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Latest Seven Post Investment Office LP Stock Portfolio

$327Million | No. of Holdings #42

Seven Post Investment Office LP Performance

2026 Q3-4.13%
YTD+3.85%
2025+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 2026-10-26, the fund reported it's updated stock portfolio. In the 13F Holdings report, Seven Post Investment Office LP reported an equity portfolio of $327.8 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Seven Post Investment Office LP are VB, SPY, EQR. The fund has invested 23.7% of it's portfolio in VANGUARD INDEX FDS and 13.1% of portfolio in STATE STR SPDR S&P 500 ETF T. <br><br> The fund managers got completely rid off AMERICOLD REALTY TRUST INC (COLD) and VANGUARD INDEX FDS (VB) stocks. They significantly reduced their stock positions in ISHARES SILVER TR (SLV), NVIDIA CORPORATION (NVDA) and STATE STR SPDR S&P 500 ETF T (SPY). Seven Post Investment Office LP opened new stock positions in MICRON TECHNOLOGY INC (MU) and MARATHON PETE CORP (MPC). The fund showed a lot of confidence in some stocks as they added substantially to ALPHABET INC (GOOG), LENNOX INTL INC (LII) and WORLD GOLD TR (GLDM).
Seven Post Investment Office LP Equity Portfolio Value
Last Reported on: 26 Oct, 2026
$327Million
  as of Oct 26, 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 -4.13% in the last quarter. In trailing 12 months, it's portfolio return was 5.46%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
micron technology inc319,533
marathon pete corp284,702
New stocks bought by Seven Post Investment Office LP

Additions

Ticker% Inc.
alphabet inc680
lennox intl inc400
world gold tr45.34
berkshire hathaway inc del8.46
vivmark residential1.45
vanguard index fds0.91
equity lifestyle properties0.85
enterprise prods partners l0.81
Additions to existing portfolio by Seven Post Investment Office LP

Reductions

Ticker% Reduced
ishares silver tr-31.91
nvidia corporation-25.00
state str spdr s&p 500 etf t-19.45
vanguard tax-managed fds-16.7
vanguard scottsdale fds-8.47
vanguard index fds-8.37
ishares tr-5.01
etfs gold tr-3.85
Seven Post Investment Office LP reduced stake in above stock

Sold off

Ticker$ Sold
americold realty trust inc-8,900,190
vanguard index fds-208,790
Seven Post Investment Office LP got rid off the above stocks

Sector Distribution

Seven Post Investment Office LP has about 64.4% of it's holdings in Others sector.

  • Others
  • Real Estate
  • Energy
  • Technology
  • Communication Services
  • Industrials
Sector%
Others64.4
Real Estate23.7
Energy4.7
Technology3.5
Communication Services1.7
Industrials1.6

Market Cap. Distribution

Seven Post Investment Office LP has about 35.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
Category%
UNALLOCATED64.4
LARGE-CAP29.9
MEGA-CAP5.6

Stocks belong to which Index?

About 27% 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%
Others72.9
S&P 50027
Top 5 Winners (%)%
MSFT
microsoft corp
37.5 %
AAPL
apple inc
15.1 %
NVDA
nvidia corporation
12.4 %
AMZN
amazon com inc
4.5 %
SGOL
etfs gold tr
3.4 %
Top 5 Winners ($)$
SPY
state str spdr s&p 500 etf t
1.0 M
GLDM
world gold tr
0.3 M
AAPL
apple inc
0.3 M
VB
vanguard index fds
0.2 M
MSFT
microsoft corp
0.2 M
Top 5 Losers (%)%
LII
lennox intl inc
-26.9 %
SKT
tanger inc
-13.1 %
PSA
public storage
-11.1 %
GS
goldman sachs group inc
-11.0 %
EQR
vivmark residential
-10.5 %
Top 5 Losers ($)$
VB
vanguard index fds
-5.9 M
EQR
vivmark residential
-4.4 M
LII
lennox intl inc
-2.0 M
ELS
equity lifestyle properties
-1.2 M
PSA
public storage
-1.1 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 42 stocks in it's portfolio. About 77.5% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Seven Post Investment Office LP last quarter.

$327.80MTotal Value
44.00Positions
26 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Seven Post Investment Office LP, last reported on 26 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Seven Post Investment Office LP's holding in Ishares Tr over time
0.12%2,494
$396.0K
0.12%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
Seven Post Investment Office LP's holding in Ishares Tr over time
0.13%2,532
$422.3K
0.13%
unchanged 0 percentunchanged
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Seven Post Investment Office LP's holding in Vanguard Scottsdale Fds over time
0.26%7,825
$850.6K
0.26%
unchanged 0 percentunchanged
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Seven Post Investment Office LP's holding in Vanguard Scottsdale Fds over time
0.16%6,829
$527.6K
0.16%
decreased 8.47 percentreduced
EMGF
Ishares Inc

Ishares Inc

EMGF
Seven Post Investment Office LP's holding in Ishares Inc over time
0.16%6,606
$536.1K
0.16%
unchanged 0 percentunchanged
GLDM
World Gold Tr

World Gold Tr

GLDM
Seven Post Investment Office LP's holding in World Gold Tr over time
2.89%115,323
$9.48M
2.89%
increased 45.34 percentadded
IBCE
Ishares Tr

Ishares Tr

IBCE
Seven Post Investment Office LP's holding in Ishares Tr over time
0.52%17,618
$1.71M
0.52%
decreased 5.01 percentreduced
IJR
Ishares Tr

Ishares Tr

IJR
Seven Post Investment Office LP's holding in Ishares Tr over time
0.36%11,268
$1.17M
0.36%
unchanged 0 percentunchanged
IJR
Ishares Tr

Ishares Tr

IJR
Seven Post Investment Office LP's holding in Ishares Tr over time
0.26%6,298
$856.8K
0.26%
unchanged 0 percentunchanged
IJR
Ishares Tr

Ishares Tr

IJR
Seven Post Investment Office LP's holding in Ishares Tr over time
0.26%1,100
$842.4K
0.26%
unchanged 0 percentunchanged