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

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NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:5.2K

Value:$2.7M

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

92204A702

VGT|92204A702

Shares:3.9K

Value:$2.1M

% of Portfolio:0.8% ($2.1M/$253.1M)

ABBOTT LABORATORIES

ABT|002824100

Shares:14.1K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$253.1M)

808524201

SCHX|808524201

Shares:75.8K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$253.1M)

STRYKER CORP

SYK|863667101

Shares:4.5K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$253.1M)

808524102

SCHB|808524102

Shares:69.5K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$253.1M)

MCDONALDS CORP

MCD|580135101

Shares:4.5K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$253.1M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:8.0K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$253.1M)

PROCTER & GAMBLE Co

PG|742718109

Shares:7.0K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$253.1M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:2.0K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$253.1M)

Meta Platforms, Inc.

META|30303M102

Shares:1.7K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$253.1M)

464287200

IVV|464287200

Shares:1.7K

Value:$973.9K

% of Portfolio:0.4% ($973.9K/$253.1M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:11.2K

Value:$944.0K

% of Portfolio:0.4% ($944.0K/$253.1M)

922908769

VTI|922908769

Shares:3.1K

Value:$854.2K

% of Portfolio:0.3% ($854.2K/$253.1M)

COCA COLA CO

KO|191216100

Shares:11.7K

Value:$837.2K

% of Portfolio:0.3% ($837.2K/$253.1M)

ROSS STORES, INC.

ROST|778296103

Shares:6.5K

Value:$831.4K

% of Portfolio:0.3% ($831.4K/$253.1M)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:2.8K

Value:$675.4K

% of Portfolio:0.3% ($675.4K/$253.1M)

ROLLINS INC

ROL|775711104

Shares:12.1K

Value:$651.5K

% of Portfolio:0.3% ($651.5K/$253.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:4.1K

Value:$640.1K

% of Portfolio:0.3% ($640.1K/$253.1M)

NIKE, Inc.

NKE|654106103

Shares:10.0K

Value:$636.0K

% of Portfolio:0.3% ($636.0K/$253.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	5.2K	QoQ -6.15% (-342) YoY -15.78% (-977)	All Managers (Combined)	$2.7M	1.1% ($2.7M/$253.1M)	QoQ +2.38% (-$62.2K) YoY -9.91% (-$293.8K)
(VGTcusip92204A702)	3.9K	QoQ -26.80% (-1.4K) YoY -22.39% (-1.1K)	All Managers (Combined)	$2.1M	0.8% ($2.1M/$253.1M)	QoQ -36.15% (-$1.2M) YoY -19.73% (-$518.6K)
ABBOTT LABORATORIES(ABTcusip002824100)	14.1K	QoQ -0.54% (-77) YoY -14.83% (-2.5K)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$253.1M)	QoQ +16.64% (-$266.8K) YoY -0.60% (-$11.3K)
(SCHXcusip808524201)	75.8K	QoQ -11.05% (-9.4K) YoY +711.08% (+66.4K)	All Managers (Combined)	$1.7M	0.7% ($1.7M/$253.1M)	QoQ -15.27% (-$301.7K) YoY +188.57% (+$1.1M)
STRYKER CORP(SYKcusip863667101)	4.5K	QoQ -3.02% (-139) YoY -15.01% (-787)	All Managers (Combined)	$1.7M	0.7% ($1.7M/$253.1M)	QoQ +0.26% (-$4.4K) YoY -11.60% (-$217.8K)
(SCHBcusip808524102)	69.5K	QoQ +8.59% (+5.5K) YoY +213.30% (+47.3K)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$253.1M)	QoQ +3.00% (+$43.6K) YoY +10.49% (+$142.1K)
MCDONALDS CORP(MCDcusip580135101)	4.5K	QoQ -0.59% (-27) YoY -23.46% (-1.4K)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$253.1M)	QoQ +7.10% (-$93.2K) YoY -15.20% (-$251.9K)
JOHNSON & JOHNSON(JNJcusip478160104)	8.0K	QoQ -7.23% (-621) YoY -25.55% (-2.7K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$253.1M)	QoQ +6.37% (-$79.2K) YoY -21.95% (-$371.4K)
PROCTER & GAMBLE Co(PGcusip742718109)	7.0K	QoQ +5.85% (+388) YoY -9.14% (-706)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$253.1M)	QoQ +7.60% (+$84.5K) YoY -4.56% (-$57.2K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	2.0K	QoQ -1.96% (-41) YoY -11.46% (-265)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$253.1M)	QoQ +1.49% (-$15.8K) YoY -6.25% (-$71.5K)
Meta Platforms, Inc.(METAcusip30303M102)	1.7K	QoQ -12.21% (-242) YoY +32.84% (+430)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$253.1M)	QoQ -13.59% (-$157.7K) YoY +57.65% (+$366.5K)
(IVVcusip464287200)	1.7K	QoQ -7.62% (-143) YoY +53.22% (+602)	All Managers (Combined)	$973.9K	0.4% ($973.9K/$253.1M)	QoQ -11.82% (-$130.6K) YoY +63.74% (+$379.1K)
Palantir Technologies Inc.(PLTRcusip69608A108)	11.2K	QoQ -19.35% (-2.7K) YoY NEW(+11.2K)	All Managers (Combined)	$944.0K	0.4% ($944.0K/$253.1M)	QoQ -10.00% (-$105.0K) YoY NEW(+$944.0K)
(VTIcusip922908769)	3.1K	QoQ +6.76% (+197) YoY -17.36% (-653)	All Managers (Combined)	$854.2K	0.3% ($854.2K/$253.1M)	QoQ +1.23% (+$10.4K) YoY -12.62% (-$123.4K)
COCA COLA CO(KOcusip191216100)	11.7K	QoQ +4.46% (+500) YoY -2.10% (-251)	All Managers (Combined)	$837.2K	0.3% ($837.2K/$253.1M)	QoQ +20.17% (+$140.6K) YoY +14.60% (-$106.7K)
ROSS STORES, INC.(ROSTcusip778296103)	6.5K	QoQ +0.15% (-10) YoY +0.86% (-56)	All Managers (Combined)	$831.4K	0.3% ($831.4K/$253.1M)	QoQ -15.39% (-$151.2K) YoY -12.16% (-$115.2K)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	2.8K	QoQ -5.08% (-152) YoY -10.34% (-327)	All Managers (Combined)	$675.4K	0.3% ($675.4K/$253.1M)	QoQ -18.94% (-$157.9K) YoY -15.34% (-$122.4K)
ROLLINS INC(ROLcusip775711104)	12.1K	QoQ +1.52% (+181) YoY +2.49% (+293)	All Managers (Combined)	$651.5K	0.3% ($651.5K/$253.1M)	QoQ +18.34% (+$101.0K) YoY +19.68% (+$107.2K)
Alphabet Inc.(GOOGLcusip02079K305)	4.1K	QoQ -12.47% (-590) YoY +43.71% (+1.3K)	All Managers (Combined)	$640.1K	0.3% ($640.1K/$253.1M)	QoQ -28.49% (-$255.1K) YoY +47.25% (+$205.4K)
NIKE, Inc.(NKEcusip654106103)	10.0K	QoQ -2.93% (-303) YoY -28.09% (-3.9K)	All Managers (Combined)	$636.0K	0.3% ($636.0K/$253.1M)	QoQ -18.57% (-$145.1K) YoY -51.43% (-$673.5K)