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PIP

Peachtree Investment Partners Portfolio holdings

AUM $262M
1-Year Est. Return 17.39%
This Fund
S&P 500
This Quarter Est. Return
-5.29%
1 Year Est. Return
+17.39%
3 Year Est. Return
+82.63%
5 Year Est. Return
+121.58%
10 Year Est. Return
–
AUM
$262M
AUM Growth
-$38.9M
Cap. Flow
-$17.8M
Cap. Flow %
-6.77%
Top 10 Hldgs %
59.77%
Holding
136
New
9
Increased
47
Reduced
50
Closed
7

Top Buys

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.04M
2
KMB icon
Kimberly-Clark
KMB
+$1.64M
3
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.04M
4
GLW icon
Corning
GLW
+$524K
5
XOM icon
ExxonMobil
XOM
+$498K

Top Sells

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$6.14M
2
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.57M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.66M
4
MSFT icon
Microsoft
MSFT
+$2.24M
5
PLTR icon
Palantir
PLTR
+$1.39M

Sector Composition

Rank Sector Weight
1 Technology 28.59%
2 Healthcare 15.82%
3 Financials 12.14%
4 Consumer Discretionary 11.26%
5 Consumer Staples 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.89T
$35.6M 13.56%
140,163
-3,368
-2% -$877K
MSFT icon
2
Microsoft
MSFT
$2.84T
$23.6M 9.01%
63,849
-5,349
-8% -$2.24M
LLY icon
3
Eli Lilly
LLY
$1.07T
$20M 7.63%
21,778
-909
-4% -$922K
VOO icon
4
Vanguard S&P 500 ETF
VOO
$968B
$15.5M 5.91%
25,971
-4,247
-14% -$2.66M
V icon
5
Visa
V
$677B
$13.2M 5.04%
43,749
-3,274
-7% -$1.05M
COST icon
6
Costco
COST
$415B
$11.5M 4.38%
11,529
-606
-5% -$591K
MCK icon
7
McKesson
MCK
$98.5B
$11.4M 4.35%
13,203
-419
-3% -$374K
HD icon
8
Home Depot
HD
$332B
$9.58M 3.65%
29,127
-1,261
-4% -$460K
SCHG icon
9
Schwab US Large-Cap Growth ETF
SCHG
$58.5B
$8.42M 3.21%
288,889
-179,141
-38% -$5.57M
TJX icon
10
TJX Companies
TJX
$170B
$7.95M 3.03%
49,811
-594
-1% -$92.5K
NVDA icon
11
NVIDIA
NVDA
$5.01T
$6.78M 2.59%
38,897
+64
+0.2% +$11.7K
MA icon
12
Mastercard
MA
$477B
$6.59M 2.51%
13,185
-1,056
-7% -$556K
JPM icon
13
JPMorgan Chase
JPM
$939B
$6.55M 2.49%
22,252
-734
-3% -$223K
AMZN icon
14
Amazon
AMZN
$2.5T
$6.04M 2.3%
28,991
-2,834
-9% -$624K
SCHD icon
15
Schwab US Dividend Equity ETF
SCHD
$102B
$5.37M 2.04%
174,877
+166,104
+1,893% +$5.04M
SPY icon
16
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$4.65M 1.77%
7,145
-104
-1% -$70.7K
SCHX icon
17
Schwab US Large- Cap ETF
SCHX
$70.9B
$3.84M 1.46%
149,708
-229,014
-60% -$6.14M
COR icon
18
Cencora
COR
$60.3B
$3.71M 1.42%
11,822
-290
-2% -$101K
GOOGL icon
19
Alphabet (Google) Class A
GOOGL
$3.91T
$3.41M 1.3%
11,869
-581
-5% -$183K
NOC icon
20
Northrop Grumman
NOC
$77B
$3.35M 1.28%
4,911
+307
+7% +$212K
SCHB icon
21
Schwab US Broad Market ETF
SCHB
$42.8B
$2.9M 1.11%
115,637
+39,696
+52% +$1.04M
GOOG icon
22
Alphabet (Google) Class C
GOOG
$3.9T
$2.5M 0.95%
8,730
-419
-5% -$132K
JNJ icon
23
Johnson & Johnson
JNJ
$635B
$2.44M 0.93%
10,002
+846
+9% +$197K
BRK.B icon
24
Berkshire Hathaway Class B
BRK.B
$1.07T
$2.19M 0.83%
4,570
-259
-5% -$127K
ADP icon
25
Automatic Data Processing
ADP
$100B
$2.1M 0.8%
10,350
-893
-8% -$205K
1
2 3 4 5

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Peachtree Investment Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Peachtree Investment Partners held 136 positions worth $262M, down 13% from $301M the previous quarter. Its ten largest holdings account for 60% of the portfolio.

Peachtree Investment Partners withdrew a net $17.8M in Q1 2026, closing 7 positions and reducing 50 holdings. Its most notable exit was Monster Beverage, an estimated $1.08M position sold in full.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 31% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Peachtree Investment Partners opened a new position in Kimberly-Clark worth $1.54M.

  • Peachtree Investment Partners's largest Q1 2026 buy was Kimberly-Clark: 15,987 shares worth $1.54M.
  • Peachtree Investment Partners added most to Schwab US Dividend Equity ETF in Q1 2026, an estimated $5.04M increase.
  • Peachtree Investment Partners's biggest Q1 2026 reduction was Schwab US Large- Cap ETF, cutting an estimated $6.14M.
  • Peachtree Investment Partners fully exited Monster Beverage in Q1 2026, selling an estimated $1.08M.
  • Peachtree Investment Partners's ten largest holdings make up 60% of its $262M portfolio in Q1 2026.
  • Peachtree Investment Partners opened 9 new positions and closed 7 in Q1 2026.
  • Peachtree Investment Partners's portfolio value fell 13% quarter-over-quarter to $262M.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.