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Peachtree Investment Partners, LLC Top Holdings and 13F Report (2026)

About Peachtree Investment Partners, LLC

Investment Activity

  • Peachtree Investment Partners, LLC has $311.94 million in total holdings as of June 30, 2026.
  • Peachtree Investment Partners, LLC owns shares of 143 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
  • Approximately 14.01% of the portfolio was purchased this quarter.
  • About 4.80% of the portfolio was sold this quarter.
  • This quarter, Peachtree Investment Partners, LLC has purchased 129 new stocks and bought additional shares in 55 stocks.
  • Peachtree Investment Partners, LLC sold shares of 45 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Apple
$41,170,126
Microsoft
$22,899,728
Visa
$14,634,997

Largest New Holdings this Quarter

464287523 - iShares Semiconductor ETF
$11,212,454 Holding
46432F396 - iShares MSCI USA Momentum Factor ETF
$5,214,424 Holding
595112103 - Micron Technology
$1,250,096 Holding
007903107 - Advanced Micro Devices
$834,783 Holding
038222105 - Applied Materials
$809,863 Holding

Largest Purchases this Quarter

iShares Semiconductor ETF
17,499 shares (about $11.21M)
Vanguard S&P 500 ETF
10,961 shares (about $7.53M)
iShares MSCI USA Momentum Factor ETF
15,210 shares (about $5.21M)
Vanguard Information Technology ETF
19,766 shares (about $2.36M)
SPDR S&P 500 ETF Trust
2,421 shares (about $1.81M)

Largest Sales this Quarter

Schwab US Dividend Equity ETF
102,635 shares (about $3.25M)
McKesson
1,871 shares (about $1.41M)
Cencora
4,033 shares (about $1.14M)
Microsoft
2,459 shares (about $917.26K)
Stryker
1,752 shares (about $551.52K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPeachtree Investment Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$41,170,126$612,575 â–²1.5%142,28013.2%Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$26,071,470$49,176 â–¼-0.2%21,7378.4%Healthcare
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$25,365,158$7,528,092 â–²42.2%36,9328.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$22,899,728$917,257 â–¼-3.9%61,3907.3%Technology
Visa Inc. stock logo
V
Visa
$14,634,997$375,001 â–¼-2.5%42,6564.7%Finance
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$11,212,454$11,212,454 â–²New Holding17,4993.6%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$10,846,148$60,807 â–²0.6%11,5943.5%Consumer Staples
The Home Depot, Inc. stock logo
HD
Home Depot
$9,742,315$530,072 â–¼-5.2%27,6243.1%Consumer Discretionary
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$9,568,150$207,845 â–¼-2.1%282,7473.1%ETF
McKesson Corporation stock logo
MCK
McKesson
$8,562,753$1,413,776 â–¼-14.2%11,3322.7%Healthcare
NVIDIA Corporation stock logo
NVDA
NVIDIA
$8,456,563$673,700 â–²8.7%42,2642.7%Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$7,783,847$237,550 â–²3.1%51,3792.5%Consumer Discretionary
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,417,624$507,903 â–²7.4%31,1222.4%Consumer Discretionary
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$7,238,425$45,171 â–¼-0.6%22,1142.3%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$7,143,417$1,807,883 â–²33.9%9,5662.3%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$6,718,024$53,929 â–¼-0.8%13,0802.2%Finance
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$5,214,424$5,214,424 â–²New Holding15,2101.7%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$4,903,293$497,395 â–²11.3%166,6091.6%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,602,458$360,935 â–²8.5%12,8791.5%Communication Services
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$3,053,899$294,958 â–¼-8.8%105,4521.0%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$3,030,302$54,415 â–¼-1.8%8,5761.0%Communication Services
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,760,763$1,644,025 â–²147.2%3,6860.9%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$2,665,807$2,362,461 â–²778.8%22,3040.9%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$2,610,871$306,717 â–²13.3%6,9120.8%Technology
Corning Incorporated stock logo
GLW
Corning
$2,499,094$387,993 â–²18.4%9,7840.8%Technology
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$2,333,288$168,082 â–¼-6.7%4,5810.7%Industrials
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$2,290,801$3,254,566 â–¼-58.7%72,2420.7%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,272,617$267,695 â–¼-10.5%8,9480.7%Healthcare
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$2,210,239$107,724 â–¼-4.6%9,8690.7%Industrials
Cencora, Inc. stock logo
COR
Cencora
$2,204,096$1,141,240 â–¼-34.1%7,7890.7%Healthcare
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,136,165$150,617 â–¼-6.6%4,2690.7%Finance
Ross Stores, Inc. stock logo
ROST
Ross Stores
$1,838,854$222,646 â–²13.8%8,6390.6%Consumer Discretionary
KIMBERLY-CLARK CORP
$1,755,747$878 â–²0.1%15,9950.6%COM
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$1,619,7620.0%10,0270.5%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,484,878$355,774 â–²31.5%1,3940.5%Industrials
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,250,096$1,250,096 â–²New Holding1,0830.4%Technology
PALANTIR TECHNOLOGIES INC
$1,132,166$157,505 â–¼-12.2%9,7040.4%CL A
McDonald's Corporation stock logo
MCD
McDonald's
$1,095,267$21,895 â–¼-2.0%4,0520.4%Consumer Discretionary
GE VERNOVA INC
$1,031,865$305,564 â–²42.1%8780.3%COM
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$967,177$436,926 â–²82.4%3,1920.3%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$943,464$247,731 â–¼-20.8%10,3970.3%Healthcare
Marriott International, Inc. stock logo
MAR
Marriott International
$920,655$17,790 â–²2.0%2,4840.3%Consumer Discretionary
CocaCola Company (The) stock logo
KO
CocaCola
$895,693$46,325 â–²5.5%11,0210.3%Consumer Staples
Accenture PLC stock logo
ACN
Accenture
$886,197$51,771 â–¼-5.5%7,1210.3%Technology
GE Aerospace stock logo
GE
GE Aerospace
$864,438$246,662 â–¼-22.2%2,3130.3%Industrials
Stryker Corporation stock logo
SYK
Stryker
$847,420$551,516 â–¼-39.4%2,6920.3%Healthcare
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$834,783$834,783 â–²New Holding1,4370.3%Technology
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$811,958$619,492 â–²321.9%6,5390.3%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$809,863$809,863 â–²New Holding1,1200.3%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$779,740$77,749 â–²11.1%1,3840.2%Communication Services
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$779,043$30,352 â–¼-3.8%7700.2%Finance
WALMART INC
$738,171$34,320 â–¼-4.4%6,5170.2%COM
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$694,158$60,266 â–¼-8.0%4,7340.2%Consumer Staples
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$675,267$3,624 â–¼-0.5%8,7570.2%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$648,578$118,191 â–²22.3%1,5420.2%Consumer Discretionary
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$625,067$625,067 â–²New Holding2,0980.2%Technology
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$607,886$224,034 â–¼-26.9%2,0920.2%Industrials
Capital One Financial Corporation stock logo
COF
Capital One Financial
$567,554$8,025 â–²1.4%2,8290.2%Finance
Rollins, Inc. stock logo
ROL
Rollins
$465,366$148,179 â–¼-24.2%11,1490.1%Industrials
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$462,023$81,078 â–²21.3%1,5500.1%Technology
First Horizon Corporation stock logo
FHN
First Horizon
$440,7170.0%17,1890.1%Finance
Intel Corporation stock logo
INTC
Intel
$426,989$426,989 â–²New Holding3,0580.1%Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$424,728$66,175 â–¼-13.5%1,6880.1%Healthcare
Eaton Corporation, PLC stock logo
ETN
Eaton
$421,007$6,392 â–¼-1.5%9880.1%Industrials
PepsiCo, Inc. stock logo
PEP
PepsiCo
$387,393$13,270 â–²3.5%2,8610.1%Consumer Staples
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$386,101$77,933 â–¼-16.8%7580.1%Industrials
Duke Energy Corporation stock logo
DUK
Duke Energy
$377,202$10,253 â–²2.8%2,9800.1%Utilities
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$372,982$63,039 â–²20.3%7810.1%Technology
SANDISK CORP
$368,344$368,344 â–²New Holding1620.1%COM
SOUTHSTATE BK CORP
$357,1050.0%3,5750.1%COM
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$347,701$14,426 â–²4.3%9400.1%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$340,247$12,159 â–²3.7%4,7290.1%Consumer Staples
iShares Dow Jones U.S. ETF stock logo
IYY
iShares Dow Jones U.S. ETF
$339,538$729 â–²0.2%1,8630.1%ETF
NIKE, Inc. stock logo
NKE
NIKE
$331,497$50,248 â–¼-13.2%8,0750.1%Consumer Discretionary
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$319,550$52,488 â–²19.7%9680.1%Finance
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$318,450$318,450 â–²New Holding3300.1%Technology
Curtiss-Wright Corporation stock logo
CW
Curtiss-Wright
$310,812$310,812 â–²New Holding4100.1%Industrials
Morgan Stanley stock logo
MS
Morgan Stanley
$303,730$303,730 â–²New Holding1,4530.1%Finance
Truist Financial Corporation stock logo
TFC
Truist Financial
$301,858$498 â–²0.2%6,0590.1%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$298,421$100,974 â–¼-25.3%1,0610.1%Technology
Consolidated Edison Inc stock logo
ED
Consolidated Edison
$293,706$1,991 â–²0.7%2,6550.1%Utilities
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$290,100$22,969 â–¼-7.3%9220.1%Industrials
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$289,759$35,208 â–²13.8%2,2550.1%Healthcare
American Express Company stock logo
AXP
American Express
$284,697$108,198 â–¼-27.5%8420.1%Finance
Vanguard Total Corporate Bond ETF stock logo
VTC
Vanguard Total Corporate Bond ETF
$278,9000.0%3,6320.1%ETF
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$276,505$4,635 â–¼-1.6%1,7300.1%Consumer Discretionary
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$262,736$1,264 â–²0.5%1,6630.1%ETF
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$257,444$257,444 â–²New Holding3240.1%Consumer Staples
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$254,551$67,045 â–¼-20.8%6910.1%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$253,502$253,502 â–²New Holding6100.1%Healthcare
HONEYWELL INTL INC
$253,047$253,047 â–²New Holding1,1300.1%COM
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$243,555$243,555 â–²New Holding1,0890.1%Real Estate
Cintas Corporation stock logo
CTAS
Cintas
$241,474$23,807 â–¼-9.0%1,4200.1%Industrials
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$240,663$61,309 â–¼-20.3%8950.1%Industrials
The Boeing Company stock logo
BA
Boeing
$237,639$237,639 â–²New Holding1,0980.1%Industrials
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$234,570$234,570 â–²New Holding1,9970.1%Technology
Citigroup Inc. stock logo
C
Citigroup
$233,402$233,402 â–²New Holding1,6680.1%Finance
Chevron Corporation stock logo
CVX
Chevron
$229,706$131,426 â–¼-36.4%1,3860.1%Energy
Amgen Inc. stock logo
AMGN
Amgen
$227,465$13,039 â–²6.1%6280.1%Healthcare
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$225,632$13,637 â–²6.4%2,7300.1%Finance

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