Seneca House Advisors Q2 2023 vs. Q3 2023 13F Holdings Comparison

Seneca House Advisors, a prominent investment firm, recently released its Q2 2023 and Q3 2023 13F holdings report. The report highlights the changes in holdings of various funds managed by Seneca House Advisors. Let's take a closer look at some of the notable changes in holdings during this period.

Microsoft Corporation (MSFT) witnessed a minor decrease in holdings from 33,137 shares in Q2 2023 to 31,731 shares in Q3 2023. The value of these shares also experienced a slight decline from $11,284,000 to $10,465,000. Despite the reduction, MSFT remains a crucial part of Seneca House Advisors' portfolio, reflecting the overall stability and potential of this tech giant.

Another significant change was observed in the holdings of Alphabet Inc (GOOGL). In Q2 2023, Seneca House Advisors held 74,692 shares of GOOGL, which reduced to 62,410 shares in Q3 2023. The value of these shares also experienced a decline from $8,940,000 to $8,638,000. Although the decrease may raise some eyebrows, it's essential to note that Alphabet Inc remains a vital player in the technology industry and can still deliver substantial returns.

Vulcan Materials Co (VMC) witnessed a slight increase in holdings from 37,712 shares in Q2 2023 to 37,947 shares in Q3 2023. The value of these shares also experienced a minor decrease from $8,501,000 to $7,978,000. Vulcan Materials Co is a leading supplier of essential construction materials, and this increase in holdings signifies the confidence Seneca House Advisors has in the company's growth potential.

As for JP Morgan Chase & Co (JPM), Seneca House Advisors held 53,576 shares in Q2 2023, which decreased marginally to 52,767 shares in Q3 2023. The value of these shares also experienced a minor decline from $7,792,000 to $7,639,000. JP Morgan Chase & Co is a renowned financial institution, and despite the slight decrease in holdings, it remains a strong investment choice for Seneca House Advisors.

One of the most interesting changes in holdings was observed in WP Carey Inc (WPC). In Q2 2023, Seneca House Advisors held 121,779 shares of WPC, which reduced significantly to 119,130 shares in Q3 2023. The value of these shares experienced a significant decline from $8,227,000 to $6,388,000. WP Carey Inc, a real estate investment trust, faced a challenging period, resulting in the reduction of holdings by Seneca House Advisors.

It's crucial to remember that changes in holdings do not necessarily indicate a negative outlook for any particular company. Investment firms like Seneca House Advisors continuously evaluate their portfolio to optimize returns and manage risk.

Seneca House Advisors' 13F holdings report provides valuable insights into the investment decisions of this reputable firm. While some holdings experienced a decrease, others remained stable or showed signs of growth. It demonstrates the dynamic nature of the investment landscape and the importance of regular assessment and adjustments.

Disclaimer: The information presented in this article is based on public data released by Seneca House Advisors and does not constitute financial advice. Investors should conduct their research and seek professional guidance before making any investment decisions.

About Seneca House Advisors:

Seneca House Advisors is a renowned investment firm known for its expertise in managing portfolios and delivering superior returns. With a strong focus on research and analysis, Seneca House Advisors aims to identify high-potential investment opportunities across various sectors and markets.