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 41.15% of Peachtree Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: SCHD (+$5.1M), KMB, SCHB, GLW, XOM, CVX, LHX, HWM, IVV, T.
- Started 9 new stock positions in SCHA, KMB, VYMI, VDE, CVX, TSM, T, RTX, HWM.
- Reduced shares in these 10 stocks: SCHX (-$5.9M), SCHG (-$5.2M), VOO, MSFT, PLTR, MNST, V, AAPL, LLY, COST.
- Sold out of its positions in C, IWY, MNST, RSG, TMO, VFH, WM.
- Peachtree Investment Partners was a net seller of stock by $-16M.
- Peachtree Investment Partners has $262M in assets under management (AUM), dropping by -12.91%.
- Central Index Key (CIK): 0001743863
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Portfolio Holdings for Peachtree Investment Partners
Peachtree Investment Partners holds 129 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 13.6 | $36M | -2% | 140k | 253.79 |
|
| Microsoft Corporation (MSFT) | 9.0 | $24M | -7% | 64k | 370.17 |
|
| Eli Lilly & Co. (LLY) | 7.6 | $20M | -4% | 22k | 919.76 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.9 | $16M | -14% | 26k | 597.56 |
|
| Visa Com Cl A (V) | 5.0 | $13M | -6% | 44k | 302.24 |
|
| Costco Wholesale Corporation (COST) | 4.4 | $12M | -4% | 12k | 996.42 |
|
| McKesson Corporation (MCK) | 4.4 | $11M | -3% | 13k | 865.36 |
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| Home Depot (HD) | 3.7 | $9.6M | -4% | 29k | 328.89 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 3.2 | $8.4M | -38% | 289k | 29.13 |
|
| TJX Companies (TJX) | 3.0 | $8.0M | 50k | 159.70 |
|
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| NVIDIA Corporation (NVDA) | 2.6 | $6.8M | 39k | 174.40 |
|
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| Mastercard Incorporated Cl A (MA) | 2.5 | $6.6M | -7% | 13k | 499.65 |
|
| JPMorgan Chase & Co. (JPM) | 2.5 | $6.5M | -3% | 22k | 294.16 |
|
| Amazon (AMZN) | 2.3 | $6.0M | -8% | 29k | 208.27 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.0 | $5.4M | +1893% | 175k | 30.68 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.8 | $4.6M | 7.1k | 650.37 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.5 | $3.8M | -60% | 150k | 25.64 |
|
| AmerisourceBergen (COR) | 1.4 | $3.7M | -2% | 12k | 314.15 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $3.4M | -4% | 12k | 287.55 |
|
| Northrop Grumman Corporation (NOC) | 1.3 | $3.4M | +6% | 4.9k | 682.18 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.1 | $2.9M | +52% | 116k | 25.10 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $2.5M | -4% | 8.7k | 286.88 |
|
| Johnson & Johnson (JNJ) | 0.9 | $2.4M | +9% | 10k | 244.45 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $2.2M | -5% | 4.6k | 479.20 |
|
| Automatic Data Processing (ADP) | 0.8 | $2.1M | -7% | 10k | 203.18 |
|
| Broadcom (AVGO) | 0.7 | $1.9M | -19% | 6.1k | 309.50 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.7 | $1.8M | -6% | 2.5k | 697.85 |
|
| Ross Stores (ROST) | 0.6 | $1.6M | +6% | 7.6k | 216.62 |
|
| Palantir Technologies Cl A (PLTR) | 0.6 | $1.6M | -45% | 11k | 146.28 |
|
| Kimberly-Clark Corporation (KMB) | 0.6 | $1.5M | NEW | 16k | 96.47 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $1.5M | -2% | 7.5k | 198.30 |
|
| Stryker Corporation (SYK) | 0.6 | $1.5M | 4.4k | 328.59 |
|
|
| Abbott Laboratories (ABT) | 0.5 | $1.3M | -2% | 13k | 102.67 |
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| McDonald's Corporation (MCD) | 0.5 | $1.3M | 4.1k | 310.75 |
|
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| Exxon Mobil Corporation (XOM) | 0.5 | $1.2M | +89% | 7.2k | 169.65 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.4 | $1.1M | +4% | 10k | 112.11 |
|
| Corning Incorporated (GLW) | 0.4 | $1.1M | +110% | 8.3k | 135.97 |
|
| L3harris Technologies (LHX) | 0.4 | $988k | +41% | 2.9k | 345.13 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $974k | +31% | 1.5k | 653.14 |
|
| Wal-Mart Stores (WMT) | 0.3 | $848k | +13% | 6.8k | 124.27 |
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| Ge Aerospace Com New (GE) | 0.3 | $844k | -8% | 3.0k | 283.76 |
|
| Marriott Intl Cl A (MAR) | 0.3 | $797k | 2.4k | 327.02 |
|
|
| Coca-Cola Company (KO) | 0.3 | $795k | +8% | 11k | 76.05 |
|
| Rollins (ROL) | 0.3 | $785k | -26% | 15k | 53.41 |
|
| Caterpillar (CAT) | 0.3 | $751k | +2% | 1.1k | 708.42 |
|
| Procter & Gamble Company (PG) | 0.3 | $743k | -8% | 5.1k | 144.45 |
|
| Meta Platforms Cl A (META) | 0.3 | $713k | -36% | 1.2k | 571.91 |
|
| Goldman Sachs (GS) | 0.3 | $677k | -32% | 800.00 | 845.69 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $661k | 1.6k | 426.33 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $595k | 8.8k | 67.53 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $551k | +37% | 911.00 | 604.35 |
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| Ge Vernova (GEV) | 0.2 | $540k | +48% | 618.00 | 873.19 |
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| Capital One Financial (COF) | 0.2 | $509k | -17% | 2.8k | 182.43 |
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| Nike CL B (NKE) | 0.2 | $491k | 9.3k | 52.82 |
|
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| Tesla Motors (TSLA) | 0.2 | $469k | 1.3k | 371.76 |
|
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| Chevron Corporation (CVX) | 0.2 | $451k | NEW | 2.2k | 206.93 |
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| Pepsi (PEP) | 0.2 | $429k | 2.8k | 155.27 |
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| Abbvie (ABBV) | 0.2 | $424k | -8% | 2.0k | 217.53 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $416k | 1.8k | 237.62 |
|
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| Honeywell International (HON) | 0.2 | $407k | +17% | 1.8k | 226.05 |
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| First Horizon National Corporation (FHN) | 0.1 | $391k | 17k | 22.76 |
|
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| Duke Energy Corp Com New (DUK) | 0.1 | $380k | +4% | 2.9k | 130.93 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $376k | +13% | 873.00 | 430.29 |
|
| Eaton Corp SHS (ETN) | 0.1 | $359k | +3% | 1.0k | 357.67 |
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| American Express Company (AXP) | 0.1 | $352k | -22% | 1.2k | 302.57 |
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| International Business Machines (IBM) | 0.1 | $344k | -43% | 1.4k | 242.31 |
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| Chubb (CB) | 0.1 | $332k | +51% | 1.0k | 326.02 |
|
| Southstate Bk Corp (SSB) | 0.1 | $331k | 3.6k | 92.51 |
|
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| Altria (MO) | 0.1 | $301k | 4.6k | 65.99 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $299k | 814.00 | 367.36 |
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| Consolidated Edison (ED) | 0.1 | $299k | 2.6k | 113.20 |
|
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.1 | $295k | -22% | 1.9k | 158.46 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $289k | 901.00 | 320.85 |
|
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| Norfolk Southern (NSC) | 0.1 | $286k | 995.00 | 287.06 |
|
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| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.1 | $279k | 3.6k | 76.82 |
|
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| Truist Financial Corp equities (TFC) | 0.1 | $278k | 6.0k | 45.97 |
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| Yum! Brands (YUM) | 0.1 | $273k | 1.8k | 155.45 |
|
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| Cintas Corporation (CTAS) | 0.1 | $264k | -8% | 1.6k | 169.12 |
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| Atmos Energy Corporation (ATO) | 0.1 | $262k | +16% | 1.4k | 184.68 |
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| Howmet Aerospace (HWM) | 0.1 | $259k | NEW | 1.1k | 230.47 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $248k | +2% | 1.3k | 194.10 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $245k | 1.7k | 148.14 |
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| Lowe's Companies (LOW) | 0.1 | $243k | 1.0k | 236.27 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $239k | +2% | 8.3k | 28.71 |
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| Merck & Co (MRK) | 0.1 | $238k | 2.0k | 120.30 |
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| Travelers Companies (TRV) | 0.1 | $236k | +3% | 809.00 | 291.52 |
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| At&t (T) | 0.1 | $220k | NEW | 7.6k | 28.99 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $220k | NEW | 1.1k | 192.92 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $219k | NEW | 649.00 | 337.95 |
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| Danaher Corporation (DHR) | 0.1 | $219k | 1.2k | 189.63 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $215k | 2.9k | 73.64 |
|
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| Amgen (AMGN) | 0.1 | $208k | -6% | 592.00 | 351.94 |
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| Wells Fargo & Company (WFC) | 0.1 | $204k | 2.6k | 79.62 |
|
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $164k | 5.2k | 31.33 |
|
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $151k | 1.5k | 100.63 |
|
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $146k | -42% | 804.00 | 181.51 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $134k | -10% | 428.00 | 313.72 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $131k | -20% | 5.3k | 24.75 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $114k | NEW | 656.00 | 173.00 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $88k | +628% | 2.9k | 30.50 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $75k | 521.00 | 144.60 |
|
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $68k | 371.00 | 184.20 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $48k | 306.00 | 155.11 |
|
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $45k | -35% | 206.00 | 217.68 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $42k | 168.00 | 247.57 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $41k | 192.00 | 213.29 |
|
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $40k | 363.00 | 109.69 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $38k | 194.00 | 195.75 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $28k | 194.00 | 145.84 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $22k | 50.00 | 436.80 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $17k | 700.00 | 24.91 |
|
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $17k | 200.00 | 86.69 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $15k | -59% | 43.00 | 356.56 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $15k | 650.00 | 23.22 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $13k | 68.00 | 190.74 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $12k | 59.00 | 210.98 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $12k | +3% | 151.00 | 78.42 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $12k | +2% | 97.00 | 122.08 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $11k | 41.00 | 269.93 |
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| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 0.0 | $11k | +3% | 160.00 | 68.38 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $11k | +56% | 345.00 | 30.97 |
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| Schwab Strategic Tr High Yield Bd Et (SCYB) | 0.0 | $9.0k | 347.00 | 26.01 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $8.3k | 67.00 | 124.31 |
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| Vanguard World Utilities Etf (VPU) | 0.0 | $6.0k | 30.00 | 199.00 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $4.7k | NEW | 50.00 | 94.24 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $4.4k | NEW | 150.00 | 29.08 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $2.4k | 88.00 | 27.81 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $1.8k | 46.00 | 38.20 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $1.5k | 47.00 | 32.21 |
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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 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
- Peachtree Investment Partners 2022 Q2 filed Aug. 16, 2022