Seven Post Investment Office LP Portfolio Holdings by Sector
Seven Post Investment Office LP
- $538 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VNQ SPY SHV VEA VT SLV VGSH VWO 22 stocks |
$169,245
31.47% of portfolio
|
  5  
|
  7  
|
- | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
LII 1 stocks |
$132,180
24.58% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
INTU 1 stocks |
$107,512
19.99% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Residential | Real Estate
EQR ELS 2 stocks |
$33,539
6.24% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PLD PSA 2 stocks |
$26,104
4.85% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$15,991
2.97% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$13,466
2.5% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
CRWD MSFT 2 stocks |
$13,007
2.42% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Marine Shipping | Industrials
MATX 1 stocks |
$12,830
2.39% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$2,986
0.56% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,523
0.47% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
KKR APO 2 stocks |
$2,217
0.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$1,001
0.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
GILD 1 stocks |
$803
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$695
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ITGR 1 stocks |
$613
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$554
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA 1 stocks |
$513
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$445
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
FHB 1 stocks |
$431
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$381
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
CRL 1 stocks |
$335
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$266
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Education & Training Services | Consumer Defensive
UDMY 1 stocks |
$163
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|