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, VNQ, SPY, PLD, EQR, and represent 64.45% of Seven Post Investment Office's stock portfolio.
- Added to shares of these 10 stocks: SHV, VNQ, VEA, APO, VOO, UDMY, EQR, VGSH, PLD, PSA.
- Started 3 new stock positions in APO, UDMY, VOO.
- Reduced shares in these 9 stocks: SPY, VTI, MSFT, EFA, AAPL, SGOL, VT, SCHO, VTIP.
- Seven Post Investment Office was a net seller of stock by $-6.7M.
- Seven Post Investment Office has $410M in assets under management (AUM), dropping by 3.14%.
- 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 March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Lennox International (LII) | 29.5 | $121M | 247k | 488.76 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 16.6 | $68M | 785k | 86.48 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 8.7 | $36M | -12% | 68k | 523.07 |
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| Prologis (PLD) | 5.0 | $21M | 158k | 130.22 |
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| Equity Residential Sh Ben Int (EQR) | 4.7 | $19M | 303k | 63.11 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 3.4 | $14M | -23% | 54k | 259.90 |
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| Ishares Tr Short Treas Bd (SHV) | 3.1 | $13M | +13% | 117k | 110.54 |
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| Equity Lifestyle Properties (ELS) | 2.9 | $12M | 185k | 64.40 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.9 | $12M | +2% | 235k | 50.17 |
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| Matson (MATX) | 2.7 | $11M | 98k | 112.40 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $8.6M | 57k | 150.93 |
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| Crowdstrike Hldgs Cl A (CRWD) | 2.1 | $8.5M | 26k | 320.59 |
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| Public Storage (PSA) | 2.1 | $8.4M | 29k | 290.06 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.9 | $7.8M | 71k | 110.50 |
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| Ishares Silver Tr Ishares (SLV) | 1.3 | $5.4M | 239k | 22.75 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.2 | $4.8M | +4% | 84k | 58.07 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.0 | $4.0M | 97k | 41.77 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.9 | $3.6M | 76k | 47.89 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $2.6M | 10k | 249.86 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $2.5M | 11k | 228.59 |
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| Apple (AAPL) | 0.5 | $2.1M | -7% | 12k | 171.49 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $2.0M | 3.9k | 525.73 |
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| Kkr & Co (KKR) | 0.5 | $1.9M | 19k | 100.58 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $1.8M | -15% | 22k | 79.86 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.8M | 4.2k | 420.52 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $1.5M | 21k | 74.22 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $1.5M | 8.9k | 162.86 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.4M | 9.1k | 152.26 |
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| Meta Platforms Cl A (META) | 0.3 | $1.4M | 2.8k | 485.54 |
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| Arista Networks (ANET) | 0.3 | $1.1M | 3.9k | 289.98 |
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| Microsoft Corporation (MSFT) | 0.2 | $868k | -34% | 2.1k | 420.72 |
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| Amazon (AMZN) | 0.2 | $797k | +4% | 4.4k | 180.38 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $696k | 6.3k | 110.52 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $650k | 8.3k | 78.64 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $634k | 1.00 | 634440.00 |
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| Netflix (NFLX) | 0.2 | $626k | 1.0k | 607.33 |
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| Integer Hldgs (ITGR) | 0.2 | $618k | 5.3k | 116.68 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $588k | -9% | 12k | 48.21 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $561k | 1.2k | 481.57 |
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| First Hawaiian (FHB) | 0.1 | $456k | 21k | 21.96 |
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| D.R. Horton (DHI) | 0.1 | $446k | 2.7k | 164.55 |
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| Charles River Laboratories (CRL) | 0.1 | $440k | 1.6k | 270.95 |
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| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.1 | $407k | -23% | 19k | 21.24 |
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| MercadoLibre (MELI) | 0.1 | $402k | 266.00 | 1511.96 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $397k | 7.7k | 51.60 |
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| Tesla Motors (TSLA) | 0.1 | $396k | 2.3k | 175.79 |
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| Shopify Cl A (SHOP) | 0.1 | $378k | 4.9k | 77.17 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $291k | 2.5k | 114.96 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $274k | 2.5k | 110.13 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $248k | 1.2k | 205.72 |
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| Apollo Global Mgmt (APO) | 0.1 | $238k | NEW | 2.1k | 112.45 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $235k | NEW | 489.00 | 480.70 |
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| Costco Wholesale Corporation (COST) | 0.1 | $229k | 313.00 | 732.63 |
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| Udemy (UDMY) | 0.1 | $208k | NEW | 19k | 10.98 |
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| Freightos Ord Shs (CRGO) | 0.0 | $197k | 80k | 2.45 |
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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 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
- Seven Post Investment Office 2020 Q3 amended filed March 18, 2022
- Seven Post Investment Office 2020 Q4 restated filed March 18, 2022