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Portfolio (Quarterly) Guide ↗

Seven Post Investment Office LP

· CIK 0001554308
13F Portfolio $352M AUM 42 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 12 Added 7 Reduced
# 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%

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%