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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
+8.11%
1 Year Est. Return
+27.01%
3 Year Est. Return
+92.23%
5 Year Est. Return
+139.64%
10 Year Est. Return
–
AUM
$288M
AUM Growth
+$26.3M
Cap. Flow
+$8.43M
Cap. Flow %
2.92%
Top 10 Hldgs %
63.81%
Holding
130
New
4
Increased
44
Reduced
54
Closed
2

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$5M
2
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.27M
3
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.7M
4
AVGO icon
Broadcom
AVGO
+$1.01M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$867K

Top Sells

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$972K
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$795K
3
MCK icon
McKesson
MCK
+$759K
4
MSFT icon
Microsoft
MSFT
+$729K
5
AAPL icon
Apple
AAPL
+$709K

Sector Composition

Rank Sector Weight
1 Technology 33.04%
2 Financials 13.29%
3 Healthcare 12.75%
4 Consumer Discretionary 11.41%
5 Consumer Staples 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOG icon
26
Alphabet (Google) Class C
GOOG
$4.17T
$1.96M 0.68%
8,056
+3,086
+62% +$649K
SCHB icon
27
Schwab US Broad Market ETF
SCHB
$44.9B
$1.87M 0.65%
72,838
-132
-0.2% -$3.27K
ABT icon
28
Abbott
ABT
$192B
$1.82M 0.63%
13,576
-603
-4% -$79.2K
SYK icon
29
Stryker
SYK
$133B
$1.6M 0.55%
4,329
-78
-2% -$30.1K
JNJ icon
30
Johnson & Johnson
JNJ
$628B
$1.38M 0.48%
7,451
-358
-5% -$61.3K
MCD icon
31
McDonald's
MCD
$195B
$1.21M 0.42%
3,994
-482
-11% -$147K
SPMO icon
32
Invesco S&P 500 Momentum ETF
SPMO
$22.1B
$1.16M 0.4%
9,585
+80
+0.8% +$9.32K
IVV icon
33
iShares Core S&P 500 ETF
IVV
$904B
$1.09M 0.38%
1,635
+752
+85% +$484K
ROST icon
34
Ross Stores
ROST
$79.7B
$994K 0.34%
6,524
-141
-2% -$20.1K
PG icon
35
Procter & Gamble
PG
$336B
$961K 0.33%
6,256
-396
-6% -$61.8K
MNST icon
36
Monster Beverage
MNST
$89.4B
$948K 0.33%
28,156
– –
GE icon
37
GE Aerospace
GE
$380B
$821K 0.28%
2,730
+766
+39% +$209K
ROL icon
38
Rollins
ROL
$17.7B
$798K 0.28%
13,580
-2,342
-15% -$133K
RSG icon
39
Republic Services
RSG
$65.9B
$790K 0.27%
3,444
-1,418
-29% -$333K
KO icon
40
Coca-Cola
KO
$374B
$771K 0.27%
11,622
-95
-0.8% -$6.54K
IWF icon
41
iShares Russell 1000 Growth ETF
IWF
$128B
$737K 0.26%
6,288
+656
+12% +$73K
NKE icon
42
Nike
NKE
$60.3B
$681K 0.24%
9,770
-265
-3% -$19.7K
MAR icon
43
Marriott International
MAR
$92.6B
$665K 0.23%
2,555
-67
-3% -$18K
LHX icon
44
L3Harris
LHX
$53.5B
$629K 0.22%
2,060
+30
+1% +$8.2K
WM icon
45
Waste Management
WM
$90.8B
$626K 0.22%
2,835
-1,433
-34% -$323K
COF icon
46
Capital One
COF
$136B
$598K 0.21%
2,811
– –
IJH icon
47
iShares Core S&P Mid-Cap ETF
IJH
$128B
$584K 0.2%
8,943
-117
-1% -$7.52K
WMT icon
48
Walmart Inc
WMT
$919B
$568K 0.2%
5,507
+817
+17% +$81.3K
TSLA icon
49
Tesla
TSLA
$1.29T
$563K 0.2%
1,266
– –
NFLX icon
50
Netflix
NFLX
$309B
$520K 0.18%
4,340
-600
-12% -$73.2K
1
2
3 4 5

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Peachtree Investment Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Peachtree Investment Partners held 130 positions worth $288M, up 10% from $262M the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 4.6%. Peachtree Investment Partners opened 4 new positions and exited 2, leaving the 130-position portfolio largely intact.

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

  • Peachtree Investment Partners's largest Q3 2025 buy was Oracle: 1,300 shares worth $366K.
  • Peachtree Investment Partners added most to Vanguard S&P 500 ETF in Q3 2025, an estimated $5M increase.
  • Peachtree Investment Partners's biggest Q3 2025 reduction was Eli Lilly, cutting an estimated $972K.
  • Peachtree Investment Partners fully exited SAP in Q3 2025, selling an estimated $359K.
  • Peachtree Investment Partners's ten largest holdings make up 64% of its $288M portfolio in Q3 2025.
  • Peachtree Investment Partners opened 4 new positions and closed 2 in Q3 2025.
  • Peachtree Investment Partners's portfolio value rose 10% quarter-over-quarter to $288M.

Based on Peachtree Investment Partners's 13F filing for Q3 2025, filed 31 Oct 2025.