Seven Post Investment Office LP Portfolio Holdings

Seven Post Investment Office LP

  • $660 Million
  • Q3 2024

Seven Post Investment Office LP has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $660 Million distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Lennox International Inc with a value of $149M, Intuit Inc with a value of $102M, Vanguard Specialized Funds Van with a value of $78M, Alphabet Inc. with a value of $52.9M, and Alphabet Inc. with a value of $44.9M.

Examining the 13F form we can see an increase of $122M in the current position value, from $538M to 660M.

Seven Post Investment Office LP is based out at San Francisco, CA

Below you can find more details about Seven Post Investment Office LP portfolio as well as his latest detailed transactions.

Portfolio value $660 Million
ETFs: $203 Million
Industrials: $163 Million
Technology: $115 Million
Communication Services: $100 Million
Real Estate: $67.3 Million
Financial Services: $7.15 Million
Healthcare: $1.99 Million
Consumer Cyclical: $1.91 Million
Other: $417,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.3B
$149 Million 22.63% of portfolio
247,076
Q3 2021 Added 1.34%
$181B
$102 Million 15.4% of portfolio
163,590
Q2 2024 New
$0
$78 Million 11.82% of portfolio
800,175
Q3 2024 Added 2.12%
$1.14T
$52.9 Million 8.01% of portfolio
318,809
Q3 2024 Added 459.98%
$1.17T
$44.9 Million 6.8% of portfolio
268,325
Q3 2024 Added 2,852.19%
$0
$39.8 Million 6.03% of portfolio
69,343
Q3 2024 Added 1.01%
$27B
$23.2 Million 3.52% of portfolio
311,861
Q3 2024 Added 0.96%
$95.4B
$20.3 Million 3.07% of portfolio
160,371
Q3 2024 Added 0.67%
$0
$17.4 Million 2.63% of portfolio
156,979
Q3 2024 Reduced 1.01%
$0
$17 Million 2.57% of portfolio
59,879
Q3 2024 Added 0.17%
$5.34B
$13.9 Million 2.1% of portfolio
97,149
Q3 2024 Reduced 0.83%
$12.4B
$13.4 Million 2.03% of portfolio
187,454
Q3 2024 Added 0.73%
$0
$12 Million 1.81% of portfolio
226,731
Q3 2024 Added 0.9%
$52.2B
$10.5 Million 1.59% of portfolio
28,792
Q3 2024 Added 0.83%
$0
$8.51 Million 1.29% of portfolio
71,115
Q3 2024 Added 0.11%
$77.8B
$7.41 Million 1.12% of portfolio
26,408
Q1 2022 Reduced 28.16%
$0
$5.26 Million 0.8% of portfolio
89,193
Q3 2024 Reduced 0.29%
$0
$4.28 Million 0.65% of portfolio
89,488
Q3 2024 Reduced 0.42%
$0
$3.71 Million 0.56% of portfolio
75,286
Q2 2024 Reduced 0.88%
$4.09T
$2.79 Million 0.42% of portfolio
11,980
Q3 2024 Added 0.01%
$3.25T
$2.78 Million 0.42% of portfolio
6,462
Q2 2024 Added 213.39%
$590B
$2.7 Million 0.41% of portfolio
5,866
Q3 2024 Added 0.48%
$127B
$2.44 Million 0.37% of portfolio
18,700
N/A
$0
$2.23 Million 0.34% of portfolio
3,860
Q2 2023 New
$0
$1.86 Million 0.28% of portfolio
22,273
Q1 2024 Reduced 15.52%
$1.32T
$1.62 Million 0.25% of portfolio
2,837
Q3 2024 Added 0.04%
$0
$1.6 Million 0.24% of portfolio
20,507
Q4 2023 Reduced 0.87%
$116B
$981,000 0.15% of portfolio
11,712
Q2 2024 New
$0
$736,000 0.11% of portfolio
6,298
Q4 2023 Reduced 28.6%
$405B
$731,000 0.11% of portfolio
1,031
Q3 2022 New
$409B
$690,000 0.1% of portfolio
1
Q3 2018 New
$4.43B
$688,000 0.1% of portfolio
5,295
Q4 2022 Reduced 26.36%
$0
$652,000 0.1% of portfolio
7,825
Q2 2024 Reduced 5.39%
$240B
$621,000 0.09% of portfolio
11,674
Q2 2024 New
$504B
$575,000 0.09% of portfolio
1,165
N/A
$1.33T
$588,000 0.09% of portfolio
2,250
Q3 2022 Added 200.0%
$0
$614,000 0.09% of portfolio
12,536
Q3 2024 Added 2.55%
$86.6B
$545,000 0.08% of portfolio
266
Q3 2022 New
$48.5B
$517,000 0.08% of portfolio
2,710
Q4 2022 New
$3.25B
$480,000 0.07% of portfolio
20,769
Q4 2022 New
$3.63B
$445,000 0.07% of portfolio
17,712
Q3 2024 Reduced 0.28%
$0
$412,000 0.06% of portfolio
7,693
Q1 2023 Reduced 58.66%
$0
$297,000 0.05% of portfolio
2,488
Q4 2022 New
$0
$319,000 0.05% of portfolio
2,532
Q1 2022 New
$9.45B
$319,000 0.05% of portfolio
1,624
Q4 2022 Reduced 55.19%
$2.29T
$264,000 0.04% of portfolio
1,420
Q3 2024 Reduced 51.37%
$103B
$264,000 0.04% of portfolio
2,120
Q1 2024 New
$422B
$277,000 0.04% of portfolio
313
Q4 2023 New
$83.5B
$292,000 0.04% of portfolio
1,205
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $660 Million
  • Prior Value $538 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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