Seven Post Investment Office LP has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing lists 42 separate securities held by the firm.
The portfolio is dominated by large-cap technology and financial holdings. The largest position is in Prologis Inc., where the firm holds 151,405 shares. Other significant technology holdings include Oracle Corporation with 56,722 shares, Alphabet Inc. Class A with 15,140 shares, and Apple Inc. with 5,951 shares. The firm also holds substantial positions in Enterprise Products Partners L.P. (309,458 shares) and Public Storage (30,780 shares).
The filing also indicates significant exposure to exchange-traded funds (ETFs). The top ETF holding is the Vanguard Real Estate ETF, with 865,175 shares. Other notable ETF positions include the Vanguard International Equity Index Fund FTSE Emerging Markets ETF (61,052 shares), the iShares Core MSCI Emerging Markets ETF (6,606 shares), and the Vanguard International Equity Index Fund FTSE World Stock ETF (70,238 shares).
Seven Post Investment Office LP is based in San Francisco and is represented in the filing by Chief Compliance Officer Lesley Tepper.
