StockDriftsStockDriftsTop 50 Seneca House Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | 10.23% | 136.0K | $28.9M | +27.73%(+29.52K) | $175.05(+26.14%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 6.38% | 50.5K | $18.0M | -7.32%(-3.98K) | $112.62(+212.07%) | 2026-06-30 | |
| MKL | MARKEL GROUP INC | 5.69% | 8.2K | $16.1M | +2.26%(+182) | $1466.02(+25.81%) | 2026-06-30 | |
| IBDZ | ISHARES TR | 5.04% | 547.0K | $14.3M | +10.12%(+50.26K) | $26.27(-2.74%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 4.39% | 246.2K | $12.4M | +406.03%(+197.51K) | $50.61(-0.07%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 4.27% | 16.4K | $12.1M | -2.66%(-448) | $150.48(+379.01%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.44% | 26.1K | $9.7M | -15.60%(-4.82K) | $242.23(+107.56%) | 2026-06-30 | |
| STWD | STARWOOD PPTY TR INC | 3.34% | 577.2K | $9.5M | -7.16%(-44.53K) | $20.84(-20.24%) | 2026-06-30 | |
| WPC | WP CAREY INC | 3.05% | 120.7K | $8.6M | +0.41%(+495) | $69.05(+1.94%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.83% | 24.4K | $8.0M | -1.85%(-461) | $124.72(+189.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.66% | +35.52% | +4.60% | +25.23% |
| Top 20 Holdings Unweighted | +9.63% | +31.76% | +3.95% | +21.40% |
Seneca House Advisors reports $282.85M in US-listed equity holdings across 103 positions in its most recent 13F filing. Its largest disclosed positions are RSP (10.2%), GOOGL (6.4%) and MKL (5.7%). The top 20 holdings account for 69.65% of reported assets. Its disclosed equity book has returned +35.52% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Seneca House Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1731359). View Seneca House Advisors’s 13F filings on SEC