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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6B
$13.9 Million 2.1% of portfolio
97,149
Q3 2024 Reduced 0.83%
$4.58B
$688,000 0.1% of portfolio
5,295
Q4 2022 Reduced 26.36%
$3.56B
$480,000 0.07% of portfolio
20,769
Q4 2022 New
$9.96B
$319,000 0.05% of portfolio
1,624
Q4 2022 Reduced 55.19%

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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