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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 5 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHG SCHWAB STRATEGIC TR 9,502.0 $277K 0.11% -408.0 -4.1% $29.13 +20.1%
82 SCHA SCHWAB STRATEGIC TR 9,501.0 $276K 0.11% -691.0 -6.8% $29.08 +17.5%
83 VUG VANGUARD INDEX FDS 619.0 $270K 0.11% -43.0 -6.5% $436.92 -79.6%
84 ABT ABBOTT LABORATORIES Healthcare 2,589.0 $266K 0.11% -21.0 -0.8% $102.67 -16.0%
85 DELL DELL TECHNOLOGIES INC Technology 1,610.0 $264K 0.10% NEW $164.12 +93.2%
86 TDIV FIRST TR EXCHANGE TRADED FD 2,735.0 $256K 0.10% -148.0 -5.1% $93.65 +26.9%
87 GS GOLDMAN SACHS GROUP INC Financial Services 287.0 $242K 0.10% -5.0 -1.7% $844.87 +19.4%
88 SDY SPDR SERIES TRUST 1,657.0 $242K 0.10% +10.0 +0.6% $145.96 +2.7%
89 TSLA TESLA INC Consumer Cyclical 641.0 $238K 0.10% +79.0 +14.1% $371.75 +18.9%
90 IYW ISHARES TR 1,308.0 $237K 0.09% $181.43 +37.5%
91 CHICAGO ATLANTIC BDC INC 24,888.0 $232K 0.09% $9.34
92 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,729.0 $226K 0.09% -227.0 -5.7% $60.64 -6.2%
93 DOV DOVER CORP Industrials 1,077.0 $225K 0.09% -47.0 -4.2% $208.49 +1.9%
94 WMT WALMART INC Consumer Defensive 1,637.0 $203K 0.08% NEW $124.25 -4.6%
95 AMD ADVANCED MICRO DEVICES INC Technology 985.0 $200K 0.08% NEW $203.43 +154.7%
96 MRK MERCK & CO INC Healthcare 1,664.0 $200K 0.08% -457.0 -21.6% $120.32 -0.4%
Page 5 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%