General Partner, Inc.
Filing Date
Global Rank
#5,763
/ 8,578
▲ 4
Top Industry
Consumer Electronics
15.7%
3Y Alpha vs SPY
-5.1%
Period ended 3 months ago
Filed Apr 8, 2026 · 2mo
14 quarters · since Dec 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+56.4%
SPY
+78.1%
Annualised alpha
-5.1%
Max drawdown
−17.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
131 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
15.0%
−1.0 pts
Top 5
33.0%
−4.6 pts
Top 10
46.7%
−3.7 pts
HHI
419
Diversified−69
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.8% | $32,739,228 |
| Financial Services | 17.0% | $16,516,774 |
| Consumer Cyclical | 9.3% | $9,059,689 |
| Consumer Defensive | 8.2% | $7,967,913 |
| Healthcare | 7.2% | $6,989,437 |
| Industrials | 6.4% | $6,204,402 |
| Energy | 5.4% | $5,219,874 |
| Communication Services | 4.1% | $3,988,851 |
| Unclassified | 4.0% | $3,883,139 |
| Utilities | 3.0% | $2,875,481 |
| Basic Materials | 1.1% | $1,035,829 |
| Real Estate | 0.5% | $483,089 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −3,275 | 57,405 | $14,568,812 | |
| NEE | Nextera Energy Inc | −2,500 | 29,098 | $2,702,621 | |
| MSFT | Microsoft Corp | −1,600 | 18,851 | $6,978,074 | |
| BRK-B | Berkshire Hathaway Inc | −700 | 7,357 | $3,525,474 | |
| MA | Mastercard Inc | −700 | 7,903 | $3,948,812 | |
| HD | Home Depot, Inc. | −375 | 8,362 | $2,750,176 | |
| META | Meta Platforms, Inc. | −350 | 3,208 | $1,835,392 | |
| SOLS | Solstice Advanced Materials Inc. | −329 | 50 | $3,808 | |
| GOOGL | Alphabet Inc. | −300 | 7,445 | $2,140,884 | |
| JNJ | Johnson & Johnson | −300 | 10,818 | $2,644,351 | |
| JPM | Jpmorgan Chase & Co | −250 | 7,422 | $2,183,255 | |
| UNP | Union Pacific Corp | −250 | 6,957 | $1,687,906 | |
| BAC | Bank Of America Corp /De/ | −250 | 15,616 | $761,279 | |
| AMZN | Amazon Com Inc | −250 | 14,085 | $2,933,482 | |
| KO | Coca Cola Co | −200 | 4,785 | $363,899 | |
| SBUX | Starbucks Corp | −200 | 4,018 | $359,971 | |
| MCO | Moodys Corp /De/ | −200 | 3,095 | $1,350,193 | |
| COST | Costco Wholesale Corp /New | −200 | 1,692 | $1,685,958 | |
| ABT | Abbott Laboratories | −150 | 6,305 | $647,333 | |
| V | Visa Inc. | −100 | 4,634 | $1,400,579 | |
| NKE | NIKE, Inc. | −100 | 5,181 | $273,659 | |
| WMT | Walmart Inc. | −100 | 19,930 | $2,476,899 | |
| LRCX | Lam Research Corp | −75 | 1,665 | $355,743 | |
| ACN | Accenture plc | −50 | 872 | $172,908 | |
| MCD | Mcdonalds Corp | −50 | 3,389 | $1,053,266 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AZN | Astrazeneca PLC | 384 | $75,732 | |
| No positions match the current search. | ||||
18 positions ·
$16,516,774 total
· Financial Services only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MA |
Mastercard Inc
Financial Services
|
Reduced | 7,903 | $3,948,812 | 23.91% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 7,357 | $3,525,474 | 21.34% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 7,422 | $2,183,255 | 13.22% | |
| GBDC |
GOLUB CAPITAL BDC, Inc.
Financial Services
|
Held | 123,041 | $1,557,699 | 9.43% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 4,634 | $1,400,579 | 8.48% | |
| MCO |
Moodys Corp /De/
Financial Services
|
Reduced | 3,095 | $1,350,193 | 8.17% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 15,616 | $761,279 | 4.61% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 813 | $687,789 | 4.16% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 886 | $267,997 | 1.62% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Held | 237 | $227,924 | 1.38% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Held | 443 | $188,425 | 1.14% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 1,057 | $173,949 | 1.05% | |
| CB |
Chubb Ltd
Financial Services
|
Held | 425 | $138,520 | 0.84% | |
| HIG |
Hartford Insurance Group, Inc.
Financial Services
|
Held | 575 | $77,757 | 0.47% | |
| ORI |
Old Republic International Corp
Financial Services
|
Held | 288 | $11,491 | 0.07% | |
| MET |
Metlife Inc
Financial Services
|
Held | 136 | $9,617 | 0.06% | |
| KEY |
Keycorp /New/
Financial Services
|
Held | 244 | $4,892 | 0.03% | |
| SFGYY |
Sony Financial Group Inc./ADR
Financial Services
|
Held | 249 | $1,122 | 0.01% |