Seneca House Advisors: 13F holdings
CIK 17313592026Q2
| Positions | 103 |
|---|
| Reported value | $282.9m |
|---|
| Filed | 2026-07-31 |
|---|
Change since last quarter
| Positions | 103 (+7 vs prior quarter) |
|---|
| Reported value | $282.9m (+12.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| RSP INVESCO EXCHANGE TRADED FD T | 136,001 | $28.9m | 10.2% |
| GOOGL ALPHABET INC | 50,466 | $18.0m | 6.4% |
| MKL MARKEL GROUP INC | 8,236 | $16.1m | 5.7% |
| IBDZ ISHARES TR | 547,030 | $14.3m | 5.0% |
| JAAA JANUS DETROIT STR TR | 246,156 | $12.4m | 4.4% |
| QQQ INVESCO QQQ TR | 16,404 | $12.1m | 4.3% |
| MSFT MICROSOFT CORP | 26,083 | $9.7m | 3.4% |
| STWD STARWOOD PPTY TR INC | 577,201 | $9.5m | 3.3% |
| WPC WP CAREY INC | 120,725 | $8.6m | 3.1% |
| JPM JPMORGAN CHASE & CO | 24,432 | $8.0m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1731359")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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