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. (NYSE:GAM) is a publicly traded closed-end investment company focused on long-term capital appreciation. The company invests primarily in a diversified portfolio of equity securities, including common stocks and convertible securities, with the goal of identifying businesses that offer attractive growth prospects. For more information on General American Investors stock, visit the General American Investors stock profile here.

Investment Activity

General American Investors has $1.71 billion in total holdings as of September 30, 2026.
General American Investors owns shares of 70 different stocks, but just 32 companies or ETFs make up 80% of its holdings.
Approximately 7.75% of the portfolio was purchased this quarter.
About 6.53% of the portfolio was sold this quarter.
This quarter, General American Investors has purchased 70 new stocks and bought additional shares in 8 stocks.
General American Investors sold shares of 14 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Apple: $115,169,979
ASML: $99,641,850
Berkshire Hathaway: $82,170,550
Amazon.com: $72,502,650
Alphabet: $71,529,163

Largest New Holdings this Quarter

30233Q108 - ExxonMobil Holdings Corp.: $18,732,525 Holding
91324P102 - UnitedHealth Group: $16,518,600 Holding
15101Q207 - Celestica Inc.: $8,385,176 Holding
697900108 - Pan American Silver: $6,143,850 Holding
458140100 - Intel: $3,110,951 Holding

Largest Purchases this Quarter

Apple: 85,000 shares (about $27.91M)
ExxonMobil Holdings Corp.: 115,100 shares (about $18.73M)
UnitedHealth Group: 45,000 shares (about $16.52M)
Quest Diagnostics: 70,585 shares (about $16.45M)
Merck & Co., Inc.: 65,000 shares (about $9.44M)

Largest Sales this Quarter

Solventum Corporation: 178,641 shares (about $15.75M)
ServiceNow: 110,000 shares (about $14.95M)
Marvell Technology: 40,000 shares (about $10.57M)
Dominion Energy: 145,000 shares (about $8.78M)
Energy Transfer LP: 194,465 shares (about $3.84M)

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
AAPL Apple	$115,169,979	$27,913,626 ▲	32.0%	350,705	6.7%	Technology
ASML ASML	$99,641,850		0.0%	55,000	5.8%	Technology
BRK.A Berkshire Hathaway	$82,170,550		0.0%	110	4.8%	Finance
AMZN Amazon.com	$72,502,650		0.0%	291,000	4.2%	Consumer Discretionary
GOOG Alphabet	$71,529,163		0.0%	209,923	4.2%	Communication Services
RSG Republic Services	$70,437,619		0.0%	335,625	4.1%	Industrials
GE Vernova Inc.	$67,484,790		0.0%	71,000	3.9%	COM
MSFT Microsoft	$64,830,560	$2,564,500 ▼	-3.8%	126,400	3.8%	Technology
TJX TJX Companies	$64,137,537		0.0%	484,752	3.8%	Consumer Discretionary
NVDA NVIDIA	$53,892,884	$6,851,400 ▲	14.6%	235,979	3.2%	Technology
ACGL Arch Capital Group	$48,969,272		0.0%	530,200	2.9%	Finance
AVGO Broadcom	$48,464,220		0.0%	138,000	2.8%	Technology
EG Everest Group	$44,882,680		0.0%	122,909	2.6%	Finance
MRK Merck & Co., Inc.	$39,115,611	$9,440,287 ▲	31.8%	269,326	2.3%	Healthcare
AEM Agnico Eagle Mines	$32,855,179		0.0%	179,272	1.9%	Materials
COST Costco Wholesale	$30,041,220		0.0%	33,000	1.8%	Consumer Staples
CCJ Cameco	$29,401,064		0.0%	339,230	1.7%	Energy
NNI Nelnet	$28,431,234		0.0%	230,998	1.7%	Finance
RTX RTX	$27,847,500	$1,856,500 ▼	-6.3%	150,000	1.6%	Industrials
REGN Regeneron Pharmaceuticals	$27,572,214		0.0%	36,362	1.6%	Healthcare
MRVL Marvell Technology	$26,949,420	$10,568,400 ▼	-28.2%	102,000	1.6%	Technology
JPM JPMorgan Chase & Co.	$26,466,400		0.0%	80,000	1.5%	Finance
T AT&T	$26,221,192	$7,320,000 ▲	38.7%	1,074,639	1.5%	Communication Services
META Meta Platforms	$23,205,760		0.0%	32,000	1.4%	Communication Services
DGX Quest Diagnostics	$23,043,398	$16,451,246 ▲	249.6%	98,869	1.3%	Healthcare
MTB M&T Bank	$21,999,360		0.0%	101,100	1.3%	Finance
GILD Gilead Sciences	$21,597,345		0.0%	144,900	1.3%	Healthcare
LHX L3Harris Technologies	$21,540,824	$5,964,251 ▲	38.3%	90,974	1.3%	Industrials
ExxonMobil Holdings Corp.	$18,732,525	$18,732,525 ▲	New Holding	115,100	1.1%	COM
ONTO Onto Innovation	$18,469,200		0.0%	60,000	1.1%	Technology
UBER Uber Technologies	$17,852,541		0.0%	260,583	1.0%	Industrials
CVX Chevron	$17,641,906		0.0%	86,391	1.0%	Energy
Solventum Corporation	$17,516,198	$15,747,204 ▼	-47.3%	198,709	1.0%	COM
NOW ServiceNow	$16,990,850	$14,951,948 ▼	-46.8%	125,000	1.0%	Technology
UNH UnitedHealth Group	$16,518,600	$16,518,600 ▲	New Holding	45,000	1.0%	Healthcare
PEP PepsiCo	$16,473,600		0.0%	130,000	1.0%	Consumer Staples
Energy Transfer LP	$16,321,420	$3,844,573 ▼	-19.1%	825,565	1.0%	COM
BA Boeing	$15,656,852		0.0%	84,154	0.9%	Industrials
TYL Tyler Technologies	$14,776,987	$1,688,580 ▼	-10.3%	46,381	0.9%	Technology
VEEV Veeva Systems	$13,703,313	$2,854,500 ▼	-17.2%	48,006	0.8%	Healthcare
MRVI Maravai LifeSciences	$13,146,038		0.0%	1,716,193	0.8%	Healthcare
RVMD Revolution Medicines	$12,837,987		0.0%	62,545	0.8%	Healthcare
AMAT Applied Materials	$12,811,092		0.0%	25,052	0.7%	Technology
AGI Alamos Gold	$12,509,633	$4,858,500 ▲	63.5%	386,219	0.7%	Materials
AEP American Electric Power	$11,864,000		0.0%	100,000	0.7%	Utilities
IDYA IDEAYA Biosciences	$11,842,581		0.0%	308,240	0.7%	Healthcare
PFE Pfizer	$11,573,644		0.0%	405,808	0.7%	Healthcare
NN NextNav	$10,063,325	$719,000 ▲	7.7%	699,814	0.6%	Technology
D Dominion Energy	$8,775,400	$8,775,400 ▼	-50.0%	145,000	0.5%	Utilities
MET MetLife	$8,505,190		0.0%	90,327	0.5%	Finance
Celestica Inc.	$8,385,176	$8,385,176 ▲	New Holding	23,200	0.5%	COM
MA Mastercard	$8,272,050		0.0%	15,000	0.5%	Finance
Arista Networks, Inc.	$8,172,510	$3,053,850 ▼	-27.2%	40,142	0.5%	COM
RSP Invesco S&P 500 Equal Weight ETF	$6,367,700		0.0%	30,611	0.4%	ETF
ARCO Arcos Dorados	$6,150,273		0.0%	860,178	0.4%	Consumer Discretionary
PAAS Pan American Silver	$6,143,850	$6,143,850 ▲	New Holding	135,000	0.4%	Materials
i-80 Gold Corp.	$5,580,533		0.0%	3,361,767	0.3%	COM
UEC Uranium Energy	$4,298,711		0.0%	454,890	0.3%	Energy
SPRY ARS Pharmaceuticals	$3,915,325	$968,104 ▼	-19.8%	908,428	0.2%	Healthcare
ADX Adams Diversified Equity Fund	$3,365,953		0.0%	131,124	0.2%	Finance
INTC Intel	$3,110,951	$3,110,951 ▲	New Holding	25,875	0.2%	Technology
INDI indie Semiconductor	$2,761,513	$2,047,500 ▼	-42.6%	944,107	0.2%	Technology
VOE Vanguard Mid-Cap Value ETF	$2,678,761		0.0%	13,700	0.2%	ETF
First Carolina Financial Servi	$2,622,064		0.0%	207,606	0.2%	COM
RVT Royce Small-Cap Trust	$2,584,523		0.0%	150,877	0.2%	Finance
NOBL ProShares S&P 500 Aristocrats ETF	$2,434,500		0.0%	45,000	0.1%	ETF
VALN Valneva	$2,191,723		0.0%	354,361	0.1%	Healthcare
OLED Universal Display	$2,157,813	$2,311,200 ▼	-51.7%	28,009	0.1%	Technology
GSM Ferroglobe	$1,833,600	$1,456,074 ▼	-44.3%	461,283	0.1%	Materials
CLF Cleveland-Cliffs	$1,107,529		0.0%	100,593	0.1%	Materials
XOM ExxonMobil	$0	$15,736,472 ▼	-100.0%	0	0.0%	Energy
NVO Novo Nordisk A/S	$0	$9,040,000 ▼	-100.0%	0	0.0%	Healthcare
AMGN Amgen	$0	$7,242,400 ▼	-100.0%	0	0.0%	Healthcare
BB BlackBerry	$0	$4,199,749 ▼	-100.0%	0	0.0%	Technology
COLB Columbia Banking System	$0	$2,742,070 ▼	-100.0%	0	0.0%	Finance

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