Seven Post Investment Office

Seven Post Investment Office as of Sept. 30, 2020

Portfolio Holdings for Seven Post Investment Office

Seven Post Investment Office holds 32 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lennox International (LII) 59.5 $81M 298k 272.61
Spdr S&p 500 Etf Tr Tr Unit (SPY) 10.1 $14M 41k 334.89
Matson (MATX) 5.3 $7.3M 181k 40.09
Vanguard Index Fds Total Stk Mkt (VTI) 4.3 $5.9M 35k 170.32
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 4.1 $5.6M 70k 80.64
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 3.8 $5.2M 128k 40.90
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.2 $2.9M 68k 43.24
Proofpoint 1.4 $2.0M 19k 105.55
Ishares Tr Msci Eafe Etf (EFA) 1.2 $1.7M 26k 63.65
Uber Technologies (UBER) 0.8 $1.1M 31k 36.48
Apple (AAPL) 0.8 $1.0M 9.0k 115.80
Charles River Laboratories (CRL) 0.6 $821k 3.6k 226.55
Kkr & Co (KKR) 0.5 $642k 19k 34.33
Alphabet Cap Stk Cl C (GOOG) 0.5 $629k 428.00 1469.63
Amazon (AMZN) 0.4 $592k 188.00 3148.94
Alexander & Baldwin (ALEX) 0.4 $587k 52k 11.21
Facebook Cl A (META) 0.4 $525k 2.0k 261.85
Enterprise Products Partners (EPD) 0.4 $523k 33k 15.78
Shopify Cl A (SHOP) 0.4 $511k 500.00 1022.00
Integer Hldgs (ITGR) 0.3 $424k 7.2k 58.97
Mastercard Incorporated Cl A (MA) 0.3 $394k 1.2k 338.20
Pra (PRAA) 0.2 $330k 8.3k 40.00
Magellan Midstream Prtnrs Com Unit Rp Lp 0.2 $328k 9.6k 34.17
Disney Walt Com Disney (DIS) 0.2 $324k 2.6k 124.14
Tesla Motors (TSLA) 0.2 $322k 750.00 429.33
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $320k 1.00 320000.00
MercadoLibre (MELI) 0.2 $297k 274.00 1083.94
Arista Networks (ANET) 0.2 $253k 1.2k 206.53
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $220k 750.00 293.33
Cincinnati Bell Com New 0.2 $211k 14k 15.01
Medtronic SHS (MDT) 0.2 $209k 2.0k 103.72
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $204k 750.00 272.00