Filed: 4/4/2025ACC: 0001800508-25-000002
📋 What this filing means
GENERAL PARTNER, INC. filed this quarterly 13F‑HR report disclosing 175 equity positions with a total reported market value of $153.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
175
Positions
$153.52M
Total AUM (reported)
1.01M
Total Shares
Allocation by class
CL$153.52M100.0%
Portfolio Concentration
Top 3$51.14M33.3%
4–10$30.96M20.2%
11–25$30.63M19.9%
Rest$40.79M26.6%
Top 3 weight
33.3%
Top 10 weight
53.5%
Voting Authority Distribution
Total shares with voting rights: 1.01M
Sole
Full voting authority
1.01M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole175
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings175
Rows:
Berkshire Hathaway Inc
SOLEShares33.00
TypeSH
Market value$26.35M
17.16%
Sole
33.00
Shared
0.00
None
0.00
Apple Inc
SOLEShares72.25K
TypeSH
Market value$16.05M
10.45%
Sole
72.25K
Shared
0.00
None
0.00
Microsoft CORP
SOLEShares23.30K
TypeSH
Market value$8.75M
5.70%
Sole
23.30K
Shared
0.00
None
0.00
Alphabet Inc.
SOLEShares38.68K
TypeSH
Market value$6.04M
3.94%
Sole
38.68K
Shared
0.00
None
0.00
Mastercard Inc
SOLEShares10.10K
TypeSH
Market value$5.54M
3.61%
Sole
10.10K
Shared
0.00
None
0.00
iShares Ultra Short-Term Bond Active ETF
SOLEShares100.06K
TypeSH
Market value$5.07M
3.30%
Sole
100.06K
Shared
0.00
None
0.00
Berkshire Hathaway Inc
SOLEShares8.38K
TypeSH
Market value$4.46M
2.91%
Sole
8.38K
Shared
0.00
None
0.00
Home Depot Inc/The
SOLEShares9.99K
TypeSH
Market value$3.66M
2.38%
Sole
9.99K
Shared
0.00
None
0.00
Vanguard Total Bond Market ETF
SOLEShares45.85K
TypeSH
Market value$3.37M
2.19%
Sole
45.85K
Shared
0.00
None
0.00
iShares Core S&P Mid-Cap ETF
SOLEShares48.30K
TypeSH
Market value$2.82M
1.84%
Sole
48.30K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares14.34K
TypeSH
Market value$2.73M
1.78%
Sole
14.34K
Shared
0.00
None
0.00
NextEra Energy Inc
SOLEShares35.60K
TypeSH
Market value$2.52M
1.64%
Sole
35.60K
Shared
0.00
None
0.00
ISHARES RUSSELL 1000 GROWTH
SOLEShares6.70K
TypeSH
Market value$2.42M
1.57%
Sole
6.70K
Shared
0.00
None
0.00
ISHARES RUSSELL 3000 VALUE INDEX FUND
SOLEShares25.63K
TypeSH
Market value$2.37M
1.54%
Sole
25.63K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TRUST
SOLEShares4.09K
TypeSH
Market value$2.29M
1.49%
Sole
4.09K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares3.56K
TypeSH
Market value$2.05M
1.34%
Sole
3.56K
Shared
0.00
None
0.00
Vanguard Large-Cap ETF
SOLEShares7.84K
TypeSH
Market value$2.01M
1.31%
Sole
7.84K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares7.67K
TypeSH
Market value$1.88M
1.23%
Sole
7.67K
Shared
0.00
None
0.00
Golub Capital BDC Inc
SOLEShares123.04K
TypeSH
Market value$1.86M
1.21%
Sole
123.04K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares11.12K
TypeSH
Market value$1.84M
1.20%
Sole
11.12K
Shared
0.00
None
0.00
Costco Wholesale Corp
SOLEShares1.89K
TypeSH
Market value$1.79M
1.17%
Sole
1.89K
Shared
0.00
None
0.00
Walmart Inc
SOLEShares20.03K
TypeSH
Market value$1.76M
1.15%
Sole
20.03K
Shared
0.00
None
0.00
Union Pacific Corp
SOLEShares7.41K
TypeSH
Market value$1.75M
1.14%
Sole
7.41K
Shared
0.00
None
0.00
Visa INC
SOLEShares4.79K
TypeSH
Market value$1.68M
1.09%
Sole
4.79K
Shared
0.00
None
0.00
Vanguard FTSE Emerging Markets ETF
SOLEShares37K
TypeSH
Market value$1.67M
1.09%
Sole
37K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Berkshire Hathaway IncSOLE | CL | 33.00 | SH | $26.35M 17.16% | 33.00 | 0.00 | 0.00 |
Apple IncSOLE | CL | 72.25K | SH | $16.05M 10.45% | 72.25K | 0.00 | 0.00 |
Microsoft CORPSOLE | CL | 23.30K | SH | $8.75M 5.70% | 23.30K | 0.00 | 0.00 |
Alphabet Inc.SOLE | CL | 38.68K | SH | $6.04M 3.94% | 38.68K | 0.00 | 0.00 |
Mastercard IncSOLE | CL | 10.10K | SH | $5.54M 3.61% | 10.10K | 0.00 | 0.00 |
iShares Ultra Short-Term Bond Active ETFSOLE | CL | 100.06K | SH | $5.07M 3.30% | 100.06K | 0.00 | 0.00 |
Berkshire Hathaway IncSOLE | CL | 8.38K | SH | $4.46M 2.91% | 8.38K | 0.00 | 0.00 |
Home Depot Inc/TheSOLE | CL | 9.99K | SH | $3.66M 2.38% | 9.99K | 0.00 | 0.00 |
Vanguard Total Bond Market ETFSOLE | CL | 45.85K | SH | $3.37M 2.19% | 45.85K | 0.00 | 0.00 |
iShares Core S&P Mid-Cap ETFSOLE | CL | 48.30K | SH | $2.82M 1.84% | 48.30K | 0.00 | 0.00 |
Amazon.com IncSOLE | CL | 14.34K | SH | $2.73M 1.78% | 14.34K | 0.00 | 0.00 |
NextEra Energy IncSOLE | CL | 35.60K | SH | $2.52M 1.64% | 35.60K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 GROWTHSOLE | CL | 6.70K | SH | $2.42M 1.57% | 6.70K | 0.00 | 0.00 |
ISHARES RUSSELL 3000 VALUE INDEX FUNDSOLE | CL | 25.63K | SH | $2.37M 1.54% | 25.63K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | CL | 4.09K | SH | $2.29M 1.49% | 4.09K | 0.00 | 0.00 |
Meta Platforms IncSOLE | CL | 3.56K | SH | $2.05M 1.34% | 3.56K | 0.00 | 0.00 |
Vanguard Large-Cap ETFSOLE | CL | 7.84K | SH | $2.01M 1.31% | 7.84K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | CL | 7.67K | SH | $1.88M 1.23% | 7.67K | 0.00 | 0.00 |
Golub Capital BDC IncSOLE | CL | 123.04K | SH | $1.86M 1.21% | 123.04K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | CL | 11.12K | SH | $1.84M 1.20% | 11.12K | 0.00 | 0.00 |
Costco Wholesale CorpSOLE | CL | 1.89K | SH | $1.79M 1.17% | 1.89K | 0.00 | 0.00 |
Walmart IncSOLE | CL | 20.03K | SH | $1.76M 1.15% | 20.03K | 0.00 | 0.00 |
Union Pacific CorpSOLE | CL | 7.41K | SH | $1.75M 1.14% | 7.41K | 0.00 | 0.00 |
Visa INCSOLE | CL | 4.79K | SH | $1.68M 1.09% | 4.79K | 0.00 | 0.00 |
Vanguard FTSE Emerging Markets ETFSOLE | CL | 37K | SH | $1.67M 1.09% | 37K | 0.00 | 0.00 |
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