Holdings
Seneca House Advisors
As of Jun 30, 2026, Seneca House Advisors reported 67 positions worth US$180M. Largest: Alphabet Inc (google) Class C, Markel Group Inc. and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 55,935 | US$20M | −4,031 | Jun 30, 2026 |
| Markel Group Inc. | 8,236 | US$16.1M | +182 | Jun 30, 2026 |
| Microsoft Corp. | 26,083 | US$9.73M | −4,822 | Jun 30, 2026 |
| Starwood Property Trust Inc. | 577K | US$9.45M | −44,527 | Jun 30, 2026 |
| W. P. Carey Inc. Reit | 121K | US$8.63M | +495 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 24,432 | US$8M | −461 | Jun 30, 2026 |
| Crowdstrike Holdings, Inc. | 9,327 | US$7.12M | −4,412 | Jun 30, 2026 |
| Vulcan Materials Company (holding Company) | 22,104 | US$6.52M | −1,543 | Jun 30, 2026 |
| Emcor Group, Inc. | 7,804 | US$6.48M | +1,269 | Jun 30, 2026 |
| Altria Group, Inc. | 86,397 | US$6.22M | −3,438 | Jun 30, 2026 |