StockDriftsStockDriftsTop 50 Seneca House Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | 8.12% | 106.5K | $20.4M | -5.21%(-5.86K) | $165.50(+22.61%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 6.22% | 54.4K | $15.7M | -12.03%(-7.44K) | $112.62(+257.50%) | 2026-03-31 | |
| MKL | MARKEL GROUP INC | 6.13% | 8.1K | $15.4M | +5.34%(+408) | $1455.77(+25.06%) | 2026-03-31 | |
| IBDZ | ISHARES TR | 5.14% | 496.8K | $12.9M | +74.14%(+211.50K) | $26.30(-1.15%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.55% | 30.9K | $11.4M | +4.36%(+1.29K) | $242.23(+67.28%) | 2026-03-31 | |
| STWD | STARWOOD PPTY TR INC | 4.25% | 621.7K | $10.7M | +6.31%(+36.89K) | $20.84(-17.91%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.86% | 16.9K | $9.7M | -5.90%(-1.06K) | $150.48(+374.94%) | 2026-03-31 | |
| WPC | WP CAREY INC | 3.25% | 120.2K | $8.2M | -2.63%(-3.25K) | $69.05(+7.10%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.91% | 24.9K | $7.3M | -23.29%(-7.56K) | $124.72(+140.74%) | 2026-03-31 | |
| VMC | VULCAN MATLS CO | 2.56% | 23.6K | $6.4M | -13.02%(-3.54K) | $175.44(+56.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.58% | +35.22% |
| Top 20 Holdings Unweighted | +10.17% | +33.73% |
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