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Portfolio (Quarterly) Guide ↗

Seneca House Advisors

· CIK 0001731359
13F Portfolio $252M AUM 96 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 38 Added 39 Reduced 12 Exited
Page 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CVX CHEVRON CORPORATION Energy 5,801.0 $1.2M 0.48% +85.0 +1.5% $206.91 -16.8%
22 NVDA NVIDIA CORPORATION Technology 5,953.0 $1.0M 0.41% +893.0 +17.6% $174.39 +12.2%
23 IWM ISHARES TR 4,124.0 $1.0M 0.41% +1K +37.7% $248.00 +20.5%
24 COF CAPITAL ONE FINL CORP Financial Services 5,544.0 $1.0M 0.40% +258.0 +4.9% $182.43 +12.3%
25 IBDR ISHARES TR 34,189.0 $829K 0.33% +20K +133.9% $24.24 -0.1%
26 IBDS ISHARES TR 27,128.0 $657K 0.26% +17K +179.5% $24.24 -0.1%
27 SO SOUTHERN CO Utilities 6,800.0 $656K 0.26% +62.0 +0.9% $96.51 -0.6%
28 ORCL ORACLE CORP Technology 4,036.0 $594K 0.24% +38.0 +0.9% $147.11 +3.8%
29 XOM EXXON MOBIL CORP Energy 3,481.0 $591K 0.23% +187.0 +5.7% $169.64 -18.9%
30 NSC NORFOLK SOUTHN CORP Industrials 1,975.0 $567K 0.23% +504.0 +34.3% $287.02 +8.7%
31 SCHB SCHWAB STRATEGIC TR 19,821.0 $498K 0.20% +212.0 +1.1% $25.10 +13.2%
32 ABBV ABBVIE INC Healthcare 2,267.0 $493K 0.20% +63.0 +2.9% $217.47 +11.8%
33 META META PLATFORMS INC Communication Services 857.0 $490K 0.20% +35.0 +4.3% $572.26 -5.1%
34 AVGO BROADCOM INC Technology 1,333.0 $412K 0.16% +88.0 +7.1% $309.44 +22.5%
35 PH PARKER-HANNIFIN CORP Industrials 460.0 $412K 0.16% +6.0 +1.3% $895.67 +10.5%
36 LRCX LAM RESEARCH CORP Technology 1,855.0 $396K 0.16% +27.0 +1.5% $213.65 +88.1%
37 SDY SPDR SERIES TRUST 1,657.0 $242K 0.10% +10.0 +0.6% $145.96 +4.2%
38 TSLA TESLA INC Consumer Cyclical 641.0 $238K 0.10% +79.0 +14.1% $371.75 +0.9%
Page 2 of 2  ·  38 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 27.7%
Technology 14.4%
Real Estate 10.9%
Communication Services 10.3%
Consumer Cyclical 8.7%
Consumer Defensive 8.0%
Energy 6.9%
Industrials 5.2%
Basic Materials 4.3%
Healthcare 2.5%