1y return+17.1%S&P 500 +20.9%
3y return+50.2%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $174 against $195 in the S&P 500.2
General Partner, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BRK/ABerkshire Hathaway Inc | $24.7M | 13.3% | |
| AAPLApple Inc | $13.6M | 7.3% | −18.0% |
| GOOGAlphabet Inc. | $10.5M | 5.7% | −8.5% |
| VBRVanguard Small-cap Value Etf | $8.7M | 4.7% | |
| ICSHiShares Ultra Short Duration Bond Active ETF | $7.0M | 3.8% | +3383.6% |
| MSFTMicrosoft Corp | $6.8M | 3.7% | −2.7% |
| VBVanguard Small-cap Vipers | $4.1M | 2.2% | |
| VEAVanguard Ftse Developed Markets Etf | $4.0M | 2.1% | |
| MAMastercard Inc | $3.9M | 2.1% | −3.2% |
| IJHiShares Core S&P Mid-Cap ETF | $3.7M | 2.0% | |
| BRK/BBerkshire Hathaway Inc | $3.4M | 1.8% | −6.9% |
| BNDVanguard Total Bond Market ETF | $3.4M | 1.8% | New |
| IWFIshares Russell 1000 Growth | $3.3M | 1.8% | |
| AMZNAmazon.com Inc | $3.3M | 1.8% | −2.5% |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $3.1M | 1.7% | |
| SPYSpdr S&p 500 Etf Trust | $3.1M | 1.6% | |
| NVDANVIDIA Corp | $3.0M | 1.6% | |
| HDHome Depot Inc/The | $2.9M | 1.6% | |
| IUSVIshares Russell 3000 Value Index Fund | $2.8M | 1.5% | |
| JNJJohnson & Johnson | $2.7M | 1.5% | |
| NEENextEra Energy Inc | $2.6M | 1.4% | |
| AVGOBroadcom INC | $2.5M | 1.3% | |
| JPMJPMorgan Chase & Co | $2.4M | 1.3% | |
| VWOVanguard Emerging Markets Etf | $2.2M | 1.2% | |
| WMTWal Mart Stores Inc | $2.2M | 1.2% | −3.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom INC | December 31, 2022 | +575.6% | $2.5M |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | December 31, 2022 | +541.1% | $3.1M |
| METAMeta Platforms Inc | December 31, 2022 | +368.1% | $1.8M |
| GOOGLAlphabet, Inc. | December 31, 2022 | +305.0% | $2.1M |
| GOOGAlphabet Inc. | December 31, 2022 | +298.2% | $10.5M |
| AMZNAmazon.com Inc | December 31, 2022 | +183.7% | $3.3M |
| JPMJPMorgan Chase & Co | December 31, 2022 | +144.1% | $2.4M |
| WMTWal Mart Stores Inc | December 31, 2022 | +139.6% | $2.2M |
| AAPLApple Inc | December 31, 2022 | +122.7% | $13.6M |
| NVDANVIDIA Corp | March 31, 2024 | +121.4% | $3.0M |
Sold off last quarter
- Honeywell International IncCUSIP 438516106 was $661K
- TAt&t Inc was $5,798
- Hologic IncCUSIP 436440101 was $3,402
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.4% | +14.8% |
| March 31, 2026 | −3.2% | −4.6% |
| December 31, 2025 | +2.6% | +2.4% |
| September 30, 2025 | +7.8% | +7.8% |
| June 30, 2025 | +3.4% | +10.5% |
| March 31, 2025 | −0.9% | −4.6% |
| December 31, 2024 | +0.6% | +2.1% |
| September 30, 2024 | +6.9% | +5.4% |
| June 30, 2024 | +3.0% | +4.0% |
| March 31, 2024 | +7.3% | +10.0% |
| December 31, 2023 | +9.6% | +11.2% |
| September 30, 2023 | −3.8% | −3.6% |
| June 30, 2023 | +9.0% | +8.3% |
| March 31, 2023 | +6.2% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: General Partner, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1800508&type=13F-HR&dateb=&owner=include&count=40CIK 1800508
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1800508/000180050826000003/Filed July 6, 2026 · accession 0001800508-26-000003