Seven Post Investment Office LP

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 5, 2024), Seven Post Investment Office LP reported 55 stock positions worth $539.9 million. Its top holding was Lennox International (LII) at 24.5% of the portfolio, followed by Intuit (INTU, 19.9%) and Vanguard Real Estate ETF (VNQ, 12.2%). Compared with Q1 2024, it opened 4 new positions, sold out of 4, added to 14 and reduced 9. The biggest buy was a new position in Intuit (INTU) and the biggest sale Vanguard Real Estate ETF (VNQ, shares −0%).

Most Recent 13F
Q2 2026
Location
San Francisco, CA
CIK
0001554308
Portfolio Value
$539.9M (Q2 2024)
SEC Filing
0001172661-24-003084 ↗ filed Aug 5, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $409.6M Q1 2024 Q2 2024: $539.9M $539.9M Q2 2024 Q3 2024: $661.7M Q3 2024 Q4 2024: $261.2M Q4 2024 Q1 2025: $261.8M Q1 2025 Q2 2025: $265.5M Q2 2025 Q3 2025: $277.6M Q3 2025 Q4 2025: $279.7M Q4 2025 Q1 2026: $309.5M Q1 2026 Q2 2026: $352.3M Q2 2026

Holdings 55 stocks · $539.9M
LII Lennox International Inc. 24.48% 247,076 $132.2M No change
INTU Intuit Inc. 19.91% 163,590 $107.5M New
VNQ Vanguard Real Estate ETF 12.16% 783,594 $65.6M Reduce -0.1%
SPY SS SPDR S&P 500 ETF Trust-US 6.92% 68,653 $37.4M Add +0.8%
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 3.97% 308,908 $21.4M Add +1.9%
PLD Prologis Inc. 3.31% 159,301 $17.9M Add +0.8%
SHV iShares 0-1 Year Treasury Bo 3.25% 158,584 $17.5M Add +36.0%
VTI VG Morningstar TS MKT ETF-US 2.96% 59,778 $16.0M Add +10.8%
MATX Matson Inc. 2.38% 97,965 $12.8M Add +0.2%
ELS Equity Lifestyle Properties 2.25% 186,095 $12.1M Add +0.8%
VEA Vanguard Ftse Developed ETF 2.06% 224,714 $11.1M Reduce -4.3%
GOOGL Alphabet Inc. Class A 1.92% 56,932 $10.4M No change
CRWD CrowdStrike Holdings Inc. Class A 1.87% 26,408 $10.1M No change
PSA Public Storage 1.52% 28,554 $8.2M Reduce -1.4%
VT Vanguard Tot World STK ETF 1.48% 71,040 $8.0M Add +0.1%
SLV iShares Silver Trust 1.18% 239,000 $6.4M No change
VGSH Vanguard Short-Term Treasury 0.96% 89,450 $5.2M Add +7.2%
VWO Vanguard Ftse Emerging Marke 0.73% 89,865 $3.9M Reduce -7.2%
VTIP Vanguard Short-Term Tips 0.68% 75,286 $3.7M Reduce -0.9%
MSFT Microsoft Corp. 0.54% 6,462 $2.9M Add +213.4%
AAPL Apple Inc. 0.47% 11,979 $2.5M Add +0.0%
BRK.B Berkshire Hathaway Inc. Class B 0.44% 5,838 $2.4M Add +39.7%
IVV iShares Core S&P 500 ETF 0.39% 3,860 $2.1M No change
KKR KKR & Co. Inc. 0.36% 18,700 $2.0M No change
BZFD Buzzfeed Inc. 0.35% 681,428 $1.9M New
EFA iShares MSCI Eafe ETF 0.32% 22,273 $1.7M No change
GOOG Alphabet Inc. Class C 0.31% 9,089 $1.7M Add +0.1%
IEFA iShares Core MSCI Eafe ETF 0.28% 20,507 $1.5M No change
VTV Vanguard Mrngstr Val ETF-Aui 0.27% 8,945 $1.4M No change
META Meta Platforms Inc. Class A 0.26% 2,836 $1.4M No change
GILD Gilead Sciences Inc. 0.15% 11,712 $804K New
NFLX Netflix Inc. 0.13% 1,031 $696K No change
IJR iShares Core S&P Small-Cap E 0.12% 6,298 $672K No change
ITGR Integer Holdings Corp. 0.11% 5,295 $613K No change
BRK.A Berkshire Hathaway Inc. Class A 0.11% 1 $612K No change
VONV Vanguard Russell 1000 Value 0.11% 7,825 $599K Reduce -5.4%
SCHO Schwab Short-Term US Treas 0.11% 12,224 $588K Add +0.2%
AMZN Amazon.com Inc. 0.10% 2,920 $564K Reduce -33.9%
CSCO Cisco Systems Inc. 0.10% 11,674 $555K New
MA Mastercard Inc. Class A 0.10% 1,165 $514K No change
TSLA Tesla Inc. 0.08% 2,250 $445K No change
MELI MercadoLibre Inc. 0.08% 266 $437K No change
FHB First Hawaiian Inc. 0.08% 20,769 $431K No change
IEMG iShares Core MSCI Emerging 0.08% 7,693 $412K No change
SGOL Abrdn Physical Gold Shares 0.07% 17,762 $395K Reduce -7.3%
DHI D.R. Horton Inc. 0.07% 2,710 $382K No change
CRL Charles River Laboratories 0.06% 1,624 $335K No change
ESGU iShares ESG Aware MSCI USA 0.06% 2,532 $302K No change
ACWI iShares MSCI Acwi ETF 0.05% 2,488 $280K No change
COST Costco Wholesale Corp. 0.05% 313 $266K No change
GLD SPDR Gold Shares 0.05% 1,205 $259K No change
APO Apollo Global Management Inc. 0.05% 2,120 $250K No change
VOO Vanguard S&P 500 ETF 0.04% 432 $216K Reduce -11.7%
CRGO Freightos Ltd. 0.04% 80,195 $191K No change
UDMY Udemy Inc. 0.03% 18,914 $163K No change

Portfolio Sells Q1 2024 → Q2 2024
VNQ Vanguard Real Estate ETF Reduce -0.1% 12.16% −4.41
VEA Vanguard Ftse Developed ETF Reduce -4.3% 2.06% −0.82
VO Vngrd Mrngstr MD-Cap ETF-Usd Sold out 0.00% −0.64
VB Vanguard Most SM-Cap ETF-Usd Sold out 0.00% −0.61
PSA Public Storage Reduce -1.4% 1.52% −0.53
ANET Arista Networks Inc. Sold out 0.00% −0.28
VWO Vanguard Ftse Emerging Marke Reduce -7.2% 0.73% −0.26
VTIP Vanguard Short-Term Tips Reduce -0.9% 0.68% −0.21
SHOP Shopify Inc. Class A Sold out 0.00% −0.09
AMZN Amazon.com Inc. Reduce -33.9% 0.10% −0.09
VONV Vanguard Russell 1000 Value Reduce -5.4% 0.11% −0.05
SGOL Abrdn Physical Gold Shares Reduce -7.3% 0.07% −0.03
VOO Vanguard S&P 500 ETF Reduce -11.7% 0.04% −0.02

Portfolio Buys Q1 2024 → Q2 2024
INTU Intuit Inc. New 19.91% +19.91
BZFD Buzzfeed Inc. New 0.35% +0.35
MSFT Microsoft Corp. Add +213.4% 0.54% +0.32
GILD Gilead Sciences Inc. New 0.15% +0.15
CSCO Cisco Systems Inc. New 0.10% +0.10
SHV iShares 0-1 Year Treasury Bo Add +36.0% 3.25% +0.10
BRK.B Berkshire Hathaway Inc. Class B Add +39.7% 0.44% +0.01
GOOG Alphabet Inc. Class C Add +0.1% 0.31% −0.03
AAPL Apple Inc. Add +0.0% 0.47% −0.03
SCHO Schwab Short-Term US Treas Add +0.2% 0.11% −0.03
VGSH Vanguard Short-Term Treasury Add +7.2% 0.96% −0.22
MATX Matson Inc. Add +0.2% 2.38% −0.31
VT Vanguard Tot World STK ETF Add +0.1% 1.48% −0.43
VTI VG Morningstar TS MKT ETF-US Add +10.8% 2.96% −0.46
ELS Equity Lifestyle Properties Add +0.8% 2.25% −0.66
VMRK Vivmark Residential Add +1.9% 3.97% −0.71
PLD Prologis Inc. Add +0.8% 3.31% −1.71
SPY SS SPDR S&P 500 ETF Trust-US Add +0.8% 6.92% −1.78

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 42$352.3MVNQ, SPY, VMRK, PLD, VTI
Q1 2026 36$309.5MVNQ, SPY, VMRK, PLD, BRK.A
Q4 2025 37$279.7MVNQ, SPY, VMRK, PLD, VTI
Q3 2025 33$277.6MVNQ, SPY, VMRK, VTI, PLD
Q2 2025 34$265.5MVNQ, SPY, VMRK, VTI, PLD
Q1 2025 33$261.8MVNQ, SPY, VMRK, SHV, PLD
Q4 2024 33$261.2MVNQ, SPY, VMRK, SHV, VTI
Q3 2024 55$661.7MLII, INTU, VNQ, GOOGL, GOOG
Q2 2024 55$539.9MLII, INTU, VNQ, SPY, VMRK
Q1 2024 55$409.6MLII, VNQ, SPY, PLD, VMRK