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CIK: 0001800508
Total reported value
$185.9M
$185.9M
173 檔
34.2%
In Q2 2025, General Partner, Inc.'s U.S. equity holdings reached a combined market value of $185.9M, distributed across 173 disclosed stock positions.
During Q2 2025, General Partner, Inc. performed routine portfolio adjustments (1 new buys, 6 additions, 6 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 14.09% | -1.13% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.38% | -1.54% | -3.49% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.28% | -0.57% | -7.51% | |
| 4 | ICSH | Ishares Ultra Short Duration | ETF-Other | 4.67% | +3.65% | +57.17% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.81% | -0.02% | -5.17% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.35% | -0.05% | +317.68% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 3.00% | -0.29% | -9.90% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.39% | -0.31% | — | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 2.15% | -0.09% | — | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 1.98% | +1.81% | NEW | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 1.88% | +0.05% | +22881.36% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.86% | -0.04% | +11015.80% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.84% | -0.03% | — | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.76% | +0.01% | — | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.67% | +0.05% | — | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.54% | -0.18% | — | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.48% | +0.02% | — | |
| 18 | NEE | Nextera Energy Inc | Stock-Utilities | 1.45% | -0.28% | — | |
| 19 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.42% | -0.08% | — | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.30% | -0.02% | — | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.15% | -0.33% | — | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.10% | -0.23% | — | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.07% | -0.03% | — | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 1.07% | +0.10% | — | |
| 25 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 1.06% | -0.10% | — | |
| 26 | MCO | Moody's CORP | Stock-Financials | 1.01% | -0.13% | — | |
| 27 | UNP | Union Pacific CORP | Stock-Industrials | 1.00% | -0.01% | — | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 1.00% | +0.01% | — | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.00% | -0.13% | — | |
| 30 | VV | Vanguard Large-cap ETF | ETF-Other | 0.95% | +0.01% | -27.28% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.90% | +0.06% | — | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | -0.16% | — | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | +0.02% | — | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.86% | +0.33% | — | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.81% | -0.37% | — | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.66% | -0.02% | +6216.00% | |
| 37 | PM | Philip Morris International | Stock-Consumer Staples | 0.62% | -0.02% | — | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.06% | — | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.59% | -0.15% | — | |
| 40 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.59% | -0.13% | — | |
| 41 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 0.57% | -0.02% | — | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.53% | +0.05% | — | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.51% | -0.08% | — | |
| 44 | FAST | Fastenal Co | Stock-Industrials | 0.50% | -0.05% | +100.00% | |
| 45 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.49% | — | — | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.44% | +0.02% | — | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.43% | -0.12% | — | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.40% | -0.04% | — | |
| 49 | HON | Honeywell International Inc | Stock-Industrials | 0.40% | -0.40% | EXIT | |
| 50 | UBER | Uber Technologies Inc | Stock-Industrials | 0.39% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VBR | Vanguard Small-cap Value ETF | +2.5% | +317.68% | Add |
| 2 | VB | Vanguard Small-cap ETF | +1.9% | +22881.36% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +1.8% | +11015.80% | Add |
| 4 | ICSH | Ishares Ultra Short Duration | +1.4% | +57.17% | Add |
| 5 | VNQ | Vanguard Real Estate ETF | +0.7% | +6216.00% | Add |
| 6 | MSFT | Microsoft CORP | +0.6% | -7.51% | Trim |
| 7 | AVGO | Broadcom Inc | +0.4% | — | Unchanged |
| 8 | SPHY | Ss Spdr P High Yield ETF | +0.2% | NEW | New buy |
| 9 | NVDA | Nvidia CORP | +0.2% | — | Unchanged |
| 10 | META | Meta Platforms Inc-class A | +0.2% | — | Unchanged |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | — | Unchanged |
| 12 | IWF | Ishares Russell 1000 Growth | +0.1% | — | Unchanged |
| 13 | ORCL | Oracle CORP | +0.1% | — | Unchanged |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | — | Unchanged |
| 15 | AMZN | Amazon.com Inc | +0.1% | — | Unchanged |
| 16 | UBER | Uber Technologies Inc | +0.1% | — | Unchanged |
| 17 | GS | Goldman Sachs Group Inc | +0.1% | — | Unchanged |
| 18 | AMD | Advanced Micro Devices | 0% | — | Unchanged |
| 19 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 20 | PM | Philip Morris International | 0% | — | Unchanged |
| 21 | BAC | Bank Of America CORP | 0% | — | Unchanged |
| 22 | CARR | Carrier Global CORP | 0% | — | Unchanged |
| 23 | WMT | Walmart Inc | — | — | Unchanged |
| 24 | HON | Honeywell International Inc | — | — | Unchanged |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 26 | FLJP | Franklin Ftse Japan ETF | 0% | — | Unchanged |
| 27 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 28 | FAST | Fastenal Co | 0% | +100.00% | Add |
| 29 | VWO | Vanguard Ftse Emerging Marke | 0% | — | Unchanged |
| 30 | MCO | Moody's CORP | 0% | — | Unchanged |
| 31 | IJR | Ishares Core S&p Small-cap E | -0.1% | — | Unchanged |
| 32 | COST | Costco Wholesale CORP | -0.1% | — | Unchanged |
| 33 | IJH | Ishares Core S&p Midcap ETF | -0.1% | — | Unchanged |
| 34 | CVX | Chevron CORP | -0.1% | — | Unchanged |
| 35 | PEP | Pepsico Inc | -0.1% | — | Unchanged |
| 36 | MRK | Merck & Co. Inc. | -0.1% | — | Unchanged |
| 37 | PG | Procter & Gamble Co/the | -0.1% | — | Unchanged |
| 38 | MCD | Mcdonald's CORP | -0.1% | — | Unchanged |
| 39 | IUSV | Ishares Core S&p U.s. Value | -0.1% | — | Unchanged |
| 40 | GOOG | Alphabet Inc-cl C | -0.1% | -5.17% | Trim |
| 41 | APD | Air Products & Chemicals Inc | -0.1% | -21.11% | Trim |
| 42 | GBDC | Golub Capital Bdc Inc | -0.2% | — | Unchanged |
| 43 | XOM | Exxon Mobil CORP | -0.2% | — | Unchanged |
| 44 | JNJ | Johnson & Johnson | -0.2% | — | Unchanged |
| 45 | UNH | Unitedhealth Group Inc | -0.2% | — | Unchanged |
| 46 | VV | Vanguard Large-cap ETF | -0.4% | -27.28% | Trim |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | — | Unchanged |
| 48 | MA | Mastercard Inc - A | -0.6% | -9.90% | Trim |
| 49 | AAPL | Apple Inc | -2.1% | -3.49% | Trim |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | -3.1% | — | 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 Q2 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 34.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
SPHY
市值: $414.1K
Top Position Liquidated / Trimmed
AAPL
前期市值: $16.0M
During Q2 2025, General Partner, Inc.'s top holdings by market value included BRK-A (14.1%)、AAPL (8.4%)、MSFT (6.3%). The largest single position, BRK-A, represented 14.1% of total portfolio value.
In Q2 2025, General Partner, Inc. made 13 total portfolio adjustments, initiating 1 new buys, adding to 6 positions, trimming 6 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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