1y return+15.2%S&P 500 +20.9%
3y return+40.4%S&P 500 +68.5%
5y return+30.8%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $181 against $280 in the S&P 500.2
Seneca House AdvisorsS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| RSPInvesco Exchange Traded Fd T | $28.9M | 10.2% | +27.7% |
| GOOGLAlphabet Inc | $18.0M | 6.4% | −7.3% |
| MKLMarkel Group Inc | $16.1M | 5.7% | +2.3% |
| IBDZIshares Tr | $14.3M | 5.0% | +10.1% |
| JAAAJanus Detroit Str Tr | $12.4M | 4.4% | +406.0% |
| QQQInvesco Qqq Tr | $12.1M | 4.3% | −2.7% |
| MSFTMicrosoft Corp | $9.7M | 3.4% | −15.6% |
| STWDStarwood Ppty Tr Inc | $9.5M | 3.3% | −7.2% |
| WPCWp Carey Inc | $8.6M | 3.1% | |
| JPMJpmorgan Chase & Co | $8.0M | 2.8% | −1.9% |
| CRWDCrowdstrike Hldgs Inc | $7.1M | 2.5% | −32.1% |
| VMCVulcan Matls Co | $6.5M | 2.3% | −6.5% |
| EMEEmcor Group Inc | $6.5M | 2.3% | +19.4% |
| VYMVanguard Whitehall Fds | $6.3M | 2.2% | +5.9% |
| MOAltria Group Inc | $6.2M | 2.2% | −3.8% |
| AAPLApple Inc | $6.1M | 2.2% | +4.2% |
| FCFSFirstcash Holdings Inc | $5.6M | 2.0% | +36.6% |
| VVisa Inc | $5.5M | 1.9% | +25.7% |
| MARMarriott Intl Inc New | $4.9M | 1.7% | −10.2% |
| ANETArista Networks Inc | $4.6M | 1.6% | New |
| MTBASimplify Exchange Traded Fun | $4.1M | 1.4% | −29.7% |
| Oneok Inc NewCUSIP 682680103 | $3.9M | 1.4% | −17.7% |
| CHRDChord Energy Corporation | $3.7M | 1.3% | −12.1% |
| KRKroger Co | $3.6M | 1.3% | +14.3% |
| IVEIshares Tr | $3.4M | 1.2% | −2.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $18.0M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $2.0M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $8.0M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $6.1M |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $12.1M |
| BRK/ABerkshire Hathaway Inc Del | June 30, 2020 | +180.2% | $1.5M |
| CRWDCrowdstrike Hldgs Inc | September 30, 2024 | +172.1% | $7.1M |
| PMPhilip Morris Intl Inc | June 30, 2020 | +158.2% | $1.5M |
| BACBank Of Amer Corp | June 30, 2020 | +139.9% | $1.3M |
| Oneok Inc NewCUSIP 682680103 | December 31, 2020 | +126.5% | $3.9M |
Sold off last quarter
- TJXTjx Cos Inc New was $4.3M
- JSIJanus Detroit Str Tr was $4.2M
- SCHWSchwab Charles Corp was $2.8M
- Exxon Mobil CorpCUSIP 30231G102 was $591K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.8% | +14.8% |
| March 31, 2026 | −2.9% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +7.3% | +7.8% |
| June 30, 2025 | +5.5% | +10.5% |
| March 31, 2025 | −2.9% | −4.6% |
| December 31, 2024 | +0.4% | +2.1% |
| September 30, 2024 | +5.9% | +5.4% |
| June 30, 2024 | −0.3% | +4.0% |
| March 31, 2024 | +6.0% | +10.0% |
| December 31, 2023 | +10.8% | +11.2% |
| September 30, 2023 | −4.5% | −3.6% |
| June 30, 2023 | +4.3% | +8.3% |
| March 31, 2023 | +2.7% | +7.0% |
| December 31, 2022 | +7.0% | +7.1% |
| September 30, 2022 | −6.2% | −5.3% |
| June 30, 2022 | −16.0% | −16.5% |
| March 31, 2022 | −6.1% | −4.9% |
| December 31, 2021 | +9.0% | +10.7% |
| September 30, 2021 | +0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Seneca House Advisors Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1731359&type=13F-HR&dateb=&owner=include&count=40CIK 1731359
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1731359/000173135926000003/Filed July 31, 2026 · accession 0001731359-26-000003