Filed: 10/8/2025ACC: 0001800508-25-000006
📋 What this filing means
GENERAL PARTNER, INC. filed this quarterly 13F‑HR report disclosing 169 equity positions with a total reported market value of $181.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
169
Positions
$181.65M
Total AUM (reported)
1.20M
Total Shares
Allocation by class
CL$181.65M100.0%
Portfolio Concentration
Top 3$52.11M28.7%
4–10$40.23M22.1%
11–25$39.47M21.7%
Rest$49.84M27.4%
Top 3 weight
28.7%
Top 10 weight
50.8%
Voting Authority Distribution
Total shares with voting rights: 8.55K
Sole
Full voting authority
8.55K
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)
Sole169
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings169
Rows:
Berkshire Hathaway Inc
SOLEShares33.00
TypeSH
Market value$24.89M
13.70%
Sole
33.00
Shared
0.00
None
0.00
Apple Inc
SOLEShares64.08K
TypeSH
Market value$16.32M
8.98%
Sole
132.00
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares21.05K
TypeSH
Market value$10.90M
6.00%
Sole
99.00
Shared
0.00
None
0.00
Alphabet Inc.
SOLEShares36.68K
TypeSH
Market value$8.93M
4.92%
Sole
99.00
Shared
0.00
None
0.00
iShares Ultra Short Duration Bond Active ETF
SOLEShares172.78K
TypeSH
Market value$8.77M
4.83%
Sole
66.00
Shared
0.00
None
0.00
Vanguard Small-Cap Value ETF
SOLEShares29.36K
TypeSH
Market value$6.13M
3.37%
Sole
99.00
Shared
0.00
None
0.00
Mastercard Inc
SOLEShares8.80K
TypeSH
Market value$5.01M
2.76%
Sole
99.00
Shared
0.00
None
0.00
Berkshire Hathaway Inc
SOLEShares8.36K
TypeSH
Market value$4.20M
2.31%
Sole
132.00
Shared
0.00
None
0.00
Home Depot Inc/The
SOLEShares9.24K
TypeSH
Market value$3.74M
2.06%
Sole
99.00
Shared
0.00
None
0.00
Vanguard Small-Cap ETF
SOLEShares13.56K
TypeSH
Market value$3.45M
1.90%
Sole
66.00
Shared
0.00
None
0.00
Vanguard Total Bond Market ETF
SOLEShares45.85K
TypeSH
Market value$3.41M
1.88%
Sole
33.00
Shared
0.00
None
0.00
VANGUARD FTSE DEVELOPED ETF
SOLEShares55.58K
TypeSH
Market value$3.33M
1.83%
Sole
66.00
Shared
0.00
None
0.00
iShares Core S&P Mid-Cap ETF
SOLEShares48.30K
TypeSH
Market value$3.15M
1.74%
Sole
66.00
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares14.34K
TypeSH
Market value$3.15M
1.73%
Sole
99.00
Shared
0.00
None
0.00
ISHARES RUSSELL 1000 GROWTH
SOLEShares6.70K
TypeSH
Market value$3.14M
1.73%
Sole
33.00
Shared
0.00
None
0.00
SPDR S&P 500 ETF TRUST
SOLEShares4.09K
TypeSH
Market value$2.72M
1.50%
Sole
33.00
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares3.56K
TypeSH
Market value$2.61M
1.44%
Sole
66.00
Shared
0.00
None
0.00
ISHARES RUSSELL 3000 VALUE INDEX FUND
SOLEShares25.63K
TypeSH
Market value$2.56M
1.41%
Sole
33.00
Shared
0.00
None
0.00
NextEra Energy Inc
SOLEShares33.60K
TypeSH
Market value$2.54M
1.40%
Sole
99.00
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares7.67K
TypeSH
Market value$2.42M
1.33%
Sole
99.00
Shared
0.00
None
0.00
Broadcom INC
SOLEShares6.63K
TypeSH
Market value$2.19M
1.20%
Sole
99.00
Shared
0.00
None
0.00
ALPHABET, INC.
SOLEShares8.74K
TypeSH
Market value$2.13M
1.17%
Sole
33.00
Shared
0.00
None
0.00
Walmart Inc
SOLEShares20.03K
TypeSH
Market value$2.06M
1.14%
Sole
66.00
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares11.12K
TypeSH
Market value$2.06M
1.13%
Sole
66.00
Shared
0.00
None
0.00
Vanguard FTSE Emerging Markets ETF
SOLEShares37K
TypeSH
Market value$2.00M
1.10%
Sole
66.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Berkshire Hathaway IncSOLE | CL | 33.00 | SH | $24.89M 13.70% | 33.00 | 0.00 | 0.00 |
Apple IncSOLE | CL | 64.08K | SH | $16.32M 8.98% | 132.00 | 0.00 | 0.00 |
Microsoft CorpSOLE | CL | 21.05K | SH | $10.90M 6.00% | 99.00 | 0.00 | 0.00 |
Alphabet Inc.SOLE | CL | 36.68K | SH | $8.93M 4.92% | 99.00 | 0.00 | 0.00 |
iShares Ultra Short Duration Bond Active ETFSOLE | CL | 172.78K | SH | $8.77M 4.83% | 66.00 | 0.00 | 0.00 |
Vanguard Small-Cap Value ETFSOLE | CL | 29.36K | SH | $6.13M 3.37% | 99.00 | 0.00 | 0.00 |
Mastercard IncSOLE | CL | 8.80K | SH | $5.01M 2.76% | 99.00 | 0.00 | 0.00 |
Berkshire Hathaway IncSOLE | CL | 8.36K | SH | $4.20M 2.31% | 132.00 | 0.00 | 0.00 |
Home Depot Inc/TheSOLE | CL | 9.24K | SH | $3.74M 2.06% | 99.00 | 0.00 | 0.00 |
Vanguard Small-Cap ETFSOLE | CL | 13.56K | SH | $3.45M 1.90% | 66.00 | 0.00 | 0.00 |
Vanguard Total Bond Market ETFSOLE | CL | 45.85K | SH | $3.41M 1.88% | 33.00 | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED ETFSOLE | CL | 55.58K | SH | $3.33M 1.83% | 66.00 | 0.00 | 0.00 |
iShares Core S&P Mid-Cap ETFSOLE | CL | 48.30K | SH | $3.15M 1.74% | 66.00 | 0.00 | 0.00 |
Amazon.com IncSOLE | CL | 14.34K | SH | $3.15M 1.73% | 99.00 | 0.00 | 0.00 |
ISHARES RUSSELL 1000 GROWTHSOLE | CL | 6.70K | SH | $3.14M 1.73% | 33.00 | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | CL | 4.09K | SH | $2.72M 1.50% | 33.00 | 0.00 | 0.00 |
Meta Platforms IncSOLE | CL | 3.56K | SH | $2.61M 1.44% | 66.00 | 0.00 | 0.00 |
ISHARES RUSSELL 3000 VALUE INDEX FUNDSOLE | CL | 25.63K | SH | $2.56M 1.41% | 33.00 | 0.00 | 0.00 |
NextEra Energy IncSOLE | CL | 33.60K | SH | $2.54M 1.40% | 99.00 | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | CL | 7.67K | SH | $2.42M 1.33% | 99.00 | 0.00 | 0.00 |
Broadcom INCSOLE | CL | 6.63K | SH | $2.19M 1.20% | 99.00 | 0.00 | 0.00 |
ALPHABET, INC.SOLE | CL | 8.74K | SH | $2.13M 1.17% | 33.00 | 0.00 | 0.00 |
Walmart IncSOLE | CL | 20.03K | SH | $2.06M 1.14% | 66.00 | 0.00 | 0.00 |
Johnson & JohnsonSOLE | CL | 11.12K | SH | $2.06M 1.13% | 66.00 | 0.00 | 0.00 |
Vanguard FTSE Emerging Markets ETFSOLE | CL | 37K | SH | $2.00M 1.10% | 66.00 | 0.00 | 0.00 |
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