Peachtree-Investment-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "FNDA",
  "ACN",
  "ABT",
  "ABBV",
  "GOOGL",
  "AXP",
  null,
  "SCHH",
  "T",
  "LOW",
  null,
  "DUK",
  null,
  "HON",
  "HD",
  "MCD",
  "META",
  "IJH",
  null,
  "LHX",
  "IWS",
  "MMC",
  "MA",
  null,
  "MSFT",
  "MDLZ",
  "FHN",
  "IJR",
  "IWD",
  "NOC",
  "VHT",
  "IWF",
  "PEP",
  "IJK",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "LMT",
  "PG",
  "MRK",
  "FNDX",
  "SCHX",
  null,
  "ROST",
  "RSG",
  "IBM",
  "SYK",
  "TXN",
  "TJX",
  "TFC",
  "TRV",
  "VOE",
  "MNST",
  null,
  "IWO",
  "IWN",
  "VYM",
  null,
  "ATO",
  "SSB",
  "WM",
  "AMZN",
  "SCHB",
  "IVE",
  null,
  null,
  "VGT",
  "VUG",
  "VFH",
  "MGK",
  null,
  "VTWO",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "WMT",
  "WPC",
  "YUM",
  "IUSG",
  "SCHD",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "NSC",
  "SO",
  "ROL",
  null,
  null,
  "IUSV",
  "MCK",
  "ADP",
  "AZO",
  "BRK-B",
  "CB",
  "CTAS",
  "KO",
  "CMCSA",
  "ED",
  "COST",
  "DHR",
  "DFS",
  "IJT",
  "IWB",
  "NKE",
  "MAR",
  "IWM",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 125
Total Value: 253097911
Accession Number: 0001398344-25-009159
Form Type: 13F-HR
CIK: peachtree-investment-partners
Manager Name: Peachtree-Investment-Partners

Data Enrichment

87% identified

109 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

125 positions • $253.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 7

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Apple Inc.

AAPL|037833100

Shares:155.0K

Value:$34.4M

% of Portfolio:13.6% ($34.4M/$253.1M)

MICROSOFT CORP

MSFT|594918104

Shares:78.4K

Value:$29.4M

% of Portfolio:11.6% ($29.4M/$253.1M)

ELI LILLY & Co

LLY|532457108

Shares:24.9K

Value:$20.6M

% of Portfolio:8.1% ($20.6M/$253.1M)

VISA INC.

V|92826C839

Shares:49.9K

Value:$17.5M

% of Portfolio:6.9% ($17.5M/$253.1M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:13.8K

Value:$13.1M

% of Portfolio:5.2% ($13.1M/$253.1M)

922908363

VOO|922908363

Shares:24.1K

Value:$12.4M

% of Portfolio:4.9% ($12.4M/$253.1M)

HOME DEPOT, INC.

HD|437076102

Shares:31.2K

Value:$11.4M

% of Portfolio:4.5% ($11.4M/$253.1M)

808524300

SCHG|808524300

Shares:432.0K

Value:$10.8M

% of Portfolio:4.3% ($10.8M/$253.1M)

MCKESSON CORP

MCK|58155Q103

Shares:14.1K

Value:$9.5M

% of Portfolio:3.7% ($9.5M/$253.1M)

Mastercard Inc

MA|57636Q104

Shares:14.4K

Value:$7.9M

% of Portfolio:3.1% ($7.9M/$253.1M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:50.5K

Value:$6.2M

% of Portfolio:2.4% ($6.2M/$253.1M)

AMAZON COM INC

AMZN|023135106

Shares:32.1K

Value:$6.1M

% of Portfolio:2.4% ($6.1M/$253.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:20.0K

Value:$4.9M

% of Portfolio:1.9% ($4.9M/$253.1M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:15.5K

Value:$4.7M

% of Portfolio:1.9% ($4.7M/$253.1M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:7.9K

Value:$4.4M

% of Portfolio:1.7% ($4.4M/$253.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:7.3K

Value:$3.9M

% of Portfolio:1.5% ($3.9M/$253.1M)

Accenture plc

ACN|G1151C101

Shares:11.4K

Value:$3.6M

% of Portfolio:1.4% ($3.6M/$253.1M)

03073E105

Shares:10.5K

Value:$2.9M

% of Portfolio:1.2% ($2.9M/$253.1M)

921935409

Shares:21.5K

Value:$2.7M

% of Portfolio:1.1% ($2.7M/$253.1M)

NVIDIA CORP

NVDA|67066G104

Shares:24.7K

Value:$2.7M

% of Portfolio:1.1% ($2.7M/$253.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	155.0K	QoQ -3.09% (-5.0K) YoY -5.97% (-9.9K)	All Managers (Combined)	$34.4M	13.6% ($34.4M/$253.1M)	QoQ -14.04% (-$5.6M) YoY +21.79% (-$6.2M)
MICROSOFT CORP(MSFTcusip594918104)	78.4K	QoQ -4.96% (-4.1K) YoY -11.96% (-10.7K)	All Managers (Combined)	$29.4M	11.6% ($29.4M/$253.1M)	QoQ -15.35% (-$5.3M) YoY -21.44% (-$8.0M)
ELI LILLY & Co(LLYcusip532457108)	24.9K	QoQ -2.69% (-691) YoY -10.18% (-2.8K)	All Managers (Combined)	$20.6M	8.1% ($20.6M/$253.1M)	QoQ +4.10% (-$811.2K) YoY -4.64% (-$1.0M)
VISA INC.(Vcusip92826C839)	49.9K	QoQ +0.47% (+234) YoY -0.98% (-499)	All Managers (Combined)	$17.5M	6.9% ($17.5M/$253.1M)	QoQ +11.41% (+$1.8M) YoY +24.33% (-$3.4M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	13.8K	QoQ -4.33% (-627) YoY -8.16% (-1.2K)	All Managers (Combined)	$13.1M	5.2% ($13.1M/$253.1M)	QoQ -1.25% (-$166.7K) YoY +18.55% (-$2.0M)
(VOOcusip922908363)	24.1K	QoQ -25.67% (-8.3K) YoY -31.05% (-10.9K)	All Managers (Combined)	$12.4M	4.9% ($12.4M/$253.1M)	QoQ -29.10% (-$5.1M) YoY -26.29% (-$4.4M)
HOME DEPOT, INC.(HDcusip437076102)	31.2K	QoQ -2.45% (-784) YoY -10.15% (-3.5K)	All Managers (Combined)	$11.4M	4.5% ($11.4M/$253.1M)	QoQ -8.09% (-$1.0M) YoY -14.16% (-$1.9M)
(SCHGcusip808524300)	432.0K	QoQ -22.19% (-123.2K) YoY +245.37% (-306.9K)	All Managers (Combined)	$10.8M	4.3% ($10.8M/$253.1M)	QoQ -30.09% (-$4.7M) YoY -6.72% (-$780.2K)
MCKESSON CORP(MCKcusip58155Q103)	14.1K	QoQ +1.75% (+242) YoY -0.63% (-90)	All Managers (Combined)	$9.5M	3.7% ($9.5M/$253.1M)	QoQ +20.15% (+$1.6M) YoY +24.55% (-$1.9M)
Mastercard Inc(MAcusip57636Q104)	14.4K	QoQ +2.80% (+394) YoY +1.79% (+254)	All Managers (Combined)	$7.9M	3.1% ($7.9M/$253.1M)	QoQ +7.01% (+$519.0K) YoY +15.86% (+$1.1M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	50.5K	QoQ -1.97% (-1.0K) YoY -2.36% (-1.2K)	All Managers (Combined)	$6.2M	2.4% ($6.2M/$253.1M)	QoQ -1.17% (-$72.9K) YoY +17.25% (-$905.5K)
AMAZON COM INC(AMZNcusip023135106)	32.1K	QoQ -2.12% (-696) YoY +0.78% (+249)	All Managers (Combined)	$6.1M	2.4% ($6.1M/$253.1M)	QoQ -15.11% (-$1.1M) YoY +6.30% (+$362.0K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	20.0K	QoQ +2.37% (+464) YoY +0.06% (+13)	All Managers (Combined)	$4.9M	1.9% ($4.9M/$253.1M)	QoQ +4.75% (+$223.2K) YoY +22.54% (+$904.5K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	15.5K	QoQ +10.41% (+1.5K) YoY -2.46% (-392)	All Managers (Combined)	$4.7M	1.9% ($4.7M/$253.1M)	QoQ +15.24% (+$625.9K) YoY +19.32% (-$766.2K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	7.9K	QoQ -0.32% (-26) YoY -6.91% (-585)	All Managers (Combined)	$4.4M	1.7% ($4.4M/$253.1M)	QoQ -4.86% (-$225.5K) YoY -0.44% (-$19.8K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	7.3K	QoQ +12.08% (+790) YoY +12.63% (+822)	All Managers (Combined)	$3.9M	1.5% ($3.9M/$253.1M)	QoQ +31.69% (+$939.1K) YoY +42.65% (+$1.2M)
Accenture plc(ACNcusipG1151C101)	11.4K	QoQ -2.75% (-322) YoY -43.23% (-8.7K)	All Managers (Combined)	$3.6M	1.4% ($3.6M/$253.1M)	QoQ -13.73% (-$565.3K) YoY -48.89% (-$3.4M)
(cusip03073E105)✕	10.5K	QoQ +5.97% (+590) YoY -13.60% (-1.6K)	All Managers (Combined)	$2.9M	1.2% ($2.9M/$253.1M)	QoQ +31.15% (+$691.6K) YoY -1.13% (-$33.3K)
(cusip921935409)✕	21.5K	QoQ NEW(+21.5K) YoY NEW(+21.5K)	All Managers (Combined)	$2.7M	1.1% ($2.7M/$253.1M)	QoQ NEW(+$2.7M) YoY NEW(+$2.7M)
NVIDIA CORP(NVDAcusip67066G104)	24.7K	QoQ -13.13% (-3.7K) YoY +913.50% (+22.3K)	All Managers (Combined)	$2.7M	1.1% ($2.7M/$253.1M)	QoQ -29.89% (-$1.1M) YoY +21.59% (+$475.3K)