Seneca House Advisors Portfolio Holdings

Seneca House Advisors

  • $236 Million
  • Q3 2025

Seneca House Advisors has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $236 Million distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $25.2M, Alphabet Inc. with a value of $15M, Microsoft Corp with a value of $14.8M, Markel Corp with a value of $14.6M, and Ishares Tr Ibonds Dec 2032 Ter with a value of $12M.

Examining the 13F form we can see an increase of $10.7M in the current position value, from $225M to 236M.

Below you can find more details about Seneca House Advisors portfolio as well as his latest detailed transactions.

Portfolio value $236 Million
ETFs: $71.8 Million
Financial Services: $43.5 Million
Technology: $23.5 Million
Real Estate: $18.8 Million
Communication Services: $16.8 Million
Consumer Defensive: $16.2 Million
Consumer Cyclical: $13.6 Million
Healthcare: $8.65 Million
Other: $22.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.65T
$15 Million 6.38% of portfolio
61,856
Q3 2025 Reduced 16.85%
$3.78T
$14.8 Million 6.28% of portfolio
28,560
Q3 2025 Reduced 9.65%
$27.9B
$14.6 Million 6.21% of portfolio
7,661
Q3 2025 Added 8.42%
$5.51B
$10.6 Million 4.49% of portfolio
545,931
Q3 2025 Added 2.2%
$881B
$10.5 Million 4.46% of portfolio
33,338
Q3 2025 Reduced 6.66%
$37.3B
$8.58 Million 3.64% of portfolio
27,891
Q3 2025 Added 1.05%
$14B
$8.2 Million 3.48% of portfolio
121,363
Q3 2025 Added 2.54%
$98.1B
$7.78 Million 3.3% of portfolio
45,533
Q3 2025 Reduced 6.98%
$104B
$7.06 Million 3.0% of portfolio
106,900
Q3 2025 Reduced 10.01%
$31.5B
$6.46 Million 2.74% of portfolio
88,537
Q3 2025 Added 2.68%
$167B
$5.4 Million 2.29% of portfolio
56,520
Q3 2025 Reduced 6.69%
$4.3T
$5.08 Million 2.16% of portfolio
19,943
Q3 2025 Added 1.15%
$222B
$4.46 Million 1.89% of portfolio
9,187
Q3 2025 Reduced 3.79%
$367B
$4.19 Million 1.78% of portfolio
10,352
Q3 2025 Added 2.68%
$15.3B
$3.03 Million 1.29% of portfolio
30,840
Q3 2025 Reduced 28.27%
$168B
$2.61 Million 1.11% of portfolio
34,518
Q3 2025 Reduced 49.05%
$92.7B
$2.46 Million 1.05% of portfolio
9,463
Q3 2025 New
$47.8B
$2.13 Million 0.9% of portfolio
31,598
Q3 2025 New
$170B
$2.09 Million 0.89% of portfolio
14,478
Q3 2025 New
$346B
$1.7 Million 0.72% of portfolio
11,078
Q3 2025 Reduced 5.22%
$2.39T
$1.53 Million 0.65% of portfolio
6,960
Q3 2025 Reduced 5.27%
$453B
$1.51 Million 0.64% of portfolio
2
Q2 2019 Reduced 33.33%
$522B
$1.37 Million 0.58% of portfolio
7,372
Q3 2025 Reduced 2.73%
$1.74T
$1.35 Million 0.57% of portfolio
5,534
Q3 2025 Added 0.51%
$237B
$1.31 Million 0.55% of portfolio
8,055
Q3 2025 Reduced 1.44%
$413B
$1.25 Million 0.53% of portfolio
24,141
Q3 2025 Reduced 1.34%
$593B
$1.12 Million 0.48% of portfolio
3,988
Q3 2025 Added 1.17%
$77.2B
$1.14 Million 0.48% of portfolio
5,374
Q3 2025 Added 5.5%
$115B
$1.07 Million 0.45% of portfolio
2,178
Q3 2025 Added 40.15%
$123B
$1.06 Million 0.45% of portfolio
2,119
Q3 2025 Reduced 3.42%
$204B
$931,000 0.4% of portfolio
6,631
Q3 2025 Added 12.45%
$73.4B
$904,000 0.38% of portfolio
25,464
Q3 2025 Reduced 5.14%
$303B
$878,000 0.37% of portfolio
5,655
Q3 2025 Added 2.35%
$465B
$851,000 0.36% of portfolio
4,566
Q3 2025 Added 18.17%
$971B
$754,000 0.32% of portfolio
989
Q3 2025 Added 0.92%
$50.4B
$649,000 0.28% of portfolio
10,617
Q3 2025 Reduced 12.67%
$85.9B
$670,000 0.28% of portfolio
3,037
Q3 2025 Added 0.07%
$662B
$634,000 0.27% of portfolio
1,263
Q3 2025 Added 13.48%
$414B
$504,000 0.21% of portfolio
2,177
Q3 2025 Added 4.01%
$57.4B
$486,000 0.21% of portfolio
761
Q3 2025 Reduced 14.4%
$140B
$473,000 0.2% of portfolio
1,886
Q3 2025 Added 2.0%
$65.7B
$440,000 0.19% of portfolio
1,466
Q3 2025 Reduced 0.14%
$1.37T
$381,000 0.16% of portfolio
520
Q3 2025 Added 13.04%
$139B
$378,000 0.16% of portfolio
1,147
Q3 2025 Added 24.13%
$228B
$357,000 0.15% of portfolio
2,671
Q3 2025 Added 1.33%
$32.3B
$365,000 0.15% of portfolio
1,851
Q3 2025 Added 5.65%
$0
$319,000 0.14% of portfolio
24,722
Q3 2025 Reduced 30.34%
$490B
$329,000 0.14% of portfolio
2,922
Q3 2025 Added 3.62%
$107B
$339,000 0.14% of portfolio
448
Q3 2025 Added 1.59%

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $236 Million
  • Prior Value $225 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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