Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
General Partner, Inc. (CIK 1800508) reported $185.9M across 167 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BRK/A ($24.7M, 13.29%), AAPL ($13.6M, 7.33%), GOOG ($10.5M, 5.66%), VBR ($8.7M, 4.70%), ICSH ($7.0M, 3.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/A | Berkshire Hathaway Inc | $24.7M | 13.29% | 33 | Hold |
| 2 | AAPL | Apple Inc | $13.6M | 7.33% | 47,055 | Trimmed |
| 3 | GOOG | Alphabet Inc. | $10.5M | 5.66% | 29,779 | Trimmed |
| 4 | VBR | Vanguard Small-Cap Value ETF | $8.7M | 4.70% | 35,936 | Hold |
| 5 | ICSH | iShares Ultra Short Duration Bond Active ETF | $7.0M | 3.77% | 138,647 | Added |
| 6 | MSFT | Microsoft Corp | $6.8M | 3.68% | 18,351 | Trimmed |
| 7 | VB | Vanguard Small-Cap ETF | $4.1M | 2.21% | 13,534 | Hold |
| 8 | VEA | VANGUARD FTSE DEVELOPED ETF | $4.0M | 2.13% | 55,579 | Hold |
| 9 | MA | Mastercard Inc | $3.9M | 2.11% | 7,653 | Trimmed |
| 10 | IJH | iShares Core S&P Mid-Cap ETF | $3.7M | 2.00% | 48,296 | Hold |
| 11 | BRK/B | Berkshire Hathaway Inc | $3.4M | 1.84% | 6,852 | Trimmed |
| 12 | BND | Vanguard Total Bond Market ETF | $3.4M | 1.81% | 45,848 | New |
| 13 | IWF | ISHARES RUSSELL 1000 GROWTH | $3.3M | 1.79% | 26,784 | Added |
| 14 | AMZN | Amazon.com Inc | $3.3M | 1.76% | 13,735 | Trimmed |
| 15 | TSM | Taiwan Semiconductor Manufacturing Co Ltd | $3.1M | 1.66% | 6,472 | Hold |
| 16 | SPY | SPDR S&P 500 ETF TRUST | $3.1M | 1.64% | 4,088 | Hold |
| 17 | NVDA | NVIDIA Corp | $3.0M | 1.60% | 14,871 | Hold |
| 18 | HD | Home Depot Inc/The | $2.9M | 1.59% | 8,362 | Hold |
| 19 | IUSV | ISHARES RUSSELL 3000 VALUE INDEX FUND | $2.8M | 1.52% | 25,634 | Hold |
| 20 | JNJ | Johnson & Johnson | $2.7M | 1.48% | 10,818 | Hold |
| 21 | NEE | NextEra Energy Inc | $2.6M | 1.37% | 29,098 | Hold |
| 22 | AVGO | Broadcom INC | $2.5M | 1.35% | 6,630 | Hold |
| 23 | JPM | JPMorgan Chase & Co | $2.4M | 1.31% | 7,422 | Hold |
| 24 | VWO | Vanguard FTSE Emerging Markets ETF | $2.2M | 1.19% | 36,998 | Hold |
| 25 | WMT | Walmart Inc | $2.2M | 1.18% | 19,330 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30