SP
Seven Post Investment Office LP — 13F Portfolio Breakdown & Top Holdings (Q3 2026)
Seven Post Investment Office LPCIK: 0001554308
Sector-focusedMomentum followerQuality / disciplined sizing
Total reported value
$327.8M
Reporting period: 2026-09-30 · Number of holdings: 42
Seven Post Investment Office LP disclosed 42 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $327.8M and a quarterly turnover rate of 15.0%.
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Personality snowflake
- Concentration
- 41.21
- Portfolio Stability
- 14.95
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 84
- Sizing Uniformity
- 81.54
Seven Post Investment Office LP's disclosed holdings carry a Herfindahl concentration index of 0.103 — mathematically equivalent to about 10 equally-sized positions, well below its 42 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.85), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 5.5 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 36% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govSold out COLD
Trim SPY
-19.5% -$9.3M
Add GOOGL
+680.4% $4.5M
Add LII
+400.0% $3.6M
Add GLDM
+45.3% $3.2M
Trim SLV
-31.9% -$2.0M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VNQ | Vanguard Real Estate ETF | ETF-Other | 23.66% | +0.19% | +0.91% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 13.10% | -1.72% | -19.45% | |
| 3 | EQR | Equity Residential | Stock-Real Estate | 11.34% | -0.29% | +1.45% | |
| 4 | PLD | Prologis Inc | Stock-Real Estate | 6.00% | +0.22% | +0.81% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.81% | -0.02% | -8.37% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 4.79% | +0.33% | — | |
| 7 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 3.56% | -0.07% | +0.85% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.53% | -0.45% | -16.70% | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-Other | 3.38% | +0.25% | +0.08% | |
| 10 | EPD | Enterprise Products Partners | Stock-Energy | 3.36% | +0.16% | +0.81% | |
| 11 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.89% | +1.10% | +45.34% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.81% | +0.39% | +8.46% | |
| 13 | PSA | Public Storage | Stock-Real Estate | 2.66% | -0.12% | — | |
| 14 | ORCL | Oracle CORP | Stock-Tech | 2.38% | +0.02% | — | |
| 15 | LII | Lennox International Inc | Stock-Industrials | 1.62% | +1.13% | +400.00% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.59% | +1.39% | +680.41% | |
| 17 | SLV | Ishares Silver Trust | ETF-Commodities | 1.42% | -0.48% | -31.91% | |
| 18 | WMB | Williams Cos Inc | Stock-Energy | 1.28% | -0.02% | — | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.10% | +0.06% | -0.10% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.60% | +0.11% | — | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.52% | +0.01% | -5.01% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-Other | 0.41% | +0.04% | — | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.36% | +0.03% | — | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | -0.02% | -25.00% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.26% | -0.01% | — | |
| 26 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.26% | +0.02% | — | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | +0.03% | — | |
| 28 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.23% | +0.01% | -3.85% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.20% | +0.06% | — | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.16% | — | — | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.16% | -0.01% | -8.47% | |
| 32 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.13% | +0.01% | — | |
| 33 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.12% | +0.01% | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.11% | +0.01% | — | |
| 35 | MU | Micron Technology Inc | Stock-Tech | 0.10% | +0.10% | NEW | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.09% | — | — | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.09% | +0.01% | — | |
| 38 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.09% | +0.09% | NEW | |
| 39 | SKT | Tanger Inc | Stock-Real Estate | 0.08% | -0.01% | — | |
| 40 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.08% | -0.01% | — | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.07% | — | — | |
| 42 | PEB | Pebblebrook Hotel Trust | Stock-Other | 0.07% | — | — |
Portfolio Performance
Performance for Q4 2026
-3.7%
Performance Last 4 Quarters
+10.1%
Based on 81% of reported portfolio value with available pricing
- Stdev
- +12.9%
- Beta
- +0.86
- Alpha
- -1.2%
- Max Drawdown
- -7.8%
- Annualized Perf
- +18.6%
- Batting Avg vs S&P
- +44.4%
- Sortino
- +2.83
- Stutzer
- +0.41
- Treynor
- +0.21
- Sterling
- +1.13
- Calmar
- +2.37
- Information Ratio
- -0.57
- Tracking Error
- +7.7%
- Stdev Down
- +6.3%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +41%
- Worst 12 Months
- +2.7%
- Efficiency Ratio
- +0.59
- Sharpe
- +1.39
- Stdev Sectors
- +20.9%
- Skewness
- +0.06
- Kurtosis
- -0.21
- Upside Potential
- +4.39
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q3 | 42 | $327.8M | 15 | ||
| 2026 Q2 | 42 | $352.3M | 14 | ||
| 2026 Q1 | 36 | $309.5M | 18 | ||
| 2025 Q4 | 37 | $279.7M | 8 | ||
| 2025 Q3 | 33 | $277.6M | 30 | ||
| 2025 Q2 | 34 | $265.5M | 0 | ||
| 2025 Q1 | 33 | $261.8M | 100 | ||
| 2024 Q4 | 33 | $261.2M | 0 | ||
| 2024 Q3 | 55 | $661.7M | 0 | ||
| 2024 Q2 | 55 | $539.9M | 0 | ||
| 2024 Q1 | 55 | $409.6M | 0 | ||
| 2023 Q4 | 53 | $397.1M | 0 | ||
| 2023 Q3 | 53 | $361.7M | 0 | ||
| 2023 Q2 | 54 | $328.2M | 0 | ||
| 2023 Q1 | 55 | $277.1M | 0 | ||
| 2022 Q4 | 55 | $284.4M | 0 | ||
| 2022 Q3 | 44 | $257.1M | 0 | ||
| 2022 Q2 | 48 | $268.9M | 0 | ||
| 2022 Q1 | 49 | $327.7M | 0 | ||
| 2021 Q4 | 49 | $370.1M | 0 | ||
| 2021 Q3 | 4 | $70.0M | 0 | 129476l229472r374340w | |
| 2021 Q2 | 37 | $181.0M | 0 | ||
| 2021 Q1 | 10 | $132.9M | 0 | ||
| 2020 Q4 | 11 | $110.8M | 0 | ||
| 2020 Q3 | 32 | $136.3M | 0 | ||
| 2020 Q2 | 12 | $115.8M | 0 | ||
| 2020 Q1 | 35 | $186.7M | 0 | ||
| 2019 Q4 | 28 | $137.9M | 14 | ||
| 2019 Q3 | 25 | $139.6M | 10 | ||
| 2019 Q2 | 22 | $147.4M | 12 | ||
| 2019 Q1 | 22 | $141.4M | 26 | ||
| 2018 Q4 | 21 | $128.6M | 24 | ||
| 2018 Q3 | 16 | $120.1M | 100 | ||
| 2018 Q2 | 5 | $23.8M | 4 | ||
| 2018 Q1 | 5 | $23.9M | 5 | ||
| 2017 Q4 | 5 | $22.8M | 4 | ||
| 2017 Q3 | 5 | $21.9M | 5 | ||
| 2017 Q2 | 5 | $20.8M | 3 | ||
| 2017 Q1 | 5 | $20.3M | 6 | ||
| 2016 Q4 | 5 | $19.0M | 5 | ||
| 2016 Q3 | 5 | $19.7M | 5 | ||
| 2016 Q2 | 5 | $18.8M | 20 | ||
| 2016 Q1 | 5 | $22.8M | 16 | ||
| 2015 Q4 | 5 | $25.3M | 100 | ||
| 2015 Q3 | 7 | $113.2M | 22 | ||
| 2015 Q2 | 8 | $126.9M | 7 | ||
| 2015 Q1 | 8 | $122.1M | 11 | ||
| 2014 Q4 | 8 | $112.5M | 27 | ||
| 2014 Q3 | 8 | $121.7M | 36 | ||
| 2014 Q2 | 6 | $84.7M | 0 | ||
| 2014 Q1 | 6 | $84.7M | 12 | ||
| 2013 Q4 | 8 | $88.9M | 6 | ||
| 2013 Q3 | 6 | $83.3M | 10 | ||
| 2013 Q2 | 6 | $75.2M | 0 |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Holding changes this quarter
Seven Post Investment Office LP's most significant position changes for 2026-09-30: Sold out: Americold Realty Trust Inc (COLD); New buy: Micron Technology Inc (MU); New buy: Marathon Petroleum CORP (MPC); Sold out: Vanguard S&p 500 ETF (VOO); Trim: Ss Spdr S&p 500 ETF Trust-us (SPY) — shares -19.45%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.4% | +680.41% | Add |
| 2 | LII | Lennox International Inc | +1.1% | +400.00% | Add |
| 3 | GLDM | Spdr Gold Minishares Trust | +1.1% | +45.34% | Add |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +8.46% | Add |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | +0.3% | — | Unchanged |
| 6 | VT | Vanguard Tot World Stk ETF | +0.3% | +0.08% | Add |
| 7 | PLD | Prologis Inc | +0.2% | +0.81% | Add |
| 8 | VNQ | Vanguard Real Estate ETF | +0.2% | +0.91% | Add |
| 9 | EPD | Enterprise Products Partners | +0.2% | +0.81% | Add |
| 10 | AAPL | Apple Inc | +0.1% | — | Unchanged |
| 11 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 12 | MPC | Marathon Petroleum CORP | +0.1% | NEW | New buy |
| 13 | MSFT | Microsoft CORP | +0.1% | — | Unchanged |
| 14 | VWO | Vanguard Ftse Emerging Marke | +0.1% | -0.10% | Trim |
| 15 | VV | Vanguard Large-cap ETF | 0% | — | Unchanged |
| 16 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 17 | EFA | Ishares Msci Eafe ETF | 0% | — | Unchanged |
| 18 | ORCL | Oracle CORP | 0% | — | Unchanged |
| 19 | VONV | Vanguard Russell 1000 Value | 0% | — | Unchanged |
| 20 | IEFA | Ishares Core Msci Eafe ETF | 0% | -5.01% | Trim |
| 21 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 22 | ESGU | Ishares Esg Aware Msci USA | 0% | — | Unchanged |
| 23 | ACWI | Ishares Msci Acwi ETF | 0% | — | Unchanged |
| 24 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 25 | SGOL | Abrdn Physical Gold Shares | 0% | -3.85% | Trim |
| 26 | IEMG | Ishares Core Msci Emerging | — | — | Unchanged |
| 27 | GOOG | Alphabet Inc-cl C | — | — | Unchanged |
| 28 | COST | Costco Wholesale CORP | — | — | Unchanged |
| 29 | PEB | Pebblebrook Hotel Trust | — | — | Unchanged |
| 30 | IJR | Ishares Core S&p Small-cap E | 0% | — | Unchanged |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | 0% | -8.47% | Trim |
| 32 | SKT | Tanger Inc | 0% | — | Unchanged |
| 33 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 34 | VTI | Vanguard Total Stock Mkt ETF | 0% | -8.37% | Trim |
| 35 | WMB | Williams Cos Inc | 0% | — | Unchanged |
| 36 | NVDA | Nvidia CORP | 0% | -25.00% | Trim |
| 37 | VOO | Vanguard S&p 500 ETF | -0.1% | EXIT | Sold out |
| 38 | ELS | Equity Lifestyle Properties | -0.1% | +0.85% | Add |
| 39 | PSA | Public Storage | -0.1% | — | Unchanged |
| 40 | EQR | Equity Residential | -0.3% | +1.45% | Add |
| 41 | VEA | Vanguard Ftse Developed ETF | -0.5% | -16.70% | Trim |
| 42 | SLV | Ishares Silver Trust | -0.5% | -31.91% | Trim |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.7% | -19.45% | Trim |
| 44 | COLD | Americold Realty Trust Inc | -2.5% | EXIT | Sold out |
Filing History
FAQ
What is Seven Post Investment Office LP and what type of investor is it?
Seven Post Investment Office LP is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $327.8M, spread across 42 disclosed positions.
What are Seven Post Investment Office LP's largest equity positions?
Based on the latest 13F filing, Seven Post Investment Office LP's top holdings by market value are:
1. Vanguard Real Estate ETF (VNQ) — $77.5M (23.7%)
2. Ss Spdr S&p 500 ETF Trust-us (SPY) — $42.9M (13.1%)
3. Equity Residential (EQR) — $37.2M (11.3%)
4. Prologis Inc (PLD) — $19.7M (6.0%)
5. Vanguard Total Stock Mkt ETF (VTI) — $15.8M (4.8%)
What changes did Seven Post Investment Office LP make in its most recent portfolio filing?
In the latest reported quarter, Seven Post Investment Office LP made 23 notable position adjustments: 2 new positions were initiated, 10 existing holdings were added to, 9 positions were partially reduced, and 2 were completely exited. The largest of these moves: Sold out: Americold Realty Trust Inc (COLD); New buy: Micron Technology Inc (MU); New buy: Marathon Petroleum CORP (MPC); Sold out: Vanguard S&p 500 ETF (VOO); Trim: Ss Spdr S&p 500 ETF Trust-us (SPY) — shares -19.45%
What sectors does Seven Post Investment Office LP focus on?
Seven Post Investment Office LP is concentrated in the following sectors based on its current disclosed equity portfolio:
• Real Estate: 66.4%
• Energy: 13.3%
• Information Technology: 10.0%
• Communication Services: 4.7%
• Industrials: 4.6%
• Financials: 0.6%
Investment Profile
Seven Post Investment Office LP returned an annualized 18.6% over the trailing 36 months — underperforming the S&P 500 by 1.2 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.86 (less volatile than the market) and a 44% quarterly batting average against the index.
Its portfolio is moderately concentrated and long-term-holding, with 66.4% of the portfolio concentrated in Real Estate.
Its turnover score has fallen from 30 to 15 over the past 4 quarters — a shift toward longer holding periods.
It has added to its BRK-B position over the past two quarters (+$1.9M, now $9.2M), while trimming SLV over the same stretch (-$3.5M, still holding $4.6M).
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Developer Access
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REST API
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