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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
+8.11%
1 Year Est. Return
+27.01%
3 Year Est. Return
+92.23%
5 Year Est. Return
+139.64%
10 Year Est. Return
–
AUM
$288M
AUM Growth
+$26.3M
Cap. Flow
+$8.43M
Cap. Flow %
2.92%
Top 10 Hldgs %
63.81%
Holding
130
New
4
Increased
44
Reduced
54
Closed
2

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$5M
2
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.27M
3
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.7M
4
AVGO icon
Broadcom
AVGO
+$1.01M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$867K

Top Sells

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$972K
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$795K
3
MCK icon
McKesson
MCK
+$759K
4
MSFT icon
Microsoft
MSFT
+$729K
5
AAPL icon
Apple
AAPL
+$709K

Sector Composition

Rank Sector Weight
1 Technology 33.04%
2 Financials 13.29%
3 Healthcare 12.75%
4 Consumer Discretionary 11.41%
5 Consumer Staples 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MO icon
76
Altria Group
MO
$107B
$282K 0.1%
4,265
-770
-15% -$48.8K
TFC icon
77
Truist Financial
TFC
$64.3B
$279K 0.1%
6,109
-140
-2% -$6.31K
SCHD icon
78
Schwab US Dividend Equity ETF
SCHD
$107B
$277K 0.1%
10,149
+91
+0.9% +$2.48K
IYW icon
79
iShares US Technology ETF
IYW
$25.4B
$276K 0.1%
1,407
– –
ED icon
80
Consolidated Edison
ED
$39.9B
$273K 0.09%
2,715
-16
-0.6% -$1.6K
YUM icon
81
Yum! Brands
YUM
$41B
$266K 0.09%
1,753
-206
-11% -$30.3K
IWY icon
82
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$260K 0.09%
950
– –
CMCSA icon
83
Comcast
CMCSA
$90.4B
$258K 0.09%
8,200
+74
+0.9% +$2.48K
LOW icon
84
Lowe's Companies
LOW
$121B
$256K 0.09%
1,021
+4
+0.4% +$983
CAT icon
85
Caterpillar
CAT
$393B
$254K 0.09%
+532
New +$227K
DHR icon
86
Danaher
DHR
$145B
$245K 0.08%
1,234
-25
-2% -$4.97K
VYM icon
87
Vanguard High Dividend Yield ETF
VYM
$84B
$231K 0.08%
1,641
+6
+0.4% +$824
TXN icon
88
Texas Instruments
TXN
$253B
$228K 0.08%
1,243
+7
+0.6% +$1.37K
TRV icon
89
Travelers Companies
TRV
$77.2B
$225K 0.08%
807
-310
-28% -$83K
CB icon
90
Chubb
CB
$132B
$222K 0.08%
787
-971
-55% -$267K
BND icon
91
Vanguard Total Bond Market
BND
$161B
$217K 0.08%
2,920
-190
-6% -$14K
ATO icon
92
Atmos Energy
ATO
$28.7B
$217K 0.08%
1,270
-97
-7% -$15.7K
WFC icon
93
Wells Fargo
WFC
$269B
$211K 0.07%
2,515
– –
MDLZ icon
94
Mondelez International
MDLZ
$79.4B
$206K 0.07%
3,297
-129
-4% -$8.32K
PH icon
95
Parker-Hannifin
PH
$135B
$204K 0.07%
+269
New +$198K
SCHK icon
96
Schwab 1000 Index ETF
SCHK
$5.94B
$168K 0.06%
5,218
+14
+0.3% +$433
IWO icon
97
iShares Russell 2000 Growth ETF
IWO
$15B
$157K 0.05%
491
-1
-0.2% -$302
SCHF icon
98
Schwab International Equity ETF
SCHF
$69.1B
$153K 0.05%
6,559
– –
IJK icon
99
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$145K 0.05%
1,514
+1
+0.1% +$94
VTV icon
100
Vanguard Morningstar Value ETF
VTV
$193B
$79.9K 0.03%
428
+2
+0.5% +$362
2 3
4
5 6

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Peachtree Investment Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Peachtree Investment Partners held 130 positions worth $288M, up 10% from $262M the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 4.6%. Peachtree Investment Partners opened 4 new positions and exited 2, leaving the 130-position portfolio largely intact.

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

  • Peachtree Investment Partners's largest Q3 2025 buy was Oracle: 1,300 shares worth $366K.
  • Peachtree Investment Partners added most to Vanguard S&P 500 ETF in Q3 2025, an estimated $5M increase.
  • Peachtree Investment Partners's biggest Q3 2025 reduction was Eli Lilly, cutting an estimated $972K.
  • Peachtree Investment Partners fully exited SAP in Q3 2025, selling an estimated $359K.
  • Peachtree Investment Partners's ten largest holdings make up 64% of its $288M portfolio in Q3 2025.
  • Peachtree Investment Partners opened 4 new positions and closed 2 in Q3 2025.
  • Peachtree Investment Partners's portfolio value rose 10% quarter-over-quarter to $288M.

Based on Peachtree Investment Partners's 13F filing for Q3 2025, filed 31 Oct 2025.