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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
AXPAmerican Express CoStock936$251.8K0.2%00.0%UnchangedHistory
WMBWilliams Companies, Inc.COM4,264$254.8K0.2%00.0%UnchangedHistory
ADPAutomatic Data Processing IncStock859$262.5K0.2%00.0%UnchangedHistory
TRGPTarga Resources Corp.COM1,350$270.6K0.2%00.0%UnchangedHistory
INTCIntel CorpStock12,366$280.8K0.2%00.0%UnchangedHistory
ADBEAdobe Inc.Stock778$298.4K0.2%00.0%UnchangedHistory
LOWLowes Companies IncStock1,283$299.2K0.2%00.0%UnchangedHistory
ORCLOracle CorpStock2,190$306.2K0.2%00.0%UnchangedHistory
EQTEQT CorpStock5,761$307.8K0.2%00.0%UnchangedHistory
ACNAccenture plcStock997$311.1K0.2%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock3,029$312.6K0.2%00.0%UnchangedHistory
NKENIKE, Inc.Stock5,281$335.2K0.2%00.0%UnchangedHistory
MDLZMondelez International, Inc.Stock5,216$353.9K0.2%00.0%UnchangedHistory
KOCoca Cola CoStock4,985$357.0K0.2%00.0%UnchangedHistory
LMTLockheed Martin CorpStock816$364.5K0.2%00.0%UnchangedHistory
QCOMQualcomm IncStock2,450$376.3K0.2%00.0%UnchangedHistory
SBUXStarbucks CorpStock4,218$413.7K0.3%00.0%UnchangedHistory
CARRCarrier Global CorpStock6,583$417.4K0.3%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock2,044$428.3K0.3%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock838$457.8K0.3%00.0%UnchangedHistory
LINLinde PLCStock998$464.7K0.3%00.0%UnchangedHistory
LLYEli Lilly & CoStock610$503.8K0.3%+10+1.7%AddedHistory
UBERUber Technologies, IncStock7,132$519.6K0.3%00.0%UnchangedHistory
AMTAmerican Tower CorpREIT2,391$520.3K0.3%00.0%UnchangedHistory
MDTMedtronic plcStock6,199$557.0K0.4%00.0%UnchangedHistory
RTXRTX CorpStock4,405$583.5K0.4%−1,250−22.1%ReducedHistory
HONHoneywell International IncCOM2,924$619.2K0.4%00.0%UnchangedHistory
BACBank of America CorpStock15,866$662.1K0.4%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock2,368$698.4K0.5%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock1,446$757.3K0.5%00.0%UnchangedHistory
CVXChevron CorpStock4,610$771.2K0.5%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock8,686$779.7K0.5%00.0%UnchangedHistory
FASTFastenal CoStock10,189$790.2K0.5%00.0%UnchangedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF1,484$791.7K0.5%00.0%UnchangedHistory
iShares Russell 2000 ETF464287655ETF4,176$833.1K0.5%00.0%Unchanged–
PEPPepsiCo IncStock5,568$834.9K0.5%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock6,455$856.3K0.6%00.0%UnchangedHistory
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF30,295$890.7K0.6%00.0%Unchanged–
PMPhilip Morris International Inc.Stock5,768$915.6K0.6%00.0%UnchangedHistory
TJXTJX Companies IncStock8,094$985.8K0.6%00.0%UnchangedHistory
NVDANVIDIA CorpStock9,650$1.05M0.7%00.0%UnchangedHistory
MCDMcDonalds CorpStock3,439$1.07M0.7%00.0%UnchangedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR6,472$1.07M0.7%00.0%UnchangedHistory
PGProcter & Gamble CoStock6,377$1.09M0.7%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock6,630$1.11M0.7%00.0%UnchangedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF7,029$1.31M0.9%−21,600−75.4%Reduced–
GOOGLAlphabet Inc.Stock8,745$1.35M0.9%00.0%UnchangedHistory
iShares Core S&P Small Cap ETF464287804ETF14,115$1.48M1.0%00.0%Unchanged–
XOMExxonMobil Holdings CorpCOM12,766$1.52M1.0%00.0%UnchangedHistory
MCOMoodys CorpStock3,445$1.60M1.0%−250−6.8%ReducedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF36,998$1.67M1.1%00.0%Unchanged–
VVisa Inc.Stock4,794$1.68M1.1%00.0%UnchangedHistory
UNPUnion Pacific CorpStock7,407$1.75M1.1%00.0%UnchangedHistory
WMTWalmart Inc.Stock20,030$1.76M1.1%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock1,892$1.79M1.2%00.0%UnchangedHistory
JNJJohnson & JohnsonStock11,118$1.84M1.2%−67−0.6%ReducedHistory
GBDCGolub Capital BDC, Inc.COM123,041$1.86M1.2%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock7,672$1.88M1.2%00.0%UnchangedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF7,838$2.01M1.3%00.0%Unchanged–
METAMeta Platforms, Inc.Stock3,558$2.05M1.3%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF4,088$2.29M1.5%00.0%UnchangedHistory
iShares Core S&P US Value ETF464287663ETF25,634$2.37M1.5%00.0%Unchanged–
iShares Russell 1000 Growth ETF464287614ETF6,696$2.42M1.6%00.0%Unchanged–
NEENextera Energy IncStock35,598$2.52M1.6%00.0%UnchangedHistory
AMZNAmazon Com IncStock14,335$2.73M1.8%00.0%UnchangedHistory
iShares Core S&P Mid-Cap ETF464287507ETF48,296$2.82M1.8%00.0%Unchanged–
Vanguard Total Bond Market ETF921937835ETF45,848$3.37M2.2%00.0%Unchanged–
HDHome Depot, Inc.Stock9,987$3.66M2.4%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock8,380$4.46M2.9%00.0%UnchangedHistory
iShares Tr46434V878ULTRA SHORT DUR100,060$5.07M3.3%+44,060+78.7%Added–
MAMastercard IncStock10,103$5.54M3.6%−1,250−11.0%ReducedHistory
GOOGAlphabet Inc.Stock38,679$6.04M3.9%−350−0.9%ReducedHistory
MSFTMicrosoft CorpStock23,301$8.75M5.7%−1,000−4.1%ReducedHistory
AAPLApple Inc.Stock72,248$16.0M10.5%−4,875−6.3%ReducedHistory
BRK.ABerkshire Hathaway IncCL A33$26.3M17.2%00.0%UnchangedHistory