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Patrick Timothy Hegarty

@General Partner, Inc.

Latest period2024 - Q4ReportedManaged Assets$166.02MTotal holdings173
Assets growth rate3.14%Assets growth rate (2-Q avg)2.99%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in General Partner, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 173 positions.

Assets under management

The assets under management (AUM) of General Partner, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 166.02M in assets, with a quarterly growth rate of 3.14% and a 2-quarter average growth rate of 2.99%. The portfolio is managed by Patrick Timothy Hegarty, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BRK.ABerkshire Hathaway Inc
Recent Activity
13.54%
$22.47M
33 shares@ $680920.0 avg price
AAPLApple Inc
Recent Activity
Decreased -2.57%
11.64%
$19.313M
77,123 shares@ $250.43 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -3.95%
6.17%
$10.243M
24,301 shares@ $421.51 avg price
GOOGAlphabet Inc.
Recent Activity
Decreased -4.17%
4.48%
$7.433M
39,029 shares@ $190.45 avg price
MAMastercard Inc
Recent Activity
Decreased -5.8%
3.61%
$5.978M
11,353 shares@ $526.57 avg price
VBRVanguard Small-cap Value Etf
Recent Activity
Increased 0.57%
3.42%
$5.674M
28,629 shares@ $198.18 avg price
HDHome Depot Inc The
Recent Activity
2.34%
$3.885M
9,987 shares@ $388.99 avg price
BRK.BBerkshire Hathaway Inc
Recent Activity
Increased 0.91%
2.29%
$3.798M
8,380 shares@ $453.28 avg price
BNDVanguard Total Bond Market Etf
Recent Activity
1.99%
$3.297M
45,848 shares@ $71.92 avg price
VBVanguard Small-cap Etf
Recent Activity
Increased 0.44%
1.97%
$3.258M
13,559 shares@ $240.29 avg price