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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
GS icon
51
Goldman Sachs
GS
$297B
$779K 0.25%
770
-30
-4% -$29.2K
WMT icon
52
Walmart Inc
WMT
$839B
$738K 0.24%
6,517
-303
-4% -$37.6K
PG icon
53
Procter & Gamble
PG
$332B
$694K 0.22%
4,734
-411
-8% -$59.8K
IJH icon
54
iShares Core S&P Mid-Cap ETF
IJH
$123B
$675K 0.22%
8,757
-47
-0.5% -$3.45K
TSLA icon
55
Tesla
TSLA
$1.44T
$649K 0.21%
1,542
+281
+22% +$112K
MRVL icon
56
Marvell Technology
MRVL
$204B
$625K 0.2%
+2,098
New +$421K
LHX icon
57
L3Harris
LHX
$46.3B
$608K 0.19%
2,092
-771
-27% -$245K
COF icon
58
Capital One
COF
$127B
$568K 0.18%
2,829
+40
+1% +$7.65K
ROL icon
59
Rollins
ROL
$16.6B
$465K 0.15%
11,149
-3,550
-24% -$181K
TXN icon
60
Texas Instruments
TXN
$236B
$462K 0.15%
1,550
+272
+21% +$75.5K
FHN icon
61
First Horizon
FHN
$11.7B
$441K 0.14%
17,189
– –
INTC icon
62
Intel
INTC
$530B
$427K 0.14%
+3,058
New +$309K
ABBV icon
63
AbbVie
ABBV
$451B
$425K 0.14%
1,688
-263
-13% -$56.6K
ETN icon
64
Eaton
ETN
$159B
$421K 0.14%
988
-15
-1% -$6.05K
PEP icon
65
PepsiCo
PEP
$187B
$387K 0.12%
2,861
+98
+4% +$14.7K
LMT icon
66
Lockheed Martin
LMT
$122B
$386K 0.12%
758
-153
-17% -$82.7K
DUK icon
67
Duke Energy
DUK
$93.1B
$377K 0.12%
2,980
+81
+3% +$10.2K
TSM icon
68
TSMC
TSM
$2.22T
$373K 0.12%
781
+132
+20% +$53.6K
SNDK
69
Sandisk
SNDK
$248B
$368K 0.12%
+162
New +$231K
SSB icon
70
SouthState Bank Corp
SSB
$10.3B
$357K 0.11%
3,575
– –
VTI icon
71
Vanguard Morningstar Total Stock Market ETF
VTI
$681B
$348K 0.11%
940
+39
+4% +$13.9K
MO icon
72
Altria Group
MO
$115B
$340K 0.11%
4,729
+169
+4% +$11.8K
IYY icon
73
iShares Dow Jones US ETF
IYY
$3.01B
$340K 0.11%
1,863
+4
+0.2% +$706
NKE icon
74
Nike
NKE
$54.3B
$331K 0.11%
8,075
-1,224
-13% -$53.8K
TRV icon
75
Travelers Companies
TRV
$76.7B
$320K 0.1%
968
+159
+20% +$48.2K
1 2
3
4 5

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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.