Portfolio (Quarterly)
Guide ↗
Seven Post Investment Office LP
· CIK 0001554308| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ORCL | ORACLE CORP | Technology | 56,722.0 | $8.3M | 2.36% | NEW | — | $146.55 | +2.8% |
| 2 | LII | LENNOX INTL INC | Industrials | 3,000.0 | $1.7M | 0.49% | NEW | — | $572.95 | -31.3% |
| 3 | JPM | JPMORGAN CHASE & CO | Financial Services | 1,117.0 | $366K | 0.10% | NEW | — | $327.33 | +9.3% |
| 4 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 338.0 | $316K | 0.09% | NEW | — | $935.47 | +1.1% |
| 5 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 300.0 | $303K | 0.09% | NEW | — | $1011.37 | +2.2% |
| 6 | VOO | VANGUARD INDEX FDS | — | 304.0 | $209K | 0.06% | NEW | — | $686.81 | +3.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Real Estate
52.1%
Financial Services
37.2%
Technology
6.4%
Energy
2.6%
Industrials
1.0%
Communication Services
0.4%
Consumer Cyclical
0.2%
Consumer Defensive
0.2%