Skip to main content
Livermore
Livermore
ZHEN

General Partner, Inc.

SEC CIK
0001800508
Latest filing
Jul 6, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed Apr 4, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
175
+2 vs. Q4 2024
Portfolio value
$153.5M
−$12.5M (−7.5%) vs. Q4 2024
Filed
Apr 4, 2025
SEC
Holdings of General Partner, Inc. in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.ABerkshire Hathaway IncCL A33$26.3M17.2%00.0%UnchangedHistory
AAPLApple Inc.Stock72,248$16.0M10.5%−4,875−6.3%ReducedHistory
MSFTMicrosoft CorpStock23,301$8.75M5.7%−1,000−4.1%ReducedHistory
GOOGAlphabet Inc.Stock38,679$6.04M3.9%−350−0.9%ReducedHistory
MAMastercard IncStock10,103$5.54M3.6%−1,250−11.0%ReducedHistory
iShares Tr46434V878ULTRA SHORT DUR100,060$5.07M3.3%+44,060+78.7%Added–
BRK.BBerkshire Hathaway IncStock8,380$4.46M2.9%00.0%UnchangedHistory
HDHome Depot, Inc.Stock9,987$3.66M2.4%00.0%UnchangedHistory
Vanguard Total Bond Market ETF921937835ETF45,848$3.37M2.2%00.0%Unchanged–
iShares Core S&P Mid-Cap ETF464287507ETF48,296$2.82M1.8%00.0%Unchanged–
AMZNAmazon Com IncStock14,335$2.73M1.8%00.0%UnchangedHistory
NEENextera Energy IncStock35,598$2.52M1.6%00.0%UnchangedHistory
iShares Russell 1000 Growth ETF464287614ETF6,696$2.42M1.6%00.0%Unchanged–
iShares Core S&P US Value ETF464287663ETF25,634$2.37M1.5%00.0%Unchanged–
SPYSPDR S&P 500 ETF TrustETF4,088$2.29M1.5%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock3,558$2.05M1.3%00.0%UnchangedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF7,838$2.01M1.3%00.0%Unchanged–
JPMJPMorgan Chase & CoStock7,672$1.88M1.2%00.0%UnchangedHistory
GBDCGolub Capital BDC, Inc.COM123,041$1.86M1.2%00.0%UnchangedHistory
JNJJohnson & JohnsonStock11,118$1.84M1.2%−67−0.6%ReducedHistory
COSTCostco Wholesale CorpStock1,892$1.79M1.2%00.0%UnchangedHistory
WMTWalmart Inc.Stock20,030$1.76M1.1%00.0%UnchangedHistory
UNPUnion Pacific CorpStock7,407$1.75M1.1%00.0%UnchangedHistory
VVisa Inc.Stock4,794$1.68M1.1%00.0%UnchangedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF36,998$1.67M1.1%00.0%Unchanged–
MCOMoodys CorpStock3,445$1.60M1.0%−250−6.8%ReducedHistory
XOMExxonMobil Holdings CorpCOM12,766$1.52M1.0%00.0%UnchangedHistory
iShares Core S&P Small Cap ETF464287804ETF14,115$1.48M1.0%00.0%Unchanged–
GOOGLAlphabet Inc.Stock8,745$1.35M0.9%00.0%UnchangedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF7,029$1.31M0.9%−21,600−75.4%Reduced–
AVGOBroadcom Inc.Stock6,630$1.11M0.7%00.0%UnchangedHistory
PGProcter & Gamble CoStock6,377$1.09M0.7%00.0%UnchangedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR6,472$1.07M0.7%00.0%UnchangedHistory
MCDMcDonalds CorpStock3,439$1.07M0.7%00.0%UnchangedHistory
NVDANVIDIA CorpStock9,650$1.05M0.7%00.0%UnchangedHistory
TJXTJX Companies IncStock8,094$985.8K0.6%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock5,768$915.6K0.6%00.0%UnchangedHistory
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF30,295$890.7K0.6%00.0%Unchanged–
ABTAbbott LaboratoriesStock6,455$856.3K0.6%00.0%UnchangedHistory
PEPPepsiCo IncStock5,568$834.9K0.5%00.0%UnchangedHistory
iShares Russell 2000 ETF464287655ETF4,176$833.1K0.5%00.0%Unchanged–
MDYSPDR S&P Midcap 400 ETF TrustETF1,484$791.7K0.5%00.0%UnchangedHistory
FASTFastenal CoStock10,189$790.2K0.5%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock8,686$779.7K0.5%00.0%UnchangedHistory
CVXChevron CorpStock4,610$771.2K0.5%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock1,446$757.3K0.5%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock2,368$698.4K0.5%00.0%UnchangedHistory
BACBank of America CorpStock15,866$662.1K0.4%00.0%UnchangedHistory
HONHoneywell International IncCOM2,924$619.2K0.4%00.0%UnchangedHistory
RTXRTX CorpStock4,405$583.5K0.4%−1,250−22.1%ReducedHistory
MDTMedtronic plcStock6,199$557.0K0.4%00.0%UnchangedHistory
AMTAmerican Tower CorpREIT2,391$520.3K0.3%00.0%UnchangedHistory
UBERUber Technologies, IncStock7,132$519.6K0.3%00.0%UnchangedHistory
LLYEli Lilly & CoStock610$503.8K0.3%+10+1.7%AddedHistory
LINLinde PLCStock998$464.7K0.3%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock838$457.8K0.3%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock2,044$428.3K0.3%00.0%UnchangedHistory
CARRCarrier Global CorpStock6,583$417.4K0.3%00.0%UnchangedHistory
SBUXStarbucks CorpStock4,218$413.7K0.3%00.0%UnchangedHistory
QCOMQualcomm IncStock2,450$376.3K0.2%00.0%UnchangedHistory
LMTLockheed Martin CorpStock816$364.5K0.2%00.0%UnchangedHistory
KOCoca Cola CoStock4,985$357.0K0.2%00.0%UnchangedHistory
MDLZMondelez International, Inc.Stock5,216$353.9K0.2%00.0%UnchangedHistory
NKENIKE, Inc.Stock5,281$335.2K0.2%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock3,029$312.6K0.2%00.0%UnchangedHistory
ACNAccenture plcStock997$311.1K0.2%00.0%UnchangedHistory
EQTEQT CorpStock5,761$307.8K0.2%00.0%UnchangedHistory
ORCLOracle CorpStock2,190$306.2K0.2%00.0%UnchangedHistory
LOWLowes Companies IncStock1,283$299.2K0.2%00.0%UnchangedHistory
ADBEAdobe Inc.Stock778$298.4K0.2%00.0%UnchangedHistory
INTCIntel CorpStock12,366$280.8K0.2%00.0%UnchangedHistory
TRGPTarga Resources Corp.COM1,350$270.6K0.2%00.0%UnchangedHistory
ADPAutomatic Data Processing IncStock859$262.5K0.2%00.0%UnchangedHistory
WMBWilliams Companies, Inc.COM4,264$254.8K0.2%00.0%UnchangedHistory
AXPAmerican Express CoStock936$251.8K0.2%00.0%UnchangedHistory
TXNTexas Instruments IncStock1,387$249.2K0.2%00.0%UnchangedHistory
TGTTarget CorpStock2,382$248.6K0.2%00.0%UnchangedHistory
CATCaterpillar IncStock752$248.0K0.2%00.0%UnchangedHistory
COPConocoPhillipsStock2,232$234.4K0.2%00.0%UnchangedHistory
SPGIS&P Global Inc.Stock443$225.1K0.1%00.0%UnchangedHistory
BLKBlackRock, Inc.Stock237$224.3K0.1%00.0%UnchangedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD4,460$221.3K0.1%00.0%Unchanged–
Vanguard S&P 500 ETF922908363ETF400$205.6K0.1%00.0%Unchanged–
AMDAdvanced Micro Devices IncStock1,906$195.8K0.1%00.0%UnchangedHistory
GLDSPDR Gold TrustETF600$172.9K0.1%00.0%UnchangedHistory
ASMLASML Holding NVADR258$171.0K0.1%+150+138.9%AddedHistory
PSXPhillips 66Stock1,303$160.9K0.1%00.0%UnchangedHistory
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS2,700$158.5K0.1%00.0%Unchanged–
MCKMcKesson CorpStock234$157.5K0.1%00.0%UnchangedHistory
AMATApplied Materials IncStock1,020$148.0K0.1%00.0%UnchangedHistory
KKellanovaStock1,790$147.7K0.1%00.0%UnchangedHistory
NVONovo Nordisk A SADR2,080$144.4K0.1%+1,200+136.4%AddedHistory
MNSTMonster Beverage CorpCOM2,420$141.6K0.1%00.0%UnchangedHistory
iShares Tr46436E7180-3 MTH TREASURY1,400$140.9K0.1%00.0%Unchanged–
MSMorgan StanleyStock1,107$129.2K0.1%00.0%UnchangedHistory
CBChubb LtdStock425$128.3K0.1%00.0%UnchangedHistory
LRCXLam Research CorpStock1,740$126.5K0.1%00.0%UnchangedHistory
DHRDanaher CorpStock600$123.0K0.1%00.0%UnchangedHistory
PAGPPlains GP Holdings LPLTD PARTNR INT A5,500$117.5K0.1%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock234$116.4K0.1%00.0%UnchangedHistory