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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
+4.86%
1 Year Est. Return
+27.01%
3 Year Est. Return
+92.23%
5 Year Est. Return
+139.64%
10 Year Est. Return
–
AUM
$301M
AUM Growth
+$12.9M
Cap. Flow
+$3.59M
Cap. Flow %
1.19%
Top 10 Hldgs %
63.01%
Holding
136
New
8
Increased
51
Reduced
49
Closed
9

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.9M
2
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.23M
3
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$894K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$585K
5
GS icon
Goldman Sachs
GS
+$508K

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$1.35M
2
ADP icon
Automatic Data Processing
ADP
+$836K
3
COST icon
Costco
COST
+$679K
4
PLTR icon
Palantir
PLTR
+$678K
5
META icon
Meta Platforms (Facebook)
META
+$673K

Sector Composition

Rank Sector Weight
1 Technology 30.6%
2 Healthcare 15.31%
3 Financials 12.95%
4 Consumer Discretionary 10.52%
5 Consumer Staples 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWY icon
76
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$263K 0.09%
950
– –
ED icon
77
Consolidated Edison
ED
$39.9B
$261K 0.09%
2,627
-88
-3% -$8.73K
MO icon
78
Altria Group
MO
$107B
$260K 0.09%
4,515
+250
+6% +$15.1K
DHR icon
79
Danaher
DHR
$145B
$259K 0.09%
1,133
-101
-8% -$22.2K
LOW icon
80
Lowe's Companies
LOW
$121B
$247K 0.08%
1,025
+4
+0.4% +$960
CMCSA icon
81
Comcast
CMCSA
$90.4B
$243K 0.08%
8,140
-60
-0.7% -$1.71K
SCHD icon
82
Schwab US Dividend Equity ETF
SCHD
$107B
$241K 0.08%
8,773
-1,376
-14% -$37.4K
WFC icon
83
Wells Fargo
WFC
$269B
$239K 0.08%
2,565
+50
+2% +$4.34K
VYM icon
84
Vanguard High Dividend Yield ETF
VYM
$84B
$237K 0.08%
1,649
+8
+0.5% +$1.14K
TRV icon
85
Travelers Companies
TRV
$77.2B
$227K 0.08%
783
-24
-3% -$6.75K
RSG icon
86
Republic Services
RSG
$65.6B
$221K 0.07%
1,042
-2,402
-70% -$517K
TXN icon
87
Texas Instruments
TXN
$253B
$217K 0.07%
1,251
+8
+0.6% +$1.37K
BND icon
88
Vanguard Total Bond Market
BND
$161B
$216K 0.07%
2,920
– –
CB icon
89
Chubb
CB
$132B
$210K 0.07%
672
-115
-15% -$33.6K
MRK icon
90
Merck
MRK
$328B
$209K 0.07%
1,989
-1,622
-45% -$152K
AMGN icon
91
Amgen
AMGN
$225B
$207K 0.07%
+632
New +$200K
WM icon
92
Waste Management
WM
$90.5B
$205K 0.07%
932
-1,903
-67% -$406K
TMO icon
93
Thermo Fisher Scientific
TMO
$223B
$204K 0.07%
+352
New +$199K
ATO icon
94
Atmos Energy
ATO
$28.7B
$203K 0.07%
1,214
-56
-4% -$9.68K
SCHK icon
95
Schwab 1000 Index ETF
SCHK
$5.94B
$172K 0.06%
5,234
+16
+0.3% +$521
SCHF icon
96
Schwab International Equity ETF
SCHF
$69.1B
$160K 0.05%
6,660
+101
+2% +$2.4K
IWO icon
97
iShares Russell 2000 Growth ETF
IWO
$15B
$155K 0.05%
479
-12
-2% -$3.9K
IJK icon
98
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$145K 0.05%
1,495
-19
-1% -$1.83K
IJT icon
99
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.42B
$73.5K 0.02%
521
+2
+0.4% +$283
VBR icon
100
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$67.9K 0.02%
320
+3
+0.9% +$628
2 3
4
5 6

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Peachtree Investment Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Peachtree Investment Partners held 136 positions worth $301M, up 4.5% from $288M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Peachtree Investment Partners's Q4 2025 filing shows 8 new, 51 increased, 49 reduced and 9 closed positions. Its largest new stake was State Street SPDR S&P 500 ETF Trust: 7,249 shares worth $4.94M. The largest sale was Microsoft, an estimated $1.35M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 33% a quarter earlier, followed by Healthcare and Financials.

  • Peachtree Investment Partners's largest Q4 2025 buy was State Street SPDR S&P 500 ETF Trust: 7,249 shares worth $4.94M.
  • Peachtree Investment Partners added most to Schwab US Large- Cap ETF in Q4 2025, an estimated $3.23M increase.
  • Peachtree Investment Partners's biggest Q4 2025 reduction was Microsoft, cutting an estimated $1.35M.
  • Peachtree Investment Partners fully exited Netflix in Q4 2025, selling an estimated $520K.
  • Peachtree Investment Partners's ten largest holdings make up 63% of its $301M portfolio in Q4 2025.
  • Peachtree Investment Partners opened 8 new positions and closed 9 in Q4 2025.
  • Peachtree Investment Partners's portfolio value rose 4.5% quarter-over-quarter to $301M.

Based on Peachtree Investment Partners's 13F filing for Q4 2025, filed 11 Feb 2026.