Seven Post Investment Office as of June 30, 2020
Portfolio Holdings for Seven Post Investment Office
Seven Post Investment Office holds 32 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) | 50.3 | $69M | 298k | 232.99 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 13.0 | $18M | 58k | 308.37 | |
| Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) | 5.8 | $8.0M | 207k | 38.79 | |
| Alexander & Baldwin (ALEX) | 4.7 | $6.5M | 531k | 12.19 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 3.9 | $5.4M | 72k | 74.80 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.8 | $5.3M | 34k | 156.52 | |
| Matson (MATX) | 3.8 | $5.2M | 180k | 29.10 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.8 | $3.9M | 98k | 39.61 | |
| Proofpoint | 1.5 | $2.1M | 19k | 111.10 | |
| Apple (AAPL) | 1.4 | $2.0M | 5.4k | 364.77 | |
| Uber Technologies (UBER) | 1.4 | $1.9M | 61k | 31.08 | |
| Ishares Tr Msci Eafe Etf (EFA) | 1.2 | $1.6M | 26k | 60.88 | |
| Amazon (AMZN) | 0.9 | $1.2M | 438.00 | 2757.99 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $746k | 528.00 | 1412.88 | |
| Charles River Laboratories (CRL) | 0.5 | $632k | 3.6k | 174.39 | |
| Kkr & Co (KKR) | 0.4 | $577k | 19k | 30.86 | |
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.4 | $548k | 24k | 23.12 | |
| Enterprise Products Partners (EPD) | 0.4 | $530k | 29k | 18.19 | |
| Integer Hldgs (ITGR) | 0.4 | $525k | 7.2k | 73.02 | |
| Shopify Cl A (SHOP) | 0.3 | $475k | 500.00 | 950.00 | |
| Facebook Cl A (META) | 0.3 | $455k | 2.0k | 226.93 | |
| Magellan Midstream Prtnrs Com Unit Rp Lp | 0.3 | $414k | 9.6k | 43.12 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $344k | 1.2k | 295.28 | |
| 4068594 Enphase Energy (ENPH) | 0.2 | $333k | 7.0k | 47.57 | |
| Pra (PRAA) | 0.2 | $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 | |
| Zynga Cl A | 0.1 | $95k | 10k | 9.50 |
