Institutional Fund
General Partner, Inc.
Pittsburgh, PACIK 18005085 filings on record
Portfolio Value
$164.19M
Q1 2026
Holdings
165
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-6.9%
from $176.38M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Berkshire Hathaway Inc Del14.4%
- Apple Inc8.9%
- Alphabet Inc5.7%
- Vanguard Index Fds4.8%
- Microsoft Corp4.2%
- Mastercard Incorporated2.4%
- Other59.6%
Portfolio Holdings
165 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 33 | $23.70M | 14.4% | 0 | Held |
| 2 | Apple Inc | 57.4K | $14.57M | 8.9% | −3.3K | Reduced |
| 3 | Alphabet Inc | 32.5K | $9.33M | 5.7% | −2.5K | Reduced |
| 4 | Vanguard Index Fds | 35.9K | $7.81M | 4.8% | +6.5K | Added |
| 5 | Microsoft Corp | 18.9K | $6.98M | 4.2% | −1.6K | Reduced |
| 6 | Mastercard Incorporated | 7.9K | $3.95M | 2.4% | −700 | Reduced |
| 7 | Vanguard Tax-Managed Fds | 55.6K | $3.56M | 2.2% | 0 | Held |
| 8 | Vanguard Index Fds | 13.5K | $3.54M | 2.2% | 0 | Held |
| 9 | Berkshire Hathaway Inc Del | 7.4K | $3.53M | 2.1% | −700 | Reduced |
| 10 | Ishares Tr | 48.3K | $3.26M | 2.0% | 0 | Held |
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