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CIK: 0001800508
Total reported value
$186.6M
$186.6M
169 檔
36.7%
During the Q4 2025 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 $186.6M across 169 reported positions.
In Q4 2025, General Partner, Inc. adopted a defensive or profit-taking posture, trimming 13 positions and completely liquidating 6 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 | 14.12% | -0.09% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 9.35% | -0.57% | -5.31% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.24% | -0.83% | -4.36% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.61% | +1.03% | -2.85% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.54% | -0.25% | +0.31% | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 2.78% | -0.19% | -2.27% | |
| 7 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.47% | +1.79% | -50.12% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.30% | -0.01% | -3.59% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 1.98% | -0.15% | -0.18% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.97% | -0.03% | — | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.88% | +0.07% | — | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.81% | -0.14% | — | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.80% | +0.01% | — | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.70% | -0.32% | -5.41% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.58% | +0.03% | — | |
| 16 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.49% | -1.52% | EXIT | |
| 17 | NEE | Nextera Energy Inc | Stock-Utilities | 1.44% | -0.19% | -5.95% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.40% | +0.01% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.37% | -0.41% | -11.44% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.33% | +0.27% | — | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.30% | +0.05% | — | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.30% | -0.10% | — | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 1.27% | -0.16% | — | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.13% | +1.03% | — | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.12% | -0.08% | — | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.02% | +0.22% | — | |
| 27 | VV | Vanguard Large-cap ETF | ETF-Other | 1.02% | +0.02% | — | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.96% | -0.10% | — | |
| 29 | MCO | Moody's CORP | Stock-Financials | 0.95% | -0.07% | — | |
| 30 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 0.95% | -0.02% | — | |
| 31 | UNP | Union Pacific CORP | Stock-Industrials | 0.95% | -0.01% | — | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | +0.03% | — | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.93% | -0.05% | — | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | -0.93% | EXIT | |
| 35 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.70% | -0.09% | — | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.63% | -0.05% | — | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.60% | -0.07% | — | |
| 38 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 0.59% | +0.02% | — | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.58% | -0.06% | — | |
| 40 | PM | Philip Morris International | Stock-Consumer Staples | 0.52% | +0.03% | — | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.52% | +0.08% | — | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.52% | -0.06% | — | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.51% | -0.04% | — | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.49% | -0.02% | +45.07% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.46% | +0.02% | — | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.46% | -0.05% | — | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.45% | -0.08% | — | |
| 48 | FAST | Fastenal Co | Stock-Industrials | 0.44% | -0.04% | — | |
| 49 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.42% | -0.05% | — | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.40% | +0.09% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.3% | -4.36% | Trim |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | +0.4% | — | Unchanged |
| 3 | AAPL | Apple Inc | +0.4% | -5.31% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | -11.44% | Trim |
| 5 | BAC | Bank Of America CORP | +0.2% | +45.07% | Add |
| 6 | JNJ | Johnson & Johnson | +0.2% | — | Unchanged |
| 7 | VBR | Vanguard Small-cap Value ETF | +0.2% | +0.31% | Add |
| 8 | AMT | American Tower CORP | +0.2% | +172.63% | Add |
| 9 | AMZN | Amazon.com Inc | +0.2% | — | Unchanged |
| 10 | VEA | Vanguard Ftse Developed ETF | +0.1% | — | Unchanged |
| 11 | WMT | Walmart Inc | +0.1% | — | Unchanged |
| 12 | MRK | Merck & Co. Inc. | +0.1% | — | Unchanged |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | — | Unchanged |
| 14 | LLY | Eli Lilly & Co | +0.1% | — | Unchanged |
| 15 | AVGO | Broadcom Inc | +0.1% | — | Unchanged |
| 16 | MCO | Moody's CORP | +0.1% | — | Unchanged |
| 17 | XOM | Exxon Mobil CORP | +0.1% | — | Unchanged |
| 18 | IUSV | Ishares Core S&p U.s. Value | +0.1% | — | Unchanged |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | — | Unchanged |
| 20 | VB | Vanguard Small-cap ETF | +0.1% | -0.18% | Trim |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | — | Unchanged |
| 22 | IJH | Ishares Core S&p Midcap ETF | +0.1% | — | Unchanged |
| 23 | IWF | Ishares Russell 1000 Growth | +0.1% | — | Unchanged |
| 24 | AMD | Advanced Micro Devices | +0.1% | — | Unchanged |
| 25 | TJX | Tjx Companies Inc | +0.1% | — | Unchanged |
| 26 | RTX | Rtx CORP | +0.1% | — | Unchanged |
| 27 | GS | Goldman Sachs Group Inc | +0.1% | — | Unchanged |
| 28 | V | Visa Inc-class A Shares | +0.1% | — | Unchanged |
| 29 | VV | Vanguard Large-cap ETF | +0.1% | — | Unchanged |
| 30 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 31 | LRCX | Lam Research CORP | 0% | — | Unchanged |
| 32 | IJR | Ishares Core S&p Small-cap E | 0% | — | Unchanged |
| 33 | NEE | Nextera Energy Inc | 0% | -5.95% | Trim |
| 34 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 35 | INTC | Intel CORP | 0% | — | Unchanged |
| 36 | AXP | American Express Co | 0% | — | Unchanged |
| 37 | VWO | Vanguard Ftse Emerging Marke | 0% | — | Unchanged |
| 38 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 39 | MA | Mastercard Inc - A | 0% | -2.27% | Trim |
| 40 | ASML | ASML Holding N.V. | 0% | — | Unchanged |
| 41 | TRGP | Targa Resources CORP | 0% | — | Unchanged |
| 42 | MNST | Monster Beverage CORP | 0% | — | Unchanged |
| 43 | TMO | Thermo Fisher Scientific Inc | 0% | — | Unchanged |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +7.80% | Add |
| 45 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 46 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 47 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 48 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | +17.34% | Add |
| 49 | GBDC | Golub Capital Bdc Inc | 0% | — | Unchanged |
| 50 | QCOM | Qualcomm Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, General Partner, Inc. reported a total U.S. public equity portfolio value of $186.6M across 169 disclosed positions in Q4 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, GOOG) accounted for 36.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
TTE
市值: $65.4K
Top Position Liquidated / Trimmed
BND
前期市值: $3.4M
During Q4 2025, General Partner, Inc.'s top holdings by market value included BRK-A (14.1%)、AAPL (9.3%)、GOOG (6.2%). The largest single position, BRK-A, represented 14.1% of total portfolio value.
In Q4 2025, General Partner, Inc. made 30 total portfolio adjustments, initiating 6 new buys, adding to 5 positions, trimming 13 holdings, and fully liquidating 6 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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