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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
LMT icon
51
Lockheed Martin
LMT
$134B
$551K 0.21%
911
+247
+37% +$152K
GEV icon
52
GE Vernova
GEV
$265B
$540K 0.21%
618
+202
+49% +$158K
COF icon
53
Capital One
COF
$127B
$509K 0.19%
2,789
-609
-18% -$127K
NKE icon
54
Nike
NKE
$62.5B
$491K 0.19%
9,299
-68
-0.7% -$4.12K
TSLA icon
55
Tesla
TSLA
$1.22T
$469K 0.18%
1,261
-10
-0.8% -$4.12K
CVX icon
56
Chevron
CVX
$378B
$451K 0.17%
+2,179
New +$397K
PEP icon
57
PepsiCo
PEP
$191B
$429K 0.16%
2,763
-10
-0.4% -$1.56K
ABBV icon
58
AbbVie
ABBV
$454B
$424K 0.16%
1,951
-175
-8% -$38.8K
QQQM icon
59
Invesco NASDAQ 100 ETF
QQQM
$95.9B
$416K 0.16%
1,750
– –
HON icon
60
Honeywell
HON
$77.9B
$407K 0.16%
1,801
+265
+17% +$60.6K
FHN icon
61
First Horizon
FHN
$12.1B
$391K 0.15%
17,189
– –
DUK icon
62
Duke Energy
DUK
$100B
$380K 0.14%
2,899
+112
+4% +$14K
GLD icon
63
SPDR Gold Trust
GLD
$132B
$376K 0.14%
873
+107
+14% +$47.9K
ETN icon
64
Eaton
ETN
$155B
$359K 0.14%
1,003
+30
+3% +$10.7K
AXP icon
65
American Express
AXP
$229B
$352K 0.13%
1,162
-335
-22% -$112K
IBM icon
66
IBM
IBM
$204B
$344K 0.13%
1,420
-1,107
-44% -$300K
CB icon
67
Chubb
CB
$139B
$332K 0.13%
1,017
+345
+51% +$111K
SSB icon
68
SouthState Bank Corp
SSB
$10.2B
$331K 0.13%
3,575
– –
MO icon
69
Altria Group
MO
$122B
$301K 0.11%
4,560
+45
+1% +$2.9K
MGK icon
70
Vanguard Mega Cap Growth ETF
MGK
$31.8B
$299K 0.11%
4,070
– –
ED icon
71
Consolidated Edison
ED
$41.1B
$299K 0.11%
2,637
+10
+0.4% +$1.08K
IYY icon
72
iShares Dow Jones US ETF
IYY
$2.93B
$295K 0.11%
1,859
-543
-23% -$89.8K
VTI icon
73
Vanguard Total Stock Market ETF
VTI
$655B
$289K 0.11%
901
-16
-2% -$5.37K
NSC icon
74
Norfolk Southern
NSC
$77.1B
$286K 0.11%
995
-12
-1% -$3.57K
VTC icon
75
Vanguard Total Corporate Bond ETF
VTC
$1.72B
$279K 0.11%
3,632
– –
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.