We are live on ! Find out more
PIP

Peachtree Investment Partners Portfolio holdings

AUM $312M
1-Year Est. Return 27.01%
This Fund
S&P 500
This Quarter Est. Return
+18.29%
1 Year Est. Return
+27.01%
3 Year Est. Return
+92.23%
5 Year Est. Return
+139.64%
10 Year Est. Return
–
AUM
$312M
AUM Growth
+$49.5M
Cap. Flow
+$20.6M
Cap. Flow %
6.62%
Top 10 Hldgs %
57.73%
Holding
152
New
23
Increased
54
Reduced
46
Closed
9

Top Buys

Rank Stock Value
1
SOXX icon
iShares Semiconductor ETF
SOXX
+$8.88M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.31M
3
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$4.54M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.76M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.6M

Top Sells

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.26M
2
MCK icon
McKesson
MCK
+$1.48M
3
XOM icon
ExxonMobil
XOM
+$1.23M
4
COR icon
Cencora
COR
+$1.16M
5
MSFT icon
Microsoft
MSFT
+$995K

Sector Composition

Rank Sector Weight
1 Technology 28.24%
2 Miscellaneous 26.26%
3 Healthcare 13.5%
4 Financials 11.14%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VYMI icon
151
Vanguard International High Dividend Yield ETF
VYMI
$21.8B
– –
-50
Closed -$4.71K
XOM icon
152
ExxonMobil
XOM
$679B
– –
-7,245
Closed -$1.23M
3 4 5 6
7

Similar funds

TAM
Townsend Asset Management Raleigh, North Carolina $312M AUM 23.71% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM
WAM
Weinberger Asset Management Los Angeles, California $312M AUM 23.51% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return
AIA
Armor Investment Advisors Raleigh, North Carolina $312M AUM 20.56% 1-Year Est. Return
MFG
Monte Financial Group Guilford, Connecticut $312M AUM 20.28% 1-Year Est. Return
PF
Prosperitas Financial Valencia, California $312M AUM 34.44% 1-Year Est. Return

Peachtree Investment Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Peachtree Investment Partners held 152 positions worth $312M, up 19% from $262M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Peachtree Investment Partners deployed $20.6M of net new capital in Q2 2026, opening 23 new positions and adding to 54 existing holdings. Its largest new stake was iShares Semiconductor ETF: 17,499 shares worth $11.2M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 29% a quarter earlier, followed by Miscellaneous and Healthcare.

On the sell side, the largest reduction was Schwab US Dividend Equity ETF, an estimated $3.26M trimmed.

  • Peachtree Investment Partners's largest Q2 2026 buy was iShares Semiconductor ETF: 17,499 shares worth $11.2M.
  • Peachtree Investment Partners added most to Vanguard S&P 500 ETF in Q2 2026, an estimated $7.31M increase.
  • Peachtree Investment Partners's biggest Q2 2026 reduction was Schwab US Dividend Equity ETF, cutting an estimated $3.26M.
  • Peachtree Investment Partners fully exited ExxonMobil in Q2 2026, selling an estimated $1.23M.
  • Peachtree Investment Partners's ten largest holdings make up 58% of its $312M portfolio in Q2 2026.
  • Peachtree Investment Partners opened 23 new positions and closed 9 in Q2 2026.
  • Peachtree Investment Partners's portfolio value rose 19% quarter-over-quarter to $312M.

Based on Peachtree Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.