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Portfolio (Quarterly) Guide ↗

Seneca House Advisors

· CIK 0001731359
13F Portfolio $283M AUM 103 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 36 Added 37 Reduced 4 Exited
Page 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBDS ISHARES TR 28,686.0 $695K 0.25% +2K +5.7% $24.22 -0.4%
22 SO SOUTHERN CO Utilities 6,847.0 $655K 0.23% +47.0 +0.7% $95.71 -7.9%
23 BERKSHIRE HATHAWAY INC DEL 1,294.0 $648K 0.23% +61.0 +5.0% $500.39
24 AMD ADVANCED MICRO DEVICES INC Technology 1,050.0 $610K 0.22% +65.0 +6.6% $580.91 -17.8%
25 ABBV ABBVIE INC Healthcare 2,371.0 $597K 0.21% +104.0 +4.6% $251.64 +1.9%
26 AVGO BROADCOM INC Technology 1,571.0 $593K 0.21% +238.0 +17.9% $377.73 -5.3%
27 META META PLATFORMS INC Communication Services 961.0 $541K 0.19% +104.0 +12.1% $563.13 +9.5%
28 PH PARKER-HANNIFIN CORP Industrials 464.0 $454K 0.16% +4.0 +0.9% $978.75 -1.7%
29 SCHA SCHWAB STRATEGIC TR 10,268.0 $371K 0.13% +767.0 +8.1% $36.13 -4.4%
30 TSLA TESLA INC Consumer Cyclical 747.0 $314K 0.11% +106.0 +16.5% $420.60 -15.8%
31 VUG VANGUARD INDEX FDS 3,647.0 $314K 0.11% +3K +489.2% $86.15 +2.7%
32 ABT ABBOTT LABORATORIES Healthcare 3,051.0 $277K 0.10% +462.0 +17.8% $90.73 +19.4%
33 SDY SPDR SERIES TRUST 1,668.0 $254K 0.09% +11.0 +0.7% $152.16 +2.4%
34 CHICAGO ATLANTIC BDC INC 25,322.0 $247K 0.09% +434.0 +1.7% $9.77
35 MRK MERCK & CO INC Healthcare 1,740.0 $224K 0.08% +76.0 +4.6% $128.48 +17.0%
36 WMT WALMART INC Consumer Defensive 1,777.0 $201K 0.07% +140.0 +8.6% $113.24 -5.4%
Page 2 of 2  ·  36 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 28.6%
Technology 17.9%
Communication Services 10.0%
Real Estate 9.8%
Consumer Defensive 7.2%
Consumer Cyclical 6.1%
Basic Materials 6.1%
Industrials 5.9%
Energy 4.6%
Healthcare 2.8%