Seven Post Investment Office LP
Long book
$309.5M
Q1 2026
Positions
36
Top-10 weight
81%
concentration
Last quarter
+11.2%
SPY +14.8%
Turnover
8%
of book per quarter
Strategy in plain words
auto-generated from filingsSeven Post Investment Office LP is a wealth-management firm allocating client money, running a $309.5M US long book across 36 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD REAL ESTATE ETF, SS SPDR S&P 500 ETF TRUST-US, EQUITY RESIDENTIAL, PROLOGIS INC, BERKSHIRE HATHAWAY INC-CL A.
Over the last 9 quarters its long book ran on average 0.6pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+4.8%
Q2 2024
+6.8%
Q3 2024
+0.9%
Q4 2024
+1.4%
Q1 2025
+2.8%
Q2 2025
+4.3%
Q3 2025
+2.4%
Q4 2025
+0.6%
Q1 2026
+11.2%
Sector allocation
Financials 53%
Utilities 38%
Technology 8%
Consumer discretionary 1%
Long book by quarter
What does Seven Post own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 21 | $15.1M | 4.9% | New |
| EPD ENTERPRISE PRODUCTS PARTNERS | Utilities | 304.6K | $11.5M | 3.7% | +0.8% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 15.3K | $7.3M | 2.4% | +260.1% |
| WMB WILLIAMS COS INC | Utilities | 61.8K | $4.5M | 1.5% | Held |
| AAPL APPLE INC | Technology | 5.0K | $1.3M | 0.4% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 3.5K | $1.0M | 0.3% | Held |
| NVDA NVIDIA CORP | Technology | 2.9K | $509K | 0.2% | -7.3% |
| MSFT MICROSOFT CORP | Technology | 1.3K | $472K | 0.2% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 1.2K | $250K | 0.1% | Held |
| GOOG ALPHABET INC-CL C | Technology | 720 | $207K | 0.1% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 36 | $309.5M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 29, 2026 | 37 | $279.7M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 30, 2025 | 33 | $277.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 15, 2025 | 34 | $265.5M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 17, 2025 | 33 | $261.8M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 16, 2025 | 33 | $261.2M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 31, 2024 | 55 | $661.7M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 5, 2024 | 55 | $539.9M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 25, 2024 | 55 | $409.6M | canonical | SEC ↗ |