PI

Peachtree Investment Partners, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$262.4M

Reporting period: 2026-03-31 · Number of holdings: 129

Peachtree Investment Partners, LLC disclosed 129 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $262.4M and a quarterly turnover rate of 25.3%.

Personality snowflake

Concentration
20.15
Portfolio Stability
25.26
Momentum/Contrarian
100
Sector conviction
63.92
Diversification
100
Sizing Uniformity
76.46

Recent moves

  • Trim MSFT

    -7.7%　-$9.8M

  • Add SCHD

    +1893.4%　$5.1M

  • Trim SCHX

    -60.5%　-$6.4M

  • Trim SCHG

    -38.3%　-$6.9M

  • Add COST

    -5.0%　$1.0M

  • Add MCK

    -3.1%　$251.1K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AAPLApple INCStock-Tech13.56%+0.61%-2.35%
2MSFTMicrosoft CORPStock-Tech9.01%-2.10%-7.73%
3LLYEli Lilly & CoStock-Healthcare7.63%-0.46%-4.01%
4VOOVanguard S&p 500 ETFETF-Large Cap & Growth5.91%-0.38%-14.05%
5VVisa Inc-class A SharesStock-Financials5.04%-0.43%-6.96%
6COSTCostco Wholesale CORPStock-Consumer Staples4.38%+0.91%-4.99%
7MCKMckesson CORPStock-Healthcare4.35%+0.64%-3.08%
8HDHome Depot INCStock-Consumer Disc3.65%+0.18%-4.15%
9SCHGSchwab US Large-cap GrowthETF-Other3.21%-1.86%-38.28%
10TJXTjx Companies INCStock-Consumer Disc3.03%—-1.18%
11NVDANvidia CORPStock-Tech2.59%+0.19%+0.16%
12MAMastercard INC - AStock-Financials2.51%-0.19%-7.42%
13JPMJpmorgan Chase & CoStock-Financials2.49%+0.03%-3.19%
14AMZNAmazon.com INCStock-Consumer Disc2.30%-0.14%-8.90%
15SCHDSchwab US Dvd Equity ETFETF-Other2.04%+1.96%+1893.35%
16SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.77%+0.13%-1.43%
17SCHXSchwab US Large-cap ETFETF-Other1.46%-1.92%-60.47%
18CORCencora INCStock-Healthcare1.42%+0.06%-2.39%
19GOOGLAlphabet Inc-cl AStock-Comm Services1.30%+0.01%-4.67%
20NOCNorthrop Grumman CORPStock-Industrials1.28%+0.41%+6.67%
21SCHBSchwab US Broad Market ETFETF-Other1.11%+0.45%+52.27%
22GOOGAlphabet Inc-cl CStock-Comm Services0.95%—-4.58%
23JNJJohnson & JohnsonStock-Healthcare0.93%+0.30%+9.24%
24BRK-BBerkshire Hathaway Inc-cl BStock-Other0.83%+0.02%-5.36%
25ADPAutomatic Data ProcessingStock-Tech0.80%-0.16%-7.94%
26AVGOBroadcom INCStock-Tech0.72%-0.15%-19.57%
27VGTVanguard Info Tech ETFETF-Tech0.67%—-6.62%
28ROSTRoss Stores INCStock-Consumer Disc0.63%+0.20%+6.67%
29PLTRPalantir Technologies Inc-aStock-Tech0.62%-0.57%-45.05%
30KMBKimberly-clark CORPStock-Consumer Staples0.59%+0.59%NEW
31ACNAccenture plcStock-Tech0.57%-0.12%-2.96%
32SYKStryker CORPStock-Healthcare0.56%—+1.28%
33ABTAbbott LaboratoriesStock-Healthcare0.51%-0.05%-2.89%
34MCDMcdonald's CORPStock-Consumer Disc0.49%—+1.20%
35XOMExxon Mobil CORPStock-Energy0.47%+0.32%+89.07%
36SPMOInvesco S&p 500 Momentum ETFETF-Large Cap & Growth0.43%—+4.61%
37GLWCorning INCStock-Tech0.43%+0.32%+110.90%
38LHXL3harris Technologies INCStock-Industrials0.38%+0.18%+41.94%
39IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.37%—+31.13%
40WMTWalmart INCStock-Consumer Staples0.32%—+13.55%
41GEGeneral ElectricStock-Industrials0.32%—-8.83%
42MARMarriott International -cl AStock-Consumer Disc0.30%—+1.58%
43KOCoca-cola Co/theStock-Consumer Staples0.30%—+8.30%
44ROLRollins INCStock-Consumer Disc0.30%-0.10%-26.20%
45CATCaterpillar INCStock-Industrials0.29%—+2.32%
46PGProcter & Gamble Co/theStock-Consumer Staples0.28%—-8.17%
47METAMeta Platforms Inc-class AStock-Comm Services0.27%-0.16%-36.91%
48GSGoldman Sachs Group INCStock-Financials0.26%-0.09%-32.66%
49IWFIshares Russell 1000 GrowthETF-Other0.25%—-1.52%
50IJHIshares Core S&p Midcap ETFETF-Other0.23%—-1.39%
1–50 of 129

Holding changes this quarter

Peachtree Investment Partners, LLC's most significant position changes for 2026-03-31: New buy: Kimberly-clark CORP (KMB); Sold out: Monster Beverage CORP (MNST); New buy: Chevron CORP (CVX); Sold out: Citigroup INC (C); Sold out: Ishares Russell Top 200 Grow (IWY).

Position changes disclosed by Peachtree Investment Partners, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1SCHDSchwab US Dvd Equity ETF+2%+1893.35%Add
2COSTCostco Wholesale CORP+0.9%-4.99%Trim
3MCKMckesson CORP+0.6%-3.08%Trim
4AAPLApple INC+0.6%-2.35%Trim
5SCHBSchwab US Broad Market ETF+0.5%+52.27%Add
6NOCNorthrop Grumman CORP+0.4%+6.67%Add
7GLWCorning INC+0.3%+110.90%Add
8XOMExxon Mobil CORP+0.3%+89.07%Add
9JNJJohnson & Johnson+0.3%+9.24%Add
10ROSTRoss Stores INC+0.2%+6.67%Add
11NVDANvidia CORP+0.2%+0.16%Add
12HDHome Depot INC+0.2%-4.15%Trim
13LHXL3harris Technologies INC+0.2%+41.94%Add
14SPYSs Spdr S&p 500 ETF Trust-us+0.1%-1.43%Trim
15GEVGE Vernova INC+0.1%+48.56%Add
16LMTLockheed Martin CORP+0.1%+37.20%Add
17CORCencora INC+0.1%-2.39%Trim
18JPMJpmorgan Chase & Co0%-3.19%Trim
19BRK-BBerkshire Hathaway Inc-cl B0%-5.36%Trim
20GOOGLAlphabet Inc-cl A0%-4.67%Trim
21GOOGAlphabet Inc-cl C—-4.58%Trim
22VGTVanguard Info Tech ETF—-6.62%Trim
23ABTAbbott Laboratories-0.1%-2.89%Trim
24COFCapital One Financial CORP-0.1%-17.92%Trim
25GSGoldman Sachs Group INC-0.1%-32.66%Trim
26ROLRollins INC-0.1%-26.20%Trim
27ACNAccenture plc-0.1%-2.96%Trim
28IBMIntl Business Machines CORP-0.1%-43.81%Trim
29AMZNAmazon.com INC-0.1%-8.90%Trim
30AVGOBroadcom INC-0.2%-19.57%Trim
31ADPAutomatic Data Processing-0.2%-7.94%Trim
32METAMeta Platforms Inc-class A-0.2%-36.91%Trim
33MAMastercard INC - A-0.2%-7.42%Trim
34VOOVanguard S&p 500 ETF-0.4%-14.05%Trim
35VVisa Inc-class A Shares-0.4%-6.96%Trim
36LLYEli Lilly & Co-0.5%-4.01%Trim
37PLTRPalantir Technologies Inc-a-0.6%-45.05%Trim
38SCHGSchwab US Large-cap Growth-1.9%-38.28%Trim
39SCHXSchwab US Large-cap ETF-1.9%-60.47%Trim
40MSFTMicrosoft CORP-2.1%-7.73%Trim
41KMBKimberly-clark CORP—NEWNew buy
42MNSTMonster Beverage CORP—EXITSold out
43CVXChevron CORP—NEWNew buy
44CCitigroup INC—EXITSold out
45IWYIshares Russell Top 200 Grow—EXITSold out
46HWMHowmet Aerospace INC—NEWNew buy
47RSGRepublic Services INC—EXITSold out
48TAt&t INC—NEWNew buy
49RTXRtx CORP—NEWNew buy
50TSMTaiwan Semiconductor-sp Adr—NEWNew buy

FAQ

What is Peachtree Investment Partners, LLC and what type of investor is it?
Peachtree Investment Partners, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $262.4M, spread across 129 disclosed positions.
What are Peachtree Investment Partners, LLC's largest equity positions?
Based on the latest 13F filing, Peachtree Investment Partners, LLC's top holdings by market value are: 1. Apple INC (AAPL) — $35.6M (13.6%) 2. Microsoft CORP (MSFT) — $23.6M (9.0%) 3. Eli Lilly & Co (LLY) — $20.0M (7.6%) 4. Vanguard S&p 500 ETF (VOO) — $15.5M (5.9%) 5. Visa Inc-class A Shares (V) — $13.2M (5.0%)
What changes did Peachtree Investment Partners, LLC make in its most recent portfolio filing?
In the latest reported quarter, Peachtree Investment Partners, LLC made 50 notable position adjustments: 6 new positions were initiated, 11 existing holdings were added to, 29 positions were partially reduced, and 4 were completely exited. The largest of these moves: New buy: Kimberly-clark CORP (KMB); Sold out: Monster Beverage CORP (MNST); New buy: Chevron CORP (CVX); Sold out: Citigroup INC (C); Sold out: Ishares Russell Top 200 Grow (IWY)
What sectors does Peachtree Investment Partners, LLC focus on?
Peachtree Investment Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 35.3% • Health Care: 19.5% • Financials: 15.0% • Consumer Discretionary: 13.9% • Consumer Staples: 7.6% • Industrials: 4.2%