Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Seneca House Advisors (CIK 1731359) reported $251.7M across 95 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RSP ($20.4M, 8.12%), GOOGL ($15.7M, 6.22%), MKL ($15.4M, 6.13%), IBDZ ($12.9M, 5.14%), MSFT ($11.4M, 4.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | $20.4M | 8.12% | 106,477 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $15.7M | 6.22% | 54,449 | Trimmed |
| 3 | MKL | MARKEL GROUP INC | $15.4M | 6.13% | 8,054 | Added |
| 4 | IBDZ | ISHARES TR | $12.9M | 5.14% | 496,769 | Added |
| 5 | MSFT | MICROSOFT CORP | $11.4M | 4.55% | 30,905 | Added |
| 6 | STWD | STARWOOD PPTY TR INC | $10.7M | 4.25% | 621,728 | Added |
| 7 | QQQ | INVESCO QQQ TR | $9.7M | 3.86% | 16,852 | Trimmed |
| 8 | WPC | WP CAREY INC | $8.2M | 3.25% | 120,230 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO | $7.3M | 2.91% | 24,893 | Trimmed |
| 10 | VMC | VULCAN MATLS CO | $6.4M | 2.56% | 23,647 | Trimmed |
| 11 | MO | ALTRIA GROUP INC | $5.9M | 2.36% | 89,835 | Trimmed |
| 12 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | $5.9M | 2.34% | 118,837 | Added |
| 13 | VYM | VANGUARD WHITEHALL FDS | $5.6M | 2.21% | 37,484 | Added |
| 14 | CRWD | CROWDSTRIKE HLDGS INC | $5.4M | 2.13% | 13,739 | Added |
| 15 | CHRD | CHORD ENERGY CORPORATION | $5.2M | 2.06% | 36,393 | Added |
| 16 | AAPL | APPLE INC | $5.2M | 2.05% | 20,313 | Added |
| 17 | OKE | ONEOK INC NEW | $4.9M | 1.95% | 54,192 | Trimmed |
| 18 | EME | EMCOR GROUP INC | $4.8M | 1.92% | 6,535 | Added |
| 19 | MAR | MARRIOTT INTL INC NEW | $4.8M | 1.91% | 14,724 | Added |
| 20 | TJX | TJX COS INC NEW | $4.3M | 1.71% | 26,956 | Added |
| 21 | JSI | JANUS DETROIT STR TR | $4.2M | 1.68% | 82,166 | Trimmed |
| 22 | KR | KROGER CO | $4.1M | 1.61% | 56,019 | Added |
| 23 | V | VISA INC | $3.8M | 1.53% | 12,717 | Added |
| 24 | FCFS | FIRSTCASH HOLDINGS INC | $3.6M | 1.41% | 18,893 | New |
| 25 | IVE | ISHARES TR | $3.2M | 1.27% | 15,183 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31