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 $164.2M across 163 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/A ($23.7M, 14.43%), AAPL ($14.6M, 8.87%), GOOG ($9.3M, 5.68%), VBR ($7.8M, 4.75%), MSFT ($7.0M, 4.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/A | Berkshire Hathaway Inc | $23.7M | 14.43% | 33 | Hold |
| 2 | AAPL | Apple Inc | $14.6M | 8.87% | 57,405 | Trimmed |
| 3 | GOOG | Alphabet Inc. | $9.3M | 5.68% | 32,529 | Trimmed |
| 4 | VBR | Vanguard Small-Cap Value ETF | $7.8M | 4.75% | 35,936 | Added |
| 5 | MSFT | Microsoft Corp | $7.0M | 4.25% | 18,851 | Trimmed |
| 6 | MA | Mastercard Inc | $3.9M | 2.41% | 7,903 | Trimmed |
| 7 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $3.6M | 2.17% | 55,579 | Hold |
| 8 | VB | Vanguard Small-Cap ETF | $3.5M | 2.16% | 13,534 | Hold |
| 9 | BRK/B | Berkshire Hathaway Inc | $3.5M | 2.15% | 7,357 | Trimmed |
| 10 | IJH | iShares Core S&P Mid-Cap ETF | $3.3M | 1.99% | 48,296 | Hold |
| 11 | AMZN | Amazon.com Inc | $2.9M | 1.79% | 14,085 | Trimmed |
| 12 | IWF | ISHARES RUSSELL 1000 GROWTH | $2.9M | 1.74% | 6,696 | Hold |
| 13 | HD | Home Depot Inc/The | $2.8M | 1.67% | 8,362 | Trimmed |
| 14 | NEE | NextEra Energy Inc | $2.7M | 1.65% | 29,098 | Trimmed |
| 15 | SPY | SPDR S&P 500 ETF TRUST | $2.7M | 1.62% | 4,088 | Hold |
| 16 | JNJ | Johnson & Johnson | $2.6M | 1.61% | 10,818 | Trimmed |
| 17 | IUSV | ISHARES RUSSELL 3000 VALUE INDEX FUND | $2.6M | 1.60% | 25,634 | Hold |
| 18 | NVDA | NVIDIA Corp | $2.6M | 1.58% | 14,871 | Added |
| 19 | WMT | Walmart Inc | $2.5M | 1.51% | 19,930 | Trimmed |
| 20 | TSM | Taiwan Semiconductor Manufacturing Co Ltd | $2.2M | 1.33% | 6,472 | Hold |
| 21 | JPM | JPMorgan Chase & Co | $2.2M | 1.33% | 7,422 | Trimmed |
| 22 | XOM | Exxon Mobil Corp | $2.1M | 1.30% | 12,578 | Hold |
| 23 | GOOGL | ALPHABET, INC. | $2.1M | 1.30% | 7,445 | Trimmed |
| 24 | AVGO | Broadcom INC | $2.1M | 1.25% | 6,630 | Hold |
| 25 | VWO | Vanguard FTSE Emerging Markets ETF | $2.0M | 1.22% | 36,998 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31