SENECA HOUSE ADVISORS
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | STWD | 585K | $10.53M |
 | WPC | 123K | $7.95M |
 | MO | 109K | $6.29M |
 | GOOGL | 62K | $19.37M |
 | OKE | 58K | $4.23M |
 | KR | 53K | $3.33M |
 | SCHW | 47K | $4.66M |
 | BX | 43K | $6.63M |
 | CHRD | 33K | $3.07M |
 | JPM | 32K | $10.46M |
 | NEE | 32K | $2.57M |
 | MSFT | 30K | $14.32M |
 | VMC | 27K | $7.75M |
 | CSX | 25K | $923.49K |
 | BAC | 24K | $1.33M |
 | TJX | 24K | $3.63M |
 | AAPL | 20K | $5.43M |
 | MAR | 13K | $3.92M |
 | D | 12K | $717.17K |
 | PFGC | 12K | $1.09M |
Starwood Property Trust, Inc.
STWD
Shares Held
585K
Value
$10.53M
W. P. Carey Inc.
WPC
Shares Held
123K
Value
$7.95M
Altria Group, Inc.
MO
Shares Held
109K
Value
$6.29M
Alphabet Inc.
GOOGL
Shares Held
62K
Value
$19.37M
ONEOK, Inc.
OKE
Shares Held
58K
Value
$4.23M
The Kroger Co.
KR
Shares Held
53K
Value
$3.33M
The Charles Schwab Corporation
SCHW
Shares Held
47K
Value
$4.66M
Blackstone Inc.
BX
Shares Held
43K
Value
$6.63M
Chord Energy Corporation
CHRD
Shares Held
33K
Value
$3.07M
JPMorgan Chase & Co.
JPM
Shares Held
32K
Value
$10.46M
NextEra Energy, Inc.
NEE
Shares Held
32K
Value
$2.57M
Microsoft Corporation
MSFT
Shares Held
30K
Value
$14.32M
Vulcan Materials Company
VMC
Shares Held
27K
Value
$7.75M
CSX Corporation
CSX
Shares Held
25K
Value
$923.49K
Bank of America Corporation
BAC
Shares Held
24K
Value
$1.33M
The TJX Companies, Inc.
TJX
Shares Held
24K
Value
$3.63M
Apple Inc.
AAPL
Shares Held
20K
Value
$5.43M
Marriott International, Inc.
MAR
Shares Held
13K
Value
$3.92M
Dominion Energy, Inc.
D
Shares Held
12K
Value
$717.17K
Performance Food Group Company
PFGC
Shares Held
12K
Value
$1.09M