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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
+9.33%
1 Year Est. Return
+27.01%
3 Year Est. Return
+92.23%
5 Year Est. Return
+139.64%
10 Year Est. Return
–
AUM
$262M
AUM Growth
+$8.98M
Cap. Flow
-$8.31M
Cap. Flow %
-3.17%
Top 10 Hldgs %
64.51%
Holding
135
New
10
Increased
50
Reduced
43
Closed
9

Top Buys

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.2M
2
PLTR icon
Palantir
PLTR
+$1.08M
3
NVDA icon
NVIDIA
NVDA
+$1.08M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$949K
5
AVGO icon
Broadcom
AVGO
+$804K

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.41M
2
VFMV icon
Vanguard US Minimum Volatility ETF
VFMV
+$2.73M
3
MSFT icon
Microsoft
MSFT
+$2.21M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.12M
5
AAPL icon
Apple
AAPL
+$1.46M

Sector Composition

Rank Sector Weight
1 Technology 32.54%
2 Financials 15.1%
3 Healthcare 14.72%
4 Consumer Discretionary 11.33%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
YUM icon
76
Yum! Brands
YUM
$41.3B
$290K 0.11%
1,959
-120
-6% -$17.5K
CMCSA icon
77
Comcast
CMCSA
$92.8B
$290K 0.11%
8,126
+76
+0.9% +$2.63K
ICE icon
78
Intercontinental Exchange
ICE
$86.9B
$281K 0.11%
+1,532
New +$263K
VTC icon
79
Vanguard Total Corporate Bond ETF
VTC
$1.71B
$281K 0.11%
3,632
– –
ED icon
80
Consolidated Edison
ED
$40B
$274K 0.1%
2,731
-54
-2% -$5.72K
TFC icon
81
Truist Financial
TFC
$64.8B
$269K 0.1%
6,249
-180
-3% -$7.04K
SCHD icon
82
Schwab US Dividend Equity ETF
SCHD
$108B
$267K 0.1%
10,058
-971
-9% -$25.4K
WPC icon
83
W.P. Carey
WPC
$16.3B
$261K 0.1%
4,179
+39
+0.9% +$2.4K
TXN icon
84
Texas Instruments
TXN
$250B
$257K 0.1%
1,236
-19
-2% -$3.37K
NSC icon
85
Norfolk Southern
NSC
$76B
$256K 0.1%
1,000
+3
+0.3% +$707
DHR icon
86
Danaher
DHR
$144B
$249K 0.09%
1,259
+1
+0.1% +$194
IYW icon
87
iShares US Technology ETF
IYW
$25.8B
$244K 0.09%
1,407
-1,183
-46% -$179K
IWY icon
88
iShares Russell Top 200 Growth ETF
IWY
$16.8B
$234K 0.09%
950
– –
MDLZ icon
89
Mondelez International
MDLZ
$80.8B
$231K 0.09%
3,426
+20
+0.6% +$1.33K
BND icon
90
Vanguard Total Bond Market
BND
$162B
$229K 0.09%
3,110
+190
+7% +$13.8K
LOW icon
91
Lowe's Companies
LOW
$122B
$226K 0.09%
1,017
-47
-4% -$10.5K
VYM icon
92
Vanguard High Dividend Yield ETF
VYM
$84.2B
$218K 0.08%
1,635
+8
+0.5% +$1.01K
ATO icon
93
Atmos Energy
ATO
$28.7B
$211K 0.08%
1,367
+12
+0.9% +$1.86K
WFC icon
94
Wells Fargo
WFC
$267B
$202K 0.08%
+2,515
New +$181K
SCHK icon
95
Schwab 1000 Index ETF
SCHK
$5.98B
$155K 0.06%
5,204
-5,111
-50% -$141K
SCHF icon
96
Schwab International Equity ETF
SCHF
$69.4B
$145K 0.06%
6,559
+23
+0.4% +$479
IWO icon
97
iShares Russell 2000 Growth ETF
IWO
$15.1B
$141K 0.05%
492
– –
IJK icon
98
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.3B
$138K 0.05%
1,513
+1
+0.1% +$86
VTV icon
99
Vanguard Morningstar Value ETF
VTV
$194B
$75.3K 0.03%
426
-400
-48% -$67.6K
VOE icon
100
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.5B
$69.4K 0.03%
422
– –
2 3
4
5 6

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Peachtree Investment Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Peachtree Investment Partners held 135 positions worth $262M, up 3.5% from $253M the previous quarter. Its ten largest holdings account for 65% of the portfolio.

Peachtree Investment Partners withdrew a net $8.31M in Q2 2025, closing 9 positions and reducing 43 holdings. Its most notable exit was State Street SPDR S&P 500 ETF Trust, an estimated $4.41M position sold in full.

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

Against the trend, Peachtree Investment Partners opened a new position in Invesco S&P 500 Momentum ETF worth $1.07M.

  • Peachtree Investment Partners's largest Q2 2025 buy was Invesco S&P 500 Momentum ETF: 9,505 shares worth $1.07M.
  • Peachtree Investment Partners added most to Schwab US Large- Cap ETF in Q2 2025, an estimated $1.2M increase.
  • Peachtree Investment Partners's biggest Q2 2025 reduction was Microsoft, cutting an estimated $2.21M.
  • Peachtree Investment Partners fully exited State Street SPDR S&P 500 ETF Trust in Q2 2025, selling an estimated $4.41M.
  • Peachtree Investment Partners's ten largest holdings make up 65% of its $262M portfolio in Q2 2025.
  • Peachtree Investment Partners opened 10 new positions and closed 9 in Q2 2025.
  • Peachtree Investment Partners's portfolio value rose 3.5% quarter-over-quarter to $262M.

Based on Peachtree Investment Partners's 13F filing for Q2 2025, filed 12 Aug 2025.