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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	TJX	TJX COS INC NEW	Consumer Cyclical	26,956	$4.3M	1.71%	SOLD
2	JSI	JANUS DETROIT STR TR	—	82,166	$4.2M	1.68%	SOLD
3	SCHW	SCHWAB CHARLES CORP	Financial Services	29,965	$2.8M	1.12%	SOLD
4	XOM	EXXON MOBIL CORP	Energy	3,481	$591K	0.23%	SOLD

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%