We are live on ! Find out more
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
IJT icon
101
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.25B
$75.3K 0.03%
521
– –
VOE icon
102
Vanguard Mid-Cap Value ETF
VOE
$23.8B
$68.3K 0.03%
371
+1
+0.3% +$187
IUSG icon
103
iShares Core S&P US Growth ETF
IUSG
$31.1B
$47.5K 0.02%
306
– –
VBR icon
104
Vanguard Small-Cap Value ETF
VBR
$37.3B
$44.8K 0.02%
206
-114
-36% -$25.5K
IWM icon
105
iShares Russell 2000 ETF
IWM
$80.3B
$41.6K 0.02%
168
+1
+0.6% +$258
IWD icon
106
iShares Russell 1000 Value ETF
IWD
$81.5B
$41K 0.02%
192
+1
+0.5% +$219
VONG icon
107
Vanguard Russell 1000 Growth ETF
VONG
$42.3B
$39.8K 0.02%
363
– –
VTV icon
108
Vanguard Value ETF
VTV
$189B
$38K 0.01%
194
+2
+1% +$400
IWS icon
109
iShares Russell Mid-Cap Value ETF
IWS
$15.6B
$28.3K 0.01%
194
– –
VUG icon
110
Vanguard Growth ETF
VUG
$216B
$21.8K 0.01%
300
– –
SCHR
111
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$17.4K 0.01%
700
– –
TLT icon
112
iShares 20+ Year Treasury Bond ETF
TLT
$42.8B
$17.3K 0.01%
200
– –
IWB icon
113
iShares Russell 1000 ETF
IWB
$47.7B
$15.3K 0.01%
43
-62
-59% -$23.1K
SCHZ icon
114
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$15.1K 0.01%
650
– –
IWN icon
115
iShares Russell 2000 Value ETF
IWN
$14.4B
$13K ﹤0.01%
68
– –
IVE icon
116
iShares S&P 500 Value ETF
IVE
$49.1B
$12.4K ﹤0.01%
59
– –
BSV icon
117
Vanguard Short-Term Bond ETF
BSV
$44.6B
$11.8K ﹤0.01%
151
+5
+3% +$394
VB icon
118
Vanguard Small-Cap ETF
VB
$79.9B
$11.8K ﹤0.01%
97
+2
+2% +$541
VHT icon
119
Vanguard Health Care ETF
VHT
$18.3B
$11.1K ﹤0.01%
41
– –
BNDW icon
120
Vanguard Total World Bond ETF
BNDW
$1.89B
$10.9K ﹤0.01%
160
+5
+3% +$345
SCHM icon
121
Schwab US Mid-Cap ETF
SCHM
$14.6B
$10.7K ﹤0.01%
345
+125
+57% +$3.98K
SCYB icon
122
Schwab High Yield Bond ETF
SCYB
$2.72B
$9.03K ﹤0.01%
347
+4
+1% +$105
IJR icon
123
iShares Core S&P Small-Cap ETF
IJR
$110B
$8.33K ﹤0.01%
67
– –
VPU
124
Vanguard Utilities ETF
VPU
$8.72B
$5.97K ﹤0.01%
30
– –
VYMI icon
125
Vanguard International High Dividend Yield ETF
VYMI
$20.3B
$4.71K ﹤0.01%
+50
New +$4.77K
2 3 4
5
6

Similar funds

VIG
Vienna Insurance Group Warsaw, Poland $262M AUM 34.02% 1-Year Est. Return
LB
Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return
1CM
1492 Capital Management Milwaukee, Wisconsin $263M AUM 61.9% 1-Year Est. Return
ACM
Ananym Capital Management New York $262M AUM 22.94% 1-Year Est. Return
KA
Kerrisdale Advisers Miami, Florida $263M AUM 40.01% 1-Year Est. Return
LCGC
Legacy Capital Group California Los Gatos, California $263M AUM 37.58% 1-Year Est. Return
DEA
DoubleLine ETF Adviser Tampa, Florida $263M AUM 8.83% 1-Year Est. Return
TSW
Three Seasons Wealth Salt Lake City, Utah $262M AUM 45.03% 1-Year Est. Return

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.