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Peachtree Investment Partners, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1743863
Institutional-grade research for retail investors

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

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

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
NVDA$NVDANVIDIA CORP$8.5M+9%
TJX$TJXTJX COMPANIES INC /DE/$7.8M+3%
AMZN$AMZNAMAZON COM INC$7.4M+7%
JPM$JPMJPMORGAN CHASE & CO$7.2M-0.6%
SPY$SPYSPDR S&P 500 ETF TRUSTetf/fund$7.1M+34%
MA$MAMastercard Inc$6.7M-0.8%
— ISHARES TR - MSCI USA MMENTMetf/fund$5.2MNew
— SCHWAB STRATEGIC TR - US LRG CAP ETFetf/fund$4.9M+11%
GOOGL$GOOGLAlphabet Inc.$4.6M+9%
— SCHWAB STRATEGIC TR - US BRD MKT ETFetf/fund$3.1M-9%
GOOG$GOOGAlphabet Inc.$3.0M-2%
— ISHARES TR - CORE S&P500 ETFetf/fund$2.8M+147%
— VANGUARD WORLD FD - INF TECH ETFetf/fund$2.7M+779%
AVGO$AVGOBroadcom Inc.$2.6M+13%
GLW$GLWCORNING INC /NY$2.5M+18%

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

  • MU$MUMICRON TECHNOLOGY INC$1.3M

    first bought this quarter

  • AMD$AMDADVANCED MICRO DEVICES INC$835K

    first bought this quarter

  • AMAT$AMATAPPLIED MATERIALS INC /DE$810K

    first bought this quarter

  • MRVL$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

  • SPY$SPYSPDR S&P 500 ETF TRUST+34%

    now $7.1M · held 3 qtrs

  • ISHARES TR - CORE S&P500 ETF+147%

    now $2.8M

  • NVDA$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

  • MCK$MCKMCKESSON CORP-14%

    now $8.6M · held 10+ qtrs, 2 trims in a row

  • COR$CORCencora, Inc.-34%

    now $2.2M · held 10+ qtrs, 2 trims in a row

  • MSFT$MSFTMICROSOFT CORP-4%

    now $22.9M · held 10+ qtrs, 9 trims in a row

  • SYK$SYKSTRYKER CORP-39%

    now $847K · held 10+ qtrs

  • HD$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.R34088$XOM.R34088EXXON MOBIL CORPwas $1.2M

    held 9+ qtrs

  • VANGUARD WORLD FDwas $299K
  • ATO$ATOATMOS ENERGY CORPwas $262K

    held 5 qtrs

  • LOW$LOWLOWES COMPANIES INCwas $243K

    held 9+ qtrs

  • T$TAT&T INC.was $220K
  • RTX$RTXRTX Corpwas $220K

+3 more in the Excel export

Firm AUM (Form ADV): $335.8M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Peachtree Investment Partners, LLC has filed, 30 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

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.