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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
AVGO icon
26
Broadcom
AVGO
$1.82T
$1.89M 0.72%
6,100
-1,484
-20% -$488K
VGT icon
27
Vanguard Information Technology ETF
VGT
$139B
$1.77M 0.68%
20,304
-1,440
-7% -$133K
ROST icon
28
Ross Stores
ROST
$76.6B
$1.64M 0.63%
7,593
+475
+7% +$94.6K
PLTR icon
29
Palantir
PLTR
$295B
$1.62M 0.62%
11,054
-9,063
-45% -$1.39M
KMB icon
30
Kimberly-Clark
KMB
$36.4B
$1.54M 0.59%
+15,987
New +$1.64M
ACN icon
31
Accenture
ACN
$89.9B
$1.49M 0.57%
7,537
-230
-3% -$53.6K
SYK icon
32
Stryker
SYK
$127B
$1.46M 0.56%
4,444
+56
+1% +$20.1K
ABT icon
33
Abbott
ABT
$180B
$1.35M 0.51%
13,127
-390
-3% -$44K
MCD icon
34
McDonald's
MCD
$188B
$1.28M 0.49%
4,133
+49
+1% +$15.6K
XOM icon
35
ExxonMobil
XOM
$651B
$1.23M 0.47%
7,245
+3,413
+89% +$498K
SPMO icon
36
Invesco S&P 500 Momentum ETF
SPMO
$21.1B
$1.12M 0.43%
10,027
+442
+5% +$52.2K
GLW icon
37
Corning
GLW
$126B
$1.12M 0.43%
8,265
+4,346
+111% +$524K
LHX icon
38
L3Harris
LHX
$55.9B
$988K 0.38%
2,863
+846
+42% +$296K
IVV icon
39
iShares Core S&P 500 ETF
IVV
$876B
$974K 0.37%
1,491
+354
+31% +$242K
WMT icon
40
Walmart Inc
WMT
$871B
$848K 0.32%
6,820
+814
+14% +$99.9K
GE icon
41
GE Aerospace
GE
$367B
$844K 0.32%
2,973
-288
-9% -$90.5K
MAR icon
42
Marriott International
MAR
$98.7B
$797K 0.3%
2,436
+38
+2% +$12.5K
KO icon
43
Coca-Cola
KO
$354B
$795K 0.3%
10,451
+801
+8% +$60.6K
ROL icon
44
Rollins
ROL
$18.6B
$785K 0.3%
14,699
-5,219
-26% -$311K
CAT icon
45
Caterpillar
CAT
$409B
$751K 0.29%
1,060
+24
+2% +$16.6K
PG icon
46
Procter & Gamble
PG
$343B
$743K 0.28%
5,145
-458
-8% -$69.4K
META icon
47
Meta Platforms (Facebook)
META
$1.51T
$713K 0.27%
1,246
-729
-37% -$467K
GS icon
48
Goldman Sachs
GS
$313B
$677K 0.26%
800
-388
-33% -$346K
IWF icon
49
iShares Russell 1000 Growth ETF
IWF
$122B
$661K 0.25%
6,200
-96
-2% -$10.9K
IJH icon
50
iShares Core S&P Mid-Cap ETF
IJH
$123B
$595K 0.23%
8,804
-124
-1% -$8.6K
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.