$141 Million is the total value of Seven Post Investment Office LP's 22 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $3,100,000 | +11.8% | 42,371 | 0.0% | 2.19% | +1.6% | |
| EFA | ISHARES TRmsci eafe etf | $1,710,000 | +10.3% | 26,365 | 0.0% | 1.21% | +0.3% | |
| PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $1,412,000 | +22.4% | 57,600 | 0.0% | 1.00% | +11.4% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $964,000 | +18.3% | 33,140 | 0.0% | 0.68% | +7.6% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $582,000 | +6.2% | 9,600 | 0.0% | 0.41% | -3.3% | |
| ITGR | INTEGER HLDGS CORP | $542,000 | -1.1% | 7,190 | 0.0% | 0.38% | -10.1% | |
| CRL | CHARLES RIV LABS INTL INC | $526,000 | +28.3% | 3,624 | 0.0% | 0.37% | +16.6% | |
| ANET | ARISTA NETWORKS INC | $385,000 | +49.2% | 1,225 | 0.0% | 0.27% | +35.3% | |
| AAPL | APPLE INC | $351,000 | +20.2% | 1,850 | 0.0% | 0.25% | +9.3% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $301,000 | -1.6% | 1 | 0.0% | 0.21% | -10.5% | |
| MA | MASTERCARD INCcl a | $274,000 | +24.5% | 1,165 | 0.0% | 0.19% | +13.5% | |
| CBB | CINCINNATI BELL INC NEW | $134,000 | +22.9% | 14,056 | 0.0% | 0.10% | +11.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-13
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.