SP

Seven Post Investment Office LP

13F
Seven Post Investment Office LP
Last update 2024-08-05 55 Stocks (4 new)
Value $540.00 Mil Turnover 22 %
Countries:
Top Holdings: LII(24.48%)INTU(19.91%)VNQ(12.16%)SPY(6.92%)EQR(3.97%)
Portfolio Report
Summary Stock Picks Current Portfolio
Seven Post Investment Office L... Top Holdings of 2024-06-30 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
132180.720
0%
24.480
0%
0.690
+7.32%
+37.11%
21726.398
Construction
INTU 		Intuit Inc
163,590
107512.980
New Holding
19.910
+19.91%
0.060
-5.35%
-3.11%
168738.587
Software
VNQ 		Vanguard Real Estate Index Fund ETF
783,594
65633.800
-0.13%
12.160
-0.02%
-
+7.59%
+9.14%
34315.712
 
SPY 		S&P 500 ETF TRUST ETF
68,653
37362.600
+0.80%
6.920
+0.05%
-
+4.37%
+21.60%
595232.665
 
EQR 		Equity Residential
308,908
21419.670
+1.87%
3.970
+0.07%
0.080
+8.00%
+27.71%
28761.248
REITs
PLD 		Prologis Inc
159,301
17891.120
+0.76%
3.310
+0.03%
0.020
-3.14%
-7.21%
111877.826
REITs
SHV 		iShares Short Treasury Bond ETF
158,584
17523.520
+35.97%
3.250
+0.86%
-
+0.01%
+0.27%
18807.950
 
VTI 		Vanguard Total Stock Market ETF
59,778
15991.100
+10.77%
2.960
+0.29%
-
+4.15%
+20.16%
413586.481
 
MATX 		Matson Inc
97,965
12830.420
+0.20%
2.380
0%
0.290
+2.09%
+20.68%
4404.931
Transportation
ELS 		Equity Lifestyle Properties Inc
186,095
12120.390
+0.76%
2.240
+0.02%
0.100
+7.13%
+2.26%
13165.925
REITs

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
INTU 		Intuit Inc2024-06-30New Buy
+19.91%
●
562.97 ($620.28) 670.27
$602.01
-2.95%
New holding
163,590
163,590
SHV 		iShares Short Treasury Bond ETF2024-06-30Add
+0.86%
●
110.04 ($110.27) 110.51
$110.43
0.15%
Add 35.97%
158,584
41,954
VO 		Vanguard Mid-Cap ETF2024-06-30Sold Out
-0.64%
●
234.99 ($243.07) 248.98
$265.95
9.41%
Sold Out
0
-10,415
VB 		Vanguard Small Cap ETF2024-06-30Sold Out
-0.61%
●
210.76 ($219.6) 226.94
$236.72
7.80%
Sold Out
0
-10,918
MSFT 		Microsoft Corp2024-06-30Add
+0.36%
●
389.33 ($422.32) 452.85
$424.60
0.54%
Add 213.39%
6,462
4,400
BZFD 		BuzzFeed Inc2024-06-30New Buy
+0.35%
●
1.48 ($2.11) 3.18
$2.43
15.17%
New holding
681,428
681,428
VTI 		Vanguard Total Stock Market ETF2024-06-30Add
+0.29%
●
245.23 ($258.82) 269.4
$285.05
10.13%
Add 10.77%
59,778
5,814
ANET 		Arista Networks Inc2024-06-30Sold Out
-0.28%
●
245.47 ($297.4) 350.48
$394.04
32.49%
Sold Out
0
-3,900
GILD 		Gilead Sciences Inc2024-06-30New Buy
+0.15%
●
63.15 ($66.73) 72.88
$87.23
30.72%
New holding
11,712
11,712
BRK.B 		Berkshire Hathaway Inc2024-06-30Add
+0.13%
●
396.73 ($408.62) 420.24
$460.61
12.72%
Add 39.7%
5,838
1,659

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 2024-06-30

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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