Latest Peachtree Investment Partners, LLC Stock Portfolio

Peachtree Investment Partners, LLC Performance:

2025 Q4: 3.11%YTD: 13.93%2024: 7.1%

Performance for 2025 Q4 is 3.11%, and YTD is 13.93%, and 2024 is 7.1%.

About Peachtree Investment Partners, LLC and 13F Hedge Fund Stock Holdings

On 2026-02-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Peachtree Investment Partners, LLC reported an equity portfolio of $301.3 Millions as of 31 Dec, 2025.

The top stock holdings of Peachtree Investment Partners, LLC are AAPL, MSFT, LLY. The fund has invested 12.9% of it's portfolio in APPLE INC and 11.1% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off NETFLIX INC (NFLX), AUTOZONE INC (AZO) and AT&T INC (T) stocks. They significantly reduced their stock positions in REPUBLIC SVCS INC (RSG), WASTE MGMT INC DEL (WM) and VANGUARD INDEX FDS (VB). Peachtree Investment Partners, LLC opened new stock positions in SPDR S&P 500 ETF TR (SPY), CITIGROUP INC (C) and CORNING INC (GLW). The fund showed a lot of confidence in some stocks as they added substantially to GOLDMAN SACHS GROUP INC (GS), CATERPILLAR INC (CAT) and SCHWAB STRATEGIC TR (FNDA).

Peachtree Investment Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Peachtree Investment Partners, LLC made a return of 3.11% in the last quarter. In trailing 12 months, it's portfolio return was 13.93%.

Performance
S&P 500

New Buys

Ticker	$ Bought
spdr s&p 500 etf tr	4,942,900
citigroup inc	429,590
corning inc	343,161
spdr gold tr	303,573
ge vernova inc	271,961
amgen inc	206,784
thermo fisher scientific inc	204,161
ishares tr	17,432

New stocks bought by Peachtree Investment Partners, LLC

Additions

Ticker	% Inc.
goldman sachs group inc	110
caterpillar inc	94.74
schwab strategic tr	46.98
rollins inc	46.67
international business machs	41.17
american express co	31.32
johnson & johnson	22.88
capital one finl corp	20.88

Additions to existing portfolio by Peachtree Investment Partners, LLC

Reductions

Ticker	% Reduced
republic svcs inc	-69.74
waste mgmt inc del	-67.13
vanguard index fds	-55.14
merck & co inc	-44.92
vanguard world fd	-40.00
meta platforms inc	-33.79
ishares tr	-30.46
cintas corp	-28.82

Peachtree Investment Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
at&t inc	-428,600
wp carey inc	-285,007
mondelez intl inc	-205,957
intercontinental exchange in	-317,216
oracle corp	-365,565
netflix inc	-520,331
parker-hannifin corp	-203,942
autozone inc	-441,895

Peachtree Investment Partners, LLC got rid off the above stocks

Sector Distribution

Peachtree Investment Partners, LLC has about 29.6% of it's holdings in Technology sector.

Sector	%
Technology	29.6
Others	22.8
Healthcare	14
Financial Services	12
Consumer Cyclical	10.5
Consumer Defensive	4.8
Industrials	3.2
Communication Services	2.7

Market Cap. Distribution

Peachtree Investment Partners, LLC has about 78.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	60.9
UNALLOCATED	21.4
LARGE-CAP	17.5

Stocks belong to which Index?

About 76% of the stocks held by Peachtree Investment Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	76
Others	24

Top 5 Winners (%)		%
LLY	eli lilly & co	40.7 %
GOOG	alphabet inc	26.7 %
GOOG	alphabet inc	25.8 %
MRK	merck & co inc	19.7 %
MAR	marriott intl inc new	18.5 %

Top 5 Winners ($)		$
LLY	eli lilly & co	7.1 M
AAPL	apple inc	2.5 M
GOOG	alphabet inc	0.8 M
MCK	mckesson corp	0.6 M
GOOG	alphabet inc	0.6 M

Top 5 Losers (%)		%
BIV	vanguard bd index fds	-86.5 %
HD	home depot inc	-14.7 %
ETN	eaton corp plc	-14.4 %
MO	altria group inc	-12.4 %
ADP	automatic data processing in	-11.0 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-2.4 M
HD	home depot inc	-1.9 M
COST	costco whsl corp new	-0.8 M
ADP	automatic data processing in	-0.5 M
NOC	northrop grumman corp	-0.2 M

Peachtree Investment Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Peachtree Investment Partners, LLC

Peachtree Investment Partners, LLC has 127 stocks in it's portfolio. About 63% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for Peachtree Investment Partners, LLC last quarter.

Last Reported on: 11 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	12.95	143,531	39,020,300	reduced	-0.76

ABBV	abbvie inc	0.16	2,126	485,672	added	8.97

ABC	cencora inc	1.36	12,112	4,090,700	added	10.06

ABT	abbott labs	0.56	13,517	1,693,550	reduced	-0.43

ACN	accenture plc ireland	0.69	7,767	2,084,020	reduced	-10.57

ADP	automatic data processing in	0.96	11,243	2,892,010	reduced	-21.83

AMGN	amgen inc	0.07	632	206,784	new

AMZN	amazon com inc	2.44	31,825	7,345,850	reduced	-0.07

AOA	ishares tr	0.09	950	263,093	unchanged	0.00

ATO	atmos energy corp	0.07	1,214	203,441	reduced	-4.41

AVGO	broadcom inc	0.87	7,584	2,624,860	added	8.19

AXP	american express co	0.18	1,497	553,661	added	31.32

AZO	autozone inc	0.00	0.00	0.00	sold off	-100

BAB	invesco exch traded fd tr ii	0.15	1,750	442,610	reduced	-12.5

BIV	vanguard bd index fds	0.07	2,920	216,278	unchanged	0.00

BIV	vanguard bd index fds	0.00	146	1,533	added	3.55

BNDW	vanguard scottsdale fds	0.09	3,632	281,951	unchanged	0.00

BNDW	vanguard scottsdale fds	0.01	363	44,195	unchanged	0.00

BNDW	vanguard scottsdale fds	0.00	155	10,649	added	4.73

C	citigroup inc	0.14	3,681	429,590	new