Filed: 5/12/2025ACC: 0001398344-25-009159
📋 What this filing means
PEACHTREE INVESTMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 125 equity positions with a total reported market value of $253.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
125
Positions
$253.10M
Total AUM (reported)
1.51M
Total Shares
Allocation by class
COM$171.99M68.0%
COM CL A$17.49M6.9%
S&P 500 ETF SHS$12.38M4.9%
CL A$11.06M4.4%
US LCAP GR ETF$10.82M4.3%
TR UNIT$4.41M1.7%
CL B NEW$3.90M1.5%
Portfolio Concentration
Top 3$84.47M33.4%
4–10$82.56M32.6%
11–25$52.06M20.6%
Rest$34.01M13.4%
Top 3 weight
33.4%
Top 10 weight
66.0%
Voting Authority Distribution
Total shares with voting rights: 1.51M
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
1.51M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole125
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings125
Rows:
APPLE INC
SOLEShares155.01K
TypeSH
Market value$34.43M
13.60%
Sole
0.00
Shared
0.00
None
155.01K
MICROSOFT CORP
SOLEShares78.42K
TypeSH
Market value$29.44M
11.63%
Sole
0.00
Shared
0.00
None
78.42K
ELI LILLY & CO
SOLEShares24.94K
TypeSH
Market value$20.60M
8.14%
Sole
0.00
Shared
0.00
None
24.94K
VISA INC
SOLEShares49.91K
TypeSH
Market value$17.49M
6.91%
Sole
0.00
Shared
0.00
None
49.91K
COSTCO WHSL CORP NEW
SOLEShares13.82K
TypeSH
Market value$13.07M
5.17%
Sole
0.00
Shared
0.00
None
13.82K
VANGUARD INDEX FDS
SOLEShares24.09K
TypeSH
Market value$12.38M
4.89%
Sole
0.00
Shared
0.00
None
24.09K
HOME DEPOT INC
SOLEShares31.18K
TypeSH
Market value$11.43M
4.52%
Sole
0.00
Shared
0.00
None
31.18K
SCHWAB STRATEGIC TR
SOLEShares431.97K
TypeSH
Market value$10.82M
4.27%
Sole
0.00
Shared
0.00
None
431.97K
MCKESSON CORP
SOLEShares14.06K
TypeSH
Market value$9.46M
3.74%
Sole
0.00
Shared
0.00
None
14.06K
MASTERCARD INCORPORATED
SOLEShares14.44K
TypeSH
Market value$7.91M
3.13%
Sole
0.00
Shared
0.00
None
14.44K
TJX COS INC NEW
SOLEShares50.52K
TypeSH
Market value$6.15M
2.43%
Sole
0.00
Shared
0.00
None
50.52K
AMAZON COM INC
SOLEShares32.09K
TypeSH
Market value$6.11M
2.41%
Sole
0.00
Shared
0.00
None
32.09K
JPMORGAN CHASE & CO.
SOLEShares20.04K
TypeSH
Market value$4.92M
1.94%
Sole
0.00
Shared
0.00
None
20.04K
AUTOMATIC DATA PROCESSING IN
SOLEShares15.49K
TypeSH
Market value$4.73M
1.87%
Sole
0.00
Shared
0.00
None
15.49K
SPDR S&P 500 ETF TR
SOLEShares7.88K
TypeSH
Market value$4.41M
1.74%
Sole
0.00
Shared
0.00
None
7.88K
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.33K
TypeSH
Market value$3.90M
1.54%
Sole
0.00
Shared
0.00
None
7.33K
ACCENTURE PLC IRELAND
SOLEShares11.38K
TypeSH
Market value$3.55M
1.40%
Sole
0.00
Shared
0.00
None
11.38K
CENCORA INC
SOLEShares10.47K
TypeSH
Market value$2.91M
1.15%
Sole
0.00
Shared
0.00
None
10.47K
VANGUARD WELLINGTON FD
SOLEShares21.50K
TypeSH
Market value$2.73M
1.08%
Sole
0.00
Shared
0.00
None
21.50K
NVIDIA CORPORATION
SOLEShares24.70K
TypeSH
Market value$2.68M
1.06%
Sole
0.00
Shared
0.00
None
24.70K
NORTHROP GRUMMAN CORP
SOLEShares5.21K
TypeSH
Market value$2.67M
1.05%
Sole
0.00
Shared
0.00
None
5.21K
VANGUARD WORLD FD
SOLEShares3.89K
TypeSH
Market value$2.11M
0.83%
Sole
0.00
Shared
0.00
None
3.89K
ABBOTT LABS
SOLEShares14.10K
TypeSH
Market value$1.87M
0.74%
Sole
0.00
Shared
0.00
None
14.10K
SCHWAB STRATEGIC TR
SOLEShares75.77K
TypeSH
Market value$1.67M
0.66%
Sole
0.00
Shared
0.00
None
75.77K
STRYKER CORPORATION
SOLEShares4.46K
TypeSH
Market value$1.66M
0.66%
Sole
0.00
Shared
0.00
None
4.46K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 155.01K | SH | $34.43M 13.60% | 0.00 | 0.00 | 155.01K |
MICROSOFT CORPSOLE | COM | 78.42K | SH | $29.44M 11.63% | 0.00 | 0.00 | 78.42K |
ELI LILLY & COSOLE | COM | 24.94K | SH | $20.60M 8.14% | 0.00 | 0.00 | 24.94K |
VISA INCSOLE | COM CL A | 49.91K | SH | $17.49M 6.91% | 0.00 | 0.00 | 49.91K |
COSTCO WHSL CORP NEWSOLE | COM | 13.82K | SH | $13.07M 5.17% | 0.00 | 0.00 | 13.82K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 24.09K | SH | $12.38M 4.89% | 0.00 | 0.00 | 24.09K |
HOME DEPOT INCSOLE | COM | 31.18K | SH | $11.43M 4.52% | 0.00 | 0.00 | 31.18K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 431.97K | SH | $10.82M 4.27% | 0.00 | 0.00 | 431.97K |
MCKESSON CORPSOLE | COM | 14.06K | SH | $9.46M 3.74% | 0.00 | 0.00 | 14.06K |
MASTERCARD INCORPORATEDSOLE | CL A | 14.44K | SH | $7.91M 3.13% | 0.00 | 0.00 | 14.44K |
TJX COS INC NEWSOLE | COM | 50.52K | SH | $6.15M 2.43% | 0.00 | 0.00 | 50.52K |
AMAZON COM INCSOLE | COM | 32.09K | SH | $6.11M 2.41% | 0.00 | 0.00 | 32.09K |
JPMORGAN CHASE & CO.SOLE | COM | 20.04K | SH | $4.92M 1.94% | 0.00 | 0.00 | 20.04K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 15.49K | SH | $4.73M 1.87% | 0.00 | 0.00 | 15.49K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 7.88K | SH | $4.41M 1.74% | 0.00 | 0.00 | 7.88K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.33K | SH | $3.90M 1.54% | 0.00 | 0.00 | 7.33K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 11.38K | SH | $3.55M 1.40% | 0.00 | 0.00 | 11.38K |
CENCORA INCSOLE | COM | 10.47K | SH | $2.91M 1.15% | 0.00 | 0.00 | 10.47K |
VANGUARD WELLINGTON FDSOLE | US MINIMUM | 21.50K | SH | $2.73M 1.08% | 0.00 | 0.00 | 21.50K |
NVIDIA CORPORATIONSOLE | COM | 24.70K | SH | $2.68M 1.06% | 0.00 | 0.00 | 24.70K |
NORTHROP GRUMMAN CORPSOLE | COM | 5.21K | SH | $2.67M 1.05% | 0.00 | 0.00 | 5.21K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 3.89K | SH | $2.11M 0.83% | 0.00 | 0.00 | 3.89K |
ABBOTT LABSSOLE | COM | 14.10K | SH | $1.87M 0.74% | 0.00 | 0.00 | 14.10K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 75.77K | SH | $1.67M 0.66% | 0.00 | 0.00 | 75.77K |
STRYKER CORPORATIONSOLE | COM | 4.46K | SH | $1.66M 0.66% | 0.00 | 0.00 | 4.46K |
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