☆Seven Post Investment Office LP
Quality Q
0.797
AUM ($M)
352
Positions
42
Turnover
0.05
Top-10 wt
79%
Herfindahl
0.107
History (qtrs)
6
Excess Return
+0.2%
AI Eval Run AI Eval
Holdings · 42 positions · portfolio value $352M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆VNQ funds › | VANGUARD INDEX FDS | ADD | — | 23.5% | -0.9% | 82.7 | 857,363 | +7,423 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | ADD | — | 14.8% | +0.2% | 52.2 | 69,908 | +97 | 5 | — |
| ☆EQR funds › | EQUITY RESIDENTIAL | ADD | — | 11.6% | +0.3% | 41.0 | 603,185 | +10,095 | 5 | — |
| ☆PLD funds › | PROLOGIS INC. | ADD | — | 5.8% | -0.6% | 20.3 | 150,185 | +1,147 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | TRIM | — | 4.8% | +0.0% | 17.0 | 45,938 | -327 | 5 | — |
| ☆CUSIP:084670108 funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 4.5% | -0.4% | 15.7 | 21 | +0 | 2 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | TRIM | — | 4.0% | -0.2% | 14.0 | 196,873 | -3,307 | 5 | — |
| ☆ELS funds › | EQUITY LIFESTYLE PROPERTIES | ADD | — | 3.6% | -0.3% | 12.8 | 198,260 | +1,676 | 5 | — |
| ☆EPD funds › | ENTERPRISE PRODS PARTNERS L | ADD | — | 3.2% | -0.5% | 11.3 | 306,976 | +2,368 | 5 | -1.9% |
| ☆VT funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 3.1% | -0.0% | 11.0 | 70,182 | +79 | 5 | — |
| ☆PSA funds › | PUBLIC STORAGE | ADD | — | 2.8% | +0.1% | 9.8 | 30,780 | +283 | 5 | — |
| ☆COLD funds › | AMERICOLD REALTY TRUST INC | ADD | — | 2.5% | +0.5% | 8.9 | 566,170 | +10,305 | 5 | -34.3% |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 2.4% | +0.1% | 8.5 | 17,043 | +1,741 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | NEW | — | 2.4% | +2.4% | 8.3 | 56,722 | +56,722 | 1 | -82.7% |
| ☆SLV funds › | ISHARES SILVER TR | ADD | — | 1.9% | -0.7% | 6.7 | 125,061 | +5,560 | 5 | — |
| ☆GLDM funds › | WORLD GOLD TR | ADD | — | 1.8% | -0.3% | 6.3 | 79,348 | +8,847 | 5 | — |
| ☆WMB funds › | WILLIAMS COS INC | HOLD | — | 1.3% | -0.1% | 4.6 | 61,760 | +0 | 5 | +0.4% |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 1.0% | -0.1% | 3.6 | 61,114 | -1,769 | 5 | — |
| ☆IEFA funds › | ISHARES TR | TRIM | — | 0.5% | -0.1% | 1.8 | 18,548 | -1,959 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 0.5% | +0.1% | 1.7 | 5,951 | +1,000 | 5 | — |
| ☆LII funds › | LENNOX INTL INC | NEW | — | 0.5% | +0.5% | 1.7 | 3,000 | +3,000 | 1 | -74.9% |
| ☆VV funds › | VANGUARD INDEX FDS | HOLD | — | 0.4% | +0.0% | 1.3 | 3,800 | +0 | 5 | -0.0% |
| ☆EFA funds › | ISHARES TR | HOLD | — | 0.3% | -0.0% | 1.2 | 11,268 | +0 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 0.3% | +0.1% | 1.0 | 5,093 | +2,173 | 3 | +4.6% |
| ☆IJR funds › | ISHARES TR | HOLD | — | 0.3% | +0.0% | 0.9 | 6,298 | +0 | 5 | — |
| ☆VONV funds › | VANGUARD SCOTTSDALE FDS | HOLD | — | 0.2% | -0.0% | 0.8 | 7,825 | +0 | 5 | — |
| ☆IVV funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 0.8 | 1,100 | +0 | 5 | — |
| ☆SGOL funds › | ETFS GOLD TR | HOLD | — | 0.2% | -0.1% | 0.8 | 20,093 | +0 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 0.2% | -0.1% | 0.7 | 1,940 | -1,600 | 3 | +5.8% |
| ☆VCSH funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 0.2% | -0.0% | 0.6 | 7,461 | -313 | 3 | -21.7% |
| ☆IEMG funds › | ISHARES INC | TRIM | — | 0.2% | -0.0% | 0.5 | 6,606 | -718 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | HOLD | — | 0.1% | -0.0% | 0.5 | 1,275 | +0 | 5 | — |
| ☆ESGU funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.4 | 2,532 | +0 | 5 | — |
| ☆ACWI funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.4 | 2,494 | +0 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | NEW | — | 0.1% | +0.1% | 0.4 | 1,117 | +1,117 | 1 | +97.8% |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | NEW | — | 0.1% | +0.1% | 0.3 | 338 | +338 | 1 | -61.4% |
| ☆SKT funds › | TANGER INC | HOLD | — | 0.1% | +0.0% | 0.3 | 8,000 | +0 | 5 | -2.9% |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | NEW | — | 0.1% | +0.1% | 0.3 | 300 | +300 | 1 | +26.0% |
| ☆AMZN funds › | AMAZON COM INC | HOLD | — | 0.1% | +0.0% | 0.3 | 1,200 | +0 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | HOLD | — | 0.1% | +0.0% | 0.3 | 720 | +0 | 3 | +4.2% |
| ☆PEB funds › | PEBBLEBROOK HOTEL TR | HOLD | — | 0.1% | +0.0% | 0.2 | 12,000 | +0 | 5 | +35.3% |
| ☆VOO funds › | VANGUARD INDEX FDS | NEW | — | 0.1% | +0.1% | 0.2 | 304 | +304 | 1 | +0.2% re-entry |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 352 | 42 | 0.05 | 79% | 0.107 | 0.796 | — | in |
| 2026Q1 | 310 | 36 | 0.11 | 81% | 0.111 | 0.705 | — | in |
| 2025Q4 | 280 | 37 | 0.04 | 84% | 0.128 | 0.788 | — | in |
| 2025Q3 | 278 | 33 | 0.03 | 85% | 0.131 | 0.808 | — | in |
| 2025Q2 | 265 | 34 | 0.13 | 84% | 0.129 | 0.665 | — | entered |
| 2025Q1 | 262 | 33 | 0.00 | 87% | 0.130 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
JSON: /api/signals ·
/api/funds ·
/api/status