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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
+8.11%
1 Year Est. Return
+27.01%
3 Year Est. Return
+92.23%
5 Year Est. Return
+139.64%
10 Year Est. Return
–
AUM
$288M
AUM Growth
+$26.3M
Cap. Flow
+$8.43M
Cap. Flow %
2.92%
Top 10 Hldgs %
63.81%
Holding
130
New
4
Increased
44
Reduced
54
Closed
2

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$5M
2
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.27M
3
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.7M
4
AVGO icon
Broadcom
AVGO
+$1.01M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$867K

Top Sells

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$972K
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$795K
3
MCK icon
McKesson
MCK
+$759K
4
MSFT icon
Microsoft
MSFT
+$729K
5
AAPL icon
Apple
AAPL
+$709K

Sector Composition

Rank Sector Weight
1 Technology 33.04%
2 Financials 13.29%
3 Healthcare 12.75%
4 Consumer Discretionary 11.41%
5 Consumer Staples 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBM icon
51
IBM
IBM
$222B
$505K 0.18%
1,790
-1,565
-47% -$410K
QQQM icon
52
Invesco NASDAQ 100 ETF
QQQM
$103B
$494K 0.17%
2,000
– –
CTAS icon
53
Cintas
CTAS
$81.4B
$490K 0.17%
2,387
-42
-2% -$8.97K
XOM icon
54
ExxonMobil
XOM
$657B
$463K 0.16%
4,109
-87
-2% -$9.67K
ABBV icon
55
AbbVie
ABBV
$440B
$452K 0.16%
1,951
-231
-11% -$47K
GS icon
56
Goldman Sachs
GS
$302B
$450K 0.16%
565
+141
+33% +$104K
AZO icon
57
AutoZone
AZO
$49.7B
$442K 0.15%
103
+2
+2% +$8.02K
T icon
58
AT&T
T
$166B
$429K 0.15%
15,177
-449
-3% -$12.8K
PEP icon
59
PepsiCo
PEP
$189B
$428K 0.15%
3,049
-503
-14% -$71.8K
IYY icon
60
iShares Dow Jones US ETF
IYY
$3.07B
$389K 0.13%
2,395
+6
+0.3% +$939
FHN icon
61
First Horizon
FHN
$12.3B
$389K 0.13%
17,189
-7,842
-31% -$174K
ETN icon
62
Eaton
ETN
$179B
$388K 0.13%
1,038
-101
-9% -$36.7K
AXP icon
63
American Express
AXP
$232B
$379K 0.13%
1,140
-4
-0.3% -$1.27K
ORCL icon
64
Oracle
ORCL
$442B
$366K 0.13%
+1,300
New +$331K
SSB icon
65
SouthState Bank Corp
SSB
$10.7B
$353K 0.12%
3,575
– –
DUK icon
66
Duke Energy
DUK
$96.3B
$346K 0.12%
2,798
+2
+0.1% +$243
HON icon
67
Honeywell
HON
$74.6B
$335K 0.12%
1,690
-1
-0.1% -$209
LMT icon
68
Lockheed Martin
LMT
$140B
$330K 0.11%
661
-70
-10% -$31.8K
MGK icon
69
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.7B
$327K 0.11%
4,070
– –
ICE icon
70
Intercontinental Exchange
ICE
$85B
$317K 0.11%
1,883
+351
+23% +$62.7K
VTI icon
71
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$312K 0.11%
951
-2,157
-69% -$681K
MRK icon
72
Merck
MRK
$328B
$303K 0.11%
3,611
-358
-9% -$29.5K
NSC icon
73
Norfolk Southern
NSC
$75.3B
$302K 0.1%
1,004
+4
+0.4% +$1.11K
WPC icon
74
W.P. Carey
WPC
$16.1B
$285K 0.1%
4,218
+39
+0.9% +$2.55K
VTC icon
75
Vanguard Total Corporate Bond ETF
VTC
$1.71B
$285K 0.1%
3,632
– –
1 2
3
4 5

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Peachtree Investment Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Peachtree Investment Partners held 130 positions worth $288M, up 10% from $262M the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 4.6%. Peachtree Investment Partners opened 4 new positions and exited 2, leaving the 130-position portfolio largely intact.

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

  • Peachtree Investment Partners's largest Q3 2025 buy was Oracle: 1,300 shares worth $366K.
  • Peachtree Investment Partners added most to Vanguard S&P 500 ETF in Q3 2025, an estimated $5M increase.
  • Peachtree Investment Partners's biggest Q3 2025 reduction was Eli Lilly, cutting an estimated $972K.
  • Peachtree Investment Partners fully exited SAP in Q3 2025, selling an estimated $359K.
  • Peachtree Investment Partners's ten largest holdings make up 64% of its $288M portfolio in Q3 2025.
  • Peachtree Investment Partners opened 4 new positions and closed 2 in Q3 2025.
  • Peachtree Investment Partners's portfolio value rose 10% quarter-over-quarter to $288M.

Based on Peachtree Investment Partners's 13F filing for Q3 2025, filed 31 Oct 2025.