General Partner, Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 1, 2024), General Partner, Inc. reported 171 stock positions worth $159.2 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 13.2% of the portfolio, followed by Apple (AAPL, 9.4%) and Microsoft (MSFT, 7.3%). Compared with Q4 2023, it opened 51 new positions, sold out of 4, added to 55 and reduced 4. The biggest buy was a new position in BNYM International Stock-Y (DISYX) and the biggest sale an exit from Vanguard Total Bond Market (BND).

Most Recent 13F
Q2 2026
Location
PITTSBURGH, PA
CIK
0001800508
Portfolio Value
$159.2M (Q1 2024)
SEC Filing
0001800508-24-000002 ↗ filed Apr 1, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $159.2M $159.2M Q1 2024 Q2 2024: $156.5M Q2 2024 Q3 2024: $161.0M Q3 2024 Q4 2024: $166.0M Q4 2024 Q1 2025: $153.5M Q1 2025 Q2 2025: $170.7M Q2 2025 Q3 2025: $181.6M Q3 2025 Q4 2025: $176.4M Q4 2025 Q1 2026: $164.2M Q1 2026 Q2 2026: $185.9M Q2 2026

Holdings 171 stocks · $159.2M
BRK.A Berkshire Hathaway Inc. Class A 13.15% 33 $20.9M No change
AAPL Apple Inc. 9.38% 87,075 $14.9M Add +7.0%
MSFT Microsoft Corp. 7.28% 27,558 $11.6M Add +11.2%
GOOG Alphabet Inc. Class C 4.15% 43,420 $6.6M Add +7.1%
MA Mastercard Inc. Class A 4.00% 13,238 $6.4M Add +0.5%
VBR Vngrd Mrngst SL-CP Val ETF-U 2.82% 23,400 $4.5M Add +23.8%
HD Home Depot Inc. 2.40% 9,979 $3.8M Add +7.7%
DISYX BNYM International Stock-Y 2.40% 154,513 $3.8M New
BRK.B Berkshire Hathaway Inc. Class B 2.16% 8,191 $3.4M Add +2.2%
VB Vanguard Most SM-Cap ETF-Usd 1.94% 13,500 $3.1M No change
IJH iShares Core S&P Midcap ETF 1.83% 48,050 $2.9M Add +11.0%
GQGIX GQG Part Emerg MKTS Eq-Inst 1.82% 165,836 $2.9M New
VEA Vanguard Ftse Developed ETF 1.75% 55,579 $2.8M Add +54.4%
AMZN Amazon.com Inc. 1.70% 15,010 $2.7M No change
ARES STRATEGIC INCOME FUND 1.57% 2,500,000 $2.5M New
JNJ Johnson & Johnson 1.55% 15,567 $2.5M No change
NEE Nextera Energy Inc. 1.47% 36,503 $2.3M Add +9.1%
IUSV iShares Core S&P U.S. Value 1.46% 25,634 $2.3M New
IWF iShares Russell 1000 Growth 1.42% 6,696 $2.3M New
MCO Moody's Corp. 1.36% 5,491 $2.2M No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 1.36% 9,000 $2.2M No change
SPY SS SPDR S&P 500 ETF Trust-US 1.34% 4,088 $2.1M New
UNP Union Pacific Corp. 1.33% 8,585 $2.1M Add +2.1%
GBDC Golub Capital BDC Inc. 1.28% 122,500 $2.0M No change
META Meta Platforms Inc. Class A 1.16% 3,804 $1.8M No change
COST Costco Wholesale Corp. 1.10% 2,401 $1.8M Add +16.3%
IJR iShares Core S&P Small-Cap E 0.97% 14,030 $1.6M Add +8.3%
VWO Vanguard Ftse Emerging Marke 0.97% 36,793 $1.5M Add +326.3%
JPM JPMorgan Chase & Co. 0.96% 7,637 $1.5M No change
V Visa Inc. Class A 0.90% 5,144 $1.4M Add +29.1%
XOM Exxon Mobil Corp. 0.90% 12,284 $1.4M Add +25.4%
GOOGL Alphabet Inc. Class A 0.83% 8,745 $1.3M Add +41.5%
WMT Walmart Inc. 0.79% 20,892 $1.3M Add +18.3%
MRK Merck & Co. Inc. 0.72% 8,644 $1.1M Add +33.1%
PG The Procter & Gamble Co. 0.65% 6,346 $1.0M Add +38.7%
PEP Pepsico Inc. 0.61% 5,543 $970K Add +39.5%
MCD McDonald's Corp. 0.61% 3,417 $963K Add +25.3%
FLJP Franklin Ftse Japan ETF 0.58% 30,000 $931K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.57% 9,005 $913K Add +5.9%
IWM iShares Russell 2000 ETF 0.55% 4,176 $878K New
AVGO Broadcom Inc. 0.55% 662 $877K Add +112.2%
TSM Taiwan Semiconductor-SP ADR 0.55% 6,433 $875K Add +5.6%
NVDA Nvidia Corp. 0.55% 965 $872K New
FAST Fastenal Co. 0.54% 11,085 $855K Add +4.6%
MDY State Street SPDR S&P Midcap 0.52% 1,484 $826K New
ABT Abbott Laboratories 0.46% 6,423 $730K Add +30.1%
CVX Chevron Corp. 0.46% 4,593 $724K Add +53.4%
UNH Unitedhealth Group Inc. 0.45% 1,441 $713K Add +43.8%
APDYX Artisan Developing World-Adv 0.43% 36,826 $686K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.38% 15,817 $600K No change
HON Honeywell International Inc. 0.38% 2,910 $597K Add +25.0%
TGT Target Corp. 0.37% 3,350 $594K No change
APD Air Products & Chemicals Inc. 0.36% 2,349 $569K Add +17.4%
UBER Uber Technologies Inc. 0.34% 7,132 $549K New
MDT Medtronic PLC 0.34% 6,198 $540K No change
PM Philip Morris International 0.33% 5,739 $526K No change
RTX CORPORATION 0.33% 5,390 $526K New
INTC Intel Corp. 0.32% 11,503 $508K No change
NKE Nike Inc. Class B 0.31% 5,251 $493K No change
AMT American Tower Corp. 0.29% 2,377 $470K Add +41.9%
LLY Eli Lilly & Co. 0.29% 600 $467K New
LIN Linde PLC 0.29% 998 $463K Add +4.8%
QCOM Qualcomm Inc. 0.26% 2,450 $415K Add +7.8%
ADBE Adobe Inc. 0.25% 778 $393K No change
SBUX Starbucks Corp. 0.24% 4,218 $385K Add +70.7%
CARR Carrier Global Corp. 0.24% 6,520 $379K Add +8.7%
ABBV Abbvie Inc. 0.23% 2,042 $372K Add +716.8%
LMT Lockheed Martin Corp. 0.23% 816 $371K Add +14.1%
MDLZ Mondelez International Inc. Class A 0.23% 5,176 $362K Add +47.9%
GS Goldman Sachs Group Inc. 0.22% 838 $350K No change
AMD Advanced Micro Devices 0.22% 1,906 $344K Add +7.6%
LOW Lowe's Cos Inc. 0.21% 1,283 $327K Add +63.2%
KO The Coca-Cola Co. 0.19% 4,985 $305K No change
OTIS Otis Worldwide Corp. 0.19% 3,000 $298K No change
CAT Caterpillar Inc. 0.17% 752 $276K Add +79.9%
ORCL Oracle Corp. 0.17% 2,190 $275K Add +119.0%
ACN Accenture PLC Class A 0.17% 772 $268K Add +8.3%
TXN Texas Instruments Inc. 0.15% 1,387 $242K Add +28.5%
ADP Automatic Data Processing 0.13% 858 $214K Add +80.6%
AXP American Express Co. 0.13% 936 $213K No change
PSX Phillips 66 0.13% 1,301 $213K Add +75.8%
AMAT Applied Materials Inc. 0.13% 1,017 $210K Add +47.2%
BLK BlackRock Finance Inc. 0.12% 237 $198K No change
VOO Vanguard S&P 500 ETF 0.12% 400 $192K No change
COP Conocophillips 0.12% 1,480 $188K Add +39.5%
SPGI S&P Global Inc. 0.12% 441 $188K No change
LRCX Lam Research Corp. 0.11% 174 $169K Add +16.0%
WMB Williams Cos Inc. 0.10% 4,264 $166K New
TRGP Targa Resources Corp. 0.10% 1,350 $151K New
DHR Danaher Corp. 0.09% 600 $150K No change
MNST Monster Beverage Corp. 0.09% 2,420 $143K No change
SGOV iShares 0-3 Month Treasury B 0.09% 1,400 $141K New
TMO Thermo Fisher Scientific Inc. 0.09% 234 $136K No change
VGSH Vanguard Short-Term Treasury 0.08% 2,250 $131K New
SNPS Synopsys Inc. 0.08% 223 $127K New
DVN Devon Energy Corp. 0.08% 2,520 $126K Add +60.5%
MCK McKesson Corp. 0.08% 234 $126K New
UPS United Parcel Service Class B 0.08% 842 $125K Add +35.1%
GLD SPDR Gold Shares 0.08% 600 $123K No change
INTU Intuit Inc. 0.08% 187 $122K New
NVO Novo-Nordisk A/S-Spons ADR 0.07% 880 $113K New
CB Chubb Ltd. 0.07% 425 $110K New
MS Morgan Stanley 0.07% 1,107 $104K Add +846.1%
SRE Sempra 0.07% 1,450 $104K New
PAGP Plains GP Holdings LP 0.06% 5,500 $100K New
A Agilent Technologies Inc. 0.06% 635 $92K New
ASML ASML Holding NV-NY Reg SHS 0.06% 95 $92K New
STZ Constellation Brands Inc. Class A 0.06% 332 $90K No change
PHM Pultegroup Inc. 0.05% 711 $86K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.05% 449 $86K No change
MRO Marathon Oil Corp. 0.05% 2,940 $83K No change
ETN Eaton Corp. PLC 0.05% 264 $83K New
OKE Oneok Inc. 0.05% 1,000 $80K New
LNG Cheniere Energy Inc. 0.05% 475 $77K New
PAYX Paychex Inc. 0.05% 615 $76K New
PLD Prologis Inc. 0.04% 533 $69K New
MRSH Marsh & McLennan Cos 0.04% 298 $61K New
TXT Textron Inc. 0.04% 630 $60K New
HIG Hartford Insurance Group Inc. 0.04% 570 $59K New
LVMUY LVMH Moet Hennessy-Unsp ADR 0.04% 324 $59K New
GE General Electric 0.04% 323 $57K New
URI United Rentals Inc. 0.03% 77 $56K New
HAL Halliburton Co. 0.03% 1,400 $55K New
TT Trane Technologies PLC 0.03% 181 $54K New
IWO iShares Russell 2000 Growth 0.03% 200 $54K No change
MCHP Microchip Technology Inc. 0.03% 600 $54K No change
AZN Astrazeneca PLC-Spons ADR 0.03% 768 $52K New
NUE Nucor Corp. 0.03% 262 $52K New
DRIV Global X Autonomous&elec-ETF 0.03% 2,000 $49K No change
BRSL Brightstar Lottery PLC filed as INTERNATIONAL GAME TECHNOLOG 0.03% 2,000 $45K New
ELV Elevance Health Inc. 0.02% 75 $39K No change
TOELY Tokyo Electron Ltd.-Unsp ADR 0.02% 292 $38K New
EPD Enterprise Products Partners 0.02% 1,250 $36K No change
AMGN Amgen Inc. 0.02% 126 $36K No change
ITW Illinois Tool Works 0.02% 131 $35K New
JPXGY Japan Exchange Group Inc.-ADR 0.02% 2,588 $35K New
NSRGY Nestle SA-Spons ADR 0.02% 300 $32K No change
MTB M & T Bank Corp. filed as M & T BK CORP 0.02% 189 $27K New
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.02% 175 $27K No change
MU Micron Technology Inc. 0.01% 202 $24K New
SONY Sony Group Corp. - SP ADR 0.01% 249 $21K New
RTX RTX Corp. 0.01% 213 $21K Reduce -95.6%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.01% 658 $20K Add +201.8%
MELI MercadoLibre Inc. 0.01% 12 $18K New
VNQ Vanguard Real Estate ETF 0.01% 200 $17K Reduce -97.6%
SLV iShares Silver Trust 0.01% 750 $17K No change
NVT Nvent Electric PLC 0.01% 184 $14K No change
VLO Valero Energy Corp. 0.01% 66 $11K No change
CSCO Cisco Systems Inc. 0.01% 208 $10K No change
MET Metlife Inc. 0.01% 136 $10K No change
DUK Duke Energy Corp. 0.01% 101 $10K Add +98.0%
DOW Dow Inc. 0.01% 159 $9K No change
JCI Johnson Controls Internation 0.01% 138 $9K No change
ORI Old Republic Intl Corp. 0.01% 288 $9K No change
OMC Omnicom Group 0.01% 90 $9K No change
UL Unilever PLC 0.01% 167 $8K No change
AEP American Electric Power 0.00% 85 $7K No change
USB US Bancorp 0.00% 158 $7K No change
AVB Avalonbay Communities Inc. 0.00% 38 $7K No change
TD Toronto-Dominion Bank 0.00% 110 $7K No change
NTR Nutrien Ltd. 0.00% 107 $6K No change
FE Firstenergy Corp. 0.00% 150 $6K No change
BMY Bristol-Myers Squibb Co. 0.00% 101 $5K Reduce -93.7%
CCI Crown Castle Inc. 0.00% 48 $5K No change
PFE Pfizer Inc. 0.00% 158 $4K Reduce -93.3%
UBSI United Bankshares Inc. 0.00% 122 $4K No change
VZ Verizon Communications Inc. 0.00% 100 $4K No change
KEY Keycorp 0.00% 244 $4K No change
T AT&T Inc. 0.00% 200 $4K No change
ATS Ats Corp. 0.00% 100 $3K New
EDNMY Edenred SA-Unsp ADR 0.00% 63 $2K New

Portfolio Sells Q4 2023 → Q1 2024
BND Vanguard Total Bond Market Sold out 0.00% −2.79
VNQ Vanguard Real Estate ETF Reduce -97.6% 0.01% −0.60
RTX RTX Corp. Reduce -95.6% 0.01% −0.33
BDX Becton Dickinson and Co. Sold out 0.00% −0.07
BMY Bristol-Myers Squibb Co. Reduce -93.7% 0.00% −0.07
PFE Pfizer Inc. Reduce -93.3% 0.00% −0.05
INTL GAME TECHNOLOGY Sold out 0.00% −0.05
CVS CVS Health Corp. Sold out 0.00% −0.02

Portfolio Buys Q4 2023 → Q1 2024
DISYX BNYM International Stock-Y New 2.40% +2.40
GQGIX GQG Part Emerg MKTS Eq-Inst New 1.82% +1.82
ARES STRATEGIC INCOME FUND New 1.57% +1.57
IUSV iShares Core S&P U.S. Value New 1.46% +1.46
IWF iShares Russell 1000 Growth New 1.42% +1.42
SPY SS SPDR S&P 500 ETF Trust-US New 1.34% +1.34
VWO Vanguard Ftse Emerging Marke Add +326.3% 0.97% +0.67
IWM iShares Russell 2000 ETF New 0.55% +0.55
NVDA Nvidia Corp. New 0.55% +0.55
MDY State Street SPDR S&P Midcap New 0.52% +0.52
APDYX Artisan Developing World-Adv New 0.43% +0.43
UBER Uber Technologies Inc. New 0.34% +0.34
RTX CORPORATION New 0.33% +0.33
VEA Vanguard Ftse Developed ETF Add +54.4% 1.75% +0.30
LLY Eli Lilly & Co. New 0.29% +0.29
AVGO Broadcom Inc. Add +112.2% 0.55% +0.26
ABBV Abbvie Inc. Add +716.8% 0.23% +0.20
MRK Merck & Co. Inc. Add +33.1% 0.72% +0.11
WMB Williams Cos Inc. New 0.10% +0.10
GOOGL Alphabet Inc. Class A Add +41.5% 0.83% +0.10
TRGP Targa Resources Corp. New 0.10% +0.10
SGOV iShares 0-3 Month Treasury B New 0.09% +0.09
ORCL Oracle Corp. Add +119.0% 0.17% +0.08
VGSH Vanguard Short-Term Treasury New 0.08% +0.08
SNPS Synopsys Inc. New 0.08% +0.08
CVX Chevron Corp. Add +53.4% 0.46% +0.08
MCK McKesson Corp. New 0.08% +0.08
PG The Procter & Gamble Co. Add +38.7% 0.65% +0.08
INTU Intuit Inc. New 0.08% +0.08
NVO Novo-Nordisk A/S-Spons ADR New 0.07% +0.07
CAT Caterpillar Inc. Add +79.9% 0.17% +0.07
CB Chubb Ltd. New 0.07% +0.07
SRE Sempra New 0.07% +0.07
PAGP Plains GP Holdings LP New 0.06% +0.06
LOW Lowe's Cos Inc. Add +63.2% 0.21% +0.06
A Agilent Technologies Inc. New 0.06% +0.06
ASML ASML Holding NV-NY Reg SHS New 0.06% +0.06
XOM Exxon Mobil Corp. Add +25.4% 0.90% +0.06
MS Morgan Stanley Add +846.1% 0.07% +0.06
ETN Eaton Corp. PLC New 0.05% +0.05
PSX Phillips 66 Add +75.8% 0.13% +0.05
OKE Oneok Inc. New 0.05% +0.05
LNG Cheniere Energy Inc. New 0.05% +0.05
PAYX Paychex Inc. New 0.05% +0.05
PLD Prologis Inc. New 0.04% +0.04
SBUX Starbucks Corp. Add +70.7% 0.24% +0.04
ADP Automatic Data Processing Add +80.6% 0.13% +0.04
MRSH Marsh & McLennan Cos New 0.04% +0.04
TXT Textron Inc. New 0.04% +0.04
AMAT Applied Materials Inc. Add +47.2% 0.13% +0.04

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 167$185.9MBRK.A, AAPL, GOOG, VBR, ICSH
Q1 2026 165$164.2MBRK.A, AAPL, GOOG, VBR, MSFT
Q4 2025 169$176.4MBRK.A, AAPL, GOOG, MSFT, VBR
Q3 2025 169$181.6MBRK.A, AAPL, MSFT, GOOG, ICSH
Q2 2025 173$170.7MBRK.A, AAPL, MSFT, ICSH, GOOG
Q1 2025 175$153.5MBRK.A, AAPL, MSFT, GOOG, MA
Q4 2024 173$166.0MBRK.A, AAPL, MSFT, GOOG, MA
Q3 2024 160$161.0MBRK.A, AAPL, MSFT, GOOG, MA
Q2 2024 164$156.5MBRK.A, AAPL, MSFT, GOOG, MA
Q1 2024 171$159.2MBRK.A, AAPL, MSFT, GOOG, MA