Peachtree Investment Partners
Latest statistics and disclosures from Peachtree Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, LLY, VOO, V, and represent 43.91% of Peachtree Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: SPY, SCHX, SCHG, GOOGL, GS, C, MCK, ROL, COR, JNJ.
- Started 8 new stock positions in SPY, TLT, AMGN, GLW, GLD, GEV, TMO, C.
- Reduced shares in these 10 stocks: MSFT, ADP, PLTR, META, COST, NFLX, V, RSG, HD, AZO.
- Sold out of its positions in T, AZO, ICE, MDLZ, NFLX, ORCL, PH, SCHH, WPC.
- Peachtree Investment Partners was a net buyer of stock by $4.0M.
- Peachtree Investment Partners has $301M in assets under management (AUM), dropping by 4.48%.
- Central Index Key (CIK): 0001743863
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Portfolio Holdings for Peachtree Investment Partners
Peachtree Investment Partners holds 127 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 12.9 | $39M | 144k | 271.86 |
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| Microsoft Corporation (MSFT) | 11.1 | $34M | -3% | 69k | 483.62 |
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| Eli Lilly & Co. (LLY) | 8.1 | $24M | 23k | 1074.70 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.3 | $19M | 30k | 627.14 |
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| Visa Com Cl A (V) | 5.5 | $17M | -3% | 47k | 350.71 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 5.1 | $15M | +6% | 468k | 32.62 |
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| McKesson Corporation (MCK) | 3.7 | $11M | +3% | 14k | 820.31 |
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| Costco Wholesale Corporation (COST) | 3.5 | $11M | -5% | 12k | 862.31 |
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| Home Depot (HD) | 3.5 | $11M | -4% | 30k | 344.09 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 3.4 | $10M | +46% | 379k | 26.91 |
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| Mastercard Incorporated Cl A (MA) | 2.7 | $8.1M | -3% | 14k | 570.88 |
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| TJX Companies (TJX) | 2.6 | $7.7M | +2% | 50k | 153.61 |
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| JPMorgan Chase & Co. (JPM) | 2.5 | $7.4M | 23k | 322.21 |
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| Amazon (AMZN) | 2.4 | $7.3M | 32k | 230.82 |
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| NVIDIA Corporation (NVDA) | 2.4 | $7.2M | +2% | 39k | 186.50 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $4.9M | NEW | 7.2k | 681.87 |
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| AmerisourceBergen (COR) | 1.4 | $4.1M | +10% | 12k | 337.74 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $3.9M | +19% | 13k | 313.01 |
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| Palantir Technologies Cl A (PLTR) | 1.2 | $3.6M | -15% | 20k | 177.75 |
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| Automatic Data Processing (ADP) | 1.0 | $2.9M | -21% | 11k | 257.23 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $2.9M | +13% | 9.1k | 313.79 |
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| Northrop Grumman Corporation (NOC) | 0.9 | $2.6M | -6% | 4.6k | 570.21 |
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| Broadcom (AVGO) | 0.9 | $2.6M | +8% | 7.6k | 346.10 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $2.4M | -10% | 4.8k | 502.65 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $2.1M | -10% | 7.8k | 268.32 |
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| Vanguard World Inf Tech Etf (VGT) | 0.7 | $2.0M | -2% | 2.7k | 753.75 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.7 | $2.0M | +4% | 76k | 26.23 |
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| Johnson & Johnson (JNJ) | 0.6 | $1.9M | +22% | 9.2k | 206.94 |
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| Abbott Laboratories (ABT) | 0.6 | $1.7M | 14k | 125.29 |
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| Stryker Corporation (SYK) | 0.5 | $1.5M | 4.4k | 351.48 |
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| Meta Platforms Cl A (META) | 0.4 | $1.3M | -33% | 2.0k | 660.22 |
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| Ross Stores (ROST) | 0.4 | $1.3M | +9% | 7.1k | 180.13 |
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| McDonald's Corporation (MCD) | 0.4 | $1.2M | +2% | 4.1k | 305.61 |
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| Rollins (ROL) | 0.4 | $1.2M | +46% | 20k | 60.02 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.4 | $1.1M | 9.6k | 119.32 |
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| Monster Beverage Corp (MNST) | 0.4 | $1.1M | 14k | 76.67 |
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| Goldman Sachs (GS) | 0.3 | $1.0M | +110% | 1.2k | 878.84 |
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| Ge Aerospace Com New (GE) | 0.3 | $1.0M | +19% | 3.3k | 308.05 |
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| Capital One Financial (COF) | 0.3 | $824k | +20% | 3.4k | 242.36 |
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| Procter & Gamble Company (PG) | 0.3 | $803k | -10% | 5.6k | 143.30 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $779k | -30% | 1.1k | 685.03 |
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| International Business Machines (IBM) | 0.2 | $748k | +41% | 2.5k | 296.16 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $745k | 1.6k | 473.19 |
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| Marriott Intl Cl A (MAR) | 0.2 | $744k | -6% | 2.4k | 310.22 |
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| Coca-Cola Company (KO) | 0.2 | $675k | -16% | 9.7k | 69.91 |
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| Wal-Mart Stores (WMT) | 0.2 | $669k | +9% | 6.0k | 111.41 |
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| Nike CL B (NKE) | 0.2 | $597k | -4% | 9.4k | 63.71 |
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| Caterpillar (CAT) | 0.2 | $594k | +94% | 1.0k | 573.12 |
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| L3harris Technologies (LHX) | 0.2 | $592k | -2% | 2.0k | 293.58 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $589k | 8.9k | 66.00 |
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| Tesla Motors (TSLA) | 0.2 | $572k | 1.3k | 449.73 |
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| American Express Company (AXP) | 0.2 | $554k | +31% | 1.5k | 369.85 |
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| Abbvie (ABBV) | 0.2 | $486k | +8% | 2.1k | 228.44 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $461k | -6% | 3.8k | 120.34 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $443k | -12% | 1.8k | 252.92 |
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| Citigroup Com New (C) | 0.1 | $430k | NEW | 3.7k | 116.70 |
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| First Horizon National Corporation (FHN) | 0.1 | $411k | 17k | 23.90 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.1 | $398k | 2.4k | 165.81 |
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| Pepsi (PEP) | 0.1 | $398k | -9% | 2.8k | 143.49 |
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| Corning Incorporated (GLW) | 0.1 | $343k | NEW | 3.9k | 87.56 |
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| Southstate Bk Corp (SSB) | 0.1 | $336k | 3.6k | 94.10 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $336k | 814.00 | 412.68 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $327k | 2.8k | 117.19 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $321k | 664.00 | 483.45 |
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| Cintas Corporation (CTAS) | 0.1 | $320k | -28% | 1.7k | 188.05 |
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| Eaton Corp SHS (ETN) | 0.1 | $310k | -6% | 973.00 | 318.51 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $308k | -3% | 917.00 | 335.38 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $304k | NEW | 766.00 | 396.31 |
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| Honeywell International (HON) | 0.1 | $300k | -3% | 1.5k | 195.10 |
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| Truist Financial Corp equities (TFC) | 0.1 | $295k | 6.0k | 49.21 |
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| Norfolk Southern (NSC) | 0.1 | $291k | 1.0k | 288.75 |
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| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.1 | $282k | 3.6k | 77.63 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $281k | 1.4k | 199.69 |
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| Ge Vernova (GEV) | 0.1 | $272k | NEW | 416.00 | 653.75 |
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| Yum! Brands (YUM) | 0.1 | $265k | 1.8k | 151.29 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $263k | 950.00 | 276.94 |
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| Consolidated Edison (ED) | 0.1 | $261k | -3% | 2.6k | 99.30 |
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| Altria (MO) | 0.1 | $260k | +5% | 4.5k | 57.67 |
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| Danaher Corporation (DHR) | 0.1 | $259k | -8% | 1.1k | 228.84 |
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| Lowe's Companies (LOW) | 0.1 | $247k | 1.0k | 241.05 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $243k | 8.1k | 29.89 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $241k | -13% | 8.8k | 27.43 |
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| Wells Fargo & Company (WFC) | 0.1 | $239k | 2.6k | 93.21 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $237k | 1.6k | 143.50 |
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| Travelers Companies (TRV) | 0.1 | $227k | -2% | 783.00 | 290.11 |
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| Republic Services (RSG) | 0.1 | $221k | -69% | 1.0k | 211.94 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $217k | 1.3k | 173.47 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $216k | 2.9k | 74.07 |
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| Chubb (CB) | 0.1 | $210k | -14% | 672.00 | 312.06 |
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| Merck & Co (MRK) | 0.1 | $209k | -44% | 2.0k | 105.26 |
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| Amgen (AMGN) | 0.1 | $207k | NEW | 632.00 | 327.19 |
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| Waste Management (WM) | 0.1 | $205k | -67% | 932.00 | 219.73 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $204k | NEW | 352.00 | 580.00 |
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| Atmos Energy Corporation (ATO) | 0.1 | $203k | -4% | 1.2k | 167.58 |
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $172k | 5.2k | 32.80 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $160k | 6.7k | 24.04 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $155k | -2% | 479.00 | 322.86 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $145k | 1.5k | 96.91 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $74k | 521.00 | 141.05 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $68k | 320.00 | 212.04 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $66k | -12% | 370.00 | 177.32 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $51k | 306.00 | 167.94 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $44k | 363.00 | 121.75 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $41k | 167.00 | 246.76 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $40k | -20% | 191.00 | 210.76 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $39k | 105.00 | 373.60 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $37k | -55% | 192.00 | 191.48 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $27k | 194.00 | 140.71 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $25k | +3% | 95.00 | 257.41 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $24k | 50.00 | 487.86 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $18k | 700.00 | 25.08 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $17k | NEW | 200.00 | 87.16 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $15k | 650.00 | 23.37 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $13k | 59.00 | 211.10 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $12k | 68.00 | 181.79 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $12k | 398.00 | 29.59 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $12k | 41.00 | 285.32 |
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| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 0.0 | $11k | +4% | 155.00 | 68.70 |
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| Schwab Strategic Tr High Yield Bd Et (SCYB) | 0.0 | $9.1k | +2% | 343.00 | 26.44 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $8.1k | 67.00 | 120.18 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $6.6k | 220.00 | 30.01 |
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| Vanguard World Financials Etf (VFH) | 0.0 | $6.0k | +2% | 45.00 | 132.64 |
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| Vanguard World Utilities Etf (VPU) | 0.0 | $5.6k | -40% | 30.00 | 185.03 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $2.4k | 88.00 | 27.06 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $1.7k | +4% | 46.00 | 36.00 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $1.5k | +3% | 146.00 | 10.50 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $1.5k | +2% | 47.00 | 31.23 |
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Past Filings by Peachtree Investment Partners
SEC 13F filings are viewable for Peachtree Investment Partners going back to 2018
- Peachtree Investment Partners 2025 Q4 filed Feb. 11, 2026
- Peachtree Investment Partners 2025 Q3 filed Oct. 31, 2025
- Peachtree Investment Partners 2025 Q2 filed Aug. 12, 2025
- Peachtree Investment Partners 2025 Q1 filed May 12, 2025
- Peachtree Investment Partners 2024 Q4 filed Feb. 13, 2025
- Peachtree Investment Partners 2024 Q3 filed Nov. 12, 2024
- Peachtree Investment Partners 2024 Q2 filed Aug. 12, 2024
- Peachtree Investment Partners 2024 Q1 filed May 10, 2024
- Peachtree Investment Partners 2023 Q4 filed Feb. 12, 2024
- Peachtree Investment Partners 2023 Q3 filed Nov. 13, 2023
- Peachtree Investment Partners 2023 Q2 filed Aug. 14, 2023
- Peachtree Investment Partners 2023 Q1 filed May 15, 2023
- Peachtree Investment Partners 2022 Q4 filed Feb. 14, 2023
- Peachtree Investment Partners 2022 Q3 filed Nov. 8, 2022
- Peachtree Investment Partners 2022 Q2 filed Aug. 16, 2022
- Peachtree Investment Partners 2022 Q1 filed June 8, 2022