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CIK: 0001800508
Total reported value
$185.9M
$185.9M
171 檔
32.5%
The Q1 2024 SEC filing reveals that General Partner, Inc. held a total portfolio value of $185.9M, covering 171 public equity positions.
During Q1 2024, General Partner, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BRK-A, AAPL, MSFT) accounted for 32.5% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 13.15% | -1.13% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 9.38% | -1.54% | +6.97% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.28% | -0.57% | +11.18% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.15% | -0.02% | +7.10% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 4.00% | -0.29% | +0.45% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.82% | -0.05% | +23.81% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 2.40% | -0.09% | +7.65% | |
| 8 | DISYX | Bnym International Stock-y | Stock-Other | 2.40% | — | — | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.16% | -0.31% | +2.21% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 1.94% | +0.05% | — | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.83% | +0.01% | +454.85% | |
| 12 | GQGIX | Gqg Part Emerg Mkts Eq-inst | Stock-Other | 1.82% | — | — | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.75% | -0.04% | +54.39% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.70% | -0.03% | — | |
| 15 | ✓ | Ares Strategic Income Fund | Stock-Other | 1.57% | — | — | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.55% | -0.13% | — | |
| 17 | NEE | Nextera Energy Inc | Stock-Utilities | 1.47% | -0.28% | +9.06% | |
| 18 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.46% | -0.08% | — | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.42% | +0.05% | — | |
| 20 | MCO | Moody's CORP | Stock-Financials | 1.36% | -0.13% | — | |
| 21 | VV | Vanguard Large-cap ETF | ETF-Other | 1.36% | +0.01% | — | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.34% | +0.02% | — | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 1.33% | -0.01% | +2.08% | |
| 24 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 1.28% | -0.10% | — | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.16% | -0.18% | — | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.10% | -0.23% | +16.27% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.97% | +0.06% | +8.26% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.97% | -0.03% | +326.34% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | -0.02% | — | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.90% | +0.01% | +29.12% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.90% | -0.37% | +25.39% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.83% | -0.16% | +41.50% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.79% | -0.33% | +254.88% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.72% | -0.04% | +33.13% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.65% | -0.06% | +38.71% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.61% | -0.12% | +39.45% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.61% | -0.15% | +25.26% | |
| 38 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 0.58% | -0.02% | — | |
| 39 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.57% | -0.13% | +5.94% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.55% | +0.05% | — | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.55% | +0.10% | +112.18% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.55% | +0.33% | +5.63% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | +0.02% | — | |
| 44 | FAST | Fastenal Co | Stock-Industrials | 0.54% | -0.05% | +4.62% | |
| 45 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.52% | — | — | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.46% | -0.08% | +30.05% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.46% | -0.17% | +53.41% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.45% | +0.08% | +43.81% | |
| 49 | APDYX | Artisan Developing World-adv | Stock-Other | 0.43% | — | — | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.38% | +0.02% | — |
According to official SEC Form 13F filings, General Partner, Inc. reported a total U.S. public equity portfolio value of $185.9M across 171 disclosed positions in Q1 2024.
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During Q1 2024, General Partner, Inc.'s top holdings by market value included BRK-A (13.2%)、AAPL (9.4%)、MSFT (7.3%). The largest single position, BRK-A, represented 13.2% of total portfolio value.
In Q1 2024, General Partner, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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