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CIK: 0001743863
Total reported value
$311.9M
$311.9M
98 檔
37.9%
As reported in its official Q1 2024 Form 13F filing, Peachtree Investment Partners, LLC's tracked investment portfolio stood at $311.9M with 98 total positions.
During Q1 2024, Peachtree Investment Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 15.15% | -1.67% | +0.62% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 11.43% | -0.36% | -7.96% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 8.73% | +0.73% | -8.92% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.79% | +2.22% | +9.86% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 5.69% | -0.35% | -6.73% | |
| 6 | HD | Home Depot Inc | Stock-Consumer Disc | 5.38% | -0.53% | -4.34% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.69% | -0.14% | +10.16% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.46% | -0.90% | -5.90% | |
| 9 | MCK | Mckesson CORP | Stock-Healthcare | 3.07% | -1.61% | -13.30% | |
| 10 | ACN | Accenture plc | Stock-Tech | 2.81% | -0.29% | -10.38% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 2.76% | -0.36% | -8.93% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.32% | +0.08% | -4.01% | |
| 13 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.12% | -0.53% | -7.94% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.79% | +0.52% | -1.02% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.62% | -0.17% | -9.47% | |
| 16 | ADP | Automatic Data Processing | Stock-Tech | 1.60% | -0.09% | -17.40% | |
| 17 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.20% | -0.53% | -25.86% | |
| 18 | COR | Cencora Inc | Stock-Healthcare | 1.19% | -0.71% | +9.04% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.11% | -0.15% | +0.54% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.06% | +0.17% | +10.86% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | +0.12% | +109.18% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 0.76% | -0.21% | -15.42% | |
| 23 | SYK | Stryker CORP | Stock-Healthcare | 0.76% | -0.29% | +1.85% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | -0.20% | -1.50% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.67% | -0.14% | -15.33% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.55% | -0.13% | -9.40% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.55% | -0.04% | +9.31% | |
| 28 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.53% | -0.08% | -17.66% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.06% | +1.06% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.46% | +0.08% | NEW | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | — | +14.49% | |
| 32 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.39% | — | +241.73% | |
| 33 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.38% | -0.04% | -28.26% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.33% | +0.01% | — | |
| 35 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.32% | — | +43.79% | |
| 36 | CTAS | Cintas CORP | Stock-Industrials | 0.30% | -0.02% | +0.93% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.30% | -0.01% | -2.26% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.27% | -0.01% | +332.84% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.26% | -0.02% | — | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | +0.51% | +41.38% | |
| 41 | ETN | Eaton Corporation plc | Stock-Industrials | 0.24% | — | +48.46% | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.23% | +0.11% | +4.97% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.23% | — | +6.67% | |
| 44 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.22% | -0.19% | -20.12% | |
| 45 | ROL | Rollins Inc | Stock-Consumer Disc | 0.22% | -0.15% | -30.33% | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.22% | +0.27% | NEW | |
| 47 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.21% | -0.02% | — | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.20% | +0.02% | +46.54% | |
| 49 | HON | Honeywell International Inc | Stock-Industrials | 0.20% | -0.16% | EXIT | |
| 50 | FHN | First Horizon CORP | Stock-Financials | 0.19% | -0.01% | — |
According to official SEC Form 13F filings, Peachtree Investment Partners, LLC reported a total U.S. public equity portfolio value of $311.9M across 98 disclosed positions in Q1 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, LLY) accounted for 37.9% of total reported equity market value during Q1 2024.
During Q1 2024, Peachtree Investment Partners, LLC's top holdings by market value included MSFT (15.2%)、AAPL (11.4%)、LLY (8.7%). The largest single position, MSFT, represented 15.2% of total portfolio value.
In Q1 2024, Peachtree Investment Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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