General Partner, Inc.
Sector Allocation
- Other31.4%$58.6M
- Technology26.6%$49.6M
- Financials21.4%$39.9M
- Consumer Discretionary4.5%$8.5M
- Healthcare4.1%$7.7M
- Consumer Staples3.9%$7.2M
- Industrials3.3%$6.1M
- Energy2.7%$5.1M
- Utilities1.3%$2.4M
- Materials0.5%$1.0M
AUM History
13fpro.ai/research/fund/general-partner-inc-1800508
Conviction and streaks
Stable · top 10 = 47.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
BRK.A
$24.7MAAPL
$12.6M- iShares$10.4M
GOOG
$9.0MMSFT
$8.8M- Vanguard$8.3M
- Vanguard$4.2M
- VANGUARD$3.9M
- Vanguard$3.9M
MA
$3.6M- iShares$3.5M
AMZN
$3.4MBRK.B
$3.4MNVDA
$3.4M- ISHARES$3.4M
- Vanguard$3.2M
SPY
$3.1MTSM
$3.0MJNJ
$2.9M- ARES$2.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/general-partner-inc-1800508
General Partner, Inc. 13F holdings — Q3 2026
$186.6M portfolio (+0.4% QoQ) · 168 holdings · Q3 2026 13F · top 10 are 48% of the stock portfolio
$24.7M
13.2% of stocks
No changeThis quarter—Since filed11+ qtrsHeld$12.6M
6.8% of stocks
-19%This quarter+3.3%Since filed11+ qtrsHeld- 3
iShares Ultra Short Duration Bond Active ETF - CL
$10.4M
5.6% of stocks
+49%This quarter—Since filed—HeldAIQuality—Est. buy— $9.0M
4.8% of stocks
-11%This quarter-8.6%Since filed11+ qtrsHeld$8.8M
4.7% of stocks
-7%This quarter+1.4%Since filed11+ qtrsHeldAIQuality79.8#30Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 10 qtrs in a row- 6
Vanguard Morningstar Small-Cap Value ETF - CL
$8.3M
4.5% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— - 7
Vanguard FTSE Emerging Markets ETF - CL
$4.2M
2.2% of stocks
+89%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD FTSE DEVELOPED ETF - CL
$3.9M
2.1% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— - 9
Vanguard Morningstar Small-Cap ETF - CL
$3.9M
2.1% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— $3.6M
1.9% of stocks
-15%This quarter+8.7%Since filed11+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $24.7M | 13.2% | No change | — | 11+ qtrs | 73.5#124 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | $12.6M | 6.8% | -19% | +3.3% | 11+ qtrsTrimmed 9 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | iShares Ultra Short Duration Bond Active ETF - CL | $10.4M | 5.6% | +49% | — | — | — | — | |
| 4 | $9.0M | 4.8% | -11% | -8.6% | 11+ qtrsTrimmed 4 qtrs in a row | 77.7#61 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | $8.8M | 4.7% | -7% | +1.4% | 11+ qtrsTrimmed 10 qtrs in a row | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | Vanguard Morningstar Small-Cap Value ETF - CL | $8.3M | 4.5% | No change | — | — | — | — | |
| 7 | Vanguard FTSE Emerging Markets ETF - CL | $4.2M | 2.2% | +89% | — | — | — | — | |
| 8 | VANGUARD FTSE DEVELOPED ETF - CL | $3.9M | 2.1% | No change | — | — | — | — | |
| 9 | Vanguard Morningstar Small-Cap ETF - CL | $3.9M | 2.1% | No change | — | — | — | — | |
| 10 | $3.6M | 1.9% | -15% | +8.7% | 11+ qtrsTrimmed 10 qtrs in a row | 85.1#5 | Estimated buy price is Pro: unlock with a free trial |
All holdings — General Partner, Inc. (Q3 2026)
168 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | iShares Core S&P Mid-Cap ETF - CLetf/fund | — | $3.5M | 1.9% | 48K | — | — | — | 13F |
| 12 | AMAZON COM INC | Consumer Discretionary | $3.4M | 1.8% | 14K | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | BERKSHIRE HATHAWAY INC | Financials | $3.4M | 1.8% | 6,852 | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | NVIDIA CORP | Technology | $3.4M | 1.8% | 15K | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | ISHARES RUSSELL 1000 GROWTH - CLetf/fund | — | $3.4M | 1.8% | 27K | — | — | — | 13F |
| 16 | — | Vanguard Total Bond Market ETF - CLnote | — | $3.2M | 1.7% | 46K | — | — | — | 13F |
| 17 | SPDR S&P 500 ETF TRUSTetf/fund | — | $3.1M | 1.7% | 4,088 | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $3.0M | 1.6% | 6,472 | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | JOHNSON & JOHNSON | Healthcare | $2.9M | 1.5% | 11K | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | ARES STRATEGIC INCOME FUND - CL | — | $2.5M | 1.3% | 2.50M | New | — | — | 13F |
| 21 | JPMORGAN CHASE & CO | Financials | $2.5M | 1.3% | 7,422 | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | HOME DEPOT, INC. | Consumer Discretionary | $2.4M | 1.3% | 8,362 | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Broadcom Inc. | Technology | $2.3M | 1.3% | 6,630 | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Meta Platforms, Inc. | Technology | $2.3M | 1.2% | 3,108 | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | NEXTERA ENERGY INC | Utilities | $2.2M | 1.2% | 29K | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $2.0M | 1.1% | 13K | — | |||
| 27 | — | Vanguard Morningstar Large-Cap ETF - CL | — | $2.0M | 1.1% | 5,700 | — | |||
| 28 | — | iShares Core S&P Small-Cap ETF - CL | — | $1.9M | 1.0% | 14K | — | |||
| 29 | $WMT | Walmart Inc. | Consumer Staples | $1.9M | 1.0% | 18K | -5% | |||
| 30 | $UNP | UNION PACIFIC CORP | Industrials | $1.9M | 1.0% | 6,957 | — | |||
| 31 | $V | VISA INC. | Financials | $1.7M | 0.9% | 4,634 | — | |||
| 32 | $GBDC | GOLUB CAPITAL BDC, Inc. | Other | $1.6M | 0.8% | 123K | — | |||
| 33 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.4M | 0.8% | 1,542 | -3% | |||
| 34 | $INTC | INTEL CORP | Technology | $1.4M | 0.8% | 12K | — | |||
| 35 | $GOOGL | Alphabet Inc. | Technology | $1.4M | 0.7% | 3,945 | -34% | |||
| 36 | $MRK | Merck & Co., Inc. | Healthcare | $1.3M | 0.7% | 8,686 | — | |||
| 37 | — | Franklin FTSE Japan ETF - CL | — | $1.3M | 0.7% | 30K | — | |||
| 38 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.2M | 0.6% | 1,906 | — | |||
| 39 | — | ISHARES RUSSELL 2000 INDEX FUND - CL | — | $1.2M | 0.6% | 4,176 | — | |||
| 40 | $MCO | MOODYS CORP /DE/ | Financials | $1.2M | 0.6% | 2,545 | -11% | |||
| 41 | — | VANGUARD REAL ESTATE ETF - CL | — | $1.1M | 0.6% | 13K | — | |||
| 42 | $PM | Philip Morris International Inc. | Consumer Staples | $1.1M | 0.6% | 5,768 | — | |||
| 43 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.1M | 0.6% | 8,094 | — | |||
| 44 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $975K | 0.5% | 1,484 | — | |||
| 45 | $CVX | CHEVRON CORP | Energy | $941K | 0.5% | 4,610 | — | |||
| 46 | $FAST | FASTENAL CO | Industrials | $861K | 0.5% | 17K | -10% | |||
| 47 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $850K | 0.5% | 16K | — | |||
| 48 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $817K | 0.4% | 5,627 | -12% | |||
| 49 | $MCD | MCDONALDS CORP | Consumer Discretionary | $783K | 0.4% | 3,389 | — | |||
| 50 | $RTX | RTX Corp | Industrials | $744K | 0.4% | 4,005 | -9% | |||
| 51 | $GS | GOLDMAN SACHS GROUP INC | Financials | $732K | 0.4% | 813 | — | |||
| 52 | $LLY | ELI LILLY & Co | Healthcare | $677K | 0.4% | 585 | — | |||
| 53 | $ABT | ABBOTT LABORATORIES | Healthcare | $623K | 0.3% | 6,305 | — | |||
| 54 | $PEP | PEPSICO INC | Consumer Staples | $611K | 0.3% | 4,818 | -13% | |||
| 55 | $CAT | CATERPILLAR INC | Industrials | $610K | 0.3% | 752 | — | |||
| 56 | — | S P D R PORTFOLIO HIGH YIELD BOND ETF - CL | — | $587K | 0.3% | 26K | — | |||
| 57 | $MDT | Medtronic plc | Healthcare | $535K | 0.3% | 6,199 | — | |||
| 58 | $ABBV | AbbVie Inc. | Healthcare | $535K | 0.3% | 2,044 | — | |||
| 59 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $522K | 0.3% | 1,020 | — | |||
| 60 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $512K | 0.3% | 1,396 | — | |||
| 61 | $LRCX | LAM RESEARCH CORP | Technology | $506K | 0.3% | 1,540 | -2% | |||
| 62 | $UBER | Uber Technologies, Inc | Technology | $489K | 0.3% | 7,132 | — | |||
| 63 | $LIN | LINDE PLC | Materials | $474K | 0.3% | 998 | — | |||
| 64 | — | Cambria Global EW ETF - CL | — | $470K | 0.3% | 8,555 | — | |||
| 65 | $APD | Air Products & Chemicals, Inc. | Materials | $464K | 0.3% | 1,668 | — | |||
| 66 | $QCOM | QUALCOMM INC/DE | Technology | $451K | 0.2% | 2,450 | — | |||
| 67 | $ASML | ASML HOLDING NV | Technology | $444K | 0.2% | 245 | — | |||
| 68 | $LMT | LOCKHEED MARTIN CORP | Industrials | $416K | 0.2% | 816 | — | |||
| 69 | $KO | COCA COLA CO | Consumer Staples | $412K | 0.2% | 4,785 | — | |||
| 70 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $391K | 0.2% | 2,391 | — | |||
| 71 | $TXN | TEXAS INSTRUMENTS INC | Technology | $388K | 0.2% | 1,387 | — | |||
| 72 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $378K | 0.2% | 4,018 | — | |||
| 73 | $TRGP | Targa Resources Corp. | Energy | $365K | 0.2% | 1,350 | — | |||
| 74 | $CARR | CARRIER GLOBAL Corp | Industrials | $361K | 0.2% | 6,583 | — | |||
| 75 | $PSX | Phillips 66 | Energy | $333K | 0.2% | 1,303 | — | |||
| 76 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $308K | 0.2% | 1,461 | +1361% | |||
| 77 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $302K | 0.2% | 5,216 | — | |||
| 78 | $ORCL | ORACLE CORP | Technology | $301K | 0.2% | 2,190 | — | |||
| 79 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $290K | 0.2% | 4,264 | — | |||
| 80 | — | VANGUARD S&P 500 ETF - CL | — | $280K | 0.1% | 400 | — | |||
| 81 | $COP | CONOCOPHILLIPS | Energy | $273K | 0.1% | 2,182 | — | |||
| 82 | $AXP | AMERICAN EXPRESS CO | Financials | $269K | 0.1% | 886 | — | |||
| 83 | $BLK | BlackRock, Inc. | Financials | $251K | 0.1% | 237 | — | |||
| 84 | $EQT | EQT Corp | Energy | $242K | 0.1% | 4,974 | — | |||
| 85 | $GLD | SPDR GOLD TRUST | Financials | $229K | 0.1% | 600 | — | |||
| 86 | — | Vanguard Tax-Exempt Bond Index ETF - CL | — | $228K | 0.1% | 4,808 | — | |||
| 87 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $227K | 0.1% | 1,233 | — | |||
| 88 | $HONA | Honeywell Aerospace Inc. | Industrials | $226K | 0.1% | 1,461 | +1361% | |||
| 89 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $222K | 0.1% | 859 | — | |||
| 90 | $TGT | TARGET CORP | Consumer Staples | $217K | 0.1% | 1,382 | — | |||
| 91 | $MU | MICRON TECHNOLOGY INC | Technology | $215K | 0.1% | 202 | — | |||
| 92 | $MNST | Monster Beverage Corp | Consumer Staples | $201K | 0.1% | 4,840 | +100% | |||
| 93 | $MCK | MCKESSON CORP | Consumer Staples | $200K | 0.1% | 234 | — | |||
| 94 | $MS | MORGAN STANLEY | Financials | $199K | 0.1% | 1,057 | — | |||
| 95 | $OTIS | Otis Worldwide Corp | Industrials | $195K | 0.1% | 3,029 | — | |||
| 96 | $NKE | NIKE, Inc. | Consumer Discretionary | $183K | 0.1% | 5,181 | — | |||
| 97 | $SPGI | S&P Global Inc. | Financials | $175K | 0.1% | 443 | — | |||
| 98 | $ADBE | ADOBE INC. | Technology | $175K | 0.1% | 728 | — | |||
| 99 | — | VANGUARD SHORT-TERM TREASURY - CL | — | $161K | 0.1% | 2,800 | +4% | |||
| 100 | — | ISHARES 0-3 MONTH TREASURY B - CL | — | $161K | 0.1% | 1,600 | +3% | |||
| 101 | $ACN | Accenture plc | Technology | $160K | 0.1% | 872 | — | |||
| 102 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $158K | 0.1% | 234 | — | |||
| 103 | $PAGP | PLAINS GP HOLDINGS LP | Energy | $142K | 0.1% | 5,500 | — | |||
| 104 | $CB | Chubb Ltd | Financials | $138K | 0.1% | 425 | — | |||
| 105 | $DHR | DANAHER CORP /DE/ | Healthcare | $133K | 0.1% | 600 | — | |||
| 106 | $LNG | Cheniere Energy, Inc. | Energy | $128K | 0.1% | 475 | — | |||
| 107 | $DVN | DEVON ENERGY CORP/DE | Energy | $117K | 0.1% | 2,544 | — | |||
| 108 | $ETN | Eaton Corp plc | Industrials | $113K | 0.1% | 264 | — | |||
| 109 | $SRE | SEMPRA | Utilities | $113K | 0.1% | 1,450 | — | |||
| 110 | $A | AGILENT TECHNOLOGIES, INC. | Healthcare | $109K | 0.1% | 635 | — | |||
| 111 | — | iShares 5-10 Year Investment Grade Corporate Bond ETF - CL | — | $109K | 0.1% | 2,165 | — | |||
| 112 | $GE | GENERAL ELECTRIC CO | Industrials | $101K | 0.1% | 325 | — | |||
| 113 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $99K | 0.1% | 449 | — | |||
| 114 | $SNPS | SYNOPSYS INC | Technology | $97K | 0.1% | 223 | — | |||
| 115 | $AMGN | AMGEN INC | Healthcare | $89K | 0.1% | 211 | — | |||
| 116 | $TTE | TotalEnergies SE | Energy | $86K | 0.1% | 1,000 | — | |||
| 117 | $OKE | ONEOK INC /NEW/ | Energy | $85K | 0.1% | 1,000 | — | |||
| 118 | $PHM | PULTEGROUP INC/MI/ | Industrials | $83K | 0.0% | 718 | — | |||
| 119 | $TT | Trane Technologies plc | Technology | $82K | 0.0% | 182 | — | |||
| 120 | $NVO | NOVO NORDISK A S | Healthcare | $79K | 0.0% | 2,080 | — | |||
| 121 | $URI | UNITED RENTALS, INC. | Industrials | $77K | 0.0% | 77 | — | |||
| 122 | — | ISHARES RUSSELL 2000 GROWTH - CL | — | $71K | 0.0% | 200 | — | |||
| 123 | $HIG | HARTFORD INSURANCE GROUP, INC. | Financials | $70K | 0.0% | 575 | — | |||
| 124 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $70K | 0.0% | 745 | — | |||
| 125 | $PLD | Prologis, Inc. | Real Estate | $69K | 0.0% | 533 | — | |||
| 126 | — | GLOBAL X AUTONOMOUS&ELEC-ETF - CL | — | $66K | 0.0% | 2,000 | — | |||
| 127 | $AZN | ASTRAZENECA PLC | Healthcare | $62K | 0.0% | 384 | — | |||
| 128 | $NUE | NUCOR CORP | Materials | $62K | 0.0% | 264 | — | |||
| 129 | $PAYX | PAYCHEX INC | Technology | $61K | 0.0% | 618 | — | |||
| 130 | — | TOKYO ELECTRON LIMITED - CL | — | $55K | 0.0% | 292 | New | |||
| 131 | $INTU | INTUIT INC. | Technology | $52K | 0.0% | 187 | — | |||
| 132 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $47K | 0.0% | 600 | — | |||
| 133 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $45K | 0.0% | 1,250 | — | |||
| 134 | $SLV | iShares Silver Trust | Financials | $41K | 0.0% | 750 | — | |||
| 135 | $STZ | CONSTELLATION BRANDS, INC. | Consumer Staples | $38K | 0.0% | 332 | — | |||
| 136 | — | JAPAN EXCHANGE GROUP INC - CL | — | $37K | 0.0% | 2,588 | — | |||
| 137 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $34K | 0.0% | 131 | — | |||
| 138 | $NVT | nVent Electric plc | Industrials | $30K | 0.0% | 184 | — | |||
| 139 | $SONY | Sony Group Corp | Technology | $29K | 0.0% | 1,245 | — | |||
| 140 | $ELV | Elevance Health, Inc. | Healthcare | $29K | 0.0% | 75 | — | |||
| 141 | — | LVMH MOET HENNESSY LOUIS VUITTON SA ADR - CL | — | $29K | 0.0% | 324 | — | |||
| 142 | — | NESTLE SA-SPONS ADR - CL | — | $27K | 0.0% | 300 | — | |||
| 143 | $VLO | VALERO ENERGY CORP/TX | Energy | $26K | 0.0% | 66 | — | |||
| 144 | $CSCO | CISCO SYSTEMS, INC. | Technology | $22K | 0.0% | 208 | — | |||
| 145 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $21K | 0.0% | 12 | — | |||
| 146 | $JCI | Johnson Controls International plc | Industrials | $21K | 0.0% | 138 | — | |||
| 147 | — | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - CL | — | $17K | 0.0% | 116 | — | |||
| 148 | $MET | METLIFE INC | Financials | $13K | 0.0% | 136 | — | |||
| 149 | — | iShares Core 1-5 Year USD Bond ETF - CL | — | $12K | 0.0% | 255 | — | |||
| 150 | $WT | WisdomTree, Inc. | Financials | $12K | 0.0% | 225 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 3 new, 7 added to, 13 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
- ARES STRATEGIC INCOME FUND - CL$2.5M
first bought this quarter
- TOKYO ELECTRON LIMITED - CL$55K
first bought this quarter
$MBGLMobility Global Inc.$4K
first bought this quarter
Added to (7)
- iShares Ultra Short Duration Bond Active ETF - CL+49%
now $10.4M
- Vanguard FTSE Emerging Markets ETF - CL+89%
now $4.2M
$HONHONEYWELL INTERNATIONAL INC+1361%
now $308K · held 11+ qtrs
$HONAHoneywell Aerospace Inc.+1361%
now $226K · held 2 qtrs, 2 adds in a row
$MNSTMonster Beverage Corp+100%
now $201K · held 11+ qtrs
- VANGUARD SHORT-TERM TREASURY - CL+4%
now $161K
+1 more in the Excel export
Trimmed (13)
now $12.6M · held 11+ qtrs, 9 trims in a row
now $9.0M · held 11+ qtrs, 4 trims in a row
$GOOGLAlphabet Inc.-34%
now $1.4M · held 11+ qtrs, 4 trims in a row
now $3.6M · held 11+ qtrs, 10 trims in a row
now $8.8M · held 11+ qtrs, 10 trims in a row
$MCOMOODYS CORP /DE/-11%
now $1.2M · held 11+ qtrs, 3 trims in a row
+7 more in the Excel export
Sold out (2)
- ISHARES RUSSELL 3000 VALUE INDEX FUND - CLwas $2.8M
- TOKYO ELECTRON LTD - UNSPONSORED ADR - CLwas $71K
Holdings by quarter
Every 13F General Partner, Inc. has filed, 15 earlier quarters. Pick one to see what it held then.
Is it too late to follow General Partner?
Q3 2026 13F filed with the SEC on Oct 5, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of General Partner's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-1.5%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 10% over the last 4
Top 10 weight
48%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
100%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
General Partner, Inc. disclosed 168 positions worth $186.6M in its Form 13F-HR for Q3 2026, led by $BRK.A (BERKSHIRE HATHAWAY INC) at 13.2% of the equity portfolio, followed by $AAPL. During the quarter the fund opened 3 new positions and exited 2. The portfolio is most concentrated in Other (31.4% of disclosed assets). All figures are sourced directly from General Partner, Inc.’s Form 13F-HR filing with the SEC under CIK 1800508.
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