General Partner, Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 3, 2025), General Partner, Inc. reported 173 stock positions worth $166.0 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 13.5% of the portfolio, followed by Apple (AAPL, 11.6%) and Microsoft (MSFT, 6.2%). Compared with Q3 2024, it opened 19 new positions, sold out of 6, added to 9 and reduced 9. The biggest buy was a new position in iShares Ultra Short Duration (ICSH) and the biggest sale Microsoft (MSFT, shares −4%).

Most Recent 13F
Q2 2026
Location
PITTSBURGH, PA
CIK
0001800508
Portfolio Value
$166.0M (Q4 2024)
SEC Filing
0001800508-25-000001 ↗ filed Jan 3, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $159.2M Q1 2024 Q2 2024: $156.5M Q2 2024 Q3 2024: $161.0M Q3 2024 Q4 2024: $166.0M $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 173 stocks · $166.0M
BRK.A Berkshire Hathaway Inc. Class A 13.53% 33 $22.5M No change
AAPL Apple Inc. 11.63% 77,123 $19.3M Reduce -2.6%
MSFT Microsoft Corp. 6.17% 24,301 $10.2M Reduce -4.0%
GOOG Alphabet Inc. Class C 4.48% 39,029 $7.4M Reduce -4.2%
MA Mastercard Inc. Class A 3.60% 11,353 $6.0M Reduce -5.8%
VBR Vngrd Mrngst SL-CP Val ETF-U 3.42% 28,629 $5.7M Add +0.6%
HD Home Depot Inc. 2.34% 9,987 $3.9M No change
BRK.B Berkshire Hathaway Inc. Class B 2.29% 8,380 $3.8M Add +0.9%
BND Vanguard Total Bond Market 1.99% 45,848 $3.3M No change
VB Vanguard Most SM-Cap ETF-Usd 1.96% 13,559 $3.3M Add +0.4%
AMZN Amazon.com Inc. 1.89% 14,335 $3.1M No change
IJH iShares Core S&P Midcap ETF 1.81% 48,296 $3.0M No change
ICSH iShares Ultra Short Duration 1.70% 56,000 $2.8M New
IWF iShares Russell 1000 Growth 1.62% 6,696 $2.7M No change
VEA Vanguard Ftse Developed ETF 1.60% 55,579 $2.7M No change
NEE Nextera Energy Inc. 1.54% 35,598 $2.6M No change
SPY SS SPDR S&P 500 ETF Trust-US 1.44% 4,088 $2.4M No change
IUSV iShares Core S&P U.S. Value 1.43% 25,634 $2.4M New
VV Vngrd Mrgstr LRG-Cap ETF-Usd 1.27% 7,838 $2.1M Reduce -8.7%
META Meta Platforms Inc. Class A 1.25% 3,558 $2.1M No change
GBDC Golub Capital BDC Inc. 1.12% 123,041 $1.9M No change
JPM JPMorgan Chase & Co. 1.11% 7,672 $1.8M No change
WMT Walmart Inc. 1.09% 20,030 $1.8M No change
MCO Moody's Corp. 1.05% 3,695 $1.7M Reduce -11.9%
COST Costco Wholesale Corp. 1.04% 1,892 $1.7M Reduce -5.0%
UNP Union Pacific Corp. 1.02% 7,407 $1.7M No change
GOOGL Alphabet Inc. Class A 1.00% 8,745 $1.7M No change
VWO Vanguard Ftse Emerging Marke 0.98% 36,998 $1.6M No change
IJR iShares Core S&P Small-Cap E 0.98% 14,115 $1.6M No change
JNJ Johnson & Johnson 0.97% 11,185 $1.6M Reduce -6.3%
AVGO Broadcom Inc. 0.93% 6,630 $1.5M No change
V Visa Inc. Class A 0.91% 4,794 $1.5M Reduce -2.5%
XOM Exxon Mobil Corp. 0.83% 12,766 $1.4M Add +3.2%
NVDA Nvidia Corp. 0.78% 9,650 $1.3M No change
TSM Taiwan Semiconductor-SP ADR 0.77% 6,472 $1.3M No change
VNQ Vanguard Real Estate ETF 0.68% 12,632 $1.1M No change
PG The Procter & Gamble Co. 0.64% 6,377 $1.1M No change
MCD McDonald's Corp. 0.60% 3,439 $997K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.59% 8,094 $978K No change
IWM iShares Russell 2000 ETF 0.56% 4,176 $923K No change
FLJP Franklin Ftse Japan ETF 0.52% 30,295 $867K No change
MRK Merck & Co. Inc. 0.52% 8,686 $864K No change
PEP Pepsico Inc. 0.51% 5,568 $847K No change
MDY State Street SPDR S&P Midcap 0.51% 1,484 $845K No change
FAST Fastenal Co. 0.44% 10,189 $733K No change
UNH Unitedhealth Group Inc. 0.44% 1,446 $731K No change
ABT Abbott Laboratories 0.44% 6,455 $730K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.42% 15,866 $697K No change
PM Philip Morris International 0.42% 5,768 $694K No change
APD Air Products & Chemicals Inc. 0.41% 2,368 $687K No change
CVX Chevron Corp. 0.40% 4,610 $668K No change
HON Honeywell International Inc. 0.40% 2,924 $661K No change
RTX RTX Corp. 0.39% 5,655 $654K No change
MDT Medtronic PLC 0.30% 6,199 $495K No change
GS Goldman Sachs Group Inc. 0.29% 838 $480K No change
LLY Eli Lilly & Co. 0.28% 600 $463K No change
CARR Carrier Global Corp. 0.27% 6,583 $449K No change
AMT American Tower Corp. 0.26% 2,391 $439K No change
UBER Uber Technologies Inc. 0.26% 7,132 $430K No change
LIN Linde PLC 0.25% 998 $418K No change
NKE Nike Inc. Class B 0.24% 5,281 $400K No change
LMT Lockheed Martin Corp. 0.24% 816 $397K No change
SBUX Starbucks Corp. 0.23% 4,218 $385K No change
QCOM Qualcomm Inc. 0.23% 2,450 $376K No change
ORCL Oracle Corp. 0.22% 2,190 $365K No change
ABBV Abbvie Inc. 0.22% 2,044 $363K No change
ACN Accenture PLC Class A 0.21% 997 $351K Add +29.1%
ADBE Adobe Inc. 0.21% 778 $346K No change
TGT Target Corp. 0.19% 2,382 $322K No change
LOW Lowe's Cos Inc. 0.19% 1,283 $317K No change
MDLZ Mondelez International Inc. Class A 0.19% 5,216 $312K No change
KO The Coca-Cola Co. 0.19% 4,985 $310K No change
OTIS Otis Worldwide Corp. 0.17% 3,029 $281K No change
AXP American Express Co. 0.17% 936 $278K No change
CAT Caterpillar Inc. 0.16% 752 $273K No change
EQT Eqt Corp. 0.16% 5,761 $266K New
TXN Texas Instruments Inc. 0.16% 1,387 $260K No change
ADP Automatic Data Processing 0.15% 859 $251K No change
INTC Intel Corp. 0.15% 12,366 $248K Add +6.5%
BLK BlackRock Inc. 0.15% 237 $243K No change
TRGP Targa Resources Corp. 0.15% 1,350 $241K No change
WMB Williams Cos Inc. 0.14% 4,264 $231K No change
AMD Advanced Micro Devices 0.14% 1,906 $230K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.13% 4,460 $224K New
COP Conocophillips 0.13% 2,232 $221K Add +50.5%
SPGI S&P Global Inc. 0.13% 443 $221K No change
VOO Vanguard S&P 500 ETF 0.13% 400 $216K No change
AMAT Applied Materials Inc. 0.10% 1,020 $166K No change
VGSH Vanguard Short-Term Treasury 0.09% 2,700 $157K New
PSX Phillips 66 0.09% 1,303 $148K No change
GLD SPDR Gold Shares 0.09% 600 $145K No change
K Kellanova 0.09% 1,790 $145K New
SGOV iShares 0-3 Month Treasury B 0.08% 1,400 $140K No change
MS Morgan Stanley 0.08% 1,107 $139K No change
DHR Danaher Corp. 0.08% 600 $138K No change
MCK McKesson Corp. 0.08% 234 $133K No change
MNST Monster Beverage Corp. 0.08% 2,420 $127K No change
SRE Sempra 0.08% 1,450 $127K No change
LRCX Lam Research Corp. 0.08% 1,740 $126K No change
TMO Thermo Fisher Scientific Inc. 0.07% 234 $122K No change

Show all 173 holdings

Portfolio Sells Q3 2024 → Q4 2024
MSFT Microsoft Corp. Reduce -4.0% 6.17% −0.59
JNJ Johnson & Johnson Reduce -6.3% 0.97% −0.23
MCO Moody's Corp. Reduce -11.9% 1.05% −0.18
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -8.7% 1.27% −0.13
MA Mastercard Inc. Class A Reduce -5.8% 3.60% −0.10
COST Costco Wholesale Corp. Reduce -5.0% 1.04% −0.05
MRO Marathon Oil Corp. Sold out 0.00% −0.05
DOW Dow Inc. Sold out 0.00% −0.01
TD Toronto-Dominion Bank Sold out 0.00% −0.00
MDT Medtronic Inc Sold out 0.00% −0.00
PFE Pfizer Inc. Sold out 0.00% −0.00
VZ Verizon Communications Inc. Sold out 0.00% −0.00
V Visa Inc. Class A Reduce -2.5% 0.91% +0.07
AAPL Apple Inc. Reduce -2.6% 11.63% +0.18
GOOG Alphabet Inc. Class C Reduce -4.2% 4.48% +0.25

Portfolio Buys Q3 2024 → Q4 2024
ICSH iShares Ultra Short Duration New 1.70% +1.70
IUSV iShares Core S&P U.S. Value New 1.43% +1.43
EQT Eqt Corp. New 0.16% +0.16
VTEB Vanguard Tax-Exempt Bond ETF New 0.13% +0.13
VGSH Vanguard Short-Term Treasury New 0.09% +0.09
K Kellanova New 0.09% +0.09
IGIB iShares 5-10Y Inv Grade Corp. New 0.05% +0.05
ACN Accenture PLC Class A Add +29.1% 0.21% +0.04
COP Conocophillips Add +50.5% 0.13% +0.04
AMGN Amgen Inc. Add +119.0% 0.04% +0.02
WM Waste Management Inc. New 0.02% +0.02
HOLX Hologic Inc. New 0.02% +0.02
NXPI NXP Semiconductors NV New 0.01% +0.01
GSLC Goldman Activebeta US LC ETF New 0.01% +0.01
ISTB iShares Core 1-5 Year Usd Bo New 0.01% +0.01
FBND Fidelity Total Bond ETF New 0.01% +0.01
DELL Dell Technologies -C New 0.00% +0.00
KLG WK Kellogg Co. New 0.00% +0.00
GSK GSK PLC-Spon ADR New 0.00% +0.00
QQQM Invesco Nasdaq 100 ETF New 0.00% +0.00
SCHD Schwab US DVD Equity ETF New 0.00% +0.00
KHC The Kraft Heinz Co. New 0.00% +0.00
ASML ASML Holding NV-NY Reg SHS Add +13.7% 0.05% −0.00
INTC Intel Corp. Add +6.5% 0.15% −0.02
VB Vanguard Most SM-Cap ETF-Usd Add +0.4% 1.96% −0.03
XOM Exxon Mobil Corp. Add +3.2% 0.83% −0.07
BRK.B Berkshire Hathaway Inc. Class B Add +0.9% 2.29% −0.09
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.6% 3.42% −0.13

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