Sponsored
The Analysis of General Partner, Inc.'s Holdings & P&L
Currently, General Partner, Inc. holds 165 types of securities in its portfolio with a total value $164.2M. In the most recent quarter, they have increased their positions in VBR (+6.5K shares, valued at $1.4M), NVDA (+5.2K shares, valued at $910.5K), MDLZ (+4.1K shares, valued at $236.0K); decreased their positions in ICSH (-82.2K shares, valued at $4.2M), AAPL (-3.3K shares, valued at $831.2K), N/A (-2.5K shares, valued at $731.5K); initiated new positions in N/A (+384 shares, valued at $75.7K).
1M P&L
-4.1M-2.58%
3M P&L
-3.6M-2.28%
HY P&L
+1.5M+0.97%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A61.4M
42.9%
2Consumer Electronics14.6M
10.2%
3Software - Infrastructure7.4M
5.2%
Top Industries by Stock Count
1N/A32 stocks
22.7%
2Semiconductors9 stocks
6.4%
3Oil & Gas Midstream6 stocks
4.3%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
TOKYO ELECTRON LTD - UNSPONSORED ADR TOKYO ELECTRON LTD - UNSPONSORED ADR292 shares0.00%2026-03-312026-04-08
Sponsored
Sponsored
IHDG WisdomTree International Hedged Quality Dividend Growth Fund225 shares0.00%2026-03-312026-04-08
Sponsored
Sponsored
BRK.A
0.00%Berkshire Hathaway Inc
Shares33
Event2026-03-31
Filed2026-04-08
AAPL
-5.40%Apple Inc
Shares57.4K
Event2026-03-31
Filed2026-04-08
Alphabet Inc.
-7.27%Alphabet Inc.
Shares32.5K
Event2026-03-31
Filed2026-04-08
VBR
22.02%Vanguard Small-Cap Value ETF
Shares35.9K
Event2026-03-31
Filed2026-04-08
MSFT
-7.82%Microsoft Corp
Shares18.9K
Event2026-03-31
Filed2026-04-08
MA
-8.14%Mastercard Inc
Shares7.9K
Event2026-03-31
Filed2026-04-08
VEA
0.00%VANGUARD FTSE DEVELOPED ETF
Shares55.6K
Event2026-03-31
Filed2026-04-08
VB
0.00%Vanguard Small-Cap ETF
Shares13.5K
Event2026-03-31
Filed2026-04-08
Berkshire Hathaway Inc
-8.69%Berkshire Hathaway Inc
Shares7.4K
Event2026-03-31
Filed2026-04-08
IJH
0.00%iShares Core S&P Mid-Cap ETF
Shares48.3K
Event2026-03-31
Filed2026-04-08
AMZN
-1.74%Amazon.com Inc
Shares14.1K
Event2026-03-31
Filed2026-04-08
IWF
0.00%ISHARES RUSSELL 1000 GROWTH
Shares6.7K
Event2026-03-31
Filed2026-04-08
HD
-4.29%Home Depot Inc/The
Shares8.4K
Event2026-03-31
Filed2026-04-08
NEE
-7.91%NextEra Energy Inc
Shares29.1K
Event2026-03-31
Filed2026-04-08
SPY
0.00%SPDR S&P 500 ETF TRUST
Shares4.1K
Event2026-03-31
Filed2026-04-08
JNJ
-2.70%Johnson & Johnson
Shares10.8K
Event2026-03-31
Filed2026-04-08
IUSV
0.00%ISHARES RUSSELL 3000 VALUE INDEX FUND
Shares25.6K
Event2026-03-31
Filed2026-04-08
NVDA
54.10%NVIDIA Corp
Shares14.9K
Event2026-03-31
Filed2026-04-08
WMT
-0.50%Walmart Inc
Shares19.9K
Event2026-03-31
Filed2026-04-08
TSM
0.00%Taiwan Semiconductor Manufacturing Co Ltd
Shares6.5K
Event2026-03-31
Filed2026-04-08
JPM
-3.26%JPMorgan Chase & Co
Shares7.4K
Event2026-03-31
Filed2026-04-08
ALPHABET, INC.
-3.87%ALPHABET, INC.
Shares7.4K
Event2026-03-31
Filed2026-04-08
XOM
0.00%Exxon Mobil Corp
Shares12.6K
Event2026-03-31
Filed2026-04-08
Broadcom INC
0.00%Broadcom INC
Shares6.6K
Event2026-03-31
Filed2026-04-08
VWO
0.00%Vanguard FTSE Emerging Markets ETF
Shares37.0K
Event2026-03-31
Filed2026-04-08
META
-9.84%Meta Platforms Inc
Shares3.2K
Event2026-03-31
Filed2026-04-08
IJR
0.00%iShares Core S&P Small-Cap ETF
Shares14.1K
Event2026-03-31
Filed2026-04-08
VV
0.00%Vanguard Large-Cap ETF
Shares5.7K
Event2026-03-31
Filed2026-04-08
UNP
-3.47%Union Pacific Corp
Shares7.0K
Event2026-03-31
Filed2026-04-08
COST
-10.57%Costco Wholesale Corp
Shares1.7K
Event2026-03-31
Filed2026-04-08
GBDC
0.00%Golub Capital BDC Inc
Shares123.0K
Event2026-03-31
Filed2026-04-08
V
-2.11%Visa Inc
Shares4.6K
Event2026-03-31
Filed2026-04-08
MCO
-6.07%Moody's Corp
Shares3.1K
Event2026-03-31
Filed2026-04-08
TJX
0.00%TJX Cos Inc/The
Shares8.1K
Event2026-03-31
Filed2026-04-08
VNQ
0.00%VANGUARD REAL ESTATE ETF
Shares12.6K
Event2026-03-31
Filed2026-04-08
FLJP
0.00%Franklin FTSE Japan ETF
Shares30.3K
Event2026-03-31
Filed2026-04-08
MCD
-1.45%McDonald's CORP
Shares3.4K
Event2026-03-31
Filed2026-04-08
Merck & Co Inc
0.00%Merck & Co Inc
Shares8.7K
Event2026-03-31
Filed2026-04-08
IWM
0.00%ISHARES RUSSELL 2000 INDEX FUND
Shares4.2K
Event2026-03-31
Filed2026-04-08
CVX
0.00%Chevron Corp
Shares4.6K
Event2026-03-31
Filed2026-04-08
PM
0.00%Philip Morris International Inc
Shares5.8K
Event2026-03-31
Filed2026-04-08
PG
0.00%Procter & Gamble CO/THE
Shares6.4K
Event2026-03-31
Filed2026-04-08
MDY
0.00%MIDCAP SPDR TRUST SERIES 1 STANDARD & POOR'S MIDCAP 400
Shares1.5K
Event2026-03-31
Filed2026-04-08
FAST
0.00%Fastenal Co
Shares19.4K
Event2026-03-31
Filed2026-04-08
PEP
0.00%PepsiCo Inc
Shares5.6K
Event2026-03-31
Filed2026-04-08
RTX
0.00%RTX Corp
Shares4.4K
Event2026-03-31
Filed2026-04-08
BAC
-1.58%Bank of America Corp
Shares15.6K
Event2026-03-31
Filed2026-04-08
GS
-2.98%GOLDMAN SACHS GROUP INC
Shares813
Event2026-03-31
Filed2026-04-08
HON
0.00%Honeywell International Inc
Shares2.9K
Event2026-03-31
Filed2026-04-08
ABT
-2.32%Abbott Laboratories
Shares6.3K
Event2026-03-31
Filed2026-04-08
LLY
-4.10%Eli Lilly & Co
Shares585
Event2026-03-31
Filed2026-04-08
Medtronic PLC
0.00%Medtronic PLC
Shares6.2K
Event2026-03-31
Filed2026-04-08
CAT
0.00%CATERPILLAR INC
Shares752
Event2026-03-31
Filed2026-04-08
UBER
0.00%UBER TECHNOLOGIES, INC.
Shares7.1K
Event2026-03-31
Filed2026-04-08
INTC
0.00%Intel Corp
Shares11.6K
Event2026-03-31
Filed2026-04-08
LINDE PLC
0.00%LINDE PLC
Shares998
Event2026-03-31
Filed2026-04-08
LMT
0.00%LOCKHEED MARTIN CORP
Shares816
Event2026-03-31
Filed2026-04-08
APD
0.00%Air Products and Chemicals Inc
Shares1.7K
Event2026-03-31
Filed2026-04-08
ABBV
0.00%AbbVie INC
Shares2.0K
Event2026-03-31
Filed2026-04-08
GEW
0.00%Cambria Global EW ETF
Shares8.6K
Event2026-03-31
Filed2026-04-08
AMT
0.00%American Tower Corp
Shares2.4K
Event2026-03-31
Filed2026-04-08
AMD
0.00%ADVANCED MICRO DEVICES INC
Shares1.9K
Event2026-03-31
Filed2026-04-08
UNH
-3.46%UnitedHealth Group INC
Shares1.4K
Event2026-03-31
Filed2026-04-08
CARR
0.00%Carrier Global Corp
Shares6.6K
Event2026-03-31
Filed2026-04-08
KO
-4.01%COCA - COLA CO
Shares4.8K
Event2026-03-31
Filed2026-04-08
SBUX
-4.74%STARBUCKS CORP
Shares4.0K
Event2026-03-31
Filed2026-04-08
LAM RESEARCH CORP
-4.31%LAM RESEARCH CORP
Shares1.7K
Event2026-03-31
Filed2026-04-08
AMAT
0.00%Applied Materials Inc
Shares1.0K
Event2026-03-31
Filed2026-04-08
TRGP
0.00%TARGA RESOURCES CORP
Shares1.4K
Event2026-03-31
Filed2026-04-08
ASML
0.00%A S M L HOLDING N.V.
Shares245
Event2026-03-31
Filed2026-04-08
ORCL
0.00%ORACLE CORP
Shares2.2K
Event2026-03-31
Filed2026-04-08
EQT Corp
0.00%EQT Corp
Shares5.0K
Event2026-03-31
Filed2026-04-08
QCOM
0.00%QUALCOMM INC
Shares2.5K
Event2026-03-31
Filed2026-04-08
WMB
0.00%WILLIAMS COS INC
Shares4.3K
Event2026-03-31
Filed2026-04-08
MDLZ
365.30%Mondelez International Inc
Shares5.2K
Event2026-03-31
Filed2026-04-08
LOW
-3.90%LOWE'S COS INC
Shares1.2K
Event2026-03-31
Filed2026-04-08
COP
-2.24%ConocoPhillips
Shares2.2K
Event2026-03-31
Filed2026-04-08
NKE
-1.89%NIKE Inc
Shares5.2K
Event2026-03-31
Filed2026-04-08
TXN
0.00%TEXAS INSTRUMENTS INC
Shares1.4K
Event2026-03-31
Filed2026-04-08
AXP
-5.34%AMERICAN EXPRESS COMPANY
Shares886
Event2026-03-31
Filed2026-04-08
GLD
0.00%SPDR GOLD SHARES
Shares600
Event2026-03-31
Filed2026-04-08
VTEB
0.00%Vanguard Tax-Exempt Bond Index ETF
Shares4.8K
Event2026-03-31
Filed2026-04-08
VANGUARD S&P 500 ETF
0.00%VANGUARD S&P 500 ETF
Shares400
Event2026-03-31
Filed2026-04-08
PSX
0.00%Phillips 66
Shares1.3K
Event2026-03-31
Filed2026-04-08
OTIS
0.00%Otis Worldwide Corp
Shares3.0K
Event2026-03-31
Filed2026-04-08
BLACKROCK INC
0.00%BLACKROCK INC
Shares237
Event2026-03-31
Filed2026-04-08
MCK
0.00%MCKESSON CORPORATION
Shares234
Event2026-03-31
Filed2026-04-08
ICSH
-95.38%iShares Ultra Short Duration Bond Active ETF
Shares4.0K
Event2026-03-31
Filed2026-04-08
SPGI
0.00%S&P Global Inc
Shares443
Event2026-03-31
Filed2026-04-08
ADBE
-6.43%ADOBE SYSTEMS INC
Shares728
Event2026-03-31
Filed2026-04-08
MNST
0.00%MONSTER BEVERAGE CORPORATION
Shares2.4K
Event2026-03-31
Filed2026-04-08
ADP
0.00%Automatic Data Processing Inc
Shares859
Event2026-03-31
Filed2026-04-08
MS
-4.52%MORGAN STANLEY
Shares1.1K
Event2026-03-31
Filed2026-04-08
Accenture PLC
-5.42%Accenture PLC
Shares872
Event2026-03-31
Filed2026-04-08
TGT
0.00%Target Corp
Shares1.4K
Event2026-03-31
Filed2026-04-08
VGSH
0.00%VANGUARD SHORT-TERM TREASURY
Shares2.7K
Event2026-03-31
Filed2026-04-08
SGOV
0.00%ISHARES 0-3 MONTH TREASURY B
Shares1.4K
Event2026-03-31
Filed2026-04-08
SRE
0.00%SEMPRA ENERGY
Shares1.4K
Event2026-03-31
Filed2026-04-08
CB
0.00%CHUBB LIMITED
Shares425
Event2026-03-31
Filed2026-04-08
LNG
0.00%CHENIERE ENERGY INC
Shares475
Event2026-03-31
Filed2026-04-08
PAGP
0.00%PLAINS GP HOLDINGS LP
Shares5.5K
Event2026-03-31
Filed2026-04-08
DVN
0.00%Devon Energy Corp
Shares2.5K
Event2026-03-31
Filed2026-04-08
IGIB
0.00%iShares 5-10 Year Investment Grade Corporate Bond ETF
Shares2.2K
Event2026-03-31
Filed2026-04-08
TMO
0.00%THERMO FISHER SCIENTIFIC INC.
Shares234
Event2026-03-31
Filed2026-04-08
DHR
0.00%DANAHER CORP
Shares600
Event2026-03-31
Filed2026-04-08
IBM
0.00%INTL BUSINESS MACHINES CORP
Shares449
Event2026-03-31
Filed2026-04-08
EATON CORP PLC
0.00%EATON CORP PLC
Shares264
Event2026-03-31
Filed2026-04-08
GE Aerospace Com
0.00%GE Aerospace Com
Shares325
Event2026-03-31
Filed2026-04-08
TOTALENERGIES SE
0.00%TOTALENERGIES SE
Shares1.0K
Event2026-03-31
Filed2026-04-08
OKE
0.00%ONEOK INC
Shares1.0K
Event2026-03-31
Filed2026-04-08
SNPS
0.00%SYNOPSYS INC
Shares223
Event2026-03-31
Filed2026-04-08
PHM
0.00%PulteGroup Inc
Shares718
Event2026-03-31
Filed2026-04-08
INTU
0.00%INTUIT
Shares187
Event2026-03-31
Filed2026-04-08
HIG
0.00%Hartford Insurance Group Inc/The
Shares575
Event2026-03-31
Filed2026-04-08
NVO
0.00%NOVO NORDISK A/S ADR
Shares2.1K
Event2026-03-31
Filed2026-04-08
TT
0.00%Trane Technologies PLC
Shares182
Event2026-03-31
Filed2026-04-08
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares384
Event2026-03-31
Filed2026-04-08
AMGN
0.00%Amgen Inc
Shares211
Event2026-03-31
Filed2026-04-08
UPS
-6.29%UNITED PARCEL SERVICE CL B
Shares745
Event2026-03-31
Filed2026-04-08
A
0.00%AGILENT TECHNOLOGIES INC
Shares635
Event2026-03-31
Filed2026-04-08
PLD
0.00%PROLOGIS, INC.
Shares533
Event2026-03-31
Filed2026-04-08
MU
0.00%MICRON TECHNOLOGY INC
Shares202
Event2026-03-31
Filed2026-04-08
IWO
0.00%ISHARES RUSSELL 2000 GROWTH
Shares200
Event2026-03-31
Filed2026-04-08
DRIV
0.00%GLOBAL X AUTONOMOUS&ELEC-ETF
Shares2.0K
Event2026-03-31
Filed2026-04-08
PAYX
0.00%Paychex Inc
Shares618
Event2026-03-31
Filed2026-04-08
URI
0.00%United Rentals Inc
Shares77
Event2026-03-31
Filed2026-04-08
SLV
0.00%ISHARES SILVER TRUST
Shares750
Event2026-03-31
Filed2026-04-08
STZ
0.00%CONSTELLATION BRANDS INC-A
Shares332
Event2026-03-31
Filed2026-04-08
EPD
0.00%ENTERPRISE PRODUCTS PARTNERS
Shares1.3K
Event2026-03-31
Filed2026-04-08
NUE
0.00%Nucor Corp
Shares264
Event2026-03-31
Filed2026-04-08
MCHP
0.00%MICROCHIP TECHNOLOGY INC
Shares600
Event2026-03-31
Filed2026-04-08
TOKYO ELECTRON LTD - UNSPONSORED ADR
0.00%TOKYO ELECTRON LTD - UNSPONSORED ADR
Shares292
Event2026-03-31
Filed2026-04-08
LVMUY
0.00%LVMH MOET HENNESSY LOUIS VUITTON SA ADR
Shares324
Event2026-03-31
Filed2026-04-08
ITW
0.00%ILLINOIS TOOL WKS INC
Shares131
Event2026-03-31
Filed2026-04-08
JAPAN EXCHANGE GROUP INC
0.00%JAPAN EXCHANGE GROUP INC
Shares2.6K
Event2026-03-31
Filed2026-04-08
NESTLE SA-SPONS ADR
0.00%NESTLE SA-SPONS ADR
Shares300
Event2026-03-31
Filed2026-04-08
SONY
0.00%SONY CORPORATION
Shares1.2K
Event2026-03-31
Filed2026-04-08
ELV
0.00%ELEVANCE HEALTH INC
Shares75
Event2026-03-31
Filed2026-04-08
NVT
0.00%NVENT ELECTRIC PLC
Shares184
Event2026-03-31
Filed2026-04-08
MELI
0.00%MERCADOLIBRE INC
Shares12
Event2026-03-31
Filed2026-04-08
JCI
0.00%JOHNSON CONTROLS INTERNATION
Shares138
Event2026-03-31
Filed2026-04-08
VLO
0.00%VALERO ENERGY CORP
Shares66
Event2026-03-31
Filed2026-04-08
CSCO
0.00%CISCO SYSTEMS INC
Shares208
Event2026-03-31
Filed2026-04-08
GSLC
0.00%Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Shares116
Event2026-03-31
Filed2026-04-08
DUKE ENERGY CORP
0.00%DUKE ENERGY CORP
Shares101
Event2026-03-31
Filed2026-04-08
ISTB
4.08%iShares Core 1-5 Year USD Bond ETF
Shares255
Event2026-03-31
Filed2026-04-08
ORI
0.00%OLD REPUBLIC INTL CORP
Shares288
Event2026-03-31
Filed2026-04-08
AEP
0.00%AMERICAN ELECTRIC POWER
Shares85
Event2026-03-31
Filed2026-04-08
IHDG
0.00%WisdomTree International Hedged Quality Dividend Growth Fund
Shares225
Event2026-03-31
Filed2026-04-08
WM
0.00%Waste Management Inc
Shares47
Event2026-03-31
Filed2026-04-08
MET
0.00%METLIFE INC
Shares136
Event2026-03-31
Filed2026-04-08
UNILEVER PLC-SPONSORED ADR
0.00%UNILEVER PLC-SPONSORED ADR
Shares148
Event2026-03-31
Filed2026-04-08
VO
0.00%Vanguard Mid-Cap ETF
Shares29
Event2026-03-31
Filed2026-04-08
NTR
0.00%NUTRIEN LTD
Shares107
Event2026-03-31
Filed2026-04-08
FE
0.00%FIRSTENERGY CORP
Shares150
Event2026-03-31
Filed2026-04-08
OMC
0.00%OMNICOM GROUP
Shares90
Event2026-03-31
Filed2026-04-08
T
0.00%AT&T INC
Shares200
Event2026-03-31
Filed2026-04-08
KEY
0.00%KEYCORP
Shares244
Event2026-03-31
Filed2026-04-08
QQQM
0.00%Invesco Nasdaq 100 ETF
Shares20
Event2026-03-31
Filed2026-04-08
SOLSTICE ADV MATERIALS INC
-86.81%SOLSTICE ADV MATERIALS INC
Shares50
Event2026-03-31
Filed2026-04-08
SCHD
0.00%Schwab US Dividend Equity ETF
Shares120
Event2026-03-31
Filed2026-04-08
HOLX
0.00%Hologic Inc
Shares45
Event2026-03-31
Filed2026-04-08
NXPI
0.00%NXP Semiconductors NV
Shares15
Event2026-03-31
Filed2026-04-08
SONY FINANCIAL GROUP INC
0.00%SONY FINANCIAL GROUP INC
Shares249
Event2026-03-31
Filed2026-04-08
EDENRED
0.00%EDENRED
Shares63
Event2026-03-31
Filed2026-04-08
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available