$129 Million is the total value of Seven Post Investment Office LP's 21 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | New | SPDR S&P 500 ETF TRput | $9,147,000 | – | 36,600 | +100.0% | 7.11% | – |
| PFPT | New | PROOFPOINT INC | $6,595,000 | – | 78,693 | +100.0% | 5.13% | – |
| PAA | New | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $1,154,000 | – | 57,600 | +100.0% | 0.90% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $815,000 | – | 33,140 | +100.0% | 0.63% | – |
| KMI | New | KINDER MORGAN INC DEL | $626,000 | – | 40,709 | +100.0% | 0.49% | – |
| MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $548,000 | – | 9,600 | +100.0% | 0.43% | – |
| CBB | New | CINCINNATI BELL INC NEW | $109,000 | – | 14,056 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 73.4% |
| US Large-Cap (S&P 500 Index) | 42 | Q3 2023 | 41.4% |
| VANGUARD TAX-MANAGED INTL FD | 42 | Q3 2023 | 27.3% |
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 14.5% |
| ISHARES TR | 42 | Q3 2023 | 8.3% |
| MATSON INC | 26 | Q3 2023 | 5.7% |
| LENNOX INTL INC | 21 | Q3 2023 | 59.3% |
| APPLE INC | 21 | Q3 2023 | 1.2% |
| CHARLES RIV LABS INTL INC | 21 | Q3 2023 | 0.5% |
| Integer Holdings Corp | 21 | Q3 2023 | 0.5% |
View Seven Post Investment Office LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-11 |
| 13F-HR/A | 2022-03-18 |
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.