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PIP
Peachtree Investment Partners Portfolio holdings
AUM
$312M
1-Year Est. Return
27.01%
This Fund
S&P 500
This Quarter
Est. Return
-13.98%
1 Year Est. Return
+27.01%
3 Year Est. Return
+92.23%
5 Year Est. Return
+139.64%
10 Year Est. Return
–
AUM
$88.1M
AUM Growth
–
Cap. Flow
+$94.1M
Cap. Flow
% of AUM
106.89%
Top 10 Holdings %
Top 10 Hldgs %
58.48%
Holding
52
New
52
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Visa
V
|
+$9.26M |
| 2 |
Mastercard
MA
|
+$8.02M |
| 3 |
UnitedHealth
UNH
|
+$7.22M |
| 4 |
Microsoft
MSFT
|
+$6.32M |
| 5 |
Home Depot
HD
|
+$5.01M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 22.89% |
| 2 | Consumer Discretionary | 20.35% |
| 3 | Technology | 17.28% |
| 4 | Industrials | 16.28% |
| 5 | Healthcare | 14.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Stryker
SYK
$134B
| $795K | 0.9% |
+5,070
| New | +$848K |
|
27
Berkshire Hathaway Class B
BRK.B
$1.11T
| $786K | 0.89% |
+3,851
| New | +$804K |
|
28
Schwab US Broad Market ETF
SCHB
$44.7B
| $762K | 0.87% |
+76,254
| New | +$824K |
|
29
L3Harris
LHX
$53.6B
| $685K | 0.78% |
+5,087
| New | +$769K |
|
30
State Street SPDR S&P 500 ETF Trust
SPY
$807B
| $662K | 0.75% |
+250
| New | +$67.4K |
|
31
Coca-Cola
KO
$373B
| $656K | 0.74% |
+13,856
| New | +$663K |
|
32
Altria Group
MO
$108B
| $609K | 0.69% |
+12,335
| New | +$715K |
|
33
T. Rowe Price
TROW
$24.4B
| $471K | 0.53% |
+5,107
| New | +$496K |
|
34
Yum! Brands
YUM
$39.5B
| $459K | 0.52% |
+4,995
| New | +$447K |
|
35
Marriott International
MAR
$90.8B
| $458K | 0.52% |
+4,218
| New | +$484K |
|
36
Costco
COST
$418B
| $440K | 0.5% |
+2,162
| New | +$483K |
|
37
Consolidated Edison
ED
$39.7B
| $425K | 0.48% |
+5,555
| New | +$434K |
|
38
CSX Corp
CSX
$92.8B
| $409K | 0.46% |
+19,734
| New | +$454K |
|
39
Cintas
CTAS
$82.2B
| $393K | 0.45% |
+9,364
| New | +$419K |
|
40
Norfolk Southern
NSC
$75.3B
| $371K | 0.42% |
+2,479
| New | +$408K |
|
41
Honeywell
HON
$73.8B
| $366K | 0.42% |
+2,936
| New | +$401K |
|
42
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
| $364K | 0.41% |
+7,604
| New | +$398K |
|
43
Texas Instruments
TXN
$256B
| $344K | 0.39% |
+3,640
| New | +$352K |
|
44
Walt Disney
DIS
$178B
| $299K | 0.34% |
+2,731
| New | +$311K |
|
|
FISV
45
Fiserv Inc
FISV
$28.1B
| $289K | 0.33% |
+3,936
| New | +$304K |
|
46
DuPont de Nemours
DD
$19.4B
| $286K | 0.32% |
+2,109
| New | +$303K |
|
47
General Dynamics
GD
$106B
| $252K | 0.29% |
+1,604
| New | +$287K |
|
48
Live Oak Bancshares
LOB
$1.98B
| $248K | 0.28% |
+16,726
| New | +$322K |
|
49
Sherwin-Williams
SHW
$88.6B
| $229K | 0.26% |
+1,746
| New | +$236K |
|
50
Duke Energy
DUK
$96B
| $228K | 0.26% |
+2,645
| New | +$225K |
|
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Peachtree Investment Partners's Q4 2018 Portfolio in Review
Q4 2018 is the first quarter with a 13F filing on record for Peachtree Investment Partners, which disclosed 52 positions worth $88.1M. Its ten largest holdings account for 58% of the portfolio.
Its largest position is Visa: 67,030 shares worth $8.84M.
By sector, the portfolio is most concentrated in Financials at 23% of assets, followed by Consumer Discretionary and Technology.
- Peachtree Investment Partners's largest Q4 2018 buy was Visa: 67,030 shares worth $8.84M.
- Peachtree Investment Partners's ten largest holdings make up 58% of its $88.1M portfolio in Q4 2018.
- Peachtree Investment Partners disclosed 52 positions in Q4 2018, its first 13F filing on record.
Based on Peachtree Investment Partners's 13F filing for Q4 2018, filed 19 Feb 2019.