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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
-1.2%
1 Year Est. Return
+27.01%
3 Year Est. Return
+92.23%
5 Year Est. Return
+139.64%
10 Year Est. Return
–
AUM
$253M
AUM Growth
-$13.8M
Cap. Flow
-$7.45M
Cap. Flow %
-2.94%
Top 10 Hldgs %
65.99%
Holding
132
New
18
Increased
42
Reduced
43
Closed
7

Top Buys

Rank Stock Value
1
VFMV icon
Vanguard US Minimum Volatility ETF
VFMV
+$2.69M
2
T icon
AT&T
T
+$468K
3
ADP icon
Automatic Data Processing
ADP
+$441K
4
ABBV icon
AbbVie
ABBV
+$400K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$384K

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.5M
2
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.38M
3
MSFT icon
Microsoft
MSFT
+$1.67M
4
AAPL icon
Apple
AAPL
+$1.15M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$858K

Sector Composition

Rank Sector Weight
1 Technology 30.25%
2 Healthcare 15.78%
3 Financials 14.62%
4 Consumer Discretionary 11.49%
5 Consumer Staples 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
126
Broadcom
AVGO
$1.98T
– –
-1,516
Closed -$351K
FICO icon
127
Fair Isaac
FICO
$22.6B
– –
-249
Closed -$496K
IWP icon
128
iShares Russell Mid-Cap Growth ETF
IWP
$21B
– –
-19
Closed -$2.41K
NFLX icon
129
Netflix
NFLX
$309B
– –
-2,570
Closed -$229K
PH icon
130
Parker-Hannifin
PH
$135B
– –
-370
Closed -$235K
VIS icon
131
Vanguard Industrials ETF
VIS
$8.5B
– –
-51
Closed -$12.8K
VMBS icon
132
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
– –
-7
Closed -$317
2 3 4 5
6

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Peachtree Investment Partners's Q1 2025 Portfolio in Review

As of Q1 2025, Peachtree Investment Partners held 132 positions worth $253M, down 5.2% from $267M the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Peachtree Investment Partners's Q1 2025 filing shows 18 new, 42 increased, 43 reduced and 7 closed positions. Its largest new stake was Vanguard US Minimum Volatility ETF: 21,502 shares worth $2.73M. The largest sale was Vanguard S&P 500 ETF, an estimated $4.5M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 33% a quarter earlier, followed by Healthcare and Financials.

  • Peachtree Investment Partners's largest Q1 2025 buy was Vanguard US Minimum Volatility ETF: 21,502 shares worth $2.73M.
  • Peachtree Investment Partners added most to Automatic Data Processing in Q1 2025, an estimated $441K increase.
  • Peachtree Investment Partners's biggest Q1 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $4.5M.
  • Peachtree Investment Partners fully exited Fair Isaac in Q1 2025, selling an estimated $496K.
  • Peachtree Investment Partners's ten largest holdings make up 66% of its $253M portfolio in Q1 2025.
  • Peachtree Investment Partners opened 18 new positions and closed 7 in Q1 2025.
  • Peachtree Investment Partners's portfolio value fell 5.2% quarter-over-quarter to $253M.

Based on Peachtree Investment Partners's 13F filing for Q1 2025, filed 12 May 2025.