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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 5 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPLV INVESCO EXCH TRADED FD TR II 4,776.0 $358K 0.13% -281.0 -5.6% $74.90 -0.2%
82 IYW ISHARES TR 1,308.0 $330K 0.12% $252.25 +0.4%
83 TDIV FIRST TR EXCHANGE TRADED FD 2,737.0 $314K 0.11% $114.88 +1.0%
84 TSLA TESLA INC Consumer Cyclical 747.0 $314K 0.11% +106.0 +16.5% $420.60 -15.8%
85 VUG VANGUARD INDEX FDS 3,647.0 $314K 0.11% +3K +489.2% $86.15 +2.7%
86 CSCO CISCO SYS INC Technology 2,629.0 $309K 0.11% NEW $117.48 -7.0%
87 GS GOLDMAN SACHS GROUP INC Financial Services 287.0 $290K 0.10% $1010.04 +2.8%
88 ABT ABBOTT LABORATORIES Healthcare 3,051.0 $277K 0.10% +462.0 +17.8% $90.73 +19.4%
89 UNH UNITEDHEALTH GROUP INC Healthcare 622.0 $259K 0.09% NEW $415.75 -4.5%
90 SDY SPDR SERIES TRUST 1,668.0 $254K 0.09% +11.0 +0.7% $152.16 +2.4%
91 SCHG SCHWAB STRATEGIC TR 7,391.0 $250K 0.09% -2K -22.2% $33.84 +5.0%
92 CHICAGO ATLANTIC BDC INC 25,322.0 $247K 0.09% +434.0 +1.7% $9.77
93 VOO VANGUARD INDEX FDS 357.0 $245K 0.09% -169.0 -32.1% $687.03 +3.1%
94 DOV DOVER CORP Industrials 1,077.0 $242K 0.09% $224.34 -14.0%
95 MRK MERCK & CO INC Healthcare 1,740.0 $224K 0.08% +76.0 +4.6% $128.48 +17.0%
96 MTB M & T BK CORP Financial Services 930.0 $221K 0.08% NEW $238.01 +0.8%
97 AXP AMERICAN EXPRESS CO Financial Services 646.0 $219K 0.08% NEW $338.31 -3.6%
98 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 559.0 $216K 0.08% NEW $387.08 +5.3%
99 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,730.0 $215K 0.08% $57.62 +16.0%
100 JEMA J P MORGAN EXCHANGE TRADED F 3,258.0 $208K 0.07% NEW $63.88 -0.2%
Page 5 of 6  ·  103 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%