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CIK: 0001800508
Total reported value
$185.9M
$185.9M
173 檔
35.2%
According to the latest 13F quarterly dataset, General Partner, Inc. managed an equity portfolio of $185.9M at the end of Q4 2024, spanning 173 distinct U.S. exchange-listed positions.
In Q4 2024, General Partner, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 3 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 13.53% | -1.13% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 11.63% | -1.54% | -2.57% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.17% | -0.57% | -3.95% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.48% | -0.02% | -4.17% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 3.60% | -0.29% | -5.81% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.42% | -0.05% | +0.57% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 2.34% | -0.09% | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.29% | -0.31% | +0.90% | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 1.99% | +1.81% | NEW | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 1.96% | +0.05% | +0.44% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.89% | -0.03% | — | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.81% | +0.01% | — | |
| 13 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.70% | +3.65% | — | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.62% | +0.05% | — | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.60% | -0.04% | — | |
| 16 | NEE | Nextera Energy Inc | Stock-Utilities | 1.54% | -0.28% | — | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.44% | +0.02% | — | |
| 18 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.43% | -0.08% | — | |
| 19 | VV | Vanguard Large-cap ETF | ETF-Other | 1.27% | +0.01% | -8.73% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.25% | -0.18% | — | |
| 21 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 1.12% | -0.10% | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.11% | -0.02% | — | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 1.09% | -0.33% | — | |
| 24 | MCO | Moody's CORP | Stock-Financials | 1.05% | -0.13% | -11.92% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.04% | -0.23% | -5.02% | |
| 26 | UNP | Union Pacific CORP | Stock-Industrials | 1.02% | -0.01% | — | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.00% | -0.16% | — | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.98% | -0.03% | — | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.98% | +0.06% | — | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.97% | -0.13% | -6.28% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.93% | +0.10% | — | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.91% | +0.01% | -2.54% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.83% | -0.37% | +3.23% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.78% | +0.02% | — | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.77% | +0.33% | — | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.68% | -0.02% | — | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.64% | -0.06% | — | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.60% | -0.15% | — | |
| 39 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.59% | -0.13% | — | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.56% | +0.05% | — | |
| 41 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 0.52% | -0.02% | — | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.52% | -0.04% | — | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.51% | -0.12% | — | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.51% | — | — | |
| 45 | FAST | Fastenal Co | Stock-Industrials | 0.44% | -0.05% | — | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.44% | +0.08% | — | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.44% | -0.08% | — | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.42% | +0.02% | — | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.42% | -0.02% | — | |
| 50 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.41% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ICSH | Ishares Ultra Short Duration | +1.7% | NEW | New buy |
| 2 | IUSV | Ishares Core S&p U.s. Value | +1.4% | NEW | New buy |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | -4.17% | Trim |
| 4 | AMZN | Amazon.com Inc | +0.2% | — | Unchanged |
| 5 | AVGO | Broadcom Inc | +0.2% | — | Unchanged |
| 6 | AAPL | Apple Inc | +0.2% | -2.57% | Trim |
| 7 | EQT | Eqt CORP | +0.2% | NEW | New buy |
| 8 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | NEW | New buy |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | — | Unchanged |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 12 | WMT | Walmart Inc | +0.1% | — | Unchanged |
| 13 | VGSH | Vanguard Short-term Treasury | +0.1% | NEW | New buy |
| 14 | KEL | Kellanova | +0.1% | NEW | New buy |
| 15 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 16 | V | Visa Inc-class A Shares | +0.1% | -2.54% | Trim |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | — | Unchanged |
| 18 | IWF | Ishares Russell 1000 Growth | +0.1% | — | Unchanged |
| 19 | NVDA | Nvidia CORP | +0.1% | — | Unchanged |
| 20 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | NEW | New buy |
| 21 | ACN | Accenture plc | 0% | +29.15% | Add |
| 22 | BAC | Bank Of America CORP | 0% | — | Unchanged |
| 23 | COP | Conocophillips | 0% | +50.51% | Add |
| 24 | AMD | Advanced Micro Devices | -0.1% | — | Unchanged |
| 25 | MRO* | Marathon Oil CORP | -0.1% | EXIT | Sold out |
| 26 | MDLZ | Mondelez International Inc-a | -0.1% | — | Unchanged |
| 27 | LLY | Eli Lilly & Co | -0.1% | — | Unchanged |
| 28 | NKE | Nike Inc -cl B | -0.1% | — | Unchanged |
| 29 | CARR | Carrier Global CORP | -0.1% | — | Unchanged |
| 30 | LMT | Lockheed Martin CORP | -0.1% | — | Unchanged |
| 31 | UBER | Uber Technologies Inc | -0.1% | — | Unchanged |
| 32 | XOM | Exxon Mobil CORP | -0.1% | +3.23% | Add |
| 33 | VNQ | Vanguard Real Estate ETF | -0.1% | — | Unchanged |
| 34 | PEP | Pepsico Inc | -0.1% | — | Unchanged |
| 35 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | Sold out |
| 36 | MRK | Merck & Co. Inc. | -0.1% | — | Unchanged |
| 37 | AMT | American Tower CORP | -0.1% | — | Unchanged |
| 38 | UNH | Unitedhealth Group Inc | -0.1% | — | Unchanged |
| 39 | UNP | Union Pacific CORP | -0.1% | — | Unchanged |
| 40 | VWO | Vanguard Ftse Emerging Marke | -0.1% | — | Unchanged |
| 41 | VV | Vanguard Large-cap ETF | -0.1% | -8.73% | Trim |
| 42 | BLKCHF | Blackrock Inc | -0.1% | EXIT | Sold out |
| 43 | BND | Vanguard Total Bond Market | -0.2% | — | Unchanged |
| 44 | HD | Home Depot Inc | -0.2% | — | Unchanged |
| 45 | MCO | Moody's CORP | -0.2% | -11.92% | Trim |
| 46 | VEA | Vanguard Ftse Developed ETF | -0.2% | — | Unchanged |
| 47 | JNJ | Johnson & Johnson | -0.2% | -6.28% | Trim |
| 48 | NEE | Nextera Energy Inc | -0.3% | — | Unchanged |
| 49 | MSFT | Microsoft CORP | -0.6% | -3.95% | Trim |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | -0.6% | — | Unchanged |
According to official SEC Form 13F filings, General Partner, Inc. reported a total U.S. public equity portfolio value of $185.9M across 173 disclosed positions in Q4 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 35.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
ICSH
市值: $2.8M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $225.0K
During Q4 2024, General Partner, Inc.'s top holdings by market value included BRK-A (13.5%)、AAPL (11.6%)、MSFT (6.2%). The largest single position, BRK-A, represented 13.5% of total portfolio value.
In Q4 2024, General Partner, Inc. made 22 total portfolio adjustments, initiating 9 new buys, adding to 3 positions, trimming 7 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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