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Latest Seven Post Investment Office LP Stock Portfolio

$352Million | No. of Holdings #42

Seven Post Investment Office LP Performance

2026 Q2+8.64%
YTD+8.32%
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 2026-07-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, Seven Post Investment Office LP reported an equity portfolio of $352.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Seven Post Investment Office LP are VB, SPY, EQR. The fund has invested 23.5% of it's portfolio in VANGUARD INDEX FDS and 14.8% of portfolio in STATE STR SPDR S&P 500 ETF T. <br><br> They significantly reduced their stock positions in ALPHABET INC (GOOG), ISHARES INC (EMGF) and ISHARES TR (IBCE). Seven Post Investment Office LP opened new stock positions in ORACLE CORP (ORCL), LENNOX INTL INC (LII) and JPMORGAN CHASE & CO (JPM). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORPORATION (NVDA), APPLE INC (AAPL) and WORLD GOLD TR (GLDM).
Seven Post Investment Office LP Equity Portfolio Value
Last Reported on: 28 Jul, 2026
$352Million
  as of Jul 28, 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 8.64% in the last quarter. In trailing 12 months, it's portfolio return was 13.89%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
oracle corp8,312,610
lennox intl inc1,718,850
jpmorgan chase & co365,628
costco wholesale corporation316,189
goldman sachs group inc303,411
vanguard index fds208,790
New stocks bought by Seven Post Investment Office LP

Additions

Ticker% Inc.
nvidia corporation74.42
apple inc20.2
world gold tr12.55
berkshire hathaway inc del11.38
ishares silver tr4.65
americold realty trust inc1.85
equity residential1.7
public storage0.93
Additions to existing portfolio by Seven Post Investment Office LP

Reductions

Ticker% Reduced
alphabet inc-45.2
ishares inc-9.8
ishares tr-9.55
vanguard scottsdale fds-4.03
vanguard intl equity index f-2.81
vanguard tax-managed fds-1.65
vanguard index fds-0.71
Seven Post Investment Office LP reduced stake in above stock

Sold off

None of the stocks were completely sold off by Seven Post Investment Office LP

Sector Distribution

Seven Post Investment Office LP has about 64.6% of it's holdings in Others sector.

  • Others
  • Real Estate
  • Energy
  • Technology
Sector%
Others64.6
Real Estate26.5
Energy4.5
Technology3.3

Market Cap. Distribution

Seven Post Investment Office LP has about 32.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
Category%
UNALLOCATED64.6
LARGE-CAP28.8
MEGA-CAP3.9
MID-CAP2.6

Stocks belong to which Index?

About 25.4% 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%
Others74.5
S&P 50025.4
Top 5 Winners (%)%
PEB
pebblebrook hotel tr
53.7 %
COLD
americold realty trust inc
36.7 %
GOOG
alphabet inc
23.2 %
IJR
ishares tr
19.3 %
GOOG
alphabet inc
18.8 %
Top 5 Winners ($)$
SPY
state str spdr s&p 500 etf t
6.7 M
VB
vanguard index fds
6.6 M
EQR
equity residential
5.3 M
COLD
americold realty trust inc
2.4 M
VB
vanguard index fds
2.3 M
Top 5 Losers (%)%
SLV
ishares silver tr
-21.1 %
SGOL
etfs gold tr
-14.3 %
GLDM
world gold tr
-13.6 %
EPD
enterprise prods partners l
-2.8 %
BNDW
vanguard scottsdale fds
-0.3 %
Top 5 Losers ($)$
SLV
ishares silver tr
-1.8 M
GLDM
world gold tr
-1.0 M
EPD
enterprise prods partners l
-0.3 M
SGOL
etfs gold tr
-0.1 M
BNDW
vanguard scottsdale fds
0.0 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 78.9% of the portfolio is in top 10 stocks. SLV 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.

$352.28MTotal Value
42.00Positions
28 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Seven Post Investment Office LP, last reported on 28 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Seven Post Investment Office LP's holding in Ishares Tr over time
0.11%2,494
$391.5K
0.11%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
Seven Post Investment Office LP's holding in Ishares Tr over time
0.12%2,532
$414.4K
0.12%
unchanged 0 percentunchanged
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Seven Post Investment Office LP's holding in Vanguard Scottsdale Fds over time
0.24%7,825
$831.9K
0.24%
unchanged 0 percentunchanged
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Seven Post Investment Office LP's holding in Vanguard Scottsdale Fds over time
0.17%7,461
$589.6K
0.17%
decreased 4.03 percentreduced
EMGF
Ishares Inc

Ishares Inc

EMGF
Seven Post Investment Office LP's holding in Ishares Inc over time
0.16%6,606
$547.2K
0.16%
decreased 9.8 percentreduced
GLDM
World Gold Tr

World Gold Tr

GLDM
Seven Post Investment Office LP's holding in World Gold Tr over time
1.79%79,348
$6.30M
1.79%
increased 12.55 percentadded
IBCE
Ishares Tr

Ishares Tr

IBCE
Seven Post Investment Office LP's holding in Ishares Tr over time
0.51%18,548
$1.79M
0.51%
decreased 9.55 percentreduced
IJR
Ishares Tr

Ishares Tr

IJR
Seven Post Investment Office LP's holding in Ishares Tr over time
0.33%11,268
$1.17M
0.33%
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
$934.1K
0.26%
unchanged 0 percentunchanged
IJR
Ishares Tr

Ishares Tr

IJR
Seven Post Investment Office LP's holding in Ishares Tr over time
0.23%1,100
$823.8K
0.23%
unchanged 0 percentunchanged