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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
AAPL icon
1
Apple
AAPL
$4.57T
$39M 12.95%
143,531
-1,106
-0.8% -$297K
MSFT icon
2
Microsoft
MSFT
$3.71T
$33.5M 11.11%
69,198
-2,694
-4% -$1.35M
LLY icon
3
Eli Lilly
LLY
$1.06T
$24.4M 8.09%
22,687
-135
-0.6% -$129K
VOO icon
4
Vanguard S&P 500 ETF
VOO
$1.01T
$19M 6.29%
30,218
-121
-0.4% -$75.2K
V icon
5
Visa
V
$677B
$16.5M 5.47%
47,023
-1,466
-3% -$499K
SCHG icon
6
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$15.3M 5.07%
468,030
+27,492
+6% +$894K
MCK icon
7
McKesson
MCK
$101B
$11.2M 3.71%
13,622
+513
+4% +$419K
COST icon
8
Costco
COST
$420B
$10.5M 3.47%
12,135
-749
-6% -$679K
HD icon
9
Home Depot
HD
$355B
$10.5M 3.47%
30,388
-1,450
-5% -$531K
SCHX icon
10
Schwab US Large- Cap ETF
SCHX
$74.5B
$10.2M 3.38%
378,722
+121,050
+47% +$3.23M
MA icon
11
Mastercard
MA
$493B
$8.13M 2.7%
14,241
-542
-4% -$303K
TJX icon
12
TJX Companies
TJX
$178B
$7.74M 2.57%
50,405
+1,112
+2% +$164K
JPM icon
13
JPMorgan Chase
JPM
$950B
$7.41M 2.46%
22,986
+20
+0.1% +$6.19K
AMZN icon
14
Amazon
AMZN
$2.96T
$7.35M 2.44%
31,825
-23
-0.1% -$5.26K
NVDA icon
15
NVIDIA
NVDA
$5.42T
$7.24M 2.4%
38,833
+861
+2% +$160K
SPY icon
16
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$4.94M 1.64%
+7,249
New +$4.9M
COR icon
17
Cencora
COR
$61.2B
$4.09M 1.36%
12,112
+1,107
+10% +$377K
GOOGL icon
18
Alphabet (Google) Class A
GOOGL
$4.33T
$3.9M 1.29%
12,450
+2,049
+20% +$585K
PLTR icon
19
Palantir
PLTR
$413B
$3.58M 1.19%
20,117
-3,746
-16% -$678K
ADP icon
20
Automatic Data Processing
ADP
$108B
$2.89M 0.96%
11,243
-3,139
-22% -$836K
GOOG icon
21
Alphabet (Google) Class C
GOOG
$4.32T
$2.87M 0.95%
9,149
+1,093
+14% +$313K
NOC icon
22
Northrop Grumman
NOC
$81.2B
$2.63M 0.87%
4,604
-333
-7% -$193K
AVGO icon
23
Broadcom
AVGO
$2.04T
$2.62M 0.87%
7,584
+574
+8% +$205K
BRK.B icon
24
Berkshire Hathaway Class B
BRK.B
$1.13T
$2.43M 0.81%
4,829
-556
-10% -$277K
ACN icon
25
Accenture
ACN
$108B
$2.08M 0.69%
7,767
-918
-11% -$233K
1
2 3 4 5

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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.