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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  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LLY ELI LILLY & CO Healthcare 1,000.0 $920K 0.36% -21.0 -2.1% $919.65 +22.8%
22 HD HOME DEPOT INC Consumer Cyclical 2,195.0 $722K 0.29% -391.0 -15.1% $328.91 +4.9%
23 D DOMINION ENERGY INC Utilities 11,045.0 $683K 0.27% -1K -9.8% $61.82 +12.4%
24 QQQM INVESCO EXCH TRADED FD TR II 2,862.0 $680K 0.27% -30.0 -1.0% $237.62 +24.1%
25 BERKSHIRE HATHAWAY INC DEL 1,233.0 $591K 0.23% -81.0 -6.2% $479.20
26 NEE NEXTERA ENERGY INC Utilities 5,943.0 $552K 0.22% -26K -81.5% $92.87 -5.6%
27 LOW LOWES COS INC Consumer Cyclical 1,900.0 $449K 0.18% -10.0 -0.5% $236.31 -6.1%
28 IDXX IDEXX LABS INC Healthcare 728.0 $409K 0.16% -35.0 -4.6% $561.89 -1.2%
29 SPLV INVESCO EXCH TRADED FD TR II 5,057.0 $370K 0.15% -81.0 -1.6% $73.14 +2.4%
30 VOO VANGUARD INDEX FDS 526.0 $314K 0.12% -6.0 -1.1% $597.68 +13.1%
31 SCHG SCHWAB STRATEGIC TR 9,502.0 $277K 0.11% -408.0 -4.1% $29.13 +12.0%
32 SCHA SCHWAB STRATEGIC TR 9,501.0 $276K 0.11% -691.0 -6.8% $29.08 +22.6%
33 VUG VANGUARD INDEX FDS 619.0 $270K 0.11% -43.0 -6.5% $436.92 -81.0%
34 ABT ABBOTT LABORATORIES Healthcare 2,589.0 $266K 0.11% -21.0 -0.8% $102.67 -9.2%
35 TDIV FIRST TR EXCHANGE TRADED FD 2,735.0 $256K 0.10% -148.0 -5.1% $93.65 +21.5%
36 GS GOLDMAN SACHS GROUP INC Financial Services 287.0 $242K 0.10% -5.0 -1.7% $844.87 +26.1%
37 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,729.0 $226K 0.09% -227.0 -5.7% $60.64 -8.7%
38 DOV DOVER CORP Industrials 1,077.0 $225K 0.09% -47.0 -4.2% $208.49 +10.7%
39 MRK MERCK & CO INC Healthcare 1,664.0 $200K 0.08% -457.0 -21.6% $120.32 +4.3%
Page 2 of 2  ·  39 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%