Seven Post Investment Office LP
Sector Allocation
- Other48.8%$160.1M
- Real Estate23.7%$77.7M
- Financials12.3%$40.4M
- Technology5.2%$17.1M
- Industrials5.0%$16.4M
- Energy4.7%$15.5M
- Consumer Staples0.1%$307,695
- Consumer Discretionary0.1%$298,980
AUM History
13fpro.ai/research/fund/seven-post-investment-office-lp-1554308
Conviction and streaks
Diversifying · top 10 = 77.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$77.5M
SPY
$42.9MVMRK
$37.2MPLD
$19.7M- VANGUARD$15.8M
BRK.A
$15.7MELS
$11.7M- VANGUARD$11.6M
DOV
$11.1MEPD
$11.0MGLDM
$9.5MBRK.B
$9.2MPSA
$8.7MORCL
$7.8MLII
$5.3MGOOGL
$5.2MSLV
$4.6MWMB
$4.2M- VANGUARD$3.6M
AAPL
$2.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/seven-post-investment-office-lp-1554308
Seven Post Investment Office LP 13F holdings — Q3 2026
$327.8M portfolio (-7.0% QoQ) · 42 holdings · Q3 2026 13F · top 10 are 78% of the stock portfolio
- 1
VANGUARD INDEX FDS - REAL ESTATE ETF
$77.5M
23.7% of stocks
+0.9%This quarter—Since filed—HeldAIQuality—Est. buy— $42.9M
13.1% of stocks
-19%This quarter0.0%Since filed11+ qtrsHeld$37.2M
11.3% of stocks
+1%This quarter0.0%Since filed11+ qtrsHeld$19.7M
6.0% of stocks
+0.8%This quarter0.0%Since filed11+ qtrsHeld- 5
VANGUARD INDEX FDS - MRNGSTR TTL STK
$15.8M
4.8% of stocks
-8%This quarter—Since filed—HeldAIQuality—Est. buy— $15.7M
4.8% of stocks
No changeThis quarter—Since filed3 qtrsHeld$11.7M
3.6% of stocks
+0.8%This quarter0.0%Since filed11+ qtrsHeld- 8
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$11.6M
3.5% of stocks
-17%This quarter—Since filed—HeldAIQuality—Est. buy— $11.1M
3.4% of stocks
+0.1%This quarter0.0%Since filed11+ qtrsHeld$11.0M
3.4% of stocks
+0.8%This quarter0.0%Since filed6 qtrsHeld
All holdings — Seven Post Investment Office LP (Q3 2026)
42 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | World Gold Trustetf/fund | Financials | $9.5M | 2.9% | 115K | +45% | 9 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | BERKSHIRE HATHAWAY INC | Financials | $9.2M | 2.8% | 18K | +8% | 11+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Public Storage | Real Estate | $8.7M | 2.7% | 31K | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | ORACLE CORP | Technology | $7.8M | 2.4% | 57K | — | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | LENNOX INTERNATIONAL INC | Industrials | $5.3M | 1.6% | 15K | +400% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Alphabet Inc. | Technology | $5.2M | 1.6% | 15K | +680% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | iShares Silver Trustetf/fund | Financials | $4.6M | 1.4% | 85K | -32% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | WILLIAMS COMPANIES, INC. | Energy | $4.2M | 1.3% | 62K | — | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund | — | $3.6M | 1.1% | 61K | -0.1% | — | — | 13F |
| 20 | Apple Inc. | Technology | $2.0M | 0.6% | 5,951 | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | ISHARES TR - CORE MSCI EAFEetf/fund | — | $1.7M | 0.5% | 18K | -5% | — | — | 13F |
| 22 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAPetf/fund | — | $1.3M | 0.4% | 3,800 | — | — | — | 13F |
| 23 | — | ISHARES TR - MSCI EAFE ETFetf/fund | — | $1.2M | 0.4% | 11K | — | — | — | 13F |
| 24 | NVIDIA CORP | Technology | $872K | 0.3% | 3,820 | -25% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $857K | 0.3% | 6,298 | — | — | — | 13F |
| 26 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $851K | 0.3% | 7,825 | — | |||
| 27 | — | ISHARES TR - CORE S&P500 ETF | — | $842K | 0.3% | 1,100 | — | |||
| 28 | $SGOL | abrdn Gold ETF Trust | Financials | $764K | 0.2% | 19K | -4% | |||
| 29 | $MSFT | MICROSOFT CORP | Technology | $654K | 0.2% | 1,275 | — | |||
| 30 | — | ISHARES INC - CORE MSCI EMKT | — | $536K | 0.2% | 6,606 | — | |||
| 31 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $528K | 0.2% | 6,829 | -8% | |||
| 32 | — | ISHARES TR - ESG AWR MSCI USA | — | $422K | 0.1% | 2,532 | — | |||
| 33 | — | ISHARES TR - MSCI ACWI ETF | — | $396K | 0.1% | 2,494 | — | |||
| 34 | $JPM | JPMORGAN CHASE & CO | Financials | $370K | 0.1% | 1,117 | — | |||
| 35 | $MU | MICRON TECHNOLOGY INC | Technology | $320K | 0.1% | 300 | New | |||
| 36 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $308K | 0.1% | 338 | — | |||
| 37 | $AMZN | AMAZON COM INC | Consumer Discretionary | $299K | 0.1% | 1,200 | — | |||
| 38 | $MPC | Marathon Petroleum Corp | Energy | $285K | 0.1% | 720 | New | |||
| 39 | $SKT | TANGER INC. | Real Estate | $274K | 0.1% | 8,000 | — | |||
| 40 | $GS | GOLDMAN SACHS GROUP INC | Financials | $270K | 0.1% | 300 | — | |||
| 41 | $GOOG | Alphabet Inc. | Technology | $245K | 0.1% | 720 | — | |||
| 42 | $PEB | Pebblebrook Hotel Trust | Real Estate | $225K | 0.1% | 12K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 2 new, 10 added to, 9 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (2)
Added to (10)
now $5.2M · held 4 qtrs
now $5.3M · held 2 qtrs, 2 adds in a row
now $9.5M · held 9 qtrs, 3 adds in a row
now $9.2M · held 11+ qtrs, 3 adds in a row
- VANGUARD INDEX FDS - REAL ESTATE ETF+0.9%
now $77.5M
now $37.2M · held 11+ qtrs, 3 adds in a row
+4 more in the Excel export
Trimmed (9)
now $42.9M · held 11+ qtrs
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT-17%
now $11.6M
now $4.6M · held 11+ qtrs
- VANGUARD INDEX FDS - MRNGSTR TTL STK-8%
now $15.8M
$NVDANVIDIA CORP-25%
now $872K · held 4 qtrs
- ISHARES TR - CORE MSCI EAFE-5%
now $1.7M
+3 more in the Excel export
Sold out (2)
$COLDAMERICOLD REALTY TRUSTwas $8.9M
held 5 qtrs
- VANGUARD INDEX FDS - S&P 500 ETF SHSwas $209K
Holdings by quarter
Every 13F Seven Post Investment Office LP has filed, 28 earlier quarters. Pick one to see what it held then.
Is it too late to follow Seven Post Investment Office?
Q3 2026 13F filed with the SEC on Oct 26, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Seven Post Investment Office's top 20 holdings: 67/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
0.0%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 9% over the last 4
Top 10 weight
78%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
86%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Seven Post Investment Office LP disclosed 42 positions worth $327.8M in its Form 13F-HR for Q3 2026, followed by $SPY and $VMRK. During the quarter the fund opened 2 new positions and exited 2 — including a new stake in $MU and a full exit from $COLD. The portfolio is most concentrated in Other (48.8% of disclosed assets). All figures are sourced directly from Seven Post Investment Office LP’s Form 13F-HR filing with the SEC under CIK 1554308.
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AI-Powered Hedge Fund Analysis: Seven Post Investment Office LP
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Every holding in Seven Post Investment Office LP's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.