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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
+18.29%
1 Year Est. Return
+27.01%
3 Year Est. Return
+92.23%
5 Year Est. Return
+139.64%
10 Year Est. Return
–
AUM
$312M
AUM Growth
+$49.5M
Cap. Flow
+$20.6M
Cap. Flow %
6.62%
Top 10 Hldgs %
57.73%
Holding
152
New
23
Increased
54
Reduced
46
Closed
9

Top Buys

Rank Stock Value
1
SOXX icon
iShares Semiconductor ETF
SOXX
+$8.88M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.31M
3
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$4.54M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.76M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.6M

Top Sells

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.26M
2
MCK icon
McKesson
MCK
+$1.48M
3
XOM icon
ExxonMobil
XOM
+$1.23M
4
COR icon
Cencora
COR
+$1.16M
5
MSFT icon
Microsoft
MSFT
+$995K

Sector Composition

Rank Sector Weight
1 Technology 28.24%
2 Miscellaneous 26.26%
3 Healthcare 13.5%
4 Financials 11.14%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STX icon
76
Seagate
STX
$196B
$318K 0.1%
+330
New +$252K
CW icon
77
Curtiss-Wright
CW
$20.7B
$311K 0.1%
+410
New +$300K
MS icon
78
Morgan Stanley
MS
$334B
$304K 0.1%
+1,453
New +$288K
TFC icon
79
Truist Financial
TFC
$61.5B
$302K 0.1%
6,059
+10
+0.2% +$492
IBM icon
80
IBM
IBM
$220B
$298K 0.1%
1,061
-359
-25% -$90.5K
ED icon
81
Consolidated Edison
ED
$39.5B
$294K 0.09%
2,655
+18
+0.7% +$1.96K
NSC icon
82
Norfolk Southern
NSC
$72.6B
$290K 0.09%
922
-73
-7% -$22.5K
MRK icon
83
Merck
MRK
$357B
$290K 0.09%
2,255
+274
+14% +$32.1K
AXP icon
84
American Express
AXP
$217B
$285K 0.09%
842
-320
-28% -$102K
VTC icon
85
Vanguard Total Corporate Bond ETF
VTC
$1.68B
$279K 0.09%
3,632
– –
YUM icon
86
Yum! Brands
YUM
$39.3B
$277K 0.09%
1,730
-29
-2% -$4.49K
VYM icon
87
Vanguard High Dividend Yield ETF
VYM
$82.1B
$263K 0.08%
1,663
+8
+0.5% +$1.25K
CASY icon
88
Casey's General Stores
CASY
$23.2B
$257K 0.08%
+324
New +$261K
GLD icon
89
SPDR Gold Trust
GLD
$146B
$255K 0.08%
691
-182
-21% -$75.4K
UNH icon
90
UnitedHealth
UNH
$349B
$254K 0.08%
+610
New +$226K
HON icon
91
Honeywell
HON
$64.1B
$253K 0.08%
1,130
-671
-37% -$150K
SPG icon
92
Simon Property Group
SPG
$66.2B
$244K 0.08%
+1,089
New +$224K
CTAS icon
93
Cintas
CTAS
$79.4B
$241K 0.08%
1,420
-140
-9% -$24.2K
HWM icon
94
Howmet Aerospace
HWM
$90.9B
$241K 0.08%
895
-228
-20% -$58.6K
BA icon
95
Boeing
BA
$162B
$238K 0.08%
+1,098
New +$244K
CSCO icon
96
Cisco
CSCO
$424B
$235K 0.08%
+1,997
New +$209K
C icon
97
Citigroup
C
$232B
$233K 0.07%
+1,668
New +$217K
CVX icon
98
Chevron
CVX
$417B
$230K 0.07%
1,386
-793
-36% -$148K
AMGN icon
99
Amgen
AMGN
$207B
$227K 0.07%
628
+36
+6% +$12.3K
WFC icon
100
Wells Fargo
WFC
$270B
$226K 0.07%
2,730
+165
+6% +$13.3K
2 3
4
5 6

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TAM
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MCA
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WAM
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BWL
Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return
PPC
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AIA
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MFG
Monte Financial Group Guilford, Connecticut $312M AUM 20.28% 1-Year Est. Return
PF
Prosperitas Financial Valencia, California $312M AUM 34.44% 1-Year Est. Return

Peachtree Investment Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Peachtree Investment Partners held 152 positions worth $312M, up 19% from $262M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Peachtree Investment Partners deployed $20.6M of net new capital in Q2 2026, opening 23 new positions and adding to 54 existing holdings. Its largest new stake was iShares Semiconductor ETF: 17,499 shares worth $11.2M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 29% a quarter earlier, followed by Miscellaneous and Healthcare.

On the sell side, the largest reduction was Schwab US Dividend Equity ETF, an estimated $3.26M trimmed.

  • Peachtree Investment Partners's largest Q2 2026 buy was iShares Semiconductor ETF: 17,499 shares worth $11.2M.
  • Peachtree Investment Partners added most to Vanguard S&P 500 ETF in Q2 2026, an estimated $7.31M increase.
  • Peachtree Investment Partners's biggest Q2 2026 reduction was Schwab US Dividend Equity ETF, cutting an estimated $3.26M.
  • Peachtree Investment Partners fully exited ExxonMobil in Q2 2026, selling an estimated $1.23M.
  • Peachtree Investment Partners's ten largest holdings make up 58% of its $312M portfolio in Q2 2026.
  • Peachtree Investment Partners opened 23 new positions and closed 9 in Q2 2026.
  • Peachtree Investment Partners's portfolio value rose 19% quarter-over-quarter to $312M.

Based on Peachtree Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.