13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001800508
Total reported value
$186.6M
$186.6M
167 檔
34.6%
The Q2 2026 SEC filing reveals that General Partner, Inc. held a total portfolio value of $186.6M, covering 167 public equity positions.
In Q2 2026, General Partner, Inc. adopted a defensive or profit-taking posture, trimming 12 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including BRK-A, AAPL, GOOG) accounted for 34.6% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 13.29% | -0.09% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.33% | -0.57% | -18.03% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.66% | -0.83% | -8.45% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 4.70% | -0.25% | — | |
| 5 | ICSH | Ishares Ultra Short Duration | ETF-Other | 3.77% | +1.79% | +3383.59% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.68% | +1.03% | -2.65% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 2.21% | -0.15% | — | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.13% | -0.03% | — | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 2.11% | -0.19% | -3.16% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.00% | -0.14% | — | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.84% | -0.01% | -6.86% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 1.81% | -0.09% | — | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.79% | +0.01% | +300.00% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.76% | +0.07% | -2.48% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.66% | -0.08% | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.64% | +0.03% | — | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.60% | +0.22% | — | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.59% | -0.32% | — | |
| 19 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.52% | -1.52% | EXIT | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.48% | +0.05% | — | |
| 21 | NEE | Nextera Energy Inc | Stock-Utilities | 1.37% | -0.19% | — | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.35% | -0.10% | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.31% | +0.01% | — | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.19% | +1.03% | — | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 1.18% | -0.16% | -3.01% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.14% | -0.41% | -20.15% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.13% | -0.10% | — | |
| 28 | VV | Vanguard Large-cap ETF | ETF-Other | 1.05% | +0.02% | — | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 1.02% | -0.01% | — | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.94% | +0.27% | -3.12% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.93% | -0.93% | EXIT | |
| 32 | INTC | Intel CORP | Stock-Tech | 0.87% | -0.12% | — | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.86% | +0.03% | — | |
| 34 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 0.85% | -0.02% | — | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.80% | -0.05% | -5.91% | |
| 36 | MCO | Moody's CORP | Stock-Financials | 0.69% | -0.07% | -8.08% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.68% | -0.06% | — | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.66% | -0.09% | — | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.66% | -0.05% | — | |
| 40 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 0.65% | +0.02% | — | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.60% | +0.08% | — | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.60% | +0.02% | — | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.56% | -0.04% | — | |
| 44 | PM | Philip Morris International | Stock-Consumer Staples | 0.56% | +0.03% | — | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.50% | -0.06% | — | |
| 46 | FAST | Fastenal Co | Stock-Industrials | 0.50% | -0.04% | — | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.49% | -0.07% | — | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.48% | -0.02% | — | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.45% | -0.05% | — | |
| 50 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.44% | -0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ICSH | Ishares Ultra Short Duration | +3.7% | +3383.59% | Add |
| 2 | BND | Vanguard Total Bond Market | +1.8% | NEW | New buy |
| 3 | INTC | Intel CORP | +0.6% | — | Unchanged |
| 4 | AMD | Advanced Micro Devices | +0.4% | — | Unchanged |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | — | Unchanged |
| 6 | SPHY | Ss Spdr P High Yield ETF | +0.3% | NEW | New buy |
| 7 | AMAT | Applied Materials Inc | +0.2% | — | Unchanged |
| 8 | LRCX | Lam Research CORP | +0.1% | -6.01% | Trim |
| 9 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 10 | AVGO | Broadcom Inc | +0.1% | — | Unchanged |
| 11 | MU | Micron Technology Inc | +0.1% | — | Unchanged |
| 12 | UNH | Unitedhealth Group Inc | +0.1% | — | Unchanged |
| 13 | IJR | Ishares Core S&p Small-cap E | +0.1% | — | Unchanged |
| 14 | ASML | ASML Holding N.V. | +0.1% | — | Unchanged |
| 15 | TXN | Texas Instruments Inc | +0.1% | — | Unchanged |
| 16 | VB | Vanguard Small-cap ETF | +0.1% | — | Unchanged |
| 17 | IWF | Ishares Russell 1000 Growth | +0.1% | +300.00% | Add |
| 18 | IWM | Ishares Russell 2000 ETF | +0.1% | — | Unchanged |
| 19 | LLY | Eli Lilly & Co | +0.1% | — | Unchanged |
| 20 | QCOM | Qualcomm Inc | +0.1% | — | Unchanged |
| 21 | CARR | Carrier Global CORP | 0% | — | Unchanged |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 23 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 24 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 25 | BAC | Bank Of America CORP | 0% | — | Unchanged |
| 26 | MNST | Monster Beverage CORP | 0% | — | Unchanged |
| 27 | TOELY | Tokyo Electron Ltd-unsp Adr | 0% | — | Unchanged |
| 28 | URI | United Rentals Inc | 0% | — | Unchanged |
| 29 | IJH | Ishares Core S&p Midcap ETF | 0% | — | Unchanged |
| 30 | VV | Vanguard Large-cap ETF | 0% | — | Unchanged |
| 31 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 32 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 33 | MS | Morgan Stanley | 0% | — | Unchanged |
| 34 | GE | General Electric | 0% | — | Unchanged |
| 35 | ✓ | 0% | NEW | New buy | |
| 36 | ✓ | 0% | NEW | New buy | |
| 37 | MCHP | Microchip Technology Inc | 0% | — | Unchanged |
| 38 | A | Agilent Technologies Inc | 0% | — | Unchanged |
| 39 | FBND | Fidelity Total Bond ETF | 0% | NEW | New buy |
| 40 | NVT | nVent Electric plc | 0% | — | Unchanged |
| 41 | ELV | Elevance Health Inc | 0% | — | Unchanged |
| 42 | MDY | State Street Spdr S&p Midcap | — | — | Unchanged |
| 43 | SBUX | Starbucks CORP | — | — | Unchanged |
| 44 | VOO | Vanguard S&p 500 ETF | — | — | Unchanged |
| 45 | AXP | American Express Co | — | — | Unchanged |
| 46 | NVO | Novo-nordisk A/s-spons Adr | — | — | Unchanged |
| 47 | ETN | Eaton Corporation plc | — | — | Unchanged |
| 48 | IBM | Intl Business Machines CORP | — | — | Unchanged |
| 49 | DRIV | Global X Autonomous&elec-etf | — | — | Unchanged |
| 50 | IWO | Ishares Russell 2000 Growth | — | — | Unchanged |
According to official SEC Form 13F filings, General Partner, Inc. reported a total U.S. public equity portfolio value of $186.6M across 167 disclosed positions in Q2 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.
Top New Position Initiated
BND
市值: $3.4M
Top Position Liquidated / Trimmed
HON
前期市值: $660.9K
During Q2 2026, General Partner, Inc.'s top holdings by market value included BRK-A (13.3%)、AAPL (7.3%)、GOOG (5.7%). The largest single position, BRK-A, represented 13.3% of total portfolio value.
In Q2 2026, General Partner, Inc. made 24 total portfolio adjustments, initiating 5 new buys, adding to 4 positions, trimming 12 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.