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CIK: 0001800508
Total reported value
$185.9M
$185.9M
175 檔
33.7%
As reported in its official Q1 2025 Form 13F filing, General Partner, Inc.'s tracked investment portfolio stood at $185.9M with 175 total positions.
In Q1 2025, General Partner, Inc. adopted a defensive or profit-taking posture, trimming 11 positions and completely liquidating 0 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 | 17.16% | -1.13% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 10.45% | -1.54% | -6.32% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.70% | -0.57% | -4.12% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.94% | -0.02% | -0.90% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 3.61% | -0.29% | -11.01% | |
| 6 | ICSH | Ishares Ultra Short Duration | ETF-Other | 3.30% | +3.65% | +78.68% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.91% | -0.31% | — | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 2.38% | -0.09% | — | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 2.19% | +1.81% | NEW | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.84% | +0.01% | — | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.78% | -0.03% | — | |
| 12 | NEE | Nextera Energy Inc | Stock-Utilities | 1.64% | -0.28% | — | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.57% | +0.05% | — | |
| 14 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.54% | -0.08% | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.49% | +0.02% | — | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.34% | -0.18% | — | |
| 17 | VV | Vanguard Large-cap ETF | ETF-Other | 1.31% | +0.01% | — | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.23% | -0.02% | — | |
| 19 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 1.21% | -0.10% | — | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.20% | -0.13% | -0.60% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.17% | -0.23% | — | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.15% | -0.33% | — | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 1.14% | -0.01% | — | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.09% | +0.01% | — | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.09% | -0.03% | — | |
| 26 | MCO | Moody's CORP | Stock-Financials | 1.04% | -0.13% | -6.77% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.99% | -0.37% | — | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.96% | +0.06% | — | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | -0.16% | — | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.85% | -0.05% | -75.45% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | +0.10% | — | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.71% | -0.06% | — | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.70% | +0.33% | — | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.70% | -0.15% | — | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | +0.02% | — | |
| 36 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.64% | -0.13% | — | |
| 37 | PM | Philip Morris International | Stock-Consumer Staples | 0.60% | -0.02% | — | |
| 38 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 0.58% | -0.02% | — | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.56% | -0.08% | — | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.54% | -0.12% | — | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.54% | +0.05% | — | |
| 42 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.52% | — | — | |
| 43 | FAST | Fastenal Co | Stock-Industrials | 0.51% | -0.05% | — | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.51% | -0.04% | — | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.50% | -0.17% | — | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.49% | +0.08% | — | |
| 47 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.45% | -0.04% | — | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.43% | +0.02% | — | |
| 49 | HON | Honeywell International Inc | Stock-Industrials | 0.40% | -0.40% | EXIT | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.38% | -0.07% | -22.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | +3.6% | — | Unchanged |
| 2 | ICSH | Ishares Ultra Short Duration | +1.6% | +78.68% | Add |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | — | Unchanged |
| 4 | JNJ | Johnson & Johnson | +0.2% | -0.60% | Trim |
| 5 | BND | Vanguard Total Bond Market | +0.2% | — | Unchanged |
| 6 | PM | Philip Morris International | +0.2% | — | Unchanged |
| 7 | V | Visa Inc-class A Shares | +0.2% | — | Unchanged |
| 8 | XOM | Exxon Mobil CORP | +0.2% | — | Unchanged |
| 9 | COST | Costco Wholesale CORP | +0.1% | — | Unchanged |
| 10 | ABT | Abbott Laboratories | +0.1% | — | Unchanged |
| 11 | UNP | Union Pacific CORP | +0.1% | — | Unchanged |
| 12 | CVX | Chevron CORP | +0.1% | — | Unchanged |
| 13 | MCD | Mcdonald's CORP | +0.1% | — | Unchanged |
| 14 | UBER | Uber Technologies Inc | +0.1% | — | Unchanged |
| 15 | AMT | American Tower CORP | +0.1% | — | Unchanged |
| 16 | FAST | Fastenal Co | +0.1% | — | Unchanged |
| 17 | ASML | ASML Holding N.V. | +0.1% | +138.89% | Add |
| 18 | ABBV | Abbvie Inc | +0.1% | — | Unchanged |
| 19 | MDT | Medtronic plc | +0.1% | — | Unchanged |
| 20 | WMT | Walmart Inc | +0.1% | — | Unchanged |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | — | Unchanged |
| 22 | HD | Home Depot Inc | 0% | — | Unchanged |
| 23 | VV | Vanguard Large-cap ETF | 0% | — | Unchanged |
| 24 | NVO | Novo-nordisk A/s-spons Adr | 0% | +136.36% | Add |
| 25 | TTEN | Totalenergies Se -spon Adr | 0% | NEW | New buy |
| 26 | IJH | Ishares Core S&p Midcap ETF | 0% | — | Unchanged |
| 27 | MA | Mastercard Inc - A | 0% | -11.01% | Trim |
| 28 | MDY | State Street Spdr S&p Midcap | 0% | — | Unchanged |
| 29 | MCO | Moody's CORP | 0% | -6.77% | Trim |
| 30 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 31 | RTX | Rtx CORP | 0% | -22.10% | Trim |
| 32 | IJR | Ishares Core S&p Small-cap E | 0% | — | Unchanged |
| 33 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 34 | NKE | Nike Inc -cl B | 0% | — | Unchanged |
| 35 | ORCL | Oracle CORP | 0% | — | Unchanged |
| 36 | ADBE | Adobe Inc | 0% | — | Unchanged |
| 37 | TGT | Target CORP | 0% | — | Unchanged |
| 38 | IWF | Ishares Russell 1000 Growth | -0.1% | — | Unchanged |
| 39 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | — | Unchanged |
| 40 | NVDA | Nvidia CORP | -0.1% | — | Unchanged |
| 41 | AMZN | Amazon.com Inc | -0.1% | — | Unchanged |
| 42 | GOOGL | Alphabet Inc-cl A | -0.1% | — | Unchanged |
| 43 | AVGO | Broadcom Inc | -0.2% | — | Unchanged |
| 44 | MSFT | Microsoft CORP | -0.5% | -4.12% | Trim |
| 45 | GOOG | Alphabet Inc-cl C | -0.5% | -0.90% | Trim |
| 46 | VNQ | Vanguard Real Estate ETF | -0.7% | -98.42% | Trim |
| 47 | AAPL | Apple Inc | -1.2% | -6.32% | Trim |
| 48 | VEA | Vanguard Ftse Developed ETF | -1.6% | -99.10% | Trim |
| 49 | VB | Vanguard Small-cap ETF | -2% | -99.56% | Trim |
| 50 | VBR | Vanguard Small-cap Value ETF | -2.6% | -75.45% | Trim |
According to official SEC Form 13F filings, General Partner, Inc. reported a total U.S. public equity portfolio value of $185.9M across 175 disclosed positions in Q1 2025.
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 33.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
TTEN
市值: $64.7K
Top Position Liquidated / Trimmed
AAPL
前期市值: $19.3M
During Q1 2025, General Partner, Inc.'s top holdings by market value included BRK-A (17.2%)、AAPL (10.4%)、MSFT (5.7%). The largest single position, BRK-A, represented 17.2% of total portfolio value.
In Q1 2025, General Partner, Inc. made 15 total portfolio adjustments, initiating 1 new buys, adding to 3 positions, trimming 11 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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