Latest Peachtree Investment Partners, LLC Stock Portfolio
Peachtree Investment Partners, LLC Performance:
2025 Q3: 5.22%YTD: 8.14%2024: 16.52%
Performance for 2025 Q3 is 5.22%, and YTD is 8.14%, and 2024 is 16.52%.
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 $288.4 Millions as of 30 Sep, 2025.
The top stock holdings of Peachtree Investment Partners, LLC are MSFT, AAPL, VB. The fund has invested 12.9% of it's portfolio in MICROSOFT CORP and 12.8% of portfolio in APPLE INC.
The fund managers got completely rid off SAP SE, SOUTHSTATE CORPORATION (SSB) and PHILIP MORRIS INTL INC (PM) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), CHUBB LIMITED (CB) and INTERNATIONAL BUSINESS MACHS (IBM). Peachtree Investment Partners, LLC opened new stock positions in ORACLE CORP (ORCL), SOUTHSTATE BK CORP and CATERPILLAR INC (CAT). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), BROADCOM INC (AVGO) and ISHARES TR (IJR).
The top stock holdings of Peachtree Investment Partners, LLC are MSFT, AAPL, VB. The fund has invested 12.9% of it's portfolio in MICROSOFT CORP and 12.8% of portfolio in APPLE INC.
The fund managers got completely rid off SAP SE, SOUTHSTATE CORPORATION (SSB) and PHILIP MORRIS INTL INC (PM) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), CHUBB LIMITED (CB) and INTERNATIONAL BUSINESS MACHS (IBM). Peachtree Investment Partners, LLC opened new stock positions in ORACLE CORP (ORCL), SOUTHSTATE BK CORP and CATERPILLAR INC (CAT). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), BROADCOM INC (AVGO) and ISHARES TR (IJR).
Peachtree Investment Partners, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Peachtree Investment Partners, LLC made a return of 5.22% in the last quarter. In trailing 12 months, it's portfolio return was 9.64%.
New Buys
| Ticker | $ Bought |
|---|---|
| oracle corp | 365,565 |
| southstate bk corp | 353,423 |
| caterpillar inc | 253,771 |
| parker-hannifin corp | 203,942 |
| vanguard scottsdale fds | 43,742 |
New stocks bought by Peachtree Investment Partners, LLC
Additions
| Ticker | % Inc. |
|---|---|
| schwab strategic tr | 99.67 |
| broadcom inc | 89.25 |
| ishares tr | 85.16 |
| alphabet inc | 66.12 |
| alphabet inc | 62.09 |
| ge aerospace | 39.00 |
| vanguard index fds | 38.78 |
| goldman sachs group inc | 33.25 |
Additions to existing portfolio by Peachtree Investment Partners, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard index fds | -69.4 |
| chubb limited | -55.23 |
| international business machs | -46.65 |
| vanguard world fd | -37.5 |
| waste mgmt inc del | -33.58 |
| first horizon corporation | -31.33 |
| republic svcs inc | -29.16 |
| travelers companies inc | -27.75 |
Peachtree Investment Partners, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| southstate corporation | -328,973 |
| philip morris intl inc | -291,511 |
| sap se | -358,838 |
Peachtree Investment Partners, LLC got rid off the above stocks
Sector Distribution
Peachtree Investment Partners, LLC has about 31.6% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 31.6 |
| Others | 20.2 |
| Financial Services | 12.2 |
| Healthcare | 11.6 |
| Consumer Cyclical | 11.4 |
| Consumer Defensive | 5.6 |
| Industrials | 4.3 |
| Communication Services | 2.6 |
Market Cap. Distribution
Peachtree Investment Partners, LLC has about 80.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 62.6 |
| UNALLOCATED | 19 |
| LARGE-CAP | 18.3 |
Stocks belong to which Index?
About 78.2% of the stocks held by Peachtree Investment Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 78.2 |
| Others | 21.8 |
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 128 stocks in it's portfolio. About 63.8% of the portfolio is in top 10 stocks. COST proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Peachtree Investment Partners, LLC last quarter.
Last Reported on: 31 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 12.77 | 144,637 | 36,829,000 | reduced | -2.12 | ||
| ABBV | abbvie inc | 0.16 | 1,951 | 451,746 | reduced | -10.59 | ||
| ABC | cencora inc | 1.19 | 11,005 | 3,439,460 | reduced | -7.07 | ||
| ABT | abbott labs | 0.63 | 13,576 | 1,818,360 | reduced | -4.25 | ||
| ACN | accenture plc ireland | 0.74 | 8,685 | 2,141,840 | reduced | -17.76 | ||
| ADP | automatic data processing in | 1.46 | 14,382 | 4,221,220 | reduced | -5.21 | ||
| AMZN | amazon com inc | 2.42 | 31,848 | 6,992,870 | added | 5.46 | ||
| AOA | ishares tr | 0.09 | 950 | 259,968 | unchanged | 0.00 | ||
| ATO | atmos energy corp | 0.07 | 1,270 | 216,858 | reduced | -7.1 | ||
| AVGO | broadcom inc | 0.80 | 7,010 | 2,312,630 | added | 89.25 | ||
| AXP | american express co | 0.13 | 1,140 | 378,663 | reduced | -0.35 | ||
| AZO | autozone inc | 0.15 | 103 | 441,895 | added | 1.98 | ||
| BAB | invesco exch traded fd tr ii | 0.17 | 2,000 | 494,240 | unchanged | 0.00 | ||
| BIV | vanguard bd index fds | 0.07 | 2,920 | 217,154 | reduced | -6.11 | ||
| BIV | vanguard bd index fds | 0.00 | 141 | 11,116 | added | 3.68 | ||
| BNDW | vanguard scottsdale fds | 0.10 | 3,632 | 284,638 | unchanged | 0.00 | ||
| BNDW | vanguard scottsdale fds | 0.01 | 363 | 43,742 | new | |||
| BNDW | vanguard scottsdale fds | 0.00 | 148 | 10,302 | added | 3.5 | ||
| CAT | caterpillar inc | 0.09 | 532 | 253,771 | new | |||
| CB | chubb limited | 0.08 | 787 | 222,268 | reduced | -55.23 | ||