General Partner, Inc.
166 holdingsFiling period: 2026-03-31Current AUM: $184.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc | 33 | $23.7M | $23.7M | 12.86% | -- | 2026-03-31 |
| 2 | AAPL | Apple Inc | 57.4K | $14.6M | $17.7M | 9.62% | -3,275 | 2026-03-31 |
| 3 | GOOG | Alphabet Inc. | 32.5K | $9.3M | $11.6M | 6.30% | -2,550 | 2026-03-31 |
| 4 | VBR | Vanguard Small-Cap Value ETF | 35.9K | $7.8M | $8.8M | 4.77% | +6.5K | 2026-03-31 |
| 5 | MSFT | Microsoft Corp | 18.9K | $7.0M | $8.8M | 4.75% | -1,600 | 2026-03-31 |
| 6 | MA | Mastercard Inc | 7.9K | $3.9M | $4.5M | 2.46% | -700 | 2026-03-31 |
| 7 | VEA | VANGUARD FTSE DEVELOPED ETF | 55.6K | $3.6M | $3.9M | 2.13% | -- | 2026-03-31 |
| 8 | VB | Vanguard Small-Cap ETF | 13.5K | $3.5M | $4.0M | 2.17% | -- | 2026-03-31 |
| 9 | BRK-B | Berkshire Hathaway Inc | 7.4K | $3.5M | $3.5M | 1.91% | -700 | 2026-03-31 |
| 10 | IJH | iShares Core S&P Mid-Cap ETF | 48.3K | $3.3M | $3.6M | 1.97% | -- | 2026-03-31 |
| 11 | AMZN | Amazon.com Inc | 14.1K | $2.9M | $3.8M | 2.08% | -250 | 2026-03-31 |
| 12 | IWF | ISHARES RUSSELL 1000 GROWTH | 6.7K | $2.9M | $3.2M | 1.72% | -- | 2026-03-31 |
| 13 | HD | Home Depot Inc/The | 8.4K | $2.7M | $2.8M | 1.51% | -375 | 2026-03-31 |
| 14 | NEE | NextEra Energy Inc | 29.1K | $2.7M | $2.5M | 1.37% | -2,500 | 2026-03-31 |
| 15 | SPY | SPDR S&P 500 ETF TRUST | 4.1K | $2.7M | $3.1M | 1.66% | -- | 2026-03-31 |
| 16 | JNJ | Johnson & Johnson | 10.8K | $2.6M | $2.8M | 1.50% | -300 | 2026-03-31 |
| 17 | IUSV | ISHARES RUSSELL 3000 VALUE INDEX FUND | 25.6K | $2.6M | $2.9M | 1.56% | -- | 2026-03-31 |
| 18 | NVDA | NVIDIA Corp | 14.9K | $2.6M | $3.0M | 1.62% | +5.2K | 2026-03-31 |
| 19 | WMT | Walmart Inc | 19.9K | $2.5M | $2.2M | 1.20% | -100 | 2026-03-31 |
| 20 | TSM | Taiwan Semiconductor Manufacturing Co Ltd | 6.5K | $2.2M | $2.6M | 1.42% | -- | 2026-03-31 |
| 21 | JPM | JPMorgan Chase & Co | 7.4K | $2.2M | $2.6M | 1.42% | -250 | 2026-03-31 |
| 22 | GOOGL | ALPHABET, INC. | 7.4K | $2.1M | $2.7M | 1.44% | -300 | 2026-03-31 |
| 23 | XOM | Exxon Mobil Corp | 12.6K | $2.1M | $2.0M | 1.06% | -- | 2026-03-31 |
| 24 | XOM | Exxon Mobil Corp | 12.6K | $2.1M | $2.0M | 1.06% | -- | 2026-03-31 |
| 25 | AVGO | Broadcom INC | 6.6K | $2.1M | $2.6M | 1.40% | -- | 2026-03-31 |
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