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Livermore
Livermore
ZHEN

General Partner, Inc.

SEC CIK
0001800508
Latest filing
Oct 5, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Oct 10, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
127
0 vs. Q2 2023
Portfolio value
$112.0M
−$7.95M (−6.6%) vs. Q2 2023
Filed
Oct 10, 2023
SEC
Holdings of General Partner, Inc. in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
KEYKeycorpCOM244$2.63K<0.1%00.0%UnchangedHistory
TAT&T Inc.Stock200$3.00K<0.1%−19,306−99.0%ReducedHistory
VZVerizon Communications IncStock100$3.24K<0.1%−48−32.4%ReducedHistory
UBSIUnited Bankshares IncCOM122$3.37K<0.1%00.0%UnchangedHistory
CCICrown Castle Inc.REIT48$4.42K<0.1%00.0%UnchangedHistory
DUKDuke Energy CORPStock51$4.50K<0.1%00.0%UnchangedHistory
FEFirstenergy CorpCOM150$5.13K<0.1%00.0%UnchangedHistory
USBUS Bancorp DECOM NEW158$5.22K<0.1%00.0%UnchangedHistory
VICIVici Properties Inc.COM218$6.34K<0.1%00.0%UnchangedHistory
AEPAmerican Electric Power Co IncStock85$6.39K<0.1%00.0%UnchangedHistory
AVBAvalonbay Communities IncCOM38$6.53K<0.1%00.0%UnchangedHistory
NTRNutrien Ltd.COM107$6.61K<0.1%00.0%UnchangedHistory
TDToronto Dominion BankStock110$6.63K<0.1%00.0%UnchangedHistory
OMCOmnicom Group Inc.COM90$6.70K<0.1%00.0%UnchangedHistory
JCIJohnson Controls International plcStock138$7.34K<0.1%00.0%UnchangedHistory
ORIOld Republic International CorpCOM288$7.76K<0.1%00.0%UnchangedHistory
DOWDow Inc.Stock159$8.20K<0.1%00.0%UnchangedHistory
ULUnilever PLCSPON ADR NEW167$8.25K<0.1%00.0%UnchangedHistory
METMetlife IncStock136$8.56K<0.1%00.0%UnchangedHistory
VLOValero Energy CorpStock66$9.35K<0.1%00.0%UnchangedHistory
MSMorgan StanleyStock117$9.55K<0.1%00.0%UnchangedHistory
NVTnVent Electric plcSHS184$9.75K<0.1%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock208$11.2K<0.1%00.0%UnchangedHistory
SLViShares Silver TrustETF750$15.3K<0.1%00.0%UnchangedHistory
CVSCVS Health CorpStock300$20.9K<0.1%00.0%UnchangedHistory
ELEstee Lauder Companies IncCL A175$25.3K<0.1%00.0%UnchangedHistory
ELVElevance Health, Inc.Stock75$32.7K<0.1%00.0%UnchangedHistory
AMGNAmgen IncStock126$33.9K<0.1%00.0%UnchangedHistory
Nestle SA ADR641069406COM300$34.0K<0.1%00.0%Unchanged–
EPDEnterprise Products Partners L.P.Stock1,250$34.2K<0.1%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock250$37.3K<0.1%00.0%UnchangedHistory
iShares Russell 2000 Growth ETF464287648ETF200$44.8K<0.1%00.0%Unchanged–
MCHPMicrochip Technology IncStock600$46.8K<0.1%00.0%UnchangedHistory
Global X FDS37954Y624AUTONMOUS EV ETF2,000$47.0K<0.1%00.0%Unchanged–
PHMPultegroup IncCOM711$51.1K<0.1%00.0%UnchangedHistory
Intl Game Tech PLC Com459902102Equity2,000$60.6K0.1%00.0%Unchanged–
IBMInternational Business Machines CorpStock449$63.0K0.1%−500−52.7%ReducedHistory
DVNDevon Energy CorpStock1,570$67.3K0.1%00.0%UnchangedHistory
PFEPfizer IncStock2,368$78.5K0.1%00.0%UnchangedHistory
MROMarathon Oil CorpCOM2,940$78.6K0.1%00.0%UnchangedHistory
STZConstellation Brands, Inc.Stock332$83.4K0.1%00.0%UnchangedHistory
PSXPhillips 66Stock740$88.9K0.1%00.0%UnchangedHistory
BDXBecton Dickinson & CoStock341$89.0K0.1%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock1,601$92.9K0.1%00.0%UnchangedHistory
LRCXLam Research CorpCOM150$94.0K0.1%00.0%UnchangedHistory
AMATApplied Materials IncStock691$95.7K0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock623$97.1K0.1%00.0%UnchangedHistory
GLDSPDR Gold TrustETF600$102.9K0.1%00.0%UnchangedHistory
MOAltria Group, Inc.Stock2,508$105.5K0.1%00.0%UnchangedHistory
CATCaterpillar IncStock418$114.1K0.1%00.0%UnchangedHistory
ADPAutomatic Data Processing IncStock475$114.3K0.1%00.0%UnchangedHistory
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS2,000$115.2K0.1%00.0%Unchanged–
TMOThermo Fisher Scientific Inc.Stock234$118.4K0.1%00.0%UnchangedHistory
iShares Tr46436E7180-3 MTH TREASURY1,200$120.8K0.1%00.0%Unchanged–
COPConocoPhillipsStock1,061$127.1K0.1%00.0%UnchangedHistory
MNSTMonster Beverage CorpCOM2,420$128.1K0.1%00.0%UnchangedHistory
AXPAmerican Express CoStock936$139.6K0.1%00.0%UnchangedHistory
BLKBlackRock, Inc.COM237$153.2K0.1%00.0%UnchangedHistory
ORCLOracle CorpStock1,471$155.8K0.1%00.0%UnchangedHistory
Vanguard S&P 500 ETF922908363ETF400$157.1K0.1%00.0%Unchanged–
SPGIS&P Global Inc.Stock441$160.2K0.1%00.0%UnchangedHistory
LOWLowes Companies IncStock786$163.4K0.1%00.0%UnchangedHistory
TXNTexas Instruments IncStock1,079$171.6K0.2%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock1,772$182.2K0.2%00.0%UnchangedHistory
DHRDanaher CorpStock836$207.4K0.2%00.0%UnchangedHistory
ACNAccenture plcStock713$219.0K0.2%00.0%UnchangedHistory
MDLZMondelez International, Inc.Stock3,500$227.7K0.2%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock3,000$237.4K0.2%00.0%UnchangedHistory
QCOMQualcomm IncStock2,273$252.4K0.2%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock312$258.1K0.2%00.0%UnchangedHistory
AMTAmerican Tower CorpREIT1,675$266.8K0.2%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock838$271.2K0.2%00.0%UnchangedHistory
SBUXStarbucks CorpStock2,996$273.4K0.2%−2,000−40.0%ReducedHistory
KOCoca Cola CoStock4,985$279.1K0.2%00.0%UnchangedHistory
LMTLockheed Martin CorpStock715$292.4K0.3%00.0%UnchangedHistory
CARRCarrier Global CorpStock6,000$321.1K0.3%00.0%UnchangedHistory
RTXRTX CorpStock4,840$335.8K0.3%00.0%UnchangedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF8,630$338.4K0.3%−4,000−31.7%Reduced–
LINLinde PLCStock952$354.5K0.3%00.0%UnchangedHistory
ADBEAdobe Inc.Stock778$396.7K0.4%00.0%UnchangedHistory
INTCIntel CorpStock11,503$412.8K0.4%00.0%UnchangedHistory
TGTTarget CorpStock3,962$419.9K0.4%00.0%UnchangedHistory
HONHoneywell International IncCOM2,328$423.9K0.4%00.0%UnchangedHistory
BACBank of America CorpStock15,817$426.6K0.4%00.0%UnchangedHistory
MDTMedtronic plcStock6,198$472.1K0.4%−1,250−16.8%ReducedHistory
ABTAbbott LaboratoriesStock4,939$476.4K0.4%00.0%UnchangedHistory
CVXChevron CorpStock2,994$497.2K0.4%00.0%UnchangedHistory
NKENIKE, Inc.Stock5,251$502.6K0.4%−1,100−17.3%ReducedHistory
UNHUnitedHealth Group IncStock1,002$511.4K0.5%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock5,739$529.5K0.5%00.0%UnchangedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR6,090$529.7K0.5%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock2,000$559.7K0.5%00.0%UnchangedHistory
FASTFastenal CoStock10,595$581.7K0.5%−1,825−14.7%ReducedHistory
PEPPepsiCo IncStock3,975$650.9K0.6%00.0%UnchangedHistory
PGProcter & Gamble CoStock4,575$661.4K0.6%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock6,493$671.1K0.6%00.0%UnchangedHistory
MCDMcDonalds CorpStock2,728$694.7K0.6%00.0%UnchangedHistory
Vanguard Real Estate ETF922908553ETF9,800$741.5K0.7%00.0%Unchanged–
TJXTJX Companies IncStock8,500$746.6K0.7%00.0%UnchangedHistory
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF30,000$778.2K0.7%00.0%Unchanged–