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, INTU, VNQ, GOOGL, GOOG, and represent 64.47% of Seven Post Investment Office's stock portfolio.
- Added to shares of these 10 stocks: GOOGL (+$43M), GOOG (+$43M), VNQ, SPY, GLDM, EQR, PLD, VEA, ELS, PSA.
- Started 1 new stock position in GLDM.
- Reduced shares in these 7 stocks: VTV, AMZN, SHV, MATX, VWO, VGSH, SGOL.
- Sold out of its position in VTV.
- Seven Post Investment Office was a net buyer of stock by $88M.
- Seven Post Investment Office has $662M in assets under management (AUM), dropping by 22.56%.
- Central Index Key (CIK): 0001554308
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Portfolio Holdings for Seven Post Investment Office
Seven Post Investment Office holds 55 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Lennox International (LII) | 22.6 | $149M | 247k | 604.29 |
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| Intuit (INTU) | 15.4 | $102M | 164k | 621.00 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 11.8 | $78M | +2% | 800k | 97.42 |
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| Alphabet Cap Stk Cl A (GOOGL) | 8.0 | $53M | +459% | 319k | 165.85 |
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| Alphabet Cap Stk Cl C (GOOG) | 6.8 | $45M | +2852% | 268k | 167.19 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.0 | $40M | 69k | 573.76 |
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| Equity Residential Sh Ben Int (EQR) | 3.5 | $23M | 312k | 74.46 |
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| Prologis (PLD) | 3.1 | $20M | 160k | 126.28 |
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| Ishares Tr Short Treas Bd (SHV) | 2.6 | $17M | 157k | 110.63 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.6 | $17M | 60k | 283.16 |
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| Matson (MATX) | 2.1 | $14M | 97k | 142.62 |
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| Equity Lifestyle Properties (ELS) | 2.0 | $13M | 188k | 71.34 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.8 | $12M | 227k | 52.81 |
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| Public Storage (PSA) | 1.6 | $11M | 29k | 363.87 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.3 | $8.5M | 71k | 119.70 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.1 | $7.4M | 26k | 280.47 |
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| Ishares Silver Tr Ishares (SLV) | 1.0 | $6.8M | 239k | 28.41 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.8 | $5.3M | 89k | 59.02 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $4.3M | 90k | 47.85 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.6 | $3.7M | 75k | 49.31 |
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| Apple (AAPL) | 0.4 | $2.8M | 12k | 233.01 |
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| Microsoft Corporation (MSFT) | 0.4 | $2.8M | 6.5k | 430.30 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.7M | 5.9k | 460.26 |
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| Kkr & Co (KKR) | 0.4 | $2.4M | 19k | 130.58 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $2.2M | 3.9k | 576.82 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $1.9M | 22k | 83.63 |
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| Buzzfeed Cl A New (BZFD) | 0.3 | $1.8M | 681k | 2.67 |
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| Meta Platforms Cl A (META) | 0.2 | $1.6M | 2.8k | 572.47 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.6M | 21k | 78.05 |
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| Gilead Sciences (GILD) | 0.1 | $982k | 12k | 83.84 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $737k | 6.3k | 116.96 |
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| Netflix (NFLX) | 0.1 | $731k | 1.0k | 709.27 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $691k | 1.00 | 691180.00 |
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| Integer Hldgs (ITGR) | 0.1 | $688k | 5.3k | 130.00 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $652k | 7.8k | 83.33 |
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| Cisco Systems (CSCO) | 0.1 | $621k | 12k | 53.22 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $614k | +2% | 13k | 48.98 |
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| Tesla Motors (TSLA) | 0.1 | $589k | 2.3k | 261.63 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $575k | 1.2k | 493.80 |
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| MercadoLibre (MELI) | 0.1 | $546k | 266.00 | 2051.96 |
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| D.R. Horton (DHI) | 0.1 | $517k | 2.7k | 190.77 |
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| First Hawaiian (FHB) | 0.1 | $481k | 21k | 23.15 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $445k | 18k | 25.13 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $442k | 7.7k | 57.41 |
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| Charles River Laboratories (CRL) | 0.0 | $320k | 1.6k | 196.97 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $320k | 2.5k | 126.18 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $297k | 2.5k | 119.55 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $293k | 1.2k | 243.06 |
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| Costco Wholesale Corporation (COST) | 0.0 | $278k | 313.00 | 886.52 |
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| Apollo Global Mgmt (APO) | 0.0 | $265k | 2.1k | 124.91 |
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| Amazon (AMZN) | 0.0 | $265k | -51% | 1.4k | 186.33 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $231k | 437.00 | 527.67 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $221k | NEW | 4.2k | 52.13 |
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| Udemy (UDMY) | 0.0 | $141k | 19k | 7.44 |
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| Freightos Ord Shs (CRGO) | 0.0 | $116k | 80k | 1.44 |
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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
- Seven Post Investment Office 2024 Q3 filed Oct. 31, 2024
- Seven Post Investment Office 2024 Q2 filed Aug. 5, 2024
- Seven Post Investment Office 2024 Q1 filed April 25, 2024
- Seven Post Investment Office 2023 Q4 filed Feb. 6, 2024
- Seven Post Investment Office 2023 Q3 filed Nov. 2, 2023
- Seven Post Investment Office 2023 Q2 filed Aug. 8, 2023
- Seven Post Investment Office 2023 Q1 filed May 2, 2023
- Seven Post Investment Office 2022 Q4 filed Jan. 31, 2023
- Seven Post Investment Office 2022 Q3 filed Nov. 7, 2022
- Seven Post Investment Office 2022 Q2 filed Aug. 8, 2022
- Seven Post Investment Office 2022 Q1 filed May 11, 2022
- Seven Post Investment Office 2020 Q1 restated filed March 18, 2022
- Seven Post Investment Office 2020 Q1 amended filed March 18, 2022
- Seven Post Investment Office 2020 Q2 restated filed March 18, 2022
- Seven Post Investment Office 2020 Q2 amended filed March 18, 2022
- Seven Post Investment Office 2020 Q3 restated filed March 18, 2022