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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
+4.86%
1 Year Est. Return
+27.01%
3 Year Est. Return
+92.23%
5 Year Est. Return
+139.64%
10 Year Est. Return
–
AUM
$301M
AUM Growth
+$12.9M
Cap. Flow
+$3.59M
Cap. Flow %
1.19%
Top 10 Hldgs %
63.01%
Holding
136
New
8
Increased
51
Reduced
49
Closed
9

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.9M
2
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.23M
3
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$894K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$585K
5
GS icon
Goldman Sachs
GS
+$508K

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$1.35M
2
ADP icon
Automatic Data Processing
ADP
+$836K
3
COST icon
Costco
COST
+$679K
4
PLTR icon
Palantir
PLTR
+$678K
5
META icon
Meta Platforms (Facebook)
META
+$673K

Sector Composition

Rank Sector Weight
1 Technology 30.6%
2 Healthcare 15.31%
3 Financials 12.95%
4 Consumer Discretionary 10.52%
5 Consumer Staples 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGT icon
26
Vanguard Information Technology ETF
VGT
$149B
$2.05M 0.68%
21,744
-528
-2% -$50.2K
SCHB icon
27
Schwab US Broad Market ETF
SCHB
$44.9B
$1.99M 0.66%
75,941
+3,103
+4% +$80.8K
JNJ icon
28
Johnson & Johnson
JNJ
$628B
$1.89M 0.63%
9,156
+1,705
+23% +$337K
ABT icon
29
Abbott
ABT
$192B
$1.69M 0.56%
13,517
-59
-0.4% -$7.52K
SYK icon
30
Stryker
SYK
$133B
$1.54M 0.51%
4,388
+59
+1% +$21.5K
META icon
31
Meta Platforms (Facebook)
META
$1.48T
$1.3M 0.43%
1,975
-1,008
-34% -$673K
ROST icon
32
Ross Stores
ROST
$80.4B
$1.28M 0.43%
7,118
+594
+9% +$99.1K
MCD icon
33
McDonald's
MCD
$195B
$1.25M 0.41%
4,084
+90
+2% +$27.6K
ROL icon
34
Rollins
ROL
$17.7B
$1.2M 0.4%
19,918
+6,338
+47% +$372K
SPMO icon
35
Invesco S&P 500 Momentum ETF
SPMO
$22.1B
$1.14M 0.38%
9,585
– –
MNST icon
36
Monster Beverage
MNST
$89.2B
$1.08M 0.36%
28,156
– –
GS icon
37
Goldman Sachs
GS
$302B
$1.04M 0.35%
1,188
+623
+110% +$508K
GE icon
38
GE Aerospace
GE
$381B
$1M 0.33%
3,261
+531
+19% +$160K
COF icon
39
Capital One
COF
$136B
$824K 0.27%
3,398
+587
+21% +$131K
PG icon
40
Procter & Gamble
PG
$335B
$803K 0.27%
5,603
-653
-10% -$96.3K
IVV icon
41
iShares Core S&P 500 ETF
IVV
$905B
$779K 0.26%
1,137
-498
-30% -$338K
IBM icon
42
IBM
IBM
$221B
$748K 0.25%
2,527
+737
+41% +$221K
IWF icon
43
iShares Russell 1000 Growth ETF
IWF
$128B
$745K 0.25%
6,296
+8
+0.1% +$948
MAR icon
44
Marriott International
MAR
$92.6B
$744K 0.25%
2,398
-157
-6% -$44.9K
KO icon
45
Coca-Cola
KO
$374B
$675K 0.22%
9,650
-1,972
-17% -$137K
WMT icon
46
Walmart Inc
WMT
$915B
$669K 0.22%
6,006
+499
+9% +$53.6K
NKE icon
47
Nike
NKE
$60.5B
$597K 0.2%
9,367
-403
-4% -$26.3K
CAT icon
48
Caterpillar
CAT
$397B
$594K 0.2%
1,036
+504
+95% +$280K
LHX icon
49
L3Harris
LHX
$53.2B
$592K 0.2%
2,017
-43
-2% -$12.4K
IJH icon
50
iShares Core S&P Mid-Cap ETF
IJH
$128B
$589K 0.2%
8,928
-15
-0.2% -$983
1
2
3 4 5

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Peachtree Investment Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Peachtree Investment Partners held 136 positions worth $301M, up 4.5% from $288M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Peachtree Investment Partners's Q4 2025 filing shows 8 new, 51 increased, 49 reduced and 9 closed positions. Its largest new stake was State Street SPDR S&P 500 ETF Trust: 7,249 shares worth $4.94M. The largest sale was Microsoft, an estimated $1.35M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 33% a quarter earlier, followed by Healthcare and Financials.

  • Peachtree Investment Partners's largest Q4 2025 buy was State Street SPDR S&P 500 ETF Trust: 7,249 shares worth $4.94M.
  • Peachtree Investment Partners added most to Schwab US Large- Cap ETF in Q4 2025, an estimated $3.23M increase.
  • Peachtree Investment Partners's biggest Q4 2025 reduction was Microsoft, cutting an estimated $1.35M.
  • Peachtree Investment Partners fully exited Netflix in Q4 2025, selling an estimated $520K.
  • Peachtree Investment Partners's ten largest holdings make up 63% of its $301M portfolio in Q4 2025.
  • Peachtree Investment Partners opened 8 new positions and closed 9 in Q4 2025.
  • Peachtree Investment Partners's portfolio value rose 4.5% quarter-over-quarter to $301M.

Based on Peachtree Investment Partners's 13F filing for Q4 2025, filed 11 Feb 2026.