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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
HOLXHologic Inc
Recent Activity
New Position
0.02%
$26,313
365 shares@ $72.1 avg price
NXPINxp Semiconductors Nv
Recent Activity
New Position
0.02%
$20,785
100 shares@ $207.85 avg price
GSLCGoldman Sachs Activebeta U.s. Large Cap Equity Etf
Recent Activity
New Position
0.01%
$13,361
116 shares@ $115.19 avg price
ISTBIshares Core 1-5 Year Usd Bond Etf
Recent Activity
New Position
0.01%
$11,704
245 shares@ $47.78 avg price
FBNDFidelity Total Bond Etf
Recent Activity
New Position
0.01%
$10,320
230 shares@ $44.87 avg price
DELLDell Technologies Inc
Recent Activity
New Position
0.01%
$8,182
71 shares@ $115.24 avg price
KLGWk Kellogg Co
Recent Activity
New Position
0.01%
$8,042
447 shares@ $18.0 avg price
GSKGsk Plc
Recent Activity
New Position
0.01%
$5,411
160 shares@ $33.82 avg price
QQQMInvesco Nasdaq 100 Etf
Recent Activity
New Position
0.01%
$4,209
20 shares@ $210.45 avg price
SCHDSchwab Us Dividend Equity Etf
Recent Activity
New Position
0.01%
$3,278
120 shares@ $27.32 avg price