General Partner, Inc. Top Holdings and 13F Report (2025)

About General Partner, Inc.

Investment Activity

General Partner, Inc. has $153.52 million in total holdings as of March 31, 2025.
General Partner, Inc. owns shares of 213 different stocks, but just 44 companies or ETFs make up 80% of its holdings.
Approximately 20.88% of the portfolio was purchased this quarter.
About 4.14% of the portfolio was sold this quarter.
This quarter, General Partner, Inc. has purchased 211 new stocks and bought additional shares in 41 stocks.
General Partner, Inc. sold shares of 5 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $26,348,573
Apple: $16,048,448
Microsoft: $5,946,553
Mastercard: $5,428,033
iShares Ultra Short-Term Bond Active ETF: $5,073,042

Largest New Holdings this Quarter

89151E109 - TotalEnergies: $64,690 Holding
97717X594 - WisdomTree International Hedged Quality Dividend Growth Fund: $9,765 Holding

Largest Purchases this Quarter

Mastercard: 9,703 shares (about $5.32M)
Alphabet: 25,607 shares (about $4.00M)
Berkshire Hathaway: 6,000 shares (about $3.20M)
Microsoft: 8,381 shares (about $3.15M)
Home Depot: 8,217 shares (about $3.01M)

Largest Sales this Quarter

Vanguard Small-Cap Value ETF: 21,600 shares (about $4.02M)
Vanguard Real Estate ETF: 12,432 shares (about $1.13M)
Apple: 4,875 shares (about $1.08M)
Moody's: 250 shares (about $116.42K)
Johnson & Johnson: 67 shares (about $11.11K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.A Berkshire Hathaway	$26,348,573		0.0%	33	17.2%	Finance
AAPL Apple	$16,048,448	$1,082,884 ▼	-6.3%	72,248	10.5%	Computer and Technology
MSFT Microsoft	$5,946,553	$3,146,144 ▲	112.3%	15,841	3.9%	Computer and Technology
MA Mastercard	$5,428,033	$5,318,409 ▲	4,851.5%	9,903	3.5%	Business Services
ICSH iShares Ultra Short-Term Bond Active ETF	$5,073,042	$2,233,842 ▲	78.7%	100,060	3.3%	ETF
GOOG Alphabet	$4,147,438	$4,000,582 ▲	2,724.1%	26,547	2.7%	Computer and Technology
BRK.B Berkshire Hathaway	$3,408,512	$3,195,480 ▲	1,500.0%	6,400	2.2%	Finance
BND Vanguard Total Bond Market ETF	$3,367,536		0.0%	45,848	2.2%	ETF
HD Home Depot	$3,335,792	$3,011,448 ▲	928.5%	9,102	2.2%	Retail/Wholesale
MSFT Microsoft	$2,800,409		0.0%	7,460	1.8%	Computer and Technology
AMZN Amazon.com	$2,727,378		0.0%	14,335	1.8%	Retail/Wholesale
NEE NextEra Energy	$2,523,542		0.0%	35,598	1.6%	Utilities
IWF iShares Russell 1000 Growth ETF	$2,417,859		0.0%	6,696	1.6%	ETF
IUSV iShares Core S&P U.S. Value ETF	$2,365,762		0.0%	25,634	1.5%	Manufacturing
SPY SPDR S&P 500 ETF Trust	$2,286,786		0.0%	4,088	1.5%	Finance
META Meta Platforms	$2,050,689		0.0%	3,558	1.3%	Computer and Technology
VV Vanguard Large-Cap ETF	$2,014,601		0.0%	7,838	1.3%	ETF
JNJ Johnson & Johnson	$1,843,809	$11,111 ▼	-0.6%	11,118	1.2%	Medical
GOOG Alphabet	$1,748,526	$1,601,670 ▲	1,090.6%	11,192	1.1%	Computer and Technology
MCO Moody's	$1,604,302	$116,422 ▼	-6.8%	3,445	1.0%	Finance
XOM Exxon Mobil	$1,518,260		0.0%	12,766	1.0%	Energy
IJH iShares Core S&P Mid-Cap ETF	$1,473,104	$128,137 ▲	9.5%	25,246	1.0%	ETF
UNP Union Pacific	$1,468,468	$1,187,106 ▲	421.9%	6,216	1.0%	Transportation
GOOGL Alphabet	$1,352,327		0.0%	8,745	0.9%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$1,344,968		0.0%	23,050	0.9%	ETF
VBR Vanguard Small-Cap Value ETF	$1,309,432	$4,023,863 ▼	-75.4%	7,029	0.9%	ETF
WMT Walmart	$1,158,477	$558,520 ▲	93.1%	13,196	0.8%	Retail/Wholesale
COST Costco Wholesale	$1,140,611	$491,806 ▲	75.8%	1,206	0.7%	Retail/Wholesale
AVGO Broadcom	$1,110,061		0.0%	6,630	0.7%	Computer and Technology
NVDA NVIDIA	$1,045,867		0.0%	9,650	0.7%	Computer and Technology
GBDC Golub Capital BDC	$1,021,950	$181,059 ▲	21.5%	67,500	0.7%	Finance
TJX TJX Companies	$985,849		0.0%	8,094	0.6%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$981,200	$80,458 ▲	8.9%	4,000	0.6%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$949,645	$224,761 ▲	31.0%	20,982	0.6%	ETF
IJR iShares Core S&P Small-Cap ETF	$918,125	$360,244 ▲	64.6%	8,780	0.6%	ETF
V Visa	$905,939	$131,773 ▲	17.0%	2,585	0.6%	Business Services
PM Philip Morris International	$902,856	$890,158 ▲	7,010.0%	5,688	0.6%	Consumer Staples
JPM JPMorgan Chase & Co.	$900,742		0.0%	3,672	0.6%	Finance
FLJP Franklin FTSE Japan ETF	$890,673		0.0%	30,295	0.6%	ETF
ABT Abbott Laboratories	$856,256		0.0%	6,455	0.6%	Medical
BRK.B Berkshire Hathaway	$841,477	$628,445 ▲	295.0%	1,580	0.5%	Finance
GBDC Golub Capital BDC	$840,891		0.0%	55,541	0.5%	Finance
PEP PepsiCo	$834,866		0.0%	5,568	0.5%	Consumer Staples
IWM iShares Russell 2000 ETF	$833,070		0.0%	4,176	0.5%	Finance
MDY SPDR S&P MidCap 400 ETF Trust	$791,684		0.0%	1,484	0.5%	ETF
FAST Fastenal	$790,157		0.0%	10,189	0.5%	Retail/Wholesale
MRK Merck & Co., Inc.	$779,655		0.0%	8,686	0.5%	Medical
V Visa	$774,167		0.0%	2,209	0.5%	Business Services
UNH UnitedHealth Group	$757,342		0.0%	1,446	0.5%	Medical
VWO Vanguard FTSE Emerging Markets ETF	$724,884		0.0%	16,016	0.5%	ETF
MCD McDonald's	$700,958	$695,023 ▲	11,710.5%	2,244	0.5%	Retail/Wholesale
TSM Taiwan Semiconductor Manufacturing	$664,664	$254,976 ▲	62.2%	4,004	0.4%	Computer and Technology
COST Costco Wholesale	$648,805		0.0%	686	0.4%	Retail/Wholesale
WMT Walmart	$599,957		0.0%	6,834	0.4%	Retail/Wholesale
PG Procter & Gamble	$596,811	$106,853 ▲	21.8%	3,502	0.4%	Consumer Staples
APD Air Products and Chemicals	$595,443	$492,516 ▲	478.5%	2,019	0.4%	Basic Materials
IJR iShares Core S&P Small-Cap ETF	$557,881		0.0%	5,335	0.4%	ETF
MDT Medtronic	$557,042		0.0%	6,199	0.4%	Medical
RTX RTX	$555,272	$527,058 ▲	1,868.1%	4,192	0.4%	Aerospace
UBER Uber Technologies	$519,638		0.0%	7,132	0.3%	Computer and Technology
LLY Eli Lilly and Company	$503,805	$8,259 ▲	1.7%	610	0.3%	Medical
PG Procter & Gamble	$489,958		0.0%	2,875	0.3%	Consumer Staples
LINDE PLC	$464,709		0.0%	998	0.3%	CL
GS The Goldman Sachs Group	$457,791		0.0%	838	0.3%	Finance
BAC Bank of America	$456,401	$250,714 ▲	121.9%	10,937	0.3%	Finance
CVX Chevron	$455,531	$139,855 ▲	44.3%	2,723	0.3%	Energy
CARR Carrier Global	$417,362		0.0%	6,583	0.3%	Computer and Technology
SBUX Starbucks	$413,743		0.0%	4,218	0.3%	Retail/Wholesale
TSM Taiwan Semiconductor Manufacturing	$409,688		0.0%	2,468	0.3%	Computer and Technology
QCOM QUALCOMM	$376,344		0.0%	2,450	0.2%	Computer and Technology
AMT American Tower	$367,526	$214,771 ▲	140.6%	1,689	0.2%	Finance
MCD McDonald's	$367,347	$361,412 ▲	6,089.5%	1,176	0.2%	Retail/Wholesale
LMT Lockheed Martin	$364,516		0.0%	816	0.2%	Aerospace
KO Coca-Cola	$357,026		0.0%	4,985	0.2%	Consumer Staples
HON Honeywell International	$339,859	$60,561 ▲	21.7%	1,605	0.2%	Multi-Sector Conglomerates
HD Home Depot	$324,344		0.0%	885	0.2%	Retail/Wholesale
ABBV AbbVie	$322,032	$215,805 ▲	203.2%	1,537	0.2%	Medical
CVX Chevron	$315,676		0.0%	1,887	0.2%	Energy
OTIS Otis Worldwide	$312,593		0.0%	3,029	0.2%	Construction
ACN Accenture	$311,104		0.0%	997	0.2%	Computer and Technology
EQT EQT	$307,810		0.0%	5,761	0.2%	Energy
ORCL Oracle	$306,184		0.0%	2,190	0.2%	Computer and Technology
ADBE Adobe	$298,386		0.0%	778	0.2%	Computer and Technology
UNP Union Pacific	$281,362		0.0%	1,191	0.2%	Transportation
INTC Intel	$280,832		0.0%	12,366	0.2%	Computer and Technology
HON Honeywell International	$279,298		0.0%	1,319	0.2%	Multi-Sector Conglomerates
MDLZ Mondelez International	$277,846	$201,786 ▲	265.3%	4,095	0.2%	Consumer Staples
TRGP Targa Resources	$270,635		0.0%	1,350	0.2%	Energy
WMB Williams Companies	$254,817		0.0%	4,264	0.2%	Energy
LOW Lowe's Companies	$252,588	$205,942 ▲	441.5%	1,083	0.2%	Retail/Wholesale
AXP American Express	$251,831		0.0%	936	0.2%	Finance
TXN Texas Instruments	$249,244		0.0%	1,387	0.2%	Computer and Technology
TGT Target	$248,586		0.0%	2,382	0.2%	Retail/Wholesale
CAT Caterpillar	$248,010		0.0%	752	0.2%	Industrials
COP ConocoPhillips	$234,404		0.0%	2,232	0.2%	Energy
ADP Automatic Data Processing	$231,898	$201,345 ▲	659.0%	759	0.2%	Business Services
VTEB Vanguard Tax-Exempt Bond ETF	$221,305		0.0%	4,460	0.1%	ETF
BRK.B Berkshire Hathaway	$213,032		0.0%	400	0.1%	Finance
BAC Bank of America	$205,687		0.0%	4,929	0.1%	Finance
VOO Vanguard S&P 500 ETF	$205,564		0.0%	400	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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General Partner, Inc. Top Holdings and 13F Report (2025)

About General Partner, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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General Partner, Inc. Top Holdings and 13F Report (2025)

About General Partner, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGeneral Partner, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools