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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
+9.33%
1 Year Est. Return
+27.01%
3 Year Est. Return
+92.23%
5 Year Est. Return
+139.64%
10 Year Est. Return
–
AUM
$262M
AUM Growth
+$8.98M
Cap. Flow
-$8.31M
Cap. Flow %
-3.17%
Top 10 Hldgs %
64.51%
Holding
135
New
10
Increased
50
Reduced
43
Closed
9

Top Buys

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.2M
2
PLTR icon
Palantir
PLTR
+$1.08M
3
NVDA icon
NVIDIA
NVDA
+$1.08M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$949K
5
AVGO icon
Broadcom
AVGO
+$804K

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.41M
2
VFMV icon
Vanguard US Minimum Volatility ETF
VFMV
+$2.73M
3
MSFT icon
Microsoft
MSFT
+$2.21M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.12M
5
AAPL icon
Apple
AAPL
+$1.46M

Sector Composition

Rank Sector Weight
1 Technology 32.54%
2 Financials 15.1%
3 Healthcare 14.72%
4 Consumer Discretionary 11.33%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CB icon
51
Chubb
CB
$133B
$509K 0.19%
1,758
+1,085
+161% +$312K
LHX icon
52
L3Harris
LHX
$52.8B
$509K 0.19%
2,030
-27
-1% -$6.2K
GE icon
53
GE Aerospace
GE
$380B
$506K 0.19%
+1,964
New +$431K
PEP icon
54
PepsiCo
PEP
$188B
$469K 0.18%
3,552
-554
-13% -$74.6K
WMT icon
55
Walmart Inc
WMT
$914B
$459K 0.18%
4,690
-13
-0.3% -$1.24K
QQQM icon
56
Invesco NASDAQ 100 ETF
QQQM
$103B
$454K 0.17%
2,000
– –
XOM icon
57
ExxonMobil
XOM
$655B
$452K 0.17%
4,196
+13
+0.3% +$1.39K
T icon
58
AT&T
T
$165B
$452K 0.17%
15,626
-2,977
-16% -$82K
ETN icon
59
Eaton
ETN
$180B
$407K 0.16%
1,139
-500
-31% -$154K
ABBV icon
60
AbbVie
ABBV
$439B
$405K 0.15%
2,182
+127
+6% +$23.6K
TSLA icon
61
Tesla
TSLA
$1.29T
$402K 0.15%
1,266
-20
-2% -$6.03K
AZO icon
62
AutoZone
AZO
$49.5B
$375K 0.14%
101
+23
+29% +$84.8K
HON icon
63
Honeywell
HON
$73.4B
$371K 0.14%
1,691
-177
-9% -$35.8K
AXP icon
64
American Express
AXP
$230B
$365K 0.14%
1,144
-685
-37% -$193K
IYY icon
65
iShares Dow Jones US ETF
IYY
$3.07B
$360K 0.14%
2,389
+6
+0.3% +$836
SAP icon
66
SAP
SAP
$235B
$359K 0.14%
+1,180
New +$338K
LMT icon
67
Lockheed Martin
LMT
$138B
$338K 0.13%
731
-180
-20% -$84.3K
DUK icon
68
Duke Energy
DUK
$96.1B
$330K 0.13%
2,796
-372
-12% -$43.9K
SSB icon
69
SouthState Bank Corp
SSB
$10.7B
$329K 0.13%
3,575
– –
MRK icon
70
Merck
MRK
$330B
$314K 0.12%
3,969
– –
GS icon
71
Goldman Sachs
GS
$303B
$300K 0.11%
+424
New +$246K
TRV icon
72
Travelers Companies
TRV
$78B
$299K 0.11%
1,117
+201
+22% +$53K
MGK icon
73
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.7B
$298K 0.11%
4,070
– –
MO icon
74
Altria Group
MO
$108B
$295K 0.11%
5,035
+1,115
+28% +$65.5K
PM icon
75
Philip Morris
PM
$289B
$292K 0.11%
+1,601
New +$275K
1 2
3
4 5

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Peachtree Investment Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Peachtree Investment Partners held 135 positions worth $262M, up 3.5% from $253M the previous quarter. Its ten largest holdings account for 65% of the portfolio.

Peachtree Investment Partners withdrew a net $8.31M in Q2 2025, closing 9 positions and reducing 43 holdings. Its most notable exit was State Street SPDR S&P 500 ETF Trust, an estimated $4.41M position sold in full.

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

Against the trend, Peachtree Investment Partners opened a new position in Invesco S&P 500 Momentum ETF worth $1.07M.

  • Peachtree Investment Partners's largest Q2 2025 buy was Invesco S&P 500 Momentum ETF: 9,505 shares worth $1.07M.
  • Peachtree Investment Partners added most to Schwab US Large- Cap ETF in Q2 2025, an estimated $1.2M increase.
  • Peachtree Investment Partners's biggest Q2 2025 reduction was Microsoft, cutting an estimated $2.21M.
  • Peachtree Investment Partners fully exited State Street SPDR S&P 500 ETF Trust in Q2 2025, selling an estimated $4.41M.
  • Peachtree Investment Partners's ten largest holdings make up 65% of its $262M portfolio in Q2 2025.
  • Peachtree Investment Partners opened 10 new positions and closed 9 in Q2 2025.
  • Peachtree Investment Partners's portfolio value rose 3.5% quarter-over-quarter to $262M.

Based on Peachtree Investment Partners's 13F filing for Q2 2025, filed 12 Aug 2025.