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Portfolio (Quarterly) Guide ↗

Seneca House Advisors

· CIK 0001731359
13F Portfolio $267M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 102 New
Page 6 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AXP AMERICAN EXPRESS CO Financial Services 552.0 $204K 0.08% NEW $370.12 -7.5%
102 KGC KINROSS GOLD CORP Basic Materials 7,250.0 $204K 0.08% NEW $28.16 -14.6%
Page 6 of 6  ·  102 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 30.3%
Technology 14.4%
Communication Services 11.8%
Real Estate 10.1%
Consumer Defensive 7.9%
Consumer Cyclical 7.4%
Energy 4.7%
Basic Materials 4.3%
Industrials 4.1%
Healthcare 3.0%