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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
+4.86%
1 Year Est. Return
+27.01%
3 Year Est. Return
+92.23%
5 Year Est. Return
+139.64%
10 Year Est. Return
–
AUM
$301M
AUM Growth
+$12.9M
Cap. Flow
+$3.59M
Cap. Flow %
1.19%
Top 10 Hldgs %
63.01%
Holding
136
New
8
Increased
51
Reduced
49
Closed
9

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.9M
2
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.23M
3
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$894K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$585K
5
GS icon
Goldman Sachs
GS
+$508K

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$1.35M
2
ADP icon
Automatic Data Processing
ADP
+$836K
3
COST icon
Costco
COST
+$679K
4
PLTR icon
Palantir
PLTR
+$678K
5
META icon
Meta Platforms (Facebook)
META
+$673K

Sector Composition

Rank Sector Weight
1 Technology 30.6%
2 Healthcare 15.31%
3 Financials 12.95%
4 Consumer Discretionary 10.52%
5 Consumer Staples 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
51
Tesla
TSLA
$1.29T
$572K 0.19%
1,271
+5
+0.4% +$2.22K
AXP icon
52
American Express
AXP
$232B
$554K 0.18%
1,497
+357
+31% +$128K
ABBV icon
53
AbbVie
ABBV
$440B
$486K 0.16%
2,126
+175
+9% +$39.9K
XOM icon
54
ExxonMobil
XOM
$657B
$461K 0.15%
3,832
-277
-7% -$32.1K
QQQM icon
55
Invesco NASDAQ 100 ETF
QQQM
$103B
$443K 0.15%
1,750
-250
-13% -$63.2K
C icon
56
Citigroup
C
$231B
$430K 0.14%
+3,681
New +$382K
FHN icon
57
First Horizon
FHN
$12.3B
$411K 0.14%
17,189
– –
IYY icon
58
iShares Dow Jones US ETF
IYY
$3.07B
$398K 0.13%
2,402
+7
+0.3% +$1.15K
PEP icon
59
PepsiCo
PEP
$189B
$398K 0.13%
2,773
-276
-9% -$40.6K
GLW icon
60
Corning
GLW
$144B
$343K 0.11%
+3,919
New +$338K
SSB icon
61
SouthState Bank Corp
SSB
$10.7B
$336K 0.11%
3,575
– –
MGK icon
62
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.7B
$336K 0.11%
4,070
– –
DUK icon
63
Duke Energy
DUK
$96.3B
$327K 0.11%
2,787
-11
-0.4% -$1.34K
LMT icon
64
Lockheed Martin
LMT
$140B
$321K 0.11%
664
+3
+0.5% +$1.44K
CTAS icon
65
Cintas
CTAS
$81.4B
$319K 0.11%
1,699
-688
-29% -$130K
ETN icon
66
Eaton
ETN
$179B
$310K 0.1%
973
-65
-6% -$23K
VTI icon
67
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$308K 0.1%
917
-34
-4% -$11.3K
GLD icon
68
SPDR Gold Trust
GLD
$144B
$304K 0.1%
+766
New +$293K
HON icon
69
Honeywell
HON
$74.6B
$300K 0.1%
1,536
-154
-9% -$30.1K
TFC icon
70
Truist Financial
TFC
$64.3B
$295K 0.1%
5,989
-120
-2% -$5.53K
NSC icon
71
Norfolk Southern
NSC
$75.3B
$291K 0.1%
1,007
+3
+0.3% +$868
VTC icon
72
Vanguard Total Corporate Bond ETF
VTC
$1.71B
$282K 0.09%
3,632
– –
IYW icon
73
iShares US Technology ETF
IYW
$25.4B
$281K 0.09%
1,407
– –
GEV icon
74
GE Vernova
GEV
$277B
$272K 0.09%
+416
New +$253K
YUM icon
75
Yum! Brands
YUM
$41B
$265K 0.09%
1,754
+1
+0.1% +$148
1 2
3
4 5

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Peachtree Investment Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Peachtree Investment Partners held 136 positions worth $301M, up 4.5% from $288M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Peachtree Investment Partners's Q4 2025 filing shows 8 new, 51 increased, 49 reduced and 9 closed positions. Its largest new stake was State Street SPDR S&P 500 ETF Trust: 7,249 shares worth $4.94M. The largest sale was Microsoft, an estimated $1.35M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 33% a quarter earlier, followed by Healthcare and Financials.

  • Peachtree Investment Partners's largest Q4 2025 buy was State Street SPDR S&P 500 ETF Trust: 7,249 shares worth $4.94M.
  • Peachtree Investment Partners added most to Schwab US Large- Cap ETF in Q4 2025, an estimated $3.23M increase.
  • Peachtree Investment Partners's biggest Q4 2025 reduction was Microsoft, cutting an estimated $1.35M.
  • Peachtree Investment Partners fully exited Netflix in Q4 2025, selling an estimated $520K.
  • Peachtree Investment Partners's ten largest holdings make up 63% of its $301M portfolio in Q4 2025.
  • Peachtree Investment Partners opened 8 new positions and closed 9 in Q4 2025.
  • Peachtree Investment Partners's portfolio value rose 4.5% quarter-over-quarter to $301M.

Based on Peachtree Investment Partners's 13F filing for Q4 2025, filed 11 Feb 2026.