Peachtree Investment Partners

Peachtree Investment Partners as of Dec. 31, 2025

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
Microsoft Corporation (MSFT) 11.1 $34M 69k 483.62
Eli Lilly & Co. (LLY) 8.1 $24M 23k 1074.70
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.3 $19M 30k 627.14
Visa Com Cl A (V) 5.5 $17M 47k 350.71
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 5.1 $15M 468k 32.62
McKesson Corporation (MCK) 3.7 $11M 14k 820.31
Costco Wholesale Corporation (COST) 3.5 $11M 12k 862.31
Home Depot (HD) 3.5 $11M 30k 344.09
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.4 $10M 379k 26.91
Mastercard Incorporated Cl A (MA) 2.7 $8.1M 14k 570.88
TJX Companies (TJX) 2.6 $7.7M 50k 153.61
JPMorgan Chase & Co. (JPM) 2.5 $7.4M 23k 322.21
Amazon (AMZN) 2.4 $7.3M 32k 230.82
NVIDIA Corporation (NVDA) 2.4 $7.2M 39k 186.50
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $4.9M 7.2k 681.87
AmerisourceBergen (COR) 1.4 $4.1M 12k 337.74
Alphabet Cap Stk Cl A (GOOGL) 1.3 $3.9M 13k 313.01
Palantir Technologies Cl A (PLTR) 1.2 $3.6M 20k 177.75
Automatic Data Processing (ADP) 1.0 $2.9M 11k 257.23
Alphabet Cap Stk Cl C (GOOG) 1.0 $2.9M 9.1k 313.79
Northrop Grumman Corporation (NOC) 0.9 $2.6M 4.6k 570.21
Broadcom (AVGO) 0.9 $2.6M 7.6k 346.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $2.4M 4.8k 502.65
Accenture Plc Ireland Shs Class A (ACN) 0.7 $2.1M 7.8k 268.32
Vanguard World Inf Tech Etf (VGT) 0.7 $2.0M 2.7k 753.75
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $2.0M 76k 26.23
Johnson & Johnson (JNJ) 0.6 $1.9M 9.2k 206.94
Abbott Laboratories (ABT) 0.6 $1.7M 14k 125.29
Stryker Corporation (SYK) 0.5 $1.5M 4.4k 351.48
Meta Platforms Cl A (META) 0.4 $1.3M 2.0k 660.22
Ross Stores (ROST) 0.4 $1.3M 7.1k 180.13
McDonald's Corporation (MCD) 0.4 $1.2M 4.1k 305.61
Rollins (ROL) 0.4 $1.2M 20k 60.02
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.4 $1.1M 9.6k 119.32
Monster Beverage Corp (MNST) 0.4 $1.1M 14k 76.67
Goldman Sachs (GS) 0.3 $1.0M 1.2k 878.84
Ge Aerospace Com New (GE) 0.3 $1.0M 3.3k 308.05
Capital One Financial (COF) 0.3 $824k 3.4k 242.36
Procter & Gamble Company (PG) 0.3 $803k 5.6k 143.30
Ishares Tr Core S&p500 Etf (IVV) 0.3 $779k 1.1k 685.03
International Business Machines (IBM) 0.2 $748k 2.5k 296.16
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $745k 1.6k 473.19
Marriott Intl Cl A (MAR) 0.2 $744k 2.4k 310.22
Coca-Cola Company (KO) 0.2 $675k 9.7k 69.91
Wal-Mart Stores (WMT) 0.2 $669k 6.0k 111.41
Nike CL B (NKE) 0.2 $597k 9.4k 63.71
Caterpillar (CAT) 0.2 $594k 1.0k 573.12
L3harris Technologies (LHX) 0.2 $592k 2.0k 293.58
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $589k 8.9k 66.00
Tesla Motors (TSLA) 0.2 $572k 1.3k 449.73
American Express Company (AXP) 0.2 $554k 1.5k 369.85
Abbvie (ABBV) 0.2 $486k 2.1k 228.44
Exxon Mobil Corporation (XOM) 0.2 $461k 3.8k 120.34
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $443k 1.8k 252.92
Citigroup Com New (C) 0.1 $430k 3.7k 116.70
First Horizon National Corporation (FHN) 0.1 $411k 17k 23.90
Ishares Tr Dow Jones Us Etf (IYY) 0.1 $398k 2.4k 165.81
Pepsi (PEP) 0.1 $398k 2.8k 143.49
Corning Incorporated (GLW) 0.1 $343k 3.9k 87.56
Southstate Bk Corp (SSB) 0.1 $336k 3.6k 94.10
Vanguard World Mega Grwth Ind (MGK) 0.1 $336k 814.00 412.68
Duke Energy Corp Com New (DUK) 0.1 $327k 2.8k 117.19
Lockheed Martin Corporation (LMT) 0.1 $321k 664.00 483.45
Cintas Corporation (CTAS) 0.1 $320k 1.7k 188.05
Eaton Corp SHS (ETN) 0.1 $310k 973.00 318.51
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $308k 917.00 335.38
Spdr Gold Tr Gold Shs (GLD) 0.1 $304k 766.00 396.31
Honeywell International (HON) 0.1 $300k 1.5k 195.10
Truist Financial Corp equities (TFC) 0.1 $295k 6.0k 49.21
Norfolk Southern (NSC) 0.1 $291k 1.0k 288.75
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.1 $282k 3.6k 77.63
Ishares Tr U.s. Tech Etf (IYW) 0.1 $281k 1.4k 199.69
Ge Vernova (GEV) 0.1 $272k 416.00 653.75
Yum! Brands (YUM) 0.1 $265k 1.8k 151.29
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $263k 950.00 276.94
Consolidated Edison (ED) 0.1 $261k 2.6k 99.30
Altria (MO) 0.1 $260k 4.5k 57.67
Danaher Corporation (DHR) 0.1 $259k 1.1k 228.84
Lowe's Companies (LOW) 0.1 $247k 1.0k 241.05
Comcast Corp Cl A (CMCSA) 0.1 $243k 8.1k 29.89
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $241k 8.8k 27.43
Wells Fargo & Company (WFC) 0.1 $239k 2.6k 93.21
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $237k 1.6k 143.50
Travelers Companies (TRV) 0.1 $227k 783.00 290.11
Republic Services (RSG) 0.1 $221k 1.0k 211.94
Texas Instruments Incorporated (TXN) 0.1 $217k 1.3k 173.47
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $216k 2.9k 74.07
Chubb (CB) 0.1 $210k 672.00 312.06
Merck & Co (MRK) 0.1 $209k 2.0k 105.26
Amgen (AMGN) 0.1 $207k 632.00 327.19
Waste Management (WM) 0.1 $205k 932.00 219.73
Thermo Fisher Scientific (TMO) 0.1 $204k 352.00 580.00
Atmos Energy Corporation (ATO) 0.1 $203k 1.2k 167.58
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.1 $172k 5.2k 32.80
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $160k 6.7k 24.04
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $155k 479.00 322.86
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $145k 1.5k 96.91
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $74k 521.00 141.05
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $68k 320.00 212.04
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $66k 370.00 177.32
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $51k 306.00 167.94
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $44k 363.00 121.75
Ishares Tr Russell 2000 Etf (IWM) 0.0 $41k 167.00 246.76
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $40k 191.00 210.76
Ishares Tr Rus 1000 Etf (IWB) 0.0 $39k 105.00 373.60
Vanguard Index Fds Value Etf (VTV) 0.0 $37k 192.00 191.48
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $27k 194.00 140.71
Vanguard Index Fds Small Cp Etf (VB) 0.0 $25k 95.00 257.41
Vanguard Index Fds Growth Etf (VUG) 0.0 $24k 50.00 487.86
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $18k 700.00 25.08
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $17k 200.00 87.16
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $15k 650.00 23.37
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $13k 59.00 211.10
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $12k 68.00 181.79
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $12k 398.00 29.59
Vanguard World Health Car Etf (VHT) 0.0 $12k 41.00 285.32
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.0 $11k 155.00 68.70
Schwab Strategic Tr High Yield Bd Et (SCYB) 0.0 $9.1k 343.00 26.44
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $8.1k 67.00 120.18
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $6.6k 220.00 30.01
Vanguard World Financials Etf (VFH) 0.0 $6.0k 45.00 132.64
Vanguard World Utilities Etf (VPU) 0.0 $5.6k 30.00 185.03
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $2.4k 88.00 27.06
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $1.7k 46.00 36.00
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $1.5k 146.00 10.50
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $1.5k 47.00 31.23