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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
+9.33%
1 Year Est. Return
+27.01%
3 Year Est. Return
+92.23%
5 Year Est. Return
+139.64%
10 Year Est. Return
–
AUM
$262M
AUM Growth
+$8.98M
Cap. Flow
-$8.31M
Cap. Flow %
-3.17%
Top 10 Hldgs %
64.51%
Holding
135
New
10
Increased
50
Reduced
43
Closed
9

Top Buys

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.2M
2
PLTR icon
Palantir
PLTR
+$1.08M
3
NVDA icon
NVIDIA
NVDA
+$1.08M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$949K
5
AVGO icon
Broadcom
AVGO
+$804K

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.41M
2
VFMV icon
Vanguard US Minimum Volatility ETF
VFMV
+$2.73M
3
MSFT icon
Microsoft
MSFT
+$2.21M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.12M
5
AAPL icon
Apple
AAPL
+$1.46M

Sector Composition

Rank Sector Weight
1 Technology 32.54%
2 Financials 15.1%
3 Healthcare 14.72%
4 Consumer Discretionary 11.33%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
26
Meta Platforms (Facebook)
META
$1.53T
$1.69M 0.64%
2,289
+550
+32% +$340K
MCD icon
27
McDonald's
MCD
$194B
$1.31M 0.5%
4,476
-21
-0.5% -$6.47K
RSG icon
28
Republic Services
RSG
$65.9B
$1.2M 0.46%
4,862
+2,339
+93% +$578K
JNJ icon
29
Johnson & Johnson
JNJ
$626B
$1.19M 0.46%
7,809
-152
-2% -$23.4K
GOOGL icon
30
Alphabet (Google) Class A
GOOGL
$4.2T
$1.1M 0.42%
6,261
+2,122
+51% +$347K
SPMO icon
31
Invesco S&P 500 Momentum ETF
SPMO
$21.7B
$1.07M 0.41%
+9,505
New +$949K
PG icon
32
Procter & Gamble
PG
$338B
$1.06M 0.4%
6,652
-365
-5% -$59.6K
AVGO icon
33
Broadcom
AVGO
$1.98T
$1.02M 0.39%
+3,704
New +$804K
IBM icon
34
IBM
IBM
$225B
$989K 0.38%
3,355
+1,141
+52% +$294K
WM icon
35
Waste Management
WM
$90.7B
$977K 0.37%
4,268
+2,539
+147% +$589K
VTI icon
36
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
$945K 0.36%
3,108
– –
ROL icon
37
Rollins
ROL
$17.8B
$898K 0.34%
15,922
+3,864
+32% +$217K
MNST icon
38
Monster Beverage
MNST
$89.2B
$882K 0.34%
28,156
+7,184
+34% +$220K
GOOG icon
39
Alphabet (Google) Class C
GOOG
$4.19T
$882K 0.34%
4,970
+1,567
+46% +$259K
ROST icon
40
Ross Stores
ROST
$80.8B
$850K 0.32%
6,665
+159
+2% +$22.1K
KO icon
41
Coca-Cola
KO
$372B
$829K 0.32%
11,717
+28
+0.2% +$2K
MAR icon
42
Marriott International
MAR
$91.1B
$716K 0.27%
2,622
-213
-8% -$53.4K
NKE icon
43
Nike
NKE
$61.3B
$713K 0.27%
10,035
+16
+0.2% +$960
NFLX icon
44
Netflix
NFLX
$311B
$662K 0.25%
+4,940
New +$559K
COF icon
45
Capital One
COF
$134B
$598K 0.23%
+2,811
New +$525K
IWF icon
46
iShares Russell 1000 Growth ETF
IWF
$127B
$598K 0.23%
5,632
-76
-1% -$7.27K
IJH icon
47
iShares Core S&P Mid-Cap ETF
IJH
$127B
$562K 0.21%
9,060
+18
+0.2% +$1.06K
IVV icon
48
iShares Core S&P 500 ETF
IVV
$902B
$548K 0.21%
883
-850
-49% -$488K
CTAS icon
49
Cintas
CTAS
$82.1B
$541K 0.21%
2,429
+377
+18% +$81.1K
FHN icon
50
First Horizon
FHN
$12B
$531K 0.2%
25,031
– –
1
2
3 4 5

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Peachtree Investment Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Peachtree Investment Partners held 135 positions worth $262M, up 3.5% from $253M the previous quarter. Its ten largest holdings account for 65% of the portfolio.

Peachtree Investment Partners withdrew a net $8.31M in Q2 2025, closing 9 positions and reducing 43 holdings. Its most notable exit was State Street SPDR S&P 500 ETF Trust, an estimated $4.41M position sold in full.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 30% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Peachtree Investment Partners opened a new position in Invesco S&P 500 Momentum ETF worth $1.07M.

  • Peachtree Investment Partners's largest Q2 2025 buy was Invesco S&P 500 Momentum ETF: 9,505 shares worth $1.07M.
  • Peachtree Investment Partners added most to Schwab US Large- Cap ETF in Q2 2025, an estimated $1.2M increase.
  • Peachtree Investment Partners's biggest Q2 2025 reduction was Microsoft, cutting an estimated $2.21M.
  • Peachtree Investment Partners fully exited State Street SPDR S&P 500 ETF Trust in Q2 2025, selling an estimated $4.41M.
  • Peachtree Investment Partners's ten largest holdings make up 65% of its $262M portfolio in Q2 2025.
  • Peachtree Investment Partners opened 10 new positions and closed 9 in Q2 2025.
  • Peachtree Investment Partners's portfolio value rose 3.5% quarter-over-quarter to $262M.

Based on Peachtree Investment Partners's 13F filing for Q2 2025, filed 12 Aug 2025.