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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
AAPL icon
1
Apple
AAPL
$4.57T
$40.1M 15.01%
159,971
-1,476
-0.9% -$348K
MSFT icon
2
Microsoft
MSFT
$3.71T
$34.8M 13.03%
82,515
-3,580
-4% -$1.52M
LLY icon
3
Eli Lilly
LLY
$1.06T
$19.8M 7.41%
25,627
-1,984
-7% -$1.64M
VOO icon
4
Vanguard S&P 500 ETF
VOO
$1.01T
$17.5M 6.54%
32,411
+3,337
+11% +$1.81M
V icon
5
Visa
V
$677B
$15.7M 5.88%
49,677
-442
-0.9% -$133K
SCHG icon
6
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$15.5M 5.8%
555,210
+27,938
+5% +$764K
COST icon
7
Costco
COST
$420B
$13.2M 4.96%
14,449
-507
-3% -$470K
HD icon
8
Home Depot
HD
$355B
$12.4M 4.66%
31,968
-1,494
-4% -$610K
MCK icon
9
McKesson
MCK
$101B
$7.87M 2.95%
13,816
-545
-4% -$305K
MA icon
10
Mastercard
MA
$493B
$7.39M 2.77%
14,043
-129
-0.9% -$66.8K
AMZN icon
11
Amazon
AMZN
$2.96T
$7.19M 2.69%
32,786
+1,583
+5% +$324K
TJX icon
12
TJX Companies
TJX
$178B
$6.23M 2.33%
51,537
-1,268
-2% -$151K
JPM icon
13
JPMorgan Chase
JPM
$950B
$4.69M 1.76%
19,578
-559
-3% -$130K
SPY icon
14
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$4.63M 1.74%
7,904
-120
-1% -$70.7K
ACN icon
15
Accenture
ACN
$108B
$4.12M 1.54%
11,699
-273
-2% -$98.3K
ADP icon
16
Automatic Data Processing
ADP
$108B
$4.11M 1.54%
14,025
-204
-1% -$60.3K
NVDA icon
17
NVIDIA
NVDA
$5.42T
$3.82M 1.43%
28,435
+3,727
+15% +$514K
VGT icon
18
Vanguard Information Technology ETF
VGT
$149B
$3.3M 1.24%
42,504
+3,288
+8% +$253K
BRK.B icon
19
Berkshire Hathaway Class B
BRK.B
$1.13T
$2.96M 1.11%
6,537
-215
-3% -$99.3K
NOC icon
20
Northrop Grumman
NOC
$81.2B
$2.61M 0.98%
5,554
-626
-10% -$315K
COR icon
21
Cencora
COR
$61.2B
$2.22M 0.83%
9,878
-833
-8% -$196K
SCHX icon
22
Schwab US Large- Cap ETF
SCHX
$74.5B
$1.97M 0.74%
85,192
+20,614
+32% +$480K
SYK icon
23
Stryker
SYK
$130B
$1.65M 0.62%
4,594
-432
-9% -$160K
ABT icon
24
Abbott
ABT
$187B
$1.6M 0.6%
14,176
-836
-6% -$96.6K
SCHB icon
25
Schwab US Broad Market ETF
SCHB
$44.9B
$1.45M 0.54%
64,001
+497
+0.8% +$11.4K
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.