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
+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
MSFT icon
1
Microsoft
MSFT
$3.71T
$36.5M 13.92%
73,322
-5,099
-7% -$2.21M
AAPL icon
2
Apple
AAPL
$4.56T
$30.3M 11.57%
147,775
-7,237
-5% -$1.46M
LLY icon
3
Eli Lilly
LLY
$1.06T
$18.8M 7.18%
24,128
-808
-3% -$628K
V icon
4
Visa
V
$692B
$17.7M 6.74%
49,717
-194
-0.4% -$67.6K
COST icon
5
Costco
COST
$421B
$13.2M 5.05%
13,365
-457
-3% -$454K
VOO icon
6
Vanguard S&P 500 ETF
VOO
$1.01T
$12.4M 4.74%
21,861
-2,230
-9% -$1.17M
HD icon
7
Home Depot
HD
$349B
$11.1M 4.25%
30,396
-788
-3% -$285K
MCK icon
8
McKesson
MCK
$102B
$10.4M 3.97%
14,187
+129
+0.9% +$91K
SCHG icon
9
Schwab US Large-Cap Growth ETF
SCHG
$62.1B
$10.3M 3.92%
351,910
-80,060
-19% -$2.12M
MA icon
10
Mastercard
MA
$505B
$8.35M 3.18%
14,852
+415
+3% +$230K
AMZN icon
11
Amazon
AMZN
$2.94T
$6.63M 2.53%
30,200
-1,890
-6% -$374K
JPM icon
12
JPMorgan Chase
JPM
$947B
$6.47M 2.47%
22,323
+2,281
+11% +$582K
TJX icon
13
TJX Companies
TJX
$179B
$6.15M 2.35%
49,807
-713
-1% -$90.4K
NVDA icon
14
NVIDIA
NVDA
$5.3T
$5.26M 2.01%
33,283
+8,584
+35% +$1.08M
ADP icon
15
Automatic Data Processing
ADP
$109B
$4.68M 1.79%
15,173
-313
-2% -$96.1K
COR icon
16
Cencora
COR
$62B
$3.55M 1.35%
11,842
+1,374
+13% +$396K
BRK.B icon
17
Berkshire Hathaway Class B
BRK.B
$1.13T
$3.41M 1.3%
7,027
-300
-4% -$152K
ACN icon
18
Accenture
ACN
$105B
$3.16M 1.2%
10,560
-817
-7% -$249K
SCHX icon
19
Schwab US Large- Cap ETF
SCHX
$73.9B
$3.15M 1.2%
129,047
+53,275
+70% +$1.2M
PLTR icon
20
Palantir
PLTR
$375B
$2.78M 1.06%
20,398
+9,213
+82% +$1.08M
NOC icon
21
Northrop Grumman
NOC
$80.7B
$2.51M 0.96%
5,012
-200
-4% -$98.3K
ABT icon
22
Abbott
ABT
$187B
$1.93M 0.74%
14,179
+80
+0.6% +$10.5K
VGT icon
23
Vanguard Information Technology ETF
VGT
$147B
$1.85M 0.7%
22,264
-8,848
-28% -$643K
SYK icon
24
Stryker
SYK
$129B
$1.74M 0.67%
4,407
-48
-1% -$18K
SCHB icon
25
Schwab US Broad Market ETF
SCHB
$44.5B
$1.74M 0.66%
72,970
+3,466
+5% +$76.3K
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 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.