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:

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808524771

FNDX|808524771

Shares:86

Value:$2.0K

% of Portfolio:0.0% ($2.0K/$253.1M)

808524730

Shares:44

Value:$1.4K

% of Portfolio:0.0% ($1.4K/$253.1M)

808524763

FNDA|808524763

Shares:46

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$253.1M)

808524607

SCHA|808524607

Shares:33

Value:$775

% of Portfolio:0.0% ($775/$253.1M)

808524847

SCHH|808524847

Shares:15

Value:$324

% of Portfolio:0.0% ($324/$253.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(FNDXcusip808524771)	86	QoQ 0.00% (+0) YoY NEW(+86)	All Managers (Combined)	$2.0K	0.0% ($2.0K/$253.1M)	QoQ +0.19% (+$4) YoY NEW(+$2.0K)
(cusip808524730)✕	44	QoQ 0.00% (+0) YoY NEW(+44)	All Managers (Combined)	$1.4K	0.0% ($1.4K/$253.1M)	QoQ +6.02% (+$77) YoY NEW(+$1.4K)
(FNDAcusip808524763)	46	QoQ 0.00% (-0) YoY NEW(+46)	All Managers (Combined)	$1.3K	0.0% ($1.3K/$253.1M)	QoQ -7.61% (-$104) YoY NEW(+$1.3K)
(SCHAcusip808524607)	33	QoQ 0.00% (-0) YoY NEW(+33)	All Managers (Combined)	$775	0.0% ($775/$253.1M)	QoQ -9.14% (-$78) YoY NEW(+$775)
(SCHHcusip808524847)	15	QoQ 0.00% (+0) YoY NEW(+15)	All Managers (Combined)	$324	0.0% ($324/$253.1M)	QoQ +2.53% (+$8) YoY NEW(+$324)