Peachtree Investment Partners, LLC
CIK 1743863 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $311.9M
- Posisi
- 143
- Per tanggal
- 30 Juni 2026
#5.078 dari 9.443 berdasarkan nilai 13F · top 53.8%
Nilai portofolio QoQ: +18.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 57,73%
- Bobot 25 kepemilikan teratas
- 82,12%
- Posisi di atas 1%
- 19
- Jumlah posisi efektif
- 20,4
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 5,21% Perkiraan pembelian $43.695.998 · penjualan $14.975.759
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 79,9% masih dipegang
- Posisi baru
- 24
- Meningkat
- 55
- Menurun
- 45
- Tertutup
- 10
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
26,7%
Healthcare
13,5%
Retail
12,4%
Financial Services
7,5%
Industrials
4,4%
Financials
3,0%
Communication Services
2,8%
Consumer Discretionary
1,0%
Consumer products
0,8%
Consumer Staples
0,5%
Utilities
0,2%
Real Estate
0,1%
Communications
0,1%
Energy
0,1%
Lainnya/Tidak terpetakan
27,0%
Portofolio lengkap 143 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $41.170.126 | 13,20% | 142.280 | $5.598.090 | Naik ×1 | ||
| LLY Eli Lilly and Company Common Stock | $26.071.470 | 8,36% | 21.737 | $6.040.890 | Turun ×6 | ||
| VOO | $25.365.158 | 8,13% | 36.932 | $9.845.940 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $22.899.728 | 7,34% | 61.390 | $-735.089 | Turun ×6 | ||
| V Visa Inc. | $14.634.997 | 4,69% | 42.656 | $1.412.402 | Turun ×5 | ||
| SOXX SOXX | $11.212.454 | 3,59% | 17.499 | Naik ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $10.846.148 | 3,48% | 11.594 | $-641.533 | Naik ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $9.742.315 | 3,12% | 27.624 | $162.594 | Turun ×3 | ||
| SCHG | $9.568.150 | 3,07% | 282.747 | $1.152.805 | Turun ×2 | ||
| MCK McKesson Corporation Common Stock | $8.562.753 | 2,74% | 11.332 | $-2.862.643 | Turun ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $8.456.563 | 2,71% | 42.264 | $1.672.994 | Naik ×5 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $7.783.847 | 2,50% | 51.379 | $-170.895 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $7.417.624 | 2,38% | 31.122 | $1.379.663 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $7.238.425 | 2,32% | 22.114 | $692.865 | Turun ×2 | ||
| SPY SPY | $7.143.417 | 2,29% | 9.566 | $2.496.490 | Naik ×1 | ||
| MA Mastercard Incorporated Common Stock | $6.718.024 | 2,15% | 13.080 | $130.191 | Turun ×4 | ||
| MTUM | $5.214.424 | 1,67% | 15.210 | Naik ×1 | |||
| SCHX | $4.903.293 | 1,57% | 166.609 | $1.064.775 | Naik ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $4.602.458 | 1,48% | 12.879 | $1.189.515 | Naik ×1 | ||
| SCHB | $3.053.899 | 0,98% | 105.452 | $151.399 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3.030.302 | 0,97% | 8.576 | $525.877 | Turun ×2 | ||
| IVV | $2.760.763 | 0,89% | 3.686 | $1.786.932 | Naik ×2 | ||
| VGT | $2.665.807 | 0,85% | 22.304 | $894.654 | Naik ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $2.610.871 | 0,84% | 6.912 | $722.909 | Naik ×1 | ||
| GLW Corning Incorporated Common Stock | $2.499.094 | 0,80% | 9.784 | $1.375.265 | Naik ×2 | ||
| NOC Northrop Grumman Corporation Common Stock | $2.333.288 | 0,75% | 4.581 | $-1.016.889 | Turun ×1 | ||
| SCHD | $2.290.801 | 0,73% | 72.242 | $-3.074.433 | Turun ×1 | ||
| JNJ Johnson & Johnson Common Stock | $2.272.617 | 0,73% | 8.948 | $-172.356 | Turun ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $2.210.239 | 0,71% | 9.869 | $107.340 | Turun ×5 | ||
| COR Cencora, Inc. Common Stock | $2.204.096 | 0,71% | 7.789 | $-1.509.734 | Turun ×2 | ||
| BRKB | $2.136.165 | 0,68% | 4.269 | $-53.779 | Turun ×5 | ||
| ROST Ross Stores, Inc. - Common Stock | $1.838.854 | 0,59% | 8.639 | $194.021 | Naik ×3 | ||
| KMB Kimberly-Clark Corporation - Common Stock | $1.755.747 | 0,56% | 15.995 | $213.464 | Naik ×1 | ||
| SPMO | $1.619.762 | 0,52% | 10.027 | $495.635 | |||
| CAT Caterpillar, Inc. Common Stock | $1.484.878 | 0,48% | 1.394 | $733.951 | Naik ×3 | ||
| MU Micron Technology, Inc. - Common Stock | $1.250.096 | 0,40% | 1.083 | Naik ×1 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $1.132.166 | 0,36% | 9.704 | $-484.813 | Turun ×3 | ||
| MCD McDonald's Corporation Common Stock | $1.095.267 | 0,35% | 4.052 | $-189.076 | Turun ×1 | ||
| GEV GE Vernova Inc. Common Stock | $1.031.865 | 0,33% | 878 | $492.235 | Naik ×2 | ||
| QQQM Invesco NASDAQ 100 ETF | $967.177 | 0,31% | 3.192 | $551.342 | Naik ×1 | ||
| ABT Abbott Laboratories Common Stock | $943.464 | 0,30% | 10.397 | $-404.251 | Turun ×4 | ||
| MAR Marriott International - Class A Common Stock | $920.655 | 0,30% | 2.484 | $124.035 | Naik ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $895.693 | 0,29% | 11.021 | $100.903 | Naik ×2 | ||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $886.197 | 0,28% | 7.121 | $-608.410 | Turun ×6 | ||
| GE GE Aerospace Common Stock | $864.438 | 0,28% | 2.313 | $20.806 | Turun ×2 | ||
| SYK Stryker Corporation Common Stock | $847.420 | 0,27% | 2.692 | $-612.828 | Turun ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $834.783 | 0,27% | 1.437 | Naik ×1 | |||
| IWF | $811.958 | 0,26% | 6.539 | $151.153 | Naik ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $809.863 | 0,26% | 1.120 | Naik ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $779.740 | 0,25% | 1.384 | $67.134 | Naik ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $779.043 | 0,25% | 770 | $102.489 | Turun ×2 | ||
| WMT Walmart Inc. - Common Stock | $738.171 | 0,24% | 6.517 | $-109.359 | Turun ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $694.158 | 0,22% | 4.734 | $-49.054 | Turun ×5 | ||
| IJH | $675.267 | 0,22% | 8.757 | $80.757 | Turun ×4 | ||
| TSLA Tesla, Inc. - Common Stock | $648.578 | 0,21% | 1.542 | $179.790 | Naik ×1 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $625.067 | 0,20% | 2.098 | Naik ×1 | |||
| LHX L3Harris Technologies, Inc. Common Stock | $607.886 | 0,19% | 2.092 | $-380.227 | Turun ×1 | ||
| COF Capital One Financial Corporation Common Stock | $567.554 | 0,18% | 2.829 | $58.757 | Naik ×1 | ||
| ROL Rollins, Inc. Common Stock | $465.366 | 0,15% | 11.149 | $-319.696 | Turun ×2 | ||
| TXN Texas Instruments Incorporated - Common Stock | $462.023 | 0,15% | 1.550 | $213.965 | Naik ×4 | ||
| FHN First Horizon Corporation Common Stock | $440.717 | 0,14% | 17.189 | $49.503 | |||
| INTC Intel Corporation - Common Stock | $426.989 | 0,14% | 3.058 | Naik ×1 | |||
| ABBV AbbVie Inc. Common Stock | $424.728 | 0,14% | 1.688 | $327 | Turun ×2 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $421.007 | 0,13% | 988 | $62.264 | Turun ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $387.393 | 0,12% | 2.861 | $-41.628 | Naik ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $386.101 | 0,12% | 758 | $-164.465 | Turun ×1 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $377.202 | 0,12% | 2.980 | $-2.362 | Naik ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $372.982 | 0,12% | 781 | $153.652 | Naik ×1 | ||
| SNDK Sandisk Corporation - Common Stock | $368.344 | 0,12% | 162 | Naik ×1 | |||
| SSB SouthState Bank Corporation Common Stock | $357.105 | 0,11% | 3.575 | $26.381 | |||
| VTI | $347.701 | 0,11% | 940 | $58.617 | Naik ×1 | ||
| MO Altria Group, Inc. | $340.247 | 0,11% | 4.729 | $39.344 | Naik ×3 | ||
| IYY | $339.538 | 0,11% | 1.863 | $44.957 | Naik ×1 | ||
| NKE Nike, Inc. Common Stock | $331.497 | 0,11% | 8.075 | $-159.661 | Turun ×4 | ||
| TRV The Travelers Companies, Inc. Common Stock | $319.550 | 0,10% | 968 | $83.712 | Naik ×2 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $318.450 | 0,10% | 330 | Naik ×1 | |||
| CW Curtiss-Wright Corporation Common Stock | $310.812 | 0,10% | 410 | Naik ×1 | |||
| MS Morgan Stanley Common Stock | $303.730 | 0,10% | 1.453 | Naik ×1 | |||
| TFC Truist Financial Corporation Common Stock | $301.858 | 0,10% | 6.059 | $23.796 | Naik ×2 | ||
| IBM International Business Machines Corporation Common Stock | $298.421 | 0,10% | 1.061 | $-45.664 | Turun ×2 | ||
| ED Consolidated Edison, Inc. Common Stock | $293.706 | 0,09% | 2.655 | $-4.798 | Naik ×2 | ||
| NSC Norfolk Southern Corporation Common Stock | $290.100 | 0,09% | 922 | $4.474 | Turun ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $289.759 | 0,09% | 2.255 | $51.436 | Naik ×1 | ||
| AXP American Express Company Common Stock | $284.697 | 0,09% | 842 | $-66.887 | Turun ×2 | ||
| VTC Vanguard Total Corporate Bond ETF | $278.900 | 0,09% | 3.632 | $-109 | |||
| YUM Yum! Brands, Inc. | $276.505 | 0,09% | 1.730 | $3.075 | Turun ×1 | ||
| VYM | $262.736 | 0,08% | 1.663 | $17.558 | Naik ×5 | ||
| CASY Caseys General Stores, Inc. - Common Stock | $257.444 | 0,08% | 324 | Naik ×1 | |||
| GLD | $254.551 | 0,08% | 691 | $-121.092 | Turun ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $253.502 | 0,08% | 610 | ||||
| Penerbit tidak dikenal (CUSIP: 438516205) | $253.047 | 0,08% | 1.130 | Naik ×1 | |||
| SPG Simon Property Group, Inc. Common Stock | $243.555 | 0,08% | 1.089 | Naik ×1 | |||
| CTAS Cintas Corporation - Common Stock | $241.474 | 0,08% | 1.420 | $-22.354 | Turun ×4 | ||
| HWM Howmet Aerospace Inc. Common Stock | $240.663 | 0,08% | 895 | $-18.157 | Turun ×1 | ||
| BA Boeing Company (The) Common Stock | $237.639 | 0,08% | 1.098 | Naik ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $234.570 | 0,08% | 1.997 | Naik ×1 | |||
| C Citigroup, Inc. Common Stock | $233.402 | 0,07% | 1.668 | ||||
| CVX Chevron Corporation Common Stock | $229.706 | 0,07% | 1.386 | $-221.204 | Turun ×1 | ||
| AMGN Amgen Inc. - Common Stock | $227.465 | 0,07% | 628 | $19.118 | Naik ×1 | ||
| WFC Wells Fargo & Company Common Stock | $225.632 | 0,07% | 2.730 | $21.408 | Naik ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| NVDA | $8.456.563 | 2,71% | naik ×5 |
| ROST | $1.838.854 | 0,59% | naik ×3 |
| CAT | $1.484.878 | 0,48% | naik ×3 |
| TXN | $462.023 | 0,15% | naik ×4 |
| MO | $340.247 | 0,11% | naik ×3 |
| VYM | $262.736 | 0,08% | naik ×5 |
| SCHK | $189.731 | 0,06% | naik ×4 |
| SCHV | $100.999 | 0,03% | naik ×4 |
| VB | $29.931 | 0,01% | naik ×6 |
| SCHM | $12.749 | 0,00% | naik ×3 |
| BSV | $12.170 | 0,00% | naik ×6 |
| BNDW | $11.350 | 0,00% | naik ×6 |
| SCYB | $9.246 | 0,00% | naik ×5 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| SOXX | $11.212.454 | 17.499 | 3,59% |
| MTUM | $5.214.424 | 15.210 | 1,67% |
| MU | $1.250.096 | 1.083 | 0,40% |
| AMD | $834.783 | 1.437 | 0,27% |
| AMAT | $809.863 | 1.120 | 0,26% |
| MRVL | $625.067 | 2.098 | 0,20% |
| INTC | $426.989 | 3.058 | 0,14% |
| SNDK | $368.344 | 162 | 0,12% |
| STX | $318.450 | 330 | 0,10% |
| CW | $310.812 | 410 | 0,10% |
| MS | $303.730 | 1.453 | 0,10% |
| CASY | $257.444 | 324 | 0,08% |
| UNH | $253.502 | 610 | 0,08% |
| Penerbit tidak dikenal (CUSIP: 438516205) | $253.047 | 1.130 | 0,08% |
| SPG | $243.555 | 1.089 | 0,08% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VOO | Beli lebih banyak | +11K | +$9.8M |
| LLY | Dipangkas | -41 | +$6.0M |
| AAPL | Beli lebih banyak | +2K | +$5.6M |
| SCHD | Dipangkas | -103K | -$3.1M |
| MCK | Dipangkas | -2K | -$2.9M |
| SPY | Beli lebih banyak | +2K | +$2.5M |
| IVV | Beli lebih banyak | +2K | +$1.8M |
| NVDA | Beli lebih banyak | +3K | +$1.7M |
| COR | Dipangkas | -4K | -$1.5M |
| V | Dipangkas | -1K | +$1.4M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| SPY | 30 Juni 2025 | 7.878 | $4.406.990 | Tidak lagi dilacak |
| VFMV | 30 Juni 2025 | 21.502 | $2.725.163 | Tidak lagi dilacak |
| XOM | 30 Juni 2026 | 7.245 | $1.229.110 | 21,7% |
| MNST | 31 Maret 2026 | 14.078 | $1.079.360 | -34,3% |
| UNH | 30 Juni 2025 | 2.047 | $1.072.016 | 24,2% |
| NFLX | 31 Des. 2025 | 434 | $520.331 | -15,1% |
| FICO | 31 Maret 2025 | 249 | $495.742 | -36,8% |
| AZO | 31 Des. 2025 | 103 | $441.895 | -12,8% |
| DFS | 30 Juni 2025 | 2.520 | $430.097 | Tidak lagi dilacak |
| C | 31 Maret 2026 | 3.681 | $429.590 | 16,2% |
| T | 31 Des. 2025 | 15.177 | $428.600 | 2,1% |
| HON | 30 Juni 2026 | 1.801 | $407.117 | -1,9% |
| ORCL | 31 Des. 2025 | 1.300 | $365.565 | -24,9% |
| SAP | 30 Sep. 2025 | 1.180 | $358.838 | -19,4% |
| AVGO | 31 Maret 2025 | 1.516 | $351.473 | 122,6% |
| SSBXXXX | 30 Sep. 2025 | 3.575 | $328.973 | Tidak lagi dilacak |
| MRSH | 30 Juni 2025 | 1.315 | $320.899 | -12,6% |
| ICE | 31 Des. 2025 | 1.883 | $317.216 | -0,6% |
| MGK | 30 Juni 2026 | 814 | $299.031 | Tidak lagi dilacak |
| PM | 30 Sep. 2025 | 1.601 | $291.511 | 17,0% |
| WPC | 31 Des. 2025 | 4.218 | $285.007 | 11,4% |
| IWY | 31 Maret 2026 | 950 | $263.093 | Tidak lagi dilacak |
| ATO | 30 Juni 2026 | 1.417 | $261.688 | -1,7% |
| LOW | 30 Juni 2026 | 1.028 | $242.882 | -1,3% |
| PH | 31 Maret 2025 | 370 | $235.331 | 66,5% |
| NFLX | 31 Maret 2025 | 257 | $229.069 | -91,5% |
| RSG | 31 Maret 2026 | 1.042 | $220.844 | 0,3% |
| T | 30 Juni 2026 | 7.602 | $220.380 | 22,6% |
| RTX | 30 Juni 2026 | 1.138 | $219.548 | 12,1% |
| DHR | 30 Juni 2026 | 1.153 | $218.649 | 12,4% |
| MDLZ | 31 Des. 2025 | 3.297 | $205.957 | 19,1% |
| WM | 31 Maret 2026 | 932 | $204.787 | -2,6% |
| TMO | 31 Maret 2026 | 352 | $204.161 | 26,2% |
| PH | 31 Des. 2025 | 269 | $203.942 | 15,1% |
| SO | 30 Juni 2025 | 2.202 | $202.514 | -0,8% |
| IUSV | 30 Juni 2025 | 180 | $16.612 | |
| VIS | 31 Maret 2025 | 51 | $12.848 | Tidak lagi dilacak |
| VFH | 31 Maret 2026 | 45 | $5.969 | Tidak lagi dilacak |
| VTWO | 30 Juni 2025 | 65 | $5.242 | |
| VYMI | 30 Juni 2026 | 50 | $4.712 | |
| IWP | 31 Maret 2025 | 19 | $2.408 | Tidak lagi dilacak |
| FNDE | 30 Juni 2026 | 46 | $1.757 | Tidak lagi dilacak |
| SCHA | 30 Juni 2025 | 33 | $775 | Tidak lagi dilacak |
| SCHH | 31 Des. 2025 | 15 | $330 | Tidak lagi dilacak |
| VMBS | 31 Maret 2025 | 7 | $317 |