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CIK: 0001743863
Total reported value
$311.9M
$311.9M
129 檔
34.6%
In Q1 2026, Peachtree Investment Partners, LLC's U.S. equity holdings reached a combined market value of $311.9M, distributed across 129 disclosed stock positions.
Peachtree Investment Partners, LLC executed strategic sector rebalancing during Q1 2026, establishing 9 new positions while fully exiting 7 holdings and trimming 50 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 13.56% | -0.36% | -2.35% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 9.01% | -1.67% | -7.73% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 7.63% | +0.73% | -4.01% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.91% | +2.22% | -14.05% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 5.04% | -0.35% | -6.96% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.38% | -0.90% | -4.99% | |
| 7 | MCK | Mckesson CORP | Stock-Healthcare | 4.35% | -1.61% | -3.08% | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 3.65% | -0.53% | -4.15% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.21% | -0.14% | -38.28% | |
| 10 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.03% | -0.53% | -1.18% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.59% | +0.12% | +0.16% | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 2.51% | -0.36% | -7.42% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.49% | -0.17% | -3.19% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.30% | +0.08% | -8.90% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.04% | -1.31% | +1893.35% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.77% | +0.52% | -1.43% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.46% | +0.11% | -60.47% | |
| 18 | COR | Cencora Inc | Stock-Healthcare | 1.42% | -0.71% | -2.39% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.30% | +0.18% | -4.67% | |
| 20 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.28% | -0.53% | +6.67% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.11% | -0.13% | +52.27% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.95% | +0.02% | -4.58% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.93% | -0.20% | +9.24% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.83% | -0.15% | -5.36% | |
| 25 | ADP | Automatic Data Processing | Stock-Tech | 0.80% | -0.09% | -7.94% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | +0.12% | -19.57% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.67% | +0.17% | -6.62% | |
| 28 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.63% | -0.04% | +6.67% | |
| 29 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.62% | -0.26% | -45.05% | |
| 30 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.59% | -0.03% | — | |
| 31 | ACN | Accenture plc | Stock-Tech | 0.57% | -0.29% | -2.96% | |
| 32 | SYK | Stryker CORP | Stock-Healthcare | 0.56% | -0.29% | +1.28% | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 0.51% | -0.21% | -2.89% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.49% | -0.14% | +1.20% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.47% | EXIT | |
| 36 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.43% | +0.09% | +4.61% | |
| 37 | GLW | Corning Inc | Stock-Tech | 0.43% | +0.37% | +110.90% | |
| 38 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.38% | -0.19% | +41.94% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | +0.51% | +31.13% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.32% | -0.08% | +13.55% | |
| 41 | GE | General Electric | Stock-Industrials | 0.32% | -0.04% | -8.83% | |
| 42 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.30% | — | +1.58% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.30% | -0.01% | +8.30% | |
| 44 | ROL | Rollins Inc | Stock-Consumer Disc | 0.30% | -0.15% | -26.20% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.29% | +0.19% | +2.32% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.28% | -0.06% | -8.17% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | -0.02% | -36.91% | |
| 48 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.26% | -0.01% | -32.66% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.25% | +0.01% | -1.52% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.23% | -0.01% | -1.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | +2% | +1893.35% | Add |
| 2 | COST | Costco Wholesale CORP | +0.9% | -4.99% | Trim |
| 3 | MCK | Mckesson CORP | +0.6% | -3.08% | Trim |
| 4 | AAPL | Apple Inc | +0.6% | -2.35% | Trim |
| 5 | TJX | Tjx Companies Inc | +0.5% | -1.18% | Trim |
| 6 | SCHB | Schwab US Broad Market ETF | +0.5% | +52.27% | Add |
| 7 | NOC | Northrop Grumman CORP | +0.4% | +6.67% | Add |
| 8 | GLW | Corning Inc | +0.3% | +110.90% | Add |
| 9 | XOM | Exxon Mobil CORP | +0.3% | +89.07% | Add |
| 10 | JNJ | Johnson & Johnson | +0.3% | +9.24% | Add |
| 11 | ROST | Ross Stores Inc | +0.2% | +6.67% | Add |
| 12 | NVDA | Nvidia CORP | +0.2% | +0.16% | Add |
| 13 | HD | Home Depot Inc | +0.2% | -4.15% | Trim |
| 14 | LHX | L3harris Technologies Inc | +0.2% | +41.94% | Add |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -1.43% | Trim |
| 16 | GEV | GE Vernova Inc | +0.1% | +48.56% | Add |
| 17 | IVV | Ishares Core S&p 500 ETF | +0.1% | +31.13% | Add |
| 18 | LMT | Lockheed Martin CORP | +0.1% | +37.20% | Add |
| 19 | WMT | Walmart Inc | +0.1% | +13.55% | Add |
| 20 | CAT | Caterpillar Inc | +0.1% | +2.32% | Add |
| 21 | KO | Coca-cola Co/the | +0.1% | +8.30% | Add |
| 22 | MCD | Mcdonald's CORP | +0.1% | +1.20% | Add |
| 23 | COR | Cencora Inc | +0.1% | -2.39% | Trim |
| 24 | CB | Chubb Limited | +0.1% | +51.34% | Add |
| 25 | HON | Honeywell International Inc | +0.1% | +17.25% | Add |
| 26 | SYK | Stryker CORP | +0.1% | +1.28% | Add |
| 27 | MAR | Marriott International -cl A | +0.1% | +1.58% | Add |
| 28 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | +4.61% | Add |
| 29 | GLD | Spdr Gold Shares | 0% | +13.97% | Add |
| 30 | ETN | Eaton Corporation plc | 0% | +3.08% | Add |
| 31 | JPM | Jpmorgan Chase & Co | 0% | -3.19% | Trim |
| 32 | SCHV | Schwab US Large-cap Value | 0% | +628.64% | Add |
| 33 | ATO | Atmos Energy CORP | 0% | +16.72% | Add |
| 34 | DUK | Duke Energy CORP | 0% | +4.02% | Add |
| 35 | PEP | Pepsico Inc | 0% | -0.36% | Trim |
| 36 | IJH | Ishares Core S&p Midcap ETF | 0% | -1.39% | Trim |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -5.36% | Trim |
| 38 | MO | Altria Group Inc | 0% | +1.00% | Add |
| 39 | ED | Consolidated Edison Inc | 0% | +0.38% | Add |
| 40 | TXN | Texas Instruments Inc | 0% | +2.16% | Add |
| 41 | MRK | Merck & Co. Inc. | 0% | -0.40% | Trim |
| 42 | SSB | Southstate Bank CORP | 0% | — | Unchanged |
| 43 | VTC | Vanguard Total Corporate Bnd | 0% | — | Unchanged |
| 44 | GOOGL | Alphabet Inc-cl A | 0% | -4.67% | Trim |
| 45 | PG | Procter & Gamble Co/the | 0% | -8.17% | Trim |
| 46 | QQQM | Invesco Nasdaq 100 ETF | 0% | — | Unchanged |
| 47 | FHN | First Horizon CORP | 0% | — | Unchanged |
| 48 | VTI | Vanguard Total Stock Mkt ETF | 0% | -1.74% | Trim |
| 49 | TFC | Truist Financial CORP | 0% | +1.00% | Add |
| 50 | TRV | Travelers Cos Inc/the | 0% | +3.32% | Add |
According to official SEC Form 13F filings, Peachtree Investment Partners, LLC reported a total U.S. public equity portfolio value of $311.9M across 129 disclosed positions in Q1 2026.
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 34.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
KMB
市值: $1.5M
Top Position Liquidated / Trimmed
MNST
前期市值: $1.1M
During Q1 2026, Peachtree Investment Partners, LLC's top holdings by market value included AAPL (13.6%)、MSFT (9.0%)、LLY (7.6%). The largest single position, AAPL, represented 13.6% of total portfolio value.
In Q1 2026, Peachtree Investment Partners, LLC made 113 total portfolio adjustments, initiating 9 new buys, adding to 47 positions, trimming 50 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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