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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
(-13%)
Cap. Flow
-$17.8M
Cap. Flow
% of AUM
-6.77%
Top 10 Holdings %
Top 10 Hldgs %
59.77%
Holding
136
New
9
Increased
47
Reduced
50
Closed
7
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
+$5.04M |
| 2 |
Kimberly-Clark
KMB
|
+$1.64M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
+$1.04M |
| 4 |
Corning
GLW
|
+$524K |
| 5 |
ExxonMobil
XOM
|
+$498K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Large- Cap ETF
SCHX
|
+$6.14M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$5.57M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$2.66M |
| 4 |
Microsoft
MSFT
|
+$2.24M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
Schwab U.S Small- Cap ETF
SCHA
$22.4B
| $4.36K | ﹤0.01% |
+150
| New | +$4.5K |
|
127
Schwab Fundamental US Large Company Index ETF
FNDX
$26.6B
| $2.45K | ﹤0.01% |
88
| – | – |
|
128
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.56B
| $1.76K | ﹤0.01% |
46
| – | – |
|
129
Schwab Fundamental US Small Company Index ETF
FNDA
$9.2B
| $1.51K | ﹤0.01% |
47
| – | – |
|
130
Citigroup
C
$223B
| – | – |
-3,681
| Closed | -$430K |
|
131
iShares Russell Top 200 Growth ETF
IWY
$15.7B
| – | – |
-950
| Closed | -$263K |
|
132
Monster Beverage
MNST
$93.2B
| – | – |
-14,078
| Closed | -$1.08M |
|
133
Republic Services
RSG
$66.7B
| – | – |
-1,042
| Closed | -$221K |
|
134
Thermo Fisher Scientific
TMO
$208B
| – | – |
-352
| Closed | -$204K |
|
135
Vanguard Financials ETF
VFH
$13.5B
| – | – |
-45
| Closed | -$5.97K |
|
136
Waste Management
WM
$95.5B
| – | – |
-932
| Closed | -$205K |
|
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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.