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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 6 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CAT CATERPILLAR INC Industrials 192.0 $204K 0.07% NEW $1064.36 -23.5%
102 WMT WALMART INC Consumer Defensive 1,777.0 $201K 0.07% +140.0 +8.6% $113.24 -5.4%
103 VGT VANGUARD WORLD FD 1,680.0 $201K 0.07% NEW $119.52 +1.5%
Page 6 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%