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General Partner, Inc. Top Holdings and 13F Report (2025)

About General Partner, Inc.

Investment Activity

  • General 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
$24,050,400
Apple
$14,305,068
Microsoft
$7,009,004

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 Time

Map of 500 Largest Holdings ofGeneral Partner, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$24,050,4000.0%3314.1%Finance
Apple Inc. stock logo
AAPL
Apple
$14,305,068$518,054 -3.5%69,7238.4%Computer and Technology
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$7,974,655$2,900,612 57.2%157,2604.7%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$7,009,004$3,298,326 88.9%14,0914.1%Computer and Technology
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$5,725,299$4,354,574 317.7%29,3593.4%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$5,002,952$4,890,564 4,351.5%8,9032.9%Business Services
Alphabet Inc. stock logo
GOOG
Alphabet
$4,354,392$4,187,645 2,511.4%24,5472.6%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$3,710,6790.0%7,4602.2%Computer and Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$3,375,7880.0%45,8482.0%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$3,337,157$3,012,681 928.5%9,1022.0%Retail/Wholesale
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$3,199,230$3,185,248 22,781.4%13,5001.9%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,144,9550.0%14,3351.8%Retail/Wholesale
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$3,140,054$3,111,549 10,915.8%55,0791.8%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,108,928$2,914,620 1,500.0%6,4001.8%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$2,842,9880.0%6,6961.7%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,626,1240.0%3,5581.5%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,525,7710.0%4,0881.5%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$2,471,2140.0%35,5981.4%Utilities
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$2,425,7450.0%25,6341.4%Manufacturing
Alphabet Inc. stock logo
GOOG
Alphabet
$1,985,349$1,818,602 1,090.6%11,1921.2%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$1,827,5610.0%6,6301.1%Computer and Technology
Moody's Corporation stock logo
MCO
Moody's
$1,727,9780.0%3,4451.0%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,698,2750.0%11,1181.0%Medical
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$1,626,210$609,971 -27.3%5,7001.0%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,565,757$136,196 9.5%25,2460.9%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,541,1310.0%8,7450.9%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,524,6030.0%9,6500.9%Computer and Technology
Union Pacific Corporation stock logo
UNP
Union Pacific
$1,430,177$1,156,152 421.9%6,2160.8%Transportation
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,429,5610.0%23,0500.8%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$1,376,1760.0%12,7660.8%Energy
Walmart Inc. stock logo
WMT
Walmart
$1,290,305$622,076 93.1%13,1960.8%Retail/Wholesale
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,193,868$514,769 75.8%1,2060.7%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,159,640$95,090 8.9%4,0000.7%Finance
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$1,125,006$1,107,194 6,216.0%12,6320.7%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,064,5500.0%3,6720.6%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,037,770$245,618 31.0%20,9820.6%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$1,035,956$1,021,386 7,010.0%5,6880.6%Consumer Staples
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$999,5280.0%8,0940.6%Retail/Wholesale
Golub Capital BDC, Inc. stock logo
GBDC
Golub Capital BDC
$988,875$175,199 21.5%67,5000.6%Finance
Franklin FTSE Japan ETF stock logo
FLJP
Franklin FTSE Japan ETF
$973,9840.0%30,2950.6%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$959,566$376,504 64.6%8,7800.6%ETF
Visa Inc. stock logo
V
Visa
$917,804$133,499 17.0%2,5850.5%Business Services
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$906,866$347,889 62.2%4,0040.5%Computer and Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$901,1390.0%4,1760.5%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$877,9450.0%6,4550.5%Medical
Fastenal Company stock logo
FAST
Fastenal
$855,876$427,938 100.0%20,3780.5%Retail/Wholesale
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$840,6560.0%1,4840.5%ETF
Golub Capital BDC, Inc. stock logo
GBDC
Golub Capital BDC
$813,6760.0%55,5410.5%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$792,1510.0%16,0160.5%ETF
Visa Inc. stock logo
V
Visa
$784,3060.0%2,2090.5%Business Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$767,517$573,209 295.0%1,5800.4%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$735,1990.0%5,5680.4%Consumer Staples
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$687,5830.0%8,6860.4%Medical
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$679,0990.0%6860.4%Retail/Wholesale
Walmart Inc. stock logo
WMT
Walmart
$668,2290.0%6,8340.4%Retail/Wholesale
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$665,4160.0%7,1320.4%Computer and Technology
McDonald's Corporation stock logo
MCD
McDonald's
$655,629$650,078 11,710.5%2,2440.4%Retail/Wholesale
RTX Corporation stock logo
RTX
RTX
$612,116$581,014 1,868.1%4,1920.4%Aerospace
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$593,0950.0%8380.3%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$583,0620.0%5,3350.3%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$558,9770.0%2,4680.3%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$557,939$99,894 21.8%3,5020.3%Consumer Staples
Medtronic PLC stock logo
MDT
Medtronic
$540,3670.0%6,1990.3%Medical
Bank of America Corporation stock logo
BAC
Bank of America
$517,539$284,299 121.9%10,9370.3%Finance
Carrier Global Corporation stock logo
CARR
Carrier Global
$481,8100.0%6,5830.3%Construction
Oracle Corporation stock logo
ORCL
Oracle
$478,8000.0%2,1900.3%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$475,5130.0%6100.3%Medical
LINDE PLC
$468,2420.0%9980.3%CL
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$458,0450.0%2,8750.3%Consumer Staples
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$451,1090.0%1,4460.3%Medical
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$428,449$330,010 335.2%1,5190.3%Basic Materials
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$414,120$414,120 New Holding17,4000.2%ETF
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$390,1870.0%2,4500.2%Computer and Technology
Chevron Corporation stock logo
CVX
Chevron
$389,906$119,707 44.3%2,7230.2%Energy
Starbucks Corporation stock logo
SBUX
Starbucks
$386,4960.0%4,2180.2%Retail/Wholesale
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$377,9220.0%8160.2%Aerospace
Honeywell International Inc. stock logo
HON
Honeywell International
$373,772$66,604 21.7%1,6050.2%Multi-Sector Conglomerates
American Tower Corporation stock logo
AMT
American Tower
$373,303$218,147 140.6%1,6890.2%Finance
CocaCola Company (The) stock logo
KO
CocaCola
$352,6890.0%4,9850.2%Consumer Staples
McDonald's Corporation stock logo
MCD
McDonald's
$343,592$338,041 6,089.5%1,1760.2%Retail/Wholesale
EQT Corporation stock logo
EQT
EQT
$335,9820.0%5,7610.2%Energy
The Home Depot, Inc. stock logo
HD
Home Depot
$324,4760.0%8850.2%Retail/Wholesale
Honeywell International Inc. stock logo
HON
Honeywell International
$307,1690.0%1,3190.2%Multi-Sector Conglomerates
Adobe Inc. stock logo
ADBE
Adobe
$300,9930.0%7780.2%Computer and Technology
Otis Worldwide Corporation stock logo
OTIS
Otis Worldwide
$299,9320.0%3,0290.2%Industrials
American Express Company stock logo
AXP
American Express
$298,5650.0%9360.2%Finance
Accenture PLC stock logo
ACN
Accenture
$297,9930.0%9970.2%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$291,9340.0%7520.2%Industrials
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$287,9690.0%1,3870.2%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$285,298$191,189 203.2%1,5370.2%Medical
Intel Corporation stock logo
INTC
Intel
$276,9980.0%12,3660.2%Computer and Technology
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$276,167$200,567 265.3%4,0950.2%Consumer Staples
Union Pacific Corporation stock logo
UNP
Union Pacific
$274,0250.0%1,1910.2%Transportation
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$270,4610.0%1,9060.2%Computer and Technology
Chevron Corporation stock logo
CVX
Chevron
$270,2000.0%1,8870.2%Energy
Williams Companies, Inc. (The) stock logo
WMB
Williams Companies
$267,8220.0%4,2640.2%Energy
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$240,285$195,911 441.5%1,0830.1%Retail/Wholesale
Targa Resources, Inc. stock logo
TRGP
Targa Resources
$235,0080.0%1,3500.1%Energy
Target Corporation stock logo
TGT
Target
$234,9840.0%2,3820.1%Retail/Wholesale
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$234,075$203,235 659.0%7590.1%Computer and Technology

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