Peachtree Investment Partners, LLC — 13F Holdings & Portfolio
CIK 1743863 · latest 13F-HR filed 2026-08-06
Peachtree Investment Partners, LLC manages $311.9M in 13F-reported U.S. long-equity assets across 143 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (13.20%), LLY (8.36%), VOO (8.13%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 24 new positions, exited 10, added to 70, and trimmed 29.
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.
P.O. BOX #8181
INDIAN RIVER SHORES,, FL 32963
$311.9M
Long-equity book
143
Distinct positions
2026-06-30
Filed 2026-08-06
+24 / −10 / ↑70 / ↓29
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$9.8M +63.4%
- ELI LILLY & CO$6.0M +30.2%
- APPLE INC$5.6M +15.7%
- STATE STR SPDR S&P 500 ETF T$2.5M +53.7%
- ISHARES TR$1.8M +183.5%
Top Trims
- SCHWAB STRATEGIC TR-$3.1M -57.3%
- MCKESSON CORP-$2.9M -25.1%
- CENCORA INC-$1.5M -40.7%
- NORTHROP GRUMMAN CORP-$1.0M -30.4%
- COSTCO WHOLESALE CORPORATION-$641.5K -5.6%
New Positions
- ISHARES TR$11.2M
- ISHARES TR$5.2M
- MICRON TECHNOLOGY INC$1.3M
- ADVANCED MICRO DEVICES INC$834.8K
- APPLIED MATLS INC$809.9K
Exited Positions
- EXXON MOBIL CORP$1.2M
- HONEYWELL INTL INC$407.1K
- VANGUARD WORLD FD$299.0K
- ATMOS ENERGY CORP$261.7K
- LOWES COS INC$242.9K
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 | $41.2M | 13.20% | 142,280 | SH |
| 2 | ELI LILLY & CO | LLY | 532457108 | $26.1M | 8.36% | 21,737 | SH |
| 3 | VANGUARD INDEX FDS | VOO | 922908363 | $25.4M | 8.13% | 36,932 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $22.9M | 7.34% | 61,390 | SH |
| 5 | VISA INC | V | 92826C839 | $14.6M | 4.69% | 42,656 | SH |
| 6 | ISHARES TR | SOXX | 464287523 | $11.2M | 3.59% | 17,499 | SH |
| 7 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $10.8M | 3.48% | 11,594 | SH |
| 8 | HOME DEPOT INC | HD | 437076102 | $9.7M | 3.12% | 27,624 | SH |
| 9 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $9.6M | 3.07% | 282,747 | SH |
| 10 | MCKESSON CORP | MCK | 58155Q103 | $8.6M | 2.74% | 11,332 | SH |
| 11 | NVIDIA CORPORATION | NVDA | 67066G104 | $8.5M | 2.71% | 42,264 | SH |
| 12 | TJX COS INC NEW | TJX | 872540109 | $7.8M | 2.50% | 51,379 | SH |
| 13 | AMAZON COM INC | AMZN | 023135106 | $7.4M | 2.38% | 31,122 | SH |
| 14 | JPMORGAN CHASE & CO | JPM | 46625H100 | $7.2M | 2.32% | 22,114 | SH |
| 15 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $7.1M | 2.29% | 9,566 | SH |
| 16 | MASTERCARD INCORPORATED | MA | 57636Q104 | $6.7M | 2.15% | 13,080 | SH |
| 17 | ISHARES TR | MTUM | 46432F396 | $5.2M | 1.67% | 15,210 | SH |
| 18 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $4.9M | 1.57% | 166,609 | SH |
| 19 | ALPHABET INC | GOOGL | 02079K305 | $4.6M | 1.48% | 12,879 | SH |
| 20 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $3.1M | 0.98% | 105,452 | SH |
| 21 | ALPHABET INC | GOOG | 02079K107 | $3.0M | 0.97% | 8,576 | SH |
| 22 | ISHARES TR | IVV | 464287200 | $2.8M | 0.89% | 3,686 | SH |
| 23 | VANGUARD WORLD FD | VGT | 92204A702 | $2.7M | 0.85% | 22,304 | SH |
| 24 | BROADCOM INC | AVGO | 11135F101 | $2.6M | 0.84% | 6,912 | SH |
| 25 | CORNING INC | GLW | 219350105 | $2.5M | 0.80% | 9,784 | SH |
| 26 | NORTHROP GRUMMAN CORP | NOC | 666807102 | $2.3M | 0.75% | 4,581 | SH |
| 27 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $2.3M | 0.73% | 72,242 | SH |
| 28 | JOHNSON & JOHNSON | JNJ | 478160104 | $2.3M | 0.73% | 8,948 | SH |
| 29 | AUTOMATIC DATA PROCESSING IN | ADP | 053015103 | $2.2M | 0.71% | 9,869 | SH |
| 30 | CENCORA INC | COR | 03073E105 | $2.2M | 0.71% | 7,789 | SH |
| 31 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $2.1M | 0.68% | 4,269 | SH |
| 32 | ROSS STORES INC | ROST | 778296103 | $1.8M | 0.59% | 8,639 | SH |
| 33 | KIMBERLY-CLARK CORP | KMB | 494368103 | $1.8M | 0.56% | 15,995 | SH |
| 34 | INVESCO EXCH TRADED FD TR II | SPMO | 46138E339 | $1.6M | 0.52% | 10,027 | SH |
| 35 | CATERPILLAR INC | CAT | 149123101 | $1.5M | 0.48% | 1,394 | SH |
| 36 | MICRON TECHNOLOGY INC | MU | 595112103 | $1.3M | 0.40% | 1,083 | SH |
| 37 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $1.1M | 0.36% | 9,704 | SH |
| 38 | MCDONALDS CORP | MCD | 580135101 | $1.1M | 0.35% | 4,052 | SH |
| 39 | GE VERNOVA INC | GEV | 36828A101 | $1.0M | 0.33% | 878 | SH |
| 40 | INVESCO EXCH TRADED FD TR II | QQQM | 46138G649 | $967.2K | 0.31% | 3,192 | SH |
| 41 | ABBOTT LABORATORIES | ABT | 002824100 | $943.5K | 0.30% | 10,397 | SH |
| 42 | MARRIOTT INTL INC NEW | MAR | 571903202 | $920.7K | 0.30% | 2,484 | SH |
| 43 | COCA COLA CO | KO | 191216100 | $895.7K | 0.29% | 11,021 | SH |
| 44 | ACCENTURE PLC IRELAND | ACN | G1151C101 | $886.2K | 0.28% | 7,121 | SH |
| 45 | GE AEROSPACE | GE | 369604301 | $864.4K | 0.28% | 2,313 | SH |
| 46 | STRYKER CORPORATION | SYK | 863667101 | $847.4K | 0.27% | 2,692 | SH |
| 47 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $834.8K | 0.27% | 1,437 | SH |
| 48 | ISHARES TR | IWF | 464287614 | $812.0K | 0.26% | 6,539 | SH |
| 49 | APPLIED MATLS INC | AMAT | 038222105 | $809.9K | 0.26% | 1,120 | SH |
| 50 | META PLATFORMS INC | META | 30303M102 | $779.7K | 0.25% | 1,384 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-06 | $311.9M | 143 | 0001398344-26-013705 |
| 2026-03-31 | 2026-05-08 | $262.4M | 129 | 0001398344-26-008727 |
| 2025-12-31 | 2026-02-11 | $301.3M | 127 | 0001398344-26-002709 |