13F COMBINATION REPORT
Seven Post Investment Office LP
Quarter ended Q1 2023 · Filed January 31, 2023 · Accession 0001172661-23-000367
Total Value
$284.4M
Positions
55
Other Managers
0
Confidential Omitted
No
Holdings (55)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908553 | 752,486 | $62.1M | 21.82% |
| 2 | LENNOX INTL INC | 526107107 | 247,076 | $59.1M | 20.78% |
| 3 | SPDR S&P 500 ETF TR | SPY | 67,697 | $25.9M | 9.10% |
| 4 | PROLOGIS INC. | PLDGP | 154,127 | $17.4M | 6.11% |
| 5 | EQUITY RESIDENTIAL | EQR | 287,505 | $17.0M | 5.96% |
| 6 | EQUITY LIFESTYLE PPTYS INC | 29472R108 | 181,050 | $11.7M | 4.11% |
| 7 | VANGUARD TAX-MANAGED FDS | 921943858 | 270,201 | $11.3M | 3.99% |
| 8 | VANGUARD INDEX FDS | 922908769 | 55,869 | $10.7M | 3.76% |
| 9 | PUBLIC STORAGE | PSA-PS | 26,875 | $7.5M | 2.65% |
| 10 | MATSON INC | MATX | 106,240 | $6.6M | 2.33% |
| 11 | VANGUARD INTL EQUITY INDEX F | 922042742 | 73,555 | $6.3M | 2.23% |
| 12 | VANGUARD SCOTTSDALE FDS | 92206C102 | 89,932 | $5.2M | 1.83% |
| 13 | VANGUARD MALVERN FDS | 922020805 | 108,981 | $5.1M | 1.79% |
| 14 | SALESFORCE INC | CRM | 34,629 | $4.6M | 1.61% |
| 15 | VANGUARD INTL EQUITY INDEX F | 922042858 | 103,743 | $4.0M | 1.42% |
| 16 | SCHWAB STRATEGIC TR | 808524862 | 60,874 | $2.9M | 1.03% |
| 17 | CROWDSTRIKE HLDGS INC | CRWD | 26,408 | $2.8M | 0.98% |
| 18 | VANGUARD INDEX FDS | 922908629 | 10,415 | $2.1M | 0.75% |
| 19 | VANGUARD INDEX FDS | 922908751 | 10,918 | $2.0M | 0.70% |
| 20 | APPLE INC | AAPL | 13,694 | $1.8M | 0.63% |
| 21 | ISHARES TR | 464287465 | 26,365 | $1.7M | 0.61% |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4,303 | $1.3M | 0.47% |
| 23 | VANGUARD INDEX FDS | 922908744 | 8,945 | $1.3M | 0.44% |
| 24 | ISHARES INC | 46434G103 | 18,611 | $869,134 | 0.31% |
| 25 | KKR & CO INC | KKRT | 18,700 | $868,054 | 0.31% |
| 26 | ISHARES TR | 464287804 | 8,821 | $834,819 | 0.29% |
| 27 | ALPHABET INC | GOOG | 9,280 | $823,415 | 0.29% |
| 28 | ISHARES TR | 46432F842 | 12,001 | $739,742 | 0.26% |
| 29 | BLACKSTONE INC | BX | 9,323 | $691,674 | 0.24% |
| 30 | UBER TECHNOLOGIES INC | UBER | 25,000 | $618,250 | 0.22% |
| 31 | ARISTA NETWORKS INC | ANET | 4,900 | $594,615 | 0.21% |
| 32 | VANGUARD SCOTTSDALE FDS | 92206C714 | 8,271 | $550,683 | 0.19% |
| 33 | FIRST HAWAIIAN INC | FHB | 20,769 | $540,825 | 0.19% |
| 34 | ABRDN GOLD ETF TRUST | 00326A104 | 28,726 | $501,843 | 0.18% |
| 35 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $468,711 | 0.16% |
| 36 | MICROSOFT CORP | MSFT | 1,937 | $464,531 | 0.16% |
| 37 | SPDR S&P MIDCAP 400 ETF TR | MDY | 1,021 | $452,089 | 0.16% |
| 38 | MASTERCARD INCORPORATED | MA | 1,165 | $405,105 | 0.14% |
| 39 | META PLATFORMS INC | META | 3,035 | $365,232 | 0.13% |
| 40 | INTEGER HLDGS CORP | ITGR | 5,295 | $362,496 | 0.13% |
| 41 | AMAZON COM INC | AMZN | 4,220 | $354,480 | 0.12% |
| 42 | CHARLES RIV LABS INTL INC | 159864107 | 1,624 | $353,870 | 0.12% |
| 43 | CROWDSTRIKE HLDGS INC | CRWD | 3,000 | $315,870 | 0.11% |
| 44 | NETFLIX INC | NFLX | 1,031 | $304,021 | 0.11% |
| 45 | DISNEY WALT CO | 254687106 | 3,324 | $288,789 | 0.10% |
| 46 | TESLA INC | TSLA | 2,250 | $277,155 | 0.10% |
| 47 | ALIBABA GROUP HLDG LTD | BBAAY | 2,870 | $252,819 | 0.09% |
| 48 | D R HORTON INC | 23331A109 | 2,710 | $241,569 | 0.08% |
| 49 | MERCADOLIBRE INC | MELI | 266 | $225,100 | 0.08% |
| 50 | ISHARES TR | 46435G425 | 2,532 | $214,587 | 0.08% |
| 51 | BLACKROCK INC | BLK | 300 | $212,589 | 0.07% |
| 52 | ISHARES TR | 464288257 | 2,488 | $211,181 | 0.07% |
| 53 | SPDR GOLD TR | GLD | 1,205 | $204,416 | 0.07% |
| 54 | NIKE INC | NKE | 1,740 | $203,597 | 0.07% |
| 55 | SUMO LOGIC INC | 86646P103 | 17,000 | $137,700 | 0.05% |