General American Investors Top Holdings and 13F Report (2026)

About General American Investors

General American Investors NYSE: GAM has filed 13-F forms with the SEC as an investor. General American Investors is itself a publicly traded company. General American Investors Company, Inc. is a publicly traded closed-end investment company that seeks long-term capital appreciation through investments in a diversified portfolio of securities. The company’s shares trade on the New York Stock Exchange under the symbol GAM. For more information on General American Investors stock, visit the General American Investors stock profile here.

Investment Activity

General American Investors has $1.69 billion in total holdings as of June 30, 2026.
General American Investors owns shares of 71 different stocks, but just 32 companies or ETFs make up 80% of its holdings.
Approximately 6.11% of the portfolio was purchased this quarter.
About 5.10% of the portfolio was sold this quarter.
This quarter, General American Investors has purchased 68 new stocks and bought additional shares in 16 stocks.
General American Investors sold shares of 16 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

ASML: $109,419,200
GE Vernova Inc.: $83,415,060
Berkshire Hathaway: $82,373,500
Apple: $76,884,399
Alphabet: $74,172,094

Largest New Holdings this Quarter

57636Q104 - Mastercard: $10,000,000 Holding
670100205 - Novo Nordisk A/S: $9,040,000 Holding
57636Q104 - Mastercard: $7,704,000 Holding
74834L100 - Quest Diagnostics: $5,994,794 Holding
31943F200 - First Carolina Financial: $2,748,703 Holding

Largest Purchases this Quarter

ServiceNow: 175,000 shares (about $18.01M)
Uber Technologies: 160,583 shares (about $11.59M)
Mastercard: 20,000 shares (about $10M)
Novo Nordisk A/S: 180,800 shares (about $9.04M)
NVIDIA: 45,000 shares (about $9.00M)

Largest Sales this Quarter

GE Vernova Inc.: 20,000 shares (about $23.50M)
Applied Materials: 16,600 shares (about $12.00M)
Arista Networks, Inc.: 70,000 shares (about $11.89M)
BlackBerry: 695,000 shares (about $8.79M)
Onto Innovation: 20,000 shares (about $7.57M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ASML ASML	$109,419,200		0.0%	55,000	6.5%	Technology
GE Vernova Inc.	$83,415,060	$23,497,200 ▼	-22.0%	71,000	4.9%	COM
BRK.A Berkshire Hathaway	$82,373,500		0.0%	110	4.9%	Finance
AAPL Apple	$76,884,399		0.0%	265,705	4.5%	Technology
GOOG Alphabet	$74,172,094		0.0%	209,923	4.4%	Communication Services
TJX TJX Companies	$73,439,928		0.0%	484,752	4.3%	Consumer Discretionary
RSG Republic Services	$71,514,975		0.0%	335,625	4.2%	Industrials
AMZN Amazon.com	$69,356,940	$1,191,700 ▲	1.7%	291,000	4.1%	Consumer Discretionary
AVGO Broadcom	$52,129,500		0.0%	138,000	3.1%	Technology
ACGL Arch Capital Group	$51,461,212		0.0%	530,200	3.0%	Finance
MSFT Microsoft	$49,014,828	$1,865,100 ▲	4.0%	131,400	2.9%	Technology
EG Everest Group	$43,906,782	$2,245,905 ▼	-4.9%	122,909	2.6%	Finance
NVDA NVIDIA	$41,214,338	$9,004,050 ▲	28.0%	205,979	2.4%	Technology
MRVL Marvell Technology	$39,063,680	$2,750,963 ▼	-6.6%	142,000	2.3%	Technology
CCJ Cameco	$34,553,968		0.0%	339,230	2.0%	Energy
COST Costco Wholesale	$30,870,510		0.0%	33,000	1.8%	Consumer Staples
NNI Nelnet	$30,798,963	$403,723 ▼	-1.3%	230,998	1.8%	Finance
RTX RTX	$30,356,800	$1,897,300 ▲	6.7%	160,000	1.8%	Industrials
Solventum Corporation	$29,112,553		0.0%	377,350	1.7%	COM
AEM Agnico Eagle Mines	$27,810,465	$1,551,300 ▼	-5.3%	179,272	1.6%	Materials
MRK Merck & Co., Inc.	$26,255,891		0.0%	204,326	1.6%	Healthcare
JPM JPMorgan Chase & Co.	$26,186,400		0.0%	80,000	1.5%	Finance
NOW ServiceNow	$24,188,800	$18,012,936 ▲	291.7%	235,000	1.4%	Technology
MTB M&T Bank	$24,062,811		0.0%	101,100	1.4%	Finance
ONTO Onto Innovation	$22,707,000	$7,569,000 ▼	-25.0%	60,000	1.3%	Technology
REGN Regeneron Pharmaceuticals	$22,673,161	$3,117,700 ▲	15.9%	36,362	1.3%	Healthcare
D Dominion Energy	$19,804,100		0.0%	290,000	1.2%	Utilities
ET Energy Transfer	$19,502,974		0.0%	1,020,030	1.2%	Energy
LHX L3Harris Technologies	$19,116,463		0.0%	65,785	1.1%	Industrials
UBER Uber Technologies	$18,803,669	$11,587,669 ▲	160.6%	260,583	1.1%	Industrials
GILD Gilead Sciences	$18,306,666	$3,158,500 ▲	20.9%	144,900	1.1%	Healthcare
BA Boeing	$18,216,816	$6,948,687 ▲	61.7%	84,154	1.1%	Industrials
AMAT Applied Materials	$18,112,596	$12,001,800 ▼	-39.9%	25,052	1.1%	Technology
META Meta Platforms	$18,025,280		0.0%	32,000	1.1%	Communication Services
PEP PepsiCo	$17,602,000		0.0%	130,000	1.0%	Consumer Staples
T AT&T	$16,035,027		0.0%	774,639	0.9%	Communication Services
XOM ExxonMobil	$15,736,472		0.0%	115,100	0.9%	Energy
TYL Tyler Technologies	$15,114,625	$1,462,300 ▲	10.7%	51,681	0.9%	Technology
CVX Chevron	$14,320,172		0.0%	86,391	0.8%	Energy
AEP American Electric Power	$13,681,000		0.0%	100,000	0.8%	Utilities
RVMD Revolution Medicines	$11,713,428		0.0%	62,545	0.7%	Healthcare
NN NextNav	$11,586,184	$527,839 ▲	4.8%	649,814	0.7%	Technology
IDYA IDEAYA Biosciences	$11,488,105	$1,042,777 ▲	10.0%	308,240	0.7%	Healthcare
MRVI Maravai LifeSciences	$10,709,044		0.0%	1,716,193	0.6%	Healthcare
VEEV Veeva Systems	$10,294,325		0.0%	58,006	0.6%	Healthcare
MA Mastercard	$10,000,000	$10,000,000 ▲	New Holding	20,000	0.6%	Finance
PFE Pfizer	$9,771,857	$2,408,000 ▼	-19.8%	405,808	0.6%	Healthcare
Arista Networks, Inc.	$9,367,523	$11,891,600 ▼	-55.9%	55,142	0.6%	COM
SPRY ARS Pharmaceuticals	$9,075,698	$3,251,195 ▲	55.8%	1,133,046	0.5%	Healthcare
NVO Novo Nordisk A/S	$9,040,000	$9,040,000 ▲	New Holding	180,800	0.5%	Healthcare
MA Mastercard	$7,704,000	$7,704,000 ▲	New Holding	15,000	0.5%	Finance
MET MetLife	$7,642,567		0.0%	90,327	0.5%	Finance
INDI indie Semiconductor	$7,382,040	$946,232 ▼	-11.4%	1,644,107	0.4%	Technology
AMGN Amgen	$7,242,400	$3,621,200 ▼	-33.3%	20,000	0.4%	Healthcare
AGI Alamos Gold	$7,166,884	$758,500 ▲	11.8%	236,219	0.4%	Materials
ARCO Arcos Dorados	$6,933,035	$725,400 ▼	-9.5%	860,178	0.4%	Consumer Discretionary
RSP Invesco S&P 500 Equal Weight ETF	$6,513,102		0.0%	30,611	0.4%	ETF
DGX Quest Diagnostics	$5,994,794	$5,994,794 ▲	New Holding	28,284	0.4%	Healthcare
OLED Universal Display	$5,022,999	$606,130 ▼	-10.8%	58,009	0.3%	Technology
UEC Uranium Energy	$4,849,127		0.0%	454,890	0.3%	Energy
i-80 Gold Corp.	$4,840,944	$2,680,944 ▲	124.1%	3,361,767	0.3%	COM
BB BlackBerry	$4,199,749	$8,791,749 ▼	-67.7%	331,996	0.2%	Technology
ADX Adams Diversified Equity Fund	$3,350,218		0.0%	131,124	0.2%	Finance
RVT Royce Small-Cap Trust	$2,786,698		0.0%	150,877	0.2%	Finance
First Carolina Financial	$2,748,703	$2,748,703 ▲	New Holding	207,606	0.2%	COM
COLB Columbia Banking System	$2,742,070	$1,602,500 ▼	-36.9%	85,556	0.2%	Finance
VOE Vanguard Mid-Cap Value ETF	$2,707,120		0.0%	13,700	0.2%	ETF
GSM Ferroglobe	$2,631,739	$254,400 ▼	-8.8%	827,591	0.2%	Materials
NOBL ProShares S&P 500 Aristocrats ETF	$2,527,200	$1,263,600 ▲	100.0%	45,000	0.1%	ETF
VALN Valneva	$1,853,308		0.0%	354,361	0.1%	Healthcare
CLF Cleveland-Cliffs	$944,568		0.0%	100,593	0.1%	Materials
NCR Voyix Corporation	$0	$4,240,543 ▼	-100.0%	0	0.0%	COM
EXPE Expedia Group	$0	$1,154,450 ▼	-100.0%	0	0.0%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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General American Investors Top Holdings and 13F Report (2026)

About General American Investors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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General American Investors Top Holdings and 13F Report (2026)

About General American Investors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGeneral American Investors

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools