General Partner, Inc. Top Holdings and 13F Report (2025) About General Partner, Inc.Investment ActivityGeneral Partner, Inc. has $170.66 million in total holdings as of June 30, 2025.General Partner, Inc. owns shares of 213 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 26.48% of the portfolio was purchased this quarter.About 0.72% of the portfolio was sold this quarter.This quarter, General Partner, Inc. has purchased 215 new stocks and bought additional shares in 44 stocks.General Partner, Inc. sold shares of 2 stocks and completely divested from 3 stocks this quarter.Largest Holdings Berkshire Hathaway $24,050,400Apple $14,305,068iShares Ultra Short-Term Bond Active ETF $7,974,655Microsoft $7,009,004Vanguard Small-Cap Value ETF $5,725,299 Largest New Holdings this Quarter 78468R606 - SPDR Portfolio High Yield Bond ETF $414,120 Holding Largest Purchases this Quarter Mastercard 8,703 shares (about $4.89M)Vanguard Small-Cap Value ETF 22,330 shares (about $4.35M)Alphabet 23,607 shares (about $4.19M)Microsoft 6,631 shares (about $3.30M)Vanguard Small-Cap ETF 13,441 shares (about $3.19M) Largest Sales this Quarter Vanguard Large-Cap ETF 2,138 shares (about $609.97K)Apple 2,525 shares (about $518.05K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGeneral Partner, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.ABerkshire Hathaway$24,050,4000.0%3314.1%FinanceAAPLApple$14,305,068$518,054 ▼-3.5%69,7238.4%Computer and TechnologyICSHiShares Ultra Short-Term Bond Active ETF$7,974,655$2,900,612 ▲57.2%157,2604.7%ETFMSFTMicrosoft$7,009,004$3,298,326 ▲88.9%14,0914.1%Computer and TechnologyVBRVanguard Small-Cap Value ETF$5,725,299$4,354,574 ▲317.7%29,3593.4%ETFMAMastercard$5,002,952$4,890,564 ▲4,351.5%8,9032.9%Business ServicesGOOGAlphabet$4,354,392$4,187,645 ▲2,511.4%24,5472.6%Computer and TechnologyMSFTMicrosoft$3,710,6790.0%7,4602.2%Computer and TechnologyBNDVanguard Total Bond Market ETF$3,375,7880.0%45,8482.0%ETFHDHome Depot$3,337,157$3,012,681 ▲928.5%9,1022.0%Retail/WholesaleVBVanguard Small-Cap ETF$3,199,230$3,185,248 ▲22,781.4%13,5001.9%ETFAMZNAmazon.com$3,144,9550.0%14,3351.8%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$3,140,054$3,111,549 ▲10,915.8%55,0791.8%ETFBRK.BBerkshire Hathaway$3,108,928$2,914,620 ▲1,500.0%6,4001.8%FinanceIWFiShares Russell 1000 Growth ETF$2,842,9880.0%6,6961.7%ETFMETAMeta Platforms$2,626,1240.0%3,5581.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,525,7710.0%4,0881.5%FinanceNEENextEra Energy$2,471,2140.0%35,5981.4%UtilitiesIUSViShares Core S&P U.S. Value ETF$2,425,7450.0%25,6341.4%ManufacturingGOOGAlphabet$1,985,349$1,818,602 ▲1,090.6%11,1921.2%Computer and TechnologyAVGOBroadcom$1,827,5610.0%6,6301.1%Computer and TechnologyMCOMoody's$1,727,9780.0%3,4451.0%FinanceJNJJohnson & Johnson$1,698,2750.0%11,1181.0%MedicalVVVanguard Large-Cap ETF$1,626,210$609,971 ▼-27.3%5,7001.0%ETFIJHiShares Core S&P Mid-Cap ETF$1,565,757$136,196 ▲9.5%25,2460.9%ETFGOOGLAlphabet$1,541,1310.0%8,7450.9%Computer and TechnologyNVDANVIDIA$1,524,6030.0%9,6500.9%Computer and TechnologyUNPUnion Pacific$1,430,177$1,156,152 ▲421.9%6,2160.8%TransportationIJHiShares Core S&P Mid-Cap ETF$1,429,5610.0%23,0500.8%ETFXOMExxon Mobil$1,376,1760.0%12,7660.8%EnergyWMTWalmart$1,290,305$622,076 ▲93.1%13,1960.8%Retail/WholesaleCOSTCostco Wholesale$1,193,868$514,769 ▲75.8%1,2060.7%Retail/WholesaleJPMJPMorgan Chase & Co.$1,159,640$95,090 ▲8.9%4,0000.7%FinanceVNQVanguard Real Estate ETF$1,125,006$1,107,194 ▲6,216.0%12,6320.7%ETFJPMJPMorgan Chase & Co.$1,064,5500.0%3,6720.6%FinanceVWOVanguard FTSE Emerging Markets ETF$1,037,770$245,618 ▲31.0%20,9820.6%ETFPMPhilip Morris International$1,035,956$1,021,386 ▲7,010.0%5,6880.6%Consumer StaplesTJXTJX Companies$999,5280.0%8,0940.6%Retail/WholesaleGBDCGolub Capital BDC$988,875$175,199 ▲21.5%67,5000.6%FinanceFLJPFranklin FTSE Japan ETF$973,9840.0%30,2950.6%ETFIJRiShares Core S&P Small-Cap ETF$959,566$376,504 ▲64.6%8,7800.6%ETFVVisa$917,804$133,499 ▲17.0%2,5850.5%Business ServicesTSMTaiwan Semiconductor Manufacturing$906,866$347,889 ▲62.2%4,0040.5%Computer and TechnologyIWMiShares Russell 2000 ETF$901,1390.0%4,1760.5%FinanceABTAbbott Laboratories$877,9450.0%6,4550.5%MedicalFASTFastenal$855,876$427,938 ▲100.0%20,3780.5%Retail/WholesaleMDYSPDR S&P MidCap 400 ETF Trust$840,6560.0%1,4840.5%ETFGBDCGolub Capital BDC$813,6760.0%55,5410.5%FinanceVWOVanguard FTSE Emerging Markets ETF$792,1510.0%16,0160.5%ETFVVisa$784,3060.0%2,2090.5%Business ServicesBRK.BBerkshire Hathaway$767,517$573,209 ▲295.0%1,5800.4%FinancePEPPepsiCo$735,1990.0%5,5680.4%Consumer StaplesMRKMerck & Co., Inc.$687,5830.0%8,6860.4%MedicalCOSTCostco Wholesale$679,0990.0%6860.4%Retail/WholesaleWMTWalmart$668,2290.0%6,8340.4%Retail/WholesaleUBERUber Technologies$665,4160.0%7,1320.4%Computer and TechnologyMCDMcDonald's$655,629$650,078 ▲11,710.5%2,2440.4%Retail/WholesaleRTXRTX$612,116$581,014 ▲1,868.1%4,1920.4%AerospaceGSThe Goldman Sachs Group$593,0950.0%8380.3%FinanceIJRiShares Core S&P Small-Cap ETF$583,0620.0%5,3350.3%ETFTSMTaiwan Semiconductor Manufacturing$558,9770.0%2,4680.3%Computer and TechnologyPGProcter & Gamble$557,939$99,894 ▲21.8%3,5020.3%Consumer StaplesMDTMedtronic$540,3670.0%6,1990.3%MedicalBACBank of America$517,539$284,299 ▲121.9%10,9370.3%FinanceCARRCarrier Global$481,8100.0%6,5830.3%ConstructionORCLOracle$478,8000.0%2,1900.3%Computer and TechnologyLLYEli Lilly and Company$475,5130.0%6100.3%MedicalLINDE PLC$468,2420.0%9980.3%CLPGProcter & Gamble$458,0450.0%2,8750.3%Consumer StaplesUNHUnitedHealth Group$451,1090.0%1,4460.3%MedicalAPDAir Products and Chemicals$428,449$330,010 ▲335.2%1,5190.3%Basic MaterialsSPHYSPDR Portfolio High Yield Bond ETF$414,120$414,120 ▲New Holding17,4000.2%ETFQCOMQUALCOMM$390,1870.0%2,4500.2%Computer and TechnologyCVXChevron$389,906$119,707 ▲44.3%2,7230.2%EnergySBUXStarbucks$386,4960.0%4,2180.2%Retail/WholesaleLMTLockheed Martin$377,9220.0%8160.2%AerospaceHONHoneywell International$373,772$66,604 ▲21.7%1,6050.2%Multi-Sector ConglomeratesAMTAmerican Tower$373,303$218,147 ▲140.6%1,6890.2%FinanceKOCocaCola$352,6890.0%4,9850.2%Consumer StaplesMCDMcDonald's$343,592$338,041 ▲6,089.5%1,1760.2%Retail/WholesaleEQTEQT$335,9820.0%5,7610.2%EnergyHDHome Depot$324,4760.0%8850.2%Retail/WholesaleHONHoneywell International$307,1690.0%1,3190.2%Multi-Sector ConglomeratesADBEAdobe$300,9930.0%7780.2%Computer and TechnologyOTISOtis Worldwide$299,9320.0%3,0290.2%IndustrialsAXPAmerican Express$298,5650.0%9360.2%FinanceACNAccenture$297,9930.0%9970.2%Computer and TechnologyCATCaterpillar$291,9340.0%7520.2%IndustrialsTXNTexas Instruments$287,9690.0%1,3870.2%Computer and TechnologyABBVAbbVie$285,298$191,189 ▲203.2%1,5370.2%MedicalINTCIntel$276,9980.0%12,3660.2%Computer and TechnologyMDLZMondelez International$276,167$200,567 ▲265.3%4,0950.2%Consumer StaplesUNPUnion Pacific$274,0250.0%1,1910.2%TransportationAMDAdvanced Micro Devices$270,4610.0%1,9060.2%Computer and TechnologyCVXChevron$270,2000.0%1,8870.2%EnergyWMBWilliams Companies$267,8220.0%4,2640.2%EnergyLOWLowe's Companies$240,285$195,911 ▲441.5%1,0830.1%Retail/WholesaleTRGPTarga Resources$235,0080.0%1,3500.1%EnergyTGTTarget$234,9840.0%2,3820.1%Retail/WholesaleADPAutomatic Data Processing$234,075$203,235 ▲659.0%7590.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.