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Livermore
Livermore
ZHEN

General Partner, Inc.

SEC CIK
0001800508
Latest filing
Jul 6, 2026

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed Apr 7, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
126
−82 vs. Q4 2022
Portfolio value
$113.8M
+$5.04M (+4.6%) vs. Q4 2022
Filed
Apr 7, 2023
SEC
Holdings of General Partner, Inc. in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.ABerkshire Hathaway IncCL A33$15.8M13.9%00.0%UnchangedHistory
AAPLApple Inc.Stock94,197$15.5M13.6%+1,950+2.1%AddedHistory
MSFTMicrosoft CorpStock29,762$8.66M7.6%+500+1.7%AddedHistory
MAMastercard IncStock15,197$5.50M4.8%+200+1.3%AddedHistory
GOOGAlphabet Inc.Stock43,540$4.70M4.1%+940+2.2%AddedHistory
HDHome Depot, Inc.Stock13,229$3.90M3.4%+22+0.2%AddedHistory
Vanguard Total Bond Market ETF921937835ETF45,400$3.38M3.0%+15,800+53.4%Added–
NEENextera Energy IncStock42,968$3.33M2.9%+80+0.2%AddedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF18,900$2.97M2.6%00.0%Unchanged–
JNJJohnson & JohnsonStock18,081$2.95M2.6%+67+0.4%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF13,500$2.56M2.2%00.0%Unchanged–
BRK.BBerkshire Hathaway IncStock6,964$2.16M1.9%+150+2.2%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF8,660$2.14M1.9%00.0%Unchanged–
MCOMoodys CorpStock6,291$1.88M1.7%00.0%UnchangedHistory
AMZNAmazon Com IncStock17,940$1.84M1.6%−1,000−5.3%ReducedHistory
UNPUnion Pacific CorpStock8,885$1.77M1.6%00.0%UnchangedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF9,000$1.68M1.5%00.0%Unchanged–
GBDCGolub Capital BDC, Inc.COM122,500$1.65M1.5%00.0%UnchangedHistory
Vanguard Ftse Developed Markets ETF921943858ETF35,500$1.60M1.4%00.0%Unchanged–
iShares Core S&P Small Cap ETF464287804ETF12,960$1.23M1.1%00.0%Unchanged–
JPMJPMorgan Chase & CoStock9,276$1.20M1.1%+90+1.0%AddedHistory
XOMExxonMobil Holdings CorpCOM9,797$1.12M1.0%+82+0.8%AddedHistory
COSTCostco Wholesale CorpStock2,065$1.01M0.9%00.0%UnchangedHistory
NKENIKE, Inc.Stock7,869$951.1K0.8%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock4,304$926.8K0.8%00.0%UnchangedHistory
VVisa Inc.Stock3,984$899.5K0.8%00.0%UnchangedHistory
WMTWalmart Inc.Stock5,887$883.1K0.8%00.0%UnchangedHistory
Vanguard Real Estate ETF922908553ETF9,800$813.7K0.7%+200+2.1%Added–
MCDMcDonalds CorpStock2,728$769.9K0.7%+19+0.7%AddedHistory
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF30,000$765.0K0.7%00.0%Unchanged–
PEPPepsiCo IncStock3,975$729.7K0.6%+44+1.1%AddedHistory
MRKMerck & Co., Inc.Stock6,493$718.1K0.6%+578+9.8%AddedHistory
PGProcter & Gamble CoStock4,575$691.6K0.6%+319+7.5%AddedHistory
TJXTJX Companies IncStock8,500$663.4K0.6%00.0%UnchangedHistory
TGTTarget CorpStock3,962$656.1K0.6%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock6,180$641.1K0.6%00.0%UnchangedHistory
FASTFastenal CoStock12,420$639.4K0.6%00.0%UnchangedHistory
MDTMedtronic plcStock7,448$598.1K0.5%+58+0.8%AddedHistory
APDAir Products & Chemicals, Inc.Stock2,000$564.0K0.5%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock5,739$563.6K0.5%+80+1.4%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR6,090$555.5K0.5%00.0%UnchangedHistory
SBUXStarbucks CorpStock4,996$520.3K0.5%−80−1.6%ReducedHistory
ABTAbbott LaboratoriesStock4,939$511.1K0.4%00.0%UnchangedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF12,630$510.3K0.4%00.0%Unchanged–
INTCIntel CorpStock15,503$508.7K0.4%00.0%UnchangedHistory
CVXChevron CorpStock2,994$496.2K0.4%+79+2.7%AddedHistory
UNHUnitedHealth Group IncStock1,002$494.2K0.4%00.0%UnchangedHistory
RTXRTX CorpStock4,840$475.3K0.4%00.0%UnchangedHistory
BACBank of America CorpStock15,817$448.7K0.4%00.0%UnchangedHistory
HONHoneywell International IncCOM2,328$443.9K0.4%+200+9.4%AddedHistory
TAT&T Inc.Stock19,506$383.3K0.3%+354+1.8%AddedHistory
AMTAmerican Tower CorpREIT1,675$346.2K0.3%+175+11.7%AddedHistory
LMTLockheed Martin CorpStock715$340.3K0.3%+129+22.0%AddedHistory
LINLinde PLCStock952$338.4K0.3%00.0%UnchangedHistory
KOCoca Cola CoStock4,985$309.2K0.3%00.0%UnchangedHistory
ADBEAdobe Inc.Stock778$299.8K0.3%00.0%UnchangedHistory
QCOMQualcomm IncStock2,273$289.6K0.3%+89+4.1%AddedHistory
GSGoldman Sachs Group IncStock838$274.1K0.2%00.0%UnchangedHistory
CARRCarrier Global CorpStock6,000$250.8K0.2%00.0%UnchangedHistory
MDLZMondelez International, Inc.Stock3,500$248.7K0.2%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock3,000$235.5K0.2%−480−13.8%ReducedHistory
DHRDanaher CorpStock836$210.7K0.2%00.0%UnchangedHistory
ACNAccenture plcStock713$203.8K0.2%00.0%UnchangedHistory
TXNTexas Instruments IncStock1,079$200.7K0.2%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock312$196.8K0.2%+29+10.2%AddedHistory
AMDAdvanced Micro Devices IncStock1,772$173.7K0.2%00.0%UnchangedHistory
BLKBlackRock, Inc.COM237$157.8K0.1%+61+34.7%AddedHistory
LOWLowes Companies IncStock786$156.9K0.1%+200+34.1%AddedHistory
AXPAmerican Express CoStock936$154.4K0.1%00.0%UnchangedHistory
SPGIS&P Global Inc.Stock441$151.2K0.1%00.0%UnchangedHistory
Vanguard S&P 500 ETF922908363ETF400$150.4K0.1%+400New–
ORCLOracle CorpStock1,471$136.7K0.1%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock234$134.9K0.1%00.0%UnchangedHistory
MNSTMonster Beverage CorpCOM2,420$130.7K0.1%00.0%UnchangedConverted for a 2-for-1 splitHistory
IBMInternational Business Machines CorpStock949$124.4K0.1%+52+5.8%AddedHistory
UPSUnited Parcel Service IncStock623$120.6K0.1%+47+8.2%AddedHistory
iShares Tr46436E7180-3 MTH TREASURY1,200$120.4K0.1%+1,200New–
MOAltria Group, Inc.Stock2,508$111.9K0.1%−1,252−33.3%ReducedHistory
GLDSPDR Gold TrustETF600$111.9K0.1%+600NewHistory
BMYBristol Myers Squibb CoStock1,601$111.1K0.1%+101+6.7%AddedHistory
COPConocoPhillipsStock1,061$106.1K0.1%+121+12.9%AddedHistory
ADPAutomatic Data Processing IncStock475$105.1K0.1%+100+26.7%AddedHistory
PFEPfizer IncStock2,368$96.7K0.1%+158+7.1%AddedHistory
CATCaterpillar IncStock418$95.1K0.1%+27+6.9%AddedHistory
BDXBecton Dickinson & CoStock341$86.8K0.1%00.0%UnchangedHistory
AMATApplied Materials IncStock691$84.9K0.1%00.0%UnchangedHistory
DVNDevon Energy CorpStock1,570$83.1K0.1%00.0%UnchangedHistory
PSXPhillips 66Stock740$75.0K0.1%00.0%UnchangedHistory
STZConstellation Brands, Inc.Stock332$75.0K0.1%00.0%UnchangedHistory
LRCXLam Research CorpCOM150$74.1K0.1%−16−9.6%ReducedHistory
MROMarathon Oil CorpCOM2,940$70.4K0.1%00.0%UnchangedHistory
Intl Game Tech PLC Com459902102Equity2,000$52.0K<0.1%+2,000New–
MCHPMicrochip Technology IncStock600$47.2K<0.1%+600NewHistory
CVSCVS Health CorpStock604$46.8K<0.1%+604NewHistory
Global X FDS37954Y624AUTONMOUS EV ETF2,000$45.4K<0.1%+2,000New–
iShares Russell 2000 Growth ETF464287648ETF200$44.2K<0.1%+200New–
ELEstee Lauder Companies IncCL A175$42.2K<0.1%+114+186.9%AddedHistory
PHMPultegroup IncCOM711$41.1K<0.1%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock250$40.4K<0.1%+250NewHistory
Nestle SA ADR641069406COM300$37.7K<0.1%+300New–

Sold out since Q4 2022 (115)

Positions held at the end of Q4 2022 that are gone from this filing.

The largest 100 of 115 by value last quarter.

Positions of General Partner, Inc. sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
GISGeneral Mills IncStock1,170$98.1K0.1%History
CICigna GroupStock280$92.8K0.1%History
PCARPaccar IncCOM930$92.0K0.1%History
IQVIQVIA Holdings Inc.Stock437$89.5K0.1%History
NOWServiceNow, Inc.Stock211$81.9K0.1%History
PPGPPG Industries IncStock647$81.4K0.1%History
SOSouthern CoStock1,130$80.7K0.1%History
CMGChipotle Mexican Grill IncCOM57$79.1K0.1%History
TMUST-Mobile US, Inc.Stock563$78.8K0.1%History
BIIBBiogen Inc.COM284$78.6K0.1%History
HUMHumana IncStock151$77.3K0.1%History
DGDollar General CorpCOM311$76.6K0.1%History
CMICummins IncStock306$74.1K0.1%History
PEGPublic Service Enterprise Group IncCOM1,210$74.1K0.1%History
EDConsolidated Edison IncStock770$73.4K0.1%History
EFXEquifax IncCOM364$70.7K0.1%History
PLDPrologis, Inc.REIT623$70.2K0.1%History
ZTSZoetis Inc.Stock473$69.3K0.1%History
WECWec Energy Group, Inc.Stock730$68.4K0.1%History
CHTRCharter Communications, Inc.CL A196$66.5K0.1%History
CCitigroup IncStock1,454$65.8K0.1%History
CHDChurch & Dwight Co IncCOM810$65.3K0.1%History
WTWWillis Towers Watson PLCSHS263$64.3K0.1%History
MSCIMSCI Inc.Stock138$64.2K0.1%History
ADSKAutodesk, Inc.COM340$63.5K0.1%History
ROPRoper Technologies IncStock146$63.1K0.1%History
ICEIntercontinental Exchange, Inc.Stock602$61.8K0.1%History
EAElectronic Arts Inc.COM502$61.3K0.1%History
SHWSherwin Williams CoCOM256$60.8K0.1%History
RMDResmed IncCOM291$60.6K0.1%History
MKCMcCormick & Co IncStock719$59.6K0.1%History
KHCKraft Heinz CoStock1,460$59.4K0.1%History
KRKroger CoStock1,330$59.3K0.1%History
ILMNIllumina, Inc.COM292$59.0K0.1%History
AEEAmeren CorpCOM650$57.8K0.1%History
DTEDte Energy CoCOM485$57.0K0.1%History
EWEdwards Lifesciences CorpStock758$56.6K0.1%History
BKNGBooking Holdings Inc.Stock28$56.4K0.1%History
COFCapital One Financial CorpStock595$55.3K0.1%History
GLWCorning IncCOM1,700$54.3K<0.1%History
ROKRockwell Automation, IncStock210$54.1K<0.1%History
FISFidelity National Information Services, Inc.Stock793$53.8K<0.1%History
LHLabcorp Holdings Inc.COM NEW227$53.5K<0.1%History
IDXXIDEXX Laboratories IncCOM130$53.0K<0.1%History
TROWPrice T Rowe Group IncStock485$52.9K<0.1%History
BBYBest Buy Co IncStock639$51.3K<0.1%History
DGXQuest Diagnostics IncCOM324$50.7K<0.1%History
FDXFedEx CorpStock286$49.5K<0.1%History
APTVAptiv PLCSHS530$49.4K<0.1%History
HOLXHologic IncCOM650$48.6K<0.1%History
PKGPackaging Corp of AmericaStock380$48.6K<0.1%History
DDDuPont de Nemours, Inc.COM703$48.2K<0.1%History
AMCRAmcor plcORD4,050$48.2K<0.1%History
EBAYeBay IncCOM1,150$47.7K<0.1%History
NEMNEWMONT CorpStock1,000$47.2K<0.1%History
CAGConagra Brands Inc.Stock1,210$46.8K<0.1%History
CLXClorox CoStock332$46.6K<0.1%History
IEXIdex CorpCOM202$46.1K<0.1%History
CTSHCognizant Technology Solutions CorpCL A800$45.8K<0.1%History
BRBroadridge Financial Solutions, Inc.Stock332$44.5K<0.1%History
AAPAdvance Auto Parts IncCOM299$44.0K<0.1%History
DXCMDexcom IncCOM380$43.0K<0.1%History
GPNGlobal Payments IncStock418$41.5K<0.1%History
ZBHZimmer Biomet Holdings, Inc.Stock325$41.4K<0.1%History
DALDelta Air Lines, Inc.COM NEW1,250$41.1K<0.1%History
ANSSAnsys IncCOM170$41.1K<0.1%History
FTVFortive CorpStock605$38.9K<0.1%History
ROSTRoss Stores, Inc.COM332$38.5K<0.1%History
UALUnited Airlines Holdings, Inc.COM1,010$38.1K<0.1%History
COOCooper Companies, Inc.COM NEW113$37.4K<0.1%History
LNCLincoln National CorpCOM1,170$35.9K<0.1%History
BALLBALL CorpCOM690$35.3K<0.1%History
SIVBSVB Financial GroupCOM151$34.8K<0.1%History
PAYCPaycom Software, Inc.Stock105$32.6K<0.1%History
VRSNVerisign IncCOM153$31.4K<0.1%History
KMXCarMax IncCOM513$31.2K<0.1%History
AKAMAkamai Technologies IncCOM364$30.7K<0.1%History
SYYSysco CorpStock400$30.6K<0.1%History
AALAmerican Airlines Group Inc.Stock2,390$30.4K<0.1%History
LHXL3HARRIS Technologies, Inc.Stock146$30.4K<0.1%History
VFCV F CorpStock1,090$30.1K<0.1%History
VMCVulcan Materials COCOM169$29.6K<0.1%History
ALGNAlign Technology IncCOM138$29.1K<0.1%History
ETSYEtsy IncCOM242$29.0K<0.1%History
TFXTeleflex IncCOM113$28.2K<0.1%History
DPZDominos Pizza IncCOM81$28.1K<0.1%History
FBINFortune Brands Innovations, Inc.COM490$28.0K<0.1%History
Paramount Global92556H206CL B1,620$27.3K<0.1%–
FMCFMC CorpCOM NEW211$26.3K<0.1%History
CPRTCopart IncCOM430$26.2K<0.1%History
SWKStanley Black & Decker, Inc.COM339$25.5K<0.1%History
INCYIncyte CorpCOM316$25.4K<0.1%History
TTWOTake Two Interactive Software IncCOM235$24.5K<0.1%History
ZBRAZebra Technologies CorpCL A89$22.8K<0.1%History
BAXBaxter International IncStock427$21.8K<0.1%History
FISVFiserv IncStock211$21.3K<0.1%History
QRVOQorvo, Inc.Stock235$21.3K<0.1%History
WUWestern Union COStock1,500$20.7K<0.1%History
CMSCMS Energy CorpCOM319$20.2K<0.1%History
MMM3M CoStock161$19.3K<0.1%History