Peachtree Investment Partners, LLC — 13F Holdings & Portfolio
CIK 1743863 · latest 13F-HR filed 2026-05-08
Peachtree Investment Partners, LLC manages $262.4M in 13F-reported U.S. long-equity assets across 129 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (13.56%), MSFT (9.01%), LLY (7.63%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 9 new positions, exited 7, added to 32, and trimmed 54.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$262.4M
Long-equity book
129
Distinct positions
2026-03-31
Filed 2026-05-08
+9 / −7 / ↑32 / ↓54
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SCHWAB STRATEGIC TR$5.1M +2129.7%
- COSTCO WHOLESALE CORPORATION$1.0M +9.8%
- SCHWAB STRATEGIC TR$910.6K +45.7%
- CORNING INC$780.7K +227.5%
- EXXON MOBIL CORP$767.9K +166.5%
Top Trims
- MICROSOFT CORP-$9.8M -29.4%
- SCHWAB STRATEGIC TR-$6.9M -44.9%
- SCHWAB STRATEGIC TR-$6.4M -62.3%
- ELI LILLY & CO-$4.4M -17.8%
- APPLE INC-$3.4M -8.8%
New Positions
- KIMBERLY-CLARK CORP$1.5M
- CHEVRON CORPORATION$450.9K
- HOWMET AEROSPACE INC$258.8K
- AT&T INC$220.4K
- RTX CORPORATION$219.5K
Exited Positions
- MONSTER BEVERAGE CORP NEW$1.1M
- CITIGROUP INC$429.6K
- ISHARES TR$263.1K
- REPUBLIC SVCS INC$220.8K
- WASTE MGMT INC DEL$204.8K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $35.6M | 13.56% | 140,163 | SH |
| 2 | MICROSOFT CORP | MSFT | 594918104 | $23.6M | 9.01% | 63,849 | SH |
| 3 | ELI LILLY & CO | LLY | 532457108 | $20.0M | 7.63% | 21,778 | SH |
| 4 | VANGUARD INDEX FDS | VOO | 922908363 | $15.5M | 5.91% | 25,971 | SH |
| 5 | VISA INC | V | 92826C839 | $13.2M | 5.04% | 43,749 | SH |
| 6 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $11.5M | 4.38% | 11,529 | SH |
| 7 | MCKESSON CORP | MCK | 58155Q103 | $11.4M | 4.35% | 13,203 | SH |
| 8 | HOME DEPOT INC | HD | 437076102 | $9.6M | 3.65% | 29,127 | SH |
| 9 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $8.4M | 3.21% | 288,889 | SH |
| 10 | TJX COS INC NEW | TJX | 872540109 | $8.0M | 3.03% | 49,811 | SH |
| 11 | NVIDIA CORPORATION | NVDA | 67066G104 | $6.8M | 2.59% | 38,897 | SH |
| 12 | MASTERCARD INCORPORATED | MA | 57636Q104 | $6.6M | 2.51% | 13,185 | SH |
| 13 | JPMORGAN CHASE & CO | JPM | 46625H100 | $6.5M | 2.49% | 22,252 | SH |
| 14 | AMAZON COM INC | AMZN | 023135106 | $6.0M | 2.30% | 28,991 | SH |
| 15 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $5.4M | 2.04% | 174,877 | SH |
| 16 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $4.6M | 1.77% | 7,145 | SH |
| 17 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $3.8M | 1.46% | 149,708 | SH |
| 18 | CENCORA INC | COR | 03073E105 | $3.7M | 1.42% | 11,822 | SH |
| 19 | ALPHABET INC | GOOGL | 02079K305 | $3.4M | 1.30% | 11,869 | SH |
| 20 | NORTHROP GRUMMAN CORP | NOC | 666807102 | $3.4M | 1.28% | 4,911 | SH |
| 21 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $2.9M | 1.11% | 115,637 | SH |
| 22 | ALPHABET INC | GOOG | 02079K107 | $2.5M | 0.95% | 8,730 | SH |
| 23 | JOHNSON & JOHNSON | JNJ | 478160104 | $2.4M | 0.93% | 10,002 | SH |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $2.2M | 0.83% | 4,570 | SH |
| 25 | AUTOMATIC DATA PROCESSING IN | ADP | 053015103 | $2.1M | 0.80% | 10,350 | SH |
| 26 | BROADCOM INC | AVGO | 11135F101 | $1.9M | 0.72% | 6,100 | SH |
| 27 | VANGUARD WORLD FD | VGT | 92204A702 | $1.8M | 0.67% | 2,538 | SH |
| 28 | ROSS STORES INC | ROST | 778296103 | $1.6M | 0.63% | 7,593 | SH |
| 29 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $1.6M | 0.62% | 11,054 | SH |
| 30 | KIMBERLY-CLARK CORP | KMB | 494368103 | $1.5M | 0.59% | 15,987 | SH |
| 31 | ACCENTURE PLC IRELAND | ACN | G1151C101 | $1.5M | 0.57% | 7,537 | SH |
| 32 | STRYKER CORPORATION | SYK | 863667101 | $1.5M | 0.56% | 4,444 | SH |
| 33 | ABBOTT LABORATORIES | ABT | 002824100 | $1.3M | 0.51% | 13,127 | SH |
| 34 | MCDONALDS CORP | MCD | 580135101 | $1.3M | 0.49% | 4,133 | SH |
| 35 | EXXON MOBIL CORP | XOM | 30231G102 | $1.2M | 0.47% | 7,245 | SH |
| 36 | INVESCO EXCH TRADED FD TR II | SPMO | 46138E339 | $1.1M | 0.43% | 10,027 | SH |
| 37 | CORNING INC | GLW | 219350105 | $1.1M | 0.43% | 8,265 | SH |
| 38 | L3HARRIS TECHNOLOGIES INC | LHX | 502431109 | $988.1K | 0.38% | 2,863 | SH |
| 39 | ISHARES TR | IVV | 464287200 | $973.8K | 0.37% | 1,491 | SH |
| 40 | WALMART INC | WMT | 931142103 | $847.5K | 0.32% | 6,820 | SH |
| 41 | GE AEROSPACE | GE | 369604301 | $843.6K | 0.32% | 2,973 | SH |
| 42 | MARRIOTT INTL INC NEW | MAR | 571903202 | $796.6K | 0.30% | 2,436 | SH |
| 43 | COCA COLA CO | KO | 191216100 | $794.8K | 0.30% | 10,451 | SH |
| 44 | ROLLINS INC | ROL | 775711104 | $785.1K | 0.30% | 14,699 | SH |
| 45 | CATERPILLAR INC | CAT | 149123101 | $750.9K | 0.29% | 1,060 | SH |
| 46 | PROCTER & GAMBLE CO | PG | 742718109 | $743.2K | 0.28% | 5,145 | SH |
| 47 | META PLATFORMS INC | META | 30303M102 | $712.6K | 0.27% | 1,246 | SH |
| 48 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $676.6K | 0.26% | 800 | SH |
| 49 | ISHARES TR | IWF | 464287614 | $660.8K | 0.25% | 1,550 | SH |
| 50 | ISHARES TR | IJH | 464287507 | $594.5K | 0.23% | 8,804 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-08 | $262.4M | 129 | 0001398344-26-008727 |
| 2025-12-31 | 2026-02-11 | $301.3M | 127 | 0001398344-26-002709 |