Filed: 8/12/2025ACC: 0001398344-25-015011
📋 What this filing means
PEACHTREE INVESTMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 126 equity positions with a total reported market value of $262.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
126
Positions
$262.08M
Total AUM (reported)
1.48M
Total Shares
Allocation by class
COM$182.53M69.6%
COM CL A$17.65M6.7%
CL A$14.05M5.4%
S&P 500 ETF SHS$12.42M4.7%
US LCAP GR ETF$10.28M3.9%
CL B NEW$3.41M1.3%
SHS CLASS A$3.16M1.2%
Portfolio Concentration
Top 3$85.60M32.7%
4–10$83.47M31.8%
11–25$55.00M21.0%
Rest$38.01M14.5%
Top 3 weight
32.7%
Top 10 weight
64.5%
Voting Authority Distribution
Total shares with voting rights: 1.48M
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
1.48M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole126
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings126
Rows:
MICROSOFT CORP
SOLEShares73.32K
TypeSH
Market value$36.47M
13.92%
Sole
0.00
Shared
0.00
None
73.32K
APPLE INC
SOLEShares147.78K
TypeSH
Market value$30.32M
11.57%
Sole
0.00
Shared
0.00
None
147.78K
ELI LILLY & CO
SOLEShares24.13K
TypeSH
Market value$18.81M
7.18%
Sole
0.00
Shared
0.00
None
24.13K
VISA INC
SOLEShares49.72K
TypeSH
Market value$17.65M
6.74%
Sole
0.00
Shared
0.00
None
49.72K
COSTCO WHSL CORP NEW
SOLEShares13.37K
TypeSH
Market value$13.23M
5.05%
Sole
0.00
Shared
0.00
None
13.37K
VANGUARD INDEX FDS
SOLEShares21.86K
TypeSH
Market value$12.42M
4.74%
Sole
0.00
Shared
0.00
None
21.86K
HOME DEPOT INC
SOLEShares30.40K
TypeSH
Market value$11.14M
4.25%
Sole
0.00
Shared
0.00
None
30.40K
MCKESSON CORP
SOLEShares14.19K
TypeSH
Market value$10.40M
3.97%
Sole
0.00
Shared
0.00
None
14.19K
SCHWAB STRATEGIC TR
SOLEShares351.91K
TypeSH
Market value$10.28M
3.92%
Sole
0.00
Shared
0.00
None
351.91K
MASTERCARD INCORPORATED
SOLEShares14.85K
TypeSH
Market value$8.35M
3.18%
Sole
0.00
Shared
0.00
None
14.85K
AMAZON COM INC
SOLEShares30.20K
TypeSH
Market value$6.63M
2.53%
Sole
0.00
Shared
0.00
None
30.20K
JPMORGAN CHASE & CO.
SOLEShares22.32K
TypeSH
Market value$6.47M
2.47%
Sole
0.00
Shared
0.00
None
22.32K
TJX COS INC NEW
SOLEShares49.81K
TypeSH
Market value$6.15M
2.35%
Sole
0.00
Shared
0.00
None
49.81K
NVIDIA CORPORATION
SOLEShares33.28K
TypeSH
Market value$5.26M
2.01%
Sole
0.00
Shared
0.00
None
33.28K
AUTOMATIC DATA PROCESSING IN
SOLEShares15.17K
TypeSH
Market value$4.68M
1.79%
Sole
0.00
Shared
0.00
None
15.17K
CENCORA INC
SOLEShares11.84K
TypeSH
Market value$3.55M
1.35%
Sole
0.00
Shared
0.00
None
11.84K
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.03K
TypeSH
Market value$3.41M
1.30%
Sole
0.00
Shared
0.00
None
7.03K
ACCENTURE PLC IRELAND
SOLEShares10.56K
TypeSH
Market value$3.16M
1.20%
Sole
0.00
Shared
0.00
None
10.56K
SCHWAB STRATEGIC TR
SOLEShares129.05K
TypeSH
Market value$3.15M
1.20%
Sole
0.00
Shared
0.00
None
129.05K
PALANTIR TECHNOLOGIES INC
SOLEShares20.40K
TypeSH
Market value$2.78M
1.06%
Sole
0.00
Shared
0.00
None
20.40K
NORTHROP GRUMMAN CORP
SOLEShares5.01K
TypeSH
Market value$2.51M
0.96%
Sole
0.00
Shared
0.00
None
5.01K
ABBOTT LABS
SOLEShares14.18K
TypeSH
Market value$1.93M
0.74%
Sole
0.00
Shared
0.00
None
14.18K
VANGUARD WORLD FD
SOLEShares2.78K
TypeSH
Market value$1.85M
0.70%
Sole
0.00
Shared
0.00
None
2.78K
STRYKER CORPORATION
SOLEShares4.41K
TypeSH
Market value$1.74M
0.67%
Sole
0.00
Shared
0.00
None
4.41K
SCHWAB STRATEGIC TR
SOLEShares72.97K
TypeSH
Market value$1.74M
0.66%
Sole
0.00
Shared
0.00
None
72.97K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 73.32K | SH | $36.47M 13.92% | 0.00 | 0.00 | 73.32K |
APPLE INCSOLE | COM | 147.78K | SH | $30.32M 11.57% | 0.00 | 0.00 | 147.78K |
ELI LILLY & COSOLE | COM | 24.13K | SH | $18.81M 7.18% | 0.00 | 0.00 | 24.13K |
VISA INCSOLE | COM CL A | 49.72K | SH | $17.65M 6.74% | 0.00 | 0.00 | 49.72K |
COSTCO WHSL CORP NEWSOLE | COM | 13.37K | SH | $13.23M 5.05% | 0.00 | 0.00 | 13.37K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 21.86K | SH | $12.42M 4.74% | 0.00 | 0.00 | 21.86K |
HOME DEPOT INCSOLE | COM | 30.40K | SH | $11.14M 4.25% | 0.00 | 0.00 | 30.40K |
MCKESSON CORPSOLE | COM | 14.19K | SH | $10.40M 3.97% | 0.00 | 0.00 | 14.19K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 351.91K | SH | $10.28M 3.92% | 0.00 | 0.00 | 351.91K |
MASTERCARD INCORPORATEDSOLE | CL A | 14.85K | SH | $8.35M 3.18% | 0.00 | 0.00 | 14.85K |
AMAZON COM INCSOLE | COM | 30.20K | SH | $6.63M 2.53% | 0.00 | 0.00 | 30.20K |
JPMORGAN CHASE & CO.SOLE | COM | 22.32K | SH | $6.47M 2.47% | 0.00 | 0.00 | 22.32K |
TJX COS INC NEWSOLE | COM | 49.81K | SH | $6.15M 2.35% | 0.00 | 0.00 | 49.81K |
NVIDIA CORPORATIONSOLE | COM | 33.28K | SH | $5.26M 2.01% | 0.00 | 0.00 | 33.28K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 15.17K | SH | $4.68M 1.79% | 0.00 | 0.00 | 15.17K |
CENCORA INCSOLE | COM | 11.84K | SH | $3.55M 1.35% | 0.00 | 0.00 | 11.84K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.03K | SH | $3.41M 1.30% | 0.00 | 0.00 | 7.03K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 10.56K | SH | $3.16M 1.20% | 0.00 | 0.00 | 10.56K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 129.05K | SH | $3.15M 1.20% | 0.00 | 0.00 | 129.05K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 20.40K | SH | $2.78M 1.06% | 0.00 | 0.00 | 20.40K |
NORTHROP GRUMMAN CORPSOLE | COM | 5.01K | SH | $2.51M 0.96% | 0.00 | 0.00 | 5.01K |
ABBOTT LABSSOLE | COM | 14.18K | SH | $1.93M 0.74% | 0.00 | 0.00 | 14.18K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 2.78K | SH | $1.85M 0.70% | 0.00 | 0.00 | 2.78K |
STRYKER CORPORATIONSOLE | COM | 4.41K | SH | $1.74M 0.67% | 0.00 | 0.00 | 4.41K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 72.97K | SH | $1.74M 0.66% | 0.00 | 0.00 | 72.97K |
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