Universe · entity
General Partner, Inc.
Institutional manager (13F) · CIK 1800508
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $146M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Berkshire Hathaway Inc | $24M | 33 |
| 2 | Apple Inc | $15M | 57,405 |
| 3 | Alphabet Inc. | $9M | 32,529 |
| 4 | Vanguard Small-Cap Value ETF | $8M | 35,936 |
| 5 | Microsoft Corp | $7M | 18,851 |
| 6 | Mastercard Inc | $4M | 7,903 |
| 7 | VANGUARD FTSE DEVELOPED ETF | $4M | 55,579 |
| 8 | Vanguard Small-Cap ETF | $4M | 13,534 |
| 9 | Berkshire Hathaway Inc | $4M | 7,357 |
| 10 | iShares Core S&P Mid-Cap ETF | $3M | 48,296 |
| 11 | Amazon.com Inc | $3M | 14,085 |
| 12 | ISHARES RUSSELL 1000 GROWTH | $3M | 6,696 |
| 13 | Home Depot Inc/The | $3M | 8,362 |
| 14 | NextEra Energy Inc | $3M | 29,098 |
| 15 | SPDR S&P 500 ETF TRUST | $3M | 4,088 |
| 16 | Johnson & Johnson | $3M | 10,818 |
| 17 | ISHARES RUSSELL 3000 VALUE INDEX FUND | $3M | 25,634 |
| 18 | NVIDIA Corp | $3M | 14,871 |
| 19 | Walmart Inc | $2M | 19,930 |
| 20 | Taiwan Semiconductor Manufacturing Co Ltd | $2M | 6,472 |
| 21 | JPMorgan Chase & Co | $2M | 7,422 |
| 22 | ALPHABET, INC. | $2M | 7,445 |
| 23 | Exxon Mobil Corp | $2M | 12,578 |
| 24 | Broadcom INC | $2M | 6,630 |
| 25 | Vanguard FTSE Emerging Markets ETF | $2M | 36,998 |
| 26 | Meta Platforms Inc | $2M | 3,208 |
| 27 | iShares Core S&P Small-Cap ETF | $2M | 14,115 |
| 28 | Vanguard Large-Cap ETF | $2M | 5,700 |
| 29 | Union Pacific Corp | $2M | 6,957 |
| 30 | Costco Wholesale Corp | $2M | 1,692 |
| 31 | Golub Capital BDC Inc | $2M | 123,041 |
| 32 | Visa Inc | $1M | 4,634 |
| 33 | Moody's Corp | $1M | 3,095 |
| 34 | TJX Cos Inc/The | $1M | 8,094 |
| 35 | VANGUARD REAL ESTATE ETF | $1M | 12,632 |
| 36 | Franklin FTSE Japan ETF | $1M | 30,295 |
| 37 | McDonald's CORP | $1M | 3,389 |
| 38 | Merck & Co Inc | $1M | 8,686 |
| 39 | ISHARES RUSSELL 2000 INDEX FUND | $1M | 4,176 |
| 40 | Chevron Corp | $954k | 4,610 |
| 41 | Philip Morris International Inc | $954k | 5,768 |
| 42 | Procter & Gamble CO/THE | $921k | 6,377 |
| 43 | MIDCAP SPDR TRUST SERIES 1 STANDARD & POOR'S MIDCAP 400 | $915k | 1,484 |
| 44 | Fastenal Co | $899k | 19,378 |
| 45 | PepsiCo Inc | $865k | 5,568 |
| 46 | RTX Corp | $850k | 4,405 |
| 47 | Bank of America Corp | $761k | 15,616 |
| 48 | GOLDMAN SACHS GROUP INC | $688k | 813 |
| 49 | Honeywell International Inc | $661k | 2,924 |
| 50 | Abbott Laboratories | $647k | 6,305 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.