General Partner, Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 7, 2025), General Partner, Inc. reported 173 stock positions worth $170.7 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 14.1% of the portfolio, followed by Apple (AAPL, 8.4%) and Microsoft (MSFT, 6.3%). Compared with Q1 2025, it opened 1 new position, sold out of 3, added to 5 and reduced 6. The biggest buy was Vngrd Mrngst SL-CP Val ETF-U (VBR, shares +318%) and the biggest sale Apple (AAPL, shares −3%).

Most Recent 13F
Q2 2026
Location
PITTSBURGH, PA
CIK
0001800508
Portfolio Value
$170.7M (Q2 2025)
SEC Filing
0001800508-25-000003 ↗ filed Jul 7, 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 Q1 2025 Q2 2025: $170.7M $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 · $170.7M
BRK.A Berkshire Hathaway Inc. Class A 14.09% 33 $24.1M No change
AAPL Apple Inc. 8.38% 69,723 $14.3M Reduce -3.5%
MSFT Microsoft Corp. 6.28% 21,551 $10.7M Reduce -7.5%
ICSH iShares Ultra Short Duration 4.67% 157,260 $8.0M Add +57.2%
GOOG Alphabet Inc. Class C 3.81% 36,679 $6.5M Reduce -5.2%
VBR Vngrd Mrngst SL-CP Val ETF-U 3.35% 29,359 $5.7M Add +317.7%
MA Mastercard Inc. Class A 3.00% 9,103 $5.1M Reduce -9.9%
BRK.B Berkshire Hathaway Inc. Class B 2.39% 8,380 $4.1M No change
HD Home Depot Inc. 2.15% 9,987 $3.7M No change
BND Vanguard Total Bond Market 1.98% 45,848 $3.4M No change
VB Vanguard Most SM-Cap ETF-Usd 1.88% 13,559 $3.2M Add +22881.4%
VEA Vanguard Ftse Developed ETF 1.86% 55,579 $3.2M Add +11015.8%
AMZN Amazon.com Inc. 1.84% 14,335 $3.1M No change
IJH iShares Core S&P Midcap ETF 1.76% 48,296 $3.0M No change
IWF iShares Russell 1000 Growth 1.67% 6,696 $2.8M No change
META Meta Platforms Inc. Class A 1.54% 3,558 $2.6M No change
SPY SS SPDR S&P 500 ETF Trust-US 1.48% 4,088 $2.5M No change
NEE Nextera Energy Inc. 1.45% 35,598 $2.5M No change
IUSV iShares Core S&P U.S. Value 1.42% 25,634 $2.4M No change
JPM JPMorgan Chase & Co. 1.30% 7,672 $2.2M No change
WMT Walmart Inc. 1.15% 20,030 $2.0M No change
COST Costco Wholesale Corp. 1.10% 1,892 $1.9M No change
VWO Vanguard Ftse Emerging Marke 1.07% 36,998 $1.8M No change
AVGO Broadcom Inc. 1.07% 6,630 $1.8M No change
GBDC Golub Capital BDC Inc. 1.06% 123,041 $1.8M No change
MCO Moody's Corp. 1.01% 3,445 $1.7M No change
UNP Union Pacific Corp. 1.00% 7,407 $1.7M No change
V Visa Inc. Class A 1.00% 4,794 $1.7M No change
JNJ Johnson & Johnson 1.00% 11,118 $1.7M No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.95% 5,700 $1.6M Reduce -27.3%
IJR iShares Core S&P Small-Cap E 0.90% 14,115 $1.5M No change
GOOGL Alphabet Inc. Class A 0.90% 8,745 $1.5M No change
NVDA Nvidia Corp. 0.89% 9,650 $1.5M No change
TSM Taiwan Semiconductor-SP ADR 0.86% 6,472 $1.5M No change
XOM Exxon Mobil Corp. 0.81% 12,766 $1.4M No change
VNQ Vanguard Real Estate ETF 0.66% 12,632 $1.1M Add +6216.0%
PM Philip Morris International 0.62% 5,768 $1.1M No change
PG The Procter & Gamble Co. 0.60% 6,377 $1.0M No change
MCD McDonald's Corp. 0.59% 3,439 $1.0M No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.59% 8,094 $1000K No change
FLJP Franklin Ftse Japan ETF 0.57% 30,295 $974K No change
IWM iShares Russell 2000 ETF 0.53% 4,176 $901K No change
ABT Abbott Laboratories 0.51% 6,455 $878K No change
FAST Fastenal Co. 0.50% 20,378 $856K No change
MDY State Street SPDR S&P Midcap 0.49% 1,484 $841K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.44% 15,866 $751K No change
PEP Pepsico Inc. 0.43% 5,568 $735K No change
MRK Merck & Co. Inc. 0.40% 8,686 $688K No change
HON Honeywell International Inc. 0.40% 2,924 $681K No change
UBER Uber Technologies Inc. 0.39% 7,132 $665K No change
CVX Chevron Corp. 0.39% 4,610 $660K No change
RTX RTX Corp. 0.38% 4,405 $643K No change
GS Goldman Sachs Group Inc. 0.35% 838 $593K No change
MDT Medtronic PLC 0.32% 6,199 $540K No change
AMT American Tower Corp. 0.31% 2,391 $528K No change
APD Air Products & Chemicals Inc. 0.31% 1,868 $527K Reduce -21.1%
CARR Carrier Global Corp. 0.28% 6,583 $482K No change
ORCL Oracle Corp. 0.28% 2,190 $479K No change
LLY Eli Lilly & Co. 0.28% 610 $476K No change
LIN Linde PLC 0.27% 998 $468K No change
UNH Unitedhealth Group Inc. 0.26% 1,446 $451K No change
SPHY SS SPDR P High Yield ETF 0.24% 17,400 $414K New
QCOM Qualcomm Inc. 0.23% 2,450 $390K No change
SBUX Starbucks Corp. 0.23% 4,218 $386K No change
ABBV Abbvie Inc. 0.22% 2,044 $379K No change
LMT Lockheed Martin Corp. 0.22% 816 $378K No change
NKE Nike Inc. Class B 0.22% 5,281 $375K No change
KO The Coca-Cola Co. 0.21% 4,985 $353K No change
MDLZ Mondelez International Inc. Class A 0.21% 5,216 $352K No change
EQT Eqt Corp. 0.20% 5,761 $336K No change
ADBE Adobe Inc. 0.18% 778 $301K No change
OTIS Otis Worldwide Corp. 0.18% 3,029 $300K No change
AXP American Express Co. 0.17% 936 $299K No change
ACN Accenture PLC Class A 0.17% 997 $298K No change
CAT Caterpillar Inc. 0.17% 752 $292K No change
TXN Texas Instruments Inc. 0.17% 1,387 $288K No change
LOW Lowe's Cos Inc. 0.17% 1,283 $285K No change
INTC Intel Corp. 0.16% 12,366 $277K No change
AMD Advanced Micro Devices 0.16% 1,906 $270K No change
WMB Williams Cos Inc. 0.16% 4,264 $268K No change
ADP Automatic Data Processing 0.16% 859 $265K No change
BLK BlackRock Inc. 0.15% 237 $249K No change
TRGP Targa Resources Corp. 0.14% 1,350 $235K No change
TGT Target Corp. 0.14% 2,382 $235K No change
SPGI S&P Global Inc. 0.14% 443 $234K No change
VOO Vanguard S&P 500 ETF 0.13% 400 $227K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.13% 4,460 $219K No change
ASML ASML Holding NV-NY Reg SHS 0.12% 258 $207K No change
COP Conocophillips 0.12% 2,232 $200K No change
AMAT Applied Materials Inc. 0.11% 1,020 $187K No change
GLD SPDR Gold Shares 0.11% 600 $183K No change
MCK McKesson Corp. 0.10% 234 $171K No change
LRCX Lam Research Corp. 0.10% 1,740 $169K No change
VGSH Vanguard Short-Term Treasury 0.09% 2,700 $159K No change
MS Morgan Stanley 0.09% 1,107 $156K No change
PSX Phillips 66 0.09% 1,303 $155K No change
MNST Monster Beverage Corp. 0.09% 2,420 $152K No change
INTU Intuit Inc. 0.09% 187 $147K No change
NVO Novo-Nordisk A/S-Spons ADR 0.08% 2,080 $144K No change
K Kellanova 0.08% 1,790 $142K No change
SGOV iShares 0-3 Month Treasury B 0.08% 1,400 $141K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 449 $132K No change
CB Chubb Ltd. 0.07% 425 $123K No change
DHR Danaher Corp. 0.07% 600 $119K No change
LNG Cheniere Energy Inc. 0.07% 475 $116K No change
SNPS Synopsys Inc. 0.07% 223 $114K No change
SRE Sempra 0.06% 1,450 $110K No change
PAGP Plains GP Holdings LP 0.06% 5,500 $107K No change
TMO Thermo Fisher Scientific Inc. 0.06% 234 $95K No change
ETN Eaton Corp. PLC 0.06% 264 $94K No change
PAYX Paychex Inc. 0.05% 618 $90K No change
IGIB iShares 5-10Y Inv Grade Corp. 0.05% 1,660 $88K No change
UPS United Parcel Service Class B 0.05% 842 $85K No change
GE General Electric filed as GE AEROSPACE 0.05% 325 $84K No change
OKE Oneok Inc. 0.05% 1,000 $82K No change
DVN Devon Energy Corp. 0.05% 2,544 $81K No change
TT Trane Technologies PLC 0.05% 182 $80K No change
AMGN Amgen Inc. 0.05% 276 $77K No change
PHM Pultegroup Inc. 0.04% 718 $76K No change
A Agilent Technologies Inc. 0.04% 635 $75K No change
HIG Hartford Insurance Group Inc. 0.04% 575 $73K No change
MRSH Marsh & McLennan Cos 0.04% 298 $65K No change
TTE Totalenergies SE -Spon ADR 0.04% 1,000 $61K No change
URI United Rentals Inc. 0.03% 77 $58K No change
IWO iShares Russell 2000 Growth 0.03% 200 $57K No change
PLD Prologis Inc. 0.03% 533 $56K No change
STZ Constellation Brands Inc. Class A 0.03% 332 $54K No change
AZN Astrazeneca PLC-Spons ADR 0.03% 768 $54K No change
DRIV Global X Autonomous&elec-ETF 0.03% 2,000 $47K No change
MCHP Microchip Technology Inc. 0.02% 600 $42K No change
EPD Enterprise Products Partners 0.02% 1,250 $39K No change
NUE Nucor Corp. 0.02% 264 $34K No change
LVMUY LVMH Moet Hennessy-Unsp ADR 0.02% 324 $34K No change
WM Waste Management Inc. 0.02% 145 $33K No change
SONY Sony Group Corp. - SP ADR 0.02% 1,245 $32K No change
ITW Illinois Tool Works 0.02% 131 $32K No change
MELI MercadoLibre Inc. 0.02% 12 $31K No change
NSRGY Nestle SA-Spons ADR 0.02% 300 $30K No change
ELV Elevance Health Inc. 0.02% 75 $29K No change
TOELY Tokyo Electron Ltd.-Unsp ADR 0.02% 292 $28K No change
JPXGY Japan Exchange Group Inc.-ADR 0.02% 2,588 $26K No change
MU Micron Technology Inc. 0.01% 202 $25K No change
SLV iShares Silver Trust 0.01% 750 $25K No change
HOLX Hologic Inc. 0.01% 365 $24K No change
NXPI NXP Semiconductors NV 0.01% 100 $22K No change
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.01% 658 $21K No change
JCI Johnson Controls Internation 0.01% 138 $15K No change
CSCO Cisco Systems Inc. 0.01% 208 $14K No change
GSLC Goldman Activebeta US LC ETF 0.01% 116 $14K No change
NVT Nvent Electric PLC 0.01% 184 $13K No change
ISTB iShares Core 1-5 Year Usd Bo 0.01% 245 $12K No change
DUK Duke Energy Corp. 0.01% 101 $12K No change
ORI Old Republic Intl Corp. 0.01% 288 $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 No change
VLO Valero Energy Corp. 0.01% 66 $9K No change
AEP American Electric Power 0.01% 85 $9K No change
DELL Dell Technologies -C 0.01% 71 $9K No change
AVB Avalonbay Communities Inc. 0.00% 38 $8K No change
KLG WK Kellogg Co. 0.00% 447 $7K No change
OMC Omnicom Group 0.00% 90 $6K No change
NTR Nutrien Ltd. 0.00% 107 $6K No change
GSK GSK PLC-Spon ADR 0.00% 160 $6K No change
FE Firstenergy Corp. 0.00% 150 $6K No change
T AT&T Inc. 0.00% 200 $6K No change
BMY Bristol-Myers Squibb Co. 0.00% 101 $5K No change
QQQM Invesco Nasdaq 100 ETF 0.00% 20 $5K No change
KEY Keycorp 0.00% 244 $4K No change
SCHD Schwab US DVD Equity ETF 0.00% 120 $3K No change
KHC The Kraft Heinz Co. 0.00% 57 $1K No change
EDNMY Edenred SA-Unsp ADR 0.00% 63 $977 No change

Portfolio Sells Q1 2025 → Q2 2025
AAPL Apple Inc. Reduce -3.5% 8.38% −2.07
MA Mastercard Inc. Class A Reduce -9.9% 3.00% −0.61
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -27.3% 0.95% −0.36
APD Air Products & Chemicals Inc. Reduce -21.1% 0.31% −0.15
GOOG Alphabet Inc. Class C Reduce -5.2% 3.81% −0.12
TXT Textron Inc. Sold out 0.00% −0.03
HAL Halliburton Co. Sold out 0.00% −0.02
EL Estee Lauder Companies Class A Sold out 0.00% −0.01
MSFT Microsoft Corp. Reduce -7.5% 6.28% +0.58

Portfolio Buys Q1 2025 → Q2 2025
VBR Vngrd Mrngst SL-CP Val ETF-U Add +317.7% 3.35% +2.50
VB Vanguard Most SM-Cap ETF-Usd Add +22881.4% 1.88% +1.87
VEA Vanguard Ftse Developed ETF Add +11015.8% 1.86% +1.84
ICSH iShares Ultra Short Duration Add +57.2% 4.67% +1.37
VNQ Vanguard Real Estate ETF Add +6216.0% 0.66% +0.65
SPHY SS SPDR P High Yield ETF New 0.24% +0.24

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