Universe · entity
Seneca House Advisors
Institutional manager (13F) · CIK 1731359
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $230M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | INVESCO EXCHANGE TRADED FD T | $20M | 106,477 |
| 2 | ALPHABET INC | $16M | 54,449 |
| 3 | MARKEL GROUP INC | $15M | 8,054 |
| 4 | ISHARES TR | $13M | 496,769 |
| 5 | MICROSOFT CORP | $11M | 30,905 |
| 6 | STARWOOD PPTY TR INC | $11M | 621,728 |
| 7 | INVESCO QQQ TR | $10M | 16,852 |
| 8 | WP CAREY INC | $8M | 120,230 |
| 9 | JPMORGAN CHASE & CO | $7M | 24,893 |
| 10 | VULCAN MATLS CO | $6M | 23,647 |
| 11 | ALTRIA GROUP INC | $6M | 89,835 |
| 12 | SIMPLIFY EXCHANGE TRADED FUN | $6M | 118,837 |
| 13 | VANGUARD WHITEHALL FDS | $6M | 37,484 |
| 14 | CROWDSTRIKE HLDGS INC | $5M | 13,739 |
| 15 | CHORD ENERGY CORPORATION | $5M | 36,393 |
| 16 | APPLE INC | $5M | 20,313 |
| 17 | ONEOK INC NEW | $5M | 54,192 |
| 18 | EMCOR GROUP INC | $5M | 6,535 |
| 19 | MARRIOTT INTL INC NEW | $5M | 14,724 |
| 20 | TJX COS INC NEW | $4M | 26,956 |
| 21 | JANUS DETROIT STR TR | $4M | 82,166 |
| 22 | KROGER CO | $4M | 56,019 |
| 23 | VISA INC | $4M | 12,717 |
| 24 | FIRSTCASH HOLDINGS INC | $4M | 18,893 |
| 25 | ISHARES TR | $3M | 15,183 |
| 26 | MERCADOLIBRE INC | $3M | 1,767 |
| 27 | ISHARES TR | $3M | 118,994 |
| 28 | SCHWAB CHARLES CORP | $3M | 29,965 |
| 29 | ISHARES TR | $2M | 94,840 |
| 30 | JANUS DETROIT STR TR | $2M | 48,645 |
| 31 | PINNACLE FINL PARTNERS INC | $2M | 24,772 |
| 32 | BLACKSTONE INC | $2M | 16,084 |
| 33 | JOHNSON & JOHNSON | $2M | 7,324 |
| 34 | SCHWAB STRATEGIC TR | $2M | 64,562 |
| 35 | ALPHABET INC | $2M | 5,531 |
| 36 | AMAZON COM INC | $1M | 7,143 |
| 37 | PIMCO ETF TR | $1M | 28,035 |
| 38 | BERKSHIRE HATHAWAY INC DEL | $1M | 2 |
| 39 | PHILIP MORRIS INTL INC | $1M | 8,154 |
| 40 | LOCKHEED MARTIN CORP | $1M | 2,113 |
| 41 | PROCTER & GAMBLE CO | $1M | 8,487 |
| 42 | CHEVRON CORPORATION | $1M | 5,801 |
| 43 | BANK AMERICA CORP | $1M | 23,330 |
| 44 | FREEPORT MCMORAN INC | $1M | 17,993 |
| 45 | ISHARES TR | $1M | 9,314 |
| 46 | NVIDIA CORPORATION | $1M | 5,953 |
| 47 | CSX CORP | $1M | 24,937 |
| 48 | ISHARES TR | $1M | 4,124 |
| 49 | CAPITAL ONE FINL CORP | $1M | 5,544 |
| 50 | PEPSICO INC | $1M | 6,443 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.