Investor
General Partner, Inc.
CIK 0001800508 · filed 2026-04-08 · SEC filing
13F book
$164.2M
Positions
165
1 new · 5 sold
Largest name
14.4%
Berkshire Hathaway Inc Del
Est. mark
−$5.19M
Price effect on 164 names still held. Flow −$7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del | — | 33 | $23.7M | 14.4% | −$1.21M | Held |
| Apple Inc. | AAPL | 57.4K | $14.6M | 8.9% | −$1.04M | Cut−$1.93M |
| Alphabet Inc | — | 32.5K | $9.33M | 5.7% | −$876.3K | Cut−$1.68M |
| Vanguard Index Fds | — | 35.9K | $7.81M | 4.8% | $160.8K | Added$1.57M |
| Microsoft Corp | MSFT | 18.9K | $6.98M | 4.3% | −$2.14M | Cut−$2.91M |
| Mastercard Inc | MA | 7.9K | $3.95M | 2.4% | −$562.9K | Cut−$962.5K |
| Vanguard Tax-Managed Fds | — | 55.6K | $3.56M | 2.2% | $89.5K | Held |
| Vanguard Index Fds | — | 13.5K | $3.54M | 2.2% | $53.7K | Held |
| Berkshire Hathaway Inc Del | — | 7.36K | $3.53M | 2.1% | −$172.5K | Cut−$524.4K |
| Ishares Tr | — | 48.3K | $3.26M | 2.0% | $73.9K | Held |
| Amazon Com Inc | AMZN | 14.1K | $2.93M | 1.8% | −$317.6K | Cut−$375.3K |
| Ishares Tr | — | 6.7K | $2.86M | 1.7% | −$314K | Held |
| Home Depot, Inc. | HD | 8.36K | $2.75M | 1.7% | −$127.2K | Cut−$256.2K |
| Nextera Energy Inc | — | 29.1K | $2.7M | 1.6% | $366.6K | Cut$165.9K |
| Spdr S&P 500 Etf Tr | — | 4.09K | $2.66M | 1.6% | −$129.1K | Held |
| Johnson & Johnson | JNJ | 10.8K | $2.64M | 1.6% | $405.6K | Cut$343.5K |
| Ishares Tr | — | 25.6K | $2.62M | 1.6% | −$7.43K | Held |
| Nvidia Corp | NVDA | 14.9K | $2.59M | 1.6% | −$116.8K | Added$793.8K |
| Walmart Inc. | WMT | 19.9K | $2.48M | 1.5% | $256.5K | Cut$245.4K |
| Taiwan Semiconductor Mfg Ltd | — | 6.47K | $2.19M | 1.3% | $220.4K | Held |
| Jpmorgan Chase & Co. | — | 7.42K | $2.18M | 1.3% | −$208.3K | Cut−$288.8K |
| Alphabet Inc | — | 7.45K | $2.14M | 1.3% | −$189.4K | Cut−$283.3K |
| Exxon Mobil Corp | — | 12.6K | $2.13M | 1.3% | $620.3K | Held |
| Broadcom Inc. | AVGO | 6.63K | $2.05M | 1.3% | −$242.6K | Held |
| Vanguard Intl Equity Index F | — | 37K | $2M | 1.2% | $10.7K | Held |
| Meta Platforms, Inc. | META | 3.21K | $1.84M | 1.1% | −$282.2K | Cut−$513.2K |
| Ishares Tr | — | 14.1K | $1.75M | 1.1% | $58.3K | Held |
| Vanguard Index Fds | — | 5.7K | $1.7M | 1.0% | −$90.9K | Held |
| Union Pac Corp | — | 6.96K | $1.69M | 1.0% | $78.6K | Cut$20.8K |
| Costco Whsl Corp New | — | 1.69K | $1.69M | 1.0% | $226.9K | Cut$54.4K |
| Golub Cap Bdc Inc | — | 123K | $1.56M | 0.9% | −$112K | Held |
| Visa Inc. | V | 4.63K | $1.4M | 0.9% | −$224.6K | Cut−$259.7K |
| Moodys Corp | — | 3.1K | $1.35M | 0.8% | −$230.9K | Cut−$333.1K |
| Tjx Cos Inc New | — | 8.09K | $1.29M | 0.8% | $49.3K | Held |
| Vanguard Index Fds | — | 12.6K | $1.12M | 0.7% | $2.65K | Held |
| Franklin Templeton Etf Tr | — | 30.3K | $1.1M | 0.7% | $52.4K | Held |
| Mcdonalds Corp | MCD | 3.39K | $1.05M | 0.6% | $17.5K | Cut$2.21K |
| Merck & Co., Inc. | MRK | 8.69K | $1.04M | 0.6% | $130.6K | Held |
| Ishares Tr | — | 4.18K | $1.04M | 0.6% | $7.68K | Held |
| Chevron Corp New | CVX | 4.61K | $953.8K | 0.6% | $251.2K | Held |
| Philip Morris Intl Inc | — | 5.77K | $953.7K | 0.6% | $28.5K | Held |
| Procter And Gamble Co | PG | 6.38K | $921.1K | 0.6% | $7.21K | Held |
| Spdr S&P Midcap 400 Etf Tr | — | 1.48K | $915.3K | 0.6% | $20K | Held |
| Fastenal Co | FAST | 19.4K | $899.1K | 0.5% | $121.5K | Held |
| Pepsico Inc | PEP | 5.57K | $864.7K | 0.5% | $65.5K | Held |
| RTX Corp | RTX | 4.41K | $849.7K | 0.5% | $41.8K | Held |
| Bank America Corp | — | 15.6K | $761.3K | 0.5% | −$97.6K | Cut−$111.3K |
| Goldman Sachs Group Inc | — | 813 | $687.8K | 0.4% | −$26.8K | Cut−$48.8K |
| Honeywell Intl Inc | — | 2.92K | $660.9K | 0.4% | $90.5K | Held |
| Abbott Labs | ABT | 6.3K | $647.3K | 0.4% | −$142.6K | Cut−$161.4K |
| Eli Lilly & Co | LLY | 585 | $538.1K | 0.3% | −$90.6K | Cut−$117.5K |
| Medtronic Plc | MDT | 6.2K | $537.1K | 0.3% | −$58.3K | Held |
| Caterpillar Inc | CAT | 752 | $532.8K | 0.3% | $102K | Held |
| Uber Technologies, Inc | UBER | 7.13K | $513K | 0.3% | −$69.8K | Held |
| Intel Corp | INTC | 11.6K | $512.6K | 0.3% | $84K | Held |
| Linde Plc | LIN | 998 | $494.8K | 0.3% | $69.2K | Held |
| Lockheed Martin Corp | LMT | 816 | $493.2K | 0.3% | $98.5K | Held |
| Air Prods & Chems Inc | — | 1.67K | $484.5K | 0.3% | $72.5K | Held |
| AbbVie Inc. | ABBV | 2.04K | $444.6K | 0.3% | −$22.5K | Held |
| Ea Series Trust | — | 8.55K | $431.4K | 0.3% | −$8.33K | Held |
| American Tower Corp New | — | 2.39K | $412.6K | 0.3% | −$7.15K | Held |
| Advanced Micro Devices Inc | AMD | 1.91K | $387.7K | 0.2% | −$20.5K | Held |
| Unitedhealth Group Inc | UNH | 1.4K | $377.7K | 0.2% | −$83.1K | Cut−$99.6K |
| CARRIER GLOBAL Corp | CARR | 6.58K | $370.7K | 0.2% | $22.8K | Held |
| Coca Cola Co | KO | 4.79K | $363.9K | 0.2% | $29.4K | Cut$15.4K |
| Starbucks Corp | SBUX | 4.02K | $360K | 0.2% | $21.6K | Cut$4.78K |
| Lam Research Corp | LRCX | 1.67K | $355.7K | 0.2% | $70.7K | Cut$57.9K |
| Applied Matls Inc | — | 1.02K | $348.6K | 0.2% | $86.5K | Held |
| Targa Res Corp | — | 1.35K | $338.5K | 0.2% | $89.4K | Held |
| Asml Holding N V | — | 245 | $323.6K | 0.2% | $61.5K | Held |
| Oracle Corp | — | 2.19K | $322.2K | 0.2% | −$104.7K | Held |
| Eqt Corp | EQT | 4.97K | $316.5K | 0.2% | $49.9K | Held |
| Qualcomm Inc | — | 2.45K | $315.5K | 0.2% | −$103.6K | Held |
| Williams Cos Inc | — | 4.26K | $310.3K | 0.2% | $54K | Held |
| Mondelez Intl Inc | — | 5.22K | $300.6K | 0.2% | $4.27K | Added$240.3K |
| Lowes Cos Inc | — | 1.23K | $291.3K | 0.2% | −$6.02K | Cut−$18.1K |
| Conocophillips | COP | 2.18K | $288K | 0.2% | $83.8K | Cut$79.1K |
| NIKE, Inc. | NKE | 5.18K | $273.7K | 0.2% | −$56.4K | Cut−$62.8K |
| Texas Instrs Inc | — | 1.39K | $269.3K | 0.2% | $28.6K | Held |
| American Express Co | AXP | 886 | $268K | 0.2% | −$59.8K | Cut−$78.3K |
| Spdr Gold Tr | — | 600 | $258.2K | 0.2% | $20.4K | Held |
| Vanguard Mun Bd Fds | — | 4.81K | $239.9K | 0.1% | −$1.92K | Held |
| Vanguard Index Fds | — | 400 | $239K | 0.1% | −$11.8K | Held |
| Phillips 66 | PSX | 1.3K | $237.4K | 0.1% | $69.2K | Held |
| Otis Worldwide Corp | OTIS | 3.03K | $233.5K | 0.1% | −$31.1K | Held |
| BlackRock, Inc. | BLK | 237 | $227.9K | 0.1% | −$25.7K | Held |
| Mckesson Corp | MCK | 234 | $202.5K | 0.1% | $10.5K | Held |
| Ishares Tr | — | 3.98K | $201.5K | 0.1% | $160 | Cut−$4.16M |
| S&P Global Inc. | SPGI | 443 | $188.4K | 0.1% | −$43.1K | Held |
| Adobe Inc. | ADBE | 728 | $177K | 0.1% | −$77.8K | Cut−$95.3K |
| Monster Beverage Corp New | — | 2.42K | $175.4K | 0.1% | −$10.2K | Held |
| Automatic Data Processing In | — | 859 | $174.5K | 0.1% | −$46.4K | Held |
| Morgan Stanley | — | 1.06K | $174K | 0.1% | −$13.7K | Cut−$22.6K |
| Accenture Plc Ireland | — | 872 | $172.9K | 0.1% | −$61K | Cut−$74.5K |
| Target Corp | TGT | 1.38K | $167.5K | 0.1% | $32.4K | Held |
| Vanguard Scottsdale Fds | — | 2.7K | $158.1K | 0.1% | −$513 | Held |
| Ishares 0-3 Month | — | 1.4K | $140.9K | 0.1% | $392 | Held |
| Sempra | — | 1.45K | $140.9K | 0.1% | $12.9K | Held |
| Chubb Limited | — | 425 | $138.5K | 0.1% | $5.87K | Held |
| Cheniere Energy, Inc. | LNG | 475 | $134.8K | 0.1% | $42.5K | Held |
| Plains Gp Hldgs L P | — | 5.5K | $133.5K | 0.1% | $28.3K | Held |
| Devon Energy Corp New | — | 2.54K | $128K | 0.1% | $34.8K | Held |
| Ishares Tr | — | 2.17K | $115.2K | 0.1% | −$1.43K | Held |
| Thermo Fisher Scientific Inc. | TMO | 234 | $115K | 0.1% | −$20.6K | Held |
| Danaher Corporation | — | 600 | $113.8K | 0.1% | −$23.6K | Held |
| International Business Machs | — | 449 | $108.8K | 0.1% | −$24.2K | Held |
| Eaton Corp Plc | ETN | 264 | $94.4K | 0.1% | $10.3K | Held |
| Ge Aerospace | — | 325 | $92.2K | 0.1% | −$7.89K | Held |
| Totalenergies Se | TTE | 1K | $91K | 0.1% | $25.6K | Held |
| Oneok Inc /New/ | OKE | 1K | $90.4K | 0.1% | $16.9K | Held |
| Synopsys Inc | SNPS | 223 | $88.4K | 0.1% | −$16.3K | Held |
| Pulte Group Inc | — | 718 | $84.4K | 0.1% | $251 | Held |
| Intuit Inc. | INTU | 187 | $80.9K | 0.0% | −$43K | Held |
| Hartford Insurance Group Inc | — | 575 | $77.8K | 0.0% | −$1.48K | Held |
| Novo-Nordisk A S | — | 2.08K | $76.4K | 0.0% | −$29.4K | Held |
| Trane Technologies Plc | TT | 182 | $75.8K | 0.0% | $5.01K | Held |
| Astrazeneca Plc Ord | AZN | 384 | $75.7K | 0.0% | — | New |
| Amgen Inc | AMGN | 211 | $74.2K | 0.0% | $5.18K | Held |
| United Parcel Service Inc | UPS | 745 | $73.3K | 0.0% | −$604 | Cut−$5.56K |
| Agilent Technologies, Inc. | A | 635 | $72.4K | 0.0% | −$14K | Held |
| Prologis Inc. | — | 533 | $70.5K | 0.0% | $2.41K | Held |
| Micron Technology Inc | MU | 202 | $68.2K | 0.0% | $10.6K | Held |
| Ishares Tr | — | 200 | $62.8K | 0.0% | −$1.84K | Held |
| Global X Fds | — | 2K | $61K | 0.0% | $1.87K | Held |
| Paychex Inc | PAYX | 618 | $56.9K | 0.0% | −$12.4K | Held |
| United Rentals, Inc. | URI | 77 | $56.1K | 0.0% | −$6.22K | Held |
| Ishares Silver Tr | — | 750 | $51.1K | 0.0% | $2.79K | Held |
| Constellation Brands, Inc. | STZ | 332 | $49.8K | 0.0% | $4K | Held |
| Enterprise Prods Partners L | — | 1.25K | $47.3K | 0.0% | $7.23K | Held |
| Nucor Corp | NUE | 264 | $44.6K | 0.0% | $1.58K | Held |
| Microchip Technology Inc. | — | 600 | $38.8K | 0.0% | $534 | Held |
| Tokyo Electron Ltd | — | 292 | $35.7K | 0.0% | $3.25K | Held |
| Lvmh Moet Hennessy Lou Vuitton | — | 324 | $35.4K | 0.0% | −$13.5K | Held |
| Illinois Tool Wks Inc | — | 131 | $34.1K | 0.0% | $1.83K | Held |
| Japan Exchange Group, Inc./ADR | OSCUF | 2.59K | $30.1K | 0.0% | $2.54K | Held |
| Nestle Sa Adr | — | 300 | $29.7K | 0.0% | $96 | Held |
| Sony Group Corp | — | 1.25K | $25.8K | 0.0% | −$6.1K | Held |
| Elevance Health Inc Formerly | — | 75 | $22K | 0.0% | −$4.34K | Held |
| Nvent Electric Plc | NVT | 184 | $21.8K | 0.0% | $3K | Held |
| Mercadolibre Inc | MELI | 12 | $20.7K | 0.0% | −$3.42K | Held |
| Johnson Ctls Intl Plc | — | 138 | $18.1K | 0.0% | $1.55K | Held |
| Valero Energy Corp | — | 66 | $16.3K | 0.0% | $5.56K | Held |
| Cisco Sys Inc | — | 208 | $16.1K | 0.0% | $117 | Held |
| Goldman Sachs Etf Tr | — | 116 | $14.5K | 0.0% | −$840 | Held |
| Duke Energy Corp New | — | 101 | $13.2K | 0.0% | $1.39K | Held |
| Ishares Tr | — | 255 | $12.4K | 0.0% | −$72 | Added$413 |
| Old Rep Intl Corp | — | 288 | $11.5K | 0.0% | −$1.65K | Held |
| American Elec Pwr Co Inc | — | 85 | $11.1K | 0.0% | $1.34K | Held |
| Wisdomtree Tr | — | 225 | $10.8K | 0.0% | −$115 | Held |
| Waste Mgmt Inc Del | — | 47 | $10.8K | 0.0% | $474 | Held |
| Metlife Inc | — | 136 | $9.62K | 0.0% | −$1.12K | Held |
| Unilever Plc | — | 148 | $8.43K | 0.0% | −$1.25K | Held |
| Vanguard Index Fds | — | 29 | $8.33K | 0.0% | −$88 | Held |
| Nutrien Ltd. | NTR | 107 | $8.07K | 0.0% | $1.47K | Held |
| Firstenergy Corp | FE | 150 | $7.6K | 0.0% | $883 | Held |
| Omnicom Group Inc. | OMC | 90 | $6.78K | 0.0% | −$490 | Held |
| At&T Inc | — | 200 | $5.8K | 0.0% | $830 | Held |
| Keycorp | — | 244 | $4.89K | 0.0% | −$144 | Held |
| Invesco Exch Traded Fd Tr Ii | — | 20 | $4.75K | 0.0% | −$306 | Held |
| Solstice Advanced Matls Inc | — | 50 | $3.81K | 0.0% | $1.38K | Cut−$14.6K |
| Schwab Strategic Tr | — | 120 | $3.68K | 0.0% | $390 | Held |
| Hologic Inc | — | 45 | $3.4K | 0.0% | $50 | Held |
| NXP Semiconductors N.V. | NXPI | 15 | $2.95K | 0.0% | −$303 | Held |
| Sony Financial Grp Adr | — | 249 | $1.12K | 0.0% | −$179 | Held |
| Edenred S A | — | 63 | $611 | 0.0% | −$91 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.