Seneca House Advisors
Seneca House Advisors reported 103 holdings worth US$283M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 31, 2026
Seneca House Advisors reported 103 holdings worth US$283M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Markel Group Inc. and Microsoft Corp. Filed Jul 31, 2026 (Form 13F).
- Holdings
- 103
- Value as reported
- US$283M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 55,935 | US$20M | 7.1% |
| Markel Group Inc. | 8,236 | US$16.1M | 5.7% |
| Microsoft Corp. | 26,083 | US$9.73M | 3.4% |
| Starwood Property Trust Inc. | 577K | US$9.45M | 3.3% |
| W. P. Carey Inc. Reit | 121K | US$8.63M | 3.1% |
| Jp Morgan Chase & Co. | 24,432 | US$8M | 2.8% |
| Crowdstrike Holdings, Inc. | 9,327 | US$7.12M | 2.5% |
| Vulcan Materials Company (holding Company) | 22,104 | US$6.52M | 2.3% |
| Emcor Group, Inc. | 7,804 | US$6.48M | 2.3% |
| Altria Group, Inc. | 86,397 | US$6.22M | 2.2% |
| Apple Inc | 21,171 | US$6.13M | 2.2% |
| Firstcash Holdings, Inc. | 25,801 | US$5.58M | 2.0% |
| Visa Inc. | 15,991 | US$5.49M | 1.9% |
| Marriott International | 13,219 | US$4.9M | 1.7% |
| Arista Networks, Inc. | 27,244 | US$4.63M | 1.6% |
| Oneok, Inc. | 44,598 | US$3.88M | 1.4% |
| Chord Energy Corporation | 31,985 | US$3.66M | 1.3% |
| Kroger Company (the) | 64,005 | US$3.55M | 1.3% |
| Pinnacle Financial Partners, Inc. | 32,785 | US$3.31M | 1.2% |
| Mercadolibre, Inc. | 1,914 | US$3.25M | 1.1% |
| Freeport-mcmoran, Inc. | 50,362 | US$3.17M | 1.1% |
| Berkshire Hathaway Inc. | 4,287 | US$2.15M | 0.76% |
| Johnson & Johnson | 7,350 | US$1.87M | 0.66% |
| Amazon.com, Inc. | 7,396 | US$1.76M | 0.62% |
| Nvidia Corporation | 8,282 | US$1.66M | 0.59% |
| Blackstone Inc. | 13,660 | US$1.61M | 0.57% |
| United States Lime & Minerals, Inc. | 14,614 | US$1.53M | 0.54% |
| Philip Morris International Inc | 8,174 | US$1.48M | 0.52% |
| Bank Of America Corporation | 22,903 | US$1.31M | 0.46% |
| Eli Lilly And Company | 1,044 | US$1.25M | 0.44% |
| Csx Corporation | 25,024 | US$1.19M | 0.42% |
| Procter & Gamble Company (the) | 7,812 | US$1.15M | 0.40% |
| Capital One Financial Corporation | 5,411 | US$1.09M | 0.38% |
| Lockheed Martin Corporation | 2,117 | US$1.08M | 0.38% |
| Chevron Corporation | 5,801 | US$962K | 0.34% |
| Lam Research Corporation | 1,886 | US$817K | 0.29% |
| Pepsico, Inc. | 5,596 | US$758K | 0.27% |
| Dominion Energy, Inc. | 10,673 | US$729K | 0.26% |
| Dell Technologies Inc. | 1,623 | US$700K | 0.25% |
| Waste Management, Inc. | 3,044 | US$679K | 0.24% |
| Home Depot, Inc. (the) | 1,896 | US$669K | 0.24% |
| Southern Company (the) | 6,847 | US$655K | 0.23% |
| Norfolk Southern Corporation | 1,962 | US$617K | 0.22% |
| Advanced Micro Devices Inc | 1,050 | US$610K | 0.22% |
| Abbvie Inc. | 2,371 | US$597K | 0.21% |
| Broadcom Inc. | 1,571 | US$593K | 0.21% |
| Oracle Corporation | 3,824 | US$560K | 0.20% |
| Meta Platforms, Inc. | 961 | US$541K | 0.19% |
| Nextera Energy, Inc. | 5,630 | US$494K | 0.17% |
| Parker-hannifin Corporation | 464 | US$454K | 0.16% |
| Micron Technology, Inc. | 368 | US$424K | 0.15% |
| Lowe's Companies, Inc. | 1,793 | US$395K | 0.14% |
| Idexx Laboratories, Inc. | 705 | US$371K | 0.13% |
| Tesla, Inc. | 747 | US$314K | 0.11% |
| Cisco Systems, Inc. | 2,629 | US$309K | 0.11% |
| Goldman Sachs Group, Inc. (the) | 287 | US$290K | 0.10% |
| Abbott Laboratories | 3,051 | US$277K | 0.10% |
| Unitedhealth Group Incorporated | 622 | US$259K | 0.09% |
| Chicago Atlantic Bdc, Inc. | 25,322 | US$247K | 0.09% |
| Dover Corporation | 1,077 | US$242K | 0.09% |
| Merck & Company, Inc. | 1,740 | US$224K | 0.08% |
| M&t Bank Corporation | 930 | US$221K | 0.08% |
| American Express Company | 646 | US$219K | 0.08% |
| Elevance Health, Inc. | 559 | US$216K | 0.08% |
| Bristol-myers Squibb Company | 3,730 | US$215K | 0.08% |
| Caterpillar, Inc. | 192 | US$204K | 0.07% |
| Walmart Inc. | 1,777 | US$201K | 0.07% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Charles Schwab Corporation (the) | 0 | US$0 | 0.00% |
| Tjx Companies, Inc. (the) | 0 | US$0 | 0.00% |
Source
View original at SEC
Related