$218 Million is the total value of Peachtree Investment Partners, LLC's 101 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HSY | New | HERSHEY CO | $1,249,000 | – | 5,766 | +100.0% | 0.57% | – |
| MCK | New | MCKESSON CORP | $827,000 | – | 2,703 | +100.0% | 0.38% | – |
| UNP | New | UNION PAC CORP | $657,000 | – | 2,404 | +100.0% | 0.30% | – |
| NUE | New | NUCOR CORP | $478,000 | – | 3,213 | +100.0% | 0.22% | – |
| LOB | New | LIVE OAK BANCSHARES INC | $382,000 | – | 7,503 | +100.0% | 0.18% | – |
| ADM | New | ARCHER DANIELS MIDLAND CO | $317,000 | – | 3,514 | +100.0% | 0.15% | – |
| CVX | New | CHEVRON CORP NEW | $252,000 | – | 1,546 | +100.0% | 0.12% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $17,000 | – | 105 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-06-08
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.