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CIK: 0001743863
Total reported value
$311.9M
$311.9M
125 檔
36.9%
The Q1 2025 SEC filing reveals that Peachtree Investment Partners, LLC held a total portfolio value of $311.9M, covering 125 public equity positions.
In Q1 2025, Peachtree Investment Partners, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 13.60% | -0.36% | -3.10% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 11.63% | -1.67% | -4.96% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 8.14% | +0.73% | -2.70% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 6.91% | -0.35% | +0.47% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 5.17% | -0.90% | -4.34% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.89% | +2.22% | -25.67% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 4.52% | -0.53% | -2.45% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.27% | -0.14% | -22.20% | |
| 9 | MCK | Mckesson CORP | Stock-Healthcare | 3.74% | -1.61% | +1.75% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 3.13% | -0.36% | +2.81% | |
| 11 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.43% | -0.53% | -1.97% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.41% | +0.08% | -2.12% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.94% | -0.17% | +2.37% | |
| 14 | ADP | Automatic Data Processing | Stock-Tech | 1.87% | -0.09% | +10.42% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.74% | +0.52% | -0.33% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.54% | -0.15% | +12.09% | |
| 17 | ACN | Accenture plc | Stock-Tech | 1.40% | -0.29% | -2.75% | |
| 18 | COR | Cencora Inc | Stock-Healthcare | 1.15% | -0.71% | +5.97% | |
| 19 | VFMV | Vanguard US Minimum Volatili | ETF-Other | 1.08% | — | — | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.06% | +0.12% | -13.14% | |
| 21 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.05% | -0.53% | -6.16% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.83% | +0.17% | -26.80% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 0.74% | -0.21% | -0.54% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.66% | +0.11% | -11.06% | |
| 25 | SYK | Stryker CORP | Stock-Healthcare | 0.66% | -0.29% | -3.03% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.59% | -0.13% | +8.60% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.55% | -0.14% | -0.60% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | -0.20% | -7.24% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | -0.06% | +5.85% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.42% | +0.08% | NEW | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.40% | -0.02% | -12.22% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.51% | -7.62% | |
| 33 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.37% | -0.26% | -19.36% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.34% | — | +6.77% | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.33% | -0.01% | +4.47% | |
| 36 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.33% | -0.04% | +0.15% | |
| 37 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.27% | — | -5.09% | |
| 38 | ROL | Rollins Inc | Stock-Consumer Disc | 0.26% | -0.15% | +1.52% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | +0.18% | -12.48% | |
| 40 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.25% | -0.08% | -2.94% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.24% | -0.04% | -13.67% | |
| 42 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.24% | — | — | |
| 43 | RSG | Republic Services Inc | Stock-Industrials | 0.24% | — | +42.30% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.22% | -0.03% | +30.16% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.21% | +0.02% | +3.28% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.21% | -0.01% | -0.62% | |
| 47 | T | At&t Inc | Stock-Comm Services | 0.21% | -0.08% | EXIT | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.20% | +0.01% | +0.07% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.20% | -0.47% | EXIT | |
| 50 | AXP | American Express Co | Stock-Financials | 0.19% | -0.04% | +48.82% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 4 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 5 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 6 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 7 | HD | Home Depot Inc | — | NEW | New buy |
| 8 | SCHG | Schwab US Large-cap Growth | — | NEW | New buy |
| 9 | MCK | Mckesson CORP | — | NEW | New buy |
| 10 | MA | Mastercard Inc - A | — | NEW | New buy |
| 11 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 12 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 13 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 14 | ADP | Automatic Data Processing | — | NEW | New buy |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 17 | ACN | Accenture plc | — | NEW | New buy |
| 18 | COR | Cencora Inc | — | NEW | New buy |
| 19 | VFMV | Vanguard US Minimum Volatili | — | NEW | New buy |
| 20 | NVDA | Nvidia CORP | — | NEW | New buy |
| 21 | NOC | Northrop Grumman CORP | — | NEW | New buy |
| 22 | VGT | Vanguard Info Tech ETF | — | NEW | New buy |
| 23 | ABT | Abbott Laboratories | — | NEW | New buy |
| 24 | SCHX | Schwab US Large-cap ETF | — | NEW | New buy |
| 25 | SYK | Stryker CORP | — | NEW | New buy |
| 26 | SCHB | Schwab US Broad Market ETF | — | NEW | New buy |
| 27 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 28 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 29 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 30 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 31 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 32 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 33 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 34 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 35 | KO | Coca-cola Co/the | — | NEW | New buy |
| 36 | ROST | Ross Stores Inc | — | NEW | New buy |
| 37 | MAR | Marriott International -cl A | — | NEW | New buy |
| 38 | ROL | Rollins Inc | — | NEW | New buy |
| 39 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 40 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 41 | PEP | Pepsico Inc | — | NEW | New buy |
| 42 | MNST | Monster Beverage CORP | — | NEW | New buy |
| 43 | RSG | Republic Services Inc | — | NEW | New buy |
| 44 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 45 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 46 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 47 | T | At&t Inc | — | NEW | New buy |
| 48 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 49 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 50 | AXP | American Express Co | — | NEW | New buy |
According to official SEC Form 13F filings, Peachtree Investment Partners, LLC reported a total U.S. public equity portfolio value of $311.9M across 125 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 AAPL, MSFT, LLY) accounted for 36.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $34.4M
During Q1 2025, Peachtree Investment Partners, LLC's top holdings by market value included AAPL (13.6%)、MSFT (11.6%)、LLY (8.1%). The largest single position, AAPL, represented 13.6% of total portfolio value.
In Q1 2025, Peachtree Investment Partners, LLC made 50 total portfolio adjustments, initiating 50 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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