Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Seneca House Advisors

Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001731359-26-000001

Total Value
$267.3M
Positions
102
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (102)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO EXCHANGE TRADED FD TIVZ112,334$21.5M8.05%
2ALPHABET INCGOOG61,892$19.4M7.25%
3MARKEL GROUP INCMKL7,646$16.4M6.15%
4MICROSOFT CORPMSFT29,614$14.3M5.36%
5INVESCO QQQ TRIVZ17,908$11.0M4.12%
6STARWOOD PPTY TR INCSTHO584,842$10.5M3.94%
7JPMORGAN CHASE & CO.VYLD32,449$10.5M3.91%
8WP CAREY INC92936U109123,483$7.9M2.97%
9VULCAN MATLS CO92916010927,186$7.8M2.90%
10ISHARES TR46438G653285,269$7.5M2.81%
11ISHARES TR46436E312292,436$7.5M2.79%
12ISHARES TR46434V29098,374$7.4M2.76%
13BLACKSTONE INCBX43,005$6.6M2.48%
14ALTRIA GROUP INCMO109,113$6.3M2.35%
15APPLE INCAAPL19,967$5.4M2.03%
16VANGUARD WHITEHALL FDS92194640636,999$5.3M1.99%
17SIMPLIFY EXCHANGE TRADED FUN82889N525101,312$5.1M1.91%
18SCHWAB CHARLES CORPSCHW-PJ46,595$4.7M1.74%
19JANUS DETROIT STR TR47103U74685,556$4.5M1.67%
20CROWDSTRIKE HLDGS INCCRWD9,076$4.3M1.59%
21ONEOK INC NEWOKE57,593$4.2M1.58%
22MARRIOTT INTL INC NEW57190320212,640$3.9M1.47%
23EMCOR GROUP INCEME6,262$3.8M1.43%
24TJX COS INC NEW87254010923,645$3.6M1.36%
25KROGER COKR53,256$3.3M1.24%
26ISHARES TR46428740815,275$3.2M1.21%
27CHORD ENERGY CORPORATIONCHRD33,085$3.1M1.15%
28MERCADOLIBRE INCMELI1,383$2.8M1.04%
29ISHARES TR46436E13098,764$2.6M0.97%
30NEXTERA ENERGY INCNEE-PW32,030$2.6M0.96%
31JANUS DETROIT STR TR47103U84542,615$2.2M0.81%
32VISA INCV6,110$2.1M0.80%
33SCHWAB STRATEGIC TR80852420165,710$1.8M0.66%
34ALPHABET INCGOOG5,531$1.7M0.65%
35AMAZON COM INCAMZN6,964$1.6M0.60%
36PROCTER AND GAMBLE CO74271810910,679$1.5M0.57%
37JOHNSON & JOHNSONJNJ7,350$1.5M0.57%
38BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.56%
39ISHARES TR46436E20557,146$1.3M0.50%
40BANK AMERICA CORP06050510424,239$1.3M0.50%
41PHILIP MORRIS INTL INC7181721098,079$1.3M0.48%
42CAPITAL ONE FINL CORP14040H1055,286$1.3M0.48%
43ISHARES TR4642873099,343$1.2M0.43%
44ELI LILLY & COLLY1,021$1.1M0.41%
45PERFORMANCE FOOD GROUP COPFGC12,088$1.1M0.41%
46LOCKHEED MARTIN CORPLMT2,101$1.0M0.38%
47INVESCO EXCHANGE TRADED FD TIVZ16,592$983,5780.37%
48PEPSICO INCPEP6,768$971,3490.36%
49SPDR S&P 500 ETF TRSPY1,400$954,9740.36%
50NVIDIA CORPORATIONNVDA5,060$943,6200.35%
51CSX CORPCSX25,476$923,4890.35%
52HOME DEPOT INCHD2,586$889,6940.33%
53CHEVRON CORP NEWCVX5,716$871,1180.33%
54ISHARES TR46428750711,943$788,2130.29%
55ORACLE CORPORCL-PD3,998$779,2600.29%
56ISHARES TR4642876552,994$737,0030.28%
57INVESCO EXCH TRADED FD TR IIIVZ2,892$731,4450.27%
58ISHARES TR4642872001,055$722,6940.27%
59DOMINION ENERGY INCD12,241$717,1710.27%
60WASTE MGMT INC DEL94106L1093,069$674,1880.25%
61BERKSHIRE HATHAWAY INC DELBRK-A1,314$660,4820.25%
62THERMO FISHER SCIENTIFIC INCTMO1,091$632,2250.24%
63SOUTHERN COSOMN6,738$587,5650.22%
64META PLATFORMS INCMETA822$542,4330.20%
65IDEXX LABS INC45168D104763$516,1920.19%
66SCHWAB STRATEGIC TR80852410219,609$514,3370.19%
67SCHWAB STRATEGIC TR80852479718,745$514,1630.19%
68PIMCO ETF TR72201R8669,800$513,6180.19%
69ABBVIE INCABBV2,204$503,6190.19%
70J P MORGAN EXCHANGE TRADED F46641Q6549,250$471,1950.18%
71LOWES COS INC5486611071,910$460,5560.17%
72BROADCOM INCAVGO1,245$430,7290.16%
73NORFOLK SOUTHN CORP6558441081,471$424,6810.16%
74ISHARES TR4642871011,223$419,3460.16%
75PARKER-HANNIFIN CORPPH454$399,1830.15%
76EXXON MOBIL CORPXOM3,294$396,4370.15%
77J P MORGAN EXCHANGE TRADED F46641Q2667,791$381,7590.14%
78INVESCO EXCH TRADED FD TR IIIVZ5,138$366,9850.14%
79ISHARES TR46435GAA014,615$354,1210.13%
80VANGUARD INDEX FDS922908363532$333,7030.12%
81ABBOTT LABSABLZF2,610$326,9710.12%
82SCHWAB STRATEGIC TR8085243009,910$323,2570.12%
83VANGUARD INDEX FDS922908736662$323,0510.12%
84LAM RESEARCH CORPLRCX1,828$312,8540.12%
85SCHWAB STRATEGIC TR80852460710,192$290,2680.11%
86M & T BK CORP55261F1041,430$288,0320.11%
87FIRST TR EXCHANGE TRADED FD33738R1182,883$279,1930.10%
88ISHARES TR4642877211,308$261,2020.10%
89GOLDMAN SACHS GROUP INCGSCE292$256,3360.10%
90CHICAGO ATLANTIC BDC INCLIEN24,788$256,0600.10%
91TESLA INCTSLA562$252,7430.09%
92ISHARES TR46435UAA99,705$235,6370.09%
93ELEVANCE HEALTH INC FORMERLYELV662$232,2350.09%
94SPDR SERIES TRUST78464A7631,647$229,2330.09%
95MERCK & CO INCMRK2,121$223,2160.08%
96UNITEDHEALTH GROUP INCUNH673$222,1510.08%
97DOVER CORPDOV1,124$219,4810.08%
98BRISTOL-MYERS SQUIBB COCELG-RI3,956$213,3790.08%
99SELECT SECTOR SPDR TR81369Y2091,373$212,5520.08%
100CALAMOS ETF TR12811T5717,912$211,5670.08%
101AMERICAN EXPRESS COAXP552$204,3080.08%
102KINROSS GOLD CORPKGCRF7,250$204,1600.08%