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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
+8.11%
1 Year Est. Return
+27.01%
3 Year Est. Return
+92.23%
5 Year Est. Return
+139.64%
10 Year Est. Return
–
AUM
$288M
AUM Growth
+$26.3M
Cap. Flow
+$8.43M
Cap. Flow %
2.92%
Top 10 Hldgs %
63.81%
Holding
130
New
4
Increased
44
Reduced
54
Closed
2

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$5M
2
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.27M
3
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.7M
4
AVGO icon
Broadcom
AVGO
+$1.01M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$867K

Top Sells

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$972K
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$795K
3
MCK icon
McKesson
MCK
+$759K
4
MSFT icon
Microsoft
MSFT
+$729K
5
AAPL icon
Apple
AAPL
+$709K

Sector Composition

Rank Sector Weight
1 Technology 33.04%
2 Financials 13.29%
3 Healthcare 12.75%
4 Consumer Discretionary 11.41%
5 Consumer Staples 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.71T
$37.2M 12.91%
71,892
-1,430
-2% -$729K
AAPL icon
2
Apple
AAPL
$4.57T
$36.8M 12.77%
144,637
-3,138
-2% -$709K
VOO icon
3
Vanguard S&P 500 ETF
VOO
$1.01T
$18.6M 6.44%
30,339
+8,478
+39% +$5M
LLY icon
4
Eli Lilly
LLY
$1.06T
$17.4M 6.04%
22,822
-1,306
-5% -$972K
V icon
5
Visa
V
$677B
$16.6M 5.74%
48,489
-1,228
-2% -$425K
SCHG icon
6
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$14.1M 4.87%
440,538
+88,628
+25% +$2.7M
HD icon
7
Home Depot
HD
$355B
$12.9M 4.47%
31,838
+1,442
+5% +$567K
COST icon
8
Costco
COST
$420B
$11.9M 4.14%
12,884
-481
-4% -$461K
MCK icon
9
McKesson
MCK
$101B
$10.1M 3.51%
13,109
-1,078
-8% -$759K
MA icon
10
Mastercard
MA
$493B
$8.41M 2.92%
14,783
-69
-0.5% -$39.6K
JPM icon
11
JPMorgan Chase
JPM
$950B
$7.24M 2.51%
22,966
+643
+3% +$191K
TJX icon
12
TJX Companies
TJX
$178B
$7.12M 2.47%
49,293
-514
-1% -$68.3K
NVDA icon
13
NVIDIA
NVDA
$5.42T
$7.08M 2.46%
37,972
+4,689
+14% +$817K
AMZN icon
14
Amazon
AMZN
$2.96T
$6.99M 2.42%
31,848
+1,648
+5% +$373K
SCHX icon
15
Schwab US Large- Cap ETF
SCHX
$74.5B
$6.79M 2.35%
257,672
+128,625
+100% +$3.27M
PLTR icon
16
Palantir
PLTR
$413B
$4.35M 1.51%
23,863
+3,465
+17% +$562K
ADP icon
17
Automatic Data Processing
ADP
$108B
$4.22M 1.46%
14,382
-791
-5% -$238K
COR icon
18
Cencora
COR
$61.2B
$3.44M 1.19%
11,005
-837
-7% -$246K
NOC icon
19
Northrop Grumman
NOC
$81.2B
$3.01M 1.04%
4,937
-75
-1% -$42.5K
BRK.B icon
20
Berkshire Hathaway Class B
BRK.B
$1.13T
$2.71M 0.94%
5,385
-1,642
-23% -$795K
GOOGL icon
21
Alphabet (Google) Class A
GOOGL
$4.33T
$2.53M 0.88%
10,401
+4,140
+66% +$867K
AVGO icon
22
Broadcom
AVGO
$2.04T
$2.31M 0.8%
7,010
+3,306
+89% +$1.01M
META icon
23
Meta Platforms (Facebook)
META
$1.51T
$2.19M 0.76%
2,983
+694
+30% +$517K
ACN icon
24
Accenture
ACN
$108B
$2.14M 0.74%
8,685
-1,875
-18% -$489K
VGT icon
25
Vanguard Information Technology ETF
VGT
$149B
$2.08M 0.72%
22,272
+8
+0% +$699
1
2 3 4 5

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Peachtree Investment Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Peachtree Investment Partners held 130 positions worth $288M, up 10% from $262M the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 4.6%. Peachtree Investment Partners opened 4 new positions and exited 2, leaving the 130-position portfolio largely intact.

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

  • Peachtree Investment Partners's largest Q3 2025 buy was Oracle: 1,300 shares worth $366K.
  • Peachtree Investment Partners added most to Vanguard S&P 500 ETF in Q3 2025, an estimated $5M increase.
  • Peachtree Investment Partners's biggest Q3 2025 reduction was Eli Lilly, cutting an estimated $972K.
  • Peachtree Investment Partners fully exited SAP in Q3 2025, selling an estimated $359K.
  • Peachtree Investment Partners's ten largest holdings make up 64% of its $288M portfolio in Q3 2025.
  • Peachtree Investment Partners opened 4 new positions and closed 2 in Q3 2025.
  • Peachtree Investment Partners's portfolio value rose 10% quarter-over-quarter to $288M.

Based on Peachtree Investment Partners's 13F filing for Q3 2025, filed 31 Oct 2025.