13F COMBINATION REPORT
Seven Post Investment Office LP
Quarter ended Q2 2024 · Filed August 5, 2024 · Accession 0001172661-24-003084
Total Value
$539.9M
Positions
55
Other Managers
0
Confidential Omitted
No
Holdings (55)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LENNOX INTL INC | 526107107 | 247,076 | $132.2M | 24.48% |
| 2 | INTUIT | INTU | 163,590 | $107.5M | 19.91% |
| 3 | VANGUARD INDEX FDS | 922908553 | 783,594 | $65.6M | 12.16% |
| 4 | SPDR S&P 500 ETF TR | SPY | 68,653 | $37.4M | 6.92% |
| 5 | EQUITY RESIDENTIAL | EQR | 308,908 | $21.4M | 3.97% |
| 6 | PROLOGIS INC. | PLDGP | 159,301 | $17.9M | 3.31% |
| 7 | ISHARES TR | 464288679 | 158,584 | $17.5M | 3.25% |
| 8 | VANGUARD INDEX FDS | 922908769 | 59,778 | $16.0M | 2.96% |
| 9 | MATSON INC | MATX | 97,965 | $12.8M | 2.38% |
| 10 | EQUITY LIFESTYLE PPTYS INC | 29472R108 | 186,095 | $12.1M | 2.24% |
| 11 | VANGUARD TAX-MANAGED FDS | 921943858 | 224,714 | $11.1M | 2.06% |
| 12 | ALPHABET INC | GOOG | 56,932 | $10.4M | 1.92% |
| 13 | CROWDSTRIKE HLDGS INC | CRWD | 26,408 | $10.1M | 1.87% |
| 14 | PUBLIC STORAGE OPER CO | PSA-PS | 28,554 | $8.2M | 1.52% |
| 15 | VANGUARD INTL EQUITY INDEX F | 922042742 | 71,040 | $8.0M | 1.48% |
| 16 | ISHARES SILVER TR | SLV | 239,000 | $6.4M | 1.18% |
| 17 | VANGUARD SCOTTSDALE FDS | 92206C102 | 89,450 | $5.2M | 0.96% |
| 18 | VANGUARD INTL EQUITY INDEX F | 922042858 | 89,865 | $3.9M | 0.73% |
| 19 | VANGUARD MALVERN FDS | 922020805 | 75,286 | $3.7M | 0.68% |
| 20 | MICROSOFT CORP | MSFT | 6,462 | $2.9M | 0.53% |
| 21 | APPLE INC | AAPL | 11,979 | $2.5M | 0.47% |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,838 | $2.4M | 0.44% |
| 23 | ISHARES TR | 464287200 | 3,860 | $2.1M | 0.39% |
| 24 | KKR & CO INC | KKRT | 18,700 | $2.0M | 0.36% |
| 25 | BUZZFEED INC | BZFDW | 681,428 | $1.9M | 0.35% |
| 26 | ISHARES TR | 464287465 | 22,273 | $1.7M | 0.32% |
| 27 | ALPHABET INC | GOOG | 9,089 | $1.7M | 0.31% |
| 28 | ISHARES TR | 46432F842 | 20,507 | $1.5M | 0.28% |
| 29 | VANGUARD INDEX FDS | 922908744 | 8,945 | $1.4M | 0.27% |
| 30 | META PLATFORMS INC | META | 2,836 | $1.4M | 0.26% |
| 31 | GILEAD SCIENCES INC | GILD | 11,712 | $803,560 | 0.15% |
| 32 | NETFLIX INC | NFLX | 1,031 | $695,801 | 0.13% |
| 33 | ISHARES TR | 464287804 | 6,298 | $671,745 | 0.12% |
| 34 | INTEGER HLDGS CORP | ITGR | 5,295 | $613,108 | 0.11% |
| 35 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $612,241 | 0.11% |
| 36 | VANGUARD SCOTTSDALE FDS | 92206C714 | 7,825 | $599,160 | 0.11% |
| 37 | SCHWAB STRATEGIC TR | 808524862 | 12,224 | $588,342 | 0.11% |
| 38 | AMAZON COM INC | AMZN | 2,920 | $564,290 | 0.10% |
| 39 | CISCO SYS INC | CSCO | 11,674 | $554,632 | 0.10% |
| 40 | MASTERCARD INCORPORATED | MA | 1,165 | $513,951 | 0.10% |
| 41 | TESLA INC | TSLA | 2,250 | $445,230 | 0.08% |
| 42 | MERCADOLIBRE INC | MELI | 266 | $437,144 | 0.08% |
| 43 | FIRST HAWAIIAN INC | FHB | 20,769 | $431,164 | 0.08% |
| 44 | ISHARES INC | 46434G103 | 7,693 | $411,806 | 0.08% |
| 45 | ETFS GOLD TR | 00326A104 | 17,762 | $394,672 | 0.07% |
| 46 | D R HORTON INC | 23331A109 | 2,710 | $381,920 | 0.07% |
| 47 | CHARLES RIV LABS INTL INC | 159864107 | 1,624 | $335,486 | 0.06% |
| 48 | ISHARES TR | 46435G425 | 2,532 | $302,118 | 0.06% |
| 49 | ISHARES TR | 464288257 | 2,488 | $279,651 | 0.05% |
| 50 | COSTCO WHSL CORP NEW | 22160K105 | 313 | $266,047 | 0.05% |
| 51 | SPDR GOLD TR | GLD | 1,205 | $259,087 | 0.05% |
| 52 | APOLLO GLOBAL MGMT INC | 03769M106 | 2,120 | $250,308 | 0.05% |
| 53 | VANGUARD INDEX FDS | 922908363 | 432 | $216,056 | 0.04% |
| 54 | FREIGHTOS LTD | CRGOW | 80,195 | $190,864 | 0.04% |
| 55 | UDEMY INC | UDMY | 18,914 | $163,228 | 0.03% |