SENECA HOUSE ADVISORS
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | STWD | 622K | $10.71M |
 | WPC | 120K | $8.17M |
 | MO | 90K | $5.93M |
 | KR | 56K | $4.05M |
 | GOOGL | 54K | $15.66M |
 | OKE | 54K | $4.90M |
 | CHRD | 36K | $5.17M |
 | MSFT | 31K | $11.44M |
 | SCHW | 30K | $2.82M |
 | TJX | 27K | $4.30M |
 | CSX | 25K | $1.02M |
 | JPM | 25K | $7.32M |
 | PNFP | 25K | $2.13M |
 | VMC | 24K | $6.44M |
 | BAC | 23K | $1.14M |
 | AAPL | 20K | $5.16M |
 | FCFS | 19K | $3.55M |
 | FCX | 18K | $1.06M |
 | BX | 16K | $1.85M |
 | MAR | 15K | $4.82M |
Starwood Property Trust, Inc.
STWD
Shares Held
622K
Value
$10.71M
W. P. Carey Inc.
WPC
Shares Held
120K
Value
$8.17M
Altria Group, Inc.
MO
Shares Held
90K
Value
$5.93M
The Kroger Co.
KR
Shares Held
56K
Value
$4.05M
Alphabet Inc.
GOOGL
Shares Held
54K
Value
$15.66M
ONEOK, Inc.
OKE
Shares Held
54K
Value
$4.90M
Chord Energy Corporation
CHRD
Shares Held
36K
Value
$5.17M
Microsoft Corporation
MSFT
Shares Held
31K
Value
$11.44M
The Charles Schwab Corporation
SCHW
Shares Held
30K
Value
$2.82M
The TJX Companies, Inc.
TJX
Shares Held
27K
Value
$4.30M
CSX Corporation
CSX
Shares Held
25K
Value
$1.02M
JPMorgan Chase & Co.
JPM
Shares Held
25K
Value
$7.32M
Pinnacle Financial Partners, Inc.
PNFP
Shares Held
25K
Value
$2.13M
Vulcan Materials Company
VMC
Shares Held
24K
Value
$6.44M
Bank of America Corporation
BAC
Shares Held
23K
Value
$1.14M
Apple Inc.
AAPL
Shares Held
20K
Value
$5.16M
FirstCash Holdings, Inc
FCFS
Shares Held
19K
Value
$3.55M
Freeport-McMoRan Inc.
FCX
Shares Held
18K
Value
$1.06M
Blackstone Inc.
BX
Shares Held
16K
Value
$1.85M
Marriott International, Inc.
MAR
Shares Held
15K
Value
$4.82M