Latest Seven Post Investment Office LP Stock Portfolio

$309Million– No. of Holdings #36

Seven Post Investment Office LP Performance:

2026 Q1: -0.29%YTD: -0.29%2025: 7.75%

Performance for 2026 Q1 is -0.29%, and YTD is -0.29%, and 2025 is 7.75%.

About Seven Post Investment Office LP and 13F Hedge Fund Stock Holdings

Seven Post Investment Office LP is a hedge fund based in San Francisco, CA. On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Seven Post Investment Office LP reported an equity portfolio of $309.5 Millions as of 31 Mar, 2026.

The top stock holdings of Seven Post Investment Office LP are VB, SPY, EQR. The fund has invested 24.4% of it's portfolio in VANGUARD INDEX FDS and 14.7% of portfolio in STATE STR SPDR S&P 500 ETF T.

The fund managers got completely rid off BROADCOM INC (AVGO) and VANGUARD INDEX FDS (VB) stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), VANGUARD TAX-MANAGED FDS (VEA) and STATE STR SPDR S&P 500 ETF T (SPY). Seven Post Investment Office LP opened new stock positions in BERKSHIRE HATHAWAY INC DEL. The fund showed a lot of confidence in some stocks as they added substantially to BERKSHIRE HATHAWAY INC DEL, EQUITY RESIDENTIAL (EQR) and ETFS GOLD TR (SGOL).

Seven Post Investment Office LP Equity Portfolio Value

Last Reported on: 14 May, 2026

Seven Post Investment Office LP Annual Return Estimates Vs S&P 500

Our best estimate is that Seven Post Investment Office LP made a return of -0.29% in the last quarter. In trailing 12 months, it's portfolio return was 6.74%.

Performance
S&P 500

New Buys

Ticker	$ Bought
berkshire hathaway inc del	15,080,900

New stocks bought by Seven Post Investment Office LP

Additions

Ticker	% Inc.
berkshire hathaway inc del	260
equity residential	82.97
etfs gold tr	29.74
world gold tr	2.01
public storage oper co	1.11
vanguard index fds	1.06
equity lifestyle properties	0.87
enterprise prods partners l	0.82

Additions to existing portfolio by Seven Post Investment Office LP

Reductions

Ticker	% Reduced
vanguard scottsdale fds	-16.00
vanguard tax-managed fds	-13.33
state str spdr s&p 500 etf t	-7.71
nvidia corporation	-7.33
vanguard intl equity index f	-5.17
vanguard index fds	-1.26
vanguard intl equity index f	-0.56
ishares inc	-0.2

Seven Post Investment Office LP reduced stake in above stock

Sold off

Ticker	$ Sold
broadcom inc	-1,089,180
vanguard index fds	-220,750

Seven Post Investment Office LP got rid off the above stocks

Sector Distribution

Seven Post Investment Office LP has about 67.1% of it's holdings in Others sector.

Others
Real Estate
Energy

Sector	%
Others	67.1
Real Estate	26.5
Energy	5.2

Market Cap. Distribution

Seven Post Investment Office LP has about 30.7% of it's portfolio invested in the large-cap and mega-cap stocks.

UNALLOCATED
LARGE-CAP
MID-CAP
MEGA-CAP

Category	%
UNALLOCATED	67.1
LARGE-CAP	29.5
MID-CAP	2.1
MEGA-CAP	1.2

Stocks belong to which Index?

About 23% of the stocks held by Seven Post Investment Office LP either belong to S&P 500 or RUSSELL 2000 index.

Others
S&P 500

Index	%
Others	76.8
S&P 500	23

Top 5 Winners (%)		%
WMB	williams cos inc	21.1 %
EPD	enterprise prods partners l	17.9 %
PEB	pebblebrook hotel tr	11.6 %
GLDM	world gold tr	8.5 %
SGOL	etfs gold tr	7.6 %

Top 5 Winners ($)		$
EPD	enterprise prods partners l	1.8 M
WMB	williams cos inc	0.8 M
PLD	prologis inc.	0.7 M
GLDM	world gold tr	0.5 M
SLV	ishares silver tr	0.4 M

Top 5 Losers (%)		%
MSFT	microsoft corp	-23.5 %
COLD	americold realty trust inc	-10.9 %
AMZN	amazon com inc	-9.8 %
GOOG	alphabet inc	-8.6 %
GOOG	alphabet inc	-8.1 %

Top 5 Losers ($)		$
SPY	state str spdr s&p 500 etf t	-2.3 M
EQR	equity residential	-1.8 M
COLD	americold realty trust inc	-0.8 M
VB	vanguard index fds	-0.7 M
	berkshire hathaway inc del	-0.2 M

Seven Post Investment Office LP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Seven Post Investment Office LP

Seven Post Investment Office LP has 36 stocks in it's portfolio. About 81.4% of the portfolio is in top 10 stocks. SPY proved to be the most loss making stock for the portfolio. EPD was the most profitable stock for Seven Post Investment Office LP last quarter.

Last Reported on: 14 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.41	4,951	1,256,510	unchanged	0.00

AAXJ	ishares tr	0.11	2,494	345,095	added	0.24

AGT	ishares tr	0.12	2,532	358,075	unchanged	0.00

AMZN	amazon com inc	0.08	1,200	249,924	unchanged	0.00

AVGO	broadcom inc	0.00	0.00	0.00	sold off	-100

BNDW	vanguard scottsdale fds	0.24	7,825	733,515	unchanged	0.00

BNDW	vanguard scottsdale fds	0.20	7,774	616,271	reduced	-16.00

COLD	americold realty trust inc	2.06	555,865	6,370,210	unchanged	0.00

ELS	equity lifestyle properties	3.96	196,584	12,270,800	added	0.87

EMGF	ishares inc	0.16	7,324	510,849	reduced	-0.2

EPD	enterprise prods partners l	3.72	304,608	11,526,400	added	0.82

EQR	equity residential	11.33	593,090	35,081,300	added	82.97

GLDM	world gold tr	2.11	70,501	6,534,740	added	2.01

GOOG	alphabet inc	0.33	3,540	1,017,960	unchanged	0.00

GOOG	alphabet inc	0.07	720	206,539	unchanged	0.00

IBCE	ishares tr	0.60	20,507	1,856,500	unchanged	0.00

IJR	ishares tr	0.35	11,268	1,094,460	unchanged	0.00

IJR	ishares tr	0.25	6,298	782,904	unchanged	0.00

IJR	ishares tr	0.23	1,100	718,531	unchanged	0.00

MSFT	microsoft corp	0.15	1,275	471,967	unchanged	0.00