Seven Post Investment Office LP Portfolio Holdings

Seven Post Investment Office LP

  • $265 Million
  • Q2 2025

Seven Post Investment Office LP has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $265 Million distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Specialized Funds Van with a value of $73.5M, Spdr S&P 500 ETF Trust with a value of $44.4M, Equity Residential with a value of $21.5M, Vanguard Total Stock Market Et with a value of $15.6M, and Prologis, Inc. with a value of $15.3M.

Examining the 13F form we can see an increase of $3.92M in the current position value, from $261M to 265M.

Seven Post Investment Office LP is based out at San Francisco, CA

Below you can find more details about Seven Post Investment Office LP portfolio as well as his latest detailed transactions.

Portfolio value $265 Million
ETFs: $180 Million
Real Estate: $66.9 Million
Energy: $13.2 Million
Financial Services: $2.4 Million
Technology: $2.06 Million
Consumer Cyclical: $263,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.7B
$21.5 Million 8.13% of portfolio
319,190
Q2 2025 Added 0.68%
$96.8B
$15.3 Million 5.77% of portfolio
145,392
Q2 2025 Added 0.96%
$11.2B
$11.8 Million 4.46% of portfolio
191,726
Q2 2025 Added 0.81%
$68.2B
$9.37 Million 3.53% of portfolio
302,130
Q2 2025 New
$49.2B
$8.66 Million 3.27% of portfolio
29,524
Q2 2025 Added 0.94%
$70.4B
$3.88 Million 1.46% of portfolio
61,760
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $265 Million
  • Prior Value $261 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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