GP

General Partner, Inc.

13F
General Partner, Inc.
Last update 2024-10-02 160 Stocks (0 new)
Value $161.00 Mil Turnover 1 %
Countries:
Top Holdings: BRK.A(14.17%)AAPL(11.46%)MSFT(6.76%)GOOG(4.23%)MA(3.70%)
Portfolio Report
Summary Stock Picks Current Portfolio
General Partner, Inc. Top Holdings of 2024-09-30 View Full List
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
22808.940
0%
14.170
0%
0.000
+7.52%
+22.86%
959232.641
Insurance
AAPL 		Apple Inc
79,158
18443.820
-8.42%
11.460
-0.98%
0.000
+6.90%
+16.50%
3377630.649
Hardware
MSFT 		Microsoft Corp
25,301
10887.020
-5.42%
6.760
-0.41%
0.000
+4.32%
+10.02%
3059156.044
Software
GOOG 		Alphabet Inc
40,729
6809.480
-4.68%
4.230
-0.23%
0.000
+6.84%
+21.93%
2087029.120
Interactive Media
MA 		Mastercard Inc
12,053
5951.770
-6.59%
3.700
-0.24%
0.000
+14.53%
+19.22%
464018.655
Credit Services
VBR 		Vanguard Small Cap Value ETF
28,467
5715.610
0%
3.550
0%
0.020
+10.76%
+12.48%
30560.084
 
HD 		The Home Depot Inc
9,987
4046.730
0%
2.510
0%
0.000
+15.00%
+17.66%
397406.747
Retail - Cyclical
BRK.B 		Berkshire Hathaway Inc
8,305
3822.450
0%
2.370
0%
0.000
+7.58%
+24.79%
959232.641
Insurance
BND 		Vanguard Total Bond Market ETF
45,848
3443.640
0%
2.140
0%
0.000
-1.79%
-0.73%
112330.827
 
VB 		Vanguard Small Cap ETF
13,500
3202.340
0%
1.990
0%
0.010
+12.14%
+12.90%
59967.783
 

General Partner, Inc.'s Historical Top Holdings Breakdowns

General Partner, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IUSV 		ISHARES TRUST2024-09-30Sold Out
-1.44%
●
87.56 ($91.94) 95.49
$95.16
3.50%
Sold Out
0
-25,634
AAPL 		Apple Inc2024-09-30Reduce
-0.98%
●
207.23 ($223.32) 234.82
$223.45
0.06%
Reduce -8.42%
79,158
-7,275
VNQ 		Vanguard Real Estate Index Fund ETF2024-09-30Add
+0.75%
●
82.97 ($92.08) 98.97
$95.38
3.58%
Add 6216%
12,632
12,432
MSFT 		Microsoft Corp2024-09-30Reduce
-0.41%
●
395.15 ($427.47) 467.56
$411.46
-3.75%
Reduce -5.42%
25,301
-1,450
RTX 		RTX Corp2024-09-30Add
+0.41%
●
99.55 ($114.05) 123.34
$118.98
4.32%
Add 2554.93%
5,655
5,442
MDT 		Medtronic PLC2024-09-30Reduce
-0.31%
●
76.84 ($84.12) 91.03
$89.68
6.61%
Reduce -99.07%
58
-6,199
JNJ 		Johnson & Johnson2024-09-30Reduce
-0.28%
●
145.48 ($159.33) 167.38
$158.35
-0.62%
Reduce -20.09%
11,935
-3,000
MA 		Mastercard Inc2024-09-30Reduce
-0.24%
●
429.6 ($465.04) 500.99
$505.56
8.71%
Reduce -6.59%
12,053
-850
GOOG 		Alphabet Inc2024-09-30Reduce
-0.23%
●
149.54 ($169.25) 192.66
$171.41
1.28%
Reduce -4.68%
40,729
-2,000
MCO 		Moodys Corp2024-09-30Reduce
-0.23%
●
421.49 ($463.45) 494.66
$462.20
-0.27%
Reduce -16.85%
4,195
-850

General Partner, Inc. Total Holding History ($B)

To

General Partner, Inc.'s Asset Allocation

To

General Partner, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

General Partner, Inc.'s Hypothetical Growth since 2024-09-30

General Partner, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

General Partner, Inc.'s Holdings Heat Map

Size field:

General Partner, Inc.'s Holdings Bubble Chart

General Partner, Inc. News

  • 1

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