Patrick Timothy Hegarty

@General Partner, Inc.

Latest period2024 - Q4

Reported15d ago

Managed Assets$166.02M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BLKBlackrock Inc Recent Activity Exited	0%	$225,034 237 shares@ $949.52 avg price	Exited
LRCXLam Resh Corp Recent Activity Exited	0%	$141,998 174 shares@ $816.09 avg price	Exited
MROMarathon Oil Corp Recent Activity Exited	0%	$78,292 2,940 shares@ $26.63 avg price	Exited
DOWDow Inc Recent Activity Exited	0%	$8,686 159 shares@ $54.63 avg price	Exited
TDToronto-dominion Bank Recent Activity Exited	0%	$6,959 110 shares@ $63.27 avg price	Exited
5850⤦Medtronic Plc Recent Activity Exited	0%	$5,222 58 shares@ $90.04 avg price	Exited
PFEPfizer Inc Recent Activity Exited	0%	$4,573 158 shares@ $28.95 avg price	Exited
VZVerizon Communications Inc Recent Activity Exited	0%	$4,491 100 shares@ $44.91 avg price	Exited