$112 Million is the total value of General Partner, Inc.'s 197 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL Bcl | $2,799,895 | +17.9% | 8,014 | +15.1% | 2.50% | +26.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DELCL A | 5 | Q4 2023 | 15.4% |
| APPLE INC | 5 | Q4 2023 | 14.5% |
| MICROSOFT CORPORATION | 5 | Q4 2023 | 7.7% |
| MASTERCARD INC CL A | 5 | Q4 2023 | 5.0% |
| ALPHABET INC-CL C | 5 | Q4 2023 | 5.1% |
| Home Depot Inc/The | 5 | Q4 2023 | 3.8% |
| VANGUARD SMALL-CAP VALUE ETF | 5 | Q4 2023 | 2.9% |
| VANGUARD TOTAL BOND MARKETETF | 5 | Q4 2023 | 3.0% |
| JOHNSON & JOHNSON | 5 | Q4 2023 | 2.9% |
| NEXTERA ENERGY INC | 5 | Q4 2023 | 3.3% |
View General Partner, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-01 |
| 13F-HR | 2024-01-08 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-03 |
| 13F-HR | 2023-04-07 |
| 13F-HR | 2023-01-05 |
View General Partner, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.