General American Investors Co Inc 13F Holdings · Q2 2026
General American Investors Co Inc reported 69 securities worth $1.69B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ASML (6.47%), GEV (4.94%), BRK/A (4.87%). Among its top 25 positions this quarter: 5 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ASML | ASML Holding N.V. | $109.4M | 6.47% | 55,000 | Hold |
| 2 | GEV | GE Vernova Inc. | $83.4M | 4.94% | 71,000 | Trimmed |
| 3 | BRK/A | Berkshire Hathaway Inc. | $82.4M | 4.87% | 110 | Hold |
| 4 | AAPL | Apple Inc. | $76.9M | 4.55% | 265,705 | Hold |
| 5 | GOOG | Alphabet Inc. - Class C | $74.2M | 4.39% | 209,923 | Hold |
| 6 | TJX | TJX Companies, Inc./The | $73.4M | 4.35% | 484,752 | Hold |
| 7 | RSG | Republic Services, Inc. | $71.5M | 4.23% | 335,625 | Hold |
| 8 | AMZN | Amazon.com, Inc. | $69.4M | 4.10% | 291,000 | Added |
| 9 | AVGO | Broadcom Inc. | $52.1M | 3.08% | 138,000 | Hold |
| 10 | ACGL | Arch Capital Group Ltd. | $51.5M | 3.04% | 530,200 | Hold |
| 11 | MSFT | Microsoft Corporation | $49.0M | 2.90% | 131,400 | Added |
| 12 | EG | Everest Group, Ltd. | $43.9M | 2.60% | 122,909 | Trimmed |
| 13 | NVDA | NVIDIA Corporation | $41.2M | 2.44% | 205,979 | Added |
| 14 | MRVL | Marvell Technology, Inc. | $39.1M | 2.31% | 142,000 | Trimmed |
| 15 | CCJ | Cameco Corporation | $34.6M | 2.04% | 339,230 | Hold |
| 16 | COST | Costco Wholesale Corporation | $30.9M | 1.83% | 33,000 | Hold |
| 17 | NNI | Nelnet, Inc. - Class A | $30.8M | 1.82% | 230,998 | Trimmed |
| 18 | RTX | RTX Corporation | $30.4M | 1.80% | 160,000 | Added |
| 19 | SOLV | Solventum Corporation | $29.1M | 1.72% | 377,350 | Hold |
| 20 | AEM | Agnico Eagle Mines Limited | $27.8M | 1.65% | 179,272 | Trimmed |
| 21 | JPM | JPMorgan Chase & Co. | $26.2M | 1.55% | 80,000 | Hold |
| 22 | MRK | Merck & Co., Inc. | $26.3M | 1.55% | 204,326 | Hold |
| 23 | NOW | ServiceNow, Inc. | $24.2M | 1.43% | 235,000 | Added |
| 24 | MTB | M&T Bank Corporation | $24.1M | 1.42% | 101,100 | Hold |
| 25 | ONTO | Onto Innovation Inc. | $22.7M | 1.34% | 60,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR