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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
+9.33%
1 Year Est. Return
+27.01%
3 Year Est. Return
+92.23%
5 Year Est. Return
+139.64%
10 Year Est. Return
–
AUM
$262M
AUM Growth
+$8.98M
Cap. Flow
-$8.31M
Cap. Flow %
-3.17%
Top 10 Hldgs %
64.51%
Holding
135
New
10
Increased
50
Reduced
43
Closed
9

Top Buys

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.2M
2
PLTR icon
Palantir
PLTR
+$1.08M
3
NVDA icon
NVIDIA
NVDA
+$1.08M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$949K
5
AVGO icon
Broadcom
AVGO
+$804K

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.41M
2
VFMV icon
Vanguard US Minimum Volatility ETF
VFMV
+$2.73M
3
MSFT icon
Microsoft
MSFT
+$2.21M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.12M
5
AAPL icon
Apple
AAPL
+$1.46M

Sector Composition

Rank Sector Weight
1 Technology 32.54%
2 Financials 15.1%
3 Healthcare 14.72%
4 Consumer Discretionary 11.33%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHH icon
126
Schwab US REIT ETF
SCHH
$11.2B
$321 ﹤0.01%
15
– –
DFS
127
DELISTED
Discover Financial Services
DFS
– –
-2,520
Closed -$430K
IUSV icon
128
iShares Core S&P US Value ETF
IUSV
$27.9B
– –
-180
Closed -$16.6K
MRSH
129
Marsh
MRSH
$90.4B
– –
-1,315
Closed -$321K
SCHA icon
130
Schwab U.S Small- Cap ETF
SCHA
$23.3B
– –
-33
Closed -$775
SO icon
131
Southern Company
SO
$106B
– –
-2,202
Closed -$203K
SPY icon
132
State Street SPDR S&P 500 ETF Trust
SPY
$810B
– –
-7,878
Closed -$4.41M
UNH icon
133
UnitedHealth
UNH
$364B
– –
-2,047
Closed -$1.07M
VFMV icon
134
Vanguard US Minimum Volatility ETF
VFMV
$445M
– –
-21,502
Closed -$2.73M
VTWO icon
135
Vanguard Russell 2000 ETF
VTWO
$17.4B
– –
-65
Closed -$5.24K
2 3 4 5
6

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Peachtree Investment Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Peachtree Investment Partners held 135 positions worth $262M, up 3.5% from $253M the previous quarter. Its ten largest holdings account for 65% of the portfolio.

Peachtree Investment Partners withdrew a net $8.31M in Q2 2025, closing 9 positions and reducing 43 holdings. Its most notable exit was State Street SPDR S&P 500 ETF Trust, an estimated $4.41M position sold in full.

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

Against the trend, Peachtree Investment Partners opened a new position in Invesco S&P 500 Momentum ETF worth $1.07M.

  • Peachtree Investment Partners's largest Q2 2025 buy was Invesco S&P 500 Momentum ETF: 9,505 shares worth $1.07M.
  • Peachtree Investment Partners added most to Schwab US Large- Cap ETF in Q2 2025, an estimated $1.2M increase.
  • Peachtree Investment Partners's biggest Q2 2025 reduction was Microsoft, cutting an estimated $2.21M.
  • Peachtree Investment Partners fully exited State Street SPDR S&P 500 ETF Trust in Q2 2025, selling an estimated $4.41M.
  • Peachtree Investment Partners's ten largest holdings make up 65% of its $262M portfolio in Q2 2025.
  • Peachtree Investment Partners opened 10 new positions and closed 9 in Q2 2025.
  • Peachtree Investment Partners's portfolio value rose 3.5% quarter-over-quarter to $262M.

Based on Peachtree Investment Partners's 13F filing for Q2 2025, filed 12 Aug 2025.