We are live on ! Find out more
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
VOE icon
101
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.4B
$73.9K 0.03%
423
+1
+0.2% +$170
IJT icon
102
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.42B
$73.4K 0.03%
519
+1
+0.2% +$138
VBR icon
103
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$66.2K 0.02%
317
+1
+0.3% +$204
IUSG icon
104
iShares Core S&P US Growth ETF
IUSG
$33.7B
$50.3K 0.02%
306
– –
IWD icon
105
iShares Russell 1000 Value ETF
IWD
$84B
$49.1K 0.02%
241
-25
-9% -$4.97K
VONG icon
106
Vanguard Russell 1000 Growth ETF
VONG
$45.7B
$43.7K 0.02%
+363
New +$41.6K
IWM icon
107
iShares Russell 2000 ETF
IWM
$82.2B
$40.4K 0.01%
167
+1
+0.6% +$229
IWB icon
108
iShares Russell 1000 ETF
IWB
$50.2B
$38.3K 0.01%
105
– –
IWS icon
109
iShares Russell Mid-Cap Value ETF
IWS
$16B
$26.9K 0.01%
193
+1
+0.5% +$137
VUG icon
110
Vanguard Morningstar Growth ETF
VUG
$229B
$24K 0.01%
300
– –
VB icon
111
Vanguard Morningstar Small-Cap ETF
VB
$83B
$23.5K 0.01%
92
+2
+2% +$496
SCHR
112
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$17.6K 0.01%
700
– –
SCHZ icon
113
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$15.3K 0.01%
650
– –
IVE icon
114
iShares S&P 500 Value ETF
IVE
$50B
$12.1K ﹤0.01%
58
– –
IWN icon
115
iShares Russell 2000 Value ETF
IWN
$14.6B
$12K ﹤0.01%
68
– –
SCHV
116
Schwab US Large-Cap Value ETF
SCHV
$16.3B
$11.5K ﹤0.01%
396
+2
+0.5% +$57
BSV icon
117
Vanguard Short-Term Bond ETF
BSV
$45.6B
$11.1K ﹤0.01%
141
+5
+4% +$393
VHT icon
118
Vanguard Health Care ETF
VHT
$19B
$10.6K ﹤0.01%
41
– –
BNDW icon
119
Vanguard Total World Bond ETF
BNDW
$1.89B
$10.3K ﹤0.01%
148
+5
+3% +$346
VPU
120
Vanguard Utilities ETF
VPU
$8.48B
$9.47K ﹤0.01%
50
-30
-38% -$5.5K
SCYB icon
121
Schwab High Yield Bond ETF
SCYB
$2.75B
$8.97K ﹤0.01%
336
+6
+2% +$159
IJR icon
122
iShares Core S&P Small-Cap ETF
IJR
$112B
$7.96K ﹤0.01%
67
– –
SCHM icon
123
Schwab US Mid-Cap ETF
SCHM
$15.2B
$6.48K ﹤0.01%
219
– –
VFH icon
124
Vanguard Financials ETF
VFH
$13.9B
$5.84K ﹤0.01%
44
– –
FNDX icon
125
Schwab Fundamental US Large Company Index ETF
FNDX
$27.4B
$2.29K ﹤0.01%
87
– –
2 3 4
5
6

Similar funds

CFLC
California First Leasing Corp Newport Beach, California $312M AUM 67.74% 1-Year Est. Return
PIC
Portland Investment Counsel Burlington, Ontario, Canada $312M AUM 53.32% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
TL
Tradewinds LLC Raleigh, North Carolina $310M AUM 22.31% 1-Year Est. Return
IPW
IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return
MIM
Moseley Investment Management Bradenton, Florida $314M AUM 22.17% 1-Year Est. Return
RGC
Redwood Grove Capital Palo Alto, California $310M AUM 35.87% 1-Year Est. Return
IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return

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.