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CIK: 0001743863
Total reported value
$311.9M
$311.9M
97 檔
40.5%
During the Q2 2024 filing period, Peachtree Investment Partners, LLC (CIK: 0001743863) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $311.9M across 97 reported positions.
During Q2 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 | 15.38% | -1.67% | -1.49% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 13.35% | -0.36% | -1.96% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 9.88% | +0.73% | +0.15% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.79% | +2.22% | -15.60% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 5.19% | -0.35% | -0.08% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 5.02% | -0.90% | +0.02% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.86% | -0.14% | -1.84% | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 4.51% | -0.53% | -3.74% | |
| 9 | MCK | Mckesson CORP | Stock-Healthcare | 3.37% | -1.61% | +3.92% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 2.45% | -0.36% | -0.21% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.35% | +0.08% | -2.59% | |
| 12 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.23% | -0.53% | -0.06% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.80% | +0.52% | -0.47% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.62% | -0.17% | +2.25% | |
| 15 | ACN | Accenture plc | Stock-Tech | 1.48% | -0.29% | -37.75% | |
| 16 | ADP | Automatic Data Processing | Stock-Tech | 1.42% | -0.09% | -4.45% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.26% | +0.12% | +966.93% | |
| 18 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.05% | -0.53% | -0.50% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.04% | +0.17% | -8.36% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.03% | -0.15% | -1.12% | |
| 21 | COR | Cencora Inc | Stock-Healthcare | 1.02% | -0.71% | -4.28% | |
| 22 | SYK | Stryker CORP | Stock-Healthcare | 0.70% | -0.29% | -0.15% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 0.65% | -0.21% | -3.30% | |
| 24 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.57% | — | +34.54% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.56% | -0.20% | -7.85% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.56% | -0.14% | -5.34% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.53% | +0.11% | +125.04% | |
| 28 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.52% | -0.13% | -4.90% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | -0.06% | -2.68% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.46% | -0.04% | -7.25% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.46% | +0.08% | NEW | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | +0.51% | +62.60% | |
| 33 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.39% | -0.08% | -5.18% | |
| 34 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.37% | -0.04% | +0.08% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.33% | -0.02% | +25.59% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.31% | — | -22.31% | |
| 37 | CTAS | Cintas CORP | Stock-Industrials | 0.30% | -0.02% | +1.48% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.30% | -0.01% | +0.10% | |
| 39 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.29% | — | -4.87% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.26% | -0.01% | +0.75% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | +0.18% | +24.69% | |
| 42 | ETN | Eaton Corporation plc | Stock-Industrials | 0.24% | — | +5.32% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.47% | EXIT | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | +0.02% | +0.03% | |
| 45 | ROL | Rollins Inc | Stock-Consumer Disc | 0.23% | -0.15% | +0.32% | |
| 46 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.23% | -0.19% | -0.58% | |
| 47 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.21% | — | +38.81% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.20% | +0.01% | -41.26% | |
| 49 | HON | Honeywell International Inc | Stock-Industrials | 0.20% | -0.16% | EXIT | |
| 50 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.20% | +0.01% | +62.75% |
According to official SEC Form 13F filings, Peachtree Investment Partners, LLC reported a total U.S. public equity portfolio value of $311.9M across 97 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, LLY) accounted for 40.5% of total reported equity market value during Q2 2024.
During Q2 2024, Peachtree Investment Partners, LLC's top holdings by market value included MSFT (15.4%)、AAPL (13.3%)、LLY (9.9%). The largest single position, MSFT, represented 15.4% of total portfolio value.
In Q2 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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