GP
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General Partner, Inc.13F | |
General Partner, Inc. | |
Last update 2025-04-07 | 175 Stocks (2 new) |
Value $154.00 Mil | Turnover 2 % |
General Partner, Inc. Top Holdings of 2025-03-31
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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 | 26,348.6 | 0% | 17.160 | 0% | 0.000 | +4.97% | +10.81% | 1,085,760.0 | Insurance | |
AAPL | Apple Inc | 72,248 | 16,048.4 | -6.32% | 10.450 | -0.74% | 0.000 | -20.37% | -21.83% | 2,916,518.7 | Hardware | |
MSFT | Microsoft Corp | 23,301 | 8,747.0 | -4.12% | 5.700 | -0.25% | 0.000 | +10.48% | +7.21% | 3,345,982.6 | Software | |
GOOG | Alphabet Inc | 38,679 | 6,042.8 | -0.90% | 3.940 | -0.04% | 0.000 | -6.50% | -10.85% | 2,050,455.6 | Interactive Media | |
MA | Mastercard Inc | 10,103 | 5,537.6 | -11.01% | 3.610 | -0.40% | 0.000 | +1.25% | +7.36% | 511,776.9 | Credit Services | |
ICSH | iShares Ultra Short-Term Bond Active ETF | 100,060 | 5,073.0 | +78.68% | 3.300 | +1.45% | 0.090 | +1.10% | +1.88% | 6,111.4 | ||
BRK.B | Berkshire Hathaway Inc | 8,380 | 4,463.0 | 0% | 2.910 | 0% | 0.000 | +5.16% | +11.07% | 1,085,760.0 | Insurance | |
HD | The Home Depot Inc | 9,987 | 3,660.1 | 0% | 2.380 | 0% | 0.000 | -5.27% | -6.16% | 360,507.7 | Retail - Cyclical | |
BND | Vanguard Total Bond Market ETF | 45,848 | 3,367.5 | 0% | 2.190 | 0% | 0.000 | +0.15% | +1.68% | 127,631.2 | ||
IJH | iShares Core S&P Mid-Cap ETF | 48,296 | 2,818.1 | 0% | 1.840 | 0% | 0.000 | -3.62% | -4.10% | 90,854.5 |
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 | 2025-03-31 | Reduce | -2.58% | 182.99 ($197.54) 207.75 | $187.04 | -5.32% | Reduce -75.45% | 7,029 | -21,600 | |
VB | Vanguard Small Cap ETF | 2025-03-31 | Reduce | -1.95% | 217.89 ($238.81) 252.64 | $225.77 | -5.46% | Reduce -99.56% | 59 | -13,500 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Reduce | -1.59% | 47.4 ($50.6) 52.99 | $55.03 | 8.75% | Reduce -99.1% | 500 | -55,079 | |
ICSH | iShares Ultra Short-Term Bond Active ETF | 2025-03-31 | Add | +1.45% | 50.44 ($50.57) 50.7 | $50.61 | 0.08% | Add 78.68% | 100,060 | 44,060 | |
AAPL | Apple Inc | 2025-03-31 | Reduce | -0.74% | 209.68 ($231.67) 247.1 | $195.27 | -15.71% | Reduce -6.32% | 72,248 | -4,875 | |
VNQ | Vanguard Real Estate Index Fund ETF | 2025-03-31 | Reduce | -0.67% | 85.55 ($90.76) 94.34 | $87.09 | -4.04% | Reduce -98.42% | 200 | -12,432 | |
MA | Mastercard Inc | 2025-03-31 | Reduce | -0.40% | 504.67 ($544.39) 576.31 | $563.58 | 3.53% | Reduce -11.01% | 10,103 | -1,250 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce | -0.25% | 375.39 ($407.71) 447.2 | $450.18 | 10.42% | Reduce -4.12% | 23,301 | -1,000 | |
RTX | RTX Corp | 2025-03-31 | Reduce | -0.09% | 114.1 ($126.79) 135.66 | $132.35 | 4.39% | Reduce -22.1% | 4,405 | -1,250 | |
MCO | Moodys Corp | 2025-03-31 | Reduce | -0.07% | 437.8 ($481.85) 527.48 | $469.65 | -2.53% | Reduce -6.77% | 3,445 | -250 |
General Partner, Inc. Total Holding History ($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 2025-03-31
General Partner, Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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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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