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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
BSV icon
126
Vanguard Short-Term Bond ETF
BSV
$45.6B
$1.53K ﹤0.01%
146
+5
+4% +$394
FNDA icon
127
Schwab Fundamental US Small Company Index ETF
FNDA
$9.38B
$1.47K ﹤0.01%
47
+1
+2% +$31
AZO icon
128
AutoZone
AZO
$49.7B
– –
-103
Closed -$442K
ICE icon
129
Intercontinental Exchange
ICE
$85B
– –
-1,883
Closed -$317K
MDLZ icon
130
Mondelez International
MDLZ
$79.4B
– –
-3,297
Closed -$206K
NFLX icon
131
Netflix
NFLX
$309B
– –
-4,340
Closed -$520K
ORCL icon
132
Oracle
ORCL
$442B
– –
-1,300
Closed -$366K
PH icon
133
Parker-Hannifin
PH
$135B
– –
-269
Closed -$204K
SCHH icon
134
Schwab US REIT ETF
SCHH
$11.3B
– –
-15
Closed -$330
T icon
135
AT&T
T
$166B
– –
-15,177
Closed -$429K
WPC icon
136
W.P. Carey
WPC
$16.1B
– –
-4,218
Closed -$285K
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.