General Partner, Inc.

CIK 0001800508 • 6 13F filings • Apr 4, 2025 – Jul 6, 2026

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Filer information

Filed by: General Partner, Inc., President
Address: 271 MABRICK AVENUE, PITTSBURGH, PA, 15228
Phone: 14123028641
AUM: $176.4M

AUM over time

$186.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $186.6M204 positionsView on SEC.gov

			% of Portfolio
A S M L HOLDING N.V.	CL	$444K	0.2%Prev: 0.1%	245 SH	Increased
Abbott Laboratories	CL	$623K	0.3%Prev: 0.5%	6,305 SH	Decreased-150 SH
AbbVie INC	CL	$133K	0.1%Prev: 0.1%	507 SH	Increased
ABBVIE INC.	CL	$402K	0.2%Prev: 0.2%	1,537 SH	Increased
Accenture PLC	CL	$160K	0.1%Prev: 0.1%	872 SH	Decreased-50 SH
ADOBE SYSTEMS INC	CL	$175K	0.1%Prev: 0.2%	728 SH	Decreased-50 SH
ADVANCED MICRO DEVICES INC	CL	$1.2M	0.6%Prev: 0.2%	1,906 SH	Increased
AGILENT TECHNOLOGIES INC	CL	$109K	0.1%Prev: 0.0%	635 SH	Increased
AIR PRODUCTS & CHEMICALS INC	CL	$97K	0.1%Prev: 0.1%	349 SH	Increased
Air Products and Chemicals Inc	CL	$367K	0.2%Prev: 0.2%	1,319 SH	Increased
ALPHABET INC-CL C	CL	$320K	0.2%Prev: 0.1%	940 SH	Increased
Alphabet Inc.	CL	$5.3M	2.9%Prev: 3.3%	15,647 SH	Decreased-8,900 SH
ALPHABET, INC.	CL	$4.7M	2.5%Prev: 2.7%	13,837 SH	Decreased-6,100 SH
Amazon.com Inc	CL	$3.4M	1.8%Prev: 1.7%	13,735 SH	Increased-600 SH
AMERICAN ELECTRIC POWER	CL	$10K	0.0%Prev: 0.0%	85 SH	Increased
AMERICAN EXPRESS COMPANY	CL	$269K	0.1%Prev: 0.2%	886 SH	Decreased-50 SH
American Tower Corp	CL	$276K	0.1%Prev: 0.0%	1,689 SH	Increased+1,514 SH
AMERICAN TOWER CORPORATION	CL	$115K	0.1%Prev: 0.1%	702 SH	Decreased
Amgen Inc	CL	$89K	0.0%Prev: 0.0%	211 SH	Increased
Apple Inc	CL	$12.6M	6.8%Prev: 9.0%	37,880 SH	Decreased-26,200 SH
Applied Materials Inc	CL	$522K	0.3%Prev: 0.1%	1,020 SH	Increased
ARES STRATEGIC INCOME FUND	CL	$2.5M	1.3%	2,500,000 SH	New
ASTRAZENECA PLC	CL	$62K	0.0%	384 SH	New
AUTOMATIC DATA PROCESSING	CL	$26K	0.0%Prev: 0.0%	100 SH	Decreased
Automatic Data Processing Inc	CL	$196K	0.1%Prev: 0.1%	759 SH	Decreased
Bank of America Corp	CL	$268K	0.1%	4,929 SH	New
BANK OF AMERICA CORPORATION	CL	$582K	0.3%Prev: 0.3%	10,687 SH	Increased-250 SH
Berkshire Hathaway Inc	CL	$24.7M	13.2%Prev: 14.1%	85 SH	Decreased-1,505 SH
BERKSHIRE HATHAWAY INC DEL CL B	CL	$3.2M	1.7%Prev: 1.8%	6,400 SH	Decreased
BERKSHIRE HATHAWAY INC-CL B	CL	$199K	0.1%Prev: 0.1%	400 SH	Decreased
BLACKROCK FUNDING, INC. OF DELAWARE	CL	$186K	0.1%Prev: 0.1%	176 SH	Decreased
BLACKROCK INC	CL	$65K	0.0%Prev: 0.0%	61 SH	Decreased
Broadcom INC	CL	$2.3M	1.2%Prev: 1.2%	6,630 SH	Increased
Cambria Global EW ETF	CL	$470K	0.3%Prev: 0.2%	8,555 SH	Increased
Carrier Global Corp	CL	$361K	0.2%Prev: 0.2%	6,583 SH	Decreased
CATERPILLAR INC	CL	$610K	0.3%Prev: 0.2%	752 SH	Increased
CHENIERE ENERGY INC	CL	$128K	0.1%Prev: 0.1%	475 SH	Increased
Chevron Corp	CL	$385K	0.2%Prev: 0.2%	1,887 SH	Increased
CHEVRON CORPORATION	CL	$556K	0.3%Prev: 0.2%	2,723 SH	Increased
CHUBB LIMITED	CL	$138K	0.1%Prev: 0.1%	425 SH	Increased
CISCO SYSTEMS INC	CL	$22K	0.0%Prev: 0.0%	208 SH	Increased
COCA - COLA CO	CL	$412K	0.2%Prev: 0.2%	4,785 SH	Increased-200 SH
ConocoPhillips	CL	$273K	0.1%Prev: 0.1%	2,182 SH	Increased-50 SH
CONSTELLATION BRANDS INC-A	CL	$38K	0.0%Prev: 0.0%	332 SH	Decreased
Costco Wholesale Corp	CL	$779K	0.4%Prev: 0.6%	856 SH	Decreased-350 SH
COSTCO WHSL CORP NEW	CL	$624K	0.3%Prev: 0.3%	686 SH	Decreased
DANAHER CORP	CL	$133K	0.1%Prev: 0.1%	600 SH	Increased
Devon Energy Corp	CL	$117K	0.1%Prev: 0.0%	2,544 SH	Increased
DUKE ENERGY CORP	CL	$12K	0.0%Prev: 0.0%	101 SH	Decreased
EATON CORP PLC	CL	$113K	0.1%Prev: 0.1%	264 SH	Increased
EDENRED	CL	$985	0.0%Prev: 0.0%	63 SH	Increased
ELEVANCE HEALTH INC	CL	$29K	0.0%Prev: 0.0%	75 SH	Increased
Eli Lilly & Co	CL	$677K	0.4%Prev: 0.3%	585 SH	Increased-25 SH
ENTERPRISE PRODUCTS PARTNERS	CL	$45K	0.0%Prev: 0.0%	1,250 SH	Increased
EQT Corp	CL	$242K	0.1%Prev: 0.1%	4,974 SH	Decreased
ExxonMobil Holdings Corp	CL	$2.0M	1.1%	12,578 SH	New
Fastenal Co	CL	$861K	0.5%Prev: 0.5%	17,378 SH	Decreased-2,000 SH
Fidelity Total Bond ETF	CL	$10K	0.0%	230 SH	New
FIRSTENERGY CORP	CL	$7K	0.0%Prev: 0.0%	150 SH	Decreased
Franklin FTSE Japan ETF	CL	$1.3M	0.7%Prev: 0.6%	30,295 SH	Increased
GE Aerospace Com	CL	$101K	0.1%Prev: 0.1%	325 SH	Increased
GLOBAL X AUTONOMOUS&ELEC-ETF	CL	$66K	0.0%Prev: 0.0%	2,000 SH	Increased
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	CL	$17K	0.0%Prev: 0.0%	116 SH	Increased
GOLDMAN SACHS GROUP INC	CL	$732K	0.4%Prev: 0.4%	813 SH	Increased-25 SH
Golub Capital BDC Inc	CL	$701K	0.4%Prev: 0.4%	55,541 SH	Decreased
GOLUB CAPITAL BDC LLC	CL	$853K	0.5%Prev: 0.5%	67,500 SH	Decreased
Hartford Insurance Group Inc/The	CL	$70K	0.0%Prev: 0.0%	575 SH	Decreased
HOME DEPOT INC	CL	$2.1M	1.1%Prev: 1.9%	7,477 SH	Decreased-875 SH
Home Depot Inc/The	CL	$252K	0.1%Prev: 0.2%	885 SH	Decreased
Honeywell Aerospace Inc	CL	$226K	0.1%	1,461 SH	New
Honeywell International Inc	CL	$308K	0.2%Prev: 0.2%	1,461 SH	Decreased-144 SH
ILLINOIS TOOL WKS INC	CL	$34K	0.0%Prev: 0.0%	131 SH	Decreased
Intel Corp	CL	$1.4M	0.7%Prev: 0.2%	11,616 SH	Increased
INTERNATIONAL BUSINESS MACHINES CORPORATION	CL	$87K	0.0%Prev: 0.1%	397 SH	Decreased
INTL BUSINESS MACHINES CORP	CL	$11K	0.0%Prev: 0.0%	52 SH	Decreased
INTUIT	CL	$52K	0.0%Prev: 0.1%	187 SH	Decreased
Invesco Nasdaq 100 ETF	CL	$6K	0.0%Prev: 0.0%	20 SH	Increased
ISHARES 0-3 MONTH TREASURY B	CL	$161K	0.1%Prev: 0.1%	1,600 SH	Increased+200 SH
iShares 5-10 Year Investment Grade Corporate Bond ETF	CL	$109K	0.1%Prev: 0.1%	2,165 SH	Increased+320 SH
iShares Core 1-5 Year USD Bond ETF	CL	$12K	0.0%Prev: 0.0%	255 SH	Increased+10 SH
iShares Core S&P Mid-Cap ETF	CL	$1.8M	1.0%Prev: 0.9%	25,246 SH	Increased
iShares Core S&P Small-Cap ETF	CL	$1.2M	0.6%Prev: 0.6%	8,780 SH	Increased
ISHARES RUSSELL 1000 GROWTH	CL	$3.4M	1.8%Prev: 1.7%	26,784 SH	Increased+20,088 SH
ISHARES RUSSELL 2000 GROWTH	CL	$71K	0.0%Prev: 0.0%	200 SH	Increased
ISHARES RUSSELL 2000 INDEX FUND	CL	$1.2M	0.6%Prev: 0.6%	4,176 SH	Increased
ISHARES SILVER TRUST	CL	$41K	0.0%Prev: 0.0%	750 SH	Increased
ISHARES TR S & P MIDCAP 400 INDEX FD	CL	$1.7M	0.9%Prev: 0.8%	23,050 SH	Increased
ISHARES TR S & P SMALLCAP 600	CL	$726K	0.4%Prev: 0.3%	5,335 SH	Increased
iShares Ultra Short Duration Bond Active ETF	CL	$10.4M	5.6%Prev: 4.8%	205,947 SH	Increased+33,172 SH
JAPAN EXCHANGE GROUP INC	CL	$37K	0.0%Prev: 0.0%	2,588 SH	Increased
Johnson & Johnson	CL	$2.9M	1.5%Prev: 1.1%	10,818 SH	Increased-300 SH
JOHNSON CONTROLS INTERNATION	CL	$21K	0.0%Prev: 0.0%	138 SH	Increased
JP MORGAN CHASE & CO	CL	$1.2M	0.7%Prev: 0.7%	3,750 SH	Decreased-250 SH
JPMorgan Chase & Co	CL	$1.2M	0.7%Prev: 0.6%	3,672 SH	Increased
KEYCORP	CL	$5K	0.0%Prev: 0.0%	244 SH	Increased
LAM RESEARCH CORP	CL	$427K	0.2%Prev: 0.1%	1,300 SH	Increased-200 SH
LAM RESEARCH CORPORATION	CL	$79K	0.0%Prev: 0.0%	240 SH	Increased
LINDE PLC	CL	$474K	0.3%Prev: 0.3%	998 SH	Decreased
LOCKHEED MARTIN CORP	CL	$416K	0.2%Prev: 0.2%	816 SH	Increased
LOWE'S COMPANIES INC	CL	$190K	0.1%Prev: 0.1%	1,033 SH	Decreased-50 SH
LOWE'S COS INC	CL	$37K	0.0%Prev: 0.0%	200 SH	Decreased
LVMH MOET HENNESSY LOUIS VUITTON SA ADR	CL	$29K	0.0%Prev: 0.0%	324 SH	Decreased
Mastercard Inc	CL	$3.5M	1.9%Prev: 2.7%	6,303 SH	Decreased-2,300 SH
MASTERCARD INC - A	CL	$110K	0.1%Prev: 0.1%	200 SH	Decreased
MC DONALD'S CORPORATION	CL	$260K	0.1%Prev: 0.2%	1,126 SH	Decreased-50 SH
MC DONALD'S-CORP	CL	$4K	0.0%Prev: 0.0%	19 SH	Decreased
McDonald's CORP	CL	$518K	0.3%Prev: 0.4%	2,244 SH	Decreased
MCKESSON CORPORATION	CL	$200K	0.1%Prev: 0.1%	234 SH	Increased
Medtronic PLC	CL	$535K	0.3%Prev: 0.3%	6,199 SH	Decreased
MERCADOLIBRE INC	CL	$21K	0.0%Prev: 0.0%	12 SH	Decreased
Merck & Co Inc	CL	$1.3M	0.7%Prev: 0.4%	8,686 SH	Increased
Meta Platforms Inc	CL	$2.3M	1.2%Prev: 1.4%	3,108 SH	Decreased-450 SH
METLIFE INC	CL	$13K	0.0%Prev: 0.0%	136 SH	Increased
MICROCHIP TECHNOLOGY INC	CL	$47K	0.0%Prev: 0.0%	600 SH	Increased
MICRON TECHNOLOGY INC	CL	$215K	0.1%Prev: 0.0%	202 SH	Increased
Microsoft Corp	CL	$5.4M	2.9%Prev: 3.9%	10,491 SH	Decreased-3,100 SH
MICROSOFT CORPORATION	CL	$3.4M	1.8%Prev: 2.1%	6,660 SH	Decreased-800 SH
MIDCAP SPDR TRUST SERIES 1 STANDARD & POOR'S MIDCAP 400	CL	$975K	0.5%Prev: 0.5%	1,484 SH	Increased
MOBILITY GLOBAL INC	CL	$4K	0.0%	218 SH	New
MONDELEZ INTERNATIONAL	CL	$65K	0.0%Prev: 0.0%	1,121 SH	Decreased
Mondelez International Inc	CL	$237K	0.1%	4,095 SH	New
MONSTER BEVERAGE CORPORATION	CL	$201K	0.1%Prev: 0.1%	4,840 SH	Increased+2,420 SH
Moody's Corp	CL	$1.2M	0.6%Prev: 0.9%	2,545 SH	Decreased-750 SH
MORGAN STANLEY	CL	$199K	0.1%Prev: 0.1%	1,057 SH	Increased-50 SH
NESTLE SA-SPONS ADR	CL	$27K	0.0%Prev: 0.0%	300 SH	Decreased
NextEra Energy Inc	CL	$2.2M	1.2%Prev: 1.4%	29,098 SH	Decreased-4,500 SH
NIKE Inc	CL	$113K	0.1%Prev: 0.1%	3,180 SH	Decreased
NIKE INC CLASS B STOCK	CL	$71K	0.0%Prev: 0.1%	2,001 SH	Decreased-100 SH
NOVO NORDISK A/S ADR	CL	$79K	0.0%Prev: 0.1%	2,080 SH	Decreased
Nucor Corp	CL	$62K	0.0%Prev: 0.0%	264 SH	Increased
NUTRIEN LTD	CL	$8K	0.0%Prev: 0.0%	107 SH	Increased
NVENT ELECTRIC PLC	CL	$30K	0.0%Prev: 0.0%	184 SH	Increased
NVIDIA Corp	CL	$3.4M	1.8%Prev: 1.0%	14,871 SH	Increased+5,221 SH
NXP Semiconductors NV	CL	$4K	0.0%Prev: 0.0%	15 SH	Increased
OLD REPUBLIC INTL CORP	CL	$11K	0.0%Prev: 0.0%	288 SH	Decreased
OMNICOM GROUP	CL	$7K	0.0%Prev: 0.0%	90 SH	Decreased
ONEOK INC	CL	$85K	0.0%Prev: 0.0%	1,000 SH	Increased
ORACLE CORP	CL	$301K	0.2%Prev: 0.3%	2,190 SH	Decreased
Otis Worldwide Corp	CL	$195K	0.1%Prev: 0.2%	3,029 SH	Decreased
Paychex Inc	CL	$61K	0.0%Prev: 0.0%	618 SH	Decreased
PepsiCo Inc	CL	$611K	0.3%Prev: 0.4%	4,818 SH	Decreased-750 SH
PHILIP MORRIS INTERNATIONAL	CL	$15K	0.0%Prev: 0.0%	80 SH	Increased
Philip Morris International Inc	CL	$1.1M	0.6%Prev: 0.5%	5,688 SH	Increased
Phillips 66	CL	$333K	0.2%Prev: 0.1%	1,303 SH	Increased
PLAINS GP HOLDINGS LP	CL	$142K	0.1%Prev: 0.1%	5,500 SH	Increased
Procter & Gamble CO/THE	CL	$400K	0.2%Prev: 0.3%	2,752 SH	Decreased-750 SH
PROLOGIS, INC.	CL	$69K	0.0%Prev: 0.0%	533 SH	Increased
PulteGroup Inc	CL	$83K	0.0%Prev: 0.1%	718 SH	Decreased
QUALCOMM INC	CL	$451K	0.2%Prev: 0.2%	2,450 SH	Increased
RAYTHEON TECHNOLOGIES CORP	CL	$40K	0.0%Prev: 0.0%	213 SH	Increased
RTX Corp	CL	$704K	0.4%Prev: 0.4%	3,792 SH	Increased-400 SH
S & P GLOBAL INC.	CL	$86K	0.0%Prev: 0.1%	218 SH	Decreased
S P D R PORTFOLIO HIGH YIELD BOND ETF	CL	$587K	0.3%Prev: 0.3%	26,000 SH	Decreased
S&P Global Inc	CL	$89K	0.0%Prev: 0.1%	225 SH	Decreased
Schwab US Dividend Equity ETF	CL	$4K	0.0%Prev: 0.0%	120 SH	Increased
SEMPRA ENERGY	CL	$113K	0.1%Prev: 0.1%	1,450 SH	Decreased
SOLSTICE ADV MATERIALS INC	CL	$3K	0.0%	50 SH	New
SONY CORPORATION	CL	$29K	0.0%Prev: 0.0%	1,245 SH	Decreased
SONY FINANCIAL GROUP INC	CL	$1K	0.0%	249 SH	New
SPDR GOLD SHARES	CL	$229K	0.1%Prev: 0.1%	600 SH	Increased
SPDR S&P 500 ETF TRUST	CL	$3.1M	1.7%Prev: 1.5%	4,088 SH	Increased
STARBUCKS CORP	CL	$378K	0.2%Prev: 0.2%	4,018 SH	Increased-200 SH
SYNOPSYS INC	CL	$97K	0.1%Prev: 0.1%	223 SH	Decreased
Taiwan Semiconductor Manufacturing Co Ltd	CL	$1.8M	1.0%Prev: 0.6%	4,004 SH	Increased
TAIWAN SEMICONDUCTOR MFG CO LTD SPONSORED ADR	CL	$1.1M	0.6%Prev: 0.4%	2,468 SH	Increased
TARGA RESOURCES CORP	CL	$365K	0.2%Prev: 0.1%	1,350 SH	Increased
Target Corp	CL	$217K	0.1%Prev: 0.1%	1,382 SH	Increased-1,000 SH
TEXAS INSTRUMENTS INC	CL	$388K	0.2%Prev: 0.1%	1,387 SH	Increased
THE PROCTER & GAMBLE COMPANY	CL	$418K	0.2%Prev: 0.2%	2,875 SH	Decreased
THERMO FISHER SCIENTIFIC INC.	CL	$158K	0.1%Prev: 0.1%	234 SH	Increased
TJX Cos Inc/The	CL	$1.1M	0.6%Prev: 0.6%	8,094 SH	Decreased
TOKYO ELECTRON LIMITED	CL	$55K	0.0%	292 SH	New
TOTALENERGIES SE	CL	$86K	0.0%	1,000 SH	New
Trane Technologies PLC	CL	$82K	0.0%Prev: 0.0%	182 SH	Increased
UBER TECHNOLOGIES, INC.	CL	$489K	0.3%Prev: 0.4%	7,132 SH	Decreased
UNILEVER PLC-SPONSORED ADR	CL	$9K	0.0%Prev: 0.0%	148 SH	Decreased-19 SH
UNION PAC CORP	CL	$324K	0.2%Prev: 0.2%	1,191 SH	Increased
Union Pacific Corp	CL	$1.6M	0.8%Prev: 0.8%	5,766 SH	Increased-250 SH
UNITED PARCEL SERVICE CL B	CL	$70K	0.0%Prev: 0.0%	745 SH	Increased-50 SH
United Rentals Inc	CL	$77K	0.0%Prev: 0.0%	77 SH	Increased
UnitedHealth Group INC	CL	$512K	0.3%Prev: 0.3%	1,396 SH	Increased-50 SH
VALERO ENERGY CORP	CL	$26K	0.0%Prev: 0.0%	66 SH	Increased
VANGUARD EMERGING MARKETS ETF	CL	$950K	0.5%Prev: 0.5%	16,016 SH	Increased
VANGUARD FTSE DEVELOPED ETF	CL	$35K	0.0%Prev: 0.0%	500 SH	Increased
VANGUARD FTSE DEVELOPED MARKETS ETF	CL	$3.9M	2.1%Prev: 1.8%	55,079 SH	Increased
Vanguard FTSE Emerging Markets ETF	CL	$3.2M	1.7%Prev: 0.6%	53,982 SH	Increased+33,000 SH
Vanguard Morningstar Large-Cap ETF	CL	$2.0M	1.1%	5,700 SH	New
Vanguard Morningstar Mid-Cap ETF	CL	$9K	0.0%	116 SH	New
Vanguard Morningstar Small-Cap ETF	CL	$10K	0.0%	34 SH	New
Vanguard Morningstar Small-Cap Value ETF	CL	$3.1M	1.7%	13,606 SH	New
VANGUARD REAL ESTATE ETF	CL	$1.1M	0.6%Prev: 0.6%	12,632 SH	Decreased
VANGUARD S&P 500 ETF	CL	$280K	0.2%Prev: 0.1%	400 SH	Increased
VANGUARD SHORT-TERM TREASURY	CL	$161K	0.1%Prev: 0.1%	2,800 SH	Increased+100 SH
VANGUARD SMALL-CAP VALUE ETF	CL	$5.2M	2.8%Prev: 3.4%	22,330 SH	Decreased-7,029 SH
VANGUARD SMALL-CAP VIPERS	CL	$3.8M	2.1%Prev: 1.9%	13,500 SH	Increased
Vanguard Tax-Exempt Bond Index ETF	CL	$228K	0.1%Prev: 0.1%	4,808 SH	Increased+348 SH
Vanguard Total Bond Market ETF	CL	$3.2M	1.7%Prev: 1.9%	45,848 SH	Decreased
Visa Inc	CL	$772K	0.4%Prev: 0.4%	2,149 SH	Increased
VISA INC-CLASS A SHRS	CL	$893K	0.5%Prev: 0.5%	2,485 SH	Increased-100 SH
WAL MART STORES INC	CL	$700K	0.4%Prev: 0.4%	6,734 SH	Decreased-100 SH
Walmart Inc	CL	$1.2M	0.6%Prev: 0.7%	11,596 SH	Decreased-1,600 SH
Waste Management Inc	CL	$10K	0.0%Prev: 0.0%	47 SH	Decreased
WILLIAMS COS INC	CL	$290K	0.2%Prev: 0.1%	4,264 SH	Increased
WisdomTree International Hedged Quality Dividend Growth Fund	CL	$12K	0.0%Prev: 0.0%	225 SH	Increased

Sold (vs prior filing)

ASTRAZENECA PLC SPONSORED ADR — $59K
AT&T INC — $6K
AVALONBAY COMMUNITIES INC — $7K
BRISTOL-MYERS SQUIBB CO — $5K
Exxon Mobil Corp — $1.4M
Hologic Inc — $3K
HONEYWELL INTL INC — $278K
ISHARES RUSSELL 3000 VALUE INDEX FUND — $2.6M
Kellanova — $42K
MARSH & MCLENNAN COS INC — $60K
TOKYO ELECTRON LTD - UNSPONSORED ADR — $26K
TOTAL SE — $60K
UNITED PARCEL SERVICE-CL B — $4K
Vanguard Large-Cap ETF — $1.8M
Vanguard Small-Cap ETF — $15K
VICI PROPERTIES INC — $21K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 6, 2026	Q4 2025	13F-HR	0001800508-26-000001	$176.4M	View
Oct 5, 2026	Q3 2026	13F-HR	0001800508-26-000004	$186.6M	View
Oct 8, 2025	Q3 2025