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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
VOE icon
101
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.4B
$65.6K 0.02%
370
-53
-13% -$9.28K
IUSG icon
102
iShares Core S&P US Growth ETF
IUSG
$33.7B
$51.4K 0.02%
306
– –
VONG icon
103
Vanguard Russell 1000 Growth ETF
VONG
$45.7B
$44.2K 0.01%
363
– –
IWM icon
104
iShares Russell 2000 ETF
IWM
$82.2B
$41.2K 0.01%
167
– –
IWD icon
105
iShares Russell 1000 Value ETF
IWD
$84B
$40.3K 0.01%
191
-50
-21% -$10.3K
IWB icon
106
iShares Russell 1000 ETF
IWB
$50.2B
$39.2K 0.01%
105
– –
VTV icon
107
Vanguard Morningstar Value ETF
VTV
$193B
$36.8K 0.01%
192
-236
-55% -$44.4K
IWS icon
108
iShares Russell Mid-Cap Value ETF
IWS
$16B
$27.3K 0.01%
194
+1
+0.5% +$140
VB icon
109
Vanguard Morningstar Small-Cap ETF
VB
$83B
$24.5K 0.01%
95
+3
+3% +$769
VUG icon
110
Vanguard Morningstar Growth ETF
VUG
$229B
$24.4K 0.01%
300
– –
SCHR
111
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$17.6K 0.01%
700
– –
TLT icon
112
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
$17.4K 0.01%
+200
New +$17.9K
SCHZ icon
113
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$15.2K 0.01%
650
– –
IVE icon
114
iShares S&P 500 Value ETF
IVE
$50B
$12.5K ﹤0.01%
59
+1
+2% +$210
IWN icon
115
iShares Russell 2000 Value ETF
IWN
$14.6B
$12.4K ﹤0.01%
68
– –
SCHV
116
Schwab US Large-Cap Value ETF
SCHV
$16.3B
$11.8K ﹤0.01%
398
+2
+0.5% +$58
VHT icon
117
Vanguard Health Care ETF
VHT
$19B
$11.7K ﹤0.01%
41
– –
BNDW icon
118
Vanguard Total World Bond ETF
BNDW
$1.89B
$10.6K ﹤0.01%
155
+7
+5% +$488
SCYB icon
119
Schwab High Yield Bond ETF
SCYB
$2.75B
$9.07K ﹤0.01%
343
+7
+2% +$185
IJR icon
120
iShares Core S&P Small-Cap ETF
IJR
$112B
$8.05K ﹤0.01%
67
– –
SCHM icon
121
Schwab US Mid-Cap ETF
SCHM
$15.2B
$6.6K ﹤0.01%
220
+1
+0.5% +$30
VFH icon
122
Vanguard Financials ETF
VFH
$13.9B
$5.97K ﹤0.01%
45
+1
+2% +$130
VPU
123
Vanguard Utilities ETF
VPU
$8.48B
$5.55K ﹤0.01%
30
-20
-40% -$3.84K
FNDX icon
124
Schwab Fundamental US Large Company Index ETF
FNDX
$27.4B
$2.38K ﹤0.01%
88
+1
+1% +$27
FNDE icon
125
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.99B
$1.66K ﹤0.01%
46
+2
+5% +$73
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.