2026 Q2 Portfolio Activity
In 2026 Q2, Seven Post Investment Office LP maintained a portfolio of 42 distinct positions. The most significant new addition was ORACLE CORP, now representing 2.36% of the total fund value. They heavily accumulated shares in NVIDIA CORPORATION, increasing the position by 74.4%.
Position History
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Total Positions
42
Quarter
2026 Q2
Top Holding
VNQ (23.5%)
Top 10 Concentration
78.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-42 of 42
Seven Post Investment Office LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VNQ
VANGUARD INDEX ...
|
ETF | 23.47% | 24.36% |
#1
Prev: #1
|
6.5 |
—
|
7,423 | 0.9% |
P
S
|
857,363 | $82,675,546 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 14.82% | 14.67% |
#2
Prev: #2
|
6.0 |
—
|
97 | 0.1% |
P
S
|
69,908 | $52,205,486 | 2013 Q2 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
EQR
EQUITY RESIDENT...
|
Bond/Debt | 11.63% | 11.33% |
#3
Prev: #3
|
5.5 |
—
|
10,095 | 1.7% |
P
S
|
603,185 | $40,974,349 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
PLD
PROLOGIS INC.
|
Real Estate | 5.78% | 6.36% |
#4
Prev: #4
|
3.3 |
—
|
1,147 | 0.8% |
P
S
|
150,185 | $20,345,545 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 4.83% | 4.80% |
#5
1
Prev: #6
|
2.9 |
—
|
-327 | -0.7% |
P
S
|
45,938 | $16,998,761 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 4.46% | 4.87% |
#6
1
Prev: #5
|
2.8 |
—
|
no change | no change |
P
S
|
21 | $15,725,850 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 3.98% | 4.14% |
#7
Prev: #7
|
2.1 |
—
|
-3,307 | -1.7% |
P
S
|
196,873 | $14,027,176 | 2012 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
ELS
EQUITY LIFESTYL...
|
Real Estate | 3.63% | 3.96% |
#8
Prev: #8
|
2.0 |
—
|
1,676 | 0.9% |
P
S
|
198,260 | $12,777,826 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
EPD
ENTERPRISE PROD...
|
Energy | 3.20% | 3.72% |
#9
Prev: #9
|
1.8 |
—
|
2,368 | 0.8% |
P
S
|
306,976 | $11,284,438 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
VT
VANGUARD INTL E...
|
ETF | 3.13% | 3.13% |
#10
Prev: #10
|
1.8 |
—
|
79 | 0.1% |
P
S
|
70,182 | $11,015,128 | 2012 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
PSA
PUBLIC STORAGE
|
Real Estate | 2.78% | 2.67% |
#11
Prev: #11
|
1.6 |
—
|
283 | 0.9% |
P
S
|
30,780 | $9,797,609 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
COLD
AMERICOLD REALT...
|
Real Estate | 2.53% | 2.06% |
#12
3
Prev: #15
|
1.5 |
—
|
10,305 | 1.9% |
P
S
|
566,170 | $8,900,194 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 2.42% | 2.37% |
#13
Prev: #13
|
3.0 |
—
|
1,741 | 11.4% |
P
S
|
17,043 | $8,528,147 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
ORCL
ORACLE CORP
|
Technology | 2.36% | — |
#14
Prev: #—
|
4.4 |
—
|
56,722 | — |
NEW
|
56,722 | $8,312,609 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
SLV
ISHARES SILVER ...
|
ETF | 1.90% | 2.63% |
#15
3
Prev: #12
|
1.3 |
—
|
5,560 | 4.7% |
P
S
|
125,061 | $6,687,012 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
GLDM
WORLD GOLD TR
|
ETF | 1.79% | 2.11% |
#16
2
Prev: #14
|
2.7 |
—
|
8,847 | 12.5% |
P
S
|
79,348 | $6,301,818 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
WMB
WILLIAMS COS IN...
|
Energy | 1.30% | 1.45% |
#17
1
Prev: #16
|
1.5 |
—
|
no change | no change |
P
S
|
61,760 | $4,591,238 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 1.04% | 1.10% |
#18
1
Prev: #17
|
0.9 |
—
|
-1,769 | -2.8% |
P
S
|
61,114 | $3,647,894 | 2012 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
IEFA
ISHARES TR
|
ETF | 0.51% | 0.60% |
#19
1
Prev: #18
|
0.7 |
—
|
-1,959 | -9.6% |
P
S
|
18,548 | $1,791,366 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
AAPL
APPLE INC
|
Technology | 0.49% | 0.41% |
#20
1
Prev: #19
|
2.7 |
—
|
1,000 | 20.2% |
P
S
|
5,951 | $1,721,981 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
LII
LENNOX INTL INC
|
Industrials | 0.49% | — |
#21
Prev: #—
|
3.7 |
—
|
3,000 | — |
NEW
|
3,000 | $1,718,850 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 0.37% | 0.37% |
#22
2
Prev: #20
|
1.1 |
—
|
no change | no change |
P
S
|
3,800 | $1,306,858 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
EFA
ISHARES TR
|
ETF | 0.33% | 0.35% |
#23
2
Prev: #21
|
1.1 |
—
|
no change | no change |
P
S
|
11,268 | $1,170,520 | 2012 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.29% | 0.16% |
#24
5
Prev: #29
|
3.1 |
—
|
2,173 | 74.4% |
P
S
|
5,093 | $1,019,058 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
IJR
ISHARES TR
|
ETF | 0.27% | 0.25% |
#25
1
Prev: #24
|
1.1 |
—
|
no change | no change |
P
S
|
6,298 | $934,056 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
VONV
VANGUARD SCOTTS...
|
ETF | 0.24% | 0.24% |
#26
1
Prev: #25
|
1.1 |
—
|
no change | no change |
P
S
|
7,825 | $831,876 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
IVV
ISHARES TR
|
ETF | 0.23% | 0.23% |
#27
1
Prev: #26
|
1.1 |
—
|
no change | no change |
P
S
|
1,100 | $823,779 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
SGOL
ETFS GOLD TR
|
ETF | 0.22% | 0.29% |
#28
5
Prev: #23
|
1.1 |
—
|
no change | no change |
P
S
|
20,093 | $768,155 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.20% | 0.33% |
#29
7
Prev: #22
|
0.1 |
—
|
-1,600 | -45.2% |
P
S
|
1,940 | $693,298 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.17% | 0.20% |
#30
3
Prev: #27
|
0.6 |
—
|
-313 | -4.0% |
P
S
|
7,461 | $589,620 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
IEMG
ISHARES INC
|
ETF | 0.16% | 0.17% |
#31
3
Prev: #28
|
0.6 |
—
|
-718 | -9.8% |
P
S
|
6,606 | $547,241 | 2013 Q2 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.14% | 0.15% |
#32
2
Prev: #30
|
1.1 |
—
|
no change | no change |
P
S
|
1,275 | $475,600 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
ESGU
ISHARES TR
|
ETF | 0.12% | 0.12% |
#33
2
Prev: #31
|
1.0 |
—
|
no change | no change |
P
S
|
2,532 | $414,412 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
ACWI
ISHARES TR
|
ETF | 0.11% | 0.11% |
#34
2
Prev: #32
|
1.0 |
—
|
no change | no change |
P
S
|
2,494 | $391,483 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.10% | — |
#35
Prev: #—
|
3.5 |
—
|
1,117 | — |
NEW
|
1,117 | $365,628 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.09% | — |
#36
Prev: #—
|
3.5 |
—
|
338 | — |
NEW
|
338 | $316,189 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
SKT
TANGER INC
|
Real Estate | 0.09% | 0.09% |
#37
4
Prev: #33
|
1.0 |
—
|
no change | no change |
P
S
|
8,000 | $315,760 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.09% | — |
#38
Prev: #—
|
3.5 |
—
|
300 | — |
NEW
|
300 | $303,411 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.08% | 0.08% |
#39
5
Prev: #34
|
1.0 |
—
|
no change | no change |
P
S
|
1,200 | $286,008 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.07% | 0.07% |
#40
5
Prev: #35
|
1.0 |
—
|
no change | no change |
P
S
|
720 | $254,398 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
PEB
PEBBLEBROOK HOT...
|
Real Estate | 0.07% | 0.05% |
#41
5
Prev: #36
|
1.0 |
—
|
no change | no change |
P
S
|
12,000 | $232,920 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.06% | — |
#42
Prev: #—
|
3.5 |
—
|
304 | — |
NEW
|
304 | $208,790 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 |
Showing 1-42 of 42 holdings