Seven Post Investment Office

Seven Post Investment Office as of June 30, 2020

Portfolio Holdings for Seven Post Investment Office

Seven Post Investment Office holds 30 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lennox International (LII) 57.4 $69M 298k 232.99
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) 6.8 $8.2M 210k 38.79
Alexander & Baldwin (ALEX) 5.4 $6.5M 531k 12.19
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 4.5 $5.5M 73k 74.81
Vanguard Index Fds Total Stk Mkt (VTI) 4.5 $5.4M 35k 156.51
Matson (MATX) 4.3 $5.2M 180k 29.10
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.2 $3.9M 99k 39.61
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) 2.4 $2.9M 9.3k 308.39
Proofpoint 1.7 $2.1M 19k 111.10
Uber Technologies (UBER) 1.6 $1.9M 61k 31.08
Ishares Tr Msci Eafe Etf (EFA) 1.3 $1.6M 26k 60.88
Apple (AAPL) 0.7 $822k 2.3k 365.01
Charles River Laboratories (CRL) 0.5 $632k 3.6k 174.39
Alphabet Cap Stk Cl C (GOOG) 0.5 $605k 428.00 1413.55
Enterprise Products Partners (EPD) 0.5 $602k 33k 18.16
Kkr & Co (KKR) 0.5 $577k 19k 30.86
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.5 $548k 24k 23.12
Integer Hldgs (ITGR) 0.4 $525k 7.2k 73.02
Amazon (AMZN) 0.4 $519k 188.00 2760.64
Shopify Cl A (SHOP) 0.4 $475k 500.00 950.00
Facebook Cl A (META) 0.4 $455k 2.0k 226.93
Magellan Midstream Prtnrs Com Unit Rp Lp 0.3 $414k 9.6k 43.12
Mastercard Incorporated Cl A (MA) 0.3 $344k 1.2k 295.28
Pra (PRAA) 0.3 $319k 8.3k 38.67
Disney Walt Com Disney (DIS) 0.2 $291k 2.6k 111.49
MercadoLibre (MELI) 0.2 $270k 274.00 985.40
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $267k 1.00 267000.00
Arista Networks (ANET) 0.2 $257k 1.2k 209.80
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $218k 750.00 290.67
Cincinnati Bell Com New 0.2 $209k 14k 14.87