13F COMBINATION REPORT
Seven Post Investment Office LP
Quarter ended Q1 2024 · Filed April 25, 2024 · Accession 0001172661-24-001931
Total Value
$409.6M
Positions
55
Other Managers
0
Confidential Omitted
No
Holdings (55)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LENNOX INTL INC | 526107107 | 247,076 | $120.8M | 29.49% |
| 2 | VANGUARD INDEX FDS | 922908553 | 784,608 | $67.9M | 16.57% |
| 3 | SPDR S&P 500 ETF TR | SPY | 68,109 | $35.6M | 8.70% |
| 4 | PROLOGIS INC. | PLDGP | 158,093 | $20.6M | 5.03% |
| 5 | EQUITY RESIDENTIAL | EQR | 303,239 | $19.1M | 4.67% |
| 6 | VANGUARD INDEX FDS | 922908769 | 53,964 | $14.0M | 3.42% |
| 7 | ISHARES TR | 464288679 | 116,630 | $12.9M | 3.15% |
| 8 | EQUITY LIFESTYLE PPTYS INC | 29472R108 | 184,684 | $11.9M | 2.90% |
| 9 | VANGUARD TAX-MANAGED FDS | 921943858 | 234,793 | $11.8M | 2.88% |
| 10 | MATSON INC | MATX | 97,774 | $11.0M | 2.68% |
| 11 | ALPHABET INC | GOOG | 56,932 | $8.6M | 2.10% |
| 12 | CROWDSTRIKE HLDGS INC | CRWD | 26,408 | $8.5M | 2.07% |
| 13 | PUBLIC STORAGE | PSA-PS | 28,949 | $8.4M | 2.05% |
| 14 | VANGUARD INTL EQUITY INDEX F | 922042742 | 70,931 | $7.8M | 1.91% |
| 15 | ISHARES SILVER TR | SLV | 239,000 | $5.4M | 1.33% |
| 16 | VANGUARD SCOTTSDALE FDS | 92206C102 | 83,470 | $4.8M | 1.18% |
| 17 | VANGUARD INTL EQUITY INDEX F | 922042858 | 96,800 | $4.0M | 0.99% |
| 18 | VANGUARD MALVERN FDS | 922020805 | 75,956 | $3.6M | 0.89% |
| 19 | VANGUARD INDEX FDS | 922908629 | 10,415 | $2.6M | 0.64% |
| 20 | VANGUARD INDEX FDS | 922908751 | 10,918 | $2.5M | 0.61% |
| 21 | APPLE INC | AAPL | 11,976 | $2.1M | 0.50% |
| 22 | ISHARES TR | 464287200 | 3,860 | $2.0M | 0.50% |
| 23 | KKR & CO INC | KKRT | 18,700 | $1.9M | 0.46% |
| 24 | ISHARES TR | 464287465 | 22,273 | $1.8M | 0.43% |
| 25 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4,179 | $1.8M | 0.43% |
| 26 | ISHARES TR | 46432F842 | 20,507 | $1.5M | 0.37% |
| 27 | VANGUARD INDEX FDS | 922908744 | 8,945 | $1.5M | 0.36% |
| 28 | ALPHABET INC | GOOG | 9,080 | $1.4M | 0.34% |
| 29 | META PLATFORMS INC | META | 2,836 | $1.4M | 0.34% |
| 30 | ARISTA NETWORKS INC | ANET | 3,900 | $1.1M | 0.28% |
| 31 | MICROSOFT CORP | MSFT | 2,062 | $867,525 | 0.21% |
| 32 | AMAZON COM INC | AMZN | 4,420 | $797,280 | 0.19% |
| 33 | ISHARES TR | 464287804 | 6,298 | $696,055 | 0.17% |
| 34 | VANGUARD SCOTTSDALE FDS | 92206C714 | 8,271 | $650,431 | 0.16% |
| 35 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $634,440 | 0.15% |
| 36 | NETFLIX INC | NFLX | 1,031 | $626,157 | 0.15% |
| 37 | INTEGER HLDGS CORP | ITGR | 5,295 | $617,821 | 0.15% |
| 38 | SCHWAB STRATEGIC TR | 808524862 | 12,203 | $588,290 | 0.14% |
| 39 | MASTERCARD INCORPORATED | MA | 1,165 | $561,029 | 0.14% |
| 40 | FIRST HAWAIIAN INC | FHB | 20,769 | $456,087 | 0.11% |
| 41 | D R HORTON INC | 23331A109 | 2,710 | $445,930 | 0.11% |
| 42 | CHARLES RIV LABS INTL INC | 159864107 | 1,624 | $440,023 | 0.11% |
| 43 | ABRDN GOLD ETF TRUST | 00326A104 | 19,158 | $406,916 | 0.10% |
| 44 | MERCADOLIBRE INC | MELI | 266 | $402,181 | 0.10% |
| 45 | ISHARES INC | 46434G103 | 7,693 | $396,959 | 0.10% |
| 46 | TESLA INC | TSLA | 2,250 | $395,527 | 0.10% |
| 47 | SHOPIFY INC | SHOP | 4,900 | $378,133 | 0.09% |
| 48 | ISHARES TR | 46435G425 | 2,532 | $291,079 | 0.07% |
| 49 | ISHARES TR | 464288257 | 2,488 | $274,003 | 0.07% |
| 50 | SPDR GOLD TR | GLD | 1,205 | $247,893 | 0.06% |
| 51 | APOLLO GLOBAL MGMT INC | 03769M106 | 2,120 | $238,394 | 0.06% |
| 52 | VANGUARD INDEX FDS | 922908363 | 489 | $235,062 | 0.06% |
| 53 | COSTCO WHSL CORP NEW | 22160K105 | 313 | $229,313 | 0.06% |
| 54 | UDEMY INC | UDMY | 18,914 | $207,676 | 0.05% |
| 55 | FREIGHTOS LTD | CRGOW | 80,195 | $196,478 | 0.05% |