Institutional
Seven Post Investment Office LP
CIK 0001554308
$352.3M
Reported AUM
42
Positions
Q2 2026
Period
2026-07-28
Filed
Editorial summary
Summary for Seven Post Investment Office LP · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VNQ | VANGUARD INDEX FDS | $98.90 | -1.75% | 17.59% | 12.35% | $82.7M | 23.47% | — | HELD |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $738.76 | 1.27% | 18.63% | 72.84% | $52.2M | 14.82% | — | HELD |
| 3 | EQR | EQUITY RESIDENTIAL | $67.16 | -2.45% | 14.67% | -0.35% | $41.0M | 11.63% | — | HELD |
| 4 | PLD | PROLOGIS INC. | $145.18 | -0.20% | 43.15% | 24.77% | $20.3M | 5.78% | — | HELD |
| 5 | VTI | VANGUARD INDEX FDS | $364.64 | 1.17% | 19.26% | 65.80% | $17.0M | 4.83% | — | HELD |
| 6 | BRK/A | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $15.7M | 4.46% | — | HELD |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $70.88 | 2.79% | 26.64% | 53.50% | $14.0M | 3.98% | — | HELD |
| 8 | ELS | EQUITY LIFESTYLE PROPERTIES | $65.40 | -3.33% | 12.67% | -11.39% | $12.8M | 3.63% | — | HELD |
| 9 | EPD | ENTERPRISE PRODS PARTNERS L | $38.22 | -1.18% | 31.98% | 143.98% | $11.3M | 3.20% | — | HELD |
| 10 | VT | VANGUARD INTL EQUITY INDEX F | $154.90 | 1.76% | 20.62% | 57.90% | $11.0M | 3.13% | — | HELD |
| 11 | PSA | PUBLIC STORAGE | $316.27 | -4.00% | 23.03% | 26.73% | $9.8M | 2.78% | — | HELD |
| 12 | COLD | AMERICOLD REALTY TRUST INC | $14.39 | -2.57% | 0.89% | -50.60% | $8.9M | 2.53% | — | HELD |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $8.5M | 2.42% | — | HELD |
| 14 | ORCL | ORACLE CORP | $125.49 | 6.58% | -51.28% | 41.31% | $8.3M | 2.36% | — | HELD |
| 15 | SLV | ISHARES SILVER TR | $53.06 | 2.48% | 54.12% | 133.83% | $6.7M | 1.90% | — | HELD |
| 16 | GLDM | WORLD GOLD TR | $81.39 | 1.72% | 20.40% | 121.54% | $6.3M | 1.79% | — | HELD |
| 17 | WMB | WILLIAMS COS INC | $70.16 | 0.04% | 20.12% | 257.42% | $4.6M | 1.30% | — | HELD |
| 18 | VWO | VANGUARD INTL EQUITY INDEX F | $58.17 | 2.20% | 17.90% | 27.36% | $3.6M | 1.04% | — | HELD |
| 19 | IEFA | ISHARES TR | $98.60 | 2.46% | 22.02% | 47.71% | $1.8M | 0.51% | — | HELD |
| 20 | AAPL | APPLE INC | $332.02 | -1.82% | 67.77% | 128.17% | $1.7M | 0.49% | — | HELD |
| 21 | LII | LENNOX INTL INC | $414.61 | -3.58% | -28.28% | 36.18% | $1.7M | 0.49% | — | HELD |
| 22 | VV | VANGUARD INDEX FDS | $339.98 | 1.35% | 19.95% | 72.52% | $1.3M | 0.37% | — | HELD |
| 23 | EFA | ISHARES TR | $105.99 | 2.53% | 22.48% | 50.05% | $1.2M | 0.33% | — | HELD |
| 24 | NVDA | NVIDIA CORPORATION | $193.63 | 1.91% | 9.52% | 751.61% | $1.0M | 0.29% | — | HELD |
| 25 | IJR | ISHARES TR | $144.86 | 0.37% | 34.80% | 39.06% | $934K | 0.27% | — | HELD |
| 26 | VONV | VANGUARD SCOTTSDALE FDS | $109.59 | 0.19% | 31.59% | 69.11% | $832K | 0.24% | — | HELD |
| 27 | IVV | ISHARES TR | $742.05 | 1.22% | 20.00% | 75.17% | $824K | 0.23% | — | HELD |
| 28 | SGOL | ETFS GOLD TR | $39.10 | 1.53% | 21.17% | 122.60% | $768K | 0.22% | — | HELD |
| 29 | GOOGL | ALPHABET INC | $334.76 | -0.58% | 76.18% | 131.67% | $693K | 0.20% | — | HELD |
| 30 | VCSH | VANGUARD SCOTTSDALE FDS | $78.71 | 0.12% | 3.06% | 12.13% | $590K | 0.17% | — | HELD |
| 31 | IEMG | ISHARES INC | $76.88 | 3.68% | — | — | $547K | 0.16% | — | HELD |
| 32 | MSFT | MICROSOFT CORP | $454.63 | 16.41% | — | — | $476K | 0.14% | — | HELD |
| 33 | ESGU | ISHARES TR | $161.91 | 1.28% | — | — | $414K | 0.12% | — | HELD |
| 34 | ACWI | ISHARES TR | $155.03 | 1.68% | — | — | $391K | 0.11% | — | HELD |
| 35 | JPM | JPMORGAN CHASE & CO | $350.57 | 1.70% | — | — | $366K | 0.10% | — | HELD |
| 36 | COST | COSTCO WHOLESALE CORPORATION | $953.18 | -2.14% | — | — | $316K | 0.09% | — | HELD |
| 37 | SKT | TANGER INC | $40.98 | -1.44% | — | — | $316K | 0.09% | — | HELD |
| 38 | GS | GOLDMAN SACHS GROUP INC | $1019.03 | 3.90% | — | — | $303K | 0.09% | — | HELD |
| 39 | AMZN | AMAZON COM INC | $238.51 | 5.23% | — | — | $286K | 0.08% | — | HELD |
| 40 | GOOG | ALPHABET INC | $334.32 | -0.43% | — | — | $254K | 0.07% | — | HELD |
| 41 | PEB | PEBBLEBROOK HOTEL TR | $18.70 | -2.81% | — | — | $233K | 0.07% | — | HELD |
| 42 | VOO | VANGUARD INDEX FDS | $678.79 | 1.22% | — | — | $209K | 0.06% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-002851. 13F discloses long positions only — shorts, foreign equities, and options are excluded.