Filed: 10/31/2025ACC: 0001398344-25-020071
📋 What this filing means
PEACHTREE INVESTMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 128 equity positions with a total reported market value of $288.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
128
Positions
$288.41M
Total AUM (reported)
1.69M
Total Shares
Allocation by class
COM$192.82M66.9%
S&P 500 ETF SHS$18.58M6.4%
COM CL A$16.55M5.7%
CL A$16.08M5.6%
US LCAP GR ETF$14.06M4.9%
US LRG CAP ETF$6.79M2.4%
CL B NEW$2.71M0.9%
Portfolio Concentration
Top 3$92.64M32.1%
4–10$91.39M31.7%
11–25$64.22M22.3%
Rest$40.16M13.9%
Top 3 weight
32.1%
Top 10 weight
63.8%
Voting Authority Distribution
Total shares with voting rights: 1.69M
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
1.69M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole128
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings128
Rows:
MICROSOFT CORP
SOLEShares71.89K
TypeSH
Market value$37.24M
12.91%
Sole
0.00
Shared
0.00
None
71.89K
APPLE INC
SOLEShares144.64K
TypeSH
Market value$36.83M
12.77%
Sole
0.00
Shared
0.00
None
144.64K
VANGUARD INDEX FDS
SOLEShares30.34K
TypeSH
Market value$18.58M
6.44%
Sole
0.00
Shared
0.00
None
30.34K
ELI LILLY & CO
SOLEShares22.82K
TypeSH
Market value$17.41M
6.04%
Sole
0.00
Shared
0.00
None
22.82K
VISA INC
SOLEShares48.49K
TypeSH
Market value$16.55M
5.74%
Sole
0.00
Shared
0.00
None
48.49K
SCHWAB STRATEGIC TR
SOLEShares440.54K
TypeSH
Market value$14.06M
4.87%
Sole
0.00
Shared
0.00
None
440.54K
HOME DEPOT INC
SOLEShares31.84K
TypeSH
Market value$12.90M
4.47%
Sole
0.00
Shared
0.00
None
31.84K
COSTCO WHSL CORP NEW
SOLEShares12.88K
TypeSH
Market value$11.93M
4.14%
Sole
0.00
Shared
0.00
None
12.88K
MCKESSON CORP
SOLEShares13.11K
TypeSH
Market value$10.13M
3.51%
Sole
0.00
Shared
0.00
None
13.11K
MASTERCARD INCORPORATED
SOLEShares14.78K
TypeSH
Market value$8.41M
2.92%
Sole
0.00
Shared
0.00
None
14.78K
JPMORGAN CHASE & CO.
SOLEShares22.97K
TypeSH
Market value$7.24M
2.51%
Sole
0.00
Shared
0.00
None
22.97K
TJX COS INC NEW
SOLEShares49.29K
TypeSH
Market value$7.12M
2.47%
Sole
0.00
Shared
0.00
None
49.29K
NVIDIA CORPORATION
SOLEShares37.97K
TypeSH
Market value$7.08M
2.46%
Sole
0.00
Shared
0.00
None
37.97K
AMAZON COM INC
SOLEShares31.85K
TypeSH
Market value$6.99M
2.42%
Sole
0.00
Shared
0.00
None
31.85K
SCHWAB STRATEGIC TR
SOLEShares257.67K
TypeSH
Market value$6.79M
2.35%
Sole
0.00
Shared
0.00
None
257.67K
PALANTIR TECHNOLOGIES INC
SOLEShares23.86K
TypeSH
Market value$4.35M
1.51%
Sole
0.00
Shared
0.00
None
23.86K
AUTOMATIC DATA PROCESSING IN
SOLEShares14.38K
TypeSH
Market value$4.22M
1.46%
Sole
0.00
Shared
0.00
None
14.38K
CENCORA INC
SOLEShares11.01K
TypeSH
Market value$3.44M
1.19%
Sole
0.00
Shared
0.00
None
11.01K
NORTHROP GRUMMAN CORP
SOLEShares4.94K
TypeSH
Market value$3.01M
1.04%
Sole
0.00
Shared
0.00
None
4.94K
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.38K
TypeSH
Market value$2.71M
0.94%
Sole
0.00
Shared
0.00
None
5.38K
ALPHABET INC
SOLEShares10.40K
TypeSH
Market value$2.53M
0.88%
Sole
0.00
Shared
0.00
None
10.40K
BROADCOM INC
SOLEShares7.01K
TypeSH
Market value$2.31M
0.80%
Sole
0.00
Shared
0.00
None
7.01K
META PLATFORMS INC
SOLEShares2.98K
TypeSH
Market value$2.19M
0.76%
Sole
0.00
Shared
0.00
None
2.98K
ACCENTURE PLC IRELAND
SOLEShares8.69K
TypeSH
Market value$2.14M
0.74%
Sole
0.00
Shared
0.00
None
8.69K
VANGUARD WORLD FD
SOLEShares2.78K
TypeSH
Market value$2.08M
0.72%
Sole
0.00
Shared
0.00
None
2.78K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 71.89K | SH | $37.24M 12.91% | 0.00 | 0.00 | 71.89K |
APPLE INCSOLE | COM | 144.64K | SH | $36.83M 12.77% | 0.00 | 0.00 | 144.64K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 30.34K | SH | $18.58M 6.44% | 0.00 | 0.00 | 30.34K |
ELI LILLY & COSOLE | COM | 22.82K | SH | $17.41M 6.04% | 0.00 | 0.00 | 22.82K |
VISA INCSOLE | COM CL A | 48.49K | SH | $16.55M 5.74% | 0.00 | 0.00 | 48.49K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 440.54K | SH | $14.06M 4.87% | 0.00 | 0.00 | 440.54K |
HOME DEPOT INCSOLE | COM | 31.84K | SH | $12.90M 4.47% | 0.00 | 0.00 | 31.84K |
COSTCO WHSL CORP NEWSOLE | COM | 12.88K | SH | $11.93M 4.14% | 0.00 | 0.00 | 12.88K |
MCKESSON CORPSOLE | COM | 13.11K | SH | $10.13M 3.51% | 0.00 | 0.00 | 13.11K |
MASTERCARD INCORPORATEDSOLE | CL A | 14.78K | SH | $8.41M 2.92% | 0.00 | 0.00 | 14.78K |
JPMORGAN CHASE & CO.SOLE | COM | 22.97K | SH | $7.24M 2.51% | 0.00 | 0.00 | 22.97K |
TJX COS INC NEWSOLE | COM | 49.29K | SH | $7.12M 2.47% | 0.00 | 0.00 | 49.29K |
NVIDIA CORPORATIONSOLE | COM | 37.97K | SH | $7.08M 2.46% | 0.00 | 0.00 | 37.97K |
AMAZON COM INCSOLE | COM | 31.85K | SH | $6.99M 2.42% | 0.00 | 0.00 | 31.85K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 257.67K | SH | $6.79M 2.35% | 0.00 | 0.00 | 257.67K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 23.86K | SH | $4.35M 1.51% | 0.00 | 0.00 | 23.86K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 14.38K | SH | $4.22M 1.46% | 0.00 | 0.00 | 14.38K |
CENCORA INCSOLE | COM | 11.01K | SH | $3.44M 1.19% | 0.00 | 0.00 | 11.01K |
NORTHROP GRUMMAN CORPSOLE | COM | 4.94K | SH | $3.01M 1.04% | 0.00 | 0.00 | 4.94K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.38K | SH | $2.71M 0.94% | 0.00 | 0.00 | 5.38K |
ALPHABET INCSOLE | CAP STK CL A | 10.40K | SH | $2.53M 0.88% | 0.00 | 0.00 | 10.40K |
BROADCOM INCSOLE | COM | 7.01K | SH | $2.31M 0.80% | 0.00 | 0.00 | 7.01K |
META PLATFORMS INCSOLE | CL A | 2.98K | SH | $2.19M 0.76% | 0.00 | 0.00 | 2.98K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 8.69K | SH | $2.14M 0.74% | 0.00 | 0.00 | 8.69K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 2.78K | SH | $2.08M 0.72% | 0.00 | 0.00 | 2.78K |
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