SP

Seven Post Investment Office LP

13F
Seven Post Investment Office LP
Last update 2024-10-31 55 Stocks (1 new)
Value $662.00 Mil Turnover 14 %
Countries:
Top Holdings: LII(22.56%)INTU(15.35%)VNQ(11.78%)GOOGL(7.99%)GOOG(6.78%)
Portfolio Report
Summary Stock Picks Current Portfolio
Seven Post Investment Office L... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
LII 		Lennox International Inc
247,076
149305.560
0%
22.560
0%
0.690
+17.14%
+40.68%
22286.636
Construction
INTU 		Intuit Inc
163,590
101589.390
0%
15.350
0%
0.060
+2.80%
-0.40%
173453.098
Software
VNQ 		Vanguard Real Estate Index Fund ETF
800,175
77953.040
+2.12%
11.780
+0.24%
0.220
+7.58%
+7.94%
35538.344
 
GOOGL 		Alphabet Inc
318,809
52874.470
+459.98%
7.990
+6.56%
0.000
+6.73%
+21.81%
2087029.120
Interactive Media
GOOG 		Alphabet Inc
268,325
44861.190
+2,852.19%
6.780
+6.55%
0.000
+6.84%
+21.93%
2087029.120
Interactive Media
SPY 		S&P 500 ETF TRUST ETF
69,343
39786.510
+1.01%
6.010
+0.06%
0.010
+11.47%
+21.33%
596470.496
 
EQR 		Equity Residential
311,861
23221.200
+0.96%
3.510
+0.03%
0.080
+5.05%
+21.27%
27330.305
REITs
PLD 		Prologis Inc
160,371
20251.590
+0.67%
3.060
+0.02%
0.020
-3.08%
-12.13%
105982.205
REITs
SHV 		iShares Short Treasury Bond ETF
156,979
17366.580
-1.01%
2.620
-0.03%
0.100
-0.01%
+0.04%
18146.877
 
VTI 		Vanguard Total Stock Market ETF
59,879
16955.340
+0.17%
2.560
0%
0.000
+11.80%
+20.27%
423658.824
 

Seven Post Investment Office LP's Historical Top Holdings Breakdowns

Seven Post Investment Office LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GOOGL 		Alphabet Inc2024-09-30Add
+6.56%
●
148.66 ($167.74) 191.18
$169.74
1.19%
Add 459.98%
318,809
261,877
GOOG 		Alphabet Inc2024-09-30Add
+6.55%
●
149.54 ($169.25) 192.66
$171.41
1.28%
Add 2852.19%
268,325
259,236
VTV 		Vanguard Value ETF2024-09-30Sold Out
-0.27%
●
159.75 ($167.43) 174.57
$173.57
3.67%
Sold Out
0
-8,945
VNQ 		Vanguard Real Estate Index Fund ETF2024-09-30Add
+0.24%
●
82.97 ($92.08) 98.97
$95.38
3.58%
Add 2.12%
800,175
16,581
SPY 		S&P 500 ETF TRUST ETF2024-09-30Add
+0.06%
●
517.38 ($552.93) 573.76
$576.65
4.29%
Add 1.01%
69,343
690
AMZN 		Amazon.com Inc2024-09-30Reduce
-0.05%
●
161.02 ($182.46) 200
$199.50
9.34%
Reduce -51.37%
1,420
-1,500
SCHO 		Schwab Short-Term U.S. Treasury ETF2024-09-30Add
+0.05%
●
23.97 ($24.3) 24.53
$24.18
-0.49%
Add 105.1%
25,072
6,424
EQR 		Equity Residential2024-09-30Add
+0.03%
●
67.19 ($72.22) 78.08
$72.03
-0.26%
Add 0.96%
311,861
2,953
SHV 		iShares Short Treasury Bond ETF2024-09-30Reduce
-0.03%
●
110.05 ($110.36) 110.63
$110.17
-0.17%
Reduce -1.01%
156,979
-1,605
GLDM 		SPDR Gold MiniShares Trust2024-09-30New Buy
+0.03%
●
46.2 ($49.1) 52.97
$54.36
10.71%
New holding
4,235
4,235

Seven Post Investment Office LP Total Holding History ($B)

To

Seven Post Investment Office LP's Asset Allocation

To

Seven Post Investment Office LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Seven Post Investment Office LP's Hypothetical Growth since 2024-09-30

Seven Post Investment Office LP's Yearly Returns

Year Portfolio % % Excess Gain %

Seven Post Investment Office LP's Holdings Heat Map

Size field:

Seven Post Investment Office LP's Holdings Bubble Chart

Seven Post Investment Office LP News

  • 1

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