Seven Post Investment Office Lp Top Holdings and 13F Report (2024) About Seven Post Investment Office LpInvestment ActivitySeven Post Investment Office Lp has $661.71 million in total holdings as of September 30, 2024.Seven Post Investment Office Lp owns shares of 55 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 13.56% of the portfolio was purchased this quarter.About 0.31% of the portfolio was sold this quarter.This quarter, Seven Post Investment Office Lp has purchased 55 new stocks and bought additional shares in 16 stocks.Seven Post Investment Office Lp sold shares of 6 stocks and completely divested from 1 stock this quarter.Largest Holdings Lennox International $149,305,556Intuit $101,589,390Vanguard Real Estate ETF $77,953,041Alphabet $52,874,473Alphabet $44,861,190 Largest New Holdings this Quarter SPDR Gold MiniShares Trust $220,771 Holding Largest Purchases this Quarter Alphabet 261,877 shares (about $43.43M)Alphabet 259,236 shares (about $43.34M)Vanguard Real Estate ETF 16,581 shares (about $1.62M)SPDR S&P 500 ETF Trust 690 shares (about $395.90K)SPDR Gold MiniShares Trust 4,235 shares (about $220.77K) Largest Sales this Quarter Amazon.com 1,500 shares (about $279.50K)iShares Short Treasury Bond ETF 1,605 shares (about $177.56K)Matson 816 shares (about $116.38K)Vanguard FTSE Emerging Markets ETF 377 shares (about $18.04K)Vanguard Short-Term Treasury Index ETF 257 shares (about $15.17K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSeven Post Investment Office Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLIILennox International$149,305,5560.0%247,07622.6%ConstructionINTUIntuit$101,589,3900.0%163,59015.4%Computer and TechnologyVNQVanguard Real Estate ETF$77,953,041$1,615,321 ▲2.1%800,17511.8%ETFGOOGLAlphabet$52,874,473$43,432,301 ▲460.0%318,8098.0%Computer and TechnologyGOOGAlphabet$44,861,190$43,341,602 ▲2,852.2%268,3256.8%Computer and TechnologySPYSPDR S&P 500 ETF Trust$39,786,505$395,897 ▲1.0%69,3436.0%FinanceEQREquity Residential$23,221,201$219,881 ▲1.0%311,8613.5%FinancePLDPrologis$20,251,594$135,119 ▲0.7%160,3713.1%FinanceSHViShares Short Treasury Bond ETF$17,366,582$177,561 ▼-1.0%156,9792.6%ETFVTIVanguard Total Stock Market ETF$16,955,341$28,599 ▲0.2%59,8792.6%ETFMATXMatson$13,855,386$116,378 ▼-0.8%97,1492.1%TransportationELSEquity LifeStyle Properties$13,372,963$96,951 ▲0.7%187,4542.0%FinanceVEAVanguard FTSE Developed Markets ETF$11,973,667$106,518 ▲0.9%226,7311.8%ETFPSAPublic Storage$10,476,465$86,600 ▲0.8%28,7921.6%FinanceVTVanguard Total World Stock ETF$8,512,447$8,977 ▲0.1%71,1151.3%ETFCRWDCrowdStrike$7,406,6520.0%26,4081.1%Computer and TechnologySLViShares Silver Trust$6,789,9900.0%239,0001.0%ETFVGSHVanguard Short-Term Treasury Index ETF$5,264,171$15,168 ▼-0.3%89,1930.8%ETFVWOVanguard FTSE Emerging Markets ETF$4,282,008$18,039 ▼-0.4%89,4880.6%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$3,712,3530.0%75,2860.6%ManufacturingAAPLApple$2,791,439$233 ▲0.0%11,9800.4%Computer and TechnologyMSFTMicrosoft$2,780,5990.0%6,4620.4%Computer and TechnologyBRK.BBerkshire Hathaway$2,699,885$12,887 ▲0.5%5,8660.4%FinanceKKRKKR & Co. Inc.$2,441,8460.0%18,7000.4%FinanceIVViShares Core S&P 500 ETF$2,226,5250.0%3,8600.3%ETFEFAiShares MSCI EAFE ETF$1,862,6910.0%22,2730.3%FinanceBUZZFEED INC$1,816,0060.0%681,4280.3%CL A NEWMETAMeta Platforms$1,624,088$572 ▲0.0%2,8370.2%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$1,600,5710.0%20,5070.2%ETFGILDGilead Sciences$981,9340.0%11,7120.1%MedicalIJRiShares Core S&P Small-Cap ETF$736,6140.0%6,2980.1%ETFNFLXNetflix$731,2570.0%1,0310.1%Consumer DiscretionaryBRK.ABerkshire Hathaway$691,1800.0%10.1%FinanceITGRInteger$688,3500.0%5,2950.1%MedicalVONVVanguard Russell 1000 Value$652,0570.0%7,8250.1%ETFCSCOCisco Systems$621,2900.0%11,6740.1%Computer and TechnologySCHOSchwab Short-Term U.S. Treasury ETF$614,036$15,282 ▲2.6%12,5360.1%ETFTSLATesla$588,6670.0%2,2500.1%Auto/Tires/TrucksMAMastercard$575,2770.0%1,1650.1%Business ServicesMELIMercadoLibre$545,8210.0%2660.1%Retail/WholesaleDHID.R. Horton$516,9870.0%2,7100.1%ConstructionFHBFirst Hawaiian$480,8020.0%20,7690.1%FinanceSGOLabrdn Physical Gold Shares ETF$445,103$1,257 ▼-0.3%17,7120.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$441,6550.0%7,6930.1%ETFCRLCharles River Laboratories International$319,8790.0%1,6240.0%MedicalESGUiShares ESG Aware MSCI USA ETF$319,4880.0%2,5320.0%ManufacturingACWIiShares MSCI ACWI ETF$297,4400.0%2,4880.0%ManufacturingGLDSPDR Gold Shares$292,8870.0%1,2050.0%FinanceCOSTCostco Wholesale$277,4810.0%3130.0%Retail/WholesaleAPOApollo Global Management$264,8090.0%2,1200.0%FinanceAMZNAmazon.com$264,589$279,495 ▼-51.4%1,4200.0%Retail/WholesaleVOOVanguard S&P 500 ETF$230,592$2,638 ▲1.2%4370.0%ETFGLDMSPDR Gold MiniShares Trust$220,771$220,771 ▲New Holding4,2350.0%FinanceUDMYUdemy$140,7200.0%18,9140.0%Computer and TechnologyCRGOFreightos$115,4810.0%80,1950.0%Business ServicesVTVVanguard Value ETF$0$1,434,867 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. 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