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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
VBRVanguard Small-cap Value Etf
Recent Activity
Increased 0.57%
3.42%
$5.674M
28,629 shares@ $198.18 avg price
BRK.BBerkshire Hathaway Inc
Recent Activity
Increased 0.91%
2.29%
$3.798M
8,380 shares@ $453.28 avg price
VBVanguard Small-cap Etf
Recent Activity
Increased 0.44%
1.97%
$3.258M
13,559 shares@ $240.29 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 3.24%
0.83%
$1.373M
12,766 shares@ $107.58 avg price
ACNAccenture Plc
Recent Activity
Increased 29.15%
0.22%
$350,735
997 shares@ $351.8 avg price
INTCIntel Corp
Recent Activity
Increased 6.46%
0.15%
$247,939
12,366 shares@ $20.06 avg price
COPConocophillips
Recent Activity
Increased 50.51%
0.14%
$221,348
2,232 shares@ $99.18 avg price
ASMLAsml Holding Nv
Recent Activity
Increased 13.69%
0.05%
$74,853
108 shares@ $693.09 avg price
AMGNAmgen Inc
Recent Activity
Increased 119.05%
0.05%
$71,937
276 shares@ $260.65 avg price
SONYSony Corporation
Recent Activity
Increased 400%
0.02%
$26,344
1,245 shares@ $21.16 avg price