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CIK: 0001743863
Total reported value
$311.9M
$311.9M
128 檔
40.6%
During the Q3 2025 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 128 reported positions.
In Q3 2025, Peachtree Investment Partners, LLC displayed an active expansion posture, initiating 12 new positions and adding to 16 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 12.91% | -1.67% | -1.95% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 12.77% | -0.36% | -2.12% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.44% | +2.22% | +38.78% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 6.04% | +0.73% | -5.41% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 5.74% | -0.35% | -2.47% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.87% | -0.14% | +25.18% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 4.47% | -0.53% | +4.74% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.14% | -0.90% | -3.60% | |
| 9 | MCK | Mckesson CORP | Stock-Healthcare | 3.51% | -1.61% | -7.60% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 2.92% | -0.36% | -0.46% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.51% | -0.17% | +2.88% | |
| 12 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.47% | -0.53% | -1.03% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.46% | +0.12% | +14.09% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.42% | +0.08% | +5.46% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.35% | +0.11% | +99.67% | |
| 16 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.51% | -0.26% | +16.99% | |
| 17 | ADP | Automatic Data Processing | Stock-Tech | 1.46% | -0.09% | -5.21% | |
| 18 | COR | Cencora Inc | Stock-Healthcare | 1.19% | -0.71% | -7.07% | |
| 19 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.04% | -0.53% | -1.50% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | -0.15% | -23.37% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | +0.18% | +66.12% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.80% | +0.12% | +89.25% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | -0.02% | +30.32% | |
| 24 | ACN | Accenture plc | Stock-Tech | 0.74% | -0.29% | -17.76% | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.72% | +0.17% | +0.04% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.68% | +0.02% | +62.09% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.65% | -0.13% | -0.18% | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 0.63% | -0.21% | -4.25% | |
| 29 | SYK | Stryker CORP | Stock-Healthcare | 0.55% | -0.29% | -1.77% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | -0.20% | -4.58% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.42% | -0.14% | -10.77% | |
| 32 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.40% | +0.09% | +0.84% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.51% | +85.16% | |
| 34 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.34% | -0.04% | -2.12% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.33% | -0.06% | -5.95% | |
| 36 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.33% | — | — | |
| 37 | GE | General Electric | Stock-Industrials | 0.28% | -0.04% | +39.00% | |
| 38 | ROL | Rollins Inc | Stock-Consumer Disc | 0.28% | -0.15% | -14.71% | |
| 39 | RSG | Republic Services Inc | Stock-Industrials | 0.27% | — | -29.16% | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.27% | -0.01% | -0.81% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.26% | +0.01% | +11.65% | |
| 42 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.24% | -0.08% | -2.64% | |
| 43 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.23% | — | -2.56% | |
| 44 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.22% | -0.19% | +1.48% | |
| 45 | WM | Waste Management Inc | Stock-Industrials | 0.22% | — | -33.58% | |
| 46 | COF | Capital One Financial CORP | Stock-Financials | 0.21% | -0.01% | — | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.20% | -0.01% | -1.29% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.20% | -0.08% | +17.42% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.20% | +0.03% | — | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.18% | — | -12.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | +1.7% | +99.67% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +1.6% | +38.78% | Add |
| 3 | NVDA | Nvidia CORP | +1.4% | +14.09% | Add |
| 4 | MSFT | Microsoft CORP | +1.3% | -1.95% | Trim |
| 5 | PLTR | Palantir Technologies Inc-a | +1.1% | +16.99% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.6% | +66.12% | Add |
| 7 | SCHG | Schwab US Large-cap Growth | +0.6% | +25.18% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.6% | +2.88% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.5% | +62.09% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.4% | +30.32% | Add |
| 11 | MNST | Monster Beverage CORP | +0.1% | — | Add |
| 12 | TSLA | Tesla Inc | +0.1% | — | Trim |
| 13 | SCHB | Schwab US Broad Market ETF | +0.1% | -0.18% | Add |
| 14 | WM | Waste Management Inc | +0.1% | -33.58% | Add |
| 15 | IWF | Ishares Russell 1000 Growth | +0.1% | +11.65% | Add |
| 16 | TJX | Tjx Companies Inc | 0% | -1.03% | Trim |
| 17 | COR | Cencora Inc | 0% | -7.07% | Add |
| 18 | AMZN | Amazon.com Inc | 0% | +5.46% | Trim |
| 19 | NOC | Northrop Grumman CORP | 0% | -1.50% | Trim |
| 20 | HD | Home Depot Inc | -0.1% | +4.74% | Add |
| 21 | PG | Procter & Gamble Co/the | -0.1% | -5.95% | Trim |
| 22 | MA | Mastercard Inc - A | -0.2% | -0.46% | Add |
| 23 | MCK | Mckesson CORP | -0.2% | -7.60% | Trim |
| 24 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -69.40% | Trim |
| 25 | ADP | Automatic Data Processing | -0.4% | -5.21% | Trim |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | -23.37% | Trim |
| 27 | ACN | Accenture plc | -0.7% | -17.76% | Trim |
| 28 | AAPL | Apple Inc | -0.8% | -2.12% | Trim |
| 29 | COST | Costco Wholesale CORP | -1% | -3.60% | Trim |
| 30 | V | Visa Inc-class A Shares | -1.2% | -2.47% | Trim |
| 31 | LLY | Eli Lilly & Co | -2.1% | -5.41% | Trim |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | Sold out |
| 33 | VFMV | Vanguard US Minimum Volatili | — | EXIT | Sold out |
| 34 | AVGO | Broadcom Inc | — | NEW | New buy |
| 35 | SPMO | Invesco S&p 500 Momentum ETF | — | NEW | New buy |
| 36 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 37 | GE | General Electric | — | NEW | New buy |
| 38 | COF | Capital One Financial CORP | — | NEW | New buy |
| 39 | NFLX | Netflix Inc | — | NEW | New buy |
| 40 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 41 | DFSEUR | Discover Financial Services | — | EXIT | Sold out |
| 42 | ORCL | Oracle CORP | — | NEW | New buy |
| 43 | SSB | Southstate Bank CORP | — | NEW | New buy |
| 44 | SSBUSD | Southstate Bank CORP | — | EXIT | Sold out |
| 45 | MRSH | Marsh & Mclennan Cos | — | EXIT | Sold out |
| 46 | ICE | Intercontinental Exchange In | — | NEW | New buy |
| 47 | CAT | Caterpillar Inc | — | NEW | New buy |
| 48 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 49 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 50 | SO | Southern Co/the | — | EXIT | Sold out |
According to official SEC Form 13F filings, Peachtree Investment Partners, LLC reported a total U.S. public equity portfolio value of $311.9M across 128 disclosed positions in Q3 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 MSFT, AAPL, VOO) accounted for 40.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
AVGO
市值: $2.3M
Top Position Liquidated / Trimmed
SPY
前期市值: $4.4M
During Q3 2025, Peachtree Investment Partners, LLC's top holdings by market value included MSFT (12.9%)、AAPL (12.8%)、VOO (6.4%). The largest single position, MSFT, represented 12.9% of total portfolio value.
In Q3 2025, Peachtree Investment Partners, LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 16 positions, trimming 15 holdings, and fully liquidating 7 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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