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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
CTAS icon
51
Cintas
CTAS
$81.7B
$435K 0.16%
2,379
-1,437
-38% -$302K
XOM icon
52
ExxonMobil
XOM
$656B
$423K 0.16%
3,933
-729
-16% -$85.3K
QQQM icon
53
Invesco NASDAQ 100 ETF
QQQM
$103B
$421K 0.16%
2,000
– –
HON icon
54
Honeywell
HON
$74.5B
$404K 0.15%
1,899
-420
-18% -$87.6K
LMT icon
55
Lockheed Martin
LMT
$141B
$403K 0.15%
830
-210
-20% -$114K
CMCSA icon
56
Comcast
CMCSA
$90.3B
$380K 0.14%
10,125
+75
+0.7% +$3.11K
IBM icon
57
IBM
IBM
$222B
$374K 0.14%
1,701
-800
-32% -$178K
AXP icon
58
American Express
AXP
$232B
$365K 0.14%
1,229
-180
-13% -$51.7K
RSG icon
59
Republic Services
RSG
$65.8B
$357K 0.13%
1,773
+370
+26% +$76.6K
SSB icon
60
SouthState Bank Corp
SSB
$10.7B
$356K 0.13%
3,575
– –
AVGO icon
61
Broadcom
AVGO
$1.98T
$351K 0.13%
1,516
+340
+29% +$62.9K
MRK icon
62
Merck
MRK
$330B
$329K 0.12%
3,303
-326
-9% -$33.6K
LOW icon
63
Lowe's Companies
LOW
$122B
$317K 0.12%
1,286
+42
+3% +$11.2K
DHR icon
64
Danaher
DHR
$146B
$312K 0.12%
1,358
– –
WMT icon
65
Walmart Inc
WMT
$920B
$303K 0.11%
+3,349
New +$291K
TSLA icon
66
Tesla
TSLA
$1.29T
$299K 0.11%
+741
New +$238K
SCHK icon
67
Schwab 1000 Index ETF
SCHK
$5.94B
$291K 0.11%
10,285
-157
-2% -$4.47K
DUK icon
68
Duke Energy
DUK
$96.2B
$288K 0.11%
2,677
-10
-0.4% -$1.13K
YUM icon
69
Yum! Brands
YUM
$40.9B
$286K 0.11%
2,131
-38
-2% -$5.14K
TFC icon
70
Truist Financial
TFC
$64.5B
$284K 0.11%
6,554
-175
-3% -$7.81K
MGK icon
71
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.7B
$279K 0.1%
4,070
– –
VTC icon
72
Vanguard Total Corporate Bond ETF
VTC
$1.71B
$275K 0.1%
3,632
– –
NSC icon
73
Norfolk Southern
NSC
$75.4B
$270K 0.1%
1,151
-32
-3% -$8.14K
ED icon
74
Consolidated Edison
ED
$39.8B
$239K 0.09%
2,674
+12
+0.5% +$1.18K
PH icon
75
Parker-Hannifin
PH
$135B
$235K 0.09%
370
– –
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.