Seven Post Investment Office as of Dec. 31, 2019
Portfolio Holdings for Seven Post Investment Office
Seven Post Investment Office holds 28 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lennox International (LII) | 52.5 | $72M | 297k | 243.97 | |
| Spdr S&p 500 Etf (SPY) | 10.7 | $15M | 46k | 321.85 | |
| Alexander & Baldwin (ALEX) | 7.9 | $11M | 522k | 20.96 | |
| Vanguard Europe Pacific ETF (VEA) | 6.7 | $9.3M | 211k | 44.06 | |
| Matson (MATX) | 5.2 | $7.2M | 178k | 40.80 | |
| Vanguard Emerging Markets ETF (VWO) | 3.2 | $4.4M | 99k | 44.47 | |
| Vanguard Total World Stock Idx (VT) | 2.5 | $3.5M | 43k | 80.99 | |
| Uber Technologies (UBER) | 1.7 | $2.3M | 79k | 29.73 | |
| Proofpoint | 1.5 | $2.1M | 19k | 114.76 | |
| iShares MSCI EAFE Index Fund (EFA) | 1.3 | $1.8M | 26k | 69.45 | |
| Apple (AAPL) | 1.2 | $1.6M | 5.5k | 293.56 | |
| Plains All American Pipeline (PAA) | 0.8 | $1.1M | 58k | 18.39 | |
| Enterprise Products Partners (EPD) | 0.7 | $933k | 33k | 28.15 | |
| Financial Select Sector SPDR (XLF) | 0.5 | $729k | 24k | 30.76 | |
| Magellan Midstream Partners | 0.4 | $604k | 9.6k | 62.92 | |
| Integer Hldgs (ITGR) | 0.4 | $578k | 7.2k | 80.39 | |
| Charles River Laboratories (CRL) | 0.4 | $554k | 3.6k | 152.87 | |
| Amazon (AMZN) | 0.4 | $532k | 288.00 | 1847.22 | |
| MasterCard Incorporated (MA) | 0.2 | $348k | 1.2k | 298.71 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $340k | 1.00 | 340000.00 | |
| Pra (PRAA) | 0.2 | $309k | 8.5k | 36.35 | |
| Kkr & Co (KKR) | 0.2 | $309k | 11k | 29.15 | |
| Facebook Inc cl a (META) | 0.2 | $258k | 1.3k | 205.58 | |
| Arista Networks (ANET) | 0.2 | $249k | 1.2k | 203.27 | |
| TC Pipelines | 0.2 | $233k | 5.5k | 42.36 | |
| Medtronic (MDT) | 0.2 | $229k | 2.0k | 113.65 | |
| Cincinnati Bell | 0.1 | $147k | 14k | 10.46 | |
| Zynga | 0.0 | $61k | 10k | 6.10 |
