Top 50 General Partner, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.A | Berkshire Hathaway Inc | 13.29% | 33 | $24.7M | +0.00%(+0) | $437590.50(+70.80%) | 2026-06-30 | |
| AAPL | APPLE INC | 7.33% | 47.1K | $13.6M | -18.03%(-10.35K) | $137.38(+122.30%) | 2026-06-30 | |
| GOOG | ALPHABET, INC. | 5.66% | 29.8K | $10.5M | -8.45%(-2.75K) | $96.11(+256.51%) | 2026-06-30 | |
| VBR | VANGUARD SMALL-CAP VALUE ETF | 4.7% | 35.9K | $8.7M | +0.00%(+0) | $189.43(+32.24%) | 2026-06-30 | |
| ICSH | iShares Ultra Short Duration Bond Active ETF | 3.77% | 138.6K | $7.0M | +3383.59%(+134.67K) | $50.60(-0.19%) | 2026-06-30 | |
| MSFT | MICROSOFT CORPORATION | 3.68% | 18.4K | $6.8M | -2.65%(-500) | $253.07(+92.07%) | 2026-06-30 | |
| VB | VANGUARD SMALL-CAP VIPERS | 2.21% | 13.5K | $4.1M | +0.00%(+0) | $229.08(+34.65%) | 2026-06-30 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 2.13% | 55.6K | $4.0M | +0.00%(+0) | $54.02(+37.00%) | 2026-06-30 | |
| MA | MASTERCARD INC | 2.11% | 7.7K | $3.9M | -3.16%(-250) | $317.17(+78.72%) | 2026-06-30 | |
| IJH | ISHARES TR S & P MIDCAP 400 INDEX FD | 2% | 48.3K | $3.7M | +0.00%(+0) | $47.36(+65.85%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.24% | +53.04% | โ | โ | +74.48% |
| Top 20 Holdings Unweighted | +14.78% | +51.20% | โ | โ | +69.06% |
General Partner, Inc. reports $185.88M in US-listed equity holdings across 167 positions in its most recent 13F filing. Its largest disclosed positions are BRK.A (13.3%), AAPL (7.3%) and GOOG (5.7%). The top 20 holdings account for 63.57% of reported assets. Its disclosed equity book has returned +53.04% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from General Partner, Inc.โs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1800508). View General Partner, Inc.โs 13F filings on SEC