Seven Post Investment Office LP

Q1 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
36
Total value ($000)
$309,535
Net value change ($000)
+29,842 (10.7%)
New positions
1
Sold out positions
2
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BRK-B 15,081 NEW
EQR 14,647 71.7%
BRK-B 5,197 243.3%
EPD 1,840 19.0%
VNQ 967 1.3%
PLD 828 4.4%
WMB 783 21.1%
GLDM 635 10.8%
ELS 458 3.9%
SLV 445 5.8%
Top Reduces (Value $000, Stocks/ETFs)
SPY -6,179 -12.0%
VEA -1,601 -11.1%
AVGO -1,089 -100.0%
VTI -867 -5.5%
COLD -778 -10.9%
VT -248 -2.5%
VOO -221 -100.0%
VWO -166 -4.7%
MSFT -145 -23.5%
VCSH -122 -16.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type