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General Partner, Inc.

Portfolio Manager
General Partner, Inc.
Performance
-6.19% (2026 Q1)
AUM (13F)
$164.19M
# of Holdings
165
Performance Rank
Allocation (Top 20)
64.96%

General Partner, Inc. Holdings Map

Top 50 General Partner, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BRK.A
Berkshire Hathaway Inc
14.43%33$23.7M
+0.00%(+0)
2025-Q1: 33 shares2025-Q2: 33 shares2025-Q3: 33 shares2025-Q4: 33 shares2026-Q1: 33 shares
$437590.50(+59.96%)
2026-03-31
AAPL
APPLE INC
8.87%57.4K$14.6M
-5.40%(-3.27K)
2025-Q1: 72.2K shares2025-Q2: 69.7K shares2025-Q3: 64.1K shares2025-Q4: 60.7K shares2026-Q1: 57.4K shares
$137.45(+106.75%)
2026-03-31
GOOG
ALPHABET, INC.
5.68%32.5K$9.3M
-7.27%(-2.55K)
2025-Q1: 38.7K shares2025-Q2: 36.7K shares2025-Q3: 36.7K shares2025-Q4: 35.1K shares2026-Q1: 32.5K shares
$96.11(+299.82%)
2026-03-31
VBR
VANGUARD SMALL-CAP VALUE ETF
4.75%35.9K$7.8M
+22.02%(+6.49K)
2025-Q1: 7.0K shares2025-Q2: 29.4K shares2025-Q3: 29.4K shares2025-Q4: 29.5K shares2026-Q1: 35.9K shares
$189.43(+22.54%)
2026-03-31
MSFT
MICROSOFT CORPORATION
4.25%18.9K$7.0M
-7.82%(-1.60K)
2025-Q1: 23.3K shares2025-Q2: 21.6K shares2025-Q3: 21.1K shares2025-Q4: 20.5K shares2026-Q1: 18.9K shares
$253.07(+62.56%)
2026-03-31
MA
MASTERCARD INC
2.41%7.9K$3.9M
-8.14%(-700)
2025-Q1: 10.1K shares2025-Q2: 9.1K shares2025-Q3: 8.8K shares2025-Q4: 8.6K shares2026-Q1: 7.9K shares
$317.17(+56.72%)
2026-03-31
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
2.17%55.6K$3.6M
+0.00%(+0)
2025-Q1: 500 shares2025-Q2: 55.6K shares2025-Q3: 55.6K shares2025-Q4: 55.6K shares2026-Q1: 55.6K shares
$54.02(+27.69%)
2026-03-31
VB
VANGUARD SMALL-CAP VIPERS
2.16%13.5K$3.5M
+0.00%(+0)
2025-Q1: 59 shares2025-Q2: 13.6K shares2025-Q3: 13.6K shares2025-Q4: 13.5K shares2026-Q1: 13.5K shares
$229.08(+25.15%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL CL B
2.15%7.4K$3.5M
-8.69%(-700)
2025-Q1: 8.4K shares2025-Q2: 8.4K shares2025-Q3: 8.4K shares2025-Q4: 8.1K shares2026-Q1: 7.4K shares
$300.91(+54.70%)
2026-03-31
IJH
ISHARES TR S & P MIDCAP 400 INDEX FD
1.99%48.3K$3.3M
+0.00%(+0)
2025-Q1: 48.3K shares2025-Q2: 48.3K shares2025-Q3: 48.3K shares2025-Q4: 48.3K shares2026-Q1: 48.3K shares
$47.36(+54.70%)
2026-03-31

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