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Home > Institutional Investor > Seven Post Investment Office Lp > Profile

Instuitional Investor - Seven Post Investment Office Lp

Fund Profile
Filing Period:
Fund Name: Seven Post Investment Office Lp
Portfolio Value $397,070,700
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Lennox International Inc
 LII 247,076 $110,571,452 27.84%
2.
Vanguard Index Fds
 776,794 $68,637,579 17.28%
3.
Spdr S & P 500 Etf Trust
 SPY 66,234 $31,481,913 7.92%
4.
Prologis Inc.
 PLD 157,047 $20,934,425 5.27%
5.
Equity Residential
 EQR 300,061 $18,351,742 4.62%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)