General Partner, Inc.
CIK: 0001800508SEC EDGAR →
Portfolio Value
$176.4M
Holdings
169
As of
Q4 2025
New Positions
1
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc | 33 | $24.9M | 14.12% |
| 2 | APPLE INC | 35,087 | $9.5M | 5.41% |
| 3 | Alphabet Inc. | 23,947 | $7.5M | 4.26% |
| 4 | Apple Inc | 25,593 | $7.0M | 3.94% |
| 5 | Microsoft Corp | 12,891 | $6.2M | 3.53% |
| 6 | VANGUARD SMALL-CAP VALUE ETF | 22,330 | $4.7M | 2.68% |
| 7 | iShares Ultra Short Duration Bond Active ETF | 86,175 | $4.4M | 2.47% |
| 8 | Mastercard Inc | 7,115 | $4.1M | 2.30% |
| 9 | VANGUARD SMALL-CAP VIPERS | 13,500 | $3.5M | 1.97% |
| 10 | VANGUARD FTSE DEVELOPED MARKETS ETF | 55,079 | $3.4M | 1.95% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 62 | $56.2M | 31.9% |
| Technology | 36 | $36.8M | 20.9% |
| Unknown | 17 | $30.7M | 17.4% |
| Communication Services | 8 | $15.8M | 9.0% |
| Consumer Cyclical | 14 | $9.7M | 5.5% |
| Healthcare | 23 | $6.9M | 3.9% |
| Consumer Defensive | 14 | $6.2M | 3.5% |
| Industrials | 27 | $6.0M | 3.4% |
| Energy | 19 | $3.8M | 2.2% |
| Utilities | 6 | $2.7M | 1.5% |
| Basic Materials | 7 | $902K | 0.5% |
| Real Estate | 5 | $498K | 0.3% |