Filed: 2/13/2025ACC: 0001398344-25-002616
📋 What this filing means
PEACHTREE INVESTMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 114 equity positions with a total reported market value of $266.90M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
114
Positions
$266.90M
Total AUM (reported)
1.59M
Total Shares
Allocation by class
COM$179.41M67.2%
S&P 500 ETF SHS$17.46M6.5%
COM CL A$15.70M5.9%
US LCAP GR ETF$15.47M5.8%
CL A$11.03M4.1%
TR UNIT$4.63M1.7%
SHS CLASS A$4.12M1.5%
Portfolio Concentration
Top 3$94.62M35.5%
4–10$89.58M33.6%
11–25$52.56M19.7%
Rest$30.14M11.3%
Top 3 weight
35.5%
Top 10 weight
69.0%
Voting Authority Distribution
Total shares with voting rights: 1.59M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.59M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole114
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings114
Rows:
APPLE INC
SOLEShares159.97K
TypeSH
Market value$40.06M
15.01%
Sole
0.00
Shared
0.00
None
159.97K
MICROSOFT CORP
SOLEShares82.52K
TypeSH
Market value$34.78M
13.03%
Sole
0.00
Shared
0.00
None
82.52K
ELI LILLY & CO
SOLEShares25.63K
TypeSH
Market value$19.78M
7.41%
Sole
0.00
Shared
0.00
None
25.63K
VANGUARD INDEX FDS
SOLEShares32.41K
TypeSH
Market value$17.46M
6.54%
Sole
0.00
Shared
0.00
None
32.41K
VISA INC
SOLEShares49.68K
TypeSH
Market value$15.70M
5.88%
Sole
0.00
Shared
0.00
None
49.68K
SCHWAB STRATEGIC TR
SOLEShares555.21K
TypeSH
Market value$15.47M
5.80%
Sole
0.00
Shared
0.00
None
555.21K
COSTCO WHSL CORP NEW
SOLEShares14.45K
TypeSH
Market value$13.24M
4.96%
Sole
0.00
Shared
0.00
None
14.45K
HOME DEPOT INC
SOLEShares31.97K
TypeSH
Market value$12.44M
4.66%
Sole
0.00
Shared
0.00
None
31.97K
MCKESSON CORP
SOLEShares13.82K
TypeSH
Market value$7.87M
2.95%
Sole
0.00
Shared
0.00
None
13.82K
MASTERCARD INCORPORATED
SOLEShares14.04K
TypeSH
Market value$7.39M
2.77%
Sole
0.00
Shared
0.00
None
14.04K
AMAZON COM INC
SOLEShares32.79K
TypeSH
Market value$7.19M
2.69%
Sole
0.00
Shared
0.00
None
32.79K
TJX COS INC NEW
SOLEShares51.54K
TypeSH
Market value$6.23M
2.33%
Sole
0.00
Shared
0.00
None
51.54K
JPMORGAN CHASE & CO.
SOLEShares19.58K
TypeSH
Market value$4.69M
1.76%
Sole
0.00
Shared
0.00
None
19.58K
SPDR S&P 500 ETF TR
SOLEShares7.90K
TypeSH
Market value$4.63M
1.74%
Sole
0.00
Shared
0.00
None
7.90K
ACCENTURE PLC IRELAND
SOLEShares11.70K
TypeSH
Market value$4.12M
1.54%
Sole
0.00
Shared
0.00
None
11.70K
AUTOMATIC DATA PROCESSING IN
SOLEShares14.03K
TypeSH
Market value$4.11M
1.54%
Sole
0.00
Shared
0.00
None
14.03K
NVIDIA CORPORATION
SOLEShares28.43K
TypeSH
Market value$3.82M
1.43%
Sole
0.00
Shared
0.00
None
28.43K
VANGUARD WORLD FD
SOLEShares5.31K
TypeSH
Market value$3.30M
1.24%
Sole
0.00
Shared
0.00
None
5.31K
BERKSHIRE HATHAWAY INC DEL
SOLEShares6.54K
TypeSH
Market value$2.96M
1.11%
Sole
0.00
Shared
0.00
None
6.54K
NORTHROP GRUMMAN CORP
SOLEShares5.55K
TypeSH
Market value$2.61M
0.98%
Sole
0.00
Shared
0.00
None
5.55K
CENCORA INC
SOLEShares9.88K
TypeSH
Market value$2.22M
0.83%
Sole
0.00
Shared
0.00
None
9.88K
SCHWAB STRATEGIC TR
SOLEShares85.19K
TypeSH
Market value$1.97M
0.74%
Sole
0.00
Shared
0.00
None
85.19K
STRYKER CORPORATION
SOLEShares4.59K
TypeSH
Market value$1.65M
0.62%
Sole
0.00
Shared
0.00
None
4.59K
ABBOTT LABS
SOLEShares14.18K
TypeSH
Market value$1.60M
0.60%
Sole
0.00
Shared
0.00
None
14.18K
SCHWAB STRATEGIC TR
SOLEShares64K
TypeSH
Market value$1.45M
0.54%
Sole
0.00
Shared
0.00
None
64K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 159.97K | SH | $40.06M 15.01% | 0.00 | 0.00 | 159.97K |
MICROSOFT CORPSOLE | COM | 82.52K | SH | $34.78M 13.03% | 0.00 | 0.00 | 82.52K |
ELI LILLY & COSOLE | COM | 25.63K | SH | $19.78M 7.41% | 0.00 | 0.00 | 25.63K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 32.41K | SH | $17.46M 6.54% | 0.00 | 0.00 | 32.41K |
VISA INCSOLE | COM CL A | 49.68K | SH | $15.70M 5.88% | 0.00 | 0.00 | 49.68K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 555.21K | SH | $15.47M 5.80% | 0.00 | 0.00 | 555.21K |
COSTCO WHSL CORP NEWSOLE | COM | 14.45K | SH | $13.24M 4.96% | 0.00 | 0.00 | 14.45K |
HOME DEPOT INCSOLE | COM | 31.97K | SH | $12.44M 4.66% | 0.00 | 0.00 | 31.97K |
MCKESSON CORPSOLE | COM | 13.82K | SH | $7.87M 2.95% | 0.00 | 0.00 | 13.82K |
MASTERCARD INCORPORATEDSOLE | CL A | 14.04K | SH | $7.39M 2.77% | 0.00 | 0.00 | 14.04K |
AMAZON COM INCSOLE | COM | 32.79K | SH | $7.19M 2.69% | 0.00 | 0.00 | 32.79K |
TJX COS INC NEWSOLE | COM | 51.54K | SH | $6.23M 2.33% | 0.00 | 0.00 | 51.54K |
JPMORGAN CHASE & CO.SOLE | COM | 19.58K | SH | $4.69M 1.76% | 0.00 | 0.00 | 19.58K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 7.90K | SH | $4.63M 1.74% | 0.00 | 0.00 | 7.90K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 11.70K | SH | $4.12M 1.54% | 0.00 | 0.00 | 11.70K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 14.03K | SH | $4.11M 1.54% | 0.00 | 0.00 | 14.03K |
NVIDIA CORPORATIONSOLE | COM | 28.43K | SH | $3.82M 1.43% | 0.00 | 0.00 | 28.43K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 5.31K | SH | $3.30M 1.24% | 0.00 | 0.00 | 5.31K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.54K | SH | $2.96M 1.11% | 0.00 | 0.00 | 6.54K |
NORTHROP GRUMMAN CORPSOLE | COM | 5.55K | SH | $2.61M 0.98% | 0.00 | 0.00 | 5.55K |
CENCORA INCSOLE | COM | 9.88K | SH | $2.22M 0.83% | 0.00 | 0.00 | 9.88K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 85.19K | SH | $1.97M 0.74% | 0.00 | 0.00 | 85.19K |
STRYKER CORPORATIONSOLE | COM | 4.59K | SH | $1.65M 0.62% | 0.00 | 0.00 | 4.59K |
ABBOTT LABSSOLE | COM | 14.18K | SH | $1.60M 0.60% | 0.00 | 0.00 | 14.18K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 64K | SH | $1.45M 0.54% | 0.00 | 0.00 | 64K |
Page 1 of 5
…