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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
Page 2 of 3  ·  42 positions
# 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
Page 2 of 3  ·  42 positions

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%