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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 4 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QQQM INVESCO EXCH TRADED FD TR II 2,862.0 $680K 0.27% -30.0 -1.0% $237.62 +24.1%
62 IBDS ISHARES TR 27,128.0 $657K 0.26% +17K +179.5% $24.24 -0.1%
63 SO SOUTHERN CO Utilities 6,800.0 $656K 0.26% +62.0 +0.9% $96.51 -0.6%
64 ORCL ORACLE CORP Technology 4,036.0 $594K 0.24% +38.0 +0.9% $147.11 +3.8%
65 BERKSHIRE HATHAWAY INC DEL 1,233.0 $591K 0.23% -81.0 -6.2% $479.20
66 XOM EXXON MOBIL CORP Energy 3,481.0 $591K 0.23% +187.0 +5.7% $169.64 -18.9%
67 SCHD SCHWAB STRATEGIC TR 18,758.0 $575K 0.23% $30.68 +4.2%
68 NSC NORFOLK SOUTHN CORP Industrials 1,975.0 $567K 0.23% +504.0 +34.3% $287.02 +8.7%
69 NEE NEXTERA ENERGY INC Utilities 5,943.0 $552K 0.22% -26K -81.5% $92.87 -5.6%
70 SCHB SCHWAB STRATEGIC TR 19,821.0 $498K 0.20% +212.0 +1.1% $25.10 +13.2%
71 ABBV ABBVIE INC Healthcare 2,267.0 $493K 0.20% +63.0 +2.9% $217.47 +11.8%
72 META META PLATFORMS INC Communication Services 857.0 $490K 0.20% +35.0 +4.3% $572.26 -5.1%
73 LOW LOWES COS INC Consumer Cyclical 1,900.0 $449K 0.18% -10.0 -0.5% $236.31 -6.1%
74 AVGO BROADCOM INC Technology 1,333.0 $412K 0.16% +88.0 +7.1% $309.44 +22.5%
75 PH PARKER-HANNIFIN CORP Industrials 460.0 $412K 0.16% +6.0 +1.3% $895.67 +10.5%
76 IDXX IDEXX LABS INC Healthcare 728.0 $409K 0.16% -35.0 -4.6% $561.89 -1.2%
77 LRCX LAM RESEARCH CORP Technology 1,855.0 $396K 0.16% +27.0 +1.5% $213.65 +88.1%
78 OEF ISHARES TR 1,224.0 $389K 0.15% $318.19 +12.4%
79 SPLV INVESCO EXCH TRADED FD TR II 5,057.0 $370K 0.15% -81.0 -1.6% $73.14 +2.4%
80 VOO VANGUARD INDEX FDS 526.0 $314K 0.12% -6.0 -1.1% $597.68 +13.1%
Page 4 of 5  ·  96 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%