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Latest Peachtree Investment Partners, LLC Stock Portfolio

$311Million | No. of Holdings #143

Peachtree Investment Partners, LLC Performance

2026 Q2+5.06%
YTD-2.04%
2025+13.93%

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

On 2026-08-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Peachtree Investment Partners, LLC reported an equity portfolio of $311.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Peachtree Investment Partners, LLC are AAPL, LLY, VB. The fund has invested 13.2% of it's portfolio in APPLE INC and 8.4% of portfolio in ELI LILLY & CO. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), HONEYWELL INTL INC (HON) and VANGUARD WORLD FD (EDV) stocks. They significantly reduced their stock positions in VANGUARD WORLD FD (VAW), SCHWAB STRATEGIC TR (FNDA) and ISHARES TR (IJR). Peachtree Investment Partners, LLC opened new stock positions in ISHARES TR (IJR), ISHARES TR (IBCE) and MICRON TECHNOLOGY INC (MU). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), SCHWAB STRATEGIC TR (FNDA) and VANGUARD INDEX FDS (VB).
Peachtree Investment Partners, LLC Equity Portfolio Value
Last Reported on: 06 Aug, 2026
$311Million
  as of Aug 06, 2026

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

Our best estimate is that Peachtree Investment Partners, LLC made a return of 5.06% in the last quarter. In trailing 12 months, it's portfolio return was 7.52%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr11,212,500
ishares tr5,214,420
micron technology inc1,250,100
advanced micro devices inc834,783
applied matls inc809,863
marvell technology inc625,067
intel corp426,989
sandisk corp368,344
New stocks bought by Peachtree Investment Partners, LLC

Additions

Ticker% Inc.
vanguard world fd778
schwab strategic tr646
vanguard index fds500
ishares tr321
schwab strategic tr205
vanguard scottsdale fds175
ishares tr147
invesco exch traded fd tr ii82.4
Additions to existing portfolio by Peachtree Investment Partners, LLC

Reductions

Ticker% Reduced
vanguard world fd-76.07
schwab strategic tr-72.79
ishares tr-62.71
schwab strategic tr-58.69
chubb limited-41.69
stryker corporation-39.42
chevron corporation-36.39
cencora inc-34.11
Peachtree Investment Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
at&t inc-220,380
exxon mobil corp-1,229,110
honeywell intl inc-407,117
atmos energy corp-261,688
danaher corp del-218,649
rtx corporation-219,548
lowes cos inc-242,882
vanguard world fd-299,031
Peachtree Investment Partners, LLC got rid off the above stocks

Sector Distribution

Peachtree Investment Partners, LLC has about 28.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Consumer Cyclical
  • Consumer Defensive
  • Industrials
  • Communication Services
Sector%
Others28.4
Technology27.3
Healthcare12.8
Financial Services10.3
Consumer Cyclical9.9
Consumer Defensive5
Industrials3.2
Communication Services2.7

Market Cap. Distribution

Peachtree Investment Partners, LLC has about 72.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP58.5
UNALLOCATED27.7
LARGE-CAP13.8

Stocks belong to which Index?

About 70.8% of the stocks held by Peachtree Investment Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50070.8
Others29.2
Top 5 Winners (%)%
VB
vanguard index fds
144.0 %
GLW
corning inc
75.9 %
TXN
texas instrs inc
46.7 %
CGW
invesco exch traded fd tr ii
44.1 %
CAT
caterpillar inc
41.8 %
Top 5 Winners ($)$
LLY
eli lilly & co
6.1 M
AAPL
apple inc
5.0 M
VB
vanguard index fds
2.8 M
V
visa inc
1.8 M
FNDA
schwab strategic tr
1.3 M
Top 5 Losers (%)%
VAW
vanguard world fd
-72.9 %
VB
vanguard index fds
-70.4 %
IJR
ishares tr
-60.1 %
ACN
accenture plc ireland
-36.2 %
NOC
northrop grumman corp
-24.5 %
Top 5 Losers ($)$
VAW
vanguard world fd
-7.2 M
MCK
mckesson corp
-1.3 M
IJR
ishares tr
-1.2 M
NOC
northrop grumman corp
-0.8 M
COST
costco wholesale corporation
-0.7 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 143 stocks in it's portfolio. About 57.7% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for Peachtree Investment Partners, LLC last quarter.

$311.94MTotal Value
153Positions
06 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Peachtree Investment Partners, LLC, last reported on 06 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AOA
Ishares Tr

Ishares Tr

AOA
Peachtree Investment Partners, LLC's holding in Ishares Tr over time
0.07%750
$218.0K
0.07%
new position
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
Peachtree Investment Partners, LLC's holding in Invesco Exch Traded Fd Tr Ii over time
0.31%3,192
$967.2K
0.31%
increased 82.4 percentadded
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
Peachtree Investment Partners, LLC's holding in Invesco Exch Traded Fd Tr Ii over time
0%75.00
$3.8K
0%
new position
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Peachtree Investment Partners, LLC's holding in Vanguard Bd Index Fds over time
0.07%2,920
$214.3K
0.07%
unchanged 0 percentunchanged
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Peachtree Investment Partners, LLC's holding in Vanguard Bd Index Fds over time
0%156
$12.2K
0%
increased 3.31 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Peachtree Investment Partners, LLC's holding in Vanguard Scottsdale Fds over time
0.09%3,632
$278.9K
0.09%
unchanged 0 percentunchanged