Seneca House Advisors

CIK

1731359

Location

RICHMOND, VA

Portfolio Value

Micro $4,304,289

Diversification

Diversified

Filing Date

Global Rank

#4,517 / 8,578 ▼ 35

Top Industry

Software - Infrastructure 10.6%

3Y Alpha vs SPY

-4.5%

Period ended 3 months ago

Filed May 1, 2026 · 45d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+58.5%

SPY

+77.5%

Annualised alpha

-4.5%

Max drawdown

−16.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

63 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.0%

−1.6 pts

Top 5

36.2%

−3.0 pts

Top 10

55.2%

−5.3 pts

HHI

424

Diversified−53

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	23.1%	$40,148,214	12
Technology	14.3%	$24,864,661	9
Real Estate	10.8%	$18,876,986	2
Communication Services	9.3%	$16,147,669	2
Consumer Cyclical	8.7%	$15,072,637	7
Consumer Defensive	7.9%	$13,759,768	6
Energy	6.8%	$11,863,582	4
Unclassified	6.1%	$10,637,113	2
Industrials	5.2%	$9,030,507	7
Basic Materials	4.3%	$7,496,706	2
Healthcare	2.5%	$4,304,289	7
Utilities	1.1%	$1,891,122	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
STWD	Starwood Property Trust, Inc.	+36,886	621,728	$10,706,156
V	Visa Inc.	+6,607	12,717	$3,843,586
CRWD	CrowdStrike Holdings, Inc.	+4,663	13,739	$5,363,842
TJX	Tjx Companies Inc /De/	+3,311	26,956	$4,304,873
CHRD	Chord Energy Corp	+3,308	36,393	$5,174,356
KR	Kroger Co	+2,763	56,019	$4,053,534
MAR	Marriott International Inc /Md/	+2,084	14,724	$4,815,778
MSFT	Microsoft Corp	+1,291	30,905	$11,440,103
NVDA	Nvidia Corp	+893	5,953	$1,038,203
NSC	Norfolk Southern Corp	+504	1,975	$566,825
MKL	Markel Group Inc.	+408	8,054	$15,415,918
MELI	Mercadolibre Inc	+384	1,767	$3,055,178
AAPL	Apple Inc.	+346	20,313	$5,155,236
EME	EMCOR Group, Inc.	+273	6,535	$4,824,855
COF	Capital One Financial Corp	+258	5,544	$1,011,391
XOM	Exxon Mobil Corp	+187	3,481	$590,586
AMZN	Amazon Com Inc	+179	7,143	$1,487,672
LIEN	Chicago Atlantic BDC, Inc.	+100	24,888	$232,453
AVGO	Broadcom Inc.	+88	1,333	$412,576
CVX	Chevron Corp	+85	5,801	$1,200,226
TSLA	Tesla, Inc.	+79	641	$238,291
PM	Philip Morris International Inc.	+75	8,154	$1,348,182
ABBV	AbbVie Inc.	+63	2,267	$493,049
SO	Southern Co	+62	6,800	$656,336
ORCL	Oracle Corp	+38	4,036	$593,735
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BX	Blackstone Inc.	−26,921	16,084	$1,849,499
NEE	Nextera Energy Inc	−26,087	5,943	$551,985
MO	Altria Group, Inc.	−19,278	89,835	$5,928,211
SCHW	Schwab Charles Corp	−16,630	29,965	$2,816,110
JPM	Jpmorgan Chase & Co	−7,556	24,893	$7,322,524
GOOGL	Alphabet Inc.	−7,443	54,449	$15,657,354
VMC	Vulcan Materials CO	−3,539	23,647	$6,439,078
OKE	Oneok Inc /New/	−3,401	54,192	$4,898,414
WPC	W. P. Carey Inc.	−3,253	120,230	$8,170,830
PG	PROCTER & GAMBLE Co	−2,192	8,487	$1,225,862
D	Dominion Energy, Inc	−1,196	11,045	$682,801
QQQ	Invesco Qqq Trust, Series 1	−1,056	16,852	$9,726,637
BAC	Bank Of America Corp /De/	−909	23,330	$1,137,337
CSX	Csx Corp	−539	24,937	$1,023,663
MRK	Merck & Co., Inc.	−457	1,664	$200,162
HD	Home Depot, Inc.	−391	2,195	$721,913
PEP	Pepsico Inc	−325	6,443	$1,000,533
BMY	Bristol Myers Squibb Co	−227	3,729	$226,163
BRK-B	Berkshire Hathaway Inc	−81	1,233	$590,853
DOV	DOVER Corp	−47	1,077	$224,500
IDXX	Idexx Laboratories Inc /De	−35	728	$409,055
JNJ	Johnson & Johnson	−26	7,324	$1,790,278
ABT	Abbott Laboratories	−21	2,589	$265,812
LLY	ELI LILLY & Co	−21	1,000	$919,770
WM	Waste Management Inc	−15	3,054	$701,778
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
FCFS	FirstCash Holdings, Inc.	18,893	$3,551,884
PNFP	Pinnacle Financial Partners, Inc.	24,772	$2,133,860
FCX	Freeport-Mcmoran Inc	17,993	$1,057,628
DELL	Dell Technologies Inc.	1,610	$264,249
WMT	Walmart Inc.	1,637	$203,446
AMD	Advanced Micro Devices Inc	985	$200,378
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
PFGC	Performance Food Group Co	12,088	$1,086,952
TMO	Thermo Fisher Scientific Inc.	1,091	$632,179
MTB	M&T Bank Corp	1,430	$288,116
ELV	Elevance Health, Inc.	662	$232,064
UNH	Unitedhealth Group Inc	673	$222,164
AXP	American Express Co	552	$204,212
KGC	Kinross Gold Corp	7,250	$204,160
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

7 positions · $4,304,289 total · Healthcare only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JNJ	Johnson & Johnson Healthcare	Reduced	7,324	-26	$1,790,278	+17.7%	41.59%
LLY	ELI LILLY & Co Healthcare	Reduced	1,000	-21	$919,770	−16.2%	21.37%
ABBV	AbbVie Inc. Healthcare	Added	2,267	+63	$493,049	−2.1%	11.45%
IDXX	Idexx Laboratories Inc /De Healthcare	Reduced	728	-35	$409,055	−20.8%	9.50%
ABT	Abbott Laboratories Healthcare	Reduced	2,589	-21	$265,812	−18.7%	6.18%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	3,729	-227	$226,163	+6.0%	5.25%
MRK	Merck & Co., Inc. Healthcare	Reduced	1,664	-457	$200,162	−10.3%	4.65%