Seneca House Advisors
Top Portfolio Positions
63 positions ·
$170,070,372 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
54,449 | $15,657,354 | 9.21% | |
| MKL |
Markel Group Inc.
Financial Services
|
8,054 | $15,415,918 | 9.06% | |
| MSFT |
Microsoft Corp
Technology
|
30,905 | $11,440,103 | 6.73% | |
| STWD |
Starwood Property Trust, Inc.
Real Estate
|
621,728 | $10,706,156 | 6.30% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
16,852 | $9,726,637 | 5.72% | |
| WPC |
W. P. Carey Inc.
Real Estate
|
120,230 | $8,170,830 | 4.80% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
24,893 | $7,322,524 | 4.31% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
23,647 | $6,439,078 | 3.79% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
89,835 | $5,928,211 | 3.49% | |
| CHRD |
Chord Energy Corp
Energy
|
36,393 | $5,174,356 | 3.04% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LIEN
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $232,453 | 24,888 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $256,060 | 24,788 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $259,581 | 24,722 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $367,331 | 35,491 | Shares | Sole | 2025-07-09 | |
| No 13F history on record for this holder in this stock. | ||||||