Filed: 1/6/2026ACC: 0001800508-26-000001
📋 What this filing means
GENERAL PARTNER, INC. filed this quarterly 13F‑HR report disclosing 169 equity positions with a total reported market value of $176.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
169
Positions
$176.38M
Total AUM (reported)
1.06M
Total Shares
Allocation by class
CL$176.38M100.0%
Portfolio Concentration
Top 3$52.41M29.7%
4–10$36.41M20.6%
11–25$38.65M21.9%
Rest$48.91M27.7%
Top 3 weight
29.7%
Top 10 weight
50.4%
Voting Authority Distribution
Total shares with voting rights: 1.06M
Sole
Full voting authority
1.06M
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$24.91M
14.12%
Sole
33.00
Shared
0.00
None
0.00
Apple Inc
SOLEShares60.68K
TypeSH
Market value$16.50M
9.35%
Sole
60.68K
Shared
0.00
None
0.00
Alphabet Inc.
SOLEShares35.08K
TypeSH
Market value$11.01M
6.24%
Sole
35.08K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares20.45K
TypeSH
Market value$9.89M
5.61%
Sole
20.45K
Shared
0.00
None
0.00
Vanguard Small-Cap Value ETF
SOLEShares29.45K
TypeSH
Market value$6.24M
3.54%
Sole
29.45K
Shared
0.00
None
0.00
Mastercard Inc
SOLEShares8.60K
TypeSH
Market value$4.91M
2.78%
Sole
8.60K
Shared
0.00
None
0.00
iShares Ultra Short Duration Bond Active ETF
SOLEShares86.17K
TypeSH
Market value$4.36M
2.47%
Sole
86.17K
Shared
0.00
None
0.00
Berkshire Hathaway Inc
SOLEShares8.06K
TypeSH
Market value$4.05M
2.30%
Sole
8.06K
Shared
0.00
None
0.00
Vanguard Small-Cap ETF
SOLEShares13.53K
TypeSH
Market value$3.49M
1.98%
Sole
13.53K
Shared
0.00
None
0.00
VANGUARD FTSE DEVELOPED ETF
SOLEShares55.58K
TypeSH
Market value$3.47M
1.97%
Sole
55.58K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares14.34K
TypeSH
Market value$3.31M
1.88%
Sole
14.34K
Shared
0.00
None
0.00
iShares Core S&P Mid-Cap ETF
SOLEShares48.30K
TypeSH
Market value$3.19M
1.81%
Sole
48.30K
Shared
0.00
None
0.00
ISHARES RUSSELL 1000 GROWTH
SOLEShares6.70K
TypeSH
Market value$3.17M
1.80%
Sole
6.70K
Shared
0.00
None
0.00
Home Depot Inc/The
SOLEShares8.74K
TypeSH
Market value$3.01M
1.70%
Sole
8.74K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TRUST
SOLEShares4.09K
TypeSH
Market value$2.79M
1.58%
Sole
4.09K
Shared
0.00
None
0.00
ISHARES RUSSELL 3000 VALUE INDEX FUND
SOLEShares25.63K
TypeSH
Market value$2.63M
1.49%
Sole
25.63K
Shared
0.00
None
0.00
NextEra Energy Inc
SOLEShares31.60K
TypeSH
Market value$2.54M
1.44%
Sole
31.60K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares7.67K
TypeSH
Market value$2.47M
1.40%
Sole
7.67K
Shared
0.00
None
0.00
ALPHABET, INC.
SOLEShares7.75K
TypeSH
Market value$2.42M
1.37%
Sole
7.75K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares3.56K
TypeSH
Market value$2.35M
1.33%
Sole
3.56K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares11.12K
TypeSH
Market value$2.30M
1.30%
Sole
11.12K
Shared
0.00
None
0.00
Broadcom INC
SOLEShares6.63K
TypeSH
Market value$2.29M
1.30%
Sole
6.63K
Shared
0.00
None
0.00
Walmart Inc
SOLEShares20.03K
TypeSH
Market value$2.23M
1.27%
Sole
20.03K
Shared
0.00
None
0.00
Vanguard FTSE Emerging Markets ETF
SOLEShares37K
TypeSH
Market value$1.99M
1.13%
Sole
37K
Shared
0.00
None
0.00
Taiwan Semiconductor Manufacturing Co Ltd
SOLEShares6.47K
TypeSH
Market value$1.97M
1.12%
Sole
6.47K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Berkshire Hathaway IncSOLE | CL | 33.00 | SH | $24.91M 14.12% | 33.00 | 0.00 | 0.00 |
Apple IncSOLE | CL | 60.68K | SH | $16.50M 9.35% | 60.68K | 0.00 | 0.00 |
Alphabet Inc.SOLE | CL | 35.08K | SH | $11.01M 6.24% | 35.08K | 0.00 | 0.00 |
Microsoft CorpSOLE | CL | 20.45K | SH | $9.89M 5.61% | 20.45K | 0.00 | 0.00 |
Vanguard Small-Cap Value ETFSOLE | CL | 29.45K | SH | $6.24M 3.54% | 29.45K | 0.00 | 0.00 |
Mastercard IncSOLE | CL | 8.60K | SH | $4.91M 2.78% | 8.60K | 0.00 | 0.00 |
iShares Ultra Short Duration Bond Active ETFSOLE | CL | 86.17K | SH | $4.36M 2.47% | 86.17K | 0.00 | 0.00 |
Berkshire Hathaway IncSOLE | CL | 8.06K | SH | $4.05M 2.30% | 8.06K | 0.00 | 0.00 |
Vanguard Small-Cap ETFSOLE | CL | 13.53K | SH | $3.49M 1.98% | 13.53K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED ETFSOLE | CL | 55.58K | SH | $3.47M 1.97% | 55.58K | 0.00 | 0.00 |
Amazon.com IncSOLE | CL | 14.34K | SH | $3.31M 1.88% | 14.34K | 0.00 | 0.00 |
iShares Core S&P Mid-Cap ETFSOLE | CL | 48.30K | SH | $3.19M 1.81% | 48.30K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 GROWTHSOLE | CL | 6.70K | SH | $3.17M 1.80% | 6.70K | 0.00 | 0.00 |
Home Depot Inc/TheSOLE | CL | 8.74K | SH | $3.01M 1.70% | 8.74K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | CL | 4.09K | SH | $2.79M 1.58% | 4.09K | 0.00 | 0.00 |
ISHARES RUSSELL 3000 VALUE INDEX FUNDSOLE | CL | 25.63K | SH | $2.63M 1.49% | 25.63K | 0.00 | 0.00 |
NextEra Energy IncSOLE | CL | 31.60K | SH | $2.54M 1.44% | 31.60K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | CL | 7.67K | SH | $2.47M 1.40% | 7.67K | 0.00 | 0.00 |
ALPHABET, INC.SOLE | CL | 7.75K | SH | $2.42M 1.37% | 7.75K | 0.00 | 0.00 |
Meta Platforms IncSOLE | CL | 3.56K | SH | $2.35M 1.33% | 3.56K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | CL | 11.12K | SH | $2.30M 1.30% | 11.12K | 0.00 | 0.00 |
Broadcom INCSOLE | CL | 6.63K | SH | $2.29M 1.30% | 6.63K | 0.00 | 0.00 |
Walmart IncSOLE | CL | 20.03K | SH | $2.23M 1.27% | 20.03K | 0.00 | 0.00 |
Vanguard FTSE Emerging Markets ETFSOLE | CL | 37K | SH | $1.99M 1.13% | 37K | 0.00 | 0.00 |
Taiwan Semiconductor Manufacturing Co LtdSOLE | CL | 6.47K | SH | $1.97M 1.12% | 6.47K | 0.00 | 0.00 |
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