Peachtree Investment Partners, LLC
13F Reported Value
ⓘ$262.4M
Holdings
129
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Peachtree Investment Partners, LLC disclosed 129 positions worth $262.4M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 13.6% of the equity portfolio, followed by $MSFT and $LLY. During the quarter the fund opened 6 new positions and exited 5 — including a new stake in $KMB and a full exit from $MNST. The portfolio is most concentrated in Technology (32.3% of disclosed assets). All figures are sourced directly from Peachtree Investment Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1743863.
AI Fund Analysis
Diversifying
$AAPL
$MSFT
$LLY
$V
$META
$NVDASector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 76.1#112
Quality
$35.6M140,163 sh - 83.7#15
Quality
$23.6M63,849 sh - 89.3#2
Quality
$20.0M21,778 sh VANGUARD INDEX FDS
—Quality
$15.5M25,971 sh- 83.5
Quality
$13.2M43,749 sh - 67.0
Quality
$11.5M11,529 sh - 63.7
Quality
$11.4M13,203 sh - 69.2
Quality
$9.6M29,127 sh SCHWAB STRATEGIC TR
—Quality
$8.4M288,889 sh- 70.7
Quality
$8.0M49,811 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $35.6M | 140,163 |
| MICROSOFT CORP$MSFT | 83.7#15 | $23.6M | 63,849 |
| ELI LILLY & Co$LLY | 89.3#2 | $20.0M | 21,778 |
| VANGUARD INDEX FDS | — | $15.5M | 25,971 |
| VISA INC.$V | 83.5 | $13.2M | 43,749 |
 COSTCO WHOLESALE CORP /NEW$COST | 67.0 | $11.5M | 11,529 |
 MCKESSON CORP$MCK | 63.7 | $11.4M | 13,203 |
 HOME DEPOT, INC.$HD | 69.2 | $9.6M | 29,127 |
| SCHWAB STRATEGIC TR | — | $8.4M | 288,889 |
 TJX COMPANIES INC /DE/$TJX | 70.7 | $8.0M | 49,811 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Peachtree Investment Partners, LLC's 129 positions.
Showing top 10 of 129 holdings.
Sector Allocation
Technology
$84.6M
Other
$47.9M
Consumer Discretionary
$40.9M
Financials
$33.8M
Healthcare
$26.2M
Consumer Staples
$17.4M
Industrials
$5.7M
Materials
$2.9M
Full Holdings — Peachtree Investment Partners, LLC (Q1 2026)
All 129 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $35.6M | 13.6% | -2% | 76.1 |
| 2 | $MSFT | MICROSOFT CORP | $23.6M | 9.0% | -8% | 83.7 |
| 3 | $LLY | ELI LILLY & Co | $20.0M | 7.6% | -4% | 89.3 |
| 4 | — | VANGUARD INDEX FDS | $15.5M | 5.9% | -14% | — |
| 5 | $V | VISA INC. | $13.2M | 5.0% | -7% | 83.5 |
| 6 | $COST | COSTCO WHOLESALE CORP /NEW | $11.5M | 4.4% | -5% | 67 |
| 7 | $MCK | MCKESSON CORP | $11.4M | 4.3% | -3% | 63.7 |
| 8 | $HD | HOME DEPOT, INC. | $9.6M | 3.6% | -4% | 69.2 |
| 9 | — | SCHWAB STRATEGIC TR | $8.4M | 3.2% | -38% | — |
| 10 | $TJX | TJX COMPANIES INC /DE/ | $8.0M | 3.0% | -1% | 70.7 |
| 11 | $NVDA | NVIDIA CORP | $6.8M | 2.6% | +0% | 90.2 |
| 12 |  $MA | Mastercard Inc | $6.6M | 2.5% | -7% | 81.7 |
| 13 |  $JPM | JPMORGAN CHASE & CO | $6.5M | 2.5% | -3% | 35.6 |
| 14 |  $AMZN | AMAZON COM INC | $6.0M | 2.3% | -9% | 74.6 |
| 15 | — | SCHWAB STRATEGIC TR | $5.4M | 2.0% | +1893% | — |
| 16 |  $SPY | SPDR S&P 500 ETF TRUST | $4.6M | 1.8% | -1% | — |
| 17 | — | SCHWAB STRATEGIC TR | $3.8M | 1.5% | -60% | — |
| 18 |  $COR | Cencora, Inc. | $3.7M | 1.4% | -2% | 59.6 |
| 19 |  $GOOG | Alphabet Inc. | $3.4M | 1.3% | -5% | 80.2 |
| 20 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $3.4M | 1.3% | +7% | 60.5 |
| 21 | — | SCHWAB STRATEGIC TR | $2.9M | 1.1% | +52% | — |
| 22 |  $GOOGL | Alphabet Inc. | $2.5M | 0.9% | -5% | 80.2 |
| 23 |  $JNJ | JOHNSON & JOHNSON | $2.4M | 0.9% | +9% | 72.8 |
| 24 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.2M | 0.8% | -5% | 64.5 |
| 25 |  $ADP | AUTOMATIC DATA PROCESSING INC | $2.1M | 0.8% | -8% | 77.9 |
| 26 |  $AVGO | Broadcom Inc. | $1.9M | 0.7% | -20% | 86.4 |
| 27 | — | VANGUARD WORLD FD | $1.8M | 0.7% | -7% | — |
| 28 |  $ROST | ROSS STORES, INC. | $1.6M | 0.6% | +7% | 71.5 |
| 29 |  $PLTR | Palantir Technologies Inc. | $1.6M | 0.6% | -45% | 85.8 |
| 30 |  $KMB | KIMBERLY CLARK CORP | $1.5M | 0.6% | NEW | 61.7 |
| 31 |  $ACN | Accenture plc | $1.5M | 0.6% | -3% | — |
| 32 |  $SYK | STRYKER CORP | $1.5M | 0.6% | +1% | 69.8 |
| 33 |  $ABT | ABBOTT LABORATORIES | $1.3M | 0.5% | -3% | 67 |
| 34 |  $MCD | MCDONALDS CORP | $1.3M | 0.5% | +1% | 73.9 |
| 35 |  $XOM | EXXON MOBIL CORP | $1.2M | 0.5% | +89% | 61.8 |
| 36 |  $IVZ | Invesco Ltd. | $1.1M | 0.4% | +5% | — |
| 37 |  $GLW | CORNING INC /NY | $1.1M | 0.4% | +111% | 72.7 |
| 38 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $988,113 | 0.4% | +42% | 66.5 |
| 39 | — | ISHARES TR | $973,831 | 0.4% | +31% | — |
| 40 |  $WMT | Walmart Inc. | $847,530 | 0.3% | +14% | 63.2 |
| 41 |  $GE | GENERAL ELECTRIC CO | $843,632 | 0.3% | -9% | 74.8 |
| 42 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $796,620 | 0.3% | +2% | 65.9 |
| 43 |  $KO | COCA COLA CO | $794,790 | 0.3% | +8% | 74 |
| 44 |  $ROL | ROLLINS INC | $785,062 | 0.3% | -26% | 73.2 |
| 45 |  $CAT | CATERPILLAR INC | $750,927 | 0.3% | +2% | 67.8 |
| 46 |  $PG | PROCTER & GAMBLE Co | $743,212 | 0.3% | -8% | 72.9 |
| 47 | $META | Meta Platforms, Inc. | $712,606 | 0.3% | -37% | 80.9 |
| 48 |  $GS | GOLDMAN SACHS GROUP INC | $676,554 | 0.3% | -33% | — |
| 49 | — | ISHARES TR | $660,805 | 0.3% | -2% | — |
| 50 | — | ISHARES TR | $594,510 | 0.2% | -1% | — |
| 51 |  $LMT | LOCKHEED MARTIN CORP | $550,566 | 0.2% | +37% | 65 |
| 52 |  $GEV | GE Vernova Inc. | $539,630 | 0.2% | +49% | 70.1 |
| 53 |  $COF | CAPITAL ONE FINANCIAL CORP | $508,797 | 0.2% | -18% | 71 |
| 54 |  $NKE | NIKE, Inc. | $491,158 | 0.2% | -1% | 53.4 |
| 55 |  $TSLA | Tesla, Inc. | $468,788 | 0.2% | -1% | 50.1 |
| 56 |  $CVX | CHEVRON CORP | $450,910 | 0.2% | NEW | 54.7 |
| 57 |  $PEP | PEPSICO INC | $429,021 | 0.2% | -0% | 62.7 |
| 58 |  $ABBV | AbbVie Inc. | $424,401 | 0.2% | -8% | 59.3 |
| 59 | $IVZ | Invesco Ltd. | $415,835 | 0.2% | +0% | — |
| 60 |  $HON | HONEYWELL INTERNATIONAL INC | $407,117 | 0.2% | +17% | 65.7 |
| 61 |  $FHN | FIRST HORIZON CORP | $391,214 | 0.1% | +0% | 43.8 |
| 62 |  $DUK | Duke Energy CORP | $379,564 | 0.1% | +4% | 64 |
| 63 |  $GLD | SPDR GOLD TRUST | $375,643 | 0.1% | +14% | — |
| 64 |  $ETN | Eaton Corp plc | $358,743 | 0.1% | +3% | — |
| 65 |  $AXP | AMERICAN EXPRESS CO | $351,584 | 0.1% | -22% | 73.2 |
| 66 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $344,085 | 0.1% | -44% | 66.7 |
| 67 |  $CB | Chubb Ltd | $331,562 | 0.1% | +51% | — |
| 68 |  $SSB | SouthState Bank Corp | $330,724 | 0.1% | +0% | — |
| 69 |  $MO | ALTRIA GROUP, INC. | $300,903 | 0.1% | +1% | 72.1 |
| 70 | — | VANGUARD WORLD FD | $299,031 | 0.1% | +0% | — |
| 71 |  $ED | CONSOLIDATED EDISON INC | $298,504 | 0.1% | +0% | 71.6 |
| 72 | — | ISHARES TR | $294,581 | 0.1% | -23% | — |
| 73 | — | VANGUARD INDEX FDS | $289,084 | 0.1% | -2% | — |
| 74 |  $NSC | NORFOLK SOUTHERN CORP | $285,626 | 0.1% | -1% | 70.8 |
| 75 | — | VANGUARD SCOTTSDALE FDS | $279,009 | 0.1% | +0% | — |
| 76 |  $TFC | TRUIST FINANCIAL CORP | $278,062 | 0.1% | +1% | — |
| 77 |  $YUM | YUM BRANDS INC | $273,430 | 0.1% | +0% | 71.7 |
| 78 |  $CTAS | CINTAS CORP | $263,828 | 0.1% | -8% | 76.3 |
| 79 |  $ATO | ATMOS ENERGY CORP | $261,688 | 0.1% | +17% | 72 |
| 80 |  $HWM | Howmet Aerospace Inc. | $258,820 | 0.1% | NEW | 79.1 |
| 81 |  $TXN | TEXAS INSTRUMENTS INC | $248,058 | 0.1% | +2% | 70.4 |
| 82 | — | VANGUARD WHITEHALL FDS | $245,178 | 0.1% | +0% | — |
| 83 |  $LOW | LOWES COMPANIES INC | $242,882 | 0.1% | +0% | 63.5 |
| 84 |  $CCZ | COMCAST CORP | $239,310 | 0.1% | +2% | 70.4 |
| 85 |  $MRK | Merck & Co., Inc. | $238,323 | 0.1% | -0% | 70.9 |
| 86 |  $TRV | TRAVELERS COMPANIES, INC. | $235,838 | 0.1% | +3% | 71.5 |
| 87 |  $T | AT&T INC. | $220,380 | 0.1% | NEW | 71.9 |
| 88 |  $RTX | RTX Corp | $219,548 | 0.1% | NEW | 70 |
| 89 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $219,330 | 0.1% | NEW | — |
| 90 |  $DHR | DANAHER CORP /DE/ | $218,649 | 0.1% | +2% | 63.9 |
| 91 | — | VANGUARD BD INDEX FDS | $215,022 | 0.1% | +0% | — |
| 92 |  $AMGN | AMGEN INC | $208,347 | 0.1% | -6% | 79.5 |
| 93 |  $WFC | WELLS FARGO & COMPANY/MN | $204,224 | 0.1% | +0% | — |
| 94 | — | SCHWAB STRATEGIC TR | $164,429 | 0.1% | +0% | — |
| 95 | — | ISHARES TR | $150,536 | 0.1% | +0% | — |
| 96 | — | ISHARES TR | $145,938 | 0.1% | -43% | — |
| 97 | — | ISHARES TR | $134,272 | 0.1% | -11% | — |
| 98 | — | SCHWAB STRATEGIC TR | $130,606 | 0.1% | -21% | — |
| 99 | — | VANGUARD WORLD FD | $113,490 | 0.0% | +1500% | — |
| 100 | — | SCHWAB STRATEGIC TR | $88,438 | 0.0% | +629% | — |
| 101 | — | ISHARES TR | $75,335 | 0.0% | +0% | — |
| 102 | — | VANGUARD INDEX FDS | $68,338 | 0.0% | +0% | — |
| 103 | — | ISHARES TR | $47,464 | 0.0% | +0% | — |
| 104 | — | VANGUARD INDEX FDS | $44,843 | 0.0% | -36% | — |
| 105 | — | ISHARES TR | $41,591 | 0.0% | +1% | — |
| 106 | — | ISHARES TR | $40,952 | 0.0% | +1% | — |
| 107 | — | VANGUARD SCOTTSDALE FDS | $39,817 | 0.0% | +0% | — |
| 108 | — | VANGUARD INDEX FDS | $37,976 | 0.0% | +1% | — |
| 109 | — | ISHARES TR | $28,293 | 0.0% | +0% | — |
| 110 | — | VANGUARD INDEX FDS | $21,840 | 0.0% | +0% | — |
| 111 | — | SCHWAB STRATEGIC TR | $17,437 | 0.0% | +0% | — |
| 112 | — | ISHARES TR | $17,338 | 0.0% | +0% | — |
| 113 | — | ISHARES TR | $15,332 | 0.0% | -59% | — |
| 114 | — | SCHWAB STRATEGIC TR | $15,093 | 0.0% | +0% | — |
| 115 | — | ISHARES TR | $12,970 | 0.0% | +0% | — |
| 116 | — | ISHARES TR | $12,448 | 0.0% | +0% | — |
| 117 | — | VANGUARD INDEX FDS | $11,842 | 0.0% | +2% | — |
| 118 | $META | Meta Platforms, Inc. | $11,842 | 0.0% | +3% | 80.9 |
| 119 | — | VANGUARD WORLD FD | $11,067 | 0.0% | +0% | — |
| 120 | — | VANGUARD SCOTTSDALE FDS | $10,940 | 0.0% | +3% | — |
| 121 | — | SCHWAB STRATEGIC TR | $10,685 | 0.0% | +57% | — |
| 122 | — | SCHWAB STRATEGIC TR | $9,027 | 0.0% | +1% | — |
| 123 | — | ISHARES TR | $8,329 | 0.0% | +0% | — |
| 124 | — | VANGUARD WORLD FD | $5,970 | 0.0% | +0% | — |
| 125 | — | VANGUARD WHITEHALL FDS | $4,712 | 0.0% | -97% | — |
| 126 | — | SCHWAB STRATEGIC TR | $4,362 | 0.0% | -79% | — |
| 127 | — | SCHWAB STRATEGIC TR | $2,447 | 0.0% | +0% | — |
| 128 | — | SCHWAB STRATEGIC TR | $1,757 | 0.0% | +0% | — |
| 129 | — | SCHWAB STRATEGIC TR | $1,514 | 0.0% | +0% | — |
New Positions (6)
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