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PIP

Peachtree Investment Partners Portfolio holdings

AUM $262M
1-Year Est. Return 17.39%
This Fund
S&P 500
This Quarter Est. Return
-5.29%
1 Year Est. Return
+17.39%
3 Year Est. Return
+82.63%
5 Year Est. Return
+121.58%
10 Year Est. Return
–
AUM
$262M
AUM Growth
-$38.9M
Cap. Flow
-$17.8M
Cap. Flow %
-6.77%
Top 10 Hldgs %
59.77%
Holding
136
New
9
Increased
47
Reduced
50
Closed
7

Top Buys

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.04M
2
KMB icon
Kimberly-Clark
KMB
+$1.64M
3
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.04M
4
GLW icon
Corning
GLW
+$524K
5
XOM icon
ExxonMobil
XOM
+$498K

Top Sells

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$6.14M
2
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.57M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.66M
4
MSFT icon
Microsoft
MSFT
+$2.24M
5
PLTR icon
Palantir
PLTR
+$1.39M

Sector Composition

Rank Sector Weight
1 Technology 28.59%
2 Healthcare 15.82%
3 Financials 12.14%
4 Consumer Discretionary 11.26%
5 Consumer Staples 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TFC icon
76
Truist Financial
TFC
$63.7B
$278K 0.11%
6,049
+60
+1% +$2.96K
YUM icon
77
Yum! Brands
YUM
$40.7B
$273K 0.1%
1,759
+5
+0.3% +$792
CTAS icon
78
Cintas
CTAS
$84.4B
$264K 0.1%
1,560
-139
-8% -$26.6K
ATO icon
79
Atmos Energy
ATO
$29.7B
$262K 0.1%
1,417
+203
+17% +$35.9K
HWM icon
80
Howmet Aerospace
HWM
$115B
$259K 0.1%
+1,123
New +$262K
TXN icon
81
Texas Instruments
TXN
$255B
$248K 0.09%
1,278
+27
+2% +$5.47K
VYM icon
82
Vanguard High Dividend Yield ETF
VYM
$81.3B
$245K 0.09%
1,655
+6
+0.4% +$902
LOW icon
83
Lowe's Companies
LOW
$119B
$243K 0.09%
1,028
+3
+0.3% +$782
CMCSA icon
84
Comcast
CMCSA
$80.9B
$239K 0.09%
8,335
+195
+2% +$5.83K
MRK icon
85
Merck
MRK
$323B
$238K 0.09%
1,981
-8
-0.4% -$924
TRV icon
86
Travelers Companies
TRV
$81.4B
$236K 0.09%
809
+26
+3% +$7.62K
T icon
87
AT&T
T
$167B
$220K 0.08%
+7,602
New +$203K
RTX icon
88
RTX Corp
RTX
$294B
$220K 0.08%
+1,138
New +$226K
TSM icon
89
TSMC
TSM
$2.07T
$219K 0.08%
+649
New +$223K
DHR icon
90
Danaher
DHR
$138B
$219K 0.08%
1,153
+20
+2% +$4.26K
BND icon
91
Vanguard Total Bond Market
BND
$158B
$215K 0.08%
2,920
– –
AMGN icon
92
Amgen
AMGN
$203B
$208K 0.08%
592
-40
-6% -$14.3K
WFC icon
93
Wells Fargo
WFC
$264B
$204K 0.08%
2,565
– –
SCHK icon
94
Schwab 1000 Index ETF
SCHK
$5.66B
$164K 0.06%
5,248
+14
+0.3% +$459
IJK icon
95
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
$151K 0.06%
1,496
+1
+0.1% +$103
IYW icon
96
iShares US Technology ETF
IYW
$23.3B
$146K 0.06%
804
-603
-43% -$117K
IWO icon
97
iShares Russell 2000 Growth ETF
IWO
$14.4B
$134K 0.05%
428
-51
-11% -$17K
SCHF icon
98
Schwab International Equity ETF
SCHF
$65.9B
$131K 0.05%
5,277
-1,383
-21% -$35.2K
VDE icon
99
Vanguard Energy ETF
VDE
$9.87B
$113K 0.04%
+656
New +$99.2K
SCHV
100
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$88.4K 0.03%
2,900
+2,502
+629% +$78K
2 3
4
5 6

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Peachtree Investment Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Peachtree Investment Partners held 136 positions worth $262M, down 13% from $301M the previous quarter. Its ten largest holdings account for 60% of the portfolio.

Peachtree Investment Partners withdrew a net $17.8M in Q1 2026, closing 7 positions and reducing 50 holdings. Its most notable exit was Monster Beverage, an estimated $1.08M position sold in full.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 31% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Peachtree Investment Partners opened a new position in Kimberly-Clark worth $1.54M.

  • Peachtree Investment Partners's largest Q1 2026 buy was Kimberly-Clark: 15,987 shares worth $1.54M.
  • Peachtree Investment Partners added most to Schwab US Dividend Equity ETF in Q1 2026, an estimated $5.04M increase.
  • Peachtree Investment Partners's biggest Q1 2026 reduction was Schwab US Large- Cap ETF, cutting an estimated $6.14M.
  • Peachtree Investment Partners fully exited Monster Beverage in Q1 2026, selling an estimated $1.08M.
  • Peachtree Investment Partners's ten largest holdings make up 60% of its $262M portfolio in Q1 2026.
  • Peachtree Investment Partners opened 9 new positions and closed 7 in Q1 2026.
  • Peachtree Investment Partners's portfolio value fell 13% quarter-over-quarter to $262M.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.