Seven Post Investment Office
Latest statistics and disclosures from Seven Post Investment Office's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LII, VNQ, SPY, PLD, EQR, and represent 64.32% of Seven Post Investment Office's stock portfolio.
- Added to shares of these 10 stocks: SHV (+$6.2M), VNQ, MSFT, VTI, EQR, COST, VGSH, PLD, PSA, CRGO.
- Started 1 new stock position in COST.
- Reduced shares in these 10 stocks: GOOGL (-$19M), SPY, MATX, VTIP, VEA, , VWO, IJR, ANET, AAPL.
- Sold out of its position in MDY.
- Seven Post Investment Office was a net seller of stock by $-17M.
- Seven Post Investment Office has $397M in assets under management (AUM), dropping by 9.79%.
- Central Index Key (CIK): 0001554308
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Seven Post Investment Office holds 52 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Lennox International (LII) | 27.8 | $111M | 247k | 447.52 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 17.3 | $69M | 777k | 88.36 |
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Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 9.3 | $37M | -5% | 78k | 475.31 |
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Prologis (PLD) | 5.3 | $21M | 157k | 133.30 |
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Equity Residential Sh Ben Int (EQR) | 4.6 | $18M | 300k | 61.16 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 4.2 | $17M | +2% | 71k | 237.22 |
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Equity Lifestyle Properties (ELS) | 3.3 | $13M | 184k | 70.54 |
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Ishares Tr Short Treas Bd (SHV) | 2.9 | $11M | +120% | 103k | 110.13 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.8 | $11M | -7% | 228k | 47.90 |
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Matson (MATX) | 2.7 | $11M | -9% | 98k | 109.60 |
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Public Storage (PSA) | 2.2 | $8.7M | 29k | 305.01 |
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Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $8.0M | -70% | 57k | 139.69 |
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.9 | $7.4M | 72k | 102.88 |
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Crowdstrike Hldgs Cl A (CRWD) | 1.7 | $6.7M | 26k | 255.32 |
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Ishares Silver Tr Ishares (SLV) | 1.3 | $5.2M | 239k | 21.78 |
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Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.2 | $4.7M | +4% | 80k | 58.33 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.0 | $3.9M | -8% | 96k | 41.10 |
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Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.9 | $3.6M | -21% | 76k | 47.49 |
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Apple (AAPL) | 0.6 | $2.5M | -5% | 13k | 192.53 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $2.4M | 10k | 232.64 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $2.3M | 11k | 213.33 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $2.0M | 26k | 75.35 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $1.8M | 3.9k | 477.63 |
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Kkr & Co (KKR) | 0.4 | $1.5M | 19k | 82.85 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.5M | -6% | 4.2k | 356.66 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $1.4M | 21k | 70.35 |
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Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.3M | 8.9k | 149.50 |
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Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.3M | -2% | 9.1k | 140.93 |
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Microsoft Corporation (MSFT) | 0.3 | $1.2M | +57% | 3.2k | 376.04 |
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Meta Platforms Cl A (META) | 0.3 | $1.0M | -6% | 2.8k | 353.96 |
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Arista Networks (ANET) | 0.2 | $919k | -20% | 3.9k | 235.51 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $682k | -28% | 6.3k | 108.25 |
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $656k | -9% | 14k | 48.45 |
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Amazon (AMZN) | 0.2 | $641k | 4.2k | 151.94 |
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $600k | 8.3k | 72.54 |
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Tesla Motors (TSLA) | 0.1 | $559k | 2.3k | 248.48 |
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Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $543k | 1.00 | 542625.00 |
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Integer Hldgs (ITGR) | 0.1 | $525k | 5.3k | 99.08 |
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Netflix (NFLX) | 0.1 | $502k | 1.0k | 486.88 |
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Mastercard Incorporated Cl A (MA) | 0.1 | $497k | 1.2k | 426.51 |
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Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.1 | $493k | -16% | 25k | 19.74 |
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First Hawaiian (FHB) | 0.1 | $475k | 21k | 22.86 |
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MercadoLibre (MELI) | 0.1 | $418k | 266.00 | 1571.54 |
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D.R. Horton (DHI) | 0.1 | $412k | 2.7k | 151.98 |
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Ishares Core Msci Emkt (IEMG) | 0.1 | $389k | 7.7k | 50.58 |
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Charles River Laboratories (CRL) | 0.1 | $384k | 1.6k | 236.40 |
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Shopify Cl A (SHOP) | 0.1 | $382k | 4.9k | 77.90 |
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Freightos Ord Shs (CRGO) | 0.1 | $267k | +50% | 80k | 3.33 |
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Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $266k | 2.5k | 104.92 |
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Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $253k | 2.5k | 101.77 |
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Spdr Gold Tr Gold Shs (GLD) | 0.1 | $230k | 1.2k | 191.17 |
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Costco Wholesale Corporation (COST) | 0.1 | $207k | NEW | 313.00 | 660.08 |
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Past Filings by Seven Post Investment Office
SEC 13F filings are viewable for Seven Post Investment Office going back to 2012
- Seven Post Investment Office 2023 Q4 filed Feb. 6, 2024
- Seven Post Investment Office 2023 Q3 filed Nov. 2, 2023
- Seven Post Investment Office 2023 Q2 filed Aug. 8, 2023
- Seven Post Investment Office 2023 Q1 filed May 2, 2023
- Seven Post Investment Office 2022 Q4 filed Jan. 31, 2023
- Seven Post Investment Office 2022 Q3 filed Nov. 7, 2022
- Seven Post Investment Office 2022 Q2 filed Aug. 8, 2022
- Seven Post Investment Office 2022 Q1 filed May 11, 2022
- Seven Post Investment Office 2020 Q1 restated filed March 18, 2022
- Seven Post Investment Office 2020 Q1 amended filed March 18, 2022
- Seven Post Investment Office 2020 Q2 restated filed March 18, 2022
- Seven Post Investment Office 2020 Q2 amended filed March 18, 2022
- Seven Post Investment Office 2020 Q3 restated filed March 18, 2022
- Seven Post Investment Office 2020 Q3 amended filed March 18, 2022
- Seven Post Investment Office 2020 Q4 restated filed March 18, 2022
- Seven Post Investment Office 2020 Q4 amended filed March 18, 2022