Institutional Fund
Seneca House Advisors
Richmond, VACIK 17313595 filings on record
Portfolio Value
$251.70M
Q1 2026
Holdings
96
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-5.8%
from $267.27M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Exchange Traded Fd T8.1%
- Alphabet Inc6.2%
- Markel Group Inc6.1%
- Ishares Tr5.1%
- Microsoft Corp4.5%
- Starwood Ppty Tr Inc4.3%
- Other65.6%
Portfolio Holdings
96 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded Fd T | 106.5K | $20.44M | 8.1% | −5.9K | Reduced |
| 2 | Alphabet Inc | 54.4K | $15.66M | 6.2% | −7.4K | Reduced |
| 3 | Markel Group Inc | 8.1K | $15.42M | 6.1% | +408 | Added |
| 4 | Ishares Tr | 496.8K | $12.95M | 5.1% | +211.5K | Added |
| 5 | Microsoft Corp | 30.9K | $11.44M | 4.5% | +1.3K | Added |
| 6 | Starwood Ppty Tr Inc | 621.7K | $10.71M | 4.3% | +36.9K | Added |
| 7 | Invesco Qqq Tr | 16.9K | $9.73M | 3.9% | −1.1K | Reduced |
| 8 | Wp Carey Inc | 120.2K | $8.17M | 3.2% | −3.3K | Reduced |
| 9 | Jpmorgan Chase & Co. | 24.9K | $7.32M | 2.9% | −7.6K | Reduced |
| 10 | Vulcan Matls Co | 23.6K | $6.44M | 2.6% | −3.5K | Reduced |
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