General Partner, Inc. Top Holdings and 13F Report (2026)

About General Partner, Inc.

Investment Activity

General Partner, Inc. has $164.19 million in total holdings as of March 31, 2026.
General Partner, Inc. owns shares of 203 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
Approximately 22.90% of the portfolio was purchased this quarter.
About 4.15% of the portfolio was sold this quarter.
This quarter, General Partner, Inc. has purchased 207 new stocks and bought additional shares in 41 stocks.
General Partner, Inc. sold shares of 23 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $23,698,620
Apple: $14,568,816
Vanguard Small-Cap Value ETF: $7,807,097
Alphabet: $6,224,001
Microsoft: $4,512,742

Largest New Holdings this Quarter

G0593M107 - AstraZeneca: $75,732 Holding

Largest Purchases this Quarter

Alphabet: 20,757 shares (about $5.95M)
Mastercard: 7,503 shares (about $3.75M)
Vanguard Small-Cap ETF: 13,466 shares (about $3.53M)
Vanguard FTSE Developed Markets ETF: 54,579 shares (about $3.50M)
Berkshire Hathaway: 6,000 shares (about $2.88M)

Largest Sales this Quarter

iShares Ultra Short-Term Bond Active ETF: 82,195 shares (about $4.16M)
Apple: 3,275 shares (about $831.16K)
NextEra Energy: 2,500 shares (about $232.20K)
Meta Platforms: 350 shares (about $200.25K)
Microsoft: 400 shares (about $148.07K)

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
BRK.A Berkshire Hathaway	$23,698,620		0.0%	33	14.4%	Finance
AAPL Apple	$14,568,816	$831,162 â–¼	-5.4%	57,405	8.9%	Computer and Technology
VBR Vanguard Small-Cap Value ETF	$7,807,097	$1,408,866 â–²	22.0%	35,936	4.8%	ETF
GOOG Alphabet	$6,224,001	$5,954,353 â–²	2,208.2%	21,697	3.8%	Computer and Technology
MSFT Microsoft	$4,512,742	$1,899,342 â–²	72.7%	12,191	2.7%	Computer and Technology
MA Mastercard	$3,848,881	$3,748,949 â–²	3,751.5%	7,703	2.3%	Business Services
VB Vanguard Small-Cap ETF	$3,535,920	$3,527,015 â–²	39,605.9%	13,500	2.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$3,529,462	$3,497,422 â–²	10,915.8%	55,079	2.1%	ETF
BRK.B Berkshire Hathaway	$3,066,880	$2,875,200 â–²	1,500.0%	6,400	1.9%	Finance
AMZN Amazon.com	$2,933,483	$52,068 â–¼	-1.7%	14,085	1.8%	Retail/Wholesale
IWF iShares Russell 1000 Growth ETF	$2,855,174		0.0%	6,696	1.7%	ETF
GOOG Alphabet	$2,837,619	$2,567,971 â–²	952.3%	9,892	1.7%	Computer and Technology
NEE NextEra Energy	$2,702,622	$232,200 â–¼	-7.9%	29,098	1.6%	Utilities
SPY SPDR S&P 500 ETF Trust	$2,658,590		0.0%	4,088	1.6%	Finance
JNJ Johnson & Johnson	$2,644,352	$73,332 â–¼	-2.7%	10,818	1.6%	Medical
IUSV iShares Core S&P U.S. Value ETF	$2,621,077		0.0%	25,634	1.6%	Manufacturing
NVDA NVIDIA	$2,593,502	$910,542 â–²	54.1%	14,871	1.6%	Computer and Technology
MSFT Microsoft	$2,465,332	$148,068 â–¼	-5.7%	6,660	1.5%	Computer and Technology
HD Home Depot	$2,459,111	$2,168,043 â–²	744.9%	7,477	1.5%	Retail/Wholesale
GOOGL Alphabet	$2,140,884	$86,268 â–¼	-3.9%	7,445	1.3%	Computer and Technology
XOM ExxonMobil	$2,133,983		0.0%	12,578	1.3%	Energy
AVGO Broadcom	$2,052,051		0.0%	6,630	1.2%	Computer and Technology
META Meta Platforms	$1,835,393	$200,245 â–¼	-9.8%	3,208	1.1%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$1,704,862	$148,296 â–²	9.5%	25,246	1.0%	ETF
VV Vanguard Large-Cap ETF	$1,703,445		0.0%	5,700	1.0%	ETF
Walmart Inc	$1,639,999	$790,669 â–²	93.1%	13,196	1.0%	CL
IJH iShares Core S&P Mid-Cap ETF	$1,556,567		0.0%	23,050	0.9%	ETF
UNP Union Pacific	$1,398,947	$1,109,987 â–²	384.1%	5,766	0.9%	Transportation
TSM Taiwan Semiconductor Manufacturing	$1,353,152	$519,091 â–²	62.2%	4,004	0.8%	Computer and Technology
MCO Moody's	$1,350,194	$87,250 â–¼	-6.1%	3,095	0.8%	Finance
TJX TJX Companies	$1,292,612		0.0%	8,094	0.8%	Retail/Wholesale
VWO Vanguard FTSE Emerging Markets ETF	$1,134,077	$268,412 â–²	31.0%	20,982	0.7%	ETF
VNQ Vanguard Real Estate ETF	$1,120,458		0.0%	12,632	0.7%	ETF
JPM JPMorgan Chase & Co.	$1,103,100	$22,944 â–²	2.1%	3,750	0.7%	Finance
FLJP Franklin FTSE Japan ETF	$1,096,073		0.0%	30,295	0.7%	ETF
IJR iShares Core S&P Small-Cap ETF	$1,091,442	$428,248 â–²	64.6%	8,780	0.7%	ETF
JPM JPMorgan Chase & Co.	$1,080,155		0.0%	3,672	0.7%	Finance
MRK Merck & Co., Inc.	$1,044,839		0.0%	8,686	0.6%	Medical
IWM iShares Russell 2000 ETF	$1,035,648		0.0%	4,176	0.6%	Finance
COST Costco Wholesale	$1,002,409	$318,858 â–²	46.6%	1,006	0.6%	Retail/Wholesale
PM Philip Morris International	$940,454	$927,227 â–²	7,010.0%	5,688	0.6%	Consumer Staples
MDY SPDR S&P MidCap 400 ETF Trust	$915,272		0.0%	1,484	0.6%	ETF
FAST Fastenal	$899,139		0.0%	19,378	0.5%	Retail/Wholesale
VWO Vanguard FTSE Emerging Markets ETF	$865,665		0.0%	16,016	0.5%	ETF
PEP PepsiCo	$864,655		0.0%	5,568	0.5%	Consumer Staples
GBDC Golub Capital BDC	$854,550	$151,401 â–²	21.5%	67,500	0.5%	Finance
WAL MART STORES INC	$836,902	$12,428 â–¼	-1.5%	6,734	0.5%	CL
TSM Taiwan Semiconductor Manufacturing	$834,061		0.0%	2,468	0.5%	Computer and Technology
RTX RTX	$808,637	$767,549 â–²	1,868.1%	4,192	0.5%	Aerospace
V Visa	$751,066	$101,553 â–²	15.6%	2,485	0.5%	Business Services
GBDC Golub Capital BDC	$703,149		0.0%	55,541	0.4%	Finance
MCD McDonald's	$697,413	$691,508 â–²	11,710.5%	2,244	0.4%	Retail/Wholesale
GS The Goldman Sachs Group	$687,790	$21,150 â–¼	-3.0%	813	0.4%	Finance
COST Costco Wholesale	$683,551		0.0%	686	0.4%	Retail/Wholesale
IJR iShares Core S&P Small-Cap ETF	$663,194		0.0%	5,335	0.4%	ETF
V Visa	$649,514		0.0%	2,149	0.4%	Business Services
ABT Abbott Laboratories	$647,335	$15,401 â–¼	-2.3%	6,305	0.4%	Medical
CVX Chevron	$563,389	$172,968 â–²	44.3%	2,723	0.3%	Energy
LLY Eli Lilly and Company	$538,065	$22,994 â–¼	-4.1%	585	0.3%	Medical
MDT Medtronic	$537,143		0.0%	6,199	0.3%	Medical
CAT Caterpillar	$532,762		0.0%	752	0.3%	Industrials
BAC Bank of America	$520,991	$280,702 â–²	116.8%	10,687	0.3%	Finance
UBER Uber Technologies	$513,005		0.0%	7,132	0.3%	Computer and Technology
INTC Intel	$512,614		0.0%	11,616	0.3%	Computer and Technology
PG Procter & Gamble	$505,829	$90,564 â–²	21.8%	3,502	0.3%	Consumer Staples
LINDE PLC	$494,768		0.0%	998	0.3%	CL
LMT Lockheed Martin	$493,182		0.0%	816	0.3%	Aerospace
Cambria Global EW ETF	$431,401		0.0%	8,555	0.3%	CL
PG Procter & Gamble	$415,265		0.0%	2,875	0.3%	Consumer Staples
CVX Chevron	$390,420		0.0%	1,887	0.2%	Energy
AMD Advanced Micro Devices	$387,738		0.0%	1,906	0.2%	Computer and Technology
APD Air Products and Chemicals	$383,156	$281,775 â–²	277.9%	1,319	0.2%	Basic Materials
UNH UnitedHealth Group	$377,744	$13,530 â–¼	-3.5%	1,396	0.2%	Medical
CARR Carrier Global	$370,689		0.0%	6,583	0.2%	Construction
KO CocaCola	$363,899	$15,210 â–¼	-4.0%	4,785	0.2%	Consumer Staples
HON Honeywell International	$362,778	$64,645 â–²	21.7%	1,605	0.2%	Multi-Sector Conglomerates
SBUX Starbucks	$359,973	$17,918 â–¼	-4.7%	4,018	0.2%	Retail/Wholesale
MCD McDonald's	$349,950	$344,045 â–²	5,826.3%	1,126	0.2%	Retail/Wholesale
AMAT Applied Materials	$348,626		0.0%	1,020	0.2%	Computer and Technology
TRGP Targa Resources	$338,486		0.0%	1,350	0.2%	Energy
ABBV AbbVie	$334,282	$224,015 â–²	203.2%	1,537	0.2%	Medical
ASML ASML	$323,603		0.0%	245	0.2%	Computer and Technology
ORCL Oracle	$322,171		0.0%	2,190	0.2%	Computer and Technology
EQT EQT	$316,545		0.0%	4,974	0.2%	Energy
QCOM Qualcomm	$315,511		0.0%	2,450	0.2%	Computer and Technology
WMB Williams Companies	$310,334		0.0%	4,264	0.2%	Energy
LAM RESEARCH CORP	$304,466	$253,188 â–²	493.8%	1,425	0.2%	CL
HON Honeywell International	$298,134		0.0%	1,319	0.2%	Multi-Sector Conglomerates
AMT American Tower	$291,488	$170,337 â–²	140.6%	1,689	0.2%	Finance
HD Home Depot	$291,068		0.0%	885	0.2%	Retail/Wholesale
UNP Union Pacific	$288,960		0.0%	1,191	0.2%	Transportation
COP ConocoPhillips	$288,024	$6,600 â–¼	-2.2%	2,182	0.2%	Energy
GOOG Alphabet	$269,648		0.0%	940	0.2%	Computer and Technology
TXN Texas Instruments	$269,272		0.0%	1,387	0.2%	Computer and Technology
AXP American Express	$267,997	$15,124 â–¼	-5.3%	886	0.2%	Finance
BRK.B Berkshire Hathaway	$266,914	$75,234 â–²	39.3%	557	0.2%	Finance
GLD SPDR Gold Shares	$258,174		0.0%	600	0.2%	Finance
LOW Lowe's Companies	$244,077	$196,821 â–²	416.5%	1,033	0.1%	Retail/Wholesale
BAC Bank of America	$240,289		0.0%	4,929	0.1%	Finance
VTEB Vanguard Tax-Exempt Bond ETF	$239,871		0.0%	4,808	0.1%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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General Partner, Inc. Top Holdings and 13F Report (2026)

About General Partner, Inc.

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

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

About MarketBeat

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General Partner, Inc. Top Holdings and 13F Report (2026)

About General Partner, Inc.

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 Partner, Inc.

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