Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PEACHTREE INVESTMENT PARTNERS LLC | 02-09-2024 | 12-31-2023 | 104 | 243,745,995 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $34,486,974 | 179,125 | 0.01 | 0.02 | -4,952 | -2.69 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $33,291,980 | 88,533 | 0.01 | 0.01 | 3,413 | 4.01 | 12-31-2023 |
| ELI LILLY & CO | COM | 3 | $17,770,131 | 30,485 | 0.01 | 0.01 | -898 | -2.86 | 12-31-2023 |
| VISA INC | COM CL A | 4 | $14,071,613 | 54,049 | 0.01 | 0.01 | 253 | 0.47 | 12-31-2023 |
