General Partner, Inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 5, 2024), General Partner, Inc. reported 164 stock positions worth $156.5 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 12.9% of the portfolio, followed by Apple (AAPL, 11.6%) and Microsoft (MSFT, 7.6%). Compared with Q1 2024, it opened 2 new positions, sold out of 9, added to 52 and reduced 10. The biggest buy was a new position in Vanguard Total Bond Market (BND) and the biggest sale an exit from BNYM International Stock-Y (DISYX).

Most Recent 13F
Q2 2026
Location
PITTSBURGH, PA
CIK
0001800508
Portfolio Value
$156.5M (Q2 2024)
SEC Filing
0001800508-24-000003 ↗ filed Jul 5, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $159.2M Q1 2024 Q2 2024: $156.5M $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 164 stocks · $156.5M
BRK.A Berkshire Hathaway Inc. Class A 12.91% 33 $20.2M No change
AAPL Apple Inc. 11.63% 86,433 $18.2M Reduce -0.7%
MSFT Microsoft Corp. 7.64% 26,751 $12.0M Reduce -2.9%
GOOG Alphabet Inc. Class C 5.01% 42,729 $7.8M Reduce -1.6%
MA Mastercard Inc. Class A 3.64% 12,903 $5.7M Reduce -2.5%
VBR Vngrd Mrngst SL-CP Val ETF-U 3.32% 28,467 $5.2M Add +21.6%
HD Home Depot Inc. 2.20% 9,987 $3.4M Add +0.1%
BRK.B Berkshire Hathaway Inc. Class B 2.16% 8,305 $3.4M Add +1.4%
BND Vanguard Total Bond Market 2.11% 45,848 $3.3M New
VB Vanguard Most SM-Cap ETF-Usd 1.88% 13,500 $2.9M No change
AMZN Amazon.com Inc. 1.86% 15,085 $2.9M Add +0.5%
IJH iShares Core S&P Midcap ETF 1.81% 48,296 $2.8M Add +0.5%
VEA Vanguard Ftse Developed ETF 1.75% 55,579 $2.7M No change
NEE Nextera Energy Inc. 1.66% 36,598 $2.6M Add +0.3%
IWF iShares Russell 1000 Growth 1.56% 6,696 $2.4M No change
IUSV iShares Core S&P U.S. Value 1.44% 25,634 $2.3M No change
SPY SS SPDR S&P 500 ETF Trust-US 1.42% 4,088 $2.2M No change
JNJ Johnson & Johnson 1.39% 14,935 $2.2M Reduce -4.1%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 1.37% 8,588 $2.1M Reduce -4.6%
MCO Moody's Corp. 1.36% 5,045 $2.1M Reduce -8.1%
GBDC Golub Capital BDC Inc. 1.23% 123,041 $1.9M Add +0.4%
META Meta Platforms Inc. Class A 1.23% 3,833 $1.9M Add +0.8%
COST Costco Wholesale Corp. 1.20% 2,217 $1.9M Reduce -7.7%
UNP Union Pacific Corp. 1.18% 8,157 $1.8M Reduce -5.0%
VWO Vanguard Ftse Emerging Marke 1.03% 36,998 $1.6M Add +0.6%
GOOGL Alphabet Inc. Class A 1.02% 8,745 $1.6M No change
JPM JPMorgan Chase & Co. 0.99% 7,672 $1.6M Add +0.5%
IJR iShares Core S&P Small-Cap E 0.96% 14,115 $1.5M Add +0.6%
WMT Walmart Inc. 0.91% 21,030 $1.4M Add +0.7%
XOM Exxon Mobil Corp. 0.91% 12,366 $1.4M Add +0.7%
V Visa Inc. Class A 0.87% 5,169 $1.4M Add +0.5%
NVDA Nvidia Corp. 0.76% 9,650 $1.2M No change
TSM Taiwan Semiconductor-SP ADR 0.72% 6,472 $1.1M Add +0.6%
MRK Merck & Co. Inc. 0.69% 8,686 $1.1M Add +0.5%
AVGO Broadcom Inc. 0.68% 663 $1.1M Add +0.1%
PG The Procter & Gamble Co. 0.67% 6,377 $1.1M Add +0.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.64% 9,094 $1.0M Add +1.0%
PEP Pepsico Inc. 0.59% 5,568 $918K Add +0.5%
MCD McDonald's Corp. 0.56% 3,439 $876K Add +0.6%
FLJP Franklin Ftse Japan ETF 0.56% 30,295 $871K Add +1.0%
IWM iShares Russell 2000 ETF 0.54% 4,176 $847K No change
MDY State Street SPDR S&P Midcap 0.51% 1,484 $794K No change
UNH Unitedhealth Group Inc. 0.47% 1,446 $736K Add +0.3%
CVX Chevron Corp. 0.46% 4,610 $721K Add +0.4%
FAST Fastenal Co. 0.45% 11,189 $703K Add +0.9%
ABT Abbott Laboratories 0.43% 6,455 $671K Add +0.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.40% 15,866 $631K Add +0.3%
HON Honeywell International Inc. 0.40% 2,924 $624K Add +0.5%
APD Air Products & Chemicals Inc. 0.39% 2,368 $611K Add +0.8%
PM Philip Morris International 0.37% 5,768 $584K Add +0.5%
RTX Corp 0.35% 5,442 $546K New
LLY Eli Lilly & Co. 0.35% 600 $543K No change
UBER Uber Technologies Inc. 0.33% 7,132 $518K No change
MDT Medtronic PLC 0.31% 6,257 $492K Add +0.9%
QCOM Qualcomm Inc. 0.31% 2,450 $488K No change
AMT American Tower Corp. 0.30% 2,391 $465K Add +0.6%
LIN Linde PLC 0.28% 998 $438K No change
ADBE Adobe Inc. 0.28% 778 $432K No change
CARR Carrier Global Corp. 0.27% 6,583 $415K Add +1.0%
NKE Nike Inc. Class B 0.25% 5,281 $398K Add +0.6%
LMT Lockheed Martin Corp. 0.24% 816 $381K No change
GS Goldman Sachs Group Inc. 0.24% 838 $379K No change
INTC Intel Corp. 0.23% 11,616 $360K Add +1.0%
TGT Target Corp. 0.23% 2,382 $353K Reduce -28.9%
ABBV Abbvie Inc. 0.22% 2,044 $351K Add +0.1%
MDLZ Mondelez International Inc. Class A 0.22% 5,216 $341K Add +0.8%
SBUX Starbucks Corp. 0.21% 4,218 $328K No change
KO The Coca-Cola Co. 0.20% 4,985 $317K No change
ORCL Oracle Corp. 0.20% 2,190 $309K No change
AMD Advanced Micro Devices 0.20% 1,906 $309K No change
OTIS Otis Worldwide Corp. 0.19% 3,029 $292K Add +1.0%
LOW Lowe's Cos Inc. 0.18% 1,283 $283K No change
TXN Texas Instruments Inc. 0.17% 1,387 $270K No change
CAT Caterpillar Inc. 0.16% 752 $250K No change
AMAT Applied Materials Inc. 0.15% 1,020 $241K Add +0.3%
ACN Accenture PLC Class A 0.15% 772 $234K No change
AXP American Express Co. 0.14% 936 $217K No change
ADP Automatic Data Processing 0.13% 859 $205K Add +0.1%
VOO Vanguard S&P 500 ETF 0.13% 400 $200K No change
SPGI S&P Global Inc. 0.13% 443 $198K Add +0.5%
BLK BlackRock Finance Inc. 0.12% 237 $187K No change
LRCX Lam Research Corp. 0.12% 174 $185K No change
PSX Phillips 66 0.12% 1,303 $184K Add +0.1%
WMB Williams Cos Inc. 0.12% 4,264 $181K No change
TRGP Targa Resources Corp. 0.11% 1,350 $174K No change
COP Conocophillips 0.11% 1,483 $170K Add +0.2%
DHR Danaher Corp. 0.10% 600 $150K No change
SGOV iShares 0-3 Month Treasury B 0.09% 1,400 $141K No change
MCK McKesson Corp. 0.09% 234 $137K No change
SNPS Synopsys Inc. 0.08% 223 $133K No change
VGSH Vanguard Short-Term Treasury 0.08% 2,250 $130K No change
TMO Thermo Fisher Scientific Inc. 0.08% 234 $129K No change
GLD SPDR Gold Shares 0.08% 600 $129K No change
NVO Novo-Nordisk A/S-Spons ADR 0.08% 880 $126K No change
INTU Intuit Inc. 0.08% 187 $123K No change
MNST Monster Beverage Corp. 0.08% 2,420 $121K No change
DVN Devon Energy Corp. 0.08% 2,544 $121K Add +0.9%
UPS United Parcel Service Class B 0.07% 842 $115K No change
SRE Sempra 0.07% 1,450 $110K No change
CB Chubb Ltd. 0.07% 425 $108K No change
MS Morgan Stanley 0.07% 1,107 $108K No change
PAGP Plains GP Holdings LP 0.07% 5,500 $104K No change
ASML ASML Holding NV-NY Reg SHS 0.06% 95 $97K No change
STZ Constellation Brands Inc. Class A 0.05% 332 $85K No change
MRO Marathon Oil Corp. 0.05% 2,940 $84K No change
LNG Cheniere Energy Inc. 0.05% 475 $83K No change
ETN Eaton Corp. PLC 0.05% 264 $83K No change
A Agilent Technologies Inc. 0.05% 635 $82K No change
OKE Oneok Inc. 0.05% 1,000 $82K No change
PHM Pultegroup Inc. 0.05% 718 $79K Add +1.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.05% 449 $78K No change
PAYX Paychex Inc. 0.05% 618 $73K Add +0.5%
MRSH Marsh & McLennan Cos 0.04% 298 $63K No change
AZN Astrazeneca PLC-Spons ADR 0.04% 768 $60K No change
TT Trane Technologies PLC 0.04% 182 $60K Add +0.6%
PLD Prologis Inc. 0.04% 533 $60K No change
HIG Hartford Insurance Group Inc. 0.04% 575 $58K Add +0.9%
MCHP Microchip Technology Inc. 0.04% 600 $55K No change
TXT Textron Inc. 0.03% 636 $55K Add +0.9%
IWO iShares Russell 2000 Growth 0.03% 200 $53K No change
GE General Electric filed as GE AEROSPACE 0.03% 325 $52K Add +0.6%
URI United Rentals Inc. 0.03% 77 $50K No change
LVMUY LVMH Moet Hennessy-Unsp ADR 0.03% 324 $50K No change
HAL Halliburton Co. 0.03% 1,411 $48K Add +0.8%
DRIV Global X Autonomous&elec-ETF 0.03% 2,000 $47K No change
NUE Nucor Corp. 0.03% 264 $42K Add +0.8%
ELV Elevance Health Inc. 0.03% 75 $41K No change
AMGN Amgen Inc. 0.03% 126 $39K No change
EPD Enterprise Products Partners 0.02% 1,250 $36K No change
TOELY Tokyo Electron Ltd.-Unsp ADR 0.02% 292 $32K No change
ITW Illinois Tool Works 0.02% 131 $31K No change
NSRGY Nestle SA-Spons ADR 0.02% 300 $31K No change
JPXGY Japan Exchange Group Inc.-ADR 0.02% 2,588 $30K No change
MU Micron Technology Inc. 0.02% 202 $27K No change
RTX RTX Corp. 0.01% 213 $21K No change
SONY Sony Group Corp. - SP ADR 0.01% 249 $21K No change
SLV iShares Silver Trust 0.01% 750 $20K No change
MELI MercadoLibre Inc. 0.01% 12 $20K No change
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.01% 658 $19K No change
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.01% 175 $19K No change
VNQ Vanguard Real Estate ETF 0.01% 200 $17K No change
NVT Nvent Electric PLC 0.01% 184 $14K No change
VLO Valero Energy Corp. 0.01% 66 $10K No change
DUK Duke Energy Corp. 0.01% 101 $10K No change
CSCO Cisco Systems Inc. 0.01% 208 $10K No change
MET Metlife Inc. 0.01% 136 $10K No change
UL Unilever PLC 0.01% 167 $9K No change
JCI Johnson Controls Internation 0.01% 138 $9K No change
ORI Old Republic Intl Corp. 0.01% 288 $9K No change
DOW Dow Inc. 0.01% 159 $8K No change
OMC Omnicom Group 0.01% 90 $8K No change
AVB Avalonbay Communities Inc. 0.01% 38 $8K No change
AEP American Electric Power 0.00% 85 $7K No change
USB US Bancorp 0.00% 158 $6K No change
TD Toronto-Dominion Bank 0.00% 110 $6K No change
FE Firstenergy Corp. 0.00% 150 $6K No change
NTR Nutrien Ltd. 0.00% 107 $5K No change
PFE Pfizer Inc. 0.00% 158 $4K No change
BMY Bristol-Myers Squibb Co. 0.00% 101 $4K No change
VZ Verizon Communications Inc. 0.00% 100 $4K No change
T AT&T Inc. 0.00% 200 $4K No change
KEY Keycorp 0.00% 244 $3K No change
ATS Ats Corp. 0.00% 100 $3K No change
EDNMY Edenred SA-Unsp ADR 0.00% 63 $1K No change

Portfolio Sells Q1 2024 → Q2 2024
DISYX BNYM International Stock-Y Sold out 0.00% −2.40
GQGIX GQG Part Emerg MKTS Eq-Inst Sold out 0.00% −1.82
ARES STRATEGIC INCOME FUND Sold out 0.00% −1.57
APDYX Artisan Developing World-Adv Sold out 0.00% −0.43
MA Mastercard Inc. Class A Reduce -2.5% 3.64% −0.37
RTX CORPORATION Sold out 0.00% −0.33
JNJ Johnson & Johnson Reduce -4.1% 1.39% −0.15
TGT Target Corp. Reduce -28.9% 0.23% −0.15
UNP Union Pacific Corp. Reduce -5.0% 1.18% −0.15
BRSL Brightstar Lottery PLC Sold out 0.00% −0.03
MTB M & T Bank Corp. Sold out 0.00% −0.02
CCI Crown Castle Inc. Sold out 0.00% −0.00
UBSI United Bankshares Inc. Sold out 0.00% −0.00
MCO Moody's Corp. Reduce -8.1% 1.36% +0.00
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -4.6% 1.37% +0.01
COST Costco Wholesale Corp. Reduce -7.7% 1.20% +0.10
MSFT Microsoft Corp. Reduce -2.9% 7.64% +0.36
GOOG Alphabet Inc. Class C Reduce -1.6% 5.01% +0.85
AAPL Apple Inc. Reduce -0.7% 11.63% +2.25

Portfolio Buys Q1 2024 → Q2 2024
BND Vanguard Total Bond Market New 2.11% +2.11
VBR Vngrd Mrngst SL-CP Val ETF-U Add +21.6% 3.32% +0.50
RTX Corp New 0.35% +0.35
NEE Nextera Energy Inc. Add +0.3% 1.66% +0.19
TSM Taiwan Semiconductor-SP ADR Add +0.6% 0.72% +0.17
AMZN Amazon.com Inc. Add +0.5% 1.86% +0.16
AVGO Broadcom Inc. Add +0.1% 0.68% +0.13
WMT Walmart Inc. Add +0.7% 0.91% +0.12
META Meta Platforms Inc. Class A Add +0.8% 1.23% +0.07
VWO Vanguard Ftse Emerging Marke Add +0.6% 1.03% +0.07
TJX TJX Companies Inc. Add +1.0% 0.64% +0.07
PM Philip Morris International Add +0.5% 0.37% +0.04
APD Air Products & Chemicals Inc. Add +0.8% 0.39% +0.03
JPM JPMorgan Chase & Co. Add +0.5% 0.99% +0.03
CARR Carrier Global Corp. Add +1.0% 0.27% +0.03
BAC Bank of America Corp. Add +0.3% 0.40% +0.03
PG The Procter & Gamble Co. Add +0.5% 0.67% +0.03
HON Honeywell International Inc. Add +0.5% 0.40% +0.02
UNH Unitedhealth Group Inc. Add +0.3% 0.47% +0.02
AMAT Applied Materials Inc. Add +0.3% 0.15% +0.02
XOM Exxon Mobil Corp. Add +0.7% 0.91% +0.01
SPGI S&P Global Inc. Add +0.5% 0.13% +0.01
CVX Chevron Corp. Add +0.4% 0.46% +0.01
TT Trane Technologies PLC Add +0.6% 0.04% +0.00
AMT American Tower Corp. Add +0.6% 0.30% +0.00
HIG Hartford Insurance Group Inc. Add +0.9% 0.04% 0.00
PAYX Paychex Inc. Add +0.5% 0.05% −0.00
OTIS Otis Worldwide Corp. Add +1.0% 0.19% −0.00
DVN Devon Energy Corp. Add +0.9% 0.08% −0.00
GE General Electric Add +0.6% 0.03% −0.00
TXT Textron Inc. Add +0.9% 0.03% −0.00
PHM Pultegroup Inc. Add +1.0% 0.05% −0.00
ADP Automatic Data Processing Add +0.1% 0.13% −0.00
HAL Halliburton Co. Add +0.8% 0.03% −0.00
BRK.B Berkshire Hathaway Inc. Class B Add +1.4% 2.16% −0.01
NUE Nucor Corp. Add +0.8% 0.03% −0.01
MDLZ Mondelez International Inc. Class A Add +0.8% 0.22% −0.01
ABBV Abbvie Inc. Add +0.1% 0.22% −0.01
COP Conocophillips Add +0.2% 0.11% −0.01
IJR iShares Core S&P Small-Cap E Add +0.6% 0.96% −0.01
PSX Phillips 66 Add +0.1% 0.12% −0.02
PEP Pepsico Inc. Add +0.5% 0.59% −0.02
MDT Medtronic PLC Add +0.9% 0.31% −0.02
IJH iShares Core S&P Midcap ETF Add +0.5% 1.81% −0.03
FLJP Franklin Ftse Japan ETF Add +1.0% 0.56% −0.03
MRK Merck & Co. Inc. Add +0.5% 0.69% −0.03
ABT Abbott Laboratories Add +0.5% 0.43% −0.03
V Visa Inc. Class A Add +0.5% 0.87% −0.04
GBDC Golub Capital BDC Inc. Add +0.4% 1.23% −0.04
MCD McDonald's Corp. Add +0.6% 0.56% −0.05

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