Skip to main content
Livermore
Livermore
ZHEN

General Partner, Inc.

SEC CIK
0001800508
Latest filing
Oct 5, 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
Edenred SA-Unsp ADR279655104ADR63$1.03K<0.1%00.0%Unchanged–
KHCKraft Heinz CoStock57$1.74K<0.1%00.0%UnchangedHistory
Schwab US Dividend Equity ETF808524797ETF120$3.35K<0.1%00.0%Unchanged–
Invesco Nasdaq 100 ETF46138G649ETF20$3.86K<0.1%00.0%Unchanged–
KEYKeycorpCOM244$3.90K<0.1%00.0%UnchangedHistory
NTRNutrien Ltd.COM107$5.32K<0.1%00.0%UnchangedHistory
TAT&T Inc.Stock200$5.66K<0.1%00.0%UnchangedHistory
FEFirstenergy CorpCOM150$6.06K<0.1%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock101$6.16K<0.1%00.0%UnchangedHistory
GSKGSK plcADR160$6.20K<0.1%00.0%UnchangedHistory
DELLDell Technologies Inc.Stock71$6.47K<0.1%00.0%UnchangedHistory
OMCOmnicom Group Inc.COM90$7.46K<0.1%00.0%UnchangedHistory
AVBAvalonbay Communities IncCOM38$8.16K<0.1%00.0%UnchangedHistory
VLOValero Energy CorpStock66$8.72K<0.1%00.0%UnchangedHistory
KLGWK Kellogg CoCOM447$8.91K<0.1%00.0%UnchangedHistory
AEPAmerican Electric Power Co IncStock85$9.29K<0.1%00.0%UnchangedHistory
NVTnVent Electric plcSHS184$9.64K<0.1%00.0%UnchangedHistory
WisdomTree Tr97717X594ITL HDG QTLY DIV225$9.77K<0.1%+225New–
ULUnilever PLCSPON ADR NEW167$9.95K<0.1%00.0%UnchangedHistory
Fidelity Merrimack STR Tr316188309TOTAL BD ETF230$10.5K<0.1%00.0%Unchanged–
METMetlife IncStock136$10.9K<0.1%00.0%UnchangedHistory
JCIJohnson Controls International plcStock138$11.1K<0.1%00.0%UnchangedHistory
ORIOld Republic International CorpCOM288$11.3K<0.1%00.0%UnchangedHistory
ELEstee Lauder Companies IncCL A175$11.6K<0.1%00.0%UnchangedHistory
iShares Tr46432F859CORE 1 5 YR USD245$11.8K<0.1%00.0%Unchanged–
DUKDuke Energy CORPStock101$12.3K<0.1%00.0%UnchangedHistory
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG116$12.8K<0.1%00.0%Unchanged–
CSCOCisco Systems, Inc.Stock208$12.8K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF59$13.1K<0.1%−13,500−99.6%Reduced–
MUMicron Technology IncStock202$17.6K<0.1%00.0%UnchangedHistory
Vanguard Real Estate ETF922908553ETF200$18.1K<0.1%−12,432−98.4%Reduced–
NXPINXP Semiconductors N.V.COM100$19.0K<0.1%00.0%UnchangedHistory
Tokyo Electron Ltd889110102ADR292$20.0K<0.1%00.0%Unchanged–
VICIVici Properties Inc.COM658$21.5K<0.1%00.0%UnchangedHistory
HOLXHologic IncCOM365$22.5K<0.1%00.0%UnchangedHistory
SLViShares Silver TrustETF750$23.2K<0.1%00.0%UnchangedHistory
MELIMercadolibre IncCOM12$23.4K<0.1%00.0%UnchangedHistory
Vanguard Ftse Developed Markets ETF921943858ETF500$25.4K<0.1%−55,079−99.1%Reduced–
Japan Exchange Group Inc ADR471059105ADR2,588$26.6K<0.1%00.0%Unchanged–
MCHPMicrochip Technology IncStock600$29.0K<0.1%00.0%UnchangedHistory
Nestle SA ADR641069406COM300$30.4K<0.1%00.0%Unchanged–
SONYSony Group CorpSPONSORED ADR1,245$31.6K<0.1%00.0%UnchangedHistory
NUENucor CorpCOM264$31.8K<0.1%00.0%UnchangedHistory
ITWIllinois Tool Works IncStock131$32.5K<0.1%00.0%UnchangedHistory
ELVElevance Health, Inc.Stock75$32.6K<0.1%00.0%UnchangedHistory
WMWaste Management IncStock145$33.6K<0.1%00.0%UnchangedHistory
HALHalliburton CoStock1,411$35.8K<0.1%00.0%UnchangedHistory
LVMH Moet Hennessy Louis Vuitt502441306COM324$40.1K<0.1%00.0%Unchanged–
Global X FDS37954Y624AUTONMOUS EV ETF2,000$42.3K<0.1%00.0%Unchanged–
EPDEnterprise Products Partners L.P.Stock1,250$42.7K<0.1%00.0%UnchangedHistory
TXTTextron IncCOM636$46.0K<0.1%00.0%UnchangedHistory
URIUnited Rentals, Inc.COM77$48.3K<0.1%00.0%UnchangedHistory
iShares Russell 2000 Growth ETF464287648ETF200$51.1K<0.1%00.0%Unchanged–
AZNAstraZeneca PLCSPONSORED ADR768$56.4K<0.1%00.0%UnchangedHistory
PLDPrologis, Inc.REIT533$59.6K<0.1%00.0%UnchangedHistory
STZConstellation Brands, Inc.Stock332$60.9K<0.1%00.0%UnchangedHistory
TTTrane Technologies plcSHS182$61.3K<0.1%00.0%UnchangedHistory
TTETotalEnergies SESPONSORED ADS1,000$64.7K<0.1%+1,000NewHistory
GEGeneral Electric CoStock325$65.0K<0.1%00.0%UnchangedHistory
HIGHartford Insurance Group, Inc.Stock575$71.1K<0.1%00.0%UnchangedHistory
ETNEaton Corp plcStock264$71.8K<0.1%00.0%UnchangedHistory
MRSHMarsh & McLennan Companies, Inc.Stock298$72.7K<0.1%00.0%UnchangedHistory
PHMPultegroup IncCOM718$73.8K<0.1%00.0%UnchangedHistory
AAgilent Technologies, Inc.COM635$74.3K<0.1%00.0%UnchangedHistory
AMGNAmgen IncStock276$86.0K0.1%00.0%UnchangedHistory
iShares Tr464288638ISHS 5-10YR INVT1,660$87.2K0.1%00.0%Unchanged–
UPSUnited Parcel Service IncStock842$92.6K0.1%00.0%UnchangedHistory
DVNDevon Energy CorpStock2,544$95.1K0.1%00.0%UnchangedHistory
PAYXPaychex IncStock618$95.3K0.1%00.0%UnchangedHistory
SNPSSynopsys IncCOM223$95.6K0.1%00.0%UnchangedHistory
OKEONEOK IncCOM1,000$99.2K0.1%00.0%UnchangedHistory
SRESempraStock1,450$103.5K0.1%00.0%UnchangedHistory
LNGCheniere Energy, Inc.COM NEW475$109.9K0.1%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock449$111.6K0.1%00.0%UnchangedHistory
INTUIntuit Inc.Stock187$114.8K0.1%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock234$116.4K0.1%00.0%UnchangedHistory
PAGPPlains GP Holdings LPLTD PARTNR INT A5,500$117.5K0.1%00.0%UnchangedHistory
DHRDanaher CorpStock600$123.0K0.1%00.0%UnchangedHistory
LRCXLam Research CorpStock1,740$126.5K0.1%00.0%UnchangedHistory
CBChubb LtdStock425$128.3K0.1%00.0%UnchangedHistory
MSMorgan StanleyStock1,107$129.2K0.1%00.0%UnchangedHistory
iShares Tr46436E7180-3 MTH TREASURY1,400$140.9K0.1%00.0%Unchanged–
MNSTMonster Beverage CorpCOM2,420$141.6K0.1%00.0%UnchangedHistory
NVONovo Nordisk A SADR2,080$144.4K0.1%+1,200+136.4%AddedHistory
KKellanovaStock1,790$147.7K0.1%00.0%UnchangedHistory
AMATApplied Materials IncStock1,020$148.0K0.1%00.0%UnchangedHistory
MCKMcKesson CorpStock234$157.5K0.1%00.0%UnchangedHistory
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS2,700$158.5K0.1%00.0%Unchanged–
PSXPhillips 66Stock1,303$160.9K0.1%00.0%UnchangedHistory
ASMLASML Holding NVADR258$171.0K0.1%+150+138.9%AddedHistory
GLDSPDR Gold TrustETF600$172.9K0.1%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock1,906$195.8K0.1%00.0%UnchangedHistory
Vanguard S&P 500 ETF922908363ETF400$205.6K0.1%00.0%Unchanged–
Vanguard Mun BD FDS922907746TAX EXEMPT BD4,460$221.3K0.1%00.0%Unchanged–
BLKBlackRock, Inc.Stock237$224.3K0.1%00.0%UnchangedHistory
SPGIS&P Global Inc.Stock443$225.1K0.1%00.0%UnchangedHistory
COPConocoPhillipsStock2,232$234.4K0.2%00.0%UnchangedHistory
CATCaterpillar IncStock752$248.0K0.2%00.0%UnchangedHistory
TGTTarget CorpStock2,382$248.6K0.2%00.0%UnchangedHistory
TXNTexas Instruments IncStock1,387$249.2K0.2%00.0%UnchangedHistory