Peachtree Investment Partners

Peachtree Investment Partners as of June 30, 2026

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