Seven Post Investment Office LP Portfolio Holdings by Sector
Seven Post Investment Office LP
- $660 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VNQ SPY SHV VEA VT SLV VGSH VWO 22 stocks |
$185,549
28.13% of portfolio
|
7
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
LII 1 stocks |
$149,305
22.63% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU 1 stocks |
$101,589
15.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$99,356
15.06% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
EQR ELS 2 stocks |
$36,593
5.55% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD PSA 2 stocks |
$30,726
4.66% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$16,955
2.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
MATX 1 stocks |
$13,855
2.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
CRWD MSFT 2 stocks |
$10,186
1.54% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$3,389
0.51% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,790
0.42% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
KKR APO 2 stocks |
$2,705
0.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
GILD 1 stocks |
$981
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
MELI AMZN 2 stocks |
$809
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$731
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ITGR 1 stocks |
$688
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$621
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$588
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA 1 stocks |
$575
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$517
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FHB 1 stocks |
$480
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
CRL 1 stocks |
$319
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$277
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
UDMY 1 stocks |
$140
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|