Peachtree Investment Partners
Latest statistics and disclosures from Peachtree Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, LLY, VOO, MSFT, V, and represent 41.72% of Peachtree Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: SOXX (+$11M), VOO (+$7.5M), MTUM (+$5.2M), VGT, SPY, IVV, MU, AMD, AMAT, NVDA.
- Started 24 new stock positions in C, SOXX, CSCO, IEFA, SNDK, QQMG, MU, AMD, STX, BA. CASY, WDC, HON, MS, AMAT, FNDF, INTC, UNH, IWY, SPG, MRVL, MTUM, CMI, CW.
- Reduced shares in these 10 stocks: SCHD, MCK, , COR, MSFT, SYK, HD, Honeywell International, V, MGK.
- Sold out of its positions in T, ATO, DHR, XOM, Honeywell International, LOW, RTX, FNDE, MGK, VYMI.
- Peachtree Investment Partners was a net buyer of stock by $29M.
- Peachtree Investment Partners has $312M in assets under management (AUM), dropping by 18.88%.
- Central Index Key (CIK): 0001743863
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Portfolio Holdings for Peachtree Investment Partners
Peachtree Investment Partners holds 143 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 13.2 | $41M | 142k | 289.36 |
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| Eli Lilly & Co. (LLY) | 8.4 | $26M | 22k | 1199.41 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 8.1 | $25M | +42% | 37k | 686.81 |
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| Microsoft Corporation (MSFT) | 7.3 | $23M | -3% | 61k | 373.02 |
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| Visa Com Cl A (V) | 4.7 | $15M | -2% | 43k | 343.09 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 3.6 | $11M | NEW | 18k | 640.75 |
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| Costco Wholesale Corporation (COST) | 3.5 | $11M | 12k | 935.50 |
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| Home Depot (HD) | 3.1 | $9.7M | -5% | 28k | 352.68 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 3.1 | $9.6M | -2% | 283k | 33.84 |
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| McKesson Corporation (MCK) | 2.7 | $8.6M | -14% | 11k | 755.63 |
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| NVIDIA Corporation (NVDA) | 2.7 | $8.5M | +8% | 42k | 200.09 |
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| TJX Companies (TJX) | 2.5 | $7.8M | +3% | 51k | 151.50 |
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| Amazon (AMZN) | 2.4 | $7.4M | +7% | 31k | 238.34 |
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| JPMorgan Chase & Co. (JPM) | 2.3 | $7.2M | 22k | 327.32 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.3 | $7.1M | +33% | 9.6k | 746.75 |
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| Mastercard Incorporated Cl A (MA) | 2.2 | $6.7M | 13k | 513.61 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 1.7 | $5.2M | NEW | 15k | 342.83 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.6 | $4.9M | +11% | 167k | 29.43 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $4.6M | +8% | 13k | 357.36 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.0 | $3.1M | -8% | 106k | 28.96 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $3.0M | 8.6k | 353.35 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $2.8M | +147% | 3.7k | 748.99 |
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| Vanguard World Inf Tech Etf (VGT) | 0.9 | $2.7M | +778% | 22k | 119.52 |
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| Broadcom (AVGO) | 0.8 | $2.6M | +13% | 6.9k | 377.73 |
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| Corning Incorporated (GLW) | 0.8 | $2.5M | +18% | 9.8k | 255.43 |
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| Northrop Grumman Corporation (NOC) | 0.7 | $2.3M | -6% | 4.6k | 509.34 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.7 | $2.3M | -58% | 72k | 31.71 |
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| Johnson & Johnson (JNJ) | 0.7 | $2.3M | -10% | 8.9k | 253.98 |
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| Automatic Data Processing (ADP) | 0.7 | $2.2M | -4% | 9.9k | 223.96 |
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| AmerisourceBergen (COR) | 0.7 | $2.2M | -34% | 7.8k | 282.98 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $2.1M | -6% | 4.3k | 500.39 |
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| Ross Stores (ROST) | 0.6 | $1.8M | +13% | 8.6k | 212.85 |
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| Kimberly-Clark Corporation (KMB) | 0.6 | $1.8M | 16k | 109.77 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.5 | $1.6M | 10k | 161.54 |
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| Caterpillar (CAT) | 0.5 | $1.5M | +31% | 1.4k | 1065.19 |
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| Micron Technology (MU) | 0.4 | $1.3M | NEW | 1.1k | 1154.29 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $1.1M | -12% | 9.7k | 116.67 |
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| McDonald's Corporation (MCD) | 0.4 | $1.1M | 4.1k | 270.30 |
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| Ge Vernova (GEV) | 0.3 | $1.0M | +42% | 878.00 | 1175.24 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.3 | $967k | +82% | 3.2k | 303.00 |
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| Abbott Laboratories (ABT) | 0.3 | $944k | -20% | 10k | 90.74 |
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| Marriott Intl Cl A (MAR) | 0.3 | $921k | 2.5k | 370.63 |
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| Coca-Cola Company (KO) | 0.3 | $896k | +5% | 11k | 81.27 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $886k | -5% | 7.1k | 124.45 |
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| Ge Aerospace Com New (GE) | 0.3 | $864k | -22% | 2.3k | 373.73 |
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| Stryker Corporation (SYK) | 0.3 | $847k | -39% | 2.7k | 314.79 |
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| Advanced Micro Devices (AMD) | 0.3 | $835k | NEW | 1.4k | 580.92 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $812k | +321% | 6.5k | 124.17 |
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| Applied Materials (AMAT) | 0.3 | $810k | NEW | 1.1k | 723.09 |
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| Meta Platforms Cl A (META) | 0.2 | $780k | +11% | 1.4k | 563.40 |
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| Goldman Sachs (GS) | 0.2 | $779k | -3% | 770.00 | 1011.74 |
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| Wal-Mart Stores (WMT) | 0.2 | $738k | -4% | 6.5k | 113.27 |
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| Procter & Gamble Company (PG) | 0.2 | $694k | -7% | 4.7k | 146.63 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $675k | 8.8k | 77.11 |
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| Tesla Motors (TSLA) | 0.2 | $649k | +22% | 1.5k | 420.61 |
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| Marvell Technology (MRVL) | 0.2 | $625k | NEW | 2.1k | 297.93 |
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| L3harris Technologies (LHX) | 0.2 | $608k | -26% | 2.1k | 290.58 |
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| Capital One Financial (COF) | 0.2 | $568k | 2.8k | 200.62 |
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| Rollins (ROL) | 0.1 | $465k | -24% | 11k | 41.74 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $462k | +21% | 1.6k | 298.08 |
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| First Horizon National Corporation (FHN) | 0.1 | $441k | 17k | 25.64 |
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| Intel Corporation (INTC) | 0.1 | $427k | NEW | 3.1k | 139.63 |
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| Abbvie (ABBV) | 0.1 | $425k | -13% | 1.7k | 251.62 |
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| Eaton Corp SHS (ETN) | 0.1 | $421k | 988.00 | 426.12 |
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| Pepsi (PEP) | 0.1 | $387k | +3% | 2.9k | 135.40 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $386k | -16% | 758.00 | 509.37 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $377k | +2% | 3.0k | 126.58 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $373k | +20% | 781.00 | 477.57 |
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| Sandisk Corp (SNDK) | 0.1 | $368k | NEW | 162.00 | 2273.73 |
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| Southstate Bk Corp (SSB) | 0.1 | $357k | 3.6k | 99.89 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $348k | +4% | 940.00 | 369.89 |
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| Altria (MO) | 0.1 | $340k | +3% | 4.7k | 71.95 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.1 | $340k | 1.9k | 182.25 |
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| Nike CL B (NKE) | 0.1 | $332k | -13% | 8.1k | 41.05 |
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| Travelers Companies (TRV) | 0.1 | $320k | +19% | 968.00 | 330.11 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $319k | NEW | 330.00 | 965.00 |
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| Curtiss-Wright (CW) | 0.1 | $311k | NEW | 410.00 | 758.08 |
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| Morgan Stanley Com New (MS) | 0.1 | $304k | NEW | 1.5k | 209.04 |
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| Truist Financial Corp equities (TFC) | 0.1 | $302k | 6.1k | 49.82 |
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| International Business Machines (IBM) | 0.1 | $298k | -25% | 1.1k | 281.26 |
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| Consolidated Edison (ED) | 0.1 | $294k | 2.7k | 110.62 |
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| Norfolk Southern (NSC) | 0.1 | $290k | -7% | 922.00 | 314.64 |
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| Merck & Co (MRK) | 0.1 | $290k | +13% | 2.3k | 128.50 |
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| American Express Company (AXP) | 0.1 | $285k | -27% | 842.00 | 338.12 |
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| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.1 | $279k | 3.6k | 76.79 |
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| Yum! Brands (YUM) | 0.1 | $277k | 1.7k | 159.83 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $263k | 1.7k | 157.99 |
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| Casey's General Stores (CASY) | 0.1 | $257k | NEW | 324.00 | 794.58 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $255k | -20% | 691.00 | 368.38 |
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| UnitedHealth (UNH) | 0.1 | $254k | NEW | 610.00 | 415.58 |
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| Honeywell International (HON) | 0.1 | $253k | NEW | 1.1k | 223.94 |
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| Simon Property (SPG) | 0.1 | $244k | NEW | 1.1k | 223.65 |
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| Cintas Corporation (CTAS) | 0.1 | $242k | -8% | 1.4k | 170.05 |
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| Howmet Aerospace (HWM) | 0.1 | $241k | -20% | 895.00 | 268.90 |
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| Boeing Company (BA) | 0.1 | $238k | NEW | 1.1k | 216.43 |
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| Cisco Systems (CSCO) | 0.1 | $235k | NEW | 2.0k | 117.46 |
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| Citigroup Com New (C) | 0.1 | $233k | NEW | 1.7k | 139.93 |
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| Chevron Corporation (CVX) | 0.1 | $230k | -36% | 1.4k | 165.73 |
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| Amgen (AMGN) | 0.1 | $228k | +6% | 628.00 | 362.21 |
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| Wells Fargo & Company (WFC) | 0.1 | $226k | +6% | 2.7k | 82.65 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $218k | NEW | 750.00 | 290.62 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $214k | 2.9k | 73.41 |
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| Western Digital (WDC) | 0.1 | $213k | NEW | 334.00 | 638.81 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $213k | +4% | 8.7k | 24.55 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $209k | +3% | 829.00 | 252.09 |
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| Cummins (CMI) | 0.1 | $203k | NEW | 285.00 | 713.75 |
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| Chubb (CB) | 0.1 | $202k | -41% | 593.00 | 340.56 |
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $190k | 5.3k | 36.06 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $169k | -3% | 1.4k | 117.47 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $169k | 428.00 | 393.90 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $128k | +175% | 1.0k | 127.81 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $101k | 2.9k | 34.82 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $93k | 521.00 | 178.46 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $73k | 371.00 | 197.83 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $58k | 306.00 | 188.09 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $51k | 168.00 | 300.64 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $50k | 207.00 | 243.39 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $47k | 192.00 | 242.28 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $42k | 195.00 | 217.39 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $40k | -72% | 1.4k | 27.70 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $32k | 195.00 | 164.37 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $30k | +2% | 99.00 | 302.33 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $26k | +500% | 300.00 | 86.14 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $24k | -76% | 157.00 | 150.05 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $18k | 43.00 | 409.51 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $17k | 200.00 | 86.42 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $17k | 700.00 | 24.66 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $17k | +205% | 458.00 | 36.13 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $15k | 69.00 | 220.12 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $15k | 650.00 | 23.13 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $13k | +646% | 351.00 | 38.06 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $13k | NEW | 243.00 | 52.76 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $13k | 346.00 | 36.85 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $12k | +3% | 156.00 | 78.01 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $12k | 41.00 | 296.37 |
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| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 0.0 | $11k | +3% | 166.00 | 68.37 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $9.9k | 67.00 | 148.31 |
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| Schwab Strategic Tr High Yiel Bd Etf (SCYB) | 0.0 | $9.2k | 353.00 | 26.19 |
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| Vanguard World Utilities Etf (VPU) | 0.0 | $5.9k | 30.00 | 197.43 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $4.9k | -62% | 22.00 | 223.32 |
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| Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG) | 0.0 | $3.8k | NEW | 75.00 | 51.23 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $2.7k | 88.00 | 31.17 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $2.4k | NEW | 25.00 | 96.60 |
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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 2026 Q2 filed Aug. 6, 2026
- Peachtree Investment Partners 2026 Q1 filed May 8, 2026
- 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