Peachtree Investment Partners, LLC Portfolio Holdings

Peachtree Investment Partners, LLC

  • $252 Million
  • Q1 2025

Peachtree Investment Partners, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $252 Million distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34.4M, Microsoft Corp with a value of $29.4M, Eli Lilly & CO with a value of $20.6M, Visa Inc. with a value of $17.5M, and Costco Wholesale Corp with a value of $13.1M.

Examining the 13F form we can see an decrease of $14.4M in the current position value, from $266M to 252M.

Peachtree Investment Partners, LLC is based out at Vero Beach, FL

Below you can find more details about Peachtree Investment Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $252 Million
Technology: $71.8 Million
ETFs: $42.4 Million
Healthcare: $39 Million
Financial Services: $37 Million
Consumer Cyclical: $29.1 Million
Consumer Defensive: $17.2 Million
Industrials: $10.7 Million
Communication Services: $3 Million
Other: $1.86 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $252 Million
  • Prior Value $266 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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