Portfolio (Quarterly) Guide ↗

Seven Post Investment Office LP

· CIK 0001554308

13F Portfolio $310M AUM 36 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 9 Added 7 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AVGO	BROADCOM INC	Technology	3,147	$1.1M	0.39%	SOLD
2	VOO	VANGUARD INDEX FDS	—	352	$221K	0.08%	SOLD

Sector Allocation

Real Estate 50.4%

Financial Services 37.5%

Energy 9.8%

Technology 1.4%

Communication Services 0.8%

Consumer Cyclical 0.2%