Seneca House Advisors

13F filer · CIK 0001731359

Reported Jul 31, 2026

Net seller this quarter

13F portfolio value$283MU.S. long equity reported on 13F

Positions729 new · 3 closed

Net flow last quarter-$1.32MBuys minus sells

Top 10 positions weight36.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 31, 202672 positions
GOOGLAlphabet Inc.	$18M	6.38%	0.00%	-7.3%	Q2 2018
MKLMarkel Group Inc.	$16.1M	5.69%	0.07%	+2.3%	Q3 2021
QQQInvesco QQQ Trust, Series 1	$12.1M	4.27%	Not reported	-2.7%	Q2 2018
MSFTMicrosoft Corp	$9.73M	3.44%	0.00%	-15.6%	Q4 2017
STWDStarwood Property Trust, Inc.	$9.45M	3.34%	0.16%	-7.2%	Q2 2021
WPCW. P. Carey Inc.	$8.63M	3.05%	0.05%	+0.4%	Q4 2017
JPMJPMorgan Chase & Co	$8M	2.83%	0.00%	-1.9%	Q4 2017
CRWDCrowdStrike Holdings, Inc.	$7.12M	2.52%	0.00%	-32.1%	Q3 2024
VMCVulcan Materials CO	$6.52M	2.31%	0.02%	-6.5%	Q3 2021
EMEEMCOR Group, Inc.	$6.48M	2.29%	0.02%	+19.4%	Q4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$6.27M	2.22%	Not reported	+5.9%	Q4 2019
MOAltria Group, Inc.	$6.22M	2.20%	0.01%	-3.8%	Q4 2017
AAPLApple Inc.	$6.13M	2.17%	0.00%	+4.2%	Q4 2017
FCFSFirstCash Holdings, Inc.	$5.58M	1.97%	0.06%	+36.6%	Q1 2026
VVisa Inc.	$5.49M	1.94%	0.00%	+25.8%	Q2 2020
MARMarriott International Inc	$4.9M	1.73%	0.01%	-10.2%	Q4 2020
ANETArista Networks, Inc.	$4.63M	1.64%	0.00%	New	Q2 2026
OKEOneok Inc	$3.88M	1.37%	0.01%	-17.7%	Q4 2017
CHRDChord Energy Corp	$3.66M	1.29%	0.06%	-12.1%	Q4 2025
KRKroger Co	$3.55M	1.26%	0.01%	+14.3%	Q1 2022
PNFPPinnacle Financial Partners, Inc.	$3.31M	1.17%	0.02%	+32.4%	Q1 2026
MELIMercadolibre Inc	$3.25M	1.15%	0.00%	+8.3%	Q4 2024
FCXFreeport-Mcmoran Inc	$3.17M	1.12%	0.00%	+179.9%	Q1 2026
GOOGAlphabet Inc.	$1.95M	0.69%	Not reported	0.0%	Q1 2019
JNJJohnson & Johnson	$1.87M	0.66%	0.00%	+0.4%	Q4 2017
AMZNAmazon Com Inc	$1.76M	0.62%	0.00%	+3.5%	Q4 2017
NVDANvidia Corp	$1.66M	0.59%	0.00%	+39.1%	Q4 2024
BXBlackstone Inc.	$1.61M	0.57%	0.00%	-15.1%	Q4 2017
USLMUnited States Lime & Minerals Inc	$1.53M	0.54%	0.05%	New	Q2 2026
BRK.ABerkshire Hathaway Inc	$1.5M	0.53%	Not reported	Not reported	Q4 2017
PMPhilip Morris International Inc.	$1.48M	0.52%	0.00%	+0.3%	Q4 2017
BACBank of America Corp	$1.31M	0.46%	0.00%	-1.8%	Q4 2017
LLYELI LILLY & Co	$1.25M	0.44%	0.00%	+4.4%	Q1 2021
CSXCSX Corp	$1.19M	0.42%	0.00%	+0.4%	Q2 2022
PGPROCTER & GAMBLE Co	$1.15M	0.40%	0.00%	-8.0%	Q4 2017
COFCapital One Financial Corp	$1.09M	0.38%	0.00%	-2.4%	Q4 2017
LMTLockheed Martin Corp	$1.08M	0.38%	0.00%	+0.2%	Q3 2021
SPYSPDR S&P 500 ETF Trust	$1.05M	0.37%	Not reported	Not reported	Q4 2017
CVXChevron Corp	$962K	0.34%	0.00%	Not reported	Q4 2017
LRCXLam Research Corp	$817K	0.29%	0.00%	+1.7%	Q3 2025
PEPPepsico Inc	$758K	0.27%	0.00%	-13.2%	Q4 2017
DDominion Energy, Inc	$729K	0.26%	0.00%	-3.4%	Q4 2017
DELLDell Technologies Inc.	$700K	0.25%	0.00%	+0.8%	Q1 2024
WMWaste Management Inc	$679K	0.24%	0.00%	-0.3%	Q4 2017
HDHome Depot, Inc.	$669K	0.24%	0.00%	-13.6%	Q4 2017
SOSouthern Co	$655K	0.23%	0.00%	+0.7%	Q4 2025
BRK.BBerkshire Hathaway Inc	$648K	0.23%	Not reported	+5.0%	Q4 2017
NSCNorfolk Southern Corp	$617K	0.22%	0.00%	-0.7%	Q4 2017
AMDAdvanced Micro Devices Inc	$610K	0.22%	0.00%	+6.6%	Q1 2026
ABBVAbbVie Inc.	$597K	0.21%	0.00%	+4.6%	Q4 2017

Q1 2026Reported May 1, 202666 positions
GOOGLAlphabet Inc.	$15.7M	6.22%	0.00%	-12.0%	Q2 2018
MKLMarkel Group Inc.	$15.4M	6.13%	0.06%	+5.3%	Q3 2021
MSFTMicrosoft Corp	$11.4M	4.55%	0.00%	+4.4%	Q4 2017
STWDStarwood Property Trust, Inc.	$10.7M	4.25%	0.17%	+6.3%	Q2 2021
QQQInvesco QQQ Trust, Series 1	$9.73M	3.86%	Not reported	-5.9%	Q2 2018
WPCW. P. Carey Inc.	$8.17M	3.25%	0.05%	-2.6%	Q4 2017
JPMJPMorgan Chase & Co	$7.32M	2.91%	0.00%	-23.3%	Q4 2017
VMCVulcan Materials CO	$6.44M	2.56%	0.02%	-13.0%	Q3 2021
MOAltria Group, Inc.	$5.93M	2.36%	0.01%	-17.7%	Q4 2017
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$5.55M	2.21%	Not reported	+1.3%	Q4 2019
CRWDCrowdStrike Holdings, Inc.	$5.36M	2.13%	0.01%	+51.4%	Q3 2024
CHRDChord Energy Corp	$5.17M	2.06%	0.06%	+10.0%	Q4 2025
AAPLApple Inc.	$5.16M	2.05%	0.00%	+1.7%	Q4 2017
OKEOneok Inc	$4.9M	1.95%	0.01%	-5.9%	Q4 2017
EMEEMCOR Group, Inc.	$4.82M	1.92%	0.01%	+4.4%	Q4 2025
MARMarriott International Inc	$4.82M	1.91%	0.01%	+16.5%	Q4 2020
TJXTJX Companies Inc	$4.3M	1.71%	0.00%	+14.0%	Q3 2025
KRKroger Co	$4.05M	1.61%	0.01%	+5.2%	Q1 2022
VVisa Inc.	$3.84M	1.53%	0.00%	+108.1%	Q2 2020
FCFSFirstCash Holdings, Inc.	$3.55M	1.41%	0.04%	New	Q1 2026
MELIMercadolibre Inc	$3.06M	1.21%	0.00%	+27.8%	Q4 2024
SCHWSchwab Charles Corp	$2.82M	1.12%	0.00%	-35.7%	Q3 2021
PNFPPinnacle Financial Partners, Inc.	$2.13M	0.85%	0.02%	New	Q1 2026
BXBlackstone Inc.	$1.85M	0.73%	0.00%	-62.6%	Q4 2017
JNJJohnson & Johnson	$1.79M	0.71%	0.00%	-0.4%	Q4 2017
GOOGAlphabet Inc.	$1.59M	0.63%	Not reported	Not reported	Q1 2019
AMZNAmazon Com Inc	$1.49M	0.59%	0.00%	+2.6%	Q4 2017
BRK.ABerkshire Hathaway Inc	$1.44M	0.57%	Not reported	Not reported	Q4 2017
PMPhilip Morris International Inc.	$1.35M	0.54%	0.00%	+0.9%	Q4 2017
LMTLockheed Martin Corp	$1.28M	0.51%	0.00%	+0.6%	Q3 2021
PGPROCTER & GAMBLE Co	$1.23M	0.49%	0.00%	-20.5%	Q4 2017
CVXChevron Corp	$1.2M	0.48%	0.00%	+1.5%	Q4 2017
BACBank of America Corp	$1.14M	0.45%	0.00%	-3.8%	Q4 2017
FCXFreeport-Mcmoran Inc	$1.06M	0.42%	0.00%	New	Q1 2026
NVDANvidia Corp	$1.04M	0.41%	0.00%	+17.7%	Q4 2024
CSXCSX Corp	$1.02M	0.41%	0.00%	-2.1%	Q2 2022
COFCapital One Financial Corp	$1.01M	0.40%	0.00%	+4.9%	Q4 2017
PEPPepsico Inc	$1M	0.40%	0.00%	-4.8%	Q4 2017
LLYELI LILLY & Co	$920K	0.37%	0.00%	-2.1%	Q1 2021
SPYSPDR S&P 500 ETF Trust	$911K	0.36%	Not reported	Not reported	Q4 2017
HDHome Depot, Inc.	$722K	0.29%	0.00%	-15.1%	Q4 2017
WMWaste Management Inc	$702K	0.28%	0.00%	-0.5%	Q4 2017
DDominion Energy, Inc	$683K	0.27%	0.00%	-9.8%	Q4 2017
SOSouthern Co	$656K	0.26%	0.00%	+0.9%	Q4 2025
ORCLOracle Corp	$594K	0.24%	0.00%	+1.0%	Q3 2018
BRK.BBerkshire Hathaway Inc	$591K	0.23%	Not reported	-6.2%	Q4 2017
XOMExxonMobil Holdings Corp	$591K	0.23%	0.00%	+5.7%	Q4 2017
NSCNorfolk Southern Corp	$567K	0.23%	0.00%	+34.3%	Q4 2017
NEENextera Energy Inc	$552K	0.22%	0.00%	-81.5%	Q2 2021
ABBVAbbVie Inc.	$493K	0.20%	0.00%	+2.9%	Q4 2017

Q4 2025Reported Feb 17, 202667 positions
GOOGLAlphabet Inc.	$19.4M	7.25%	0.00%	+0.1%	Q2 2018
MKLMarkel Group Inc.	$16.4M	6.15%	0.06%	-0.2%	Q3 2021
MSFTMicrosoft Corp	$14.3M	5.36%	0.00%	+3.7%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$11M	4.12%	Not reported	-1.2%	Q2 2018
STWDStarwood Property Trust, Inc.	$10.5M	3.94%	0.16%	+7.1%	Q2 2021
JPMJPMorgan Chase & Co	$10.5M	3.91%	0.00%	-2.7%	Q4 2017
WPCW. P. Carey Inc.	$7.95M	2.97%	0.06%	+1.8%	Q4 2017
VMCVulcan Materials CO	$7.75M	2.90%	0.02%	-2.5%	Q3 2021
BXBlackstone Inc.	$6.63M	2.48%	0.01%	-5.6%	Q4 2017
MOAltria Group, Inc.	$6.29M	2.35%	0.01%	+2.1%	Q4 2017
AAPLApple Inc.	$5.43M	2.03%	0.00%	+0.1%	Q4 2017
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$5.31M	1.99%	Not reported	0.0%	Q4 2019
SCHWSchwab Charles Corp	$4.66M	1.74%	0.00%	-17.6%	Q3 2021
CRWDCrowdStrike Holdings, Inc.	$4.25M	1.59%	0.00%	+316.7%	Q3 2024
OKEOneok Inc	$4.23M	1.58%	0.01%	-35.0%	Q4 2017
MARMarriott International Inc	$3.92M	1.47%	0.00%	+33.6%	Q4 2020
EMEEMCOR Group, Inc.	$3.83M	1.43%	0.01%	New	Q4 2025
TJXTJX Companies Inc	$3.63M	1.36%	0.00%	+63.3%	Q3 2025
KRKroger Co	$3.33M	1.24%	0.01%	+68.5%	Q1 2022
CHRDChord Energy Corp	$3.07M	1.15%	0.06%	New	Q4 2025
MELIMercadolibre Inc	$2.79M	1.04%	0.00%	+24.4%	Q4 2024
NEENextera Energy Inc	$2.57M	0.96%	0.00%	-7.2%	Q2 2021
VVisa Inc.	$2.14M	0.80%	0.00%	Not reported	Q2 2020
GOOGAlphabet Inc.	$1.74M	0.65%	Not reported	-0.1%	Q1 2019
AMZNAmazon Com Inc	$1.61M	0.60%	0.00%	+0.1%	Q4 2017
PGPROCTER & GAMBLE Co	$1.53M	0.57%	0.00%	-3.6%	Q4 2017
JNJJohnson & Johnson	$1.52M	0.57%	0.00%	-0.3%	Q4 2017
BRK.ABerkshire Hathaway Inc	$1.51M	0.56%	Not reported	Not reported	Q4 2017
BACBank of America Corp	$1.33M	0.50%	0.00%	+0.4%	Q4 2017
PMPhilip Morris International Inc.	$1.3M	0.48%	0.00%	+0.3%	Q4 2017
COFCapital One Financial Corp	$1.28M	0.48%	0.00%	-1.6%	Q4 2017
LLYELI LILLY & Co	$1.1M	0.41%	0.00%	+3.2%	Q1 2021
PFGCPerformance Food Group Co	$1.09M	0.41%	0.01%	-60.8%	Q4 2022
LMTLockheed Martin Corp	$1.02M	0.38%	0.00%	-0.9%	Q3 2021
PEPPepsico Inc	$971K	0.36%	0.00%	+2.1%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$955K	0.36%	Not reported	Not reported	Q4 2017
NVDANvidia Corp	$944K	0.35%	0.00%	+10.8%	Q4 2024
CSXCSX Corp	$923K	0.35%	0.00%	+0.1%	Q2 2022
HDHome Depot, Inc.	$890K	0.33%	0.00%	-75.0%	Q4 2017
CVXChevron Corp	$871K	0.33%	0.00%	+1.1%	Q4 2017
ORCLOracle Corp	$779K	0.29%	0.00%	+0.3%	Q3 2018
DDominion Energy, Inc	$717K	0.27%	0.00%	+15.3%	Q4 2017
WMWaste Management Inc	$674K	0.25%	0.00%	+1.1%	Q4 2017
BRK.BBerkshire Hathaway Inc	$660K	0.25%	Not reported	+4.0%	Q4 2017
TMOThermo Fisher Scientific Inc.	$632K	0.24%	0.00%	-88.1%	Q3 2021
SOSouthern Co	$588K	0.22%	0.00%	New	Q4 2025
METAMeta Platforms, Inc.	$542K	0.20%	Not reported	+58.1%	Q2 2025
IDXXIdexx Laboratories Inc	$516K	0.19%	0.00%	+0.3%	Q3 2021
ABBVAbbVie Inc.	$504K	0.19%	0.00%	+1.2%	Q4 2017
LOWLowes Companies Inc	$461K	0.17%	0.00%	+1.3%	Q3 2018

Q3 2025Reported Oct 10, 202559 positions
GOOGLAlphabet Inc.	$15M	6.07%	0.00%	-16.9%	Q2 2018
MSFTMicrosoft Corp	$14.8M	5.98%	0.00%	-9.7%	Q4 2017
MKLMarkel Group Inc.	$14.6M	5.92%	0.06%	+8.4%	Q3 2021
QQQInvesco QQQ Trust, Series 1	$10.9M	4.39%	Not reported	-1.2%	Q2 2018
STWDStarwood Property Trust, Inc.	$10.6M	4.27%	0.15%	+2.2%	Q2 2021
JPMJPMorgan Chase & Co	$10.5M	4.25%	0.00%	-6.7%	Q4 2017
VMCVulcan Materials CO	$8.58M	3.47%	0.02%	+1.1%	Q3 2021
WPCW. P. Carey Inc.	$8.2M	3.31%	0.06%	+2.5%	Q4 2017
BXBlackstone Inc.	$7.78M	3.14%	0.01%	-7.0%	Q4 2017
MOAltria Group, Inc.	$7.06M	2.85%	0.01%	-10.0%	Q4 2017
OKEOneok Inc	$6.46M	2.61%	0.01%	+2.7%	Q4 2017
SCHWSchwab Charles Corp	$5.4M	2.18%	0.00%	-6.7%	Q3 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$5.21M	2.11%	Not reported	+2.8%	Q4 2019
AAPLApple Inc.	$5.08M	2.05%	0.00%	+1.2%	Q4 2017
TMOThermo Fisher Scientific Inc.	$4.46M	1.80%	0.00%	-3.8%	Q3 2021
HDHome Depot, Inc.	$4.19M	1.69%	0.00%	+2.7%	Q4 2017
PFGCPerformance Food Group Co	$3.21M	1.30%	0.02%	-28.3%	Q4 2022
NEENextera Energy Inc	$2.61M	1.05%	0.00%	-49.1%	Q2 2021
MELIMercadolibre Inc	$2.6M	1.05%	0.00%	+343.0%	Q4 2024
MARMarriott International Inc	$2.46M	1.00%	0.00%	Not reported	Q4 2020
KRKroger Co	$2.13M	0.86%	0.00%	Not reported	Q1 2022
TJXTJX Companies Inc	$2.09M	0.85%	0.00%	New	Q3 2025
PGPROCTER & GAMBLE Co	$1.7M	0.69%	0.00%	-5.2%	Q4 2017
AMZNAmazon Com Inc	$1.53M	0.62%	0.00%	-5.3%	Q4 2017
BRK.ABerkshire Hathaway Inc	$1.51M	0.61%	Not reported	Not reported	Q4 2017
JNJJohnson & Johnson	$1.37M	0.55%	0.00%	-2.7%	Q4 2017
GOOGAlphabet Inc.	$1.35M	0.54%	Not reported	+0.5%	Q1 2019
PMPhilip Morris International Inc.	$1.31M	0.53%	0.00%	-1.4%	Q4 2017
BACBank of America Corp	$1.25M	0.50%	0.00%	-1.3%	Q4 2017
COFCapital One Financial Corp	$1.14M	0.46%	0.00%	+5.5%	Q4 2017
ORCLOracle Corp	$1.12M	0.45%	0.00%	+1.2%	Q3 2018
CRWDCrowdStrike Holdings, Inc.	$1.07M	0.43%	0.00%	+40.2%	Q3 2024
LMTLockheed Martin Corp	$1.06M	0.43%	0.00%	-3.4%	Q3 2021
SPYSPDR S&P 500 ETF Trust	$933K	0.38%	Not reported	Not reported	Q4 2017
PEPPepsico Inc	$931K	0.38%	0.00%	+12.5%	Q4 2017
CSXCSX Corp	$904K	0.37%	0.00%	-5.1%	Q2 2022
CVXChevron Corp	$878K	0.35%	0.00%	+2.4%	Q4 2017
NVDANvidia Corp	$852K	0.34%	0.00%	+18.2%	Q4 2024
LLYELI LILLY & Co	$755K	0.30%	0.00%	+0.9%	Q1 2021
WMWaste Management Inc	$671K	0.27%	0.00%	+0.1%	Q4 2017
DDominion Energy, Inc	$649K	0.26%	0.00%	-12.7%	Q4 2017
BRK.BBerkshire Hathaway Inc	$635K	0.26%	Not reported	+13.5%	Q4 2017
ABBVAbbVie Inc.	$504K	0.20%	0.00%	+4.0%	Q4 2017
IDXXIdexx Laboratories Inc	$486K	0.20%	0.00%	-14.4%	Q3 2021
LOWLowes Companies Inc	$474K	0.19%	0.00%	+2.0%	Q3 2018
NSCNorfolk Southern Corp	$440K	0.18%	0.00%	-0.1%	Q4 2017
METAMeta Platforms, Inc.	$382K	0.15%	Not reported	+13.0%	Q2 2025
AVGOBroadcom Inc.	$378K	0.15%	0.00%	+24.1%	Q1 2021
MTBM&T Bank Corp	$366K	0.15%	0.00%	+5.7%	Q3 2024
ABTAbbott Laboratories	$358K	0.14%	0.00%	+1.3%	Q2 2019

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