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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
-1.2%
1 Year Est. Return
+27.01%
3 Year Est. Return
+92.23%
5 Year Est. Return
+139.64%
10 Year Est. Return
–
AUM
$253M
AUM Growth
-$13.8M
Cap. Flow
-$7.45M
Cap. Flow %
-2.94%
Top 10 Hldgs %
65.99%
Holding
132
New
18
Increased
42
Reduced
43
Closed
7

Top Buys

Rank Stock Value
1
VFMV icon
Vanguard US Minimum Volatility ETF
VFMV
+$2.69M
2
T icon
AT&T
T
+$468K
3
ADP icon
Automatic Data Processing
ADP
+$441K
4
ABBV icon
AbbVie
ABBV
+$400K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$384K

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.5M
2
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.38M
3
MSFT icon
Microsoft
MSFT
+$1.67M
4
AAPL icon
Apple
AAPL
+$1.15M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$858K

Sector Composition

Rank Sector Weight
1 Technology 30.25%
2 Healthcare 15.78%
3 Financials 14.62%
4 Consumer Discretionary 11.49%
5 Consumer Staples 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FHN icon
51
First Horizon
FHN
$12.3B
$486K 0.19%
25,031
– –
ETN icon
52
Eaton
ETN
$179B
$446K 0.18%
1,639
-309
-16% -$96.2K
ABBV icon
53
AbbVie
ABBV
$440B
$430K 0.17%
+2,055
New +$400K
LHX icon
54
L3Harris
LHX
$54.1B
$430K 0.17%
2,057
-50
-2% -$10.5K
DFS
55
DELISTED
Discover Financial Services
DFS
$430K 0.17%
2,520
– –
CTAS icon
56
Cintas
CTAS
$81.4B
$422K 0.17%
2,052
-327
-14% -$65.1K
WMT icon
57
Walmart Inc
WMT
$923B
$413K 0.16%
4,703
+1,354
+40% +$127K
LMT icon
58
Lockheed Martin
LMT
$140B
$407K 0.16%
911
+81
+10% +$37.3K
WM icon
59
Waste Management
WM
$90.5B
$400K 0.16%
+1,729
New +$383K
DUK icon
60
Duke Energy
DUK
$96.3B
$386K 0.15%
3,168
+491
+18% +$56K
QQQM icon
61
Invesco NASDAQ 100 ETF
QQQM
$103B
$386K 0.15%
2,000
– –
HON icon
62
Honeywell
HON
$74.6B
$373K 0.15%
1,868
-31
-2% -$6.27K
IYW icon
63
iShares US Technology ETF
IYW
$25.4B
$364K 0.14%
2,590
-249
-9% -$38.8K
MRK icon
64
Merck
MRK
$328B
$356K 0.14%
3,969
+666
+20% +$62.2K
TSLA icon
65
Tesla
TSLA
$1.29T
$333K 0.13%
1,286
+545
+74% +$182K
SSB icon
66
SouthState Bank Corp
SSB
$10.7B
$332K 0.13%
3,575
– –
YUM icon
67
Yum! Brands
YUM
$41B
$327K 0.13%
2,079
-52
-2% -$7.49K
IYY icon
68
iShares Dow Jones US ETF
IYY
$3.07B
$324K 0.13%
+2,383
New +$342K
MRSH
69
Marsh
MRSH
$90.1B
$321K 0.13%
+1,315
New +$298K
SCHD icon
70
Schwab US Dividend Equity ETF
SCHD
$107B
$308K 0.12%
11,029
+7,176
+186% +$200K
ED icon
71
Consolidated Edison
ED
$39.9B
$308K 0.12%
2,785
+111
+4% +$10.9K
AZO icon
72
AutoZone
AZO
$49.7B
$297K 0.12%
+78
New +$269K
CMCSA icon
73
Comcast
CMCSA
$90.4B
$297K 0.12%
8,050
-2,075
-20% -$74.9K
VTC icon
74
Vanguard Total Corporate Bond ETF
VTC
$1.71B
$279K 0.11%
3,632
– –
SCHK icon
75
Schwab 1000 Index ETF
SCHK
$5.94B
$278K 0.11%
10,315
+30
+0.3% +$852
1 2
3
4 5

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Peachtree Investment Partners's Q1 2025 Portfolio in Review

As of Q1 2025, Peachtree Investment Partners held 132 positions worth $253M, down 5.2% from $267M the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Peachtree Investment Partners's Q1 2025 filing shows 18 new, 42 increased, 43 reduced and 7 closed positions. Its largest new stake was Vanguard US Minimum Volatility ETF: 21,502 shares worth $2.73M. The largest sale was Vanguard S&P 500 ETF, an estimated $4.5M.

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

  • Peachtree Investment Partners's largest Q1 2025 buy was Vanguard US Minimum Volatility ETF: 21,502 shares worth $2.73M.
  • Peachtree Investment Partners added most to Automatic Data Processing in Q1 2025, an estimated $441K increase.
  • Peachtree Investment Partners's biggest Q1 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $4.5M.
  • Peachtree Investment Partners fully exited Fair Isaac in Q1 2025, selling an estimated $496K.
  • Peachtree Investment Partners's ten largest holdings make up 66% of its $253M portfolio in Q1 2025.
  • Peachtree Investment Partners opened 18 new positions and closed 7 in Q1 2025.
  • Peachtree Investment Partners's portfolio value fell 5.2% quarter-over-quarter to $253M.

Based on Peachtree Investment Partners's 13F filing for Q1 2025, filed 12 May 2025.