$160 Million is the total value of Peachtree Investment Partners, LLC's 96 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MRK | New | MERCK & CO INC | $947,000 | – | 10,387 | +100.0% | 0.59% | – |
| XOM | New | EXXON MOBIL CORP | $392,000 | – | 4,575 | +100.0% | 0.24% | – |
| CI | New | CIGNA CORP NEW | $304,000 | – | 1,154 | +100.0% | 0.19% | – |
| SO | New | SOUTHERN CO | $280,000 | – | 3,920 | +100.0% | 0.18% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $263,000 | – | 1,866 | +100.0% | 0.16% | – |
| WM | New | WASTE MGMT INC DEL | $242,000 | – | 1,579 | +100.0% | 0.15% | – |
| FLO | New | FLOWERS FOODS INC | $216,000 | – | 8,194 | +100.0% | 0.14% | – |
| VDE | New | VANGUARD WORLD FDSenergy etf | $45,000 | – | 454 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-16
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 | 2024-05-10 |
| 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 |
| 13F-HR | 2022-06-08 |
| 13F-HR | 2022-02-11 |
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.