Peachtree Investment Partners, LLC 13F Holdings Tracker

CIK: 0001743863

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%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "P"

Personality snowflake

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

Peachtree Investment Partners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.050 — mathematically equivalent to about 20 equally-sized positions, well below its 129 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes vary widely across the portfolio (a coefficient of variation of 2.35), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

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

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAPL	Apple INC	Stock-Tech	13.56%	+0.61%	-2.35%
2	MSFT	Microsoft CORP	Stock-Tech	9.01%	-2.10%	-7.73%
3	LLY	Eli Lilly & Co	Stock-Healthcare	7.63%	-0.46%	-4.01%
4	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	5.91%	-0.38%	-14.05%
5	V	Visa Inc-class A Shares	Stock-Financials	5.04%	-0.43%	-6.96%
6	COST	Costco Wholesale CORP	Stock-Consumer Staples	4.38%	+0.91%	-4.99%
7	MCK	Mckesson CORP	Stock-Healthcare	4.35%	+0.64%	-3.08%
8	HD	Home Depot INC	Stock-Consumer Disc	3.65%	+0.18%	-4.15%
9	SCHG	Schwab US Large-cap Growth	ETF-Other	3.21%	-1.86%	-38.28%
10	TJX	Tjx Companies INC	Stock-Consumer Disc	3.03%	—	-1.18%
11	NVDA	Nvidia CORP	Stock-Tech	2.59%	+0.19%	+0.16%
12	MA	Mastercard INC - A	Stock-Financials	2.51%	-0.19%	-7.42%
13	JPM	Jpmorgan Chase & Co	Stock-Financials	2.49%	+0.03%	-3.19%
14	AMZN	Amazon.com INC	Stock-Consumer Disc	2.30%	-0.14%	-8.90%
15	SCHD	Schwab US Dvd Equity ETF	ETF-Other	2.04%	+1.96%	+1893.35%
16	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.77%	+0.13%	-1.43%
17	SCHX	Schwab US Large-cap ETF	ETF-Other	1.46%	-1.92%	-60.47%
18	COR	Cencora INC	Stock-Healthcare	1.42%	+0.06%	-2.39%
19	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.30%	+0.01%	-4.67%
20	NOC	Northrop Grumman CORP	Stock-Industrials	1.28%	+0.41%	+6.67%
21	SCHB	Schwab US Broad Market ETF	ETF-Other	1.11%	+0.45%	+52.27%
22	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.95%	—	-4.58%
23	JNJ	Johnson & Johnson	Stock-Healthcare	0.93%	+0.30%	+9.24%
24	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.83%	+0.02%	-5.36%
25	ADP	Automatic Data Processing	Stock-Tech	0.80%	-0.16%	-7.94%
26	AVGO	Broadcom INC	Stock-Tech	0.72%	-0.15%	-19.57%
27	VGT	Vanguard Info Tech ETF	ETF-Tech	0.67%	—	-6.62%
28	ROST	Ross Stores INC	Stock-Consumer Disc	0.63%	+0.20%	+6.67%
29	PLTR	Palantir Technologies Inc-a	Stock-Tech	0.62%	-0.57%	-45.05%
30	KMB	Kimberly-clark CORP	Stock-Consumer Staples	0.59%	+0.59%	NEW
31	ACN	Accenture plc	Stock-Tech	0.57%	-0.12%	-2.96%
32	SYK	Stryker CORP	Stock-Healthcare	0.56%	—	+1.28%
33	ABT	Abbott Laboratories	Stock-Healthcare	0.51%	-0.05%	-2.89%
34	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.49%	—	+1.20%
35	XOM	Exxon Mobil CORP	Stock-Energy	0.47%	+0.32%	+89.07%
36	SPMO	Invesco S&p 500 Momentum ETF	ETF-Large Cap & Growth	0.43%	—	+4.61%
37	GLW	Corning INC	Stock-Tech	0.43%	+0.32%	+110.90%
38	LHX	L3harris Technologies INC	Stock-Industrials	0.38%	+0.18%	+41.94%
39	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.37%	—	+31.13%
40	WMT	Walmart INC	Stock-Consumer Staples	0.32%	—	+13.55%
41	GE	General Electric	Stock-Industrials	0.32%	—	-8.83%
42	MAR	Marriott International -cl A	Stock-Consumer Disc	0.30%	—	+1.58%
43	KO	Coca-cola Co/the	Stock-Consumer Staples	0.30%	—	+8.30%
44	ROL	Rollins INC	Stock-Consumer Disc	0.30%	-0.10%	-26.20%
45	CAT	Caterpillar INC	Stock-Industrials	0.29%	—	+2.32%
46	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.28%	—	-8.17%
47	META	Meta Platforms Inc-class A	Stock-Comm Services	0.27%	-0.16%	-36.91%
48	GS	Goldman Sachs Group INC	Stock-Financials	0.26%	-0.09%	-32.66%
49	IWF	Ishares Russell 1000 Growth	ETF-Other	0.25%	—	-1.52%
50	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.23%	—	-1.39%

1–50 of 129

Portfolio Performance

Performance for Q3 2026

+6.3%

Performance Last 4 Quarters

+17.1%

Based on 69% of reported portfolio value with available pricing

Stdev: +12.5%
Beta: +0.87
Alpha: -0.9%
Max Drawdown: -7.1%
Annualized Perf: +15.3%
Batting Avg vs S&P: +36.1%
Sortino: +2.32
Stutzer: +0.35
Treynor: +0.17
Sterling: +0.9
Calmar: +2.15
Information Ratio: -0.61
Tracking Error: +5.5%
Stdev Down: +6.5%
Winning Months %: +58.3%
Losing Months %: +41.7%
Best 12 Months: +32.5%
Worst 12 Months: +5.3%
Efficiency Ratio: +0.5
Sharpe: +1.21
Stdev Sectors: +10.6%
Skewness: 0
Kurtosis: +0.04
Upside Potential: +3.9

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	129	$262.4M	25	1AAPL 2MSFT 3LLY Top holdings2026-03-31 1.AAPL 2.MSFT 3.LLY 4.VOO 5.V 6.COST 7.MCK 8.HD 9.SCHG 10.TJX
2025-12-31	127	$301.3M	16	1AAPL 2MSFT 3LLY Top holdings2025-12-31 1.AAPL 2.MSFT 3.LLY 4.VOO 5.V 6.SCHG 7.MCK 8.COST 9.HD 10.SCHX
2025-09-30	128	$288.4M	28	1MSFT 2AAPL 3VOO Top holdings2025-09-30 1.MSFT 2.AAPL 3.VOO 4.LLY 5.V 6.SCHG 7.HD 8.COST 9.MCK 10.MA
2025-06-30	126	$262.1M	0	1MSFT 2AAPL 3LLY Top holdings2025-06-30 1.MSFT 2.AAPL 3.LLY 4.V 5.COST 6.VOO 7.HD 8.MCK 9.SCHG 10.MA
2025-03-31	125	$253.1M	100	1AAPL 2MSFT 3LLY Top holdings2025-03-31 1.AAPL 2.MSFT 3.LLY 4.V 5.COST 6.VOO 7.HD 8.SCHG 9.MCK 10.MA
2024-12-31	114	$266.9M	0	1AAPL 2MSFT 3LLY Top holdings2024-12-31 1.AAPL 2.MSFT 3.LLY 4.VOO 5.V 6.SCHG 7.COST 8.HD 9.MCK 10.MA
2024-09-30	113	$265.9M	0	1AAPL 2MSFT 3LLY Top holdings2024-09-30 1.AAPL 2.MSFT 3.LLY 4.VOO 5.V 6.SCHG 7.HD 8.COST 9.MCK 10.MA
2024-06-30	97	$254.9M	0	1MSFT 2AAPL 3LLY Top holdings2024-06-30 1.MSFT 2.AAPL 3.LLY 4.VOO 5.V 6.COST 7.SCHG 8.HD 9.MCK 10.MA
2024-03-31	98	$247.4M	0	1MSFT 2AAPL 3LLY Top holdings2024-03-31 1.MSFT 2.AAPL 3.LLY 4.VOO 5.V 6.HD 7.SCHG 8.COST 9.MCK 10.ACN
2023-12-31	104	$243.7M	0	1AAPL 2MSFT 3LLY Top holdings2023-12-31 1.AAPL 2.MSFT 3.LLY 4.V 5.VOO 6.HD 7.COST 8.SCHG 9.ACN 10.MCK
2023-09-30	102	$195.9M	0	1AAPL 2MSFT 3LLY Top holdings2023-09-30 1.AAPL 2.MSFT 3.LLY 4.V 5.HD 6.COST 7.ACN 8.MCK 9.MA 10.TJX
2023-06-30	107	$219.0M	0	1AAPL 2MSFT 3V Top holdings2023-06-30 1.AAPL 2.MSFT 3.V 4.LLY 5.HD 6.SCHG 7.COST 8.ACN 9.MCK 10.MA
2023-03-31	92	$160.0M	0	1AAPL 2MSFT 3V Top holdings2023-03-31 1.AAPL 2.MSFT 3.V 4.HD 5.COST 6.ACN 7.MA 8.TJX 9.ADP 10.NOC
2022-12-31	97	$163.8M	0	1AAPL 2MSFT 3HD Top holdings2022-12-31 1.AAPL 2.MSFT 3.HD 4.V 5.LLY 6.COST 7.ACN 8.NOC 9.MA 10.ADP
2022-09-30	90	$148.8M	0	1AAPL 2MSFT 3V Top holdings2022-09-30 1.AAPL 2.MSFT 3.V 4.HD 5.COST 6.ACN 7.ADP 8.LLY 9.MA 10.UNH
2022-06-30	96	$160.3M	0	1AAPL 2MSFT 3V Top holdings2022-06-30 1.AAPL 2.MSFT 3.V 4.HD 5.ACN 6.COST 7.MA 8.LLY 9.ADP 10.UNH
2022-03-31	101	$217.7M	0	1AAPL 2MSFT 3V Top holdings2022-03-31 1.AAPL 2.MSFT 3.V 4.HD 5.COST 6.ACN 7.SCHG 8.MA 9.VOO 10.AMZN
2021-12-31	110	$238.4M	0	1AAPL 2MSFT 3SCHG Top holdings2021-12-31 1.AAPL 2.MSFT 3.SCHG 4.HD 5.V 6.ACN 7.COST 8.ZTS 9.MA 10.AMZN
2021-09-30	91	$204.5M	0	1AAPL 2MSFT 3SCHG Top holdings2021-09-30 1.AAPL 2.MSFT 3.SCHG 4.V 5.MA 6.HD 7.ACN 8.AMZN 9.COST 10.TJX
2021-06-30	94	$204.9M	100	1AAPL 2MSFT 3SCHG Top holdings2021-06-30 1.AAPL 2.MSFT 3.SCHG 4.V 5.MA 6.HD 7.ACN 8.AMZN 9.PYPL 10.TJX
2021-03-31	91	$174.0M	15	1AAPL 2MSFT 3MA Top holdings2021-03-31 1.AAPL 2.MSFT 3.MA 4.V 5.SCHG 6.HD 7.ACN 8.GPN 9.AMZN 10.TJX
2020-12-31	100	$171.8M	23	1AAPL 2MSFT 3MA Top holdings2020-12-31 1.AAPL 2.MSFT 3.MA 4.V 5.SCHG 6.HD 7.ACN 8.GPN 9.AMZN 10.TJX
2020-09-30	75	$145.3M	39	1AAPL 2MSFT 3MA Top holdings2020-09-30 1.AAPL 2.MSFT 3.MA 4.V 5.HD 6.ACN 7.AMZN 8.GPN 9.LMT 10.TJX
2020-06-30	70	$121.8M	51	1MSFT 2AAPL 3V Top holdings2020-06-30 1.MSFT 2.AAPL 3.V 4.SCHG 5.HD 6.GPN 7.ACN 8.NOC 9.AMZN 10.TJX
2020-03-31	68	$99.9M	39	1MSFT 2V 3MA Top holdings2020-03-31 1.MSFT 2.V 3.MA 4.AAPL 5.HD 6.LMT 7.GPN 8.NOC 9.ACN 10.TJX
2019-12-31	86	$144.9M	29	1V 2MSFT 3MA Top holdings2019-12-31 1.V 2.MSFT 3.MA 4.AAPL 5.GPN 6.HD 7.ACN 8.LMT 9.NOC 10.TJX
2019-09-30	64	$125.6M	19	1V 2MA 3MSFT Top holdings2019-09-30 1.V 2.MA 3.MSFT 4.HD 5.GPN 6.NOC 7.ACN 8.LMT 9.BA 10.AAPL
2019-06-30	68	$127.2M	29	1V 2MA 3MSFT Top holdings2019-06-30 1.V 2.MA 3.MSFT 4.HD 5.GPN 6.BA 7.ACN 8.LMT 9.NOC 10.AAPL
2019-03-31	66	$118.5M	31	1V 2MA 3MSFT Top holdings2019-03-31 1.V 2.MA 3.MSFT 4.UNH 5.BA 6.HD 7.ROL 8.ACN 9.AAPL 10.LMT
2018-12-31	53	$88.1M	—	1V 2MA 3UNH Top holdings2018-12-31 1.V 2.MA 3.UNH 4.MSFT 5.HD 6.ROL 7.BA 8.NOC 9.LMT 10.TJX

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
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SCHD	Schwab US Dvd Equity ETF	+2%	+1893.35%	Add
2	COST	Costco Wholesale CORP	+0.9%	-4.99%	Trim
3	MCK	Mckesson CORP	+0.6%	-3.08%	Trim
4	AAPL	Apple INC	+0.6%	-2.35%	Trim
5	SCHB	Schwab US Broad Market ETF	+0.5%	+52.27%	Add
6	NOC	Northrop Grumman CORP	+0.4%	+6.67%	Add
7	GLW	Corning INC	+0.3%	+110.90%	Add
8	XOM	Exxon Mobil CORP	+0.3%	+89.07%	Add
9	JNJ	Johnson & Johnson	+0.3%	+9.24%	Add
10	ROST	Ross Stores INC	+0.2%	+6.67%	Add
11	NVDA	Nvidia CORP	+0.2%	+0.16%	Add
12	HD	Home Depot INC	+0.2%	-4.15%	Trim
13	LHX	L3harris Technologies INC	+0.2%	+41.94%	Add
14	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.1%	-1.43%	Trim
15	GEV	GE Vernova INC	+0.1%	+48.56%	Add
16	LMT	Lockheed Martin CORP	+0.1%	+37.20%	Add
17	COR	Cencora INC	+0.1%	-2.39%	Trim
18	JPM	Jpmorgan Chase & Co	0%	-3.19%	Trim
19	BRK-B	Berkshire Hathaway Inc-cl B	0%	-5.36%	Trim
20	GOOGL	Alphabet Inc-cl A	0%	-4.67%	Trim
21	GOOG	Alphabet Inc-cl C	—	-4.58%	Trim
22	VGT	Vanguard Info Tech ETF	—	-6.62%	Trim
23	ABT	Abbott Laboratories	-0.1%	-2.89%	Trim
24	COF	Capital One Financial CORP	-0.1%	-17.92%	Trim
25	GS	Goldman Sachs Group INC	-0.1%	-32.66%	Trim
26	ROL	Rollins INC	-0.1%	-26.20%	Trim
27	ACN	Accenture plc	-0.1%	-2.96%	Trim
28	IBM	Intl Business Machines CORP	-0.1%	-43.81%	Trim
29	AMZN	Amazon.com INC	-0.1%	-8.90%	Trim
30	AVGO	Broadcom INC	-0.2%	-19.57%	Trim
31	ADP	Automatic Data Processing	-0.2%	-7.94%	Trim
32	META	Meta Platforms Inc-class A	-0.2%	-36.91%	Trim
33	MA	Mastercard INC - A	-0.2%	-7.42%	Trim
34	VOO	Vanguard S&p 500 ETF	-0.4%	-14.05%	Trim
35	V	Visa Inc-class A Shares	-0.4%	-6.96%	Trim
36	LLY	Eli Lilly & Co	-0.5%	-4.01%	Trim
37	PLTR	Palantir Technologies Inc-a	-0.6%	-45.05%	Trim
38	SCHG	Schwab US Large-cap Growth	-1.9%	-38.28%	Trim
39	SCHX	Schwab US Large-cap ETF	-1.9%	-60.47%	Trim
40	MSFT	Microsoft CORP	-2.1%	-7.73%	Trim
41	KMB	Kimberly-clark CORP	—	NEW	New buy
42	MNST	Monster Beverage CORP	—	EXIT	Sold out
43	CVX	Chevron CORP	—	NEW	New buy
44	C	Citigroup INC	—	EXIT	Sold out
45	IWY	Ishares Russell Top 200 Grow	—	EXIT	Sold out
46	HWM	Howmet Aerospace INC	—	NEW	New buy
47	RSG	Republic Services INC	—	EXIT	Sold out
48	T	At&t INC	—	NEW	New buy
49	RTX	Rtx CORP	—	NEW	New buy
50	TSM	Taiwan Semiconductor-sp Adr	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-08	13F-HR	View on EDGAR
2025-12-31	2026-02-11	13F-HR	View on EDGAR
2025-09-30	2025-10-31	13F-HR	View on EDGAR
2025-06-30	2025-08-12	13F-HR	View on EDGAR
2025-03-31	2025-05-12	13F-HR	View on EDGAR
2024-12-31	2025-02-13	13F-HR	View on EDGAR
2024-09-30	2024-11-12	13F-HR	View on EDGAR
2024-06-30	2024-08-12	13F-HR	View on EDGAR
2024-03-31	2024-05-10	13F-HR	View on EDGAR
2023-12-31	2024-02-12	13F-HR	View on EDGAR
2023-09-30	2023-11-13	13F-HR	View on EDGAR
2023-06-30	2023-08-14	13F-HR	View on EDGAR
2023-03-31	2023-05-15	13F-HR	View on EDGAR
2022-12-31	2023-02-14	13F-HR	View on EDGAR
2022-09-30	2022-11-08	13F-HR	View on EDGAR
2022-06-30	2022-08-16	13F-HR	View on EDGAR
2022-03-31	2022-06-08	13F-HR	View on EDGAR
2021-12-31	2022-02-11	13F-HR	View on EDGAR
2021-09-30	2021-11-08	13F-HR	View on EDGAR
2021-06-30	2021-07-27	13F-HR	View on EDGAR
2021-03-31	2021-05-05	13F-HR	View on EDGAR
2020-12-31	2021-02-16	13F-HR	View on EDGAR
2020-09-30	2020-11-03	13F-HR	View on EDGAR
2020-06-30	2020-08-13	13F-HR	View on EDGAR
2020-03-31	2020-05-15	13F-HR	View on EDGAR
2019-12-31	2020-02-04	13F-HR	View on EDGAR
2019-09-30	2019-11-14	13F-HR	View on EDGAR
2019-06-30	2019-07-17	13F-HR	View on EDGAR
2019-03-31	2019-05-14	13F-HR	View on EDGAR
2018-12-31	2019-02-19	13F-HR	View on EDGAR

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%

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Peachtree Investment Partners, LLC 13F Holdings Tracker

CIK: 0001743863

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%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "P"

Personality snowflake

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

Position sizes vary widely across the portfolio (a coefficient of variation of 2.35), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

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

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAPL	Apple INC	Stock-Tech	13.56%	+0.61%	-2.35%
2	MSFT	Microsoft CORP	Stock-Tech	9.01%	-2.10%	-7.73%
3	LLY	Eli Lilly & Co	Stock-Healthcare	7.63%	-0.46%	-4.01%
4	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	5.91%	-0.38%	-14.05%
5	V	Visa Inc-class A Shares	Stock-Financials	5.04%	-0.43%	-6.96%
6	COST	Costco Wholesale CORP	Stock-Consumer Staples	4.38%	+0.91%	-4.99%
7	MCK	Mckesson CORP	Stock-Healthcare	4.35%	+0.64%	-3.08%
8	HD	Home Depot INC	Stock-Consumer Disc	3.65%	+0.18%	-4.15%
9	SCHG	Schwab US Large-cap Growth	ETF-Other	3.21%	-1.86%	-38.28%
10	TJX	Tjx Companies INC	Stock-Consumer Disc	3.03%	—	-1.18%
11	NVDA	Nvidia CORP	Stock-Tech	2.59%	+0.19%	+0.16%
12	MA	Mastercard INC - A	Stock-Financials	2.51%	-0.19%	-7.42%
13	JPM	Jpmorgan Chase & Co	Stock-Financials	2.49%	+0.03%	-3.19%
14	AMZN	Amazon.com INC	Stock-Consumer Disc	2.30%	-0.14%	-8.90%
15	SCHD	Schwab US Dvd Equity ETF	ETF-Other	2.04%	+1.96%	+1893.35%
16	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.77%	+0.13%	-1.43%
17	SCHX	Schwab US Large-cap ETF	ETF-Other	1.46%	-1.92%	-60.47%
18	COR	Cencora INC	Stock-Healthcare	1.42%	+0.06%	-2.39%
19	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.30%	+0.01%	-4.67%
20	NOC	Northrop Grumman CORP	Stock-Industrials	1.28%	+0.41%	+6.67%
21	SCHB	Schwab US Broad Market ETF	ETF-Other	1.11%	+0.45%	+52.27%
22	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.95%	—	-4.58%
23	JNJ	Johnson & Johnson	Stock-Healthcare	0.93%	+0.30%	+9.24%
24	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.83%	+0.02%	-5.36%
25	ADP	Automatic Data Processing	Stock-Tech	0.80%	-0.16%	-7.94%
26	AVGO	Broadcom INC	Stock-Tech	0.72%	-0.15%	-19.57%
27	VGT	Vanguard Info Tech ETF	ETF-Tech	0.67%	—	-6.62%
28	ROST	Ross Stores INC	Stock-Consumer Disc	0.63%	+0.20%	+6.67%
29	PLTR	Palantir Technologies Inc-a	Stock-Tech	0.62%	-0.57%	-45.05%
30	KMB	Kimberly-clark CORP	Stock-Consumer Staples	0.59%	+0.59%	NEW
31	ACN	Accenture plc	Stock-Tech	0.57%	-0.12%	-2.96%
32	SYK	Stryker CORP	Stock-Healthcare	0.56%	—	+1.28%
33	ABT	Abbott Laboratories	Stock-Healthcare	0.51%	-0.05%	-2.89%
34	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.49%	—	+1.20%
35	XOM	Exxon Mobil CORP	Stock-Energy	0.47%	+0.32%	+89.07%
36	SPMO	Invesco S&p 500 Momentum ETF	ETF-Large Cap & Growth	0.43%	—	+4.61%
37	GLW	Corning INC	Stock-Tech	0.43%	+0.32%	+110.90%
38	LHX	L3harris Technologies INC	Stock-Industrials	0.38%	+0.18%	+41.94%
39	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.37%	—	+31.13%
40	WMT	Walmart INC	Stock-Consumer Staples	0.32%	—	+13.55%
41	GE	General Electric	Stock-Industrials	0.32%	—	-8.83%
42	MAR	Marriott International -cl A	Stock-Consumer Disc	0.30%	—	+1.58%
43	KO	Coca-cola Co/the	Stock-Consumer Staples	0.30%	—	+8.30%
44	ROL	Rollins INC	Stock-Consumer Disc	0.30%	-0.10%	-26.20%
45	CAT	Caterpillar INC	Stock-Industrials	0.29%	—	+2.32%
46	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.28%	—	-8.17%
47	META	Meta Platforms Inc-class A	Stock-Comm Services	0.27%	-0.16%	-36.91%
48	GS	Goldman Sachs Group INC	Stock-Financials	0.26%	-0.09%	-32.66%
49	IWF	Ishares Russell 1000 Growth	ETF-Other	0.25%	—	-1.52%
50	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.23%	—	-1.39%

1–50 of 129

Portfolio Performance

Performance for Q3 2026

+6.3%

Performance Last 4 Quarters

+17.1%

Based on 69% of reported portfolio value with available pricing

Stdev: +12.5%
Beta: +0.87
Alpha: -0.9%
Max Drawdown: -7.1%
Annualized Perf: +15.3%
Batting Avg vs S&P: +36.1%
Sortino: +2.32
Stutzer: +0.35
Treynor: +0.17
Sterling: +0.9
Calmar: +2.15
Information Ratio: -0.61
Tracking Error: +5.5%
Stdev Down: +6.5%
Winning Months %: +58.3%
Losing Months %: +41.7%
Best 12 Months: +32.5%
Worst 12 Months: +5.3%
Efficiency Ratio: +0.5
Sharpe: +1.21
Stdev Sectors: +10.6%
Skewness: 0
Kurtosis: +0.04
Upside Potential: +3.9

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	129	$262.4M	25	1AAPL 2MSFT 3LLY Top holdings2026-03-31 1.AAPL 2.MSFT 3.LLY 4.VOO 5.V 6.COST 7.MCK 8.HD 9.SCHG 10.TJX
2025-12-31	127	$301.3M	16	1AAPL 2MSFT 3LLY Top holdings2025-12-31 1.AAPL 2.MSFT 3.LLY 4.VOO 5.V 6.SCHG 7.MCK 8.COST 9.HD 10.SCHX
2025-09-30	128	$288.4M	28	1MSFT 2AAPL 3VOO Top holdings2025-09-30 1.MSFT 2.AAPL 3.VOO 4.LLY 5.V 6.SCHG 7.HD 8.COST 9.MCK 10.MA
2025-06-30	126	$262.1M	0	1MSFT 2AAPL 3LLY Top holdings2025-06-30 1.MSFT 2.AAPL 3.LLY 4.V 5.COST 6.VOO 7.HD 8.MCK 9.SCHG 10.MA
2025-03-31	125	$253.1M	100	1AAPL 2MSFT 3LLY Top holdings2025-03-31 1.AAPL 2.MSFT 3.LLY 4.V 5.COST 6.VOO 7.HD 8.SCHG 9.MCK 10.MA
2024-12-31	114	$266.9M	0	1AAPL 2MSFT 3LLY Top holdings2024-12-31 1.AAPL 2.MSFT 3.LLY 4.VOO 5.V 6.SCHG 7.COST 8.HD 9.MCK 10.MA
2024-09-30	113	$265.9M	0	1AAPL 2MSFT 3LLY Top holdings2024-09-30 1.AAPL 2.MSFT 3.LLY 4.VOO 5.V 6.SCHG 7.HD 8.COST 9.MCK 10.MA
2024-06-30	97	$254.9M	0	1MSFT 2AAPL 3LLY Top holdings2024-06-30 1.MSFT 2.AAPL 3.LLY 4.VOO 5.V 6.COST 7.SCHG 8.HD 9.MCK 10.MA
2024-03-31	98	$247.4M	0	1MSFT 2AAPL 3LLY Top holdings2024-03-31 1.MSFT 2.AAPL 3.LLY 4.VOO 5.V 6.HD 7.SCHG 8.COST 9.MCK 10.ACN
2023-12-31	104	$243.7M	0	1AAPL 2MSFT 3LLY Top holdings2023-12-31 1.AAPL 2.MSFT 3.LLY 4.V 5.VOO 6.HD 7.COST 8.SCHG 9.ACN 10.MCK
2023-09-30	102	$195.9M	0	1AAPL 2MSFT 3LLY Top holdings2023-09-30 1.AAPL 2.MSFT 3.LLY 4.V 5.HD 6.COST 7.ACN 8.MCK 9.MA 10.TJX
2023-06-30	107	$219.0M	0	1AAPL 2MSFT 3V Top holdings2023-06-30 1.AAPL 2.MSFT 3.V 4.LLY 5.HD 6.SCHG 7.COST 8.ACN 9.MCK 10.MA
2023-03-31	92	$160.0M	0	1AAPL 2MSFT 3V Top holdings2023-03-31 1.AAPL 2.MSFT 3.V 4.HD 5.COST 6.ACN 7.MA 8.TJX 9.ADP 10.NOC
2022-12-31	97	$163.8M	0	1AAPL 2MSFT 3HD Top holdings2022-12-31 1.AAPL 2.MSFT 3.HD 4.V 5.LLY 6.COST 7.ACN 8.NOC 9.MA 10.ADP
2022-09-30	90	$148.8M	0	1AAPL 2MSFT 3V Top holdings2022-09-30 1.AAPL 2.MSFT 3.V 4.HD 5.COST 6.ACN 7.ADP 8.LLY 9.MA 10.UNH
2022-06-30	96	$160.3M	0	1AAPL 2MSFT 3V Top holdings2022-06-30 1.AAPL 2.MSFT 3.V 4.HD 5.ACN 6.COST 7.MA 8.LLY 9.ADP 10.UNH
2022-03-31	101	$217.7M	0	1AAPL 2MSFT 3V Top holdings2022-03-31 1.AAPL 2.MSFT 3.V 4.HD 5.COST 6.ACN 7.SCHG 8.MA 9.VOO 10.AMZN
2021-12-31	110	$238.4M	0	1AAPL 2MSFT 3SCHG Top holdings2021-12-31 1.AAPL 2.MSFT 3.SCHG 4.HD 5.V 6.ACN 7.COST 8.ZTS 9.MA 10.AMZN
2021-09-30	91	$204.5M	0	1AAPL 2MSFT 3SCHG Top holdings2021-09-30 1.AAPL 2.MSFT 3.SCHG 4.V 5.MA 6.HD 7.ACN 8.AMZN 9.COST 10.TJX
2021-06-30	94	$204.9M	100	1AAPL 2MSFT 3SCHG Top holdings2021-06-30 1.AAPL 2.MSFT 3.SCHG 4.V 5.MA 6.HD 7.ACN 8.AMZN 9.PYPL 10.TJX
2021-03-31	91	$174.0M	15	1AAPL 2MSFT 3MA Top holdings2021-03-31 1.AAPL 2.MSFT 3.MA 4.V 5.SCHG 6.HD 7.ACN 8.GPN 9.AMZN 10.TJX
2020-12-31	100	$171.8M	23	1AAPL 2MSFT 3MA Top holdings2020-12-31 1.AAPL 2.MSFT 3.MA 4.V 5.SCHG 6.HD 7.ACN 8.GPN 9.AMZN 10.TJX
2020-09-30	75	$145.3M	39	1AAPL 2MSFT 3MA Top holdings2020-09-30 1.AAPL 2.MSFT 3.MA 4.V 5.HD 6.ACN 7.AMZN 8.GPN 9.LMT 10.TJX
2020-06-30	70	$121.8M	51	1MSFT 2AAPL 3V Top holdings2020-06-30 1.MSFT 2.AAPL 3.V 4.SCHG 5.HD 6.GPN 7.ACN 8.NOC 9.AMZN 10.TJX
2020-03-31	68	$99.9M	39	1MSFT 2V 3MA Top holdings2020-03-31 1.MSFT 2.V 3.MA 4.AAPL 5.HD 6.LMT 7.GPN 8.NOC 9.ACN 10.TJX
2019-12-31	86	$144.9M	29	1V 2MSFT 3MA Top holdings2019-12-31 1.V 2.MSFT 3.MA 4.AAPL 5.GPN 6.HD 7.ACN 8.LMT 9.NOC 10.TJX
2019-09-30	64	$125.6M	19	1V 2MA 3MSFT Top holdings2019-09-30 1.V 2.MA 3.MSFT 4.HD 5.GPN 6.NOC 7.ACN 8.LMT 9.BA 10.AAPL
2019-06-30	68	$127.2M	29	1V 2MA 3MSFT Top holdings2019-06-30 1.V 2.MA 3.MSFT 4.HD 5.GPN 6.BA 7.ACN 8.LMT 9.NOC 10.AAPL
2019-03-31	66	$118.5M	31	1V 2MA 3MSFT Top holdings2019-03-31 1.V 2.MA 3.MSFT 4.UNH 5.BA 6.HD 7.ROL 8.ACN 9.AAPL 10.LMT
2018-12-31	53	$88.1M	—	1V 2MA 3UNH Top holdings2018-12-31 1.V 2.MA 3.UNH 4.MSFT 5.HD 6.ROL 7.BA 8.NOC 9.LMT 10.TJX

Holding changes this quarter

Position changes disclosed by Peachtree Investment Partners, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SCHD	Schwab US Dvd Equity ETF	+2%	+1893.35%	Add
2	COST	Costco Wholesale CORP	+0.9%	-4.99%	Trim
3	MCK	Mckesson CORP	+0.6%	-3.08%	Trim
4	AAPL	Apple INC	+0.6%	-2.35%	Trim
5	SCHB	Schwab US Broad Market ETF	+0.5%	+52.27%	Add
6	NOC	Northrop Grumman CORP	+0.4%	+6.67%	Add
7	GLW	Corning INC	+0.3%	+110.90%	Add
8	XOM	Exxon Mobil CORP	+0.3%	+89.07%	Add
9	JNJ	Johnson & Johnson	+0.3%	+9.24%	Add
10	ROST	Ross Stores INC	+0.2%	+6.67%	Add
11	NVDA	Nvidia CORP	+0.2%	+0.16%	Add
12	HD	Home Depot INC	+0.2%	-4.15%	Trim
13	LHX	L3harris Technologies INC	+0.2%	+41.94%	Add
14	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.1%	-1.43%	Trim
15	GEV	GE Vernova INC	+0.1%	+48.56%	Add
16	LMT	Lockheed Martin CORP	+0.1%	+37.20%	Add
17	COR	Cencora INC	+0.1%	-2.39%	Trim
18	JPM	Jpmorgan Chase & Co	0%	-3.19%	Trim
19	BRK-B	Berkshire Hathaway Inc-cl B	0%	-5.36%	Trim
20	GOOGL	Alphabet Inc-cl A	0%	-4.67%	Trim
21	GOOG	Alphabet Inc-cl C	—	-4.58%	Trim
22	VGT	Vanguard Info Tech ETF	—	-6.62%	Trim
23	ABT	Abbott Laboratories	-0.1%	-2.89%	Trim
24	COF	Capital One Financial CORP	-0.1%	-17.92%	Trim
25	GS	Goldman Sachs Group INC	-0.1%	-32.66%	Trim
26	ROL	Rollins INC	-0.1%	-26.20%	Trim
27	ACN	Accenture plc	-0.1%	-2.96%	Trim
28	IBM	Intl Business Machines CORP	-0.1%	-43.81%	Trim
29	AMZN	Amazon.com INC	-0.1%	-8.90%	Trim
30	AVGO	Broadcom INC	-0.2%	-19.57%	Trim
31	ADP	Automatic Data Processing	-0.2%	-7.94%	Trim
32	META	Meta Platforms Inc-class A	-0.2%	-36.91%	Trim
33	MA	Mastercard INC - A	-0.2%	-7.42%	Trim
34	VOO	Vanguard S&p 500 ETF	-0.4%	-14.05%	Trim
35	V	Visa Inc-class A Shares	-0.4%	-6.96%	Trim
36	LLY	Eli Lilly & Co	-0.5%	-4.01%	Trim
37	PLTR	Palantir Technologies Inc-a	-0.6%	-45.05%	Trim
38	SCHG	Schwab US Large-cap Growth	-1.9%	-38.28%	Trim
39	SCHX	Schwab US Large-cap ETF	-1.9%	-60.47%	Trim
40	MSFT	Microsoft CORP	-2.1%	-7.73%	Trim
41	KMB	Kimberly-clark CORP	—	NEW	New buy
42	MNST	Monster Beverage CORP	—	EXIT	Sold out
43	CVX	Chevron CORP	—	NEW	New buy
44	C	Citigroup INC	—	EXIT	Sold out
45	IWY	Ishares Russell Top 200 Grow	—	EXIT	Sold out
46	HWM	Howmet Aerospace INC	—	NEW	New buy
47	RSG	Republic Services INC	—	EXIT	Sold out
48	T	At&t INC	—	NEW	New buy
49	RTX	Rtx CORP	—	NEW	New buy
50	TSM	Taiwan Semiconductor-sp Adr	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-08	13F-HR	View on EDGAR
2025-12-31	2026-02-11	13F-HR	View on EDGAR
2025-09-30	2025-10-31	13F-HR	View on EDGAR
2025-06-30	2025-08-12	13F-HR	View on EDGAR
2025-03-31	2025-05-12	13F-HR	View on EDGAR
2024-12-31	2025-02-13	13F-HR	View on EDGAR
2024-09-30	2024-11-12	13F-HR	View on EDGAR
2024-06-30	2024-08-12	13F-HR	View on EDGAR
2024-03-31	2024-05-10	13F-HR	View on EDGAR
2023-12-31	2024-02-12	13F-HR	View on EDGAR
2023-09-30	2023-11-13	13F-HR	View on EDGAR
2023-06-30	2023-08-14	13F-HR	View on EDGAR
2023-03-31	2023-05-15	13F-HR	View on EDGAR
2022-12-31	2023-02-14	13F-HR	View on EDGAR
2022-09-30	2022-11-08	13F-HR	View on EDGAR
2022-06-30	2022-08-16	13F-HR	View on EDGAR
2022-03-31	2022-06-08	13F-HR	View on EDGAR
2021-12-31	2022-02-11	13F-HR	View on EDGAR
2021-09-30	2021-11-08	13F-HR	View on EDGAR
2021-06-30	2021-07-27	13F-HR	View on EDGAR
2021-03-31	2021-05-05	13F-HR	View on EDGAR
2020-12-31	2021-02-16	13F-HR	View on EDGAR
2020-09-30	2020-11-03	13F-HR	View on EDGAR
2020-06-30	2020-08-13	13F-HR	View on EDGAR
2020-03-31	2020-05-15	13F-HR	View on EDGAR
2019-12-31	2020-02-04	13F-HR	View on EDGAR
2019-09-30	2019-11-14	13F-HR	View on EDGAR
2019-06-30	2019-07-17	13F-HR	View on EDGAR
2019-03-31	2019-05-14	13F-HR	View on EDGAR
2018-12-31	2019-02-19	13F-HR	View on EDGAR