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CIK: 0001743863
Total reported value
$311.9M
$311.9M
113 檔
41.1%
According to the latest 13F quarterly dataset, Peachtree Investment Partners, LLC managed an equity portfolio of $311.9M at the end of Q3 2024, spanning 113 distinct U.S. exchange-listed positions.
During Q3 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 | AAPL | Apple Inc | Stock-Tech | 14.15% | -0.36% | -0.11% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 13.93% | -1.67% | -1.88% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 9.20% | +0.73% | -0.71% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.77% | +2.22% | -1.42% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 5.18% | -0.35% | -0.49% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.16% | -0.14% | +7.37% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 5.10% | -0.53% | +0.15% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.99% | -0.90% | -0.65% | |
| 9 | MCK | Mckesson CORP | Stock-Healthcare | 2.67% | -1.61% | -2.32% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 2.63% | -0.36% | +0.13% | |
| 11 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.33% | -0.53% | +2.11% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.19% | +0.08% | +0.61% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.73% | +0.52% | -4.74% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.60% | -0.17% | -1.67% | |
| 15 | ACN | Accenture plc | Stock-Tech | 1.59% | -0.29% | -4.05% | |
| 16 | ADP | Automatic Data Processing | Stock-Tech | 1.48% | -0.09% | -6.22% | |
| 17 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.23% | -0.53% | +0.36% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.17% | -0.15% | +4.98% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.13% | +0.12% | -4.97% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.08% | +0.17% | +6.75% | |
| 21 | COR | Cencora Inc | Stock-Healthcare | 0.91% | -0.71% | -7.66% | |
| 22 | SYK | Stryker CORP | Stock-Healthcare | 0.68% | -0.29% | -3.97% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 0.64% | -0.21% | -6.22% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | -0.20% | -1.58% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.59% | -0.14% | -7.44% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.55% | +0.11% | +2.39% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.53% | -0.13% | +0.34% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.48% | +0.08% | NEW | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | -0.06% | -3.14% | |
| 30 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.40% | -0.04% | +10.19% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | +0.51% | +0.22% | |
| 32 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.40% | -0.08% | -9.08% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | -0.02% | +9.67% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.38% | -0.04% | -16.35% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.31% | — | +0.72% | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.30% | -0.01% | -7.70% | |
| 37 | CTAS | Cintas CORP | Stock-Industrials | 0.30% | -0.02% | +248.18% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | +0.18% | +23.98% | |
| 39 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.27% | — | -5.12% | |
| 40 | ETN | Eaton Corporation plc | Stock-Industrials | 0.24% | — | -1.52% | |
| 41 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.23% | -0.09% | +27.45% | |
| 42 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.23% | -0.19% | -0.51% | |
| 43 | ROL | Rollins Inc | Stock-Consumer Disc | 0.23% | -0.15% | +0.29% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.22% | -0.01% | -17.10% | |
| 45 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.22% | — | -52.82% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.21% | -0.03% | — | |
| 47 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.21% | — | — | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.21% | +0.02% | -1.15% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | -0.47% | EXIT | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.20% | +0.01% | +0.14% |
According to official SEC Form 13F filings, Peachtree Investment Partners, LLC reported a total U.S. public equity portfolio value of $311.9M across 113 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, LLY) accounted for 41.1% of total reported equity market value during Q3 2024.
During Q3 2024, Peachtree Investment Partners, LLC's top holdings by market value included AAPL (14.2%)、MSFT (13.9%)、LLY (9.2%). The largest single position, AAPL, represented 14.2% of total portfolio value.
In Q3 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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