13F COMBINATION REPORT
Seven Post Investment Office LP
Quarter ended Q3 2024 · Filed October 31, 2024 · Accession 0001172661-24-004434
Total Value
$661.7M
Positions
55
Other Managers
0
Confidential Omitted
No
Holdings (55)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LENNOX INTL INC | 526107107 | 247,076 | $149.3M | 22.56% |
| 2 | INTUIT | INTU | 163,590 | $101.6M | 15.35% |
| 3 | VANGUARD INDEX FDS | 922908553 | 800,175 | $78.0M | 11.78% |
| 4 | ALPHABET INC | GOOG | 318,809 | $52.9M | 7.99% |
| 5 | ALPHABET INC | GOOG | 268,325 | $44.9M | 6.78% |
| 6 | SPDR S&P 500 ETF TR | SPY | 69,343 | $39.8M | 6.01% |
| 7 | EQUITY RESIDENTIAL | EQR | 311,861 | $23.2M | 3.51% |
| 8 | PROLOGIS INC. | PLDGP | 160,371 | $20.3M | 3.06% |
| 9 | ISHARES TR | 464288679 | 156,979 | $17.4M | 2.62% |
| 10 | VANGUARD INDEX FDS | 922908769 | 59,879 | $17.0M | 2.56% |
| 11 | MATSON INC | MATX | 97,149 | $13.9M | 2.09% |
| 12 | EQUITY LIFESTYLE PPTYS INC | 29472R108 | 187,454 | $13.4M | 2.02% |
| 13 | VANGUARD TAX-MANAGED FDS | 921943858 | 226,731 | $12.0M | 1.81% |
| 14 | PUBLIC STORAGE OPER CO | PSA-PS | 28,792 | $10.5M | 1.58% |
| 15 | VANGUARD INTL EQUITY INDEX F | 922042742 | 71,115 | $8.5M | 1.29% |
| 16 | CROWDSTRIKE HLDGS INC | CRWD | 26,408 | $7.4M | 1.12% |
| 17 | ISHARES SILVER TR | SLV | 239,000 | $6.8M | 1.03% |
| 18 | VANGUARD SCOTTSDALE FDS | 92206C102 | 89,193 | $5.3M | 0.80% |
| 19 | VANGUARD INTL EQUITY INDEX F | 922042858 | 89,488 | $4.3M | 0.65% |
| 20 | VANGUARD MALVERN FDS | 922020805 | 75,286 | $3.7M | 0.56% |
| 21 | APPLE INC | AAPL | 11,980 | $2.8M | 0.42% |
| 22 | MICROSOFT CORP | MSFT | 6,462 | $2.8M | 0.42% |
| 23 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,866 | $2.7M | 0.41% |
| 24 | KKR & CO INC | KKRT | 18,700 | $2.4M | 0.37% |
| 25 | ISHARES TR | 464287200 | 3,860 | $2.2M | 0.34% |
| 26 | ISHARES TR | 464287465 | 22,273 | $1.9M | 0.28% |
| 27 | BUZZFEED INC | BZFDW | 681,428 | $1.8M | 0.27% |
| 28 | META PLATFORMS INC | META | 2,837 | $1.6M | 0.25% |
| 29 | ISHARES TR | 46432F842 | 20,507 | $1.6M | 0.24% |
| 30 | GILEAD SCIENCES INC | GILD | 11,712 | $981,934 | 0.15% |
| 31 | ISHARES TR | 464287804 | 6,298 | $736,614 | 0.11% |
| 32 | NETFLIX INC | NFLX | 1,031 | $731,257 | 0.11% |
| 33 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $691,180 | 0.10% |
| 34 | INTEGER HLDGS CORP | ITGR | 5,295 | $688,350 | 0.10% |
| 35 | VANGUARD SCOTTSDALE FDS | 92206C714 | 7,825 | $652,057 | 0.10% |
| 36 | CISCO SYS INC | CSCO | 11,674 | $621,290 | 0.09% |
| 37 | SCHWAB STRATEGIC TR | 808524862 | 12,536 | $614,036 | 0.09% |
| 38 | TESLA INC | TSLA | 2,250 | $588,667 | 0.09% |
| 39 | MASTERCARD INCORPORATED | MA | 1,165 | $575,277 | 0.09% |
| 40 | MERCADOLIBRE INC | MELI | 266 | $545,821 | 0.08% |
| 41 | D R HORTON INC | 23331A109 | 2,710 | $516,987 | 0.08% |
| 42 | FIRST HAWAIIAN INC | FHB | 20,769 | $480,802 | 0.07% |
| 43 | ETFS GOLD TR | 00326A104 | 17,712 | $445,103 | 0.07% |
| 44 | ISHARES INC | 46434G103 | 7,693 | $441,655 | 0.07% |
| 45 | CHARLES RIV LABS INTL INC | 159864107 | 1,624 | $319,879 | 0.05% |
| 46 | ISHARES TR | 46435G425 | 2,532 | $319,488 | 0.05% |
| 47 | ISHARES TR | 464288257 | 2,488 | $297,440 | 0.04% |
| 48 | SPDR GOLD TR | GLD | 1,205 | $292,887 | 0.04% |
| 49 | COSTCO WHSL CORP NEW | 22160K105 | 313 | $277,481 | 0.04% |
| 50 | APOLLO GLOBAL MGMT INC | 03769M106 | 2,120 | $264,809 | 0.04% |
| 51 | AMAZON COM INC | AMZN | 1,420 | $264,589 | 0.04% |
| 52 | VANGUARD INDEX FDS | 922908363 | 437 | $230,592 | 0.03% |
| 53 | WORLD GOLD TR | GLDW | 4,235 | $220,771 | 0.03% |
| 54 | UDEMY INC | UDMY | 18,914 | $140,720 | 0.02% |
| 55 | FREIGHTOS LTD | CRGOW | 80,195 | $115,481 | 0.02% |