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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
-1.2%
1 Year Est. Return
+27.01%
3 Year Est. Return
+92.23%
5 Year Est. Return
+139.64%
10 Year Est. Return
–
AUM
$253M
AUM Growth
-$13.8M
Cap. Flow
-$7.45M
Cap. Flow %
-2.94%
Top 10 Hldgs %
65.99%
Holding
132
New
18
Increased
42
Reduced
43
Closed
7

Top Buys

Rank Stock Value
1
VFMV icon
Vanguard US Minimum Volatility ETF
VFMV
+$2.69M
2
T icon
AT&T
T
+$468K
3
ADP icon
Automatic Data Processing
ADP
+$441K
4
ABBV icon
AbbVie
ABBV
+$400K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$384K

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.5M
2
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.38M
3
MSFT icon
Microsoft
MSFT
+$1.67M
4
AAPL icon
Apple
AAPL
+$1.15M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$858K

Sector Composition

Rank Sector Weight
1 Technology 30.25%
2 Healthcare 15.78%
3 Financials 14.62%
4 Consumer Discretionary 11.49%
5 Consumer Staples 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TFC icon
76
Truist Financial
TFC
$64.3B
$265K 0.1%
6,429
-125
-2% -$5.57K
WPC icon
77
W.P. Carey
WPC
$16.1B
$261K 0.1%
4,140
+42
+1% +$2.49K
DHR icon
78
Danaher
DHR
$145B
$258K 0.1%
1,258
-100
-7% -$21.8K
MGK icon
79
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.7B
$251K 0.1%
4,070
– –
LOW icon
80
Lowe's Companies
LOW
$121B
$248K 0.1%
1,064
-222
-17% -$54.6K
TRV icon
81
Travelers Companies
TRV
$77.2B
$242K 0.1%
+916
New +$228K
NSC icon
82
Norfolk Southern
NSC
$75.3B
$236K 0.09%
997
-154
-13% -$37.5K
MO icon
83
Altria Group
MO
$107B
$235K 0.09%
+3,920
New +$214K
MDLZ icon
84
Mondelez International
MDLZ
$79.4B
$231K 0.09%
3,406
-135
-4% -$8.32K
TXN icon
85
Texas Instruments
TXN
$253B
$226K 0.09%
1,255
+90
+8% +$16.8K
BND icon
86
Vanguard Total Bond Market
BND
$161B
$214K 0.08%
2,920
– –
VYM icon
87
Vanguard High Dividend Yield ETF
VYM
$84B
$210K 0.08%
+1,627
New +$213K
ATO icon
88
Atmos Energy
ATO
$28.7B
$210K 0.08%
+1,355
New +$198K
CB icon
89
Chubb
CB
$132B
$203K 0.08%
+673
New +$187K
SO icon
90
Southern Company
SO
$106B
$203K 0.08%
+2,202
New +$191K
IWY icon
91
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$200K 0.08%
950
-40
-4% -$9.2K
VTV icon
92
Vanguard Morningstar Value ETF
VTV
$193B
$143K 0.06%
+826
New +$144K
SCHF icon
93
Schwab International Equity ETF
SCHF
$69.1B
$129K 0.05%
+6,536
New +$128K
IJK icon
94
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$126K 0.05%
1,512
-295
-16% -$26.6K
IWO icon
95
iShares Russell 2000 Growth ETF
IWO
$15B
$126K 0.05%
492
+1
+0.2% +$282
SCHV
96
Schwab US Large-Cap Value ETF
SCHV
$16.3B
$103K 0.04%
3,891
+891
+30% +$23.9K
VOE icon
97
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.4B
$67.7K 0.03%
422
+180
+74% +$29.4K
IJT icon
98
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.42B
$64.3K 0.03%
517
+1
+0.2% +$134
VBR icon
99
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$58.9K 0.02%
+316
New +$62.4K
IWD icon
100
iShares Russell 1000 Value ETF
IWD
$84B
$49.9K 0.02%
265
– –
2 3
4
5 6

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Peachtree Investment Partners's Q1 2025 Portfolio in Review

As of Q1 2025, Peachtree Investment Partners held 132 positions worth $253M, down 5.2% from $267M the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Peachtree Investment Partners's Q1 2025 filing shows 18 new, 42 increased, 43 reduced and 7 closed positions. Its largest new stake was Vanguard US Minimum Volatility ETF: 21,502 shares worth $2.73M. The largest sale was Vanguard S&P 500 ETF, an estimated $4.5M.

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

  • Peachtree Investment Partners's largest Q1 2025 buy was Vanguard US Minimum Volatility ETF: 21,502 shares worth $2.73M.
  • Peachtree Investment Partners added most to Automatic Data Processing in Q1 2025, an estimated $441K increase.
  • Peachtree Investment Partners's biggest Q1 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $4.5M.
  • Peachtree Investment Partners fully exited Fair Isaac in Q1 2025, selling an estimated $496K.
  • Peachtree Investment Partners's ten largest holdings make up 66% of its $253M portfolio in Q1 2025.
  • Peachtree Investment Partners opened 18 new positions and closed 7 in Q1 2025.
  • Peachtree Investment Partners's portfolio value fell 5.2% quarter-over-quarter to $253M.

Based on Peachtree Investment Partners's 13F filing for Q1 2025, filed 12 May 2025.