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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 diversified closed-end management investment company listed on the New York Stock Exchange under the ticker GAM. The firm primarily allocates capital to equity and equity-related securities of publicly traded companies, aiming to generate long-term capital appreciation for its shareholders. Its flexible mandate allows investment across a broad range of industries and market capitalizations. 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

Map of 500 Largest Holdings ofGeneral American Investors

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
ASML Holding N.V. stock logo
ASML
ASML
$109,419,2000.0%55,0006.5%Technology
GE Vernova Inc.
$83,415,060$23,497,200 â–¼-22.0%71,0004.9%COM
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$82,373,5000.0%1104.9%Finance
Apple Inc. stock logo
AAPL
Apple
$76,884,3990.0%265,7054.5%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$74,172,0940.0%209,9234.4%Communication Services
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$73,439,9280.0%484,7524.3%Consumer Discretionary
Republic Services, Inc. stock logo
RSG
Republic Services
$71,514,9750.0%335,6254.2%Industrials
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$69,356,940$1,191,700 â–²1.7%291,0004.1%Consumer Discretionary
Broadcom Inc. stock logo
AVGO
Broadcom
$52,129,5000.0%138,0003.1%Technology
Arch Capital Group Ltd. stock logo
ACGL
Arch Capital Group
$51,461,2120.0%530,2003.0%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$49,014,828$1,865,100 â–²4.0%131,4002.9%Technology
Everest Group, Ltd. stock logo
EG
Everest Group
$43,906,782$2,245,905 â–¼-4.9%122,9092.6%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$41,214,338$9,004,050 â–²28.0%205,9792.4%Technology
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$39,063,680$2,750,963 â–¼-6.6%142,0002.3%Technology
Cameco Corporation stock logo
CCJ
Cameco
$34,553,9680.0%339,2302.0%Energy
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$30,870,5100.0%33,0001.8%Consumer Staples
Nelnet, Inc. stock logo
NNI
Nelnet
$30,798,963$403,723 â–¼-1.3%230,9981.8%Finance
RTX Corporation stock logo
RTX
RTX
$30,356,800$1,897,300 â–²6.7%160,0001.8%Industrials
Solventum Corporation
$29,112,5530.0%377,3501.7%COM
Agnico Eagle Mines Limited stock logo
AEM
Agnico Eagle Mines
$27,810,465$1,551,300 â–¼-5.3%179,2721.6%Materials
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$26,255,8910.0%204,3261.6%Healthcare
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$26,186,4000.0%80,0001.5%Finance
ServiceNow, Inc. stock logo
NOW
ServiceNow
$24,188,800$18,012,936 â–²291.7%235,0001.4%Technology
M&T Bank Corporation stock logo
MTB
M&T Bank
$24,062,8110.0%101,1001.4%Finance
Onto Innovation Inc. stock logo
ONTO
Onto Innovation
$22,707,000$7,569,000 â–¼-25.0%60,0001.3%Technology
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$22,673,161$3,117,700 â–²15.9%36,3621.3%Healthcare
Dominion Energy Inc. stock logo
D
Dominion Energy
$19,804,1000.0%290,0001.2%Utilities
Energy Transfer LP stock logo
ET
Energy Transfer
$19,502,9740.0%1,020,0301.2%Energy
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$19,116,4630.0%65,7851.1%Industrials
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$18,803,669$11,587,669 â–²160.6%260,5831.1%Industrials
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$18,306,666$3,158,500 â–²20.9%144,9001.1%Healthcare
The Boeing Company stock logo
BA
Boeing
$18,216,816$6,948,687 â–²61.7%84,1541.1%Industrials
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$18,112,596$12,001,800 â–¼-39.9%25,0521.1%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$18,025,2800.0%32,0001.1%Communication Services
PepsiCo, Inc. stock logo
PEP
PepsiCo
$17,602,0000.0%130,0001.0%Consumer Staples
AT&T Inc. stock logo
T
AT&T
$16,035,0270.0%774,6390.9%Communication Services
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$15,736,4720.0%115,1000.9%Energy
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$15,114,625$1,462,300 â–²10.7%51,6810.9%Technology
Chevron Corporation stock logo
CVX
Chevron
$14,320,1720.0%86,3910.8%Energy
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$13,681,0000.0%100,0000.8%Utilities
Revolution Medicines, Inc. stock logo
RVMD
Revolution Medicines
$11,713,4280.0%62,5450.7%Healthcare
NextNav Inc. stock logo
NN
NextNav
$11,586,184$527,839 â–²4.8%649,8140.7%Technology
IDEAYA Biosciences, Inc. stock logo
IDYA
IDEAYA Biosciences
$11,488,105$1,042,777 â–²10.0%308,2400.7%Healthcare
Maravai LifeSciences Holdings, Inc. stock logo
MRVI
Maravai LifeSciences
$10,709,0440.0%1,716,1930.6%Healthcare
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$10,294,3250.0%58,0060.6%Healthcare
Mastercard Incorporated stock logo
MA
Mastercard
$10,000,000$10,000,000 â–²New Holding20,0000.6%Finance
Pfizer Inc. stock logo
PFE
Pfizer
$9,771,857$2,408,000 â–¼-19.8%405,8080.6%Healthcare
Arista Networks, Inc.
$9,367,523$11,891,600 â–¼-55.9%55,1420.6%COM
ARS Pharmaceuticals, Inc. stock logo
SPRY
ARS Pharmaceuticals
$9,075,698$3,251,195 â–²55.8%1,133,0460.5%Healthcare
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$9,040,000$9,040,000 â–²New Holding180,8000.5%Healthcare
Mastercard Incorporated stock logo
MA
Mastercard
$7,704,000$7,704,000 â–²New Holding15,0000.5%Finance
MetLife, Inc. stock logo
MET
MetLife
$7,642,5670.0%90,3270.5%Finance
indie Semiconductor, Inc. stock logo
INDI
indie Semiconductor
$7,382,040$946,232 â–¼-11.4%1,644,1070.4%Technology
Amgen Inc. stock logo
AMGN
Amgen
$7,242,400$3,621,200 â–¼-33.3%20,0000.4%Healthcare
Alamos Gold Inc. stock logo
AGI
Alamos Gold
$7,166,884$758,500 â–²11.8%236,2190.4%Materials
Arcos Dorados Holdings Inc. stock logo
ARCO
Arcos Dorados
$6,933,035$725,400 â–¼-9.5%860,1780.4%Consumer Discretionary
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$6,513,1020.0%30,6110.4%ETF
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$5,994,794$5,994,794 â–²New Holding28,2840.4%Healthcare
Universal Display Corporation stock logo
OLED
Universal Display
$5,022,999$606,130 â–¼-10.8%58,0090.3%Technology
Uranium Energy Corp. stock logo
UEC
Uranium Energy
$4,849,1270.0%454,8900.3%Energy
i-80 Gold Corp.
$4,840,944$2,680,944 â–²124.1%3,361,7670.3%COM
BlackBerry Limited stock logo
BB
BlackBerry
$4,199,749$8,791,749 â–¼-67.7%331,9960.2%Technology
Adams Diversified Equity Fund, Inc. stock logo
ADX
Adams Diversified Equity Fund
$3,350,2180.0%131,1240.2%Finance
Royce Small-Cap Trust, Inc. stock logo
RVT
Royce Small-Cap Trust
$2,786,6980.0%150,8770.2%Finance
First Carolina Financial
$2,748,703$2,748,703 â–²New Holding207,6060.2%COM
Columbia Banking System, Inc. stock logo
COLB
Columbia Banking System
$2,742,070$1,602,500 â–¼-36.9%85,5560.2%Finance
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$2,707,1200.0%13,7000.2%ETF
Ferroglobe PLC stock logo
GSM
Ferroglobe
$2,631,739$254,400 â–¼-8.8%827,5910.2%Materials
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$2,527,200$1,263,600 â–²100.0%45,0000.1%ETF
Valneva SE Sponsored ADR stock logo
VALN
Valneva
$1,853,3080.0%354,3610.1%Healthcare
Cleveland-Cliffs Inc. stock logo
CLF
Cleveland-Cliffs
$944,5680.0%100,5930.1%Materials
NCR Voyix Corporation
$0$4,240,543 â–¼-100.0%00.0%COM
Expedia Group, Inc. stock logo
EXPE
Expedia Group
$0$1,154,450 â–¼-100.0%00.0%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
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