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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PEPSICO INC

PEP|713448108

Shares:4.1K

Value:$615.7K

% of Portfolio:0.2% ($615.7K/$253.1M)

Monster Beverage Corp

MNST|61174X109

Shares:10.5K

Value:$613.6K

% of Portfolio:0.2% ($613.6K/$253.1M)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:2.5K

Value:$611.0K

% of Portfolio:0.2% ($611.0K/$253.1M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:2.2K

Value:$550.4K

% of Portfolio:0.2% ($550.4K/$253.1M)

Alphabet Inc.

GOOG|02079K107

Shares:3.4K

Value:$531.7K

% of Portfolio:0.2% ($531.7K/$253.1M)

464287507

IJH|464287507

Shares:9.0K

Value:$527.6K

% of Portfolio:0.2% ($527.6K/$253.1M)

AT&T INC.

T|00206R102

Shares:18.6K

Value:$526.1K

% of Portfolio:0.2% ($526.1K/$253.1M)

464287614

IWF|464287614

Shares:1.4K

Value:$515.2K

% of Portfolio:0.2% ($515.2K/$253.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:4.2K

Value:$497.5K

% of Portfolio:0.2% ($497.5K/$253.1M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.8K

Value:$492.2K

% of Portfolio:0.2% ($492.2K/$253.1M)

FIRST HORIZON CORP

FHN|320517105

Shares:25.0K

Value:$486.1K

% of Portfolio:0.2% ($486.1K/$253.1M)

Eaton Corp plc

ETN|G29183103

Shares:1.6K

Value:$445.5K

% of Portfolio:0.2% ($445.5K/$253.1M)

AbbVie Inc.

ABBV|00287Y109

Shares:2.1K

Value:$430.5K

% of Portfolio:0.2% ($430.5K/$253.1M)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:2.1K

Value:$430.5K

% of Portfolio:0.2% ($430.5K/$253.1M)

Discover Financial Services

DFS|254709108

Shares:2.5K

Value:$430.1K

% of Portfolio:0.2% ($430.1K/$253.1M)

CINTAS CORP

CTAS|172908105

Shares:2.1K

Value:$421.6K

% of Portfolio:0.2% ($421.6K/$253.1M)

Walmart Inc.

WMT|931142103

Shares:4.7K

Value:$412.9K

% of Portfolio:0.2% ($412.9K/$253.1M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:911

Value:$406.9K

% of Portfolio:0.2% ($406.9K/$253.1M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:1.7K

Value:$400.2K

% of Portfolio:0.2% ($400.2K/$253.1M)

Duke Energy CORP

DUK|26441C204

Shares:3.2K

Value:$386.4K

% of Portfolio:0.2% ($386.4K/$253.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PEPSICO INC(PEPcusip713448108)	4.1K	QoQ -13.66% (-650) YoY -46.83% (-3.6K)	All Managers (Combined)	$615.7K	0.2% ($615.7K/$253.1M)	QoQ -14.86% (-$107.5K) YoY -54.44% (-$735.9K)
Monster Beverage Corp(MNSTcusip61174X109)	10.5K	QoQ 0.00% (+0) YoY +38.81% (+2.9K)	All Managers (Combined)	$613.6K	0.2% ($613.6K/$253.1M)	QoQ +11.33% (+$62.5K) YoY +37.03% (+$165.8K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	2.5K	QoQ +42.30% (+750) YoY NEW(+2.5K)	All Managers (Combined)	$611.0K	0.2% ($611.0K/$253.1M)	QoQ +71.28% (+$254.3K) YoY NEW(+$611.0K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	2.2K	QoQ +30.15% (+513) YoY NEW(+2.2K)	All Managers (Combined)	$550.4K	0.2% ($550.4K/$253.1M)	QoQ +47.16% (+$176.4K) YoY NEW(+$550.4K)
Alphabet Inc.(GOOGcusip02079K107)	3.4K	QoQ +3.27% (-108) YoY +2.93% (+97)	All Managers (Combined)	$531.7K	0.2% ($531.7K/$253.1M)	QoQ -15.28% (-$95.9K) YoY +5.62% (+$28.3K)
(IJHcusip464287507)	9.0K	QoQ -0.61% (-56) YoY -19.09% (-2.1K)	All Managers (Combined)	$527.6K	0.2% ($527.6K/$253.1M)	QoQ -6.93% (-$39.3K) YoY -22.28% (-$151.3K)
AT&T INC.(Tcusip00206R102)	18.6K	QoQ NEW(+18.6K) YoY NEW(+18.6K)	All Managers (Combined)	$526.1K	0.2% ($526.1K/$253.1M)	QoQ NEW(+$526.1K) YoY NEW(+$526.1K)
(IWFcusip464287614)	1.4K	QoQ +0.07% (-1) YoY -41.05% (-994)	All Managers (Combined)	$515.2K	0.2% ($515.2K/$253.1M)	QoQ -9.99% (-$57.2K) YoY -36.85% (-$300.7K)
EXXON MOBIL CORP(XOMcusip30231G102)	4.2K	QoQ +6.35% (+250) YoY +69.07% (+1.7K)	All Managers (Combined)	$497.5K	0.2% ($497.5K/$253.1M)	QoQ +17.60% (+$74.5K) YoY +73.02% (+$210.0K)
AMERICAN EXPRESS CO(AXPcusip025816109)	1.8K	QoQ +48.82% (+600) YoY NEW(+1.8K)	All Managers (Combined)	$492.2K	0.2% ($492.2K/$253.1M)	QoQ +34.97% (+$127.5K) YoY NEW(+$492.2K)
FIRST HORIZON CORP(FHNcusip320517105)	25.0K	QoQ 0.00% (-0) YoY -16.26% (-4.9K)	All Managers (Combined)	$486.1K	0.2% ($486.1K/$253.1M)	QoQ -3.57% (-$18.0K) YoY +5.59% (-$25.7K)
Eaton Corp plc(ETNcusipG29183103)	1.6K	QoQ -15.86% (-309) YoY -12.72% (-239)	All Managers (Combined)	$445.5K	0.2% ($445.5K/$253.1M)	QoQ -31.08% (-$201.0K) YoY -24.12% (-$141.7K)
AbbVie Inc.(ABBVcusip00287Y109)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$430.5K	0.2% ($430.5K/$253.1M)	QoQ NEW(+$430.5K) YoY NEW(+$430.5K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	2.1K	QoQ -2.37% (-50) YoY -20.17% (-520)	All Managers (Combined)	$430.5K	0.2% ($430.5K/$253.1M)	QoQ -2.82% (-$12.5K) YoY -21.61% (-$118.7K)
Discover Financial Services(DFScusip254709108)	2.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$430.1K	0.2% ($430.1K/$253.1M)	QoQ -1.46% (-$6.4K) YoY +30.21% (+$99.8K)
CINTAS CORP(CTAScusip172908105)	2.1K	QoQ -13.74% (-327) YoY +90.00% (-972)	All Managers (Combined)	$421.6K	0.2% ($421.6K/$253.1M)	QoQ -2.98% (-$13.0K) YoY -43.16% (-$320.3K)
Walmart Inc.(WMTcusip931142103)	4.7K	QoQ +40.42% (+1.4K) YoY NEW(+4.7K)	All Managers (Combined)	$412.9K	0.2% ($412.9K/$253.1M)	QoQ +36.44% (+$110.3K) YoY NEW(+$412.9K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	911	QoQ +9.75% (+81) YoY +12.88% (+104)	All Managers (Combined)	$406.9K	0.2% ($406.9K/$253.1M)	QoQ +0.93% (+$3.8K) YoY +10.82% (+$39.7K)
WASTE MANAGEMENT INC(WMcusip94106L109)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$400.2K	0.2% ($400.2K/$253.1M)	QoQ NEW(+$400.2K) YoY NEW(+$400.2K)
Duke Energy CORP(DUKcusip26441C204)	3.2K	QoQ +18.34% (+491) YoY +21.42% (+559)	All Managers (Combined)	$386.4K	0.2% ($386.4K/$253.1M)	QoQ +33.99% (+$98.0K) YoY +53.16% (+$134.1K)