Investor
General Partner, Inc.
CIK 0001800508 · filed 2026-01-06 · SEC filing
13F book
$176.4M
Positions
169
Largest name
14.1%
Berkshire Hathaway Inc Del
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del | — | 33 | $24.9M | 14.1% | — | Held |
| Apple Inc. | AAPL | 60.7K | $16.5M | 9.4% | — | Held |
| Alphabet Inc | — | 35.1K | $11M | 6.2% | — | Held |
| Microsoft Corp | MSFT | 20.5K | $9.89M | 5.6% | — | Held |
| Vanguard Index Fds | — | 29.5K | $6.24M | 3.5% | — | Held |
| Mastercard Inc | MA | 8.6K | $4.91M | 2.8% | — | Held |
| Ishares Tr | — | 86.2K | $4.36M | 2.5% | — | Held |
| Berkshire Hathaway Inc Del | — | 8.06K | $4.05M | 2.3% | — | Held |
| Vanguard Index Fds | — | 13.5K | $3.49M | 2.0% | — | Held |
| Vanguard Tax-Managed Fds | — | 55.6K | $3.47M | 2.0% | — | Held |
| Amazon Com Inc | AMZN | 14.3K | $3.31M | 1.9% | — | Held |
| Ishares Tr | — | 48.3K | $3.19M | 1.8% | — | Held |
| Ishares Tr | — | 6.7K | $3.17M | 1.8% | — | Held |
| Home Depot, Inc. | HD | 8.74K | $3.01M | 1.7% | — | Held |
| Spdr S&P 500 Etf Tr | — | 4.09K | $2.79M | 1.6% | — | Held |
| Ishares Tr | — | 25.6K | $2.63M | 1.5% | — | Held |
| Nextera Energy Inc | — | 31.6K | $2.54M | 1.4% | — | Held |
| Jpmorgan Chase & Co. | — | 7.67K | $2.47M | 1.4% | — | Held |
| Alphabet Inc | — | 7.75K | $2.42M | 1.4% | — | Held |
| Meta Platforms, Inc. | META | 3.56K | $2.35M | 1.3% | — | Held |
| Johnson & Johnson | JNJ | 11.1K | $2.3M | 1.3% | — | Held |
| Broadcom Inc. | AVGO | 6.63K | $2.29M | 1.3% | — | Held |
| Walmart Inc. | WMT | 20K | $2.23M | 1.3% | — | Held |
| Vanguard Intl Equity Index F | — | 37K | $1.99M | 1.1% | — | Held |
| Taiwan Semiconductor Mfg Ltd | — | 6.47K | $1.97M | 1.1% | — | Held |
| Nvidia Corp | NVDA | 9.65K | $1.8M | 1.0% | — | Held |
| Vanguard Index Fds | — | 5.7K | $1.79M | 1.0% | — | Held |
| Ishares Tr | — | 14.1K | $1.7M | 1.0% | — | Held |
| Moodys Corp | — | 3.29K | $1.68M | 1.0% | — | Held |
| Golub Cap Bdc Inc | — | 123K | $1.67M | 0.9% | — | Held |
| Union Pac Corp | — | 7.21K | $1.67M | 0.9% | — | Held |
| Visa Inc. | V | 4.73K | $1.66M | 0.9% | — | Held |
| Costco Whsl Corp New | — | 1.89K | $1.63M | 0.9% | — | Held |
| Exxon Mobil Corp | — | 12.6K | $1.51M | 0.9% | — | Held |
| Tjx Cos Inc New | — | 8.09K | $1.24M | 0.7% | — | Held |
| Vanguard Index Fds | — | 12.6K | $1.12M | 0.6% | — | Held |
| Mcdonalds Corp | MCD | 3.44K | $1.05M | 0.6% | — | Held |
| Franklin Templeton Etf Tr | — | 30.3K | $1.04M | 0.6% | — | Held |
| Ishares Tr | — | 4.18K | $1.03M | 0.6% | — | Held |
| Philip Morris Intl Inc | — | 5.77K | $925.2K | 0.5% | — | Held |
| Merck & Co., Inc. | MRK | 8.69K | $914.3K | 0.5% | — | Held |
| Procter And Gamble Co | PG | 6.38K | $913.9K | 0.5% | — | Held |
| Spdr S&P Midcap 400 Etf Tr | — | 1.48K | $895.3K | 0.5% | — | Held |
| Bank America Corp | — | 15.9K | $872.6K | 0.5% | — | Held |
| Abbott Labs | ABT | 6.46K | $808.7K | 0.5% | — | Held |
| RTX Corp | RTX | 4.41K | $807.9K | 0.5% | — | Held |
| Pepsico Inc | PEP | 5.57K | $799.1K | 0.5% | — | Held |
| Fastenal Co | FAST | 19.4K | $777.6K | 0.4% | — | Held |
| Goldman Sachs Group Inc | — | 838 | $736.6K | 0.4% | — | Held |
| Chevron Corp New | CVX | 4.61K | $702.6K | 0.4% | — | Held |
| Eli Lilly & Co | LLY | 610 | $655.6K | 0.4% | — | Held |
| State Srt Spdr Prtfl Hgh | — | 26K | $615.4K | 0.3% | — | Held |
| Medtronic Plc | MDT | 6.2K | $595.5K | 0.3% | — | Held |
| Uber Technologies, Inc | UBER | 7.13K | $582.8K | 0.3% | — | Held |
| Honeywell Intl Inc | — | 2.92K | $570.4K | 0.3% | — | Held |
| Unitedhealth Group Inc | UNH | 1.45K | $477.3K | 0.3% | — | Held |
| AbbVie Inc. | ABBV | 2.04K | $467K | 0.3% | — | Held |
| Ea Series Trust | — | 8.55K | $439.7K | 0.2% | — | Held |
| Caterpillar Inc | CAT | 752 | $430.8K | 0.2% | — | Held |
| Intel Corp | INTC | 11.6K | $428.6K | 0.2% | — | Held |
| Oracle Corp | — | 2.19K | $426.9K | 0.2% | — | Held |
| Linde Plc | LIN | 998 | $425.5K | 0.2% | — | Held |
| American Tower Corp New | — | 2.39K | $419.8K | 0.2% | — | Held |
| Qualcomm Inc | — | 2.45K | $419.1K | 0.2% | — | Held |
| Air Prods & Chems Inc | — | 1.67K | $412K | 0.2% | — | Held |
| Advanced Micro Devices Inc | AMD | 1.91K | $408.2K | 0.2% | — | Held |
| Lockheed Martin Corp | LMT | 816 | $394.7K | 0.2% | — | Held |
| Starbucks Corp | SBUX | 4.22K | $355.2K | 0.2% | — | Held |
| Coca Cola Co | KO | 4.99K | $348.5K | 0.2% | — | Held |
| CARRIER GLOBAL Corp | CARR | 6.58K | $347.8K | 0.2% | — | Held |
| American Express Co | AXP | 936 | $346.3K | 0.2% | — | Held |
| NIKE, Inc. | NKE | 5.28K | $336.5K | 0.2% | — | Held |
| Lowes Cos Inc | — | 1.28K | $309.4K | 0.2% | — | Held |
| Lam Research Corp | LRCX | 1.74K | $297.9K | 0.2% | — | Held |
| Adobe Inc. | ADBE | 778 | $272.3K | 0.2% | — | Held |
| Eqt Corp | EQT | 4.97K | $266.6K | 0.2% | — | Held |
| Otis Worldwide Corp | OTIS | 3.03K | $264.6K | 0.1% | — | Held |
| Applied Matls Inc | — | 1.02K | $262.1K | 0.1% | — | Held |
| Asml Holding N V | — | 245 | $262.1K | 0.1% | — | Held |
| Williams Cos Inc | — | 4.26K | $256.3K | 0.1% | — | Held |
| BlackRock, Inc. | BLK | 237 | $253.7K | 0.1% | — | Held |
| Vanguard Index Fds | — | 400 | $250.9K | 0.1% | — | Held |
| Targa Res Corp | — | 1.35K | $249.1K | 0.1% | — | Held |
| Accenture Plc Ireland | — | 922 | $247.4K | 0.1% | — | Held |
| Vanguard Mun Bd Fds | — | 4.81K | $241.8K | 0.1% | — | Held |
| Texas Instrs Inc | — | 1.39K | $240.6K | 0.1% | — | Held |
| Spdr Gold Tr | — | 600 | $237.8K | 0.1% | — | Held |
| S&P Global Inc. | SPGI | 443 | $231.5K | 0.1% | — | Held |
| Automatic Data Processing In | — | 859 | $221K | 0.1% | — | Held |
| Conocophillips | COP | 2.23K | $208.9K | 0.1% | — | Held |
| Morgan Stanley | — | 1.11K | $196.5K | 0.1% | — | Held |
| Mckesson Corp | MCK | 234 | $191.9K | 0.1% | — | Held |
| Monster Beverage Corp New | — | 2.42K | $185.5K | 0.1% | — | Held |
| Phillips 66 | PSX | 1.3K | $168.1K | 0.1% | — | Held |
| Vanguard Scottsdale Fds | — | 2.7K | $158.6K | 0.1% | — | Held |
| Ishares 0-3 Month | — | 1.4K | $140.5K | 0.1% | — | Held |
| Danaher Corporation | — | 600 | $137.4K | 0.1% | — | Held |
| Thermo Fisher Scientific Inc. | TMO | 234 | $135.6K | 0.1% | — | Held |
| Target Corp | TGT | 1.38K | $135.1K | 0.1% | — | Held |
| International Business Machs | — | 449 | $133K | 0.1% | — | Held |
| Chubb Limited | — | 425 | $132.7K | 0.1% | — | Held |
| Sempra | — | 1.45K | $128K | 0.1% | — | Held |
| Intuit Inc. | INTU | 187 | $123.9K | 0.1% | — | Held |
| Ishares Tr | — | 2.17K | $116.7K | 0.1% | — | Held |
| Novo-Nordisk A S | — | 2.08K | $105.8K | 0.1% | — | Held |
| Plains Gp Hldgs L P | — | 5.5K | $105.3K | 0.1% | — | Held |
| Synopsys Inc | SNPS | 223 | $104.7K | 0.1% | — | Held |
| Ge Aerospace | — | 325 | $100.1K | 0.1% | — | Held |
| Devon Energy Corp New | — | 2.54K | $93.2K | 0.1% | — | Held |
| Cheniere Energy, Inc. | LNG | 475 | $92.3K | 0.1% | — | Held |
| Agilent Technologies, Inc. | A | 635 | $86.4K | 0.0% | — | Held |
| Pulte Group Inc | — | 718 | $84.2K | 0.0% | — | Held |
| Eaton Corp Plc | ETN | 264 | $84.1K | 0.0% | — | Held |
| Hartford Insurance Group Inc | — | 575 | $79.2K | 0.0% | — | Held |
| United Parcel Service Inc | UPS | 795 | $78.9K | 0.0% | — | Held |
| Oneok Inc /New/ | OKE | 1K | $73.5K | 0.0% | — | Held |
| Trane Technologies Plc | TT | 182 | $70.8K | 0.0% | — | Held |
| AstraZeneca PLC | AZN | 768 | $70.6K | 0.0% | — | Held |
| Paychex Inc | PAYX | 618 | $69.3K | 0.0% | — | Held |
| Amgen Inc | AMGN | 211 | $69.1K | 0.0% | — | Held |
| Prologis Inc. | — | 533 | $68K | 0.0% | — | Held |
| Totalenergies Se | TTE | 1K | $65.4K | 0.0% | — | Held |
| Ishares Tr | — | 200 | $64.6K | 0.0% | — | Held |
| United Rentals, Inc. | URI | 77 | $62.3K | 0.0% | — | Held |
| Mondelez Intl Inc | — | 1.12K | $60.3K | 0.0% | — | Held |
| Global X Fds | — | 2K | $59.2K | 0.0% | — | Held |
| Micron Technology Inc | MU | 202 | $57.7K | 0.0% | — | Held |
| Marsh & Mclennan Cos Inc | — | 298 | $55.3K | 0.0% | — | Held |
| Lvmh Moet Hennessy Lou Vuitton | — | 324 | $48.9K | 0.0% | — | Held |
| Ishares Silver Tr | — | 750 | $48.3K | 0.0% | — | Held |
| Constellation Brands, Inc. | STZ | 332 | $45.8K | 0.0% | — | Held |
| Nucor Corp | NUE | 264 | $43.1K | 0.0% | — | Held |
| Enterprise Prods Partners L | — | 1.25K | $40.1K | 0.0% | — | Held |
| Microchip Technology Inc. | — | 600 | $38.2K | 0.0% | — | Held |
| Tokyo Electron Ltd | — | 292 | $32.4K | 0.0% | — | Held |
| Illinois Tool Wks Inc | — | 131 | $32.3K | 0.0% | — | Held |
| Sony Group Corp | — | 1.25K | $31.9K | 0.0% | — | Held |
| Nestle Sa Adr | — | 300 | $29.6K | 0.0% | — | Held |
| Japan Exchange Group, Inc./ADR | OSCUF | 2.59K | $27.6K | 0.0% | — | Held |
| Elevance Health Inc Formerly | — | 75 | $26.3K | 0.0% | — | Held |
| Mercadolibre Inc | MELI | 12 | $24.2K | 0.0% | — | Held |
| Nvent Electric Plc | NVT | 184 | $18.8K | 0.0% | — | Held |
| Solstice Advanced Matls Inc | — | 379 | $18.4K | 0.0% | — | Held |
| Johnson Ctls Intl Plc | — | 138 | $16.5K | 0.0% | — | Held |
| Cisco Sys Inc | — | 208 | $16K | 0.0% | — | Held |
| Goldman Sachs Etf Tr | — | 116 | $15.4K | 0.0% | — | Held |
| Old Rep Intl Corp | — | 288 | $13.1K | 0.0% | — | Held |
| Vici Pptys Inc | — | 440 | $12.4K | 0.0% | — | Held |
| Ishares Tr | — | 245 | $11.9K | 0.0% | — | Held |
| Duke Energy Corp New | — | 101 | $11.8K | 0.0% | — | Held |
| Wisdomtree Tr | — | 225 | $10.9K | 0.0% | — | Held |
| Valero Energy Corp | — | 66 | $10.7K | 0.0% | — | Held |
| Metlife Inc | — | 136 | $10.7K | 0.0% | — | Held |
| Fidelity Merrimack Str Tr | — | 230 | $10.6K | 0.0% | — | Held |
| Waste Mgmt Inc Del | — | 47 | $10.3K | 0.0% | — | Held |
| American Elec Pwr Co Inc | — | 85 | $9.8K | 0.0% | — | Held |
| Unilever Plc | — | 148 | $9.68K | 0.0% | — | Held |
| Vanguard Index Fds | — | 29 | $8.42K | 0.0% | — | Held |
| Omnicom Group Inc. | OMC | 90 | $7.27K | 0.0% | — | Held |
| Firstenergy Corp | FE | 150 | $6.72K | 0.0% | — | Held |
| Nutrien Ltd. | NTR | 107 | $6.6K | 0.0% | — | Held |
| Invesco Exch Traded Fd Tr Ii | — | 20 | $5.06K | 0.0% | — | Held |
| Keycorp | — | 244 | $5.04K | 0.0% | — | Held |
| At&T Inc | — | 200 | $4.97K | 0.0% | — | Held |
| Hologic Inc | — | 45 | $3.35K | 0.0% | — | Held |
| Schwab Strategic Tr | — | 120 | $3.29K | 0.0% | — | Held |
| NXP Semiconductors N.V. | NXPI | 15 | $3.26K | 0.0% | — | Held |
| Sony Financial Grp Adr | — | 249 | $1.3K | 0.0% | — | Held |
| Edenred S A | — | 63 | $702 | 0.0% | — | Held |
Positions as of Q4 2025. 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.