SP
Seven Post Investment Office LP — 13F Portfolio Breakdown & Top Holdings (Q2 2026)
Seven Post Investment Office LPCIK: 0001554308
Sector-focusedMomentum followerQuality / disciplined sizing
Total reported value
$352.3M
Reporting period: 2026-06-30 · Number of holdings: 42
Seven Post Investment Office LP disclosed 42 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $352.3M and a quarterly turnover rate of 14.4%.
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Personality snowflake
- Concentration
- 42.72
- Portfolio Stability
- 14.41
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 84
- Sizing Uniformity
- 81.1
Seven Post Investment Office LP's disclosed holdings carry a Herfindahl concentration index of 0.107 — mathematically equivalent to about 9 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 1.89), 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 5.2 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 35% 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.govNew buy ORCL
Trim VNQ
+0.9% $7.3M
Trim SLV
+4.7% -$1.5M
Trim PLD
+0.8% $645.7K
Trim EPD
+0.8% -$241.9K
New buy LII
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 | 23.47% | -0.89% | +0.87% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 14.82% | +0.15% | +0.14% | |
| 3 | EQR | Equity Residential | Stock-Real Estate | 11.63% | +0.30% | +1.70% | |
| 4 | PLD | Prologis Inc | Stock-Real Estate | 5.78% | -0.58% | +0.77% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.83% | +0.03% | -0.71% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 4.46% | -0.41% | — | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.98% | -0.16% | -1.65% | |
| 8 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 3.63% | -0.33% | +0.85% | |
| 9 | EPD | Enterprise Products Partners | Stock-Energy | 3.20% | -0.52% | +0.78% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-Other | 3.13% | — | +0.11% | |
| 11 | PSA | Public Storage | Stock-Real Estate | 2.78% | +0.11% | +0.93% | |
| 12 | COLD | Americold Realty Trust Inc | Stock-Real Estate | 2.53% | +0.47% | +1.85% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.42% | +0.05% | +11.38% | |
| 14 | ORCL | Oracle CORP | Stock-Tech | 2.36% | +2.36% | NEW | |
| 15 | SLV | Ishares Silver Trust | ETF-Commodities | 1.90% | -0.73% | +4.65% | |
| 16 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.79% | -0.32% | +12.55% | |
| 17 | WMB | Williams Cos Inc | Stock-Energy | 1.30% | -0.15% | — | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.04% | -0.06% | -2.81% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.51% | -0.09% | -9.55% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.49% | +0.08% | +20.20% | |
| 21 | LII | Lennox International Inc | Stock-Industrials | 0.49% | +0.49% | NEW | |
| 22 | VV | Vanguard Large-cap ETF | ETF-Other | 0.37% | — | — | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.33% | -0.02% | — | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.29% | +0.13% | +74.42% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.27% | +0.02% | — | |
| 26 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.24% | — | — | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | — | — | |
| 28 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.22% | -0.07% | — | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | -0.13% | -45.20% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.17% | -0.03% | -4.03% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.16% | — | -9.80% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.14% | -0.01% | — | |
| 33 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.12% | — | — | |
| 34 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.11% | — | — | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.10% | +0.10% | NEW | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.09% | +0.09% | NEW | |
| 37 | SKT | Tanger Inc | Stock-Real Estate | 0.09% | — | — | |
| 38 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.09% | +0.09% | NEW | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.08% | — | — | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.07% | — | — | |
| 41 | PEB | Pebblebrook Hotel Trust | Stock-Other | 0.07% | +0.02% | — | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.06% | +0.06% | NEW |
Portfolio Performance
Performance for Q3 2026
+1.3%
Performance Last 4 Quarters
+17%
- Stdev
- +13%
- Beta
- +0.85
- Alpha
- +0.1%
- Max Drawdown
- -7.8%
- Annualized Perf
- +17.6%
- Batting Avg vs S&P
- +44.4%
- Sortino
- +2.67
- Stutzer
- +0.39
- Treynor
- +0.2
- Sterling
- +1.07
- Calmar
- +2.24
- Information Ratio
- -0.4
- Tracking Error
- +7.3%
- Stdev Down
- +6.4%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +41%
- Worst 12 Months
- +2.7%
- Efficiency Ratio
- +0.54
- Sharpe
- +1.31
- Stdev Sectors
- +24%
- Skewness
- +0.1
- Kurtosis
- -0.33
- Upside Potential
- +4.31
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 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 2026-06-30: New buy: Oracle CORP (ORCL); New buy: Lennox International Inc (LII); New buy: Jpmorgan Chase & Co (JPM); New buy: Costco Wholesale CORP (COST); New buy: Goldman Sachs Group Inc (GS).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +2.4% | NEW | New buy |
| 2 | LII | Lennox International Inc | +0.5% | NEW | New buy |
| 3 | COLD | Americold Realty Trust Inc | +0.5% | +1.85% | Add |
| 4 | EQR | Equity Residential | +0.3% | +1.70% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +0.14% | Add |
| 6 | NVDA | Nvidia CORP | +0.1% | +74.42% | Add |
| 7 | PSA | Public Storage | +0.1% | +0.93% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.1% | NEW | New buy |
| 9 | COST | Costco Wholesale CORP | +0.1% | NEW | New buy |
| 10 | GS | Goldman Sachs Group Inc | +0.1% | NEW | New buy |
| 11 | AAPL | Apple Inc | +0.1% | +20.20% | Add |
| 12 | VOO | Vanguard S&p 500 ETF | +0.1% | NEW | New buy |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +11.38% | Add |
| 14 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.71% | Trim |
| 15 | IJR | Ishares Core S&p Small-cap E | 0% | — | Unchanged |
| 16 | PEB | Pebblebrook Hotel Trust | 0% | — | Unchanged |
| 17 | VT | Vanguard Tot World Stk ETF | — | +0.11% | Add |
| 18 | VV | Vanguard Large-cap ETF | — | — | Unchanged |
| 19 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 20 | VONV | Vanguard Russell 1000 Value | — | — | Unchanged |
| 21 | ESGU | Ishares Esg Aware Msci USA | — | — | Unchanged |
| 22 | GOOG | Alphabet Inc-cl C | — | — | Unchanged |
| 23 | ACWI | Ishares Msci Acwi ETF | — | — | Unchanged |
| 24 | SKT | Tanger Inc | — | — | Unchanged |
| 25 | IEMG | Ishares Core Msci Emerging | — | -9.80% | Trim |
| 26 | AMZN | Amazon.com Inc | — | — | Unchanged |
| 27 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 28 | EFA | Ishares Msci Eafe ETF | 0% | — | Unchanged |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | 0% | -4.03% | Trim |
| 30 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -2.81% | Trim |
| 31 | SGOL | Abrdn Physical Gold Shares | -0.1% | — | Unchanged |
| 32 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -9.55% | Trim |
| 33 | GOOGL | Alphabet Inc-cl A | -0.1% | -45.20% | Trim |
| 34 | WMB | Williams Cos Inc | -0.2% | — | Unchanged |
| 35 | VEA | Vanguard Ftse Developed ETF | -0.2% | -1.65% | Trim |
| 36 | GLDM | Spdr Gold Minishares Trust | -0.3% | +12.55% | Add |
| 37 | ELS | Equity Lifestyle Properties | -0.3% | +0.85% | Add |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | -0.4% | — | Unchanged |
| 39 | EPD | Enterprise Products Partners | -0.5% | +0.78% | Add |
| 40 | PLD | Prologis Inc | -0.6% | +0.77% | Add |
| 41 | SLV | Ishares Silver Trust | -0.7% | +4.65% | Add |
| 42 | VNQ | Vanguard Real Estate ETF | -0.9% | +0.87% | Add |
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 (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $352.3M, 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) — $82.7M (23.5%)
2. Ss Spdr S&p 500 ETF Trust-us (SPY) — $52.2M (14.8%)
3. Equity Residential (EQR) — $41.0M (11.6%)
4. Prologis Inc (PLD) — $20.3M (5.8%)
5. Vanguard Total Stock Mkt ETF (VTI) — $17.0M (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 27 notable position adjustments: 6 new positions were initiated, 14 existing holdings were added to, 7 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Oracle CORP (ORCL); New buy: Lennox International Inc (LII); New buy: Jpmorgan Chase & Co (JPM); New buy: Costco Wholesale CORP (COST); New buy: Goldman Sachs Group Inc (GS)
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: 74.8%
• Energy: 12.8%
• Information Technology: 9.3%
• Industrials: 1.4%
• Communication Services: 0.8%
• Financials: 0.5%
Investment Profile
Seven Post Investment Office LP returned an annualized 17.6% over the trailing 36 months — outperforming the S&P 500 by 0.1 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.85 (less volatile than the market) and a 44% quarterly batting average against the index.
Its portfolio is moderately concentrated and long-term-holding, with 74.8% of the portfolio concentrated in Real Estate.
It has added to its EQR position over the past two quarters (+$20.5M, now $41.0M), while trimming GOOGL over the same stretch (-$414.7K, still holding $693.3K).
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Developer Access
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