Latest Peachtree Investment Partners, LLC Stock Portfolio

Peachtree Investment Partners, LLC Performance:

2025 Q2: 5.18%YTD: 3.2%2024: 15.64%

Performance for 2025 Q2 is 5.18%, and YTD is 3.2%, and 2024 is 15.64%.

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

In it's latest 13F Holdings report, Peachtree Investment Partners, LLC reported an equity portfolio of $262.1 Millions as of 30 Jun, 2025.

The top stock holdings of Peachtree Investment Partners, LLC are MSFT, AAPL, LLY. The fund has invested 13.9% of it's portfolio in MICROSOFT CORP and 11.6% of portfolio in APPLE INC.

The fund managers got completely rid off SPDR S&P 500 ETF TR (SPY), VANGUARD WELLINGTON FD (VFLQ) and UNITEDHEALTH GROUP INC (UNH) stocks. They significantly reduced their stock positions in SCHWAB STRATEGIC TR (FNDA), ISHARES TR (IJR) and VANGUARD INDEX FDS (VB). Peachtree Investment Partners, LLC opened new stock positions in INVESCO EXCH TRADED FD TR II (CGW), BROADCOM INC (AVGO) and NETFLIX INC (NFLX). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), CHUBB LIMITED (CB) and WASTE MGMT INC DEL (WM).

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

Our best estimate is that Peachtree Investment Partners, LLC made a return of 5.18% in the last quarter. In trailing 12 months, it's portfolio return was 7.57%.

New Buys

Ticker	$ Bought
invesco exch traded fd tr ii	1,069,030
broadcom inc	1,020,890
netflix inc	661,530
capital one finl corp	598,068
ge aerospace	505,586
sap se	358,838
goldman sachs group inc	300,121
philip morris intl inc	291,511

New stocks bought by Peachtree Investment Partners, LLC

Additions

Ticker	% Inc.
ishares tr	188
chubb limited	161
waste mgmt inc del	146
republic svcs inc	92.71
palantir technologies inc	82.37
schwab strategic tr	70.31
international business machs	51.54
alphabet inc	51.27

Additions to existing portfolio by Peachtree Investment Partners, LLC

Reductions

Ticker	% Reduced
schwab strategic tr	-89.87
schwab strategic tr	-49.55
ishares tr	-49.05
vanguard index fds	-48.43
ishares tr	-45.68
american express co	-37.45
eaton corp plc	-30.51
vanguard world fd	-28.44

Peachtree Investment Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
vanguard wellington fd	-2,725,160
spdr s&p 500 etf tr	-4,406,990
discover finl svcs	-430,097
southern co	-202,514
unitedhealth group inc	-1,072,020
marsh & mclennan cos inc	-320,899
ishares tr	-16,612
vanguard scottsdale fds	-5,242

Peachtree Investment Partners, LLC got rid off the above stocks

Sector Distribution

Peachtree Investment Partners, LLC has about 30.6% of it's holdings in Technology sector.

Sector	%
Technology	30.6
Others	17
Financial Services	13.8
Healthcare	13.4
Consumer Cyclical	11.3
Consumer Defensive	6.8
Industrials	4.7
Communication Services	1.8

Market Cap. Distribution

Peachtree Investment Partners, LLC has about 84% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	64.3
LARGE-CAP	19.7
UNALLOCATED	15.7

Stocks belong to which Index?

About 81.6% of the stocks held by Peachtree Investment Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	81.6
Others	18.3

Top 5 Winners (%)		%
NVDA	nvidia corporation	38.2 %
PLTR	palantir technologies inc	33.1 %
MSFT	microsoft corp	31.7 %
ETN	eaton corp plc	27.2 %
META	meta platforms inc	25.4 %

Top 5 Winners ($)		$
MSFT	microsoft corp	9.3 M
NVDA	nvidia corporation	1.5 M
JPM	jpmorgan chase & co.	1.0 M
AMZN	amazon com inc	0.9 M
MCK	mckesson corp	0.8 M

Top 5 Losers (%)		%
PEP	pepsico inc	-11.9 %
MRK	merck & co inc	-11.8 %
ABBV	abbvie inc	-10.8 %
XOM	exxon mobil corp	-9.3 %
ED	consolidated edison inc	-9.2 %

Top 5 Losers ($)		$
AAPL	apple inc	-2.7 M
LLY	eli lilly & co	-1.2 M
ACN	accenture plc ireland	-0.1 M
JNJ	johnson & johnson	-0.1 M
MCD	mcdonalds corp	-0.1 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 126 stocks in it's portfolio. About 64.5% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Peachtree Investment Partners, LLC last quarter.

Last Reported on: 12 Aug, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	MSFT	microsoft corp	13.92	73,322	36,471,200	reduced	-6.5
Historical Trend of MICROSOFT CORP Position Held By Peachtree Investment Partners, LLC What % of Portfolio is MSFT?: Number of MSFT shares held: Change in No. of Shares Held:
	AAPL	apple inc	11.57	147,775	30,319,000	reduced	-4.67

	LLY	eli lilly & co	7.18	24,128	18,808,800	reduced	-3.24

	V	visa inc	6.74	49,717	17,651,900	reduced	-0.39

	COST	costco whsl corp new	5.05	13,365	13,230,400	reduced	-3.31

	VB	vanguard index fds	4.74	21,861	12,417,500	reduced	-9.26

	HD	home depot inc	4.25	30,396	11,144,500	reduced	-2.53

	MCK	mckesson corp	3.97	14,187	10,395,700	added	0.92

	FNDA	schwab strategic tr	3.92	351,910	10,279,300	reduced	-18.53

	MA	mastercard incorporated	3.18	14,852	8,346,040	added	2.87

	AMZN	amazon com inc	2.53	30,200	6,625,580	reduced	-5.89

	JPM	jpmorgan chase & co.	2.47	22,323	6,471,550	added	11.38

	TJX	tjx cos inc new	2.35	49,807	6,150,710	reduced	-1.41

	NVDA	nvidia corporation	2.01	33,283	5,258,320	added	34.75

	ADP	automatic data processing in	1.78	15,173	4,679,430	reduced	-2.02

	ABC	cencora inc	1.35	11,842	3,550,720	added	13.13

		berkshire hathaway inc del	1.30	7,027	3,413,510	reduced	-4.09

	ACN	accenture plc ireland	1.20	10,560	3,156,330	reduced	-7.18

	FNDA	schwab strategic tr	1.20	129,047	3,153,910	added	70.31

	PLTR	palantir technologies inc	1.06	20,398	2,780,660	added	82.37