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
-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
AAPL icon
1
Apple
AAPL
$4.57T
$34.4M 13.6%
155,012
-4,959
-3% -$1.15M
MSFT icon
2
Microsoft
MSFT
$3.71T
$29.4M 11.63%
78,421
-4,094
-5% -$1.67M
LLY icon
3
Eli Lilly
LLY
$1.06T
$20.6M 8.14%
24,936
-691
-3% -$575K
V icon
4
Visa
V
$677B
$17.5M 6.91%
49,911
+234
+0.5% +$79.2K
COST icon
5
Costco
COST
$420B
$13.1M 5.17%
13,822
-627
-4% -$611K
VOO icon
6
Vanguard S&P 500 ETF
VOO
$1.01T
$12.4M 4.89%
24,091
-8,320
-26% -$4.5M
HD icon
7
Home Depot
HD
$355B
$11.4M 4.52%
31,184
-784
-2% -$306K
SCHG icon
8
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$10.8M 4.27%
431,970
-123,240
-22% -$3.38M
MCK icon
9
McKesson
MCK
$101B
$9.46M 3.74%
14,058
+242
+2% +$150K
MA icon
10
Mastercard
MA
$493B
$7.91M 3.13%
14,437
+394
+3% +$214K
TJX icon
11
TJX Companies
TJX
$178B
$6.15M 2.43%
50,520
-1,017
-2% -$123K
AMZN icon
12
Amazon
AMZN
$2.96T
$6.11M 2.41%
32,090
-696
-2% -$151K
JPM icon
13
JPMorgan Chase
JPM
$950B
$4.92M 1.94%
20,042
+464
+2% +$118K
ADP icon
14
Automatic Data Processing
ADP
$108B
$4.73M 1.87%
15,486
+1,461
+10% +$441K
SPY icon
15
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$4.41M 1.74%
7,878
-26
-0.3% -$15.3K
BRK.B icon
16
Berkshire Hathaway Class B
BRK.B
$1.13T
$3.9M 1.54%
7,327
+790
+12% +$384K
ACN icon
17
Accenture
ACN
$108B
$3.55M 1.4%
11,377
-322
-3% -$114K
COR icon
18
Cencora
COR
$61.2B
$2.91M 1.15%
10,468
+590
+6% +$148K
VFMV icon
19
Vanguard US Minimum Volatility ETF
VFMV
$440M
$2.73M 1.08%
+21,502
New +$2.69M
NVDA icon
20
NVIDIA
NVDA
$5.42T
$2.68M 1.06%
24,699
-3,736
-13% -$474K
NOC icon
21
Northrop Grumman
NOC
$81.2B
$2.67M 1.05%
5,212
-342
-6% -$163K
VGT icon
22
Vanguard Information Technology ETF
VGT
$149B
$2.11M 0.83%
31,112
-11,392
-27% -$858K
ABT icon
23
Abbott
ABT
$187B
$1.87M 0.74%
14,099
-77
-0.5% -$9.8K
SCHX icon
24
Schwab US Large- Cap ETF
SCHX
$74.5B
$1.67M 0.66%
75,772
-9,420
-11% -$219K
SYK icon
25
Stryker
SYK
$130B
$1.66M 0.66%
4,455
-139
-3% -$52.9K
1
2 3 4 5

Similar funds

CFLC
California First Leasing Corp Newport Beach, California $312M AUM 67.74% 1-Year Est. Return
PIC
Portland Investment Counsel Burlington, Ontario, Canada $312M AUM 53.32% 1-Year Est. Return
WMIG
White Mountains Insurance Group Hanover, New Hampshire $313M AUM 14.8% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
TL
Tradewinds LLC Raleigh, North Carolina $310M AUM 22.31% 1-Year Est. Return
IPW
IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return
MIM
Moseley Investment Management Bradenton, Florida $314M AUM 22.17% 1-Year Est. Return
RGC
Redwood Grove Capital Palo Alto, California $310M AUM 35.87% 1-Year Est. Return

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.