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Livermore
Livermore
ZHEN

General Partner, Inc.

SEC CIK
0001800508
Latest filing
Oct 5, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Jan 8, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
124
−3 vs. Q3 2023
Portfolio value
$119.0M
+$6.96M (+6.2%) vs. Q3 2023
Filed
Jan 8, 2024
SEC
Holdings of General Partner, Inc. in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
TAT&T Inc.Stock200$3.36K<0.1%00.0%UnchangedHistory
KEYKeycorpCOM244$3.51K<0.1%00.0%UnchangedHistory
VZVerizon Communications IncStock100$3.77K<0.1%00.0%UnchangedHistory
UBSIUnited Bankshares IncCOM122$4.58K<0.1%00.0%UnchangedHistory
DUKDuke Energy CORPStock51$4.95K<0.1%00.0%UnchangedHistory
FEFirstenergy CorpCOM150$5.50K<0.1%00.0%UnchangedHistory
CCICrown Castle Inc.REIT48$5.53K<0.1%00.0%UnchangedHistory
NTRNutrien Ltd.COM107$6.03K<0.1%00.0%UnchangedHistory
USBUS Bancorp DECOM NEW158$6.84K<0.1%00.0%UnchangedHistory
AEPAmerican Electric Power Co IncStock85$6.90K<0.1%00.0%UnchangedHistory
VICIVici Properties Inc.COM218$6.95K<0.1%00.0%UnchangedHistory
TDToronto Dominion BankStock110$7.11K<0.1%00.0%UnchangedHistory
AVBAvalonbay Communities IncCOM38$7.11K<0.1%00.0%UnchangedHistory
OMCOmnicom Group Inc.COM90$7.79K<0.1%00.0%UnchangedHistory
JCIJohnson Controls International plcStock138$7.95K<0.1%00.0%UnchangedHistory
ULUnilever PLCSPON ADR NEW167$8.10K<0.1%00.0%UnchangedHistory
ORIOld Republic International CorpCOM288$8.47K<0.1%00.0%UnchangedHistory
VLOValero Energy CorpStock66$8.58K<0.1%00.0%UnchangedHistory
DOWDow Inc.Stock159$8.72K<0.1%00.0%UnchangedHistory
METMetlife IncStock136$8.99K<0.1%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock208$10.5K<0.1%00.0%UnchangedHistory
NVTnVent Electric plcSHS184$10.9K<0.1%00.0%UnchangedHistory
MSMorgan StanleyStock117$10.9K<0.1%00.0%UnchangedHistory
SLViShares Silver TrustETF750$16.3K<0.1%00.0%UnchangedHistory
CVSCVS Health CorpStock300$23.7K<0.1%00.0%UnchangedHistory
ELEstee Lauder Companies IncCL A175$25.6K<0.1%00.0%UnchangedHistory
EPDEnterprise Products Partners L.P.Stock1,250$32.9K<0.1%00.0%UnchangedHistory
Nestle SA ADR641069406COM300$34.7K<0.1%00.0%Unchanged–
ELVElevance Health, Inc.Stock75$35.4K<0.1%00.0%UnchangedHistory
AMGNAmgen IncStock126$36.3K<0.1%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock250$38.7K<0.1%00.0%UnchangedHistory
Global X FDS37954Y624AUTONMOUS EV ETF2,000$49.3K<0.1%00.0%Unchanged–
iShares Russell 2000 Growth ETF464287648ETF200$50.4K<0.1%00.0%Unchanged–
MCHPMicrochip Technology IncStock600$54.1K<0.1%00.0%UnchangedHistory
Intl Game Tech PLC Com459902102Equity2,000$54.8K<0.1%00.0%Unchanged–
PFEPfizer IncStock2,368$68.2K0.1%00.0%UnchangedHistory
MROMarathon Oil CorpCOM2,940$71.0K0.1%00.0%UnchangedHistory
DVNDevon Energy CorpStock1,570$72.0K0.1%00.0%UnchangedHistory
PHMPultegroup IncCOM711$72.2K0.1%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock449$73.4K0.1%00.0%UnchangedHistory
STZConstellation Brands, Inc.Stock332$80.3K0.1%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock1,601$82.1K0.1%00.0%UnchangedHistory
BDXBecton Dickinson & CoStock341$83.7K0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock623$98.0K0.1%00.0%UnchangedHistory
PSXPhillips 66Stock740$98.5K0.1%00.0%UnchangedHistory
ORCLOracle CorpStock1,000$105.4K0.1%−471−32.0%ReducedHistory
ADPAutomatic Data Processing IncStock475$110.7K0.1%00.0%UnchangedHistory
AMATApplied Materials IncStock691$112.0K0.1%00.0%UnchangedHistory
GLDSPDR Gold TrustETF600$114.7K0.1%00.0%UnchangedHistory
LRCXLam Research CorpCOM150$117.5K0.1%00.0%UnchangedHistory
COPConocoPhillipsStock1,061$123.1K0.1%00.0%UnchangedHistory
CATCaterpillar IncStock418$123.6K0.1%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock234$124.2K0.1%00.0%UnchangedHistory
DHRDanaher CorpStock600$138.8K0.1%−236−28.2%ReducedHistory
MNSTMonster Beverage CorpCOM2,420$139.4K0.1%00.0%UnchangedHistory
Vanguard S&P 500 ETF922908363ETF400$174.7K0.1%00.0%Unchanged–
LOWLowes Companies IncStock786$174.9K0.1%00.0%UnchangedHistory
AXPAmerican Express CoStock936$175.3K0.1%00.0%UnchangedHistory
TXNTexas Instruments IncStock1,079$183.9K0.2%00.0%UnchangedHistory
BLKBlackRock, Inc.COM237$192.4K0.2%00.0%UnchangedHistory
SPGIS&P Global Inc.Stock441$193.3K0.2%00.0%UnchangedHistory
SBUXStarbucks CorpStock2,471$237.2K0.2%−525−17.5%ReducedHistory
ACNAccenture plcStock713$250.2K0.2%00.0%UnchangedHistory
MDLZMondelez International, Inc.Stock3,500$258.4K0.2%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock1,772$261.2K0.2%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock3,000$265.3K0.2%00.0%UnchangedHistory
KOCoca Cola CoStock4,985$293.8K0.2%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock838$323.3K0.3%00.0%UnchangedHistory
LMTLockheed Martin CorpStock715$324.1K0.3%00.0%UnchangedHistory
QCOMQualcomm IncStock2,273$328.7K0.3%00.0%UnchangedHistory
CARRCarrier Global CorpStock6,000$338.7K0.3%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock312$343.6K0.3%00.0%UnchangedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF8,630$354.7K0.3%00.0%Unchanged–
AMTAmerican Tower CorpREIT1,675$366.0K0.3%00.0%UnchangedHistory
LINLinde PLCStock952$391.0K0.3%00.0%UnchangedHistory
RTXRTX CorpStock4,840$412.5K0.3%00.0%UnchangedHistory
CVXChevron CorpStock2,994$447.1K0.4%00.0%UnchangedHistory
ADBEAdobe Inc.Stock778$464.2K0.4%00.0%UnchangedHistory
TGTTarget CorpStock3,350$479.4K0.4%−612−15.4%ReducedHistory
HONHoneywell International IncCOM2,328$487.3K0.4%00.0%UnchangedHistory
MDTMedtronic plcStock6,198$513.4K0.4%00.0%UnchangedHistory
BACBank of America CorpStock15,817$533.7K0.4%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock1,002$534.1K0.4%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock4,939$543.0K0.5%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock5,739$544.4K0.5%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock2,000$546.9K0.5%00.0%UnchangedHistory
INTCIntel CorpStock11,503$549.8K0.5%00.0%UnchangedHistory
NKENIKE, Inc.Stock5,251$563.7K0.5%00.0%UnchangedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR6,090$623.6K0.5%00.0%UnchangedHistory
FASTFastenal CoStock10,595$673.3K0.6%00.0%UnchangedHistory
PGProcter & Gamble CoStock4,575$676.8K0.6%00.0%UnchangedHistory
PEPPepsiCo IncStock3,975$682.5K0.6%00.0%UnchangedHistory
Vanguard Real Estate ETF922908553ETF8,200$724.6K0.6%−1,600−16.3%Reduced–
MRKMerck & Co., Inc.Stock6,493$724.8K0.6%00.0%UnchangedHistory
TJXTJX Companies IncStock8,500$792.9K0.7%00.0%UnchangedHistory
MCDMcDonalds CorpStock2,728$810.0K0.7%00.0%UnchangedHistory
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF30,000$833.1K0.7%00.0%Unchanged–
GOOGLAlphabet Inc.Stock6,180$863.3K0.7%00.0%UnchangedHistory
WMTWalmart Inc.Stock5,887$935.4K0.8%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM9,797$998.4K0.8%00.0%UnchangedHistory

Sold out since Q3 2023 (3)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of General Partner, Inc. sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
iShares Tr46436E7180-3 MTH TREASURY1,200$120.8K0.1%–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS2,000$115.2K0.1%–
MOAltria Group, Inc.Stock2,508$105.5K0.1%History