Seneca House Advisors
Seneca House Advisors reported 103 stocks worth $283M in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are RSP (10.2%), GOOGL (6.4%) and MKL (5.7%). Compared with Q1 2026, the fund opened new positions in ANET, USLM and MU, added to RSP, MKL and IBDZ, trimmed GOOGL, QQQ and MSFT and sold out of TJX, JSI and SCHW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  RSP Invesco Exchange Traded FD T | $28.9M | 10.2% | 136K | +30K (+28%) | 8 of 8 | |
| 2 |  GOOGL Alphabet Inc | $18M | 6.4% | 50K | −3,983 (−7%) | 8 of 8 | |
| 3 |  MKL Markel Group Inc | $16.1M | 5.7% | 8,236 | +182 (+2%) | 8 of 8 | |
| 4 |  IBDZ Ishares TR | $14.3M | 5.0% | 547K | +50K (+10%) | 8 of 8 | |
| 5 |  JAAA Janus Detroit Str TR | $12.4M | 4.4% | 246K | +198K (+406%) | 7 of 8 | |
| 6 |  QQQ Invesco Qqq TR | $12.1M | 4.3% | 16K | −448 (−3%) | 8 of 8 | |
| 7 |  MSFT Microsoft Corp | $9.7M | 3.4% | 26K | −4,822 (−16%) | 8 of 8 | |
| 8 |  STWD Starwood Ppty TR Inc | $9.5M | 3.3% | 577K | −45K (−7%) | 8 of 8 | |
| 9 |  WPC WP Carey Inc | $8.6M | 3.0% | 121K | +495 (+0%) | 8 of 8 | |
| 10 |  JPM Jpmorgan Chase & Co. | $8M | 2.8% | 24K | −461 (−2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 31, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Seneca House Advisors 13F FAQ
What does Seneca House Advisors own?
Seneca House Advisors reported 103 stocks worth $283M in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are RSP (10.2%), GOOGL (6.4%) and MKL (5.7%). The table above lists every position in the filing (the top 10 without an account).
What did Seneca House Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 11 new positions, 42 added to, 40 trimmed and 4 sold out. New positions include ANET, USLM and MU. It sold all of TJX, JSI and SCHW.
When will Seneca House Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Seneca House Advisors's portfolio worth?
The Q2 2026 filing reports $283M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.