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Seven Post Investment Office Portfolio holdings
AUM
$328M
Turnover
9.09%
1-Year Est. Return
7.15%
This Fund
S&P 500
This Quarter Est. Return
-4.15%
1 Year Est. Return
+7.15%
3 Year Est. Return
+44.44%
5 Year Est. Return
+42.84%
10 Year Est. Return
+157.5%
AUM
$328M
AUM Growth
-$24.5M
(-6.9%)
Cap. Flow
-$10.1M
Cap. Flow % of AUM
Cap. Flow %
-3.07%
Top 10 Holdings %
Top 10 Hldgs %
77.52%
Holding
44
New
2
Increased
10
Reduced
9
Closed
2
Avg Time Held
4.2
years
Top 10 Avg Time Held
4
years
Top 20 Avg Time Held
5
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Lennox International
LII
|
+$5.28M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$4.58M |
| 3 |
SPDR Gold MiniShares Trust
GLDM
|
+$3.03M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$757K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$728K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$10.3M |
| 2 |
Americold
COLD
|
+$8.9M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.36M |
| 4 |
iShares Silver Trust
SLV
|
+$2.26M |
| 5 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$1.44M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 56.76% |
| 2 | Real Estate | 23.71% |
| 3 | Financials | 7.79% |
| 4 | Energy | 4.73% |
| 5 | Technology | 3.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Vanguard Real Estate ETF
VNQ
$38.1B
| $77.5M | 23.66% |
865,175
+7,812
| +0.9% | +$757K |
2020 Q1
26 quarters
|
|
|
2
State Street SPDR S&P 500 ETF Trust
SPY
$798B
| $42.9M | 13.1% |
56,310
-13,598
| -19% | -$10.3M |
2013 Q2
53 quarters
|
|
3
Vivmark Residential
VMRK
$48B
| $37.2M | 11.34% |
611,908
+8,723
| +1% | +$576K |
2023 Q2
13 quarters
|
|
4
Prologis
PLD
$123B
| $19.7M | 6% |
151,405
+1,220
| +0.8% | +$171K |
2020 Q1
26 quarters
|
|
|
5
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
| $15.8M | 4.81% |
42,092
-3,846
| -8% | -$1.44M |
2020 Q1
26 quarters
|
|
6
Berkshire Hathaway Class A
BRK.A
$1.19T
| $15.7M | 4.79% |
21
| – | – |
2026 Q1
2 quarters
|
|
7
Equity Lifestyle Properties
ELS
$11.7B
| $11.7M | 3.56% |
199,944
+1,684
| +0.8% | +$107K |
2020 Q1
26 quarters
|
|
|
8
Vanguard FTSE Developed Markets ETF
VEA
$227B
| $11.6M | 3.53% |
163,996
-32,877
| -17% | -$2.36M |
2013 Q2
53 quarters
|
|
9
Vanguard Total World Stock ETF
VT
$80.4B
| $11.1M | 3.38% |
70,238
+56
| +0.1% | +$8.88K |
2013 Q2
53 quarters
|
|
10
Enterprise Products Partners
EPD
$81B
| $11M | 3.36% |
309,458
+2,482
| +0.8% | +$94.7K |
2025 Q2
5 quarters
|
|
|
11
SPDR Gold MiniShares Trust
GLDM
$29.6B
| $9.48M | 2.89% |
115,323
+35,975
| +45% | +$3.03M |
2024 Q3
8 quarters
|
|
|
12
Berkshire Hathaway Class B
BRK.B
$1.19T
| $9.2M | 2.81% |
18,485
+1,442
| +8% | +$728K |
2022 Q4
15 quarters
|
|
13
Public Storage
PSA
$62.3B
| $8.71M | 2.66% |
30,780
| – | – |
2020 Q1
26 quarters
|
|
14
Oracle
ORCL
$383B
| $7.79M | 2.38% |
56,722
| – | – |
2026 Q2
1 quarter
|
|
|
15
Lennox International
LII
$11.9B
| $5.33M | 1.62% |
15,000
+12,000
| +400% | +$5.28M |
2026 Q2
1 quarter
|
|
|
16
Alphabet (Google) Class A
GOOGL
$3.44T
| $5.21M | 1.59% |
15,140
+13,200
| +680% | +$4.58M |
2025 Q4
3 quarters
|
|
|
17
iShares Silver Trust
SLV
$24.1B
| $4.64M | 1.42% |
85,156
-39,905
| -32% | -$2.26M |
2023 Q3
12 quarters
|
|
18
Williams Companies
WMB
$88.6B
| $4.2M | 1.28% |
61,760
| – | – |
2025 Q2
5 quarters
|
|
19
Vanguard FTSE Emerging Markets ETF
VWO
$117B
| $3.62M | 1.1% |
61,052
-62
| -0.1% | -$3.7K |
2013 Q2
53 quarters
|
|
20
Apple
AAPL
$4.84T
| $1.98M | 0.6% |
5,951
| – | – |
2018 Q3
32 quarters
|
|
21
iShares Core MSCI EAFE ETF
IEFA
$189B
| $1.71M | 0.52% |
17,618
-930
| -5% | -$91.8K |
2022 Q4
15 quarters
|
|
22
Vanguard Morningstar Large-Cap ETF
VV
$53.5B
| $1.34M | 0.41% |
3,800
| – | – |
2025 Q2
5 quarters
|
|
23
iShares MSCI EAFE ETF
EFA
$76.5B
| $1.17M | 0.36% |
11,268
| – | – |
2013 Q2
53 quarters
|
|
24
NVIDIA
NVDA
$4.99T
| $872K | 0.27% |
3,820
-1,273
| -25% | -$273K |
2025 Q4
3 quarters
|
|
25
iShares Core S&P Small-Cap ETF
IJR
$106B
| $857K | 0.26% |
6,298
| – | – |
2022 Q2
17 quarters
|
|
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Seven Post Investment Office's Q3 2026 Portfolio in Review
As of Q3 2026, Seven Post Investment Office held 44 positions worth $328M, down 6.9% from $352M the previous quarter. Its ten largest holdings account for 78% of the portfolio.
Seven Post Investment Office withdrew a net $10.1M in Q3 2026, closing 2 positions and reducing 9 holdings. Its most notable exit was Americold, an estimated $8.9M position sold in full.
By sector, the portfolio is most concentrated in Miscellaneous at 57% of assets, down from 58% a quarter earlier, followed by Real Estate and Financials.
Against the trend, Seven Post Investment Office opened a new position in Micron Technology worth $320K.
- Seven Post Investment Office's largest Q3 2026 buy was Micron Technology: 300 shares worth $320K.
- Seven Post Investment Office added most to Lennox International in Q3 2026, an estimated $5.28M increase.
- Seven Post Investment Office's biggest Q3 2026 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $10.3M.
- Seven Post Investment Office fully exited Americold in Q3 2026, selling an estimated $8.9M.
- Seven Post Investment Office's ten largest holdings make up 78% of its $328M portfolio in Q3 2026.
- Seven Post Investment Office opened 2 new positions and closed 2 in Q3 2026.
- Seven Post Investment Office's portfolio value fell 6.9% quarter-over-quarter to $328M.
Based on Seven Post Investment Office's 13F filing for Q3 2026, filed 26 Oct 2026.