Seneca House Advisors holds a focused book of 103 stocks worth $282.9M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Arista Networks Inc and trimmed Alphabet Inc-CL A. Their largest long position is Invesco S&P 500 Equal Weight at 10% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
64% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Seneca House Advisors
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $567.2B |
| JPMORGAN CHASE & CO | 80 / 80 | $525.7B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $356.3B |
| ROYAL BANK OF CANADA | 80 / 80 | $162.3B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $156.8B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $83.7B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $82.9B |
| LPL Financial LLC | 80 / 80 | $79.0B |
Ranked by how many of Seneca House Advisors's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded FD T S&P500 EQL WGT | $28.9M | 136.0K | 10.2% | ▲+28% Added · +30K sh | |
| 2 | Alphabet Inc CAP STK CL A | $18.0M | 50.5K | 6.4% | ▼−7.3% Reduced · −4K sh | |
| 3 | Markel Group Inc COM | $16.1M | 8.2K | 5.7% | ▲+2.3% Added · +182 sh | |
| 4 | Ishares TR IBONDS DEC 2034 | $14.3M | 547.0K | 5.0% | ▲+10% Added · +50K sh | |
| 5 | Janus Detroit STR TR HENDRSON AAA CL | $12.4M | 246.2K | 4.4% | ▲+406% Added · +198K sh | |
| 6 | Invesco QQQ TR UNIT SER 1 | $12.1M | 16.4K | 4.3% | ▼−2.6% Reduced · −448 sh | |
| 7 | Microsoft Corp COM | $9.7M | 26.1K | 3.4% | ▼−16% Reduced · −5K sh | |
| 8 | Starwood Ppty TR Inc COM | $9.5M | 577.2K | 3.3% | ▼−7.2% Reduced · −45K sh | |
| 9 | WP Carey Inc COM | $8.6M | 120.7K | 3.1% | ▲+0.4% Added · +495 sh | |
| 10 | JPMorgan Chase & Co COM | $8.0M | 24.4K | 2.8% | ▼−1.9% Reduced · −461 sh | |
| 11 | Crowdstrike Hldgs Inc CL A | $7.1M | 9.3K | 2.5% | ▼−32% Reduced · −4K sh | |
| 12 | Vulcan Matls Co COM | $6.5M | 22.1K | 2.3% | ▼−6.5% Reduced · −2K sh | |
| 13 | Emcor Group Inc COM | $6.5M | 7.8K | 2.3% | ▲+19% Added · +1K sh | |
| 14 | Vanguard Whitehall FDS HIGH DIV YLD | $6.3M | 39.7K | 2.2% | ▲+5.9% Added · +2K sh | |
| 15 | Altria Group Inc COM | $6.2M | 86.4K | 2.2% | ▼−3.8% Reduced · −3K sh | |
| 16 | Apple Inc COM | $6.1M | 21.2K | 2.2% | ▲+4.2% Added · +858 sh | |
| 17 | Firstcash Holdings Inc COM | $5.6M | 25.8K | 2.0% | ▲+37% Added · +7K sh | |
| 18 | Visa Inc COM CL A | $5.5M | 16.0K | 1.9% | ▲+26% Added · +3K sh | |
| 19 | Marriott Intl Inc New CL A | $4.9M | 13.2K | 1.7% | ▼−10% Reduced · −2K sh | |
| 20 | Arista Networks Inc COM SHS | $4.6M | 27.2K | 1.6% | ▲New New position | |
| 21 | Simplify Exchange Traded Fun MBS ETF | $4.1M | 83.5K | 1.4% | ▼−30% Reduced · −35K sh | |
| 22 | Oneok Inc New COM | $3.9M | 44.6K | 1.4% | ▼−18% Reduced · −10K sh | |
| 23 | Chord Energy Corporation COM NEW | $3.7M | 32.0K | 1.3% | ▼−12% Reduced · −4K sh | |
| 24 | Kroger Co COM | $3.6M | 64.0K | 1.3% | ▲+14% Added · +8K sh | |
| 25 | Ishares TR S&P 500 VAL ETF | $3.4M | 14.8K | 1.2% | ▼−2.8% Reduced · −425 sh | |
| 26 | Pinnacle Finl Partners Inc COM | $3.3M | 32.8K | 1.2% | ▲+32% Added · +8K sh | |
| 27 | Mercadolibre Inc COM | $3.2M | 1.9K | 1.1% | ▲+8.3% Added · +147 sh | |
| 28 | Freeport McMoran Inc CL B | $3.2M | 50.4K | 1.1% | ▲+180% Added · +32K sh | |
| 29 | Ishares TR IBONDS DEC 2032 | $2.9M | 113.2K | 1.0% | ▼−4.9% Reduced · −6K sh | |
| 30 | Ishares TR IBONDS DEC 2033 | $2.3M | 88.1K | 0.8% | ▼−7.1% Reduced · −7K sh | |
| 31 | Alphabet Inc CAP STK CL C | $2.0M | 5.5K | 0.7% | ▲~0% Added · +1 sh | |
| 32 | Johnson & Johnson COM | $1.9M | 7.3K | 0.7% | ▲+0.3% Added · +26 sh | |
| 33 | Amazon Com Inc COM | $1.8M | 7.4K | 0.6% | ▲+3.5% Added · +253 sh | |
| 34 | Schwab Strategic TR US LRG CAP ETF | $1.7M | 57.5K | 0.6% | ▼−11% Reduced · −7K sh | |
| 35 | Nvidia Corporation COM | $1.7M | 8.3K | 0.6% | ▲+39% Added · +2K sh | |
| 36 | Blackstone Inc COM | $1.6M | 13.7K | 0.6% | ▼−15% Reduced · −2K sh | |
| 37 | United STS Lime & Minerals I COM | $1.5M | 14.6K | 0.5% | ▲New New position | |
| 38 | Berkshire Hathaway Inc Del CL A | $1.5M | 2 | 0.5% | —Held | |
| 39 | Philip Morris Intl Inc COM | $1.5M | 8.2K | 0.5% | ▲+0.2% Added · +20 sh | |
| 40 | Bank Of Amer Corp COM | $1.3M | 22.9K | 0.5% | ▼−1.8% Reduced · −427 sh | |
| 41 | Ishares TR S&P 500 GRWT ETF | $1.3M | 9.3K | 0.5% | ▼−0.1% Reduced · −10 sh | |
| 42 | Eli Lilly & Co COM | $1.3M | 1.0K | 0.4% | ▲+4.4% Added · +44 sh | |
| 43 | Ishares TR IBONDS DEC2026 | $1.2M | 51.0K | 0.4% | ▲+49% Added · +17K sh | |
| 44 | Ishares TR RUSSELL 2000 ETF | $1.2M | 4.1K | 0.4% | ▼−1.0% Reduced · −41 sh | |
| 45 | CSX Corp COM | $1.2M | 25.0K | 0.4% | ▲+0.3% Added · +87 sh | |
| 46 | Procter & Gamble Co COM | $1.1M | 7.8K | 0.4% | ▼−8.0% Reduced · −675 sh | |
| 47 | Capital One Finl Corp COM | $1.1M | 5.4K | 0.4% | ▼−2.4% Reduced · −133 sh | |
| 48 | Lockheed Martin Corp COM | $1.1M | 2.1K | 0.4% | ▲+0.2% Added · +4 sh | |
| 49 | State STR SPDR S&P 500 ETF T TR UNIT | $1.0M | 1.4K | 0.4% | —Held | |
| 50 | Invesco Exchange Traded FD T S&P 500 TOP 50 | $1000K | 16.3K | 0.4% | ▼−1.7% Reduced · −281 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1731359/holdings"
Use Arkolith to show Seneca House Advisors's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 103 | $282.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 96 | $251.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 102 | $267.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 10, 2025 | 90 | $247.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 83 | $235.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 87 | $234.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 92 | $252.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 4, 2024 | 88 | $237.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.