GP
| |
General Partner, Inc.13F | |
| General Partner, Inc. | |
| Last update 2025-07-07 | 173 Stocks (1 new) |
| Value $171.00 Mil | Turnover 9 % |
General Partner, Inc. Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 33 | 24,050.4 | 0% | 14.090 | 0% | 0.000 | -8.23% | +6.31% | 1,043,327.0 | Insurance | |
AAPL | Apple Inc | 69,723 | 14,305.1 | -3.49% | 8.380 | -0.37% | 0.000 | +4.64% | -14.41% | 3,193,578.3 | Hardware | |
MSFT | Microsoft Corp | 21,551 | 10,719.7 | -7.51% | 6.280 | -0.43% | 0.000 | +35.07% | +20.21% | 3,751,576.5 | Software | |
ICSH |
iShares Ultra Short Duration Bond Active ETF
iShares Ultra Short Duration Bond Active ETF
| 157,260 | 7,974.7 | +57.17% | 4.670 | +1.70% | 0.130 | +1.28% | +2.77% | 5,963.7 | ||
GOOG | Alphabet Inc | 36,679 | 6,506.5 | -5.17% | 3.810 | -0.20% | 0.000 | +21.62% | +0.84% | 2,319,770.6 | Interactive Media | |
VBR | Vanguard Small Cap Value ETF | 29,359 | 5,725.3 | +317.68% | 3.350 | +2.55% | 0.020 | +16.71% | +4.44% | 29,195.0 | ||
MA | Mastercard Inc | 9,103 | 5,115.3 | -9.90% | 3.000 | -0.36% | 0.000 | +6.11% | +7.13% | 509,997.1 | Credit Services | |
BRK.B | Berkshire Hathaway Inc | 8,380 | 4,070.8 | 0% | 2.390 | 0% | 0.000 | -8.37% | +6.49% | 1,039,994.2 | Insurance | |
HD | The Home Depot Inc | 9,987 | 3,661.6 | 0% | 2.150 | 0% | 0.000 | +6.20% | -2.08% | 374,257.1 | Retail - Cyclical | |
BND | Vanguard Total Bond Market ETF | 45,848 | 3,375.8 | 0% | 1.980 | 0% | 0.000 | +1.68% | +3.54% | 127,768.7 |
General Partner, Inc.'s Historical Top Holdings Breakdowns
General Partner, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VBR | Vanguard Small Cap Value ETF | 2025-06-30 | Add Add | +2.55% | 162.76 ($185.12) 195.77 | $204.75 | 10.60% | Add 317.68% | 29,359 | 22,330 | |
VB | Vanguard Small Cap ETF | 2025-06-30 | Add Add | +1.87% | 193.73 ($223.07) 237.37 | $247.42 | 10.92% | Add 22881.36% | 13,559 | 13,500 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-06-30 | Add Add | +1.84% | 45.65 ($53.52) 57.01 | $58.48 | 9.28% | Add 11015.8% | 55,579 | 55,079 | |
ICSH |
iShares Ultra Short Duration Bond Active ETF
iShares Ultra Short Duration Bond Active ETF
| 2025-06-30 | Add Add | +1.70% | 50.48 ($50.57) 50.71 | $50.65 | 0.16% | Add 57.17% | 157,260 | 57,200 | |
VNQ | Vanguard Real Estate Index Fund ETF | 2025-06-30 | Add Add | +0.65% | 79.79 ($88.23) 91.42 | $91.98 | 4.25% | Add 6216% | 12,632 | 12,432 | |
MSFT | Microsoft Corp | 2025-06-30 | Reduce Reduce | -0.43% | 354.56 ($433.34) 497.45 | $504.75 | 16.48% | Reduce -7.51% | 21,551 | -1,750 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.37% | 172.42 ($202.27) 223.89 | $213.97 | 5.78% | Reduce -3.49% | 69,723 | -2,525 | |
MA | Mastercard Inc | 2025-06-30 | Reduce Reduce | -0.36% | 479.92 ($552.94) 590.74 | $561.62 | 1.57% | Reduce -9.9% | 9,103 | -1,000 | |
VV | Vanguard Large Cap ETF | 2025-06-30 | Reduce Reduce | -0.36% | 228.25 ($263.38) 285.3 | $292.31 | 10.98% | Reduce -27.28% | 5,700 | -2,138 | |
SPHY | SPDR Portfolio High Yield Bond ETF | 2025-06-30 | New Buy New Buy | +0.24% | 22.4 ($23.27) 23.8 | $23.73 | 2.00% | New holding | 17,400 | 17,400 |
General Partner, Inc. Total Holding History ($B)
General Partner, Inc.'s Asset Allocation
General Partner, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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General Partner, Inc.'s Hypothetical Growth since 2025-06-30
General Partner, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
General Partner, Inc.'s Holdings Heat Map
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General Partner, Inc.'s Holdings Bubble Chart
General Partner, Inc. News
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