Peachtree Investment Partners, LLC
CIK 1743863 · View on SEC EDGAR ↗
- Portfolio value
- $311.9M
- Positions
- 143
- As of
- June 30, 2026
#5,078 of 9,443 by 13F value · top 53.8%
Portfolio value QoQ: +18.9% 13F does not disclose cash
- Top 10 holdings weight
- 57.73%
- Top 25 holdings weight
- 82.12%
- Positions above 1%
- 19
- Effective number of positions
- 20.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 5.21% Est. buys $43,695,998 · sells $14,975,759
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 79.9% still held
- New positions
- 24
- Increased
- 55
- Decreased
- 45
- Closed
- 10
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
26.7%
Healthcare
13.5%
Retail
12.4%
Financial Services
7.5%
Industrials
4.4%
Financials
3.0%
Communication Services
2.8%
Consumer Discretionary
1.0%
Consumer products
0.8%
Consumer Staples
0.5%
Utilities
0.2%
Real Estate
0.1%
Communications
0.1%
Energy
0.1%
Other/Unmapped
27.0%
Full portfolio 143 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $41,170,126 | 13.20% | 142,280 | $5,598,090 | Up ×1 | ||
| LLY Eli Lilly and Company Common Stock | $26,071,470 | 8.36% | 21,737 | $6,040,890 | Down ×6 | ||
| VOO | $25,365,158 | 8.13% | 36,932 | $9,845,940 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $22,899,728 | 7.34% | 61,390 | $-735,089 | Down ×6 | ||
| V Visa Inc. | $14,634,997 | 4.69% | 42,656 | $1,412,402 | Down ×5 | ||
| SOXX SOXX | $11,212,454 | 3.59% | 17,499 | Up ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $10,846,148 | 3.48% | 11,594 | $-641,533 | Up ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $9,742,315 | 3.12% | 27,624 | $162,594 | Down ×3 | ||
| SCHG | $9,568,150 | 3.07% | 282,747 | $1,152,805 | Down ×2 | ||
| MCK McKesson Corporation Common Stock | $8,562,753 | 2.74% | 11,332 | $-2,862,643 | Down ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $8,456,563 | 2.71% | 42,264 | $1,672,994 | Up ×5 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $7,783,847 | 2.50% | 51,379 | $-170,895 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $7,417,624 | 2.38% | 31,122 | $1,379,663 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $7,238,425 | 2.32% | 22,114 | $692,865 | Down ×2 | ||
| SPY SPY | $7,143,417 | 2.29% | 9,566 | $2,496,490 | Up ×1 | ||
| MA Mastercard Incorporated Common Stock | $6,718,024 | 2.15% | 13,080 | $130,191 | Down ×4 | ||
| MTUM | $5,214,424 | 1.67% | 15,210 | Up ×1 | |||
| SCHX | $4,903,293 | 1.57% | 166,609 | $1,064,775 | Up ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $4,602,458 | 1.48% | 12,879 | $1,189,515 | Up ×1 | ||
| SCHB | $3,053,899 | 0.98% | 105,452 | $151,399 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3,030,302 | 0.97% | 8,576 | $525,877 | Down ×2 | ||
| IVV | $2,760,763 | 0.89% | 3,686 | $1,786,932 | Up ×2 | ||
| VGT | $2,665,807 | 0.85% | 22,304 | $894,654 | Up ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $2,610,871 | 0.84% | 6,912 | $722,909 | Up ×1 | ||
| GLW Corning Incorporated Common Stock | $2,499,094 | 0.80% | 9,784 | $1,375,265 | Up ×2 | ||
| NOC Northrop Grumman Corporation Common Stock | $2,333,288 | 0.75% | 4,581 | $-1,016,889 | Down ×1 | ||
| SCHD | $2,290,801 | 0.73% | 72,242 | $-3,074,433 | Down ×1 | ||
| JNJ Johnson & Johnson Common Stock | $2,272,617 | 0.73% | 8,948 | $-172,356 | Down ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $2,210,239 | 0.71% | 9,869 | $107,340 | Down ×5 | ||
| COR Cencora, Inc. Common Stock | $2,204,096 | 0.71% | 7,789 | $-1,509,734 | Down ×2 | ||
| BRKB | $2,136,165 | 0.68% | 4,269 | $-53,779 | Down ×5 | ||
| ROST Ross Stores, Inc. - Common Stock | $1,838,854 | 0.59% | 8,639 | $194,021 | Up ×3 | ||
| KMB Kimberly-Clark Corporation - Common Stock | $1,755,747 | 0.56% | 15,995 | $213,464 | Up ×1 | ||
| SPMO | $1,619,762 | 0.52% | 10,027 | $495,635 | |||
| CAT Caterpillar, Inc. Common Stock | $1,484,878 | 0.48% | 1,394 | $733,951 | Up ×3 | ||
| MU Micron Technology, Inc. - Common Stock | $1,250,096 | 0.40% | 1,083 | Up ×1 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $1,132,166 | 0.36% | 9,704 | $-484,813 | Down ×3 | ||
| MCD McDonald's Corporation Common Stock | $1,095,267 | 0.35% | 4,052 | $-189,076 | Down ×1 | ||
| GEV GE Vernova Inc. Common Stock | $1,031,865 | 0.33% | 878 | $492,235 | Up ×2 | ||
| QQQM Invesco NASDAQ 100 ETF | $967,177 | 0.31% | 3,192 | $551,342 | Up ×1 | ||
| ABT Abbott Laboratories Common Stock | $943,464 | 0.30% | 10,397 | $-404,251 | Down ×4 | ||
| MAR Marriott International - Class A Common Stock | $920,655 | 0.30% | 2,484 | $124,035 | Up ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $895,693 | 0.29% | 11,021 | $100,903 | Up ×2 | ||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $886,197 | 0.28% | 7,121 | $-608,410 | Down ×6 | ||
| GE GE Aerospace Common Stock | $864,438 | 0.28% | 2,313 | $20,806 | Down ×2 | ||
| SYK Stryker Corporation Common Stock | $847,420 | 0.27% | 2,692 | $-612,828 | Down ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $834,783 | 0.27% | 1,437 | Up ×1 | |||
| IWF | $811,958 | 0.26% | 6,539 | $151,153 | Up ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $809,863 | 0.26% | 1,120 | Up ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $779,740 | 0.25% | 1,384 | $67,134 | Up ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $779,043 | 0.25% | 770 | $102,489 | Down ×2 | ||
| WMT Walmart Inc. - Common Stock | $738,171 | 0.24% | 6,517 | $-109,359 | Down ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $694,158 | 0.22% | 4,734 | $-49,054 | Down ×5 | ||
| IJH | $675,267 | 0.22% | 8,757 | $80,757 | Down ×4 | ||
| TSLA Tesla, Inc. - Common Stock | $648,578 | 0.21% | 1,542 | $179,790 | Up ×1 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $625,067 | 0.20% | 2,098 | Up ×1 | |||
| LHX L3Harris Technologies, Inc. Common Stock | $607,886 | 0.19% | 2,092 | $-380,227 | Down ×1 | ||
| COF Capital One Financial Corporation Common Stock | $567,554 | 0.18% | 2,829 | $58,757 | Up ×1 | ||
| ROL Rollins, Inc. Common Stock | $465,366 | 0.15% | 11,149 | $-319,696 | Down ×2 | ||
| TXN Texas Instruments Incorporated - Common Stock | $462,023 | 0.15% | 1,550 | $213,965 | Up ×4 | ||
| FHN First Horizon Corporation Common Stock | $440,717 | 0.14% | 17,189 | $49,503 | |||
| INTC Intel Corporation - Common Stock | $426,989 | 0.14% | 3,058 | Up ×1 | |||
| ABBV AbbVie Inc. Common Stock | $424,728 | 0.14% | 1,688 | $327 | Down ×2 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $421,007 | 0.13% | 988 | $62,264 | Down ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $387,393 | 0.12% | 2,861 | $-41,628 | Up ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $386,101 | 0.12% | 758 | $-164,465 | Down ×1 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $377,202 | 0.12% | 2,980 | $-2,362 | Up ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $372,982 | 0.12% | 781 | $153,652 | Up ×1 | ||
| SNDK Sandisk Corporation - Common Stock | $368,344 | 0.12% | 162 | Up ×1 | |||
| SSB SouthState Bank Corporation Common Stock | $357,105 | 0.11% | 3,575 | $26,381 | |||
| VTI | $347,701 | 0.11% | 940 | $58,617 | Up ×1 | ||
| MO Altria Group, Inc. | $340,247 | 0.11% | 4,729 | $39,344 | Up ×3 | ||
| IYY | $339,538 | 0.11% | 1,863 | $44,957 | Up ×1 | ||
| NKE Nike, Inc. Common Stock | $331,497 | 0.11% | 8,075 | $-159,661 | Down ×4 | ||
| TRV The Travelers Companies, Inc. Common Stock | $319,550 | 0.10% | 968 | $83,712 | Up ×2 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $318,450 | 0.10% | 330 | Up ×1 | |||
| CW Curtiss-Wright Corporation Common Stock | $310,812 | 0.10% | 410 | Up ×1 | |||
| MS Morgan Stanley Common Stock | $303,730 | 0.10% | 1,453 | Up ×1 | |||
| TFC Truist Financial Corporation Common Stock | $301,858 | 0.10% | 6,059 | $23,796 | Up ×2 | ||
| IBM International Business Machines Corporation Common Stock | $298,421 | 0.10% | 1,061 | $-45,664 | Down ×2 | ||
| ED Consolidated Edison, Inc. Common Stock | $293,706 | 0.09% | 2,655 | $-4,798 | Up ×2 | ||
| NSC Norfolk Southern Corporation Common Stock | $290,100 | 0.09% | 922 | $4,474 | Down ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $289,759 | 0.09% | 2,255 | $51,436 | Up ×1 | ||
| AXP American Express Company Common Stock | $284,697 | 0.09% | 842 | $-66,887 | Down ×2 | ||
| VTC Vanguard Total Corporate Bond ETF | $278,900 | 0.09% | 3,632 | $-109 | |||
| YUM Yum! Brands, Inc. | $276,505 | 0.09% | 1,730 | $3,075 | Down ×1 | ||
| VYM | $262,736 | 0.08% | 1,663 | $17,558 | Up ×5 | ||
| CASY Caseys General Stores, Inc. - Common Stock | $257,444 | 0.08% | 324 | Up ×1 | |||
| GLD | $254,551 | 0.08% | 691 | $-121,092 | Down ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $253,502 | 0.08% | 610 | ||||
| Unknown issuer (CUSIP: 438516205) | $253,047 | 0.08% | 1,130 | Up ×1 | |||
| SPG Simon Property Group, Inc. Common Stock | $243,555 | 0.08% | 1,089 | Up ×1 | |||
| CTAS Cintas Corporation - Common Stock | $241,474 | 0.08% | 1,420 | $-22,354 | Down ×4 | ||
| HWM Howmet Aerospace Inc. Common Stock | $240,663 | 0.08% | 895 | $-18,157 | Down ×1 | ||
| BA Boeing Company (The) Common Stock | $237,639 | 0.08% | 1,098 | Up ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $234,570 | 0.08% | 1,997 | Up ×1 | |||
| C Citigroup, Inc. Common Stock | $233,402 | 0.07% | 1,668 | ||||
| CVX Chevron Corporation Common Stock | $229,706 | 0.07% | 1,386 | $-221,204 | Down ×1 | ||
| AMGN Amgen Inc. - Common Stock | $227,465 | 0.07% | 628 | $19,118 | Up ×1 | ||
| WFC Wells Fargo & Company Common Stock | $225,632 | 0.07% | 2,730 | $21,408 | Up ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| NVDA | $8,456,563 | 2.71% | up ×5 |
| ROST | $1,838,854 | 0.59% | up ×3 |
| CAT | $1,484,878 | 0.48% | up ×3 |
| TXN | $462,023 | 0.15% | up ×4 |
| MO | $340,247 | 0.11% | up ×3 |
| VYM | $262,736 | 0.08% | up ×5 |
| SCHK | $189,731 | 0.06% | up ×4 |
| SCHV | $100,999 | 0.03% | up ×4 |
| VB | $29,931 | 0.01% | up ×6 |
| SCHM | $12,749 | 0.00% | up ×3 |
| BSV | $12,170 | 0.00% | up ×6 |
| BNDW | $11,350 | 0.00% | up ×6 |
| SCYB | $9,246 | 0.00% | up ×5 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| SOXX | $11,212,454 | 17,499 | 3.59% |
| MTUM | $5,214,424 | 15,210 | 1.67% |
| MU | $1,250,096 | 1,083 | 0.40% |
| AMD | $834,783 | 1,437 | 0.27% |
| AMAT | $809,863 | 1,120 | 0.26% |
| MRVL | $625,067 | 2,098 | 0.20% |
| INTC | $426,989 | 3,058 | 0.14% |
| SNDK | $368,344 | 162 | 0.12% |
| STX | $318,450 | 330 | 0.10% |
| CW | $310,812 | 410 | 0.10% |
| MS | $303,730 | 1,453 | 0.10% |
| CASY | $257,444 | 324 | 0.08% |
| UNH | $253,502 | 610 | 0.08% |
| Unknown issuer (CUSIP: 438516205) | $253,047 | 1,130 | 0.08% |
| SPG | $243,555 | 1,089 | 0.08% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| SPY | June 30, 2025 | 7,878 | $4,406,990 | No longer tracked |
| VFMV | June 30, 2025 | 21,502 | $2,725,163 | No longer tracked |
| XOM | June 30, 2026 | 7,245 | $1,229,110 | 21.7% |
| MNST | March 31, 2026 | 14,078 | $1,079,360 | -34.3% |
| UNH | June 30, 2025 | 2,047 | $1,072,016 | 24.2% |
| NFLX | Dec. 31, 2025 | 434 | $520,331 | -15.1% |
| FICO | March 31, 2025 | 249 | $495,742 | -36.8% |
| AZO | Dec. 31, 2025 | 103 | $441,895 | -12.8% |
| DFS | June 30, 2025 | 2,520 | $430,097 | No longer tracked |
| C | March 31, 2026 | 3,681 | $429,590 | 16.2% |
| T | Dec. 31, 2025 | 15,177 | $428,600 | 2.1% |
| HON | June 30, 2026 | 1,801 | $407,117 | -1.9% |
| ORCL | Dec. 31, 2025 | 1,300 | $365,565 | -24.9% |
| SAP | Sept. 30, 2025 | 1,180 | $358,838 | -19.4% |
| AVGO | March 31, 2025 | 1,516 | $351,473 | 122.6% |
| SSBXXXX | Sept. 30, 2025 | 3,575 | $328,973 | No longer tracked |
| MRSH | June 30, 2025 | 1,315 | $320,899 | -12.6% |
| ICE | Dec. 31, 2025 | 1,883 | $317,216 | -0.6% |
| MGK | June 30, 2026 | 814 | $299,031 | No longer tracked |
| PM | Sept. 30, 2025 | 1,601 | $291,511 | 17.0% |
| WPC | Dec. 31, 2025 | 4,218 | $285,007 | 11.4% |
| IWY | March 31, 2026 | 950 | $263,093 | No longer tracked |
| ATO | June 30, 2026 | 1,417 | $261,688 | -1.7% |
| LOW | June 30, 2026 | 1,028 | $242,882 | -1.3% |
| PH | March 31, 2025 | 370 | $235,331 | 66.5% |
| NFLX | March 31, 2025 | 257 | $229,069 | -91.5% |
| RSG | March 31, 2026 | 1,042 | $220,844 | 0.3% |
| T | June 30, 2026 | 7,602 | $220,380 | 22.6% |
| RTX | June 30, 2026 | 1,138 | $219,548 | 12.1% |
| DHR | June 30, 2026 | 1,153 | $218,649 | 12.4% |
| MDLZ | Dec. 31, 2025 | 3,297 | $205,957 | 19.1% |
| WM | March 31, 2026 | 932 | $204,787 | -2.6% |
| TMO | March 31, 2026 | 352 | $204,161 | 26.2% |
| PH | Dec. 31, 2025 | 269 | $203,942 | 15.1% |
| SO | June 30, 2025 | 2,202 | $202,514 | -0.8% |
| IUSV | June 30, 2025 | 180 | $16,612 | |
| VIS | March 31, 2025 | 51 | $12,848 | No longer tracked |
| VFH | March 31, 2026 | 45 | $5,969 | No longer tracked |
| VTWO | June 30, 2025 | 65 | $5,242 | |
| VYMI | June 30, 2026 | 50 | $4,712 | |
| IWP | March 31, 2025 | 19 | $2,408 | No longer tracked |
| FNDE | June 30, 2026 | 46 | $1,757 | No longer tracked |
| SCHA | June 30, 2025 | 33 | $775 | No longer tracked |
| SCHH | Dec. 31, 2025 | 15 | $330 | No longer tracked |
| VMBS | March 31, 2025 | 7 | $317 |