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CIK: 0001800508
Total reported value
$185.9M
$185.9M
165 檔
33.6%
According to the latest 13F quarterly dataset, General Partner, Inc. managed an equity portfolio of $185.9M at the end of Q1 2026, spanning 165 distinct U.S. exchange-listed positions.
In Q1 2026, General Partner, Inc. adopted a defensive or profit-taking posture, trimming 36 positions and completely liquidating 5 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 | 14.43% | -1.13% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.87% | -1.54% | -5.40% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.68% | -0.02% | -7.27% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 4.75% | -0.05% | +22.02% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.25% | -0.57% | -7.82% | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 2.41% | -0.29% | -8.14% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.17% | -0.04% | — | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 2.16% | +0.05% | — | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.15% | -0.31% | -8.69% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.99% | +0.01% | — | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.79% | -0.03% | -1.74% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.74% | +0.05% | — | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.67% | -0.09% | -4.29% | |
| 14 | NEE | Nextera Energy Inc | Stock-Utilities | 1.65% | -0.28% | -7.91% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.62% | +0.02% | — | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.61% | -0.13% | -2.70% | |
| 17 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.60% | -0.08% | — | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.58% | +0.02% | +54.10% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.51% | -0.33% | -0.50% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.33% | +0.33% | — | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.33% | -0.02% | -3.26% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.30% | -0.16% | -3.87% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.30% | -0.37% | — | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 1.25% | +0.10% | — | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.22% | -0.03% | — | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.12% | -0.18% | -9.84% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.07% | +0.06% | — | |
| 28 | VV | Vanguard Large-cap ETF | ETF-Other | 1.04% | +0.01% | — | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 1.03% | -0.01% | -3.47% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.03% | -0.23% | -10.57% | |
| 31 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 0.95% | -0.10% | — | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | +0.01% | -2.11% | |
| 33 | MCO | Moody's CORP | Stock-Financials | 0.82% | -0.13% | -6.07% | |
| 34 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.79% | -0.13% | — | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.68% | -0.02% | — | |
| 36 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 0.67% | -0.02% | — | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.64% | -0.15% | -1.45% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.64% | -0.04% | — | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.63% | +0.05% | — | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.58% | -0.17% | — | |
| 41 | PM | Philip Morris International | Stock-Consumer Staples | 0.58% | -0.02% | — | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.56% | -0.06% | — | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.56% | — | — | |
| 44 | FAST | Fastenal Co | Stock-Industrials | 0.55% | -0.05% | — | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.53% | -0.12% | — | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.52% | -0.07% | — | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.46% | +0.02% | -1.58% | |
| 48 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.42% | +0.02% | -2.98% | |
| 49 | HON | Honeywell International Inc | Stock-Industrials | 0.40% | -0.40% | EXIT | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.39% | -0.08% | -2.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VBR | Vanguard Small-cap Value ETF | +1.2% | +22.02% | Add |
| 2 | NVDA | Nvidia CORP | +0.6% | +54.10% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.4% | — | Unchanged |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | +0.3% | — | Unchanged |
| 5 | JNJ | Johnson & Johnson | +0.3% | -2.70% | Trim |
| 6 | WMT | Walmart Inc | +0.2% | -0.50% | Trim |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | — | Unchanged |
| 8 | NEE | Nextera Energy Inc | +0.2% | -7.91% | Trim |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.2% | — | Unchanged |
| 10 | CVX | Chevron CORP | +0.2% | — | Unchanged |
| 11 | IJH | Ishares Core S&p Midcap ETF | +0.2% | — | Unchanged |
| 12 | VB | Vanguard Small-cap ETF | +0.2% | — | Unchanged |
| 13 | MDLZ | Mondelez International Inc-a | +0.2% | +365.30% | Add |
| 14 | MRK | Merck & Co. Inc. | +0.1% | — | Unchanged |
| 15 | FAST | Fastenal Co | +0.1% | — | Unchanged |
| 16 | IJR | Ishares Core S&p Small-cap E | +0.1% | — | Unchanged |
| 17 | COST | Costco Wholesale CORP | +0.1% | -10.57% | Trim |
| 18 | IUSV | Ishares Core S&p U.s. Value | +0.1% | — | Unchanged |
| 19 | TJX | Tjx Companies Inc | +0.1% | — | Unchanged |
| 20 | VWO | Vanguard Ftse Emerging Marke | +0.1% | — | Unchanged |
| 21 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 22 | LMT | Lockheed Martin CORP | +0.1% | — | Unchanged |
| 23 | HON | Honeywell International Inc | +0.1% | — | Unchanged |
| 24 | PEP | Pepsico Inc | +0.1% | — | Unchanged |
| 25 | FLJP | Franklin Ftse Japan ETF | +0.1% | — | Unchanged |
| 26 | UNP | Union Pacific CORP | +0.1% | -3.47% | Trim |
| 27 | TRGP | Targa Resources CORP | +0.1% | — | Unchanged |
| 28 | INTC | Intel CORP | +0.1% | — | Unchanged |
| 29 | APD | Air Products & Chemicals Inc | +0.1% | — | Unchanged |
| 30 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 31 | COP | Conocophillips | +0.1% | -2.24% | Trim |
| 32 | LIN | Linde plc | +0.1% | — | Unchanged |
| 33 | RTX | Rtx CORP | +0.1% | — | Unchanged |
| 34 | PM | Philip Morris International | +0.1% | — | Unchanged |
| 35 | ASML | ASML Holding N.V. | +0.1% | — | Unchanged |
| 36 | LRCX | Lam Research CORP | +0.1% | -4.31% | Trim |
| 37 | MDY | State Street Spdr S&p Midcap | +0.1% | — | Unchanged |
| 38 | IWM | Ishares Russell 2000 ETF | +0.1% | — | Unchanged |
| 39 | VNQ | Vanguard Real Estate ETF | +0.1% | — | Unchanged |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 41 | PSX | Phillips 66 | 0% | — | Unchanged |
| 42 | WMB | Williams Cos Inc | 0% | — | Unchanged |
| 43 | EQT | Eqt CORP | 0% | — | Unchanged |
| 44 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
| 45 | MCD | Mcdonald's CORP | 0% | -1.45% | Trim |
| 46 | LNG | Cheniere Energy Inc | 0% | — | Unchanged |
| 47 | DVN | Devon Energy CORP | 0% | — | Unchanged |
| 48 | CARR | Carrier Global CORP | 0% | — | Unchanged |
| 49 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 50 | VV | Vanguard Large-cap ETF | 0% | — | Unchanged |
According to official SEC Form 13F filings, General Partner, Inc. reported a total U.S. public equity portfolio value of $185.9M across 165 disclosed positions in Q1 2026.
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 33.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $75.7K
Top Position Liquidated / Trimmed
SPHY
前期市值: $615.4K
During Q1 2026, General Partner, Inc.'s top holdings by market value included BRK-A (14.4%)、AAPL (8.9%)、GOOG (5.7%). The largest single position, BRK-A, represented 14.4% of total portfolio value.
In Q1 2026, General Partner, Inc. made 46 total portfolio adjustments, initiating 1 new buys, adding to 4 positions, trimming 36 holdings, and fully liquidating 5 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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