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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
+3.36%
1 Year Est. Return
+27.01%
3 Year Est. Return
+92.23%
5 Year Est. Return
+139.64%
10 Year Est. Return
–
AUM
$267M
AUM Growth
+$1.02M
Cap. Flow
-$4.78M
Cap. Flow %
-1.79%
Top 10 Hldgs %
69.01%
Holding
122
New
9
Increased
34
Reduced
48
Closed
8

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.81M
2
PLTR icon
Palantir
PLTR
+$808K
3
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$764K
4
NVDA icon
NVIDIA
NVDA
+$514K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$480K

Top Sells

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$1.64M
2
MSFT icon
Microsoft
MSFT
+$1.52M
3
HD icon
Home Depot
HD
+$610K
4
NVO
Novo Nordisk
NVO
+$572K
5
COST icon
Costco
COST
+$470K

Sector Composition

Rank Sector Weight
1 Technology 33.48%
2 Healthcare 13.52%
3 Financials 12.25%
4 Consumer Discretionary 11.7%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCD icon
26
McDonald's
MCD
$193B
$1.31M 0.49%
4,524
-624
-12% -$186K
JNJ icon
27
Johnson & Johnson
JNJ
$630B
$1.24M 0.47%
8,582
-1,116
-12% -$173K
META icon
28
Meta Platforms (Facebook)
META
$1.51T
$1.16M 0.43%
1,981
+178
+10% +$104K
PG icon
29
Procter & Gamble
PG
$336B
$1.11M 0.42%
6,629
-651
-9% -$111K
IVV icon
30
iShares Core S&P 500 ETF
IVV
$910B
$1.1M 0.41%
1,876
+33
+2% +$19.5K
UNH icon
31
UnitedHealth
UNH
$358B
$1.06M 0.4%
2,088
-106
-5% -$60.2K
PLTR icon
32
Palantir
PLTR
$429B
$1.05M 0.39%
+13,870
New +$808K
ROST icon
33
Ross Stores
ROST
$78.4B
$983K 0.37%
6,496
-617
-9% -$90.7K
GOOGL icon
34
Alphabet (Google) Class A
GOOGL
$4.23T
$895K 0.34%
4,729
+277
+6% +$48.5K
VTI icon
35
Vanguard Morningstar Total Stock Market ETF
VTI
$696B
$844K 0.32%
2,911
-32
-1% -$9.34K
MAR icon
36
Marriott International
MAR
$91.8B
$833K 0.31%
2,987
+133
+5% +$36.5K
NKE icon
37
Nike
NKE
$61.4B
$781K 0.29%
10,322
-1,690
-14% -$133K
PEP icon
38
PepsiCo
PEP
$191B
$723K 0.27%
4,756
-1,236
-21% -$203K
KO icon
39
Coca-Cola
KO
$376B
$697K 0.26%
11,189
+157
+1% +$10.2K
ETN icon
40
Eaton
ETN
$177B
$646K 0.24%
1,948
– –
GOOG icon
41
Alphabet (Google) Class C
GOOG
$4.21T
$628K 0.24%
3,295
+26
+0.8% +$4.59K
IWF icon
42
iShares Russell 1000 Growth ETF
IWF
$129B
$572K 0.21%
5,704
+8
+0.1% +$787
IJH icon
43
iShares Core S&P Mid-Cap ETF
IJH
$128B
$567K 0.21%
9,098
-236
-3% -$15.1K
MNST icon
44
Monster Beverage
MNST
$91.4B
$551K 0.21%
20,972
– –
ROL icon
45
Rollins
ROL
$17.5B
$550K 0.21%
11,877
+40
+0.3% +$1.96K
FHN icon
46
First Horizon
FHN
$12.3B
$504K 0.19%
25,031
-4,862
-16% -$91.4K
FICO icon
47
Fair Isaac
FICO
$23.8B
$496K 0.19%
249
+57
+30% +$122K
IYW icon
48
iShares US Technology ETF
IYW
$25.8B
$453K 0.17%
2,839
+1
+0% +$158
LHX icon
49
L3Harris
LHX
$53.7B
$443K 0.17%
2,107
-442
-17% -$106K
DFS
50
DELISTED
Discover Financial Services
DFS
$436K 0.16%
2,520
– –
1
2
3 4 5

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Peachtree Investment Partners's Q4 2024 Portfolio in Review

As of Q4 2024, Peachtree Investment Partners held 122 positions worth $267M, up 0.38% from $266M the previous quarter. Its ten largest holdings account for 69% of the portfolio.

Peachtree Investment Partners's Q4 2024 filing shows 9 new, 34 increased, 48 reduced and 8 closed positions. Its largest new stake was Palantir: 13,870 shares worth $1.05M. The largest sale was Eli Lilly, an estimated $1.64M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 33% a quarter earlier, followed by Healthcare and Financials.

  • Peachtree Investment Partners's largest Q4 2024 buy was Palantir: 13,870 shares worth $1.05M.
  • Peachtree Investment Partners added most to Vanguard S&P 500 ETF in Q4 2024, an estimated $1.81M increase.
  • Peachtree Investment Partners's biggest Q4 2024 reduction was Eli Lilly, cutting an estimated $1.64M.
  • Peachtree Investment Partners fully exited Novo Nordisk in Q4 2024, selling an estimated $572K.
  • Peachtree Investment Partners's ten largest holdings make up 69% of its $267M portfolio in Q4 2024.
  • Peachtree Investment Partners opened 9 new positions and closed 8 in Q4 2024.
  • Peachtree Investment Partners's portfolio value rose 0.38% quarter-over-quarter to $267M.

Based on Peachtree Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.