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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
NOC icon
26
Northrop Grumman
NOC
$73.7B
$2.33M 0.75%
4,581
-330
-7% -$190K
SCHD icon
27
Schwab US Dividend Equity ETF
SCHD
$110B
$2.29M 0.73%
72,242
-102,635
-59% -$3.26M
JNJ icon
28
Johnson & Johnson
JNJ
$642B
$2.27M 0.73%
8,948
-1,054
-11% -$246K
ADP icon
29
Automatic Data Processing
ADP
$106B
$2.21M 0.71%
9,869
-481
-5% -$103K
COR icon
30
Cencora
COR
$61.2B
$2.2M 0.71%
7,789
-4,033
-34% -$1.16M
BRK.B icon
31
Berkshire Hathaway Class B
BRK.B
$1.09T
$2.14M 0.68%
4,269
-301
-7% -$145K
ROST icon
32
Ross Stores
ROST
$72B
$1.84M 0.59%
8,639
+1,046
+14% +$235K
KMB icon
33
Kimberly-Clark
KMB
$32.8B
$1.76M 0.56%
15,995
+8
+0.1% +$793
SPMO icon
34
Invesco S&P 500 Momentum ETF
SPMO
$22.3B
$1.62M 0.52%
10,027
– –
CAT icon
35
Caterpillar
CAT
$370B
$1.48M 0.48%
1,394
+334
+32% +$293K
MU icon
36
Micron Technology
MU
$1.1T
$1.25M 0.4%
+1,083
New +$812K
PLTR icon
37
Palantir
PLTR
$399B
$1.13M 0.36%
9,704
-1,350
-12% -$184K
MCD icon
38
McDonald's
MCD
$179B
$1.1M 0.35%
4,052
-81
-2% -$23.2K
GEV icon
39
GE Vernova
GEV
$246B
$1.03M 0.33%
878
+260
+42% +$265K
QQQM icon
40
Invesco NASDAQ 100 ETF
QQQM
$103B
$967K 0.31%
3,192
+1,442
+82% +$408K
ABT icon
41
Abbott
ABT
$179B
$943K 0.3%
10,397
-2,730
-21% -$249K
MAR icon
42
Marriott International
MAR
$85.8B
$921K 0.3%
2,484
+48
+2% +$17.7K
KO icon
43
Coca-Cola
KO
$378B
$896K 0.29%
11,021
+570
+5% +$45K
ACN icon
44
Accenture
ACN
$109B
$886K 0.28%
7,121
-416
-6% -$72.2K
GE icon
45
GE Aerospace
GE
$336B
$864K 0.28%
2,313
-660
-22% -$207K
SYK icon
46
Stryker
SYK
$104B
$847K 0.27%
2,692
-1,752
-39% -$552K
AMD icon
47
Advanced Micro Devices
AMD
$822B
$835K 0.27%
+1,437
New +$589K
IWF icon
48
iShares Russell 1000 Growth ETF
IWF
$124B
$812K 0.26%
6,539
+339
+5% +$40.9K
AMAT icon
49
Applied Materials
AMAT
$360B
$810K 0.26%
+1,120
New +$517K
META icon
50
Meta Platforms (Facebook)
META
$1.64T
$780K 0.25%
1,384
+138
+11% +$84.4K
1
2
3 4 5

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BWL
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PPC
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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.