Peachtree Investment Partners, LLC
Sector Allocation
- Technology31.1%$96.9M
- Other25.3%$79.1M
- Financials12.1%$37.6M
- Healthcare10.0%$31.3M
- Consumer Discretionary9.8%$30.6M
- Consumer Staples7.9%$24.7M
- Industrials1.9%$5.9M
- Materials1.4%$4.5M
- Utilities0.2%$670,908
- Real Estate0.1%$243,555
AUM History
13fpro.ai/research/fund/peachtree-investment-partners-llc-1743863
Conviction and streaks
Diversifying · top 10 = 57.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$41.2MLLY
$26.1M- VANGUARD$25.4M
MSFT
$22.9MV
$14.6M- ISHARES$11.2M
COST
$10.8MHD
$9.7M- SCHWAB$9.6M
MCK
$8.6MNVDA
$8.5MTJX
$7.8MAMZN
$7.4MJPM
$7.2MSPY
$7.1MMA
$6.7M- ISHARES$5.2M
- SCHWAB$4.9M
GOOGL
$4.6M- SCHWAB$3.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/peachtree-investment-partners-llc-1743863
Peachtree Investment Partners, LLC 13F holdings — Q2 2026
$311.9M portfolio (+18.9% QoQ) · 143 holdings · Q2 2026 13F · top 10 are 58% of the stock portfolio
$41.2M
13.2% of stocks
+2%This quarter+10.1%Since filed10+ qtrsHeld$26.1M
8.4% of stocks
-0.2%This quarter+7.3%Since filed10+ qtrsHeld- 3
VANGUARD INDEX FDS - S&P 500 ETF SHS
$25.4M
8.1% of stocks
+42%This quarter—Since filed—HeldAIQuality—Est. buy— $22.9M
7.3% of stocks
-4%This quarter+6.5%Since filed10+ qtrsHeld$14.6M
4.7% of stocks
-2%This quarter+9.1%Since filed10+ qtrsHeld- 6
ISHARES TR - ISHARES SEMICDTR
$11.2M
3.6% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $10.8M
3.5% of stocks
+0.6%This quarter+5.9%Since filed10+ qtrsHeld$9.7M
3.1% of stocks
-5%This quarter-8.6%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row- 9
SCHWAB STRATEGIC TR - US LCAP GR ETF
$9.6M
3.1% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $8.6M
2.7% of stocks
-14%This quarter+13.9%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
All holdings — Peachtree Investment Partners, LLC (Q2 2026)
143 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | NVIDIA CORP | Technology | $8.5M | 2.7% | 42K | +9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | TJX COMPANIES INC /DE/ | Consumer Discretionary | $7.8M | 2.5% | 51K | +3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | AMAZON COM INC | Consumer Discretionary | $7.4M | 2.4% | 31K | +7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | JPMORGAN CHASE & CO | Financials | $7.2M | 2.3% | 22K | -0.6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | SPDR S&P 500 ETF TRUSTetf/fund | — | $7.1M | 2.3% | 9,566 | +34% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Mastercard Inc | Financials | $6.7M | 2.1% | 13K | -0.8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | ISHARES TR - MSCI USA MMENTMetf/fund | — | $5.2M | 1.7% | 15K | New | — | — | 13F |
| 18 | — | SCHWAB STRATEGIC TR - US LRG CAP ETFetf/fund | — | $4.9M | 1.6% | 167K | +11% | — | — | 13F |
| 19 | Alphabet Inc. | Technology | $4.6M | 1.5% | 13K | +9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | SCHWAB STRATEGIC TR - US BRD MKT ETFetf/fund | — | $3.1M | 1.0% | 105K | -9% | — | — | 13F |
| 21 | Alphabet Inc. | Technology | $3.0M | 1.0% | 8,576 | -2% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $2.8M | 0.9% | 3,686 | +147% | — | — | 13F |
| 23 | — | VANGUARD WORLD FD - INF TECH ETFetf/fund | — | $2.7M | 0.8% | 22K | +779% | — | — | 13F |
| 24 | Broadcom Inc. | Technology | $2.6M | 0.8% | 6,912 | +13% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | CORNING INC /NY | Materials | $2.5M | 0.8% | 9,784 | +18% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $2.3M | 0.8% | 4,581 | -7% | |||
| 27 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $2.3M | 0.7% | 72K | -59% | |||
| 28 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.3M | 0.7% | 8,948 | -11% | |||
| 29 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $2.2M | 0.7% | 9,869 | -5% | |||
| 30 | $COR | Cencora, Inc. | Consumer Staples | $2.2M | 0.7% | 7,789 | -34% | |||
| 31 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.1M | 0.7% | 4,269 | -7% | |||
| 32 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $1.8M | 0.6% | 8,639 | +14% | |||
| 33 | $KMB | KIMBERLY CLARK CORP | Materials | $1.8M | 0.6% | 16K | +0.1% | |||
| 34 | $IVZ | Invesco Ltd. | Financials | $1.6M | 0.5% | 10K | — | |||
| 35 | $CAT | CATERPILLAR INC | Industrials | $1.5M | 0.5% | 1,394 | +32% | |||
| 36 | $MU | MICRON TECHNOLOGY INC | Technology | $1.3M | 0.4% | 1,083 | New | |||
| 37 | $PLTR | Palantir Technologies Inc. | Technology | $1.1M | 0.4% | 9,704 | -12% | |||
| 38 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.1M | 0.3% | 4,052 | -2% | |||
| 39 | $GEV | GE Vernova Inc. | Industrials | $1.0M | 0.3% | 878 | +42% | |||
| 40 | $IVZ | Invesco Ltd. | Financials | $967K | 0.3% | 3,192 | +82% | |||
| 41 | $ABT | ABBOTT LABORATORIES | Healthcare | $943K | 0.3% | 10K | -21% | |||
| 42 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $921K | 0.3% | 2,484 | +2% | |||
| 43 | $KO | COCA COLA CO | Consumer Staples | $896K | 0.3% | 11K | +5% | |||
| 44 | $ACN | Accenture plc | Technology | $886K | 0.3% | 7,121 | -6% | |||
| 45 | $GE | GENERAL ELECTRIC CO | Industrials | $864K | 0.3% | 2,313 | -22% | |||
| 46 | $SYK | STRYKER CORP | Healthcare | $847K | 0.3% | 2,692 | -39% | |||
| 47 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $835K | 0.3% | 1,437 | New | |||
| 48 | — | ISHARES TR - RUS 1000 GRW ETF | — | $812K | 0.3% | 6,539 | +322% | |||
| 49 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $810K | 0.3% | 1,120 | New | |||
| 50 | $META | Meta Platforms, Inc. | Technology | $780K | 0.3% | 1,384 | +11% | |||
| 51 | $GS | GOLDMAN SACHS GROUP INC | Financials | $779K | 0.3% | 770 | -4% | |||
| 52 | $WMT | Walmart Inc. | Consumer Staples | $738K | 0.2% | 6,517 | -4% | |||
| 53 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $694K | 0.2% | 4,734 | -8% | |||
| 54 | — | ISHARES TR - CORE S&P MCP ETF | — | $675K | 0.2% | 8,757 | -0.5% | |||
| 55 | $TSLA | Tesla, Inc. | Consumer Discretionary | $649K | 0.2% | 1,542 | +22% | |||
| 56 | $MRVL | Marvell Technology, Inc. | Technology | $625K | 0.2% | 2,098 | New | |||
| 57 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $608K | 0.2% | 2,092 | -27% | |||
| 58 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $568K | 0.2% | 2,829 | +1% | |||
| 59 | $ROL | ROLLINS INC | Industrials | $465K | 0.1% | 11K | -24% | |||
| 60 | $TXN | TEXAS INSTRUMENTS INC | Technology | $462K | 0.1% | 1,550 | +21% | |||
| 61 | $FHN | FIRST HORIZON CORP | Financials | $441K | 0.1% | 17K | — | |||
| 62 | $INTC | INTEL CORP | Technology | $427K | 0.1% | 3,058 | New | |||
| 63 | $ABBV | AbbVie Inc. | Healthcare | $425K | 0.1% | 1,688 | -13% | |||
| 64 | $ETN | Eaton Corp plc | Industrials | $421K | 0.1% | 988 | -1% | |||
| 65 | $PEP | PEPSICO INC | Consumer Staples | $387K | 0.1% | 2,861 | +4% | |||
| 66 | $LMT | LOCKHEED MARTIN CORP | Industrials | $386K | 0.1% | 758 | -17% | |||
| 67 | $DUK | Duke Energy CORP | Utilities | $377K | 0.1% | 2,980 | +3% | |||
| 68 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $373K | 0.1% | 781 | +20% | |||
| 69 | $SNDK | Sandisk Corp | Technology | $368K | 0.1% | 162 | New | |||
| 70 | $SSB | SouthState Bank Corp | Financials | $357K | 0.1% | 3,575 | — | |||
| 71 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $348K | 0.1% | 940 | +4% | |||
| 72 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $340K | 0.1% | 4,729 | +4% | |||
| 73 | — | ISHARES TR - DOW JONES US ETF | — | $340K | 0.1% | 1,863 | +0.2% | |||
| 74 | $NKE | NIKE, Inc. | Consumer Discretionary | $331K | 0.1% | 8,075 | -13% | |||
| 75 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $320K | 0.1% | 968 | +20% | |||
| 76 | $STX | Seagate Technology Holdings plc | Technology | $318K | 0.1% | 330 | New | |||
| 77 | $CW | CURTISS WRIGHT CORP | Industrials | $311K | 0.1% | 410 | New | |||
| 78 | $MS | MORGAN STANLEY | Financials | $304K | 0.1% | 1,453 | New | |||
| 79 | $TFC | TRUIST FINANCIAL CORP | Financials | $302K | 0.1% | 6,059 | +0.2% | |||
| 80 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $298K | 0.1% | 1,061 | -25% | |||
| 81 | $ED | CONSOLIDATED EDISON INC | Utilities | $294K | 0.1% | 2,655 | +0.7% | |||
| 82 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $290K | 0.1% | 922 | -7% | |||
| 83 | $MRK | Merck & Co., Inc. | Healthcare | $290K | 0.1% | 2,255 | +14% | |||
| 84 | $AXP | AMERICAN EXPRESS CO | Financials | $285K | 0.1% | 842 | -28% | |||
| 85 | — | VANGUARD SCOTTSDALE FDS - TOTAL CORP BND | — | $279K | 0.1% | 3,632 | — | |||
| 86 | $YUM | YUM BRANDS INC | Consumer Discretionary | $277K | 0.1% | 1,730 | -2% | |||
| 87 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $263K | 0.1% | 1,663 | +0.5% | |||
| 88 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $257K | 0.1% | 324 | New | |||
| 89 | $GLD | SPDR GOLD TRUST | Financials | $255K | 0.1% | 691 | -21% | |||
| 90 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $254K | 0.1% | 610 | New | |||
| 91 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $253K | 0.1% | 1,130 | -37% | |||
| 92 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $244K | 0.1% | 1,089 | New | |||
| 93 | $CTAS | CINTAS CORP | Consumer Discretionary | $241K | 0.1% | 1,420 | -9% | |||
| 94 | $HWM | Howmet Aerospace Inc. | Materials | $241K | 0.1% | 895 | -20% | |||
| 95 | $BA | BOEING CO | Industrials | $238K | 0.1% | 1,098 | New | |||
| 96 | $CSCO | CISCO SYSTEMS, INC. | Technology | $235K | 0.1% | 1,997 | New | |||
| 97 | $C | CITIGROUP INC | Financials | $233K | 0.1% | 1,668 | New | |||
| 98 | $CVX | CHEVRON CORP | Energy | $230K | 0.1% | 1,386 | -36% | |||
| 99 | $AMGN | AMGEN INC | Healthcare | $227K | 0.1% | 628 | +6% | |||
| 100 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $226K | 0.1% | 2,730 | +6% | |||
| 101 | — | ISHARES TR - RUS TP200 GR ETF | — | $218K | 0.1% | 750 | New | |||
| 102 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $214K | 0.1% | 2,920 | — | |||
| 103 | $WDC | WESTERN DIGITAL CORP | Technology | $213K | 0.1% | 334 | New | |||
| 104 | $CCZ | COMCAST CORP | Communication Services | $213K | 0.1% | 8,685 | +4% | |||
| 105 | — | ISHARES TR - U.S. TECH ETF | — | $209K | 0.1% | 829 | +3% | |||
| 106 | $CMI | CUMMINS INC | Industrials | $203K | 0.1% | 285 | New | |||
| 107 | $CB | Chubb Ltd | Financials | $202K | 0.1% | 593 | -42% | |||
| 108 | — | SCHWAB STRATEGIC TR - 1000 INDEX ETF | — | $190K | 0.1% | 5,262 | +0.3% | |||
| 109 | — | ISHARES TR - S&P MC 400GR ETF | — | $169K | 0.1% | 1,441 | -4% | |||
| 110 | — | ISHARES TR - RUS 2000 GRW ETF | — | $169K | 0.1% | 428 | — | |||
| 111 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $128K | 0.0% | 1,000 | +175% | |||
| 112 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $101K | 0.0% | 2,901 | +0.0% | |||
| 113 | — | ISHARES TR - S&P SML 600 GWT | — | $93K | 0.0% | 521 | — | |||
| 114 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $73K | 0.0% | 371 | — | |||
| 115 | — | ISHARES TR - CORE S&P US GWT | — | $58K | 0.0% | 306 | — | |||
| 116 | — | ISHARES TR - RUSSELL 2000 ETF | — | $51K | 0.0% | 168 | — | |||
| 117 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $50K | 0.0% | 207 | +0.5% | |||
| 118 | — | ISHARES TR - RUS 1000 VAL ETF | — | $47K | 0.0% | 192 | — | |||
| 119 | — | VANGUARD INDEX FDS - VALUE ETF | — | $42K | 0.0% | 195 | +0.5% | |||
| 120 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $40K | 0.0% | 1,436 | -73% | |||
| 121 | — | ISHARES TR - RUS MDCP VAL ETF | — | $32K | 0.0% | 195 | +0.5% | |||
| 122 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $30K | 0.0% | 99 | +2% | |||
| 123 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $26K | 0.0% | 300 | +500% | |||
| 124 | — | VANGUARD WORLD FD - ENERGY ETF | — | $24K | 0.0% | 157 | -76% | |||
| 125 | — | ISHARES TR - RUS 1000 ETF | — | $18K | 0.0% | 43 | — | |||
| 126 | — | ISHARES TR - 20 YR TR BD ETF | — | $17K | 0.0% | 200 | — | |||
| 127 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | — | $17K | 0.0% | 700 | — | |||
| 128 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $17K | 0.0% | 458 | +205% | |||
| 129 | — | ISHARES TR - RUS 2000 VAL ETF | — | $15K | 0.0% | 69 | +1% | |||
| 130 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $15K | 0.0% | 650 | — | |||
| 131 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | — | $13K | 0.0% | 351 | +647% | |||
| 132 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $13K | 0.0% | 243 | New | |||
| 133 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $13K | 0.0% | 346 | +0.3% | |||
| 134 | $META | Meta Platforms, Inc. | Technology | $12K | 0.0% | 156 | +3% | |||
| 135 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $12K | 0.0% | 41 | — | |||
| 136 | — | VANGUARD SCOTTSDALE FDS - TOTAL WLD BD ETF | — | $11K | 0.0% | 166 | +4% | |||
| 137 | — | ISHARES TR - CORE S&P SCP ETF | — | $10K | 0.0% | 67 | — | |||
| 138 | — | SCHWAB STRATEGIC TR - HIGH YIEL BD ETF | — | $9K | 0.0% | 353 | +2% | |||
| 139 | — | VANGUARD WORLD FD - UTILITIES ETF | — | $6K | 0.0% | 30 | — | |||
| 140 | — | ISHARES TR - S&P 500 VAL ETF | — | $5K | 0.0% | 22 | -63% | |||
| 141 | — | INVESCO EXCH TRADED FD TR II - ESG NASDAQ 100 | — | $4K | 0.0% | 75 | New | |||
| 142 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | — | $3K | 0.0% | 88 | — | |||
| 143 | — | ISHARES TR - CORE MSCI EAFE | — | $2K | 0.0% | 25 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 23 new, 55 added to, 46 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (23)
- ISHARES TR - ISHARES SEMICDTR$11.2M
first bought this quarter
- ISHARES TR - MSCI USA MMENTM$5.2M
first bought this quarter
$MUMICRON TECHNOLOGY INC$1.3M
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$835K
first bought this quarter
$AMATAPPLIED MATERIALS INC /DE$810K
first bought this quarter
$MRVLMarvell Technology, Inc.$625K
first bought this quarter
+17 more in the Excel export
Added to (55)
- VANGUARD INDEX FDS - S&P 500 ETF SHS+42%
now $25.4M
- VANGUARD WORLD FD - INF TECH ETF+779%
now $2.7M
$SPYSPDR S&P 500 ETF TRUST+34%
now $7.1M · held 3 qtrs
- ISHARES TR - CORE S&P500 ETF+147%
now $2.8M
$NVDANVIDIA CORP+9%
now $8.5M · held 10+ qtrs
- ISHARES TR - RUS 1000 GRW ETF+322%
now $812K
+49 more in the Excel export
Trimmed (46)
- SCHWAB STRATEGIC TR - US DIVIDEND EQ-59%
now $2.3M
$MCKMCKESSON CORP-14%
now $8.6M · held 10+ qtrs, 2 trims in a row
$CORCencora, Inc.-34%
now $2.2M · held 10+ qtrs, 2 trims in a row
$MSFTMICROSOFT CORP-4%
now $22.9M · held 10+ qtrs, 9 trims in a row
$SYKSTRYKER CORP-39%
now $847K · held 10+ qtrs
$HDHOME DEPOT, INC.-5%
now $9.7M · held 10+ qtrs, 3 trims in a row
+40 more in the Excel export
Sold out (9)
$XOM.R34088EXXON MOBIL CORPwas $1.2M
held 9+ qtrs
- VANGUARD WORLD FDwas $299K
$ATOATMOS ENERGY CORPwas $262K
held 5 qtrs
$LOWLOWES COMPANIES INCwas $243K
held 9+ qtrs
$TAT&T INC.was $220K
$RTXRTX Corpwas $220K
+3 more in the Excel export
Holdings by quarter
Every 13F Peachtree Investment Partners, LLC has filed, 30 earlier quarters. Pick one to see what it held then.
Is it too late to follow Peachtree Investment Partners?
Q2 2026 13F filed with the SEC on Aug 6, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Peachtree Investment Partners's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+5.2%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 17% over the last 4
Top 10 weight
58%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
91%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Peachtree Investment Partners, LLC disclosed 143 positions worth $311.9M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 13.2% of the equity portfolio, followed by $LLY. During the quarter the fund opened 23 new positions and exited 9 and a full exit from $XOM.R34088. The portfolio is most concentrated in Technology (31.1% of disclosed assets). All figures are sourced directly from Peachtree Investment Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1743863.
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AI-Powered Hedge Fund Analysis: Peachtree Investment Partners, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Peachtree Investment Partners, LLC (SEC CIK: 1743863), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Peachtree Investment Partners, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.