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Lesley Tepper

@Seven Post Investment Office Lp

Latest period2024 - Q4ReportedManaged Assets$261.232MTotal holdings33
Assets growth rate-60.52%Assets growth rate (2-Q avg)-18.97%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Seven Post Investment Office Lp's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 33 positions.

Assets under management

The assets under management (AUM) of Seven Post Investment Office Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 261.232M in assets, with a quarterly growth rate of -60.52% and a 2-quarter average growth rate of -18.97%. The portfolio is managed by Lesley Tepper, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NFLXNetflix Inc
Recent Activity
Decreased -0.09%
0.36%
$918,060
1,030 shares@ $891.33 avg price
IJRIshares Tr
Recent Activity
0.28%
$725,656
6,298 shares@ $115.23 avg price
VONVVanguard Scottsdale Fds
Recent Activity
0.25%
$635,781
7,825 shares@ $81.25 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 100.44%
0.24%
$604,566
25,127 shares@ $24.07 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -63.69%
0.24%
$603,075
1,030 shares@ $585.51 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -80.26%
0.21%
$537,412
1,275 shares@ $421.5 avg price
SGOLEtfs Gold Tr
Recent Activity
Decreased -6.48%
0.16%
$414,903
16,563 shares@ $25.05 avg price
IEMGIshares Inc
Recent Activity
0.16%
$401,728
7,693 shares@ $52.22 avg price
DHID R Horton Inc
Recent Activity
0.15%
$378,912
2,710 shares@ $139.82 avg price
ESGUIshares Tr
Recent Activity
0.13%
$326,172
2,532 shares@ $128.82 avg price