Seven Post Investment Office LP

San Francisco, CA · CIK 1554308 · 13F filing filed 2024-08-05

SEC-registered investment adviser since 2011 · limited partnership

Assets managed$9.6bn
Staff22 · 14 in investment roles
Main clients (by assets)High net worth individuals 42%
Websitesevenpost.com
Form ADV · 2026-09-30SEC adviser record

Others nearbySan Francisco, CA

$539.9m reported value +31.8% vs Q1 2024

55positions

81.6%in top 10

4 new 14 added 9 reduced 4 sold out vs Q1 2024

Holdings, Q2 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	LENNOX INTL INC COM LII	LII	247,076	$132.2m24.48%	24.48%	Unchanged
2	INTUIT COM INTU	INTU	163,590	$107.5m19.91%	19.91%	New
3	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	783,594	$65.6m12.16%	12.16%	Reduced -1.0k	-1,014 -0.1%
4	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	68,653	$37.4m6.92%	6.92%	Added +544	+544 0.8%
5	EQUITY RESIDENTIAL SH BEN INT VMRK	VMRK	308,908	$21.4m3.97%	3.97%	Added +5.7k	+5,669 1.9%
6	PROLOGIS INC. COM PLD	PLD	159,301	$17.9m3.31%	3.31%	Added +1.2k	+1,208 0.8%
7	ISHARES TR SHORT TREAS BD SHV	SHV	158,584	$17.5m3.25%	3.25%	Added +42.0k	+41,954 36.0%
8	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	59,778	$16.0m2.96%	2.96%	Added +5.8k	+5,814 10.8%
9	MATSON INC COM MATX	MATX	97,965	$12.8m2.38%	2.38%	Added +191	+191 0.2%
10	EQUITY LIFESTYLE PPTYS INC COM ELS	ELS	186,095	$12.1m2.24%	2.24%	Added +1.4k	+1,411 0.8%
11	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	224,714	$11.1m2.06%	2.06%	Reduced -10.1k	-10,079 -4.3%
12	ALPHABET INC CAP STK CL A GOOGL	GOOGL	56,932	$10.4m1.92%	1.92%	Unchanged
13	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	26,408	$10.1m1.87%	1.87%	Unchanged
14	PUBLIC STORAGE COM PSA	PSA	28,554	$8.2m1.52%	1.52%	Reduced -395	-395 -1.4%
15	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	71,040	$8.0m1.48%	1.48%	Added +109	+109 0.1%
16	ISHARES SILVER TR ISHARES SLV	SLV	239,000	$6.4m1.18%	1.18%	Unchanged
17	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	89,450	$5.2m0.96%	0.96%	Added +6.0k	+5,980 7.2%
18	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	89,865	$3.9m0.73%	0.73%	Reduced -6.9k	-6,935 -7.2%
19	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	75,286	$3.7m0.68%	0.68%	Reduced -670	-670 -0.9%
20	MICROSOFT CORP COM MSFT	MSFT	6,462	$2.9m0.53%	0.53%	Added +4.4k	+4,400 213.4%
21	APPLE INC COM AAPL	AAPL	11,979	$2.5m0.47%	0.47%	Added +3	+3 0.0%
22	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	5,838	$2.4m0.44%	0.44%	Added +1.7k	+1,659 39.7%
23	ISHARES TR CORE S&P500 ETF IVV	IVV	3,860	$2.1m0.39%	0.39%	Unchanged
24	KKR & CO INC COM KKR	KKR	18,700	$2.0m0.36%	0.36%	Unchanged
25	BUZZFEED INC CL A NEW BZFD	BZFD	681,428	$1.9m0.35%	0.35%	New
26	ISHARES TR MSCI EAFE ETF EFA	EFA	22,273	$1.7m0.32%	0.32%	Unchanged
27	ALPHABET INC CAP STK CL C GOOG	GOOG	9,089	$1.7m0.31%	0.31%	Added +9	+9 0.1%
28	ISHARES TR CORE MSCI EAFE IEFA	IEFA	20,507	$1.5m0.28%	0.28%	Unchanged
29	VANGUARD INDEX FDS VALUE ETF VTV	VTV	8,945	$1.4m0.27%	0.27%	Unchanged
30	META PLATFORMS INC CL A META	META	2,836	$1.4m0.26%	0.26%	Unchanged
31	GILEAD SCIENCES INC COM GILD	GILD	11,712	$803.6k0.15%	0.15%	New
32	NETFLIX INC COM NFLX	NFLX	1,031	$695.8k0.13%	0.13%	Unchanged
33	ISHARES TR CORE S&P SCP ETF IJR	IJR	6,298	$671.7k0.12%	0.12%	Unchanged
34	INTEGER HLDGS CORP COM ITGR	ITGR	5,295	$613.1k0.11%	0.11%	Unchanged
35	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	1	$612.2k0.11%	0.11%	Unchanged
36	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	7,825	$599.2k0.11%	0.11%	Reduced -446	-446 -5.4%
37	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	12,224	$588.3k0.11%	0.11%	Added +21	+21 0.2%
38	AMAZON COM INC COM AMZN	AMZN	2,920	$564.3k0.10%	0.10%	Reduced -1.5k	-1,500 -33.9%
39	CISCO SYS INC COM CSCO	CSCO	11,674	$554.6k0.10%	0.10%	New
40	MASTERCARD INCORPORATED CL A MA	MA	1,165	$514.0k0.10%	0.10%	Unchanged
41	TESLA INC COM TSLA	TSLA	2,250	$445.2k0.08%	0.08%	Unchanged
42	MERCADOLIBRE INC COM MELI	MELI	266	$437.1k0.08%	0.08%	Unchanged
43	FIRST HAWAIIAN INC COM FHB	FHB	20,769	$431.2k0.08%	0.08%	Unchanged
44	ISHARES INC CORE MSCI EMKT IEMG	IEMG	7,693	$411.8k0.08%	0.08%	Unchanged
45	ETFS GOLD TR PHYSCL GOLD SHS SGOL	SGOL	17,762	$394.7k0.07%	0.07%	Reduced -1.4k	-1,396 -7.3%
46	D R HORTON INC COM DHI	DHI	2,710	$381.9k0.07%	0.07%	Unchanged
47	CHARLES RIV LABS INTL INC COM CRL	CRL	1,624	$335.5k0.06%	0.06%	Unchanged
48	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	2,532	$302.1k0.06%	0.06%	Unchanged
49	ISHARES TR MSCI ACWI ETF ACWI	ACWI	2,488	$279.7k0.05%	0.05%	Unchanged
50	COSTCO WHSL CORP NEW COM COST	COST	313	$266.0k0.05%	0.05%	Unchanged
51	SPDR GOLD TR GOLD SHS GLD	GLD	1,205	$259.1k0.05%	0.05%	Unchanged
52	APOLLO GLOBAL MGMT INC COM APO	APO	2,120	$250.3k0.05%	0.05%	Unchanged
53	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	432	$216.1k0.04%	0.04%	Reduced -57	-57 -11.7%
54	FREIGHTOS LTD ORD SHS CRGO	CRGO	80,195	$190.9k0.04%	0.04%	Unchanged
55	UDEMY INC COM UDMY	UDMY	18,914	$163.2k0.03%	0.03%	Unchanged

Sold out since Q1 2024

Security	Ticker	Shares held before	Value then
VANGUARD INDEX FDS VO	VO	10,415	$2.6m10.4k shares
VANGUARD INDEX FDS VB	VB	10,918	$2.5m10.9k shares
ARISTA NETWORKS INC		3,900	$1.1m3.9k shares
SHOPIFY INC SHOP	SHOP	4,900	$378.1k4.9k shares