Seven Post Investment Office as of Dec. 31, 2018
Portfolio Holdings for Seven Post Investment Office
Seven Post Investment Office holds 20 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lennox International (LII) | 53.4 | $69M | 314k | 218.86 | |
| Spdr S&p 500 Etf (SPY) | 13.8 | $18M | 71k | 249.91 | |
| Alexander & Baldwin (ALEX) | 9.8 | $13M | 688k | 18.38 | |
| Proofpoint | 5.1 | $6.6M | 79k | 83.81 | |
| Matson (MATX) | 4.3 | $5.6M | 174k | 32.02 | |
| Vanguard Europe Pacific ETF (VEA) | 3.8 | $4.9M | 132k | 37.10 | |
| Vanguard Emerging Markets ETF (VWO) | 2.2 | $2.9M | 76k | 38.10 | |
| Vanguard Total World Stock Idx (VT) | 2.2 | $2.8M | 42k | 65.47 | |
| iShares MSCI EAFE Index Fund (EFA) | 1.2 | $1.5M | 26k | 58.79 | |
| Plains All American Pipeline (PAA) | 0.9 | $1.2M | 58k | 20.03 | |
| Enterprise Products Partners (EPD) | 0.6 | $815k | 33k | 24.59 | |
| Kinder Morgan (KMI) | 0.5 | $626k | 41k | 15.38 | |
| Magellan Midstream Partners | 0.4 | $548k | 9.6k | 57.08 | |
| Integer Hldgs (ITGR) | 0.4 | $548k | 7.2k | 76.22 | |
| Charles River Laboratories (CRL) | 0.3 | $410k | 3.6k | 113.13 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $306k | 1.00 | 306000.00 | |
| Apple (AAPL) | 0.2 | $292k | 1.9k | 157.84 | |
| Arista Networks (ANET) | 0.2 | $258k | 1.2k | 210.61 | |
| MasterCard Incorporated (MA) | 0.2 | $220k | 1.2k | 188.84 | |
| Cincinnati Bell | 0.1 | $109k | 14k | 7.75 |
