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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Portfolio Holdings for Seven Post Investment Office

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
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

View all past filings