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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | LII | LENNOX INTL INC | Industrials | 3,000.0 | $1.7M | 0.49% | NEW | — | $572.95 | -31.3% |
| 22 | VV | VANGUARD INDEX FDS | — | 3,800.0 | $1.3M | 0.37% | — | — | $343.91 | +3.1% |
| 23 | EFA | ISHARES TR | — | 11,268.0 | $1.2M | 0.33% | — | — | $103.88 | +3.7% |
| 24 | NVDA | NVIDIA CORPORATION | Technology | 5,093.0 | $1.0M | 0.29% | +2K | +74.4% | $200.09 | +8.7% |
| 25 | IJR | ISHARES TR | — | 6,298.0 | $934K | 0.27% | — | — | $148.31 | -1.8% |
| 26 | VONV | VANGUARD SCOTTSDALE FDS | — | 7,825.0 | $832K | 0.24% | — | — | $106.31 | +6.6% |
| 27 | IVV | ISHARES TR | — | 1,100.0 | $824K | 0.23% | — | — | $748.89 | +3.2% |
| 28 | SGOL | ETFS GOLD TR | Financial Services | 20,093.0 | $768K | 0.22% | — | — | $38.23 | +11.0% |
| 29 | GOOGL | ALPHABET INC | Communication Services | 1,940.0 | $693K | 0.20% | -2K | -45.2% | $357.37 | -3.0% |
| 30 | VCSH | VANGUARD SCOTTSDALE FDS | — | 7,461.0 | $590K | 0.17% | -313.0 | -4.0% | $79.03 | -0.7% |
| 31 | IEMG | ISHARES INC | — | 6,606.0 | $547K | 0.15% | -718.0 | -9.8% | $82.84 | -1.2% |
| 32 | MSFT | MICROSOFT CORP | Technology | 1,275.0 | $476K | 0.14% | — | — | $373.02 | +37.7% |
| 33 | ESGU | ISHARES TR | — | 2,532.0 | $414K | 0.12% | — | — | $163.67 | +3.1% |
| 34 | ACWI | ISHARES TR | — | 2,494.0 | $391K | 0.11% | — | — | $156.97 | +2.6% |
| 35 | JPM | JPMORGAN CHASE & CO | Financial Services | 1,117.0 | $366K | 0.10% | NEW | — | $327.33 | +9.3% |
| 36 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 338.0 | $316K | 0.09% | NEW | — | $935.47 | +1.1% |
| 37 | SKT | TANGER INC | Real Estate | 8,000.0 | $316K | 0.09% | — | — | $39.47 | -4.4% |
| 38 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 300.0 | $303K | 0.09% | NEW | — | $1011.37 | +2.2% |
| 39 | AMZN | AMAZON COM INC | Consumer Cyclical | 1,200.0 | $286K | 0.08% | — | — | $238.34 | +11.8% |
| 40 | GOOG | ALPHABET INC | — | 720.0 | $254K | 0.07% | — | — | $353.33 | — |
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%