General American Investors Co Inc Portfolio Stock Holdings
According to the SEC 13F filed on July 31, 2026, General American Investors Co Inc disclosed 69 stock positions valued at approximately $1.65B as of quarter-end June 30, 2026. The largest holdings include ASML Holding N.V., GE Vernova Inc., and Berkshire Hathaway Inc..
- Report Period
- June 30, 2026
- No. of Stocks
- 69
- Portfolio Value
- $1.65B
Holdings by Sector
General American Investors Co Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ASML Holding N.V. | ASML | Other | 6.63% | 55,000 | - | - | $109,419,200 |
| GE Vernova Inc. | GEV | Utilities | 5.06% | 71,000 | -20,000 | -21.98% | $83,415,060 |
| Berkshire Hathaway Inc. | BRK-A | Financial Services | 4.99% | 110 | - | - | $82,373,500 |
| Apple Inc. | AAPL | Technology | 4.66% | 265,705 | - | - | $76,884,399 |
| Alphabet Inc. - Class C | GOOG | Communication Services | 4.50% | 209,923 | - | - | $74,172,094 |
| TJX Companies, Inc./The | TJX | Consumer Cyclical | 4.45% | 484,752 | - | - | $73,439,928 |
| Republic Services, Inc. | RSG | Industrials | 4.34% | 335,625 | - | - | $71,514,975 |
| Amazon.com, Inc. | AMZN | Consumer Cyclical | 4.20% | 291,000 | +5,000 | +1.75% | $69,356,940 |
| Broadcom Inc. | AVGO | Technology | 3.16% | 138,000 | - | - | $52,129,500 |
| Arch Capital Group Ltd. | ACGL | Financial Services | 3.12% | 530,200 | - | - | $51,461,212 |
| Microsoft Corporation | MSFT | Technology | 2.97% | 131,400 | +5,000 | +3.96% | $49,014,828 |
| Everest Group, Ltd. | EG | Other | 2.66% | 122,909 | -6,287 | -4.87% | $43,906,782 |
| NVIDIA Corporation | NVDA | Technology | 2.50% | 205,979 | +45,000 | +27.95% | $41,214,338 |
| Cameco Corporation | CCJ | Energy | 2.09% | 339,230 | - | - | $34,553,968 |
| Marvell Technology, Inc. | MRVL | Technology | 2.02% | 112,000 | -40,000 | -26.32% | $33,363,680 |
| Costco Wholesale Corporation | COST | Consumer Defensive | 1.87% | 33,000 | - | - | $30,870,510 |
| Nelnet, Inc. - Class A | NNI | Financial Services | 1.87% | 230,998 | -3,028 | -1.29% | $30,798,963 |
| RTX Corporation | RTX | Industrials | 1.84% | 160,000 | +10,000 | +6.67% | $30,356,800 |
| Solventum Corporation | SOLV | Healthcare | 1.76% | 377,350 | - | - | $29,112,553 |
| Agnico Eagle Mines Limited | AEM | Basic Materials | 1.69% | 179,272 | -10,000 | -5.28% | $27,810,465 |
| Merck & Co., Inc. | MRK | Healthcare | 1.59% | 204,326 | - | - | $26,255,891 |
| JPMorgan Chase & Co. | JPM | Financial Services | 1.59% | 80,000 | - | - | $26,186,400 |
| M&T Bank Corporation | MTB | Financial Services | 1.46% | 101,100 | - | - | $24,062,811 |
| Onto Innovation Inc. | ONTO | Technology | 1.38% | 60,000 | -20,000 | -25.00% | $22,707,000 |
| Regeneron Pharmaceuticals, Inc | REGN | Healthcare | 1.37% | 36,362 | +5,000 | +15.94% | $22,673,161 |
| Dominion Energy, Inc. | D | Utilities | 1.20% | 290,000 | - | - | $19,804,100 |
| Energy Transfer LP | ET | Energy | 1.18% | 1,020,030 | - | - | $19,502,974 |
| L3Harris Technologies, Inc. | LHX | Industrials | 1.16% | 65,785 | - | - | $19,116,463 |
| Uber Technologies, Inc. | UBER | Technology | 1.14% | 260,583 | +50,000 | +23.74% | $18,803,669 |
| Gilead Sciences, Inc. | GILD | Healthcare | 1.11% | 144,900 | +25,000 | +20.85% | $18,306,666 |
Showing 30 of 69 holdings in the latest reporting period.
General American Investors Co Inc Options Holdings in Q2 2026
Showing 4 of 4 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.