Filed: 4/8/2026ACC: 0001800508-26-000002
📋 What this filing means
GENERAL PARTNER, INC. filed this quarterly 13F‑HR report disclosing 165 equity positions with a total reported market value of $164.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
165
Positions
$164.19M
Total AUM (reported)
951.19K
Total Shares
Allocation by class
CL$164.19M100.0%
Portfolio Concentration
Top 3$47.60M29.0%
4–10$32.63M19.9%
11–25$36.93M22.5%
Rest$47.03M28.6%
Top 3 weight
29.0%
Top 10 weight
48.9%
Voting Authority Distribution
Total shares with voting rights: 951.19K
Sole
Full voting authority
951.19K
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)
Sole165
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings165
Rows:
Berkshire Hathaway Inc
SOLEShares33.00
TypeSH
Market value$23.70M
14.43%
Sole
33.00
Shared
0.00
None
0.00
Apple Inc
SOLEShares57.41K
TypeSH
Market value$14.57M
8.87%
Sole
57.41K
Shared
0.00
None
0.00
Alphabet Inc.
SOLEShares32.53K
TypeSH
Market value$9.33M
5.68%
Sole
32.53K
Shared
0.00
None
0.00
Vanguard Small-Cap Value ETF
SOLEShares35.94K
TypeSH
Market value$7.81M
4.75%
Sole
35.94K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares18.85K
TypeSH
Market value$6.98M
4.25%
Sole
18.85K
Shared
0.00
None
0.00
Mastercard Inc
SOLEShares7.90K
TypeSH
Market value$3.95M
2.41%
Sole
7.90K
Shared
0.00
None
0.00
VANGUARD FTSE DEVELOPED ETF
SOLEShares55.58K
TypeSH
Market value$3.56M
2.17%
Sole
55.58K
Shared
0.00
None
0.00
Vanguard Small-Cap ETF
SOLEShares13.53K
TypeSH
Market value$3.54M
2.16%
Sole
13.53K
Shared
0.00
None
0.00
Berkshire Hathaway Inc
SOLEShares7.36K
TypeSH
Market value$3.53M
2.15%
Sole
7.36K
Shared
0.00
None
0.00
iShares Core S&P Mid-Cap ETF
SOLEShares48.30K
TypeSH
Market value$3.26M
1.99%
Sole
48.30K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares14.09K
TypeSH
Market value$2.93M
1.79%
Sole
14.09K
Shared
0.00
None
0.00
ISHARES RUSSELL 1000 GROWTH
SOLEShares6.70K
TypeSH
Market value$2.86M
1.74%
Sole
6.70K
Shared
0.00
None
0.00
Home Depot Inc/The
SOLEShares8.36K
TypeSH
Market value$2.75M
1.67%
Sole
8.36K
Shared
0.00
None
0.00
NextEra Energy Inc
SOLEShares29.10K
TypeSH
Market value$2.70M
1.65%
Sole
29.10K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TRUST
SOLEShares4.09K
TypeSH
Market value$2.66M
1.62%
Sole
4.09K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares10.82K
TypeSH
Market value$2.64M
1.61%
Sole
10.82K
Shared
0.00
None
0.00
ISHARES RUSSELL 3000 VALUE INDEX FUND
SOLEShares25.63K
TypeSH
Market value$2.62M
1.60%
Sole
25.63K
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares14.87K
TypeSH
Market value$2.59M
1.58%
Sole
14.87K
Shared
0.00
None
0.00
Walmart Inc
SOLEShares19.93K
TypeSH
Market value$2.48M
1.51%
Sole
19.93K
Shared
0.00
None
0.00
Taiwan Semiconductor Manufacturing Co Ltd
SOLEShares6.47K
TypeSH
Market value$2.19M
1.33%
Sole
6.47K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares7.42K
TypeSH
Market value$2.18M
1.33%
Sole
7.42K
Shared
0.00
None
0.00
ALPHABET, INC.
SOLEShares7.45K
TypeSH
Market value$2.14M
1.30%
Sole
7.45K
Shared
0.00
None
0.00
Exxon Mobil Corp
SOLEShares12.58K
TypeSH
Market value$2.13M
1.30%
Sole
12.58K
Shared
0.00
None
0.00
Broadcom INC
SOLEShares6.63K
TypeSH
Market value$2.05M
1.25%
Sole
6.63K
Shared
0.00
None
0.00
Vanguard FTSE Emerging Markets ETF
SOLEShares37K
TypeSH
Market value$2.00M
1.22%
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 | $23.70M 14.43% | 33.00 | 0.00 | 0.00 |
Apple IncSOLE | CL | 57.41K | SH | $14.57M 8.87% | 57.41K | 0.00 | 0.00 |
Alphabet Inc.SOLE | CL | 32.53K | SH | $9.33M 5.68% | 32.53K | 0.00 | 0.00 |
Vanguard Small-Cap Value ETFSOLE | CL | 35.94K | SH | $7.81M 4.75% | 35.94K | 0.00 | 0.00 |
Microsoft CorpSOLE | CL | 18.85K | SH | $6.98M 4.25% | 18.85K | 0.00 | 0.00 |
Mastercard IncSOLE | CL | 7.90K | SH | $3.95M 2.41% | 7.90K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED ETFSOLE | CL | 55.58K | SH | $3.56M 2.17% | 55.58K | 0.00 | 0.00 |
Vanguard Small-Cap ETFSOLE | CL | 13.53K | SH | $3.54M 2.16% | 13.53K | 0.00 | 0.00 |
Berkshire Hathaway IncSOLE | CL | 7.36K | SH | $3.53M 2.15% | 7.36K | 0.00 | 0.00 |
iShares Core S&P Mid-Cap ETFSOLE | CL | 48.30K | SH | $3.26M 1.99% | 48.30K | 0.00 | 0.00 |
Amazon.com IncSOLE | CL | 14.09K | SH | $2.93M 1.79% | 14.09K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 GROWTHSOLE | CL | 6.70K | SH | $2.86M 1.74% | 6.70K | 0.00 | 0.00 |
Home Depot Inc/TheSOLE | CL | 8.36K | SH | $2.75M 1.67% | 8.36K | 0.00 | 0.00 |
NextEra Energy IncSOLE | CL | 29.10K | SH | $2.70M 1.65% | 29.10K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | CL | 4.09K | SH | $2.66M 1.62% | 4.09K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | CL | 10.82K | SH | $2.64M 1.61% | 10.82K | 0.00 | 0.00 |
ISHARES RUSSELL 3000 VALUE INDEX FUNDSOLE | CL | 25.63K | SH | $2.62M 1.60% | 25.63K | 0.00 | 0.00 |
NVIDIA CorpSOLE | CL | 14.87K | SH | $2.59M 1.58% | 14.87K | 0.00 | 0.00 |
Walmart IncSOLE | CL | 19.93K | SH | $2.48M 1.51% | 19.93K | 0.00 | 0.00 |
Taiwan Semiconductor Manufacturing Co LtdSOLE | CL | 6.47K | SH | $2.19M 1.33% | 6.47K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | CL | 7.42K | SH | $2.18M 1.33% | 7.42K | 0.00 | 0.00 |
ALPHABET, INC.SOLE | CL | 7.45K | SH | $2.14M 1.30% | 7.45K | 0.00 | 0.00 |
Exxon Mobil CorpSOLE | CL | 12.58K | SH | $2.13M 1.30% | 12.58K | 0.00 | 0.00 |
Broadcom INCSOLE | CL | 6.63K | SH | $2.05M 1.25% | 6.63K | 0.00 | 0.00 |
Vanguard FTSE Emerging Markets ETFSOLE | CL | 37K | SH | $2.00M 1.22% | 37K | 0.00 | 0.00 |
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