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PIP

Peachtree Investment Partners Portfolio holdings

AUM $312M
1-Year Est. Return 27.01%
This Fund
S&P 500
This Quarter Est. Return
+18.29%
1 Year Est. Return
+27.01%
3 Year Est. Return
+92.23%
5 Year Est. Return
+139.64%
10 Year Est. Return
–
AUM
$312M
AUM Growth
+$49.5M
Cap. Flow
+$20.6M
Cap. Flow %
6.62%
Top 10 Hldgs %
57.73%
Holding
152
New
23
Increased
54
Reduced
46
Closed
9

Top Buys

Rank Stock Value
1
SOXX icon
iShares Semiconductor ETF
SOXX
+$8.88M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.31M
3
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$4.54M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.76M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.6M

Top Sells

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.26M
2
MCK icon
McKesson
MCK
+$1.48M
3
XOM icon
ExxonMobil
XOM
+$1.23M
4
COR icon
Cencora
COR
+$1.16M
5
MSFT icon
Microsoft
MSFT
+$995K

Sector Composition

Rank Sector Weight
1 Technology 28.24%
2 Miscellaneous 26.26%
3 Healthcare 13.5%
4 Financials 11.14%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.77T
$41.2M 13.2%
142,280
+2,117
+2% +$606K
LLY icon
2
Eli Lilly
LLY
$1T
$26.1M 8.36%
21,737
-41
-0.2% -$41.9K
VOO icon
3
Vanguard S&P 500 ETF
VOO
$1.04T
$25.4M 8.13%
36,932
+10,961
+42% +$7.31M
MSFT icon
4
Microsoft
MSFT
$3.66T
$22.9M 7.34%
61,390
-2,459
-4% -$995K
V icon
5
Visa
V
$686B
$14.6M 4.69%
42,656
-1,093
-2% -$351K
SOXX icon
6
iShares Semiconductor ETF
SOXX
$42.6B
$11.2M 3.59%
+17,499
New +$8.88M
COST icon
7
Costco
COST
$400B
$10.8M 3.48%
11,594
+65
+0.6% +$64.8K
HD icon
8
Home Depot
HD
$305B
$9.74M 3.12%
27,624
-1,503
-5% -$489K
SCHG icon
9
Schwab US Large-Cap Growth ETF
SCHG
$61.7B
$9.57M 3.07%
282,747
-6,142
-2% -$204K
MCK icon
10
McKesson
MCK
$103B
$8.56M 2.75%
11,332
-1,871
-14% -$1.48M
NVDA icon
11
NVIDIA
NVDA
$5.27T
$8.46M 2.71%
42,264
+3,367
+9% +$692K
TJX icon
12
TJX Companies
TJX
$139B
$7.78M 2.5%
51,379
+1,568
+3% +$248K
AMZN icon
13
Amazon
AMZN
$2.72T
$7.42M 2.38%
31,122
+2,131
+7% +$535K
JPM icon
14
JPMorgan Chase
JPM
$940B
$7.24M 2.32%
22,114
-138
-0.6% -$42.9K
SPY icon
15
State Street SPDR S&P 500 ETF Trust
SPY
$801B
$7.14M 2.29%
9,566
+2,421
+34% +$1.76M
MA icon
16
Mastercard
MA
$495B
$6.72M 2.15%
13,080
-105
-0.8% -$52.4K
MTUM icon
17
iShares MSCI USA Momentum Factor ETF
MTUM
$24.4B
$5.21M 1.67%
+15,210
New +$4.54M
SCHX icon
18
Schwab US Large- Cap ETF
SCHX
$73.2B
$4.9M 1.57%
166,609
+16,901
+11% +$483K
GOOGL icon
19
Alphabet (Google) Class A
GOOGL
$4.07T
$4.6M 1.48%
12,879
+1,010
+9% +$364K
SCHB icon
20
Schwab US Broad Market ETF
SCHB
$44.1B
$3.05M 0.98%
105,452
-10,185
-9% -$285K
GOOG icon
21
Alphabet (Google) Class C
GOOG
$4.04T
$3.03M 0.97%
8,576
-154
-2% -$55K
IVV icon
22
iShares Core S&P 500 ETF
IVV
$861B
$2.76M 0.89%
3,686
+2,195
+147% +$1.6M
VGT icon
23
Vanguard Information Technology ETF
VGT
$147B
$2.67M 0.85%
22,304
+2,000
+10% +$219K
AVGO icon
24
Broadcom
AVGO
$1.72T
$2.61M 0.84%
6,912
+812
+13% +$326K
GLW icon
25
Corning
GLW
$141B
$2.5M 0.8%
9,784
+1,519
+18% +$276K
1
2 3 4 5

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MCA
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WAM
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BWL
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PPC
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AIA
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MFG
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Peachtree Investment Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Peachtree Investment Partners held 152 positions worth $312M, up 19% from $262M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Peachtree Investment Partners deployed $20.6M of net new capital in Q2 2026, opening 23 new positions and adding to 54 existing holdings. Its largest new stake was iShares Semiconductor ETF: 17,499 shares worth $11.2M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 29% a quarter earlier, followed by Miscellaneous and Healthcare.

On the sell side, the largest reduction was Schwab US Dividend Equity ETF, an estimated $3.26M trimmed.

  • Peachtree Investment Partners's largest Q2 2026 buy was iShares Semiconductor ETF: 17,499 shares worth $11.2M.
  • Peachtree Investment Partners added most to Vanguard S&P 500 ETF in Q2 2026, an estimated $7.31M increase.
  • Peachtree Investment Partners's biggest Q2 2026 reduction was Schwab US Dividend Equity ETF, cutting an estimated $3.26M.
  • Peachtree Investment Partners fully exited ExxonMobil in Q2 2026, selling an estimated $1.23M.
  • Peachtree Investment Partners's ten largest holdings make up 58% of its $312M portfolio in Q2 2026.
  • Peachtree Investment Partners opened 23 new positions and closed 9 in Q2 2026.
  • Peachtree Investment Partners's portfolio value rose 19% quarter-over-quarter to $312M.

Based on Peachtree Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.