Peachtree Investment Partners, LLC
13F Reported Value
ⓘ$311.9M
Holdings
143
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 (31.3% 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
$LLY
$MSFT
$V
$META
$NVDASector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 76.4#84
Quality
$41.2M142,280 sh - 87.5#2
Quality
$26.1M21,737 sh VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$25.4M36,932 sh- 79.8
Quality
$22.9M61,390 sh - 82.9
Quality
$14.6M42,656 sh ISHARES TR - ISHARES SEMICDTR
—Quality
$11.2M17,499 sh- 66.2
Quality
$10.8M11,594 sh - 60.3
Quality
$9.7M27,624 sh SCHWAB STRATEGIC TR - US LCAP GR ETF
—Quality
$9.6M282,747 sh- 63.4
Quality
$8.6M11,332 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $41.2M | 142,280 |
| ELI LILLY & Co$LLY | 87.5#2 | $26.1M | 21,737 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $25.4M | 36,932 |
| MICROSOFT CORP$MSFT | 79.8 | $22.9M | 61,390 |
| VISA INC.$V | 82.9 | $14.6M | 42,656 |
| ISHARES TR - ISHARES SEMICDTR | — | $11.2M | 17,499 |
 COSTCO WHOLESALE CORP /NEW$COST | 66.2 | $10.8M | 11,594 |
 HOME DEPOT, INC.$HD | 60.3 | $9.7M | 27,624 |
| SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $9.6M | 282,747 |
 MCKESSON CORP$MCK | 63.4 | $8.6M | 11,332 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Peachtree Investment Partners, LLC's 143 positions.
Showing top 10 of 143 holdings.
Sector Allocation
Technology
$97.7M
Other
$79.1M
Consumer Discretionary
$41.5M
Financials
$37.6M
Healthcare
$31.3M
Consumer Staples
$13.1M
Industrials
$5.9M
Materials
$4.5M
Full Holdings — Peachtree Investment Partners, LLC (Q2 2026)
All 143 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. | $41.2M | 13.2% | +2% | 76.4 |
| 2 | $LLY | ELI LILLY & Co | $26.1M | 8.4% | -0% | 87.5 |
| 3 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $25.4M | 8.1% | +42% | — |
| 4 | $MSFT | MICROSOFT CORP | $22.9M | 7.3% | -4% | 79.8 |
| 5 | $V | VISA INC. | $14.6M | 4.7% | -2% | 82.9 |
| 6 | — | ISHARES TR - ISHARES SEMICDTR | $11.2M | 3.6% | NEW | — |
| 7 | $COST | COSTCO WHOLESALE CORP /NEW | $10.8M | 3.5% | +1% | 66.2 |
| 8 | $HD | HOME DEPOT, INC. | $9.7M | 3.1% | -5% | 60.3 |
| 9 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $9.6M | 3.1% | -2% | — |
| 10 | $MCK | MCKESSON CORP | $8.6M | 2.7% | -14% | 63.4 |
| 11 | $NVDA | NVIDIA CORP | $8.5M | 2.7% | +9% | 85.9 |
| 12 |  $TJX | TJX COMPANIES INC /DE/ | $7.8M | 2.5% | +3% | 68.7 |
| 13 |  $AMZN | AMAZON COM INC | $7.4M | 2.4% | +7% | 68.7 |
| 14 |  $JPM | JPMORGAN CHASE & CO | $7.2M | 2.3% | -1% | 70.7 |
| 15 |  $SPY | SPDR S&P 500 ETF TRUST | $7.1M | 2.3% | +34% | — |
| 16 |  $MA | Mastercard Inc | $6.7M | 2.1% | -1% | 85.1 |
| 17 | — | ISHARES TR - MSCI USA MMENTM | $5.2M | 1.7% | NEW | — |
| 18 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $4.9M | 1.6% | +11% | — |
| 19 |  $GOOG | Alphabet Inc. | $4.6M | 1.5% | +9% | 78.2 |
| 20 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $3.1M | 1.0% | -9% | — |
| 21 |  $GOOGL | Alphabet Inc. | $3.0M | 1.0% | -2% | 78.2 |
| 22 | — | ISHARES TR - CORE S&P500 ETF | $2.8M | 0.9% | +147% | — |
| 23 | — | VANGUARD WORLD FD - INF TECH ETF | $2.7M | 0.8% | +779% | — |
| 24 |  $AVGO | Broadcom Inc. | $2.6M | 0.8% | +13% | 84.5 |
| 25 |  $GLW | CORNING INC /NY | $2.5M | 0.8% | +18% | 73.7 |
| 26 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $2.3M | 0.8% | -7% | 62.9 |
| 27 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $2.3M | 0.7% | -59% | — |
| 28 |  $JNJ | JOHNSON & JOHNSON | $2.3M | 0.7% | -11% | 69 |
| 29 |  $ADP | AUTOMATIC DATA PROCESSING INC | $2.2M | 0.7% | -5% | 69.8 |
| 30 |  $COR | Cencora, Inc. | $2.2M | 0.7% | -34% | 61.1 |
| 31 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.1M | 0.7% | -7% | 73.8 |
| 32 |  $ROST | ROSS STORES, INC. | $1.8M | 0.6% | +14% | 70.4 |
| 33 |  $KMB | KIMBERLY CLARK CORP | $1.8M | 0.6% | +0% | 58.7 |
| 34 |  $IVZ | Invesco Ltd. | $1.6M | 0.5% | +0% | — |
| 35 |  $CAT | CATERPILLAR INC | $1.5M | 0.5% | +32% | 66.5 |
| 36 |  $MU | MICRON TECHNOLOGY INC | $1.3M | 0.4% | NEW | 86.2 |
| 37 |  $PLTR | Palantir Technologies Inc. | $1.1M | 0.4% | -12% | 84.6 |
| 38 |  $MCD | MCDONALDS CORP | $1.1M | 0.3% | -2% | 69 |
| 39 |  $GEV | GE Vernova Inc. | $1.0M | 0.3% | +42% | 81.1 |
| 40 | $IVZ | Invesco Ltd. | $967,177 | 0.3% | +82% | — |
| 41 |  $ABT | ABBOTT LABORATORIES | $943,464 | 0.3% | -21% | 65.5 |
| 42 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $920,655 | 0.3% | +2% | 61.7 |
| 43 |  $KO | COCA COLA CO | $895,693 | 0.3% | +5% | 69.5 |
| 44 |  $ACN | Accenture plc | $886,197 | 0.3% | -6% | — |
| 45 |  $GE | GENERAL ELECTRIC CO | $864,438 | 0.3% | -22% | 73.8 |
| 46 |  $SYK | STRYKER CORP | $847,420 | 0.3% | -39% | 72.1 |
| 47 |  $AMD | ADVANCED MICRO DEVICES INC | $834,783 | 0.3% | NEW | 79.8 |
| 48 | — | ISHARES TR - RUS 1000 GRW ETF | $811,958 | 0.3% | +322% | — |
| 49 |  $AMAT | APPLIED MATERIALS INC /DE | $809,863 | 0.3% | NEW | 72.3 |
| 50 | $META | Meta Platforms, Inc. | $779,740 | 0.3% | +11% | 79.6 |
| 51 |  $GS | GOLDMAN SACHS GROUP INC | $779,043 | 0.3% | -4% | 73.5 |
| 52 |  $WMT | Walmart Inc. | $738,171 | 0.2% | -4% | 60.2 |
| 53 |  $PG | PROCTER & GAMBLE Co | $694,158 | 0.2% | -8% | 64.6 |
| 54 | — | ISHARES TR - CORE S&P MCP ETF | $675,267 | 0.2% | -1% | — |
| 55 |  $TSLA | Tesla, Inc. | $648,578 | 0.2% | +22% | 53.9 |
| 56 |  $MRVL | Marvell Technology, Inc. | $625,067 | 0.2% | NEW | 76.5 |
| 57 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $607,886 | 0.2% | -27% | 64.4 |
| 58 |  $COF | CAPITAL ONE FINANCIAL CORP | $567,554 | 0.2% | +1% | 62.4 |
| 59 |  $ROL | ROLLINS INC | $465,366 | 0.1% | -24% | 65 |
| 60 |  $TXN | TEXAS INSTRUMENTS INC | $462,023 | 0.1% | +21% | 73.4 |
| 61 |  $FHN | FIRST HORIZON CORP | $440,717 | 0.1% | +0% | 56.4 |
| 62 |  $INTC | INTEL CORP | $426,989 | 0.1% | NEW | 45.6 |
| 63 |  $ABBV | AbbVie Inc. | $424,728 | 0.1% | -13% | 72.6 |
| 64 |  $ETN | Eaton Corp plc | $421,007 | 0.1% | -1% | — |
| 65 |  $PEP | PEPSICO INC | $387,393 | 0.1% | +4% | 63.4 |
| 66 |  $LMT | LOCKHEED MARTIN CORP | $386,101 | 0.1% | -17% | 65.6 |
| 67 |  $DUK | Duke Energy CORP | $377,202 | 0.1% | +3% | 56.4 |
| 68 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $372,982 | 0.1% | +20% | — |
| 69 |  $SNDK | Sandisk Corp | $368,344 | 0.1% | NEW | 87.7 |
| 70 |  $SSB | SouthState Bank Corp | $357,105 | 0.1% | +0% | 77 |
| 71 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $347,701 | 0.1% | +4% | — |
| 72 |  $MO | ALTRIA GROUP, INC. | $340,247 | 0.1% | +4% | 67.4 |
| 73 | — | ISHARES TR - DOW JONES US ETF | $339,538 | 0.1% | +0% | — |
| 74 |  $NKE | NIKE, Inc. | $331,497 | 0.1% | -13% | 49.3 |
| 75 |  $TRV | TRAVELERS COMPANIES, INC. | $319,550 | 0.1% | +20% | 75.9 |
| 76 |  $STX | Seagate Technology Holdings plc | $318,450 | 0.1% | NEW | — |
| 77 |  $CW | CURTISS WRIGHT CORP | $310,812 | 0.1% | NEW | 69.5 |
| 78 |  $MS | MORGAN STANLEY | $303,730 | 0.1% | NEW | 75.8 |
| 79 |  $TFC | TRUIST FINANCIAL CORP | $301,858 | 0.1% | +0% | 76.4 |
| 80 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $298,421 | 0.1% | -25% | 70 |
| 81 |  $ED | CONSOLIDATED EDISON INC | $293,706 | 0.1% | +1% | 67.3 |
| 82 |  $NSC | NORFOLK SOUTHERN CORP | $290,100 | 0.1% | -7% | 63.2 |
| 83 |  $MRK | Merck & Co., Inc. | $289,759 | 0.1% | +14% | 59.9 |
| 84 |  $AXP | AMERICAN EXPRESS CO | $284,697 | 0.1% | -28% | 69.4 |
| 85 | — | VANGUARD SCOTTSDALE FDS - TOTAL CORP BND | $278,900 | 0.1% | +0% | — |
| 86 |  $YUM | YUM BRANDS INC | $276,505 | 0.1% | -2% | 73.7 |
| 87 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $262,736 | 0.1% | +0% | — |
| 88 |  $CASY | CASEYS GENERAL STORES INC | $257,444 | 0.1% | NEW | 65.1 |
| 89 |  $GLD | SPDR GOLD TRUST | $254,551 | 0.1% | -21% | — |
| 90 |  $UNH | UNITEDHEALTH GROUP INC | $253,502 | 0.1% | NEW | 62.7 |
| 91 |  $HON | HONEYWELL INTERNATIONAL INC | $253,047 | 0.1% | -37% | 65 |
| 92 |  $SPG | SIMON PROPERTY GROUP INC. | $243,555 | 0.1% | NEW | 76.7 |
| 93 |  $CTAS | CINTAS CORP | $241,474 | 0.1% | -9% | 68.7 |
| 94 |  $HWM | Howmet Aerospace Inc. | $240,663 | 0.1% | -20% | 73.9 |
| 95 |  $BA | BOEING CO | $237,639 | 0.1% | NEW | 61.6 |
| 96 |  $CSCO | CISCO SYSTEMS, INC. | $234,570 | 0.1% | NEW | 70.3 |
| 97 |  $C | CITIGROUP INC | $233,402 | 0.1% | NEW | 65 |
| 98 |  $CVX | CHEVRON CORP | $229,706 | 0.1% | -36% | 62.8 |
| 99 |  $AMGN | AMGEN INC | $227,465 | 0.1% | +6% | 79.2 |
| 100 |  $WFC | WELLS FARGO & COMPANY/MN | $225,632 | 0.1% | +6% | 61.8 |
| 101 | — | ISHARES TR - RUS TP200 GR ETF | $217,965 | 0.1% | NEW | — |
| 102 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $214,350 | 0.1% | +0% | — |
| 103 |  $WDC | WESTERN DIGITAL CORP | $213,361 | 0.1% | NEW | 80.7 |
| 104 |  $CCZ | COMCAST CORP | $213,228 | 0.1% | +4% | 59.5 |
| 105 | — | ISHARES TR - U.S. TECH ETF | $208,981 | 0.1% | +3% | — |
| 106 |  $CMI | CUMMINS INC | $203,419 | 0.1% | NEW | 58.1 |
| 107 |  $CB | Chubb Ltd | $201,955 | 0.1% | -42% | — |
| 108 | — | SCHWAB STRATEGIC TR - 1000 INDEX ETF | $189,731 | 0.1% | +0% | — |
| 109 | — | ISHARES TR - S&P MC 400GR ETF | $169,267 | 0.1% | -4% | — |
| 110 | — | ISHARES TR - RUS 2000 GRW ETF | $168,588 | 0.1% | +0% | — |
| 111 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $127,810 | 0.0% | +175% | — |
| 112 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $100,999 | 0.0% | +0% | — |
| 113 | — | ISHARES TR - S&P SML 600 GWT | $92,978 | 0.0% | +0% | — |
| 114 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $73,395 | 0.0% | +0% | — |
| 115 | — | ISHARES TR - CORE S&P US GWT | $57,556 | 0.0% | +0% | — |
| 116 | — | ISHARES TR - RUSSELL 2000 ETF | $50,507 | 0.0% | +0% | — |
| 117 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $50,381 | 0.0% | +0% | — |
| 118 | — | ISHARES TR - RUS 1000 VAL ETF | $46,518 | 0.0% | +0% | — |
| 119 | — | VANGUARD INDEX FDS - VALUE ETF | $42,391 | 0.0% | +1% | — |
| 120 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $39,777 | 0.0% | -73% | — |
| 121 | — | ISHARES TR - RUS MDCP VAL ETF | $32,053 | 0.0% | +1% | — |
| 122 | — | VANGUARD INDEX FDS - SMALL CP ETF | $29,931 | 0.0% | +2% | — |
| 123 | — | VANGUARD INDEX FDS - GROWTH ETF | $25,842 | 0.0% | +500% | — |
| 124 | — | VANGUARD WORLD FD - ENERGY ETF | $23,558 | 0.0% | -76% | — |
| 125 | — | ISHARES TR - RUS 1000 ETF | $17,609 | 0.0% | +0% | — |
| 126 | — | ISHARES TR - 20 YR TR BD ETF | $17,284 | 0.0% | +0% | — |
| 127 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | $17,262 | 0.0% | +0% | — |
| 128 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $16,548 | 0.0% | +205% | — |
| 129 | — | ISHARES TR - RUS 2000 VAL ETF | $15,188 | 0.0% | +1% | — |
| 130 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $15,035 | 0.0% | +0% | — |
| 131 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | $13,359 | 0.0% | +647% | — |
| 132 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $12,821 | 0.0% | NEW | — |
| 133 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $12,749 | 0.0% | +0% | — |
| 134 | $META | Meta Platforms, Inc. | $12,170 | 0.0% | +3% | 79.6 |
| 135 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $12,151 | 0.0% | +0% | — |
| 136 | — | VANGUARD SCOTTSDALE FDS - TOTAL WLD BD ETF | $11,350 | 0.0% | +4% | — |
| 137 | — | ISHARES TR - CORE S&P SCP ETF | $9,937 | 0.0% | +0% | — |
| 138 | — | SCHWAB STRATEGIC TR - HIGH YIEL BD ETF | $9,246 | 0.0% | +2% | — |
| 139 | — | VANGUARD WORLD FD - UTILITIES ETF | $5,923 | 0.0% | +0% | — |
| 140 | — | ISHARES TR - S&P 500 VAL ETF | $4,913 | 0.0% | -63% | — |
| 141 | — | INVESCO EXCH TRADED FD TR II - ESG NASDAQ 100 | $3,842 | 0.0% | NEW | — |
| 142 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $2,743 | 0.0% | +0% | — |
| 143 | — | ISHARES TR - CORE MSCI EAFE | $2,415 | 0.0% | NEW | — |
New Positions (23)
$MU MICRON TECHNOLOGY INC$1.3M$AMD ADVANCED MICRO DEVICES INC$834,783$AMAT APPLIED MATERIALS INC /DE$809,863$MRVL Marvell Technology, Inc.$625,067$INTC INTEL CORP$426,989$SNDK Sandisk Corp$368,344$STX Seagate Technology Holdings plc$318,450$CW CURTISS WRIGHT CORP$310,812$MS MORGAN STANLEY$303,730$CASY CASEYS GENERAL STORES INC$257,444$UNH UNITEDHEALTH GROUP INC$253,502$SPG SIMON PROPERTY GROUP INC.$243,555$BA BOEING CO$237,639
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