$88.1 Million is the total value of Peachtree Investment Partners, LLC's 53 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| V | New | VISA INC | $8,844,000 | – | 67,030 | +100.0% | 10.04% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $7,616,000 | – | 40,371 | +100.0% | 8.65% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $6,812,000 | – | 27,344 | +100.0% | 7.74% | – |
| MSFT | New | MICROSOFT CORP | $5,997,000 | – | 59,041 | +100.0% | 6.81% | – |
| HD | New | HOME DEPOT INC | $4,803,000 | – | 27,952 | +100.0% | 5.45% | – |
| ROL | New | ROLLINS INC | $3,811,000 | – | 105,580 | +100.0% | 4.33% | – |
| BA | New | BOEING CO | $3,725,000 | – | 11,549 | +100.0% | 4.23% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $3,420,000 | – | 13,966 | +100.0% | 3.88% | – |
| LMT | New | LOCKHEED MARTIN CORP | $3,333,000 | – | 12,729 | +100.0% | 3.78% | – |
| TJX | New | TJX COS INC NEW | $3,140,000 | – | 70,186 | +100.0% | 3.56% | – |
| ACN | New | ACCENTURE PLC IRELAND | $3,078,000 | – | 21,831 | +100.0% | 3.50% | – |
| AAPL | New | APPLE INC | $3,046,000 | – | 19,308 | +100.0% | 3.46% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $2,461,000 | – | 18,769 | +100.0% | 2.79% | – |
| JPM | New | JPMORGAN CHASE & CO | $2,195,000 | – | 22,482 | +100.0% | 2.49% | – |
| ROST | New | ROSS STORES INC | $1,917,000 | – | 23,036 | +100.0% | 2.18% | – |
| JNJ | New | JOHNSON & JOHNSON | $1,757,000 | – | 13,617 | +100.0% | 2.00% | – |
| GPN | New | GLOBAL PMTS INC | $1,385,000 | – | 13,430 | +100.0% | 1.57% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $1,290,000 | – | 7,770 | +100.0% | 1.46% | – |
| LLY | New | LILLY ELI & CO | $1,269,000 | – | 10,967 | +100.0% | 1.44% | – |
| NKE | New | NIKE INCcl b | $1,255,000 | – | 16,931 | +100.0% | 1.42% | – |
| ABT | New | ABBOTT LABS | $1,159,000 | – | 16,027 | +100.0% | 1.32% | – |
| BDX | New | BECTON DICKINSON & CO | $1,140,000 | – | 5,059 | +100.0% | 1.29% | – |
| AMZN | New | AMAZON COM INC | $1,066,000 | – | 710 | +100.0% | 1.21% | – |
| MCD | New | MCDONALDS CORP | $1,010,000 | – | 5,689 | +100.0% | 1.15% | – |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $830,000 | – | 12,038 | +100.0% | 0.94% | – |
| SYK | New | STRYKER CORP | $795,000 | – | 5,070 | +100.0% | 0.90% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $786,000 | – | 3,851 | +100.0% | 0.89% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $762,000 | – | 12,709 | +100.0% | 0.86% | – |
| HRS | New | HARRIS CORP DEL | $685,000 | – | 5,087 | +100.0% | 0.78% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $662,000 | – | 250 | +100.0% | 0.75% | – |
| KO | New | COCA COLA CO | $656,000 | – | 13,856 | +100.0% | 0.74% | – |
| MO | New | ALTRIA GROUP INC | $609,000 | – | 12,335 | +100.0% | 0.69% | – |
| TROW | New | PRICE T ROWE GROUP INC | $471,000 | – | 5,107 | +100.0% | 0.54% | – |
| YUM | New | YUM BRANDS INC | $459,000 | – | 4,995 | +100.0% | 0.52% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $458,000 | – | 4,218 | +100.0% | 0.52% | – |
| COST | New | COSTCO WHSL CORP NEW | $440,000 | – | 2,162 | +100.0% | 0.50% | – |
| ED | New | CONSOLIDATED EDISON INC | $425,000 | – | 5,555 | +100.0% | 0.48% | – |
| CSX | New | CSX CORP | $409,000 | – | 6,578 | +100.0% | 0.46% | – |
| CTAS | New | CINTAS CORP | $393,000 | – | 2,341 | +100.0% | 0.45% | – |
| NSC | New | NORFOLK SOUTHERN CORP | $371,000 | – | 2,479 | +100.0% | 0.42% | – |
| HON | New | HONEYWELL INTL INC | $366,000 | – | 2,767 | +100.0% | 0.42% | – |
| IJK | New | ISHARES TRs&p mc 400gr etf | $364,000 | – | 1,901 | +100.0% | 0.41% | – |
| TXN | New | TEXAS INSTRS INC | $344,000 | – | 3,640 | +100.0% | 0.39% | – |
| DIS | New | DISNEY WALT CO | $299,000 | – | 2,731 | +100.0% | 0.34% | – |
| FISV | New | FISERV INC | $289,000 | – | 3,936 | +100.0% | 0.33% | – |
| DWDP | New | DOWDUPONT INC | $286,000 | – | 5,341 | +100.0% | 0.32% | – |
| GD | New | GENERAL DYNAMICS CORP | $252,000 | – | 1,604 | +100.0% | 0.29% | – |
| LOB | New | LIVE OAK BANCSHARES INC | $248,000 | – | 16,726 | +100.0% | 0.28% | – |
| SHW | New | SHERWIN WILLIAMS CO | $229,000 | – | 582 | +100.0% | 0.26% | – |
| DUK | New | DUKE ENERGY CORP NEW | $228,000 | – | 2,645 | +100.0% | 0.26% | – |
| IWO | New | ISHARES TRrus 2000 grw etf | $220,000 | – | 1,311 | +100.0% | 0.25% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $203,000 | – | 3,395 | +100.0% | 0.23% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 20 | Q3 2023 | 17.1% |
| MICROSOFT CORP | 20 | Q3 2023 | 14.6% |
| VISA INC | 20 | Q3 2023 | 11.0% |
| HOME DEPOT INC | 20 | Q3 2023 | 7.0% |
| ACCENTURE PLC IRELAND | 20 | Q3 2023 | 4.2% |
| NORTHROP GRUMMAN CORP | 20 | Q3 2023 | 4.2% |
| TJX COS INC NEW | 20 | Q3 2023 | 3.6% |
| COSTCO WHSL CORP NEW | 20 | Q3 2023 | 4.7% |
| AUTOMATIC DATA PROCESSING IN | 20 | Q3 2023 | 3.1% |
| UNITEDHEALTH GROUP INC | 20 | Q3 2023 | 7.7% |
View Peachtree Investment Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-16 |
| 13F-HR | 2022-06-08 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-08 |
View Peachtree Investment Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.