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CIK: 0001743863
Total reported value
$311.9M
$311.9M
126 檔
37.3%
At the close of Q2 2025, Peachtree Investment Partners, LLC disclosed equity holdings valued at approximately $311.9M, spread across 126 reported holdings.
During Q2 2025, 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 | 13.92% | -1.67% | -6.50% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 11.57% | -0.36% | -4.67% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 7.18% | +0.73% | -3.24% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 6.74% | -0.35% | -0.39% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 5.05% | -0.90% | -3.31% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.74% | +2.22% | -9.26% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 4.25% | -0.53% | -2.53% | |
| 8 | MCK | Mckesson CORP | Stock-Healthcare | 3.97% | -1.61% | +0.92% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.92% | -0.14% | -18.53% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 3.18% | -0.36% | +2.87% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.53% | +0.08% | -5.89% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.47% | -0.17% | +11.38% | |
| 13 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.35% | -0.53% | -1.41% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.01% | +0.12% | +34.75% | |
| 15 | ADP | Automatic Data Processing | Stock-Tech | 1.79% | -0.09% | -2.02% | |
| 16 | COR | Cencora Inc | Stock-Healthcare | 1.35% | -0.71% | +13.13% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.30% | -0.15% | -4.09% | |
| 18 | ACN | Accenture plc | Stock-Tech | 1.20% | -0.29% | -7.18% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.20% | +0.11% | +70.31% | |
| 20 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.06% | -0.26% | +82.37% | |
| 21 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.96% | -0.53% | -3.84% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 0.74% | -0.21% | +0.57% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.70% | +0.17% | -28.44% | |
| 24 | SYK | Stryker CORP | Stock-Healthcare | 0.67% | -0.29% | -1.08% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.66% | -0.13% | +4.99% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | -0.02% | +31.63% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.50% | -0.14% | -0.47% | |
| 28 | RSG | Republic Services Inc | Stock-Industrials | 0.46% | — | +92.71% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.20% | -1.91% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | +0.18% | +51.27% | |
| 31 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.41% | +0.09% | — | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.40% | -0.06% | -5.20% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.39% | +0.12% | — | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 0.38% | -0.03% | +51.54% | |
| 35 | WM | Waste Management Inc | Stock-Industrials | 0.37% | — | +146.85% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.36% | — | — | |
| 37 | ROL | Rollins Inc | Stock-Consumer Disc | 0.34% | -0.15% | +32.05% | |
| 38 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.34% | — | +34.26% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.34% | +0.02% | +46.05% | |
| 40 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.32% | -0.04% | +2.44% | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.32% | -0.01% | +0.24% | |
| 42 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.27% | — | -7.51% | |
| 43 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.27% | -0.08% | +0.16% | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.25% | — | — | |
| 45 | COF | Capital One Financial CORP | Stock-Financials | 0.23% | -0.01% | — | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.23% | +0.01% | -1.33% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.21% | -0.01% | +0.20% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | +0.51% | -49.05% | |
| 49 | CTAS | Cintas CORP | Stock-Industrials | 0.21% | -0.02% | +18.37% | |
| 50 | FHN | First Horizon CORP | Stock-Financials | 0.20% | -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 126 disclosed positions in Q2 2025.
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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 37.3% of total reported equity market value during Q2 2025.
During Q2 2025, Peachtree Investment Partners, LLC's top holdings by market value included MSFT (13.9%)、AAPL (11.6%)、LLY (7.2%). The largest single position, MSFT, represented 13.9% of total portfolio value.
In Q2 2025, 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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