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CIK: 0001800508
Total reported value
$185.9M
$185.9M
160 檔
34.9%
During the Q3 2024 filing period, General Partner, Inc. (CIK: 0001800508) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $185.9M across 160 reported positions.
In Q3 2024, General Partner, Inc. adopted a defensive or profit-taking posture, trimming 12 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 14.17% | -1.13% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 11.46% | -1.54% | -8.42% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.76% | -0.57% | -5.42% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.23% | -0.02% | -4.68% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 3.70% | -0.29% | -6.59% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.55% | -0.05% | — | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 2.51% | -0.09% | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.37% | -0.31% | — | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 2.14% | +1.81% | NEW | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 1.99% | +0.05% | — | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.87% | +0.01% | — | |
| 12 | NEE | Nextera Energy Inc | Stock-Utilities | 1.87% | -0.28% | -2.73% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.82% | -0.04% | — | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.66% | -0.03% | -4.97% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.56% | +0.05% | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.46% | +0.02% | — | |
| 17 | VV | Vanguard Large-cap ETF | ETF-Other | 1.40% | +0.01% | — | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.27% | -0.18% | -7.17% | |
| 19 | MCO | Moody's CORP | Stock-Financials | 1.24% | -0.13% | -16.85% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.20% | -0.13% | -20.09% | |
| 21 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 1.15% | -0.10% | — | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 1.13% | -0.01% | -9.19% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.10% | -0.03% | — | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.10% | -0.23% | -10.15% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.03% | +0.06% | — | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.00% | -0.02% | — | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 1.00% | -0.33% | -4.76% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | -0.16% | — | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.90% | -0.37% | — | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | +0.01% | -4.84% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.76% | -0.02% | +6216.00% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.73% | +0.02% | — | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.71% | +0.10% | +900.00% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.70% | +0.33% | — | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.69% | -0.06% | — | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.65% | -0.15% | — | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.61% | -0.04% | — | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.59% | -0.13% | -11.00% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.59% | -0.12% | — | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.57% | +0.05% | — | |
| 41 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 0.57% | -0.02% | — | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.53% | +0.08% | — | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.53% | — | — | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.46% | -0.08% | — | |
| 45 | FAST | Fastenal Co | Stock-Industrials | 0.45% | -0.05% | -8.94% | |
| 46 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.44% | -0.04% | — | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.44% | -0.02% | — | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.43% | -0.07% | +2554.93% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.42% | -0.17% | — | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.39% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | +1.3% | — | Unchanged |
| 2 | VNQ | Vanguard Real Estate ETF | +0.8% | +6216.00% | Add |
| 3 | RTX | Rtx CORP | +0.4% | +2554.93% | Add |
| 4 | HD | Home Depot Inc | +0.3% | — | Unchanged |
| 5 | VBR | Vanguard Small-cap Value ETF | +0.2% | — | Unchanged |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | — | Unchanged |
| 7 | NEE | Nextera Energy Inc | +0.2% | -2.73% | Trim |
| 8 | VB | Vanguard Small-cap ETF | +0.1% | — | Unchanged |
| 9 | WMT | Walmart Inc | +0.1% | -4.76% | Trim |
| 10 | MCD | Mcdonald's CORP | +0.1% | — | Unchanged |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.1% | — | Unchanged |
| 12 | VWO | Vanguard Ftse Emerging Marke | +0.1% | — | Unchanged |
| 13 | IJR | Ishares Core S&p Small-cap E | +0.1% | — | Unchanged |
| 14 | PM | Philip Morris International | +0.1% | — | Unchanged |
| 15 | MA | Mastercard Inc - A | +0.1% | -6.59% | Trim |
| 16 | IJH | Ishares Core S&p Midcap ETF | +0.1% | — | Unchanged |
| 17 | CARR | Carrier Global CORP | +0.1% | — | Unchanged |
| 18 | UNH | Unitedhealth Group Inc | +0.1% | — | Unchanged |
| 19 | LMT | Lockheed Martin CORP | +0.1% | — | Unchanged |
| 20 | APD | Air Products & Chemicals Inc | +0.1% | — | Unchanged |
| 21 | AMT | American Tower CORP | +0.1% | — | Unchanged |
| 22 | SBUX | Starbucks CORP | +0.1% | — | Unchanged |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 24 | META | Meta Platforms Inc-class A | 0% | -7.17% | Trim |
| 25 | NKE | Nike Inc -cl B | 0% | — | Unchanged |
| 26 | MDT | Medtronic plc | 0% | -0.93% | Trim |
| 27 | LOW | Lowe's Cos Inc | 0% | — | Unchanged |
| 28 | BND | Vanguard Total Bond Market | 0% | — | Unchanged |
| 29 | VV | Vanguard Large-cap ETF | 0% | — | Unchanged |
| 30 | AVGO | Broadcom Inc | 0% | +900.00% | Add |
| 31 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 32 | ABT | Abbott Laboratories | 0% | — | Unchanged |
| 33 | ORCL | Oracle CORP | 0% | — | Unchanged |
| 34 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 35 | IWF | Ishares Russell 1000 Growth | — | — | Unchanged |
| 36 | QCOM | Qualcomm Inc | -0.1% | — | Unchanged |
| 37 | INTC | Intel CORP | -0.1% | — | Unchanged |
| 38 | VGSH | Vanguard Short-term Treasury | -0.1% | EXIT | Sold out |
| 39 | MRK | Merck & Co. Inc. | -0.1% | — | Unchanged |
| 40 | GBDC | Golub Capital Bdc Inc | -0.1% | — | Unchanged |
| 41 | COST | Costco Wholesale CORP | -0.1% | -10.15% | Trim |
| 42 | GOOGL | Alphabet Inc-cl A | -0.1% | — | Unchanged |
| 43 | MCO | Moody's CORP | -0.1% | -16.85% | Trim |
| 44 | AAPL | Apple Inc | -0.2% | -8.42% | Trim |
| 45 | JNJ | Johnson & Johnson | -0.2% | -20.09% | Trim |
| 46 | AMZN | Amazon.com Inc | -0.2% | -4.97% | Trim |
| 47 | ✓ | RTX Corp | -0.4% | EXIT | Sold out |
| 48 | GOOG | Alphabet Inc-cl C | -0.8% | -4.68% | Trim |
| 49 | MSFT | Microsoft CORP | -0.9% | -5.42% | Trim |
| 50 | IUSV | Ishares Core S&p U.s. Value | -1.4% | EXIT | Sold out |
According to official SEC Form 13F filings, General Partner, Inc. reported a total U.S. public equity portfolio value of $185.9M across 160 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-A, AAPL, MSFT) accounted for 34.9% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
IUSV
前期市值: $2.3M
During Q3 2024, General Partner, Inc.'s top holdings by market value included BRK-A (14.2%)、AAPL (11.5%)、MSFT (6.8%). The largest single position, BRK-A, represented 14.2% of total portfolio value.
In Q3 2024, General Partner, Inc. made 18 total portfolio adjustments, initiating 0 new buys, adding to 3 positions, trimming 12 holdings, and fully liquidating 3 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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