We are live on ! Find out more
SPIO

Seven Post Investment Office Portfolio holdings

AUM $352M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
+9.58%
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
$352M
AUM Growth
+$42.7M
Cap. Flow
+$16.4M
Cap. Flow %
4.67%
Top 10 Hldgs %
78.92%
Holding
42
New
6
Increased
14
Reduced
7
Closed
–

Top Buys

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$10.3M
2
LII icon
Lennox International
LII
+$1.53M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$837K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$790K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$709K

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$576K
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$230K
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$188K
4
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$117K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$104K

Sector Composition

Rank Sector Weight
1 Real Estate 26.5%
2 Financials 7.07%
3 Energy 4.51%
4 Technology 3.27%
5 Industrials 0.49%

No holdings matched the selected filter criteria.

1 2

Similar funds

EC
Elmind Capital New York $352M AUM
MCMU
MIC Capital Management (UK) London, United Kingdom $352M AUM 0.23% 1-Year Est. Return
PIC
PCJ Investment Counsel Toronto, Ontario, Canada $352M AUM 68.32% 1-Year Est. Return
FWM
ForthRight Wealth Management Alpharetta, Georgia $353M AUM 12.98% 1-Year Est. Return
ACA
Acorn Capital Advisors New York $352M AUM 299.18% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $352M AUM 220.14% 1-Year Est. Return
OBGC
O'Brien Greene & Co Media, Pennsylvania $353M AUM 30.94% 1-Year Est. Return

Seven Post Investment Office's Q2 2026 Portfolio in Review

As of Q2 2026, Seven Post Investment Office held 42 positions worth $352M, up 14% from $310M the previous quarter. Its ten largest holdings account for 79% of the portfolio.

Seven Post Investment Office deployed $16.4M of net new capital in Q2 2026, opening 6 new positions and adding to 14 existing holdings. Its largest new stake was Oracle: 56,722 shares worth $8.31M.

By sector, the portfolio is most concentrated in Real Estate at 26% of assets, down from 27% a quarter earlier, followed by Financials and Energy.

On the sell side, the largest reduction was Alphabet (Google) Class A, an estimated $576K trimmed.

  • Seven Post Investment Office's largest Q2 2026 buy was Oracle: 56,722 shares worth $8.31M.
  • Seven Post Investment Office added most to Berkshire Hathaway Class B in Q2 2026, an estimated $837K increase.
  • Seven Post Investment Office's biggest Q2 2026 reduction was Alphabet (Google) Class A, cutting an estimated $576K.
  • Seven Post Investment Office's ten largest holdings make up 79% of its $352M portfolio in Q2 2026.
  • Seven Post Investment Office opened 6 new positions and closed 0 in Q2 2026.
  • Seven Post Investment Office's portfolio value rose 14% quarter-over-quarter to $352M.

Based on Seven Post Investment Office's 13F filing for Q2 2026, filed 28 Jul 2026.