Seneca House Advisors — 13F holdings

Seneca House Advisors reported 103 holdings worth $283M in its 13F filing for Q2 2026, filed July 31, 2026.

Largest positions

1. RSP INVESCO EXCHANGE TRADED FD T — $28.9M (10.2%)
2. GOOGL ALPHABET INC — $18.0M (6.4%)
3. MKL MARKEL GROUP INC — $16.1M (5.7%)
4. IBDZ ISHARES TR — $14.3M (5.0%)
5. JAAA JANUS DETROIT STR TR — $12.4M (4.4%)
6. QQQ Invesco Qqq Tr — $12.1M (4.3%)
7. MSFT MICROSOFT CORP — $9.73M (3.4%)
8. STWD STARWOOD PPTY TR INC — $9.45M (3.3%)
9. WPC WP CAREY INC — $8.63M (3.1%)
10. JPM JPMorgan Chase & Co. — $8.00M (2.8%)