$122 Million is the total value of Seven Post Investment Office LP's 8 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $61,735,000 | +10.4% | 1,510,525 | +8.1% | 50.58% | +1.8% |
| ALEX | Buy | ALEXANDER & BALDWIN INC NEW | $21,690,000 | +10.1% | 502,327 | +0.1% | 17.77% | +1.5% |
| IEMG | Buy | ISHARES INCcore msci emkt | $14,852,000 | +12.7% | 307,304 | +9.6% | 12.17% | +3.8% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $7,785,000 | +2.5% | 37,714 | +2.1% | 6.38% | -5.5% |
| MATX | Buy | MATSON INC | $5,254,000 | +40.2% | 124,625 | +14.8% | 4.30% | +29.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | 45 | Q2 2024 | 73.4% |
| US Large-Cap (S&P 500 Index) | 45 | Q2 2024 | 41.4% |
| VANGUARD TAX-MANAGED INTL FD | 45 | Q2 2024 | 27.3% |
| VANGUARD INTL EQUITY INDEX F | 45 | Q2 2024 | 14.5% |
| ISHARES TR | 45 | Q2 2024 | 8.3% |
| MATSON INC | 29 | Q2 2024 | 5.7% |
| LENNOX INTL INC | 24 | Q2 2024 | 59.3% |
| APPLE INC | 24 | Q2 2024 | 1.2% |
| CHARLES RIV LABS INTL INC | 24 | Q2 2024 | 0.5% |
| Integer Holdings Corp | 24 | Q2 2024 | 0.5% |
View Seven Post Investment Office LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-05 |
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-08 |
View Seven Post Investment Office LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.