Skip to main content
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
KEYKeycorpCOM244$2.25K<0.1%00.0%UnchangedHistory
UBSIUnited Bankshares IncCOM122$3.62K<0.1%00.0%UnchangedHistory
DUKDuke Energy CORPStock51$4.58K<0.1%00.0%UnchangedHistory
USBUS Bancorp DECOM NEW158$5.22K<0.1%00.0%UnchangedHistory
CCICrown Castle Inc.REIT48$5.47K<0.1%00.0%UnchangedHistory
VZVerizon Communications IncStock148$5.50K<0.1%00.0%UnchangedHistory
FEFirstenergy CorpCOM150$5.83K<0.1%00.0%UnchangedHistory
NTRNutrien Ltd.COM107$6.32K<0.1%00.0%UnchangedHistory
TDToronto Dominion BankStock110$6.82K<0.1%00.0%UnchangedHistory
VICIVici Properties Inc.COM218$6.85K<0.1%00.0%UnchangedHistory
AEPAmerican Electric Power Co IncStock85$7.16K<0.1%00.0%UnchangedHistory
AVBAvalonbay Communities IncCOM38$7.19K<0.1%00.0%UnchangedHistory
ORIOld Republic International CorpCOM288$7.25K<0.1%00.0%UnchangedHistory
METMetlife IncStock136$7.69K<0.1%00.0%UnchangedHistory
VLOValero Energy CorpStock66$7.74K<0.1%00.0%UnchangedHistory
DOWDow Inc.Stock159$8.47K<0.1%00.0%UnchangedHistory
OMCOmnicom Group Inc.COM90$8.56K<0.1%00.0%UnchangedHistory
ULUnilever PLCSPON ADR NEW167$8.71K<0.1%00.0%UnchangedHistory
JCIJohnson Controls International plcStock138$9.40K<0.1%00.0%UnchangedHistory
NVTnVent Electric plcSHS184$9.51K<0.1%00.0%UnchangedHistory
MSMorgan StanleyStock117$9.99K<0.1%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock208$10.8K<0.1%00.0%UnchangedHistory
SLViShares Silver TrustETF750$15.7K<0.1%00.0%UnchangedHistory
CVSCVS Health CorpStock300$20.7K<0.1%−304−50.3%ReducedHistory
AMGNAmgen IncStock126$28.0K<0.1%00.0%UnchangedHistory
EPDEnterprise Products Partners L.P.Stock1,250$32.9K<0.1%00.0%UnchangedHistory
ELVElevance Health, Inc.Stock75$33.3K<0.1%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock250$33.7K<0.1%00.0%UnchangedHistory
ELEstee Lauder Companies IncCL A175$34.4K<0.1%00.0%UnchangedHistory
Nestle SA ADR641069406COM300$36.1K<0.1%00.0%Unchanged–
iShares Russell 2000 Growth ETF464287648ETF200$48.5K<0.1%00.0%Unchanged–
Global X FDS37954Y624AUTONMOUS EV ETF2,000$52.1K<0.1%00.0%Unchanged–
MCHPMicrochip Technology IncStock600$53.8K<0.1%00.0%UnchangedHistory
PHMPultegroup IncCOM711$55.2K<0.1%00.0%UnchangedHistory
Intl Game Tech PLC Com459902102Equity2,000$63.8K0.1%00.0%Unchanged–
MROMarathon Oil CorpCOM2,940$67.7K0.1%00.0%UnchangedHistory
PSXPhillips 66Stock740$70.6K0.1%00.0%UnchangedHistory
DVNDevon Energy CorpStock1,570$75.9K0.1%00.0%UnchangedHistory
STZConstellation Brands, Inc.Stock332$81.7K0.1%00.0%UnchangedHistory
PFEPfizer IncStock2,368$86.9K0.1%00.0%UnchangedHistory
BDXBecton Dickinson & CoStock341$90.0K0.1%00.0%UnchangedHistory
LRCXLam Research CorpCOM150$96.4K0.1%00.0%UnchangedHistory
AMATApplied Materials IncStock691$99.9K0.1%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock1,601$102.4K0.1%00.0%UnchangedHistory
CATCaterpillar IncStock418$102.8K0.1%00.0%UnchangedHistory
ADPAutomatic Data Processing IncStock475$104.4K0.1%00.0%UnchangedHistory
GLDSPDR Gold TrustETF600$107.0K0.1%00.0%UnchangedHistory
COPConocoPhillipsStock1,061$109.9K0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock623$111.7K0.1%00.0%UnchangedHistory
MOAltria Group, Inc.Stock2,508$113.6K0.1%00.0%UnchangedHistory
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS2,000$115.5K0.1%+2,000New–
iShares Tr46436E7180-3 MTH TREASURY1,200$120.8K0.1%00.0%Unchanged–
TMOThermo Fisher Scientific Inc.Stock234$122.1K0.1%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock949$127.0K0.1%00.0%UnchangedHistory
MNSTMonster Beverage CorpCOM2,420$139.0K0.1%00.0%UnchangedHistory
Vanguard S&P 500 ETF922908363ETF400$162.9K0.1%00.0%Unchanged–
AXPAmerican Express CoStock936$163.1K0.1%00.0%UnchangedHistory
BLKBlackRock, Inc.COM237$163.8K0.1%00.0%UnchangedHistory
ORCLOracle CorpStock1,471$175.2K0.1%00.0%UnchangedHistory
SPGIS&P Global Inc.Stock441$176.8K0.1%00.0%UnchangedHistory
LOWLowes Companies IncStock786$177.4K0.1%00.0%UnchangedHistory
TXNTexas Instruments IncStock1,079$194.2K0.2%00.0%UnchangedHistory
DHRDanaher CorpStock836$200.6K0.2%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock1,772$201.8K0.2%00.0%UnchangedHistory
ACNAccenture plcStock713$220.0K0.2%00.0%UnchangedHistory
MDLZMondelez International, Inc.Stock3,500$255.3K0.2%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock3,000$267.0K0.2%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock838$270.3K0.2%00.0%UnchangedHistory
QCOMQualcomm IncStock2,273$270.6K0.2%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock312$270.6K0.2%00.0%UnchangedHistory
CARRCarrier Global CorpStock6,000$298.3K0.2%00.0%UnchangedHistory
KOCoca Cola CoStock4,985$300.2K0.3%00.0%UnchangedHistory
TAT&T Inc.Stock19,506$311.1K0.3%00.0%UnchangedHistory
AMTAmerican Tower CorpREIT1,675$324.9K0.3%00.0%UnchangedHistory
LMTLockheed Martin CorpStock715$329.2K0.3%00.0%UnchangedHistory
LINLinde PLCStock952$362.8K0.3%00.0%UnchangedHistory
ADBEAdobe Inc.Stock778$380.4K0.3%00.0%UnchangedHistory
INTCIntel CorpStock11,503$384.7K0.3%−4,000−25.8%ReducedHistory
BACBank of America CorpStock15,817$453.8K0.4%00.0%UnchangedHistory
CVXChevron CorpStock2,994$471.1K0.4%00.0%UnchangedHistory
RTXRTX CorpStock4,840$474.1K0.4%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock1,002$481.6K0.4%00.0%UnchangedHistory
HONHoneywell International IncCOM2,328$483.1K0.4%00.0%UnchangedHistory
SBUXStarbucks CorpStock4,996$494.9K0.4%00.0%UnchangedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF12,630$513.8K0.4%00.0%Unchanged–
TGTTarget CorpStock3,962$522.6K0.4%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock4,939$538.5K0.4%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock5,739$560.2K0.5%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock2,000$599.1K0.5%00.0%UnchangedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR6,090$614.6K0.5%00.0%UnchangedHistory
MDTMedtronic plcStock7,448$656.2K0.5%00.0%UnchangedHistory
PGProcter & Gamble CoStock4,575$694.2K0.6%00.0%UnchangedHistory
NKENIKE, Inc.Stock6,351$701.0K0.6%−1,518−19.3%ReducedHistory
TJXTJX Companies IncStock8,500$720.7K0.6%00.0%UnchangedHistory
FASTFastenal CoStock12,420$732.7K0.6%00.0%UnchangedHistory
PEPPepsiCo IncStock3,975$736.3K0.6%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock6,180$739.7K0.6%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock6,493$749.2K0.6%00.0%UnchangedHistory
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF30,000$811.5K0.7%00.0%Unchanged–
MCDMcDonalds CorpStock2,728$814.1K0.7%00.0%UnchangedHistory