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SPIO

Seven Post Investment Office Portfolio holdings

AUM $352M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
+1.51%
1 Year Est. Return
+16.44%
3 Year Est. Return
+52.57%
5 Year Est. Return
+45.88%
10 Year Est. Return
+181.66%
AUM
$265M
AUM Growth
+$3.64M
Cap. Flow
-$891K
Cap. Flow %
-0.34%
Top 10 Hldgs %
84.09%
Holding
41
New
8
Increased
9
Reduced
4
Closed
7

Top Buys

Rank Stock Value
1
COLD icon
Americold
COLD
+$10.1M
2
EPD icon
Enterprise Products Partners
EPD
+$9.41M
3
WMB icon
Williams Companies
WMB
+$3.65M
4
OEF icon
iShares S&P 100 ETF
OEF
+$2.53M
5
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$1M

Top Sells

Rank Stock Value
1
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$18.1M
2
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$5.4M
3
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.87M
4
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.31M
5
NFLX icon
Netflix
NFLX
+$961K

Sector Composition

Rank Sector Weight
1 Real Estate 25.21%
2 Energy 4.99%
3 Financials 0.91%
4 Technology 0.78%
5 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SGOL icon
26
abrdn Physical Gold Shares ETF
SGOL
$6.96B
$521K 0.2%
16,527
– –
IEMG icon
27
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$462K 0.17%
7,693
– –
PLTR icon
28
Palantir
PLTR
$390B
$409K 0.15%
+3,000
New +$352K
ESGU icon
29
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
$343K 0.13%
2,532
– –
ACWI icon
30
iShares MSCI ACWI ETF
ACWI
$33.4B
$320K 0.12%
2,488
– –
AMZN icon
31
Amazon
AMZN
$2.99T
$263K 0.1%
1,200
– –
SKT icon
32
Tanger
SKT
$4.68B
$245K 0.09%
+8,000
New +$245K
VOO icon
33
Vanguard S&P 500 ETF
VOO
$1.01T
$216K 0.08%
380
-20
-5% -$10.5K
PEB icon
34
Pebblebrook Hotel Trust
PEB
$2.15B
$120K 0.05%
+12,000
New +$111K
DHI icon
35
D.R. Horton
DHI
$42.1B
– –
-2,710
Closed -$345K
META icon
36
Meta Platforms (Facebook)
META
$1.5T
– –
-1,030
Closed -$594K
NFLX icon
37
Netflix
NFLX
$306B
– –
-10,300
Closed -$961K
SCHO icon
38
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
– –
-25,221
Closed -$614K
SHV icon
39
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
– –
-163,736
Closed -$18.1M
VGSH icon
40
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
– –
-91,987
Closed -$5.4M
VTIP icon
41
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
– –
-57,614
Closed -$2.87M
1
2

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PIC
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FWM
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ACA
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Seven Post Investment Office's Q2 2025 Portfolio in Review

As of Q2 2025, Seven Post Investment Office held 41 positions worth $265M, up 1.4% from $262M the previous quarter. Its ten largest holdings account for 84% of the portfolio.

Seven Post Investment Office's Q2 2025 filing shows 8 new, 9 increased, 4 reduced and 7 closed positions. Its largest new stake was Americold: 555,865 shares worth $9.24M. The largest sale was iShares 0-1 Year Treasury Bond ETF, an estimated $18.1M.

By sector, the portfolio is most concentrated in Real Estate at 25% of assets, up from 23% a quarter earlier, followed by Energy and Financials.

  • Seven Post Investment Office's largest Q2 2025 buy was Americold: 555,865 shares worth $9.24M.
  • Seven Post Investment Office added most to State Street SPDR S&P 500 ETF Trust in Q2 2025, an estimated $826K increase.
  • Seven Post Investment Office's biggest Q2 2025 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $1.31M.
  • Seven Post Investment Office fully exited iShares 0-1 Year Treasury Bond ETF in Q2 2025, selling an estimated $18.1M.
  • Seven Post Investment Office's ten largest holdings make up 84% of its $265M portfolio in Q2 2025.
  • Seven Post Investment Office opened 8 new positions and closed 7 in Q2 2025.
  • Seven Post Investment Office's portfolio value rose 1.4% quarter-over-quarter to $265M.

Based on Seven Post Investment Office's 13F filing for Q2 2025, filed 15 Jul 2025.