Grufity logo
Grufity logo

Latest Peachtree Investment Partners, LLC Stock Portfolio

$262Million– No. of Holdings #129

Peachtree Investment Partners, LLC Performance:
2026 Q1: -6.76%YTD: -6.76%2025: 13.93%
Performance for 2026 Q1 is -6.76%, and YTD is -6.76%, and 2025 is 13.93%.

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

On 2026-05-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, Peachtree Investment Partners, LLC reported an equity portfolio of $262.4 Millions as of 31 Mar, 2026.

The top stock holdings of Peachtree Investment Partners, LLC are AAPL, MSFT, LLY. The fund has invested 13.6% of it's portfolio in APPLE INC and 9% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off MONSTER BEVERAGE CORP NEW (MNST), CITIGROUP INC (C) and ISHARES TR (AOA) stocks. They significantly reduced their stock positions in SCHWAB STRATEGIC TR (FNDA), ISHARES TR (IJR) and PALANTIR TECHNOLOGIES INC (PLTR). Peachtree Investment Partners, LLC opened new stock positions in KIMBERLY-CLARK CORP (KMB), CHEVRON CORPORATION (CVX) and HOWMET AEROSPACE INC (HWM). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), CORNING INC (GLW) and EXXON MOBIL CORP (XOM).
Peachtree Investment Partners, LLC Equity Portfolio Value
Last Reported on: 08 May, 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 -6.76% in the last quarter. In trailing 12 months, it's portfolio return was 8.99%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
kimberly-clark corp1,542,280
chevron corporation450,910
howmet aerospace inc258,820
at&t inc220,380
rtx corporation219,548
taiwan semiconductor manufac219,330
vanguard world fd113,490
vanguard whitehall fds4,712
New stocks bought by Peachtree Investment Partners, LLC

Additions

Ticker% Inc.
schwab strategic tr1,893
schwab strategic tr628
corning inc110
exxon mobil corp89.07
schwab strategic tr56.82
schwab strategic tr52.27
chubb ltd switz51.34
ge vernova inc48.56
Additions to existing portfolio by Peachtree Investment Partners, LLC

Reductions

Ticker% Reduced
schwab strategic tr-60.47
ishares tr-59.05
palantir technologies inc-45.05
international business machs-43.81
ishares tr-42.86
schwab strategic tr-38.28
meta platforms inc-36.91
vanguard index fds-35.62
Peachtree Investment Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
monster beverage corp new-1,079,360
citigroup inc-429,590
republic svcs inc-220,844
ishares tr-263,093
waste mgmt inc del-204,787
thermo fisher scientific inc-204,161
vanguard world fd-5,969
Peachtree Investment Partners, LLC got rid off the above stocks

Sector Distribution

Peachtree Investment Partners, LLC has about 27.7% of it's holdings in Technology sector.

  • Technology
  • Others
  • Healthcare
  • Consumer Cyclical
  • Financial Services
  • Consumer Defensive
  • Industrials
  • Communication Services
Sector%
Technology27.7
Others21.7
Healthcare14.4
Consumer Cyclical11.3
Financial Services11.2
Consumer Defensive6.2
Industrials4
Communication Services2.6

Market Cap. Distribution

Peachtree Investment Partners, LLC has about 79.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP62.1
UNALLOCATED20.3
LARGE-CAP17.6

Stocks belong to which Index?

About 77.6% 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 50077.6
Others22.4
Top 5 Winners (%)%
BIV
vanguard bd index fds
574.7 %
GLW
corning inc
35.6 %
XOM
exxon mobil corp
28.6 %
ge vernova inc
26.6 %
CAT
caterpillar inc
23.3 %
Top 5 Winners ($)$
COST
costco wholesale corporation
1.6 M
MCK
mckesson corp
0.6 M
NOC
northrop grumman corp
0.5 M
JNJ
johnson & johnson
0.4 M
TJX
tjx cos inc new
0.3 M
Top 5 Losers (%)%
VB
vanguard index fds
-52.3 %
ACN
accenture plc ireland
-25.7 %
MSFT
microsoft corp
-22.6 %
COF
capital one finl corp
-22.5 %
ADP
automatic data processing in
-20.2 %
Top 5 Losers ($)$
MSFT
microsoft corp
-7.5 M
LLY
eli lilly & co
-3.4 M
AAPL
apple inc
-2.6 M
V
visa inc
-2.2 M
FNDA
schwab strategic tr
-1.3 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 129 stocks in it's portfolio. About 59.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. COST was the most profitable stock for Peachtree Investment Partners, LLC last quarter.

Last Reported on: 08 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions