Peachtree Investment Partners

Peachtree Investment Partners as of March 31, 2026

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