Patrick Timothy Hegarty

General Partner, Inc.

Assets Managed

$185.875M

Holdings

167

Last Quarter

2026 - Q2

Filed Date

4d ago

Growth Rate

13.21%(2Q avg: 3.15%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in General Partner, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 167 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 185.875M in assets, with a quarterly growth rate of 13.21% and a 2-quarter average growth rate of 3.15%. The portfolio is managed by Patrick Timothy Hegarty, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
BRK.A Berkshire Hathaway Inc-cl A Recent Activity	13.3%	$24.712M 33 shares@ $748850.0 avg price
AAPL Apple Inc Recent Activity Decreased -18.02%	7.33%	$13.616M 47,055 shares@ $289.37 avg price	Decreased -18.02%
GOOG Alphabet Inc-cl C Recent Activity Decreased -8.45%	5.67%	$10.522M 29,779 shares@ $353.33 avg price	Decreased -8.45%
VBR Vanguard Small-cap Value Etf Recent Activity	4.7%	$8.732M 35,936 shares@ $242.99 avg price
ICSH Ishares Ult Stba Etf Usd Inc Recent Activity Increased 3383.6%	3.78%	$7.013M 138,647 shares@ $50.58 avg price	Increased 3383.6%
MSFT Microsoft Corp Recent Activity Decreased -2.65%	3.69%	$6.845M 18,351 shares@ $373.02 avg price	Decreased -2.65%
VB Vanguard Small-cap Etf Recent Activity	2.21%	$4.102M 13,534 shares@ $303.12 avg price
VEA Vanguard Ftse Developed Etf Recent Activity	2.14%	$3.96M 55,579 shares@ $71.26 avg price
MA Mastercard Inc - A Recent Activity Decreased -3.16%	2.12%	$3.931M 7,653 shares@ $513.61 avg price	Decreased -3.16%
IJH Ishares Core S&p Midcap Etf Recent Activity	2.01%	$3.724M 48,296 shares@ $77.12 avg price

1-10 of 167