Seven Post Investment Office LP

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 31, 2024), Seven Post Investment Office LP reported 55 stock positions worth $661.7 million. Its top holding was Lennox International (LII) at 22.6% of the portfolio, followed by Intuit (INTU, 15.4%) and Vanguard Real Estate ETF (VNQ, 11.8%). Compared with Q2 2024, it opened 1 new position, sold out of 1, added to 16 and reduced 6. The biggest buy was Alphabet Class C (GOOG, shares +2852%) and the biggest sale iShares 0-1 Year Treasury Bo (SHV, shares −1%).

Most Recent 13F
Q2 2026
Location
San Francisco, CA
CIK
0001554308
Portfolio Value
$661.7M (Q3 2024)
SEC Filing
0001172661-24-004434 ↗ filed Oct 31, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $409.6M Q1 2024 Q2 2024: $539.9M Q2 2024 Q3 2024: $661.7M $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 · $661.7M
LII Lennox International Inc. 22.56% 247,076 $149.3M No change
INTU Intuit Inc. 15.35% 163,590 $101.6M No change
VNQ Vanguard Real Estate ETF 11.78% 800,175 $78.0M Add +2.1%
GOOGL Alphabet Inc. Class A 7.99% 318,809 $52.9M Add +460.0%
GOOG Alphabet Inc. Class C 6.78% 268,325 $44.9M Add +2852.2%
SPY SS SPDR S&P 500 ETF Trust-US 6.01% 69,343 $39.8M Add +1.0%
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 3.51% 311,861 $23.2M Add +1.0%
PLD Prologis Inc. 3.06% 160,371 $20.3M Add +0.7%
SHV iShares 0-1 Year Treasury Bo 2.62% 156,979 $17.4M Reduce -1.0%
VTI VG Morningstar TS MKT ETF-US 2.56% 59,879 $17.0M Add +0.2%
MATX Matson Inc. 2.09% 97,149 $13.9M Reduce -0.8%
ELS Equity Lifestyle Properties 2.02% 187,454 $13.4M Add +0.7%
VEA Vanguard Ftse Developed ETF 1.81% 226,731 $12.0M Add +0.9%
PSA Public Storage 1.58% 28,792 $10.5M Add +0.8%
VT Vanguard Tot World STK ETF 1.29% 71,115 $8.5M Add +0.1%
CRWD CrowdStrike Holdings Inc. Class A 1.12% 26,408 $7.4M No change
SLV iShares Silver Trust 1.03% 239,000 $6.8M No change
VGSH Vanguard Short-Term Treasury 0.80% 89,193 $5.3M Reduce -0.3%
VWO Vanguard Ftse Emerging Marke 0.65% 89,488 $4.3M Reduce -0.4%
VTIP Vanguard Short-Term Tips 0.56% 75,286 $3.7M No change
AAPL Apple Inc. 0.42% 11,980 $2.8M Add +0.0%
MSFT Microsoft Corp. 0.42% 6,462 $2.8M No change
BRK.B Berkshire Hathaway Inc. Class B 0.41% 5,866 $2.7M Add +0.5%
KKR KKR & Co. Inc. 0.37% 18,700 $2.4M No change
IVV iShares Core S&P 500 ETF 0.34% 3,860 $2.2M No change
EFA iShares MSCI Eafe ETF 0.28% 22,273 $1.9M No change
BZFD Buzzfeed Inc. 0.27% 681,428 $1.8M No change
META Meta Platforms Inc. Class A 0.25% 2,837 $1.6M Add +0.0%
IEFA iShares Core MSCI Eafe ETF 0.24% 20,507 $1.6M No change
GILD Gilead Sciences Inc. 0.15% 11,712 $982K No change
IJR iShares Core S&P Small-Cap E 0.11% 6,298 $737K No change
NFLX Netflix Inc. 0.11% 1,031 $731K No change
BRK.A Berkshire Hathaway Inc. Class A 0.10% 1 $691K No change
ITGR Integer Holdings Corp. 0.10% 5,295 $688K No change
VONV Vanguard Russell 1000 Value 0.10% 7,825 $652K No change
CSCO Cisco Systems Inc. 0.09% 11,674 $621K No change
SCHO Schwab Short-Term US Treas 0.09% 12,536 $614K Add +2.5%
TSLA Tesla Inc. 0.09% 2,250 $589K No change
MA Mastercard Inc. Class A 0.09% 1,165 $575K No change
MELI MercadoLibre Inc. 0.08% 266 $546K No change
DHI D.R. Horton Inc. 0.08% 2,710 $517K No change
FHB First Hawaiian Inc. 0.07% 20,769 $481K No change
SGOL Abrdn Physical Gold Shares 0.07% 17,712 $445K Reduce -0.3%
IEMG iShares Core MSCI Emerging 0.07% 7,693 $442K No change
CRL Charles River Laboratories 0.05% 1,624 $320K No change
ESGU iShares ESG Aware MSCI USA 0.05% 2,532 $319K No change
ACWI iShares MSCI Acwi ETF 0.04% 2,488 $297K No change
GLD SPDR Gold Shares 0.04% 1,205 $293K No change
COST Costco Wholesale Corp. 0.04% 313 $277K No change
APO Apollo Global Management Inc. 0.04% 2,120 $265K No change
AMZN Amazon.com Inc. 0.04% 1,420 $265K Reduce -51.4%
VOO Vanguard S&P 500 ETF 0.03% 437 $231K Add +1.2%
GLDM SPDR Gold Minishares Trust 0.03% 4,235 $221K New
UDMY Udemy Inc. 0.02% 18,914 $141K No change
CRGO Freightos Ltd. 0.02% 80,195 $115K No change

Portfolio Sells Q2 2024 → Q3 2024
SHV iShares 0-1 Year Treasury Bo Reduce -1.0% 2.62% −0.62
MATX Matson Inc. Reduce -0.8% 2.09% −0.28
VTV Vanguard Mrngstr Val ETF-Aui Sold out 0.00% −0.27
VGSH Vanguard Short-Term Treasury Reduce -0.3% 0.80% −0.17
VWO Vanguard Ftse Emerging Marke Reduce -0.4% 0.65% −0.08
AMZN Amazon.com Inc. Reduce -51.4% 0.04% −0.06
SGOL Abrdn Physical Gold Shares Reduce -0.3% 0.07% −0.01

Portfolio Buys Q2 2024 → Q3 2024
GOOG Alphabet Inc. Class C Add +2852.2% 6.78% +6.47
GOOGL Alphabet Inc. Class A Add +460.0% 7.99% +6.07
PSA Public Storage Add +0.8% 1.58% +0.06
GLDM SPDR Gold Minishares Trust New 0.03% +0.03
VOO Vanguard S&P 500 ETF Add +1.2% 0.03% −0.01
SCHO Schwab Short-Term US Treas Add +2.5% 0.09% −0.02
META Meta Platforms Inc. Class A Add +0.0% 0.25% −0.02
BRK.B Berkshire Hathaway Inc. Class B Add +0.5% 0.41% −0.03
AAPL Apple Inc. Add +0.0% 0.42% −0.05
VT Vanguard Tot World STK ETF Add +0.1% 1.29% −0.20
ELS Equity Lifestyle Properties Add +0.7% 2.02% −0.22
VEA Vanguard Ftse Developed ETF Add +0.9% 1.81% −0.25
PLD Prologis Inc. Add +0.7% 3.06% −0.25
VNQ Vanguard Real Estate ETF Add +2.1% 11.78% −0.38
VTI VG Morningstar TS MKT ETF-US Add +0.2% 2.56% −0.40
VMRK Vivmark Residential Add +1.0% 3.51% −0.46
SPY SS SPDR S&P 500 ETF Trust-US Add +1.0% 6.01% −0.91

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