$205 Million is the total value of Peachtree Investment Partners, LLC's 94 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CMCSA | New | COMCAST CORP NEWcl a | $684,000 | – | 12,000 | +100.0% | 0.33% | – |
| NDAQ | New | NASDAQ INC | $308,000 | – | 1,752 | +100.0% | 0.15% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $268,000 | – | 4,005 | +100.0% | 0.13% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $232,000 | – | 3,717 | +100.0% | 0.11% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $207,000 | – | 1,722 | +100.0% | 0.10% | – |
| GSG | New | ISHARES S&P GSCI COMMODITY-unit ben int | $163,000 | – | 10,100 | +100.0% | 0.08% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $158,000 | – | 63 | +100.0% | 0.08% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $156,000 | – | 64 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 23 | Q2 2024 | 17.1% |
| MICROSOFT CORP | 23 | Q2 2024 | 15.4% |
| VISA INC | 23 | Q2 2024 | 11.0% |
| HOME DEPOT INC | 23 | Q2 2024 | 7.0% |
| ACCENTURE PLC IRELAND | 23 | Q2 2024 | 4.2% |
| COSTCO WHSL CORP NEW | 23 | Q2 2024 | 5.0% |
| TJX COS INC NEW | 23 | Q2 2024 | 3.6% |
| NORTHROP GRUMMAN CORP | 23 | Q2 2024 | 4.2% |
| AUTOMATIC DATA PROCESSING IN | 23 | Q2 2024 | 3.1% |
| UNITEDHEALTH GROUP INC | 23 | Q2 2024 | 7.7% |
View Peachtree Investment Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-18 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-10 |
| 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 |
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.