General Partner, Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 4, 2025), General Partner, Inc. reported 175 stock positions worth $153.5 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 17.2% of the portfolio, followed by Apple (AAPL, 10.5%) and Microsoft (MSFT, 5.7%). Compared with Q4 2024, it opened 2 new positions, added to 4 and reduced 11. The biggest buy was iShares Ultra Short Duration (ICSH, shares +79%) and the biggest sale Vngrd Mrngst SL-CP Val ETF-U (VBR, shares −75%).

Most Recent 13F
Q2 2026
Location
PITTSBURGH, PA
CIK
0001800508
Portfolio Value
$153.5M (Q1 2025)
SEC Filing
0001800508-25-000002 ↗ filed Apr 4, 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 Q4 2024 Q1 2025: $153.5M $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 175 stocks · $153.5M
BRK.A Berkshire Hathaway Inc. Class A 17.16% 33 $26.3M No change
AAPL Apple Inc. 10.45% 72,248 $16.0M Reduce -6.3%
MSFT Microsoft Corp. 5.70% 23,301 $8.7M Reduce -4.1%
GOOG Alphabet Inc. Class C 3.94% 38,679 $6.0M Reduce -0.9%
MA Mastercard Inc. Class A 3.61% 10,103 $5.5M Reduce -11.0%
ICSH iShares Ultra Short Duration 3.30% 100,060 $5.1M Add +78.7%
BRK.B Berkshire Hathaway Inc. Class B 2.91% 8,380 $4.5M No change
HD Home Depot Inc. 2.38% 9,987 $3.7M No change
BND Vanguard Total Bond Market 2.19% 45,848 $3.4M No change
IJH iShares Core S&P Midcap ETF 1.84% 48,296 $2.8M No change
AMZN Amazon.com Inc. 1.78% 14,335 $2.7M No change
NEE Nextera Energy Inc. 1.64% 35,598 $2.5M No change
IWF iShares Russell 1000 Growth 1.57% 6,696 $2.4M No change
IUSV iShares Core S&P U.S. Value 1.54% 25,634 $2.4M No change
SPY SS SPDR S&P 500 ETF Trust-US 1.49% 4,088 $2.3M No change
META Meta Platforms Inc. Class A 1.34% 3,558 $2.1M No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 1.31% 7,838 $2.0M No change
JPM JPMorgan Chase & Co. 1.23% 7,672 $1.9M No change
GBDC Golub Capital BDC Inc. 1.21% 123,041 $1.9M No change
JNJ Johnson & Johnson 1.20% 11,118 $1.8M Reduce -0.6%
COST Costco Wholesale Corp. 1.17% 1,892 $1.8M No change
WMT Walmart Inc. 1.15% 20,030 $1.8M No change
UNP Union Pacific Corp. 1.14% 7,407 $1.7M No change
V Visa Inc. Class A 1.09% 4,794 $1.7M No change
VWO Vanguard Ftse Emerging Marke 1.09% 36,998 $1.7M No change
MCO Moody's Corp. 1.04% 3,445 $1.6M Reduce -6.8%
XOM Exxon Mobil Corp. 0.99% 12,766 $1.5M No change
IJR iShares Core S&P Small-Cap E 0.96% 14,115 $1.5M No change
GOOGL Alphabet Inc. Class A 0.88% 8,745 $1.4M No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.85% 7,029 $1.3M Reduce -75.5%
AVGO Broadcom Inc. 0.72% 6,630 $1.1M No change
PG The Procter & Gamble Co. 0.71% 6,377 $1.1M No change
TSM Taiwan Semiconductor-SP ADR 0.70% 6,472 $1.1M No change
MCD McDonald's Corp. 0.70% 3,439 $1.1M No change
NVDA Nvidia Corp. 0.68% 9,650 $1.0M No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.64% 8,094 $986K No change
PM Philip Morris International 0.60% 5,768 $916K No change
FLJP Franklin Ftse Japan ETF 0.58% 30,295 $891K No change
ABT Abbott Laboratories 0.56% 6,455 $856K No change
PEP Pepsico Inc. 0.54% 5,568 $835K No change
IWM iShares Russell 2000 ETF 0.54% 4,176 $833K No change
MDY State Street SPDR S&P Midcap 0.52% 1,484 $792K No change
FAST Fastenal Co. 0.51% 10,189 $790K No change
MRK Merck & Co. Inc. 0.51% 8,686 $780K No change
CVX Chevron Corp. 0.50% 4,610 $771K No change
UNH Unitedhealth Group Inc. 0.49% 1,446 $757K No change
APD Air Products & Chemicals Inc. 0.45% 2,368 $698K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.43% 15,866 $662K No change
HON Honeywell International Inc. 0.40% 2,924 $619K No change
RTX RTX Corp. 0.38% 4,405 $583K Reduce -22.1%
MDT Medtronic PLC 0.36% 6,199 $557K No change
AMT American Tower Corp. 0.34% 2,391 $520K No change
UBER Uber Technologies Inc. 0.34% 7,132 $520K No change
LLY Eli Lilly & Co. 0.33% 610 $504K Add +1.7%
LIN Linde PLC 0.30% 998 $465K No change
GS Goldman Sachs Group Inc. 0.30% 838 $458K No change
ABBV Abbvie Inc. 0.28% 2,044 $428K No change
CARR Carrier Global Corp. 0.27% 6,583 $417K No change
SBUX Starbucks Corp. 0.27% 4,218 $414K No change
QCOM Qualcomm Inc. 0.25% 2,450 $376K No change
LMT Lockheed Martin Corp. 0.24% 816 $365K No change
KO The Coca-Cola Co. 0.23% 4,985 $357K No change
MDLZ Mondelez International Inc. Class A 0.23% 5,216 $354K No change
NKE Nike Inc. Class B 0.22% 5,281 $335K No change
OTIS Otis Worldwide Corp. 0.20% 3,029 $313K No change
ACN Accenture PLC Class A 0.20% 997 $311K No change
EQT Eqt Corp. 0.20% 5,761 $308K No change
ORCL Oracle Corp. 0.20% 2,190 $306K No change
LOW Lowe's Cos Inc. 0.19% 1,283 $299K No change
ADBE Adobe Inc. 0.19% 778 $298K No change
INTC Intel Corp. 0.18% 12,366 $281K No change
TRGP Targa Resources Corp. 0.18% 1,350 $271K No change
ADP Automatic Data Processing 0.17% 859 $262K No change
WMB Williams Cos Inc. 0.17% 4,264 $255K No change
AXP American Express Co. 0.16% 936 $252K No change
TXN Texas Instruments Inc. 0.16% 1,387 $249K No change
TGT Target Corp. 0.16% 2,382 $249K No change
CAT Caterpillar Inc. 0.16% 752 $248K No change
COP Conocophillips 0.15% 2,232 $234K No change
SPGI S&P Global Inc. 0.15% 443 $225K No change
BLK BlackRock Inc. 0.15% 237 $224K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.14% 4,460 $221K No change
VOO Vanguard S&P 500 ETF 0.13% 400 $206K No change
AMD Advanced Micro Devices 0.13% 1,906 $196K No change
GLD SPDR Gold Shares 0.11% 600 $173K No change
ASML ASML Holding NV-NY Reg SHS 0.11% 258 $171K Add +138.9%
PSX Phillips 66 0.10% 1,303 $161K No change
VGSH Vanguard Short-Term Treasury 0.10% 2,700 $158K No change
MCK McKesson Corp. 0.10% 234 $157K No change
AMAT Applied Materials Inc. 0.10% 1,020 $148K No change
K Kellanova 0.10% 1,790 $148K No change
NVO Novo-Nordisk A/S-Spons ADR 0.09% 2,080 $144K Add +136.4%
MNST Monster Beverage Corp. 0.09% 2,420 $142K No change
SGOV iShares 0-3 Month Treasury B 0.09% 1,400 $141K No change
MS Morgan Stanley 0.08% 1,107 $129K No change
CB Chubb Ltd. 0.08% 425 $128K No change
LRCX Lam Research Corp. 0.08% 1,740 $126K No change
DHR Danaher Corp. 0.08% 600 $123K No change
PAGP Plains GP Holdings LP 0.08% 5,500 $117K No change
TMO Thermo Fisher Scientific Inc. 0.08% 234 $116K No change
INTU Intuit Inc. 0.07% 187 $115K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 449 $112K No change
LNG Cheniere Energy Inc. 0.07% 475 $110K No change
SRE Sempra 0.07% 1,450 $103K No change
OKE Oneok Inc. 0.06% 1,000 $99K No change
SNPS Synopsys Inc. 0.06% 223 $96K No change
PAYX Paychex Inc. 0.06% 618 $95K No change
DVN Devon Energy Corp. 0.06% 2,544 $95K No change
UPS United Parcel Service Class B 0.06% 842 $93K No change
IGIB iShares 5-10Y Inv Grade Corp. 0.06% 1,660 $87K No change
AMGN Amgen Inc. 0.06% 276 $86K No change
A Agilent Technologies Inc. 0.05% 635 $74K No change
PHM Pultegroup Inc. 0.05% 718 $74K No change
MRSH Marsh & McLennan Cos 0.05% 298 $73K No change
ETN Eaton Corp. PLC 0.05% 264 $72K No change
HIG Hartford Insurance Group Inc. 0.05% 575 $71K No change
GE General Electric filed as GE AEROSPACE 0.04% 325 $65K No change
TTE Totalenergies SE -Spon ADR 0.04% 1,000 $65K New
TT Trane Technologies PLC 0.04% 182 $61K No change
STZ Constellation Brands Inc. Class A 0.04% 332 $61K No change
PLD Prologis Inc. 0.04% 533 $60K No change
AZN Astrazeneca PLC-Spons ADR 0.04% 768 $56K No change
IWO iShares Russell 2000 Growth 0.03% 200 $51K No change
URI United Rentals Inc. 0.03% 77 $48K No change
TXT Textron Inc. 0.03% 636 $46K No change
EPD Enterprise Products Partners 0.03% 1,250 $43K No change
DRIV Global X Autonomous&elec-ETF 0.03% 2,000 $42K No change
LVMUY LVMH Moet Hennessy-Unsp ADR 0.03% 324 $40K No change
HAL Halliburton Co. 0.02% 1,411 $36K No change
WM Waste Management Inc. 0.02% 145 $34K No change
ELV Elevance Health Inc. 0.02% 75 $33K No change
ITW Illinois Tool Works 0.02% 131 $32K No change
NUE Nucor Corp. 0.02% 264 $32K No change
SONY Sony Group Corp. - SP ADR 0.02% 1,245 $32K No change
NSRGY Nestle SA-Spons ADR 0.02% 300 $30K No change
MCHP Microchip Technology Inc. 0.02% 600 $29K No change
JPXGY Japan Exchange Group Inc.-ADR 0.02% 2,588 $27K No change
VEA Vanguard Ftse Developed ETF 0.02% 500 $25K Reduce -99.1%
MELI MercadoLibre Inc. 0.02% 12 $23K No change
SLV iShares Silver Trust 0.02% 750 $23K No change
HOLX Hologic Inc. 0.01% 365 $23K No change
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.01% 658 $21K No change
TOELY Tokyo Electron Ltd.-Unsp ADR 0.01% 292 $20K No change
NXPI NXP Semiconductors NV 0.01% 100 $19K No change
VNQ Vanguard Real Estate ETF 0.01% 200 $18K Reduce -98.4%
MU Micron Technology Inc. 0.01% 202 $18K No change
VB Vanguard Most SM-Cap ETF-Usd 0.01% 59 $13K Reduce -99.6%
CSCO Cisco Systems Inc. 0.01% 208 $13K No change
GSLC Goldman Activebeta US LC ETF 0.01% 116 $13K No change
DUK Duke Energy Corp. 0.01% 101 $12K No change
ISTB iShares Core 1-5 Year Usd Bo 0.01% 245 $12K No change
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.01% 175 $12K No change
ORI Old Republic Intl Corp. 0.01% 288 $11K No change
JCI Johnson Controls Internation 0.01% 138 $11K No change
MET Metlife Inc. 0.01% 136 $11K No change
FBND Fidelity Total Bond ETF 0.01% 230 $11K No change
UL Unilever PLC 0.01% 167 $10K No change
IHDG Wisdomtree International Hed 0.01% 225 $10K New
NVT Nvent Electric PLC 0.01% 184 $10K No change
AEP American Electric Power 0.01% 85 $9K No change
KLG WK Kellogg Co. 0.01% 447 $9K No change
VLO Valero Energy Corp. 0.01% 66 $9K No change
AVB Avalonbay Communities Inc. 0.01% 38 $8K No change
OMC Omnicom Group 0.00% 90 $7K No change
DELL Dell Technologies -C 0.00% 71 $6K No change
GSK GSK PLC-Spon ADR 0.00% 160 $6K No change
BMY Bristol-Myers Squibb Co. 0.00% 101 $6K No change
FE Firstenergy Corp. 0.00% 150 $6K No change
T AT&T Inc. 0.00% 200 $6K No change
NTR Nutrien Ltd. 0.00% 107 $5K No change
KEY Keycorp 0.00% 244 $4K No change
QQQM Invesco Nasdaq 100 ETF 0.00% 20 $4K No change
SCHD Schwab US DVD Equity ETF 0.00% 120 $3K No change
KHC The Kraft Heinz Co. 0.00% 57 $2K No change
EDNMY Edenred SA-Unsp ADR 0.00% 63 $1K No change

Portfolio Sells Q4 2024 → Q1 2025
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -75.5% 0.85% −2.56
VB Vanguard Most SM-Cap ETF-Usd Reduce -99.6% 0.01% −1.95
VEA Vanguard Ftse Developed ETF Reduce -99.1% 0.02% −1.58
AAPL Apple Inc. Reduce -6.3% 10.45% −1.18
VNQ Vanguard Real Estate ETF Reduce -98.4% 0.01% −0.67
GOOG Alphabet Inc. Class C Reduce -0.9% 3.94% −0.54
MSFT Microsoft Corp. Reduce -4.1% 5.70% −0.47
RTX RTX Corp. Reduce -22.1% 0.38% −0.01
MCO Moody's Corp. Reduce -6.8% 1.04% −0.01
MA Mastercard Inc. Class A Reduce -11.0% 3.61% +0.01
JNJ Johnson & Johnson Reduce -0.6% 1.20% +0.23

Portfolio Buys Q4 2024 → Q1 2025
ICSH iShares Ultra Short Duration Add +78.7% 3.30% +1.60
ASML ASML Holding NV-NY Reg SHS Add +138.9% 0.11% +0.07
LLY Eli Lilly & Co. Add +1.7% 0.33% +0.05
NVO Novo-Nordisk A/S-Spons ADR Add +136.4% 0.09% +0.05
TTE Totalenergies SE -Spon ADR New 0.04% +0.04
IHDG Wisdomtree International Hed New 0.01% +0.01

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