Seven Post Investment Office LP

Q3 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
9/30/2026
Date filed
10/26/2026
Form type
13F-HR
Num holdings
42
Total value ($000)
$327,801
Net value change ($000)
-24,477 (-6.9%)
New positions
2
Sold out positions
2
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
GOOGL 4,516 651.7%
LII 3,606 209.8%
GLDM 3,175 50.4%
BRK-B 677 7.9%
MU 320 NEW
MPC 285 NEW
AAPL 260 15.1%
MSFT 178 37.4%
VT 72 0.7%
VV 30 2.3%
Top Reduces (Value $000, Stocks/ETFs)
SPY -9,261 -17.7%
COLD -8,900 -100.0%
VNQ -5,130 -6.2%
EQR -3,794 -9.3%
VEA -2,447 -17.4%
SLV -2,045 -30.6%
VTI -1,247 -7.3%
ELS -1,115 -8.7%
PSA -1,092 -11.1%
PLD -688 -3.4%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type