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SPIO

Seven Post Investment Office Portfolio holdings

AUM $352M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
-4.8%
1 Year Est. Return
+16.44%
3 Year Est. Return
+52.57%
5 Year Est. Return
+45.88%
10 Year Est. Return
+181.66%
AUM
$261M
AUM Growth
-$400M
Cap. Flow
-$386M
Cap. Flow %
-147.75%
Top 10 Hldgs %
86.99%
Holding
55
New
–
Increased
11
Reduced
14
Closed
22

Top Buys

Rank Stock Value
1
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$3.44M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.04M
3
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$952K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$876K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$171K

Top Sells

Rank Stock Value
1
LII icon
Lennox International
LII
+$149M
2
INTU icon
Intuit
INTU
+$102M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$52.9M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$44.9M
5
MATX icon
Matsons
MATX
+$13.9M

Sector Composition

Rank Sector Weight
1 Real Estate 22.55%
2 Financials 0.98%
3 Technology 0.68%
4 Communication Services 0.58%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
26
Microsoft
MSFT
$3.67T
$537K 0.21%
1,275
-5,187
-80% -$2.21M
SGOL icon
27
abrdn Physical Gold Shares ETF
SGOL
$7.21B
$415K 0.16%
16,563
-1,149
-6% -$29.2K
IEMG icon
28
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$402K 0.15%
7,693
– –
DHI icon
29
D.R. Horton
DHI
$40.9B
$379K 0.15%
2,710
– –
ESGU icon
30
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
$326K 0.12%
2,532
– –
ACWI icon
31
iShares MSCI ACWI ETF
ACWI
$33.3B
$292K 0.11%
2,488
– –
AMZN icon
32
Amazon
AMZN
$2.95T
$263K 0.1%
1,200
-220
-15% -$45K
VOO icon
33
Vanguard S&P 500 ETF
VOO
$1.01T
$240K 0.09%
445
+8
+2% +$4.33K
APO icon
34
Apollo Global Management
APO
$73.5B
– –
-2,120
Closed -$265K
BRK.A icon
35
Berkshire Hathaway Class A
BRK.A
$1.13T
– –
-1
Closed -$691K
BZFD icon
36
BuzzFeed
BZFD
$91.6M
– –
-681,428
Closed -$1.82M
COST icon
37
Costco
COST
$421B
– –
-313
Closed -$277K
CRGO icon
38
Freightos
CRGO
$64.1M
– –
-80,195
Closed -$115K
CRL icon
39
Charles River Laboratories
CRL
$12.4B
– –
-1,624
Closed -$320K
CRWD icon
40
CrowdStrike
CRWD
$209B
– –
-105,632
Closed -$7.41M
CSCO icon
41
Cisco
CSCO
$476B
– –
-11,674
Closed -$621K
FHB icon
42
First Hawaiian
FHB
$3.38B
– –
-20,769
Closed -$481K
GILD icon
43
Gilead Sciences
GILD
$161B
– –
-11,712
Closed -$982K
GLD icon
44
SPDR Gold Trust
GLD
$137B
– –
-1,205
Closed -$293K
GOOG icon
45
Alphabet (Google) Class C
GOOG
$4.38T
– –
-268,325
Closed -$44.9M
GOOGL icon
46
Alphabet (Google) Class A
GOOGL
$4.4T
– –
-318,809
Closed -$52.9M
INTU icon
47
Intuit
INTU
$87.4B
– –
-163,590
Closed -$102M
ITGR icon
48
Integer Holdings
ITGR
$4.25B
– –
-5,295
Closed -$688K
KKR icon
49
KKR & Co
KKR
$92.5B
– –
-18,700
Closed -$2.44M
LII icon
50
Lennox International
LII
$15.3B
– –
-247,076
Closed -$149M
1
2
3

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Seven Post Investment Office's Q4 2024 Portfolio in Review

As of Q4 2024, Seven Post Investment Office held 55 positions worth $261M, down 61% from $662M the previous quarter. Its ten largest holdings account for 87% of the portfolio.

Seven Post Investment Office withdrew a net $386M in Q4 2024, closing 22 positions and reducing 14 holdings. Its most notable exit was Lennox International, an estimated $149M position sold in full.

By sector, the portfolio is most concentrated in Real Estate at 23% of assets, up from 10% a quarter earlier, followed by Financials and Technology.

Against the trend, Seven Post Investment Office added an estimated $3.44M to SPDR Gold MiniShares Trust.

  • Seven Post Investment Office added most to SPDR Gold MiniShares Trust in Q4 2024, an estimated $3.44M increase.
  • Seven Post Investment Office's biggest Q4 2024 reduction was iShares Silver Trust, cutting an estimated $3.41M.
  • Seven Post Investment Office fully exited Lennox International in Q4 2024, selling an estimated $149M.
  • Seven Post Investment Office's ten largest holdings make up 87% of its $261M portfolio in Q4 2024.
  • Seven Post Investment Office opened 0 new positions and closed 22 in Q4 2024.
  • Seven Post Investment Office's portfolio value fell 61% quarter-over-quarter to $261M.

Based on Seven Post Investment Office's 13F filing for Q4 2024, filed 16 Jan 2025.