	$28.9M
GOOGLAlphabet Inc	6.4%	6.2%	50,466	-7.3%	$18.0M
MKLMarkel Group Inc	5.7%	6.1%	8,236	+2.3%	$16.1M
IBDZIshares Tr	5.0%	5.1%	547,030	+10.1%	$14.3M
JAAAJanus Detroit Str Tr	4.4%	1.0%	246,156	+406.0%	$12.4M
QQQInvesco Qqq Tr	4.3%	3.9%	16,404	-2.7%	$12.1M
MSFTMicrosoft Corp	3.4%	4.5%	26,083	-15.6%	$9.7M
STWDStarwood Property Trust Inc.	3.3%	4.3%	577,201	-7.2%	$9.5M
WPCWp Carey Inc	3.1%	3.2%	120,725	+0.4%	$8.6M
JPMJpmorgan Chase & Co	2.8%	2.9%	24,432	-1.9%	$8.0M
CRWDCrowdstrike Hldgs Inc	2.5%	2.1%	9,327	-32.1%	$7.1M
VMCVulcan Matls Co	2.3%	2.6%	22,104	-6.5%	$6.5M
EMEEmcor Group Inc	2.3%	1.9%	7,804	+19.4%	$6.5M
VYMVanguard Whitehall Fds	2.2%	2.2%	39,683	+5.9%	$6.3M
MOAltria Group Inc	2.2%	2.4%	86,397	-3.8%	$6.2M
AAPLApple Inc	2.2%	2.0%	21,171	+4.2%	$6.1M
FCFSFirstcash Holdings Inc	2.0%	1.4%	25,801	+36.6%	$5.6M
VVisa Inc	1.9%	1.5%	15,991	+25.7%	$5.5M
MARMarriott Intl Inc New	1.7%	1.9%	13,219	-10.2%	$4.9M
ANETArista Networks Inc	1.6%	—	27,244	—	$4.6M
MTBASimplify Exchange Traded Fun	1.4%	2.3%	83,504	-29.7%	$4.1M
OKEOneok Inc New	1.4%	1.9%	44,598	-17.7%	$3.9M
CHRDChord Energy Corporation	1.3%	2.1%	31,985	-12.1%	$3.7M
KRKroger Co	1.3%	1.6%	64,005	+14.3%	$3.6M
IVEIshares Tr	1.2%	1.3%	14,758	-2.8%	$3.4M
PNFPPinnacle Finl Partners Inc	1.2%	0.8%	32,785	+32.3%	$3.3M
MELIMercadolibre Inc	1.1%	1.2%	1,914	+8.3%	$3.2M
FCXFreeport Mcmoran Inc	1.1%	0.4%	50,362	+179.9%	$3.2M
IBDXIshares Tr	1.0%	1.2%	113,199	-4.9%	$2.9M
IBDYIshares Tr	0.8%	1.0%	88,080	-7.1%	$2.3M
GOOGAlphabet Inc	0.7%	0.6%	5,532	+0.0%	$2.0M
JNJJohnson & Johnson	0.7%	0.7%	7,350	+0.4%	$1.9M
AMZNAmazon Com Inc	0.6%	0.6%	7,396	+3.5%	$1.8M
SCHXSchwab Strategic Tr	0.6%	0.7%	57,494	-10.9%	$1.7M
NVDANvidia Corporation	0.6%	0.4%	8,282	+39.1%	$1.7M
BXBlackstone Inc	0.6%	0.7%	13,660	-15.1%	$1.6M
USLMUnited Sts Lime & Minerals I	0.5%	—	14,614	—	$1.5M
BRK-ABerkshire Hathaway Inc Del	0.5%	0.6%	2	+0.0%	$1.5M
PMPhilip Morris Intl Inc	0.5%	0.5%	8,174	+0.2%	$1.5M
BACBank of Amer Corp	0.5%	0.5%	22,903	-1.8%	$1.3M
IVWIshares Tr	0.5%	0.4%	9,304	-0.1%	$1.3M
LLYEli Lilly & Co	0.4%	—	1,044	—	$1.3M
IBDRIshares Tr	0.4%	—	51,022	—	$1.2M
IWMIshares Tr	0.4%	0.4%	4,083	-1.0%	$1.2M
CSXCsx Corp	0.4%	0.4%	25,024	+0.3%	$1.2M
PGProcter & Gamble Co	0.4%	0.5%	7,812	-8.0%	$1.1M
COFCapital One Finl Corp	0.4%	0.4%	5,411	-2.4%	$1.1M
LMTLockheed Martin Corp	0.4%	0.5%	2,117	+0.2%	$1.1M
SPYState Str Spdr S&p 500 ETF T	0.4%	—	1,400	—	$1.0M
XLGInvesco Exchange Traded Fd T	0.4%	—	16,328	—	$1000K

What Seneca House Advisors bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

JAAA Janus Detroit Str Tr+406.0% shares
FCX Freeport Mcmoran Inc+179.9% shares
NVDA Nvidia Corporation+39.1% shares
FCFS Firstcash Holdings Inc+36.6% shares
PNFP Pinnacle Finl Partners Inc+32.3% shares
RSP Invesco Exchange Traded Fd T+27.7% shares
V Visa Inc+25.7% shares
EME Emcor Group Inc+19.4% shares

Reduced

CRWD Crowdstrike Hldgs Inc-32.1% shares
MTBA Simplify Exchange Traded Fun-29.7% shares
OKE Oneok Inc New-17.7% shares
MSFT Microsoft Corp-15.6% shares
BX Blackstone Inc-15.1% shares
CHRD Chord Energy Corporation-12.1% shares
SCHX Schwab Strategic Tr-10.9% shares
MAR Marriott Intl Inc New-10.2% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +9.1% /yr; S&P 500 +20.1%
3 years: +12.5% /yr; S&P 500 +20.4%
5 years: +5.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$282.9M	103
Q1 2026	$251.7M	96
Q4 2025	$267.3M	102
Q3 2025	$247.5M	90
Q2 2025	$235.0M	82
Q1 2025	$234.6M	85
Q4 2024	$251.6M	90
Q3 2024	$237.4M	88
Q2 2024	$230.5M	80
Q1 2024	$230.0M	83
Q4 2023	$216.0M	77
Q3 2023	$192.2M	76

Questions about Seneca House Advisors's portfolio

What stocks does Seneca House Advisors own?

Seneca House Advisors's latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 103 positions worth $282.9M. The largest are Invesco Exchange Traded Fd T (RSP) at 10.2%, Alphabet Inc (GOOGL) at 6.4%, Markel Group Inc (MKL) at 5.7%, Ishares Tr (IBDZ) at 5.0% and Janus Detroit Str Tr (JAAA) at 4.4%.

What did Seneca House Advisors buy last quarter?

In Q2 2026, Seneca House Advisors added Janus Detroit Str Tr (JAAA) (+406.0% shares), Freeport Mcmoran Inc (FCX) (+179.9% shares) and Nvidia Corporation (NVDA) (+39.1% shares), compared with its Q1 2026 filing.

What did Seneca House Advisors sell last quarter?

In Q2 2026, Seneca House Advisors cut from its top 50 Tjx Cos Inc New (TJX), cut from its top 50 Janus Detroit Str Tr (JSI), cut from its top 50 Charles Schwab Corp (the) (SCHW), cut from its top 50 Pimco ETF Tr (MUNI), cut from its top 50 Chevron Corporation (CVX), Crowdstrike Hldgs Inc (CRWD) (-32.1% shares), Simplify Exchange Traded Fun (MTBA) (-29.7% shares) and Oneok Inc New (OKE) (-17.7% shares), compared with its Q1 2026 filing.

How has Seneca House Advisors's portfolio performed?

A portfolio copying Seneca House Advisors's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +9.1% against +20.1%. Over 5 years: +5.0% a year against +11.6%.

When is Seneca House Advisors's next 13F filing due?

13F filings are due 45 days after each quarter ends. Seneca House Advisors's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.