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Livermore
Livermore
ZHEN

General Partner, Inc.

SEC CIK
0001800508
Latest filing
Jul 6, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Jul 3, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
127
+1 vs. Q1 2023
Portfolio value
$120.0M
+$6.23M (+5.5%) vs. Q1 2023
Filed
Jul 3, 2023
SEC
Holdings of General Partner, Inc. in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock89,497$17.4M14.5%−4,700−5.0%ReducedHistory
BRK.ABerkshire Hathaway IncCL A33$17.1M14.2%00.0%UnchangedHistory
MSFTMicrosoft CorpStock26,787$9.12M7.6%−2,975−10.0%ReducedHistory
MAMastercard IncStock14,179$5.58M4.6%−1,018−6.7%ReducedHistory
GOOGAlphabet Inc.Stock42,540$5.15M4.3%−1,000−2.3%ReducedHistory
HDHome Depot, Inc.Stock13,229$4.11M3.4%00.0%UnchangedHistory
Vanguard Total Bond Market ETF921937835ETF45,400$3.30M2.8%00.0%Unchanged–
NEENextera Energy IncStock42,968$3.19M2.7%00.0%UnchangedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF18,900$3.13M2.6%00.0%Unchanged–
JNJJohnson & JohnsonStock18,081$2.99M2.5%00.0%UnchangedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF13,500$2.69M2.2%00.0%Unchanged–
BRK.BBerkshire Hathaway IncStock6,964$2.37M2.0%00.0%UnchangedHistory
iShares Core S&P Mid-Cap ETF464287507ETF8,660$2.26M1.9%00.0%Unchanged–
MCOMoodys CorpStock5,791$2.01M1.7%−500−7.9%ReducedHistory
AMZNAmazon Com IncStock15,010$1.96M1.6%−2,930−16.3%ReducedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF9,000$1.82M1.5%00.0%Unchanged–
UNPUnion Pacific CorpStock8,885$1.82M1.5%00.0%UnchangedHistory
Vanguard Ftse Developed Markets ETF921943858ETF36,000$1.66M1.4%+500+1.4%Added–
GBDCGolub Capital BDC, Inc.COM122,500$1.65M1.4%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock9,276$1.35M1.1%00.0%UnchangedHistory
iShares Core S&P Small Cap ETF464287804ETF12,960$1.29M1.1%00.0%Unchanged–
COSTCostco Wholesale CorpStock2,065$1.11M0.9%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock3,804$1.09M0.9%−500−11.6%ReducedHistory
XOMExxonMobil Holdings CorpCOM9,797$1.05M0.9%00.0%UnchangedHistory
VVisa Inc.Stock3,984$946.1K0.8%00.0%UnchangedHistory
WMTWalmart Inc.Stock5,887$925.3K0.8%00.0%UnchangedHistory
Vanguard Real Estate ETF922908553ETF9,800$818.9K0.7%00.0%Unchanged–
MCDMcDonalds CorpStock2,728$814.1K0.7%00.0%UnchangedHistory
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF30,000$811.5K0.7%00.0%Unchanged–
MRKMerck & Co., Inc.Stock6,493$749.2K0.6%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock6,180$739.7K0.6%00.0%UnchangedHistory
PEPPepsiCo IncStock3,975$736.3K0.6%00.0%UnchangedHistory
FASTFastenal CoStock12,420$732.7K0.6%00.0%UnchangedHistory
TJXTJX Companies IncStock8,500$720.7K0.6%00.0%UnchangedHistory
NKENIKE, Inc.Stock6,351$701.0K0.6%−1,518−19.3%ReducedHistory
PGProcter & Gamble CoStock4,575$694.2K0.6%00.0%UnchangedHistory
MDTMedtronic plcStock7,448$656.2K0.5%00.0%UnchangedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR6,090$614.6K0.5%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock2,000$599.1K0.5%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock5,739$560.2K0.5%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock4,939$538.5K0.4%00.0%UnchangedHistory
TGTTarget CorpStock3,962$522.6K0.4%00.0%UnchangedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF12,630$513.8K0.4%00.0%Unchanged–
SBUXStarbucks CorpStock4,996$494.9K0.4%00.0%UnchangedHistory
HONHoneywell International IncCOM2,328$483.1K0.4%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock1,002$481.6K0.4%00.0%UnchangedHistory
RTXRTX CorpStock4,840$474.1K0.4%00.0%UnchangedHistory
CVXChevron CorpStock2,994$471.1K0.4%00.0%UnchangedHistory
BACBank of America CorpStock15,817$453.8K0.4%00.0%UnchangedHistory
INTCIntel CorpStock11,503$384.7K0.3%−4,000−25.8%ReducedHistory
ADBEAdobe Inc.Stock778$380.4K0.3%00.0%UnchangedHistory
LINLinde PLCStock952$362.8K0.3%00.0%UnchangedHistory
LMTLockheed Martin CorpStock715$329.2K0.3%00.0%UnchangedHistory
AMTAmerican Tower CorpREIT1,675$324.9K0.3%00.0%UnchangedHistory
TAT&T Inc.Stock19,506$311.1K0.3%00.0%UnchangedHistory
KOCoca Cola CoStock4,985$300.2K0.3%00.0%UnchangedHistory
CARRCarrier Global CorpStock6,000$298.3K0.2%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock312$270.6K0.2%00.0%UnchangedHistory
QCOMQualcomm IncStock2,273$270.6K0.2%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock838$270.3K0.2%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock3,000$267.0K0.2%00.0%UnchangedHistory
MDLZMondelez International, Inc.Stock3,500$255.3K0.2%00.0%UnchangedHistory
ACNAccenture plcStock713$220.0K0.2%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock1,772$201.8K0.2%00.0%UnchangedHistory
DHRDanaher CorpStock836$200.6K0.2%00.0%UnchangedHistory
TXNTexas Instruments IncStock1,079$194.2K0.2%00.0%UnchangedHistory
LOWLowes Companies IncStock786$177.4K0.1%00.0%UnchangedHistory
SPGIS&P Global Inc.Stock441$176.8K0.1%00.0%UnchangedHistory
ORCLOracle CorpStock1,471$175.2K0.1%00.0%UnchangedHistory
BLKBlackRock, Inc.COM237$163.8K0.1%00.0%UnchangedHistory
AXPAmerican Express CoStock936$163.1K0.1%00.0%UnchangedHistory
Vanguard S&P 500 ETF922908363ETF400$162.9K0.1%00.0%Unchanged–
MNSTMonster Beverage CorpCOM2,420$139.0K0.1%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock949$127.0K0.1%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock234$122.1K0.1%00.0%UnchangedHistory
iShares Tr46436E7180-3 MTH TREASURY1,200$120.8K0.1%00.0%Unchanged–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS2,000$115.5K0.1%+2,000New–
MOAltria Group, Inc.Stock2,508$113.6K0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock623$111.7K0.1%00.0%UnchangedHistory
COPConocoPhillipsStock1,061$109.9K0.1%00.0%UnchangedHistory
GLDSPDR Gold TrustETF600$107.0K0.1%00.0%UnchangedHistory
ADPAutomatic Data Processing IncStock475$104.4K0.1%00.0%UnchangedHistory
CATCaterpillar IncStock418$102.8K0.1%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock1,601$102.4K0.1%00.0%UnchangedHistory
AMATApplied Materials IncStock691$99.9K0.1%00.0%UnchangedHistory
LRCXLam Research CorpCOM150$96.4K0.1%00.0%UnchangedHistory
BDXBecton Dickinson & CoStock341$90.0K0.1%00.0%UnchangedHistory
PFEPfizer IncStock2,368$86.9K0.1%00.0%UnchangedHistory
STZConstellation Brands, Inc.Stock332$81.7K0.1%00.0%UnchangedHistory
DVNDevon Energy CorpStock1,570$75.9K0.1%00.0%UnchangedHistory
PSXPhillips 66Stock740$70.6K0.1%00.0%UnchangedHistory
MROMarathon Oil CorpCOM2,940$67.7K0.1%00.0%UnchangedHistory
Intl Game Tech PLC Com459902102Equity2,000$63.8K0.1%00.0%Unchanged–
PHMPultegroup IncCOM711$55.2K<0.1%00.0%UnchangedHistory
MCHPMicrochip Technology IncStock600$53.8K<0.1%00.0%UnchangedHistory
Global X FDS37954Y624AUTONMOUS EV ETF2,000$52.1K<0.1%00.0%Unchanged–
iShares Russell 2000 Growth ETF464287648ETF200$48.5K<0.1%00.0%Unchanged–
Nestle SA ADR641069406COM300$36.1K<0.1%00.0%Unchanged–
ELEstee Lauder Companies IncCL A175$34.4K<0.1%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock250$33.7K<0.1%00.0%UnchangedHistory