Seven Post Investment Office Lp Top Holdings and 13F Report (2024) → Biden FINISHED On June 13th? (From Paradigm Press) (Ad) About Seven Post Investment Office LpInvestment ActivitySeven Post Investment Office Lp has $409.55 million in total holdings as of March 31, 2024.Seven Post Investment Office Lp owns shares of 55 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 0.97% of the portfolio was purchased this quarter.About 2.60% of the portfolio was sold this quarter.This quarter, Seven Post Investment Office Lp has purchased 52 new stocks and bought additional shares in 13 stocks.Seven Post Investment Office Lp sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings Lennox International $120,760,866Vanguard Real Estate ETF $67,852,862SPDR S&P 500 ETF Trust $35,625,880Prologis $20,586,819Equity Residential $19,137,392 Largest New Holdings this Quarter Apollo Global Management $238,394 HoldingVanguard S&P 500 ETF $235,062 HoldingUdemy $207,676 Holding Largest Purchases this Quarter iShares Short Treasury Bond ETF 13,526 shares (about $1.50M)Vanguard Real Estate ETF 7,814 shares (about $675.75K)Vanguard FTSE Developed Markets ETF 6,353 shares (about $318.73K)Apollo Global Management 2,120 shares (about $238.39K)Vanguard S&P 500 ETF 489 shares (about $235.06K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 9,525 shares (about $4.98M)Vanguard Total Stock Market ETF 16,876 shares (about $4.39M)Microsoft 1,106 shares (about $465.32K)iShares MSCI EAFE ETF 4,092 shares (about $326.79K)Apple 950 shares (about $162.91K) 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$120,760,8660.0%247,07629.5%ConstructionVNQVanguard Real Estate ETF$67,852,862$675,754 ▲1.0%784,60816.6%ETFSPYSPDR S&P 500 ETF Trust$35,625,880$4,982,256 ▼-12.3%68,1098.7%FinancePLDPrologis$20,586,819$136,210 ▲0.7%158,0935.0%FinanceEQREquity Residential$19,137,392$200,563 ▲1.1%303,2394.7%FinanceVTIVanguard Total Stock Market ETF$14,025,129$4,386,037 ▼-23.8%53,9643.4%ETFSHViShares Short Treasury Bond ETF$12,892,284$1,495,164 ▲13.1%116,6303.1%ETFELSEquity LifeStyle Properties$11,893,662$74,962 ▲0.6%184,6842.9%FinanceVEAVanguard FTSE Developed Markets ETF$11,779,589$318,731 ▲2.8%234,7932.9%ETFMATXMatson$10,989,760$24,391 ▲0.2%97,7742.7%TransportationGOOGLAlphabet$8,592,7470.0%56,9322.1%Computer and TechnologyCRWDCrowdStrike$8,466,1410.0%26,4082.1%Computer and TechnologyPSAPublic Storage$8,397,009$89,339 ▲1.1%28,9492.1%FinanceVTVanguard Total World Stock ETF$7,837,882$107,075 ▼-1.3%70,9311.9%ETFSLViShares Silver Trust$5,437,2500.0%239,0001.3%ETFVGSHVanguard Short-Term Treasury Index ETF$4,847,103$198,251 ▲4.3%83,4701.2%ETFVWOVanguard FTSE Emerging Markets ETF$4,043,316$33,959 ▲0.8%96,8001.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$3,637,533$21,024 ▼-0.6%75,9560.9%ManufacturingVOVanguard Mid-Cap ETF$2,602,2920.0%10,4150.6%ETFVBVanguard Small-Cap ETF$2,495,7460.0%10,9180.6%ETFAAPLApple$2,053,719$162,912 ▼-7.3%11,9760.5%Computer and TechnologyIVViShares Core S&P 500 ETF$2,029,3180.0%3,8600.5%ETFKKRKKR & Co. Inc.$1,880,8460.0%18,7000.5%FinanceEFAiShares MSCI EAFE ETF$1,778,722$326,787 ▼-15.5%22,2730.4%FinanceBRK.BBerkshire Hathaway$1,757,353$4,626 ▲0.3%4,1790.4%FinanceIEFAiShares Core MSCI EAFE ETF$1,522,0300.0%20,5070.4%ETFVTVVanguard Value ETF$1,456,7830.0%8,9450.4%ETFGOOGAlphabet$1,382,5210.0%9,0800.3%Computer and TechnologyMETAMeta Platforms$1,376,980$486 ▲0.0%2,8360.3%Computer and TechnologyANETArista Networks$1,130,9220.0%3,9000.3%Computer and TechnologyMSFTMicrosoft$867,525$465,317 ▼-34.9%2,0620.2%Computer and TechnologyAMZNAmazon.com$797,280$36,076 ▲4.7%4,4200.2%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$696,0550.0%6,2980.2%ETFVONVVanguard Russell 1000 Value$650,4310.0%8,2710.2%ETFBRK.ABerkshire Hathaway$634,4400.0%10.2%FinanceNFLXNetflix$626,1570.0%1,0310.2%Consumer DiscretionaryITGRInteger$617,8210.0%5,2950.2%MedicalSCHOSchwab Short-Term U.S. Treasury ETF$588,290$64,262 ▼-9.8%12,2030.1%ETFMAMastercard$561,0290.0%1,1650.1%Business ServicesFHBFirst Hawaiian$456,0870.0%20,7690.1%FinanceDHID.R. Horton$445,9300.0%2,7100.1%ConstructionCRLCharles River Laboratories International$440,0230.0%1,6240.1%MedicalSGOLabrdn Physical Gold Shares ETF$406,916$123,341 ▼-23.3%19,1580.1%ETFMELIMercadoLibre$402,1810.0%2660.1%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$396,9590.0%7,6930.1%ETFTSLATesla$395,5270.0%2,2500.1%Auto/Tires/TrucksSHOPShopify$378,1330.0%4,9000.1%Computer and TechnologyESGUiShares ESG Aware MSCI USA ETF$291,0790.0%2,5320.1%ManufacturingACWIiShares MSCI ACWI ETF$274,0030.0%2,4880.1%ManufacturingGLDSPDR Gold Shares$247,8930.0%1,2050.1%FinanceAPOApollo Global Management$238,394$238,394 ▲New Holding2,1200.1%FinanceVOOVanguard S&P 500 ETF$235,062$235,062 ▲New Holding4890.1%ETFCOSTCostco Wholesale$229,3130.0%3130.1%Retail/WholesaleUDMYUdemy$207,676$207,676 ▲New Holding18,9140.1%Computer and TechnologyCRGOFreightos$196,4780.0%80,1950.0%Business ServicesShowing largest 100 holdings. View all holdings. 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