Peachtree Investment Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$262.4M
Q ending 2026-03-31
Prior quarter
$301.3M
Q ending 2025-12-31
Change
-12.9% QoQ · +3.7% YoY
Positions
129
reported holdings
Largest positions
Top 100 of 129 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $35.6M | 140K |
| Microsoft Corp | MSFT | Shares | $23.6M | 64K |
| Eli Lilly & Co | LLY | Shares | $20.0M | 22K |
| Vanguard Index Fds | VOO | Shares | $15.5M | 26K |
| Visa Inc | V | Shares | $13.2M | 44K |
| Costco Wholesale Corporation | COST | Shares | $11.5M | 12K |
| Mckesson Corp | MCK | Shares | $11.4M | 13K |
| Home Depot Inc | HD | Shares | $9.6M | 29K |
| Schwab Strategic Tr | SCHG | Shares | $8.4M | 289K |
| Tjx Cos Inc New | TJX | Shares | $8.0M | 50K |
| Nvidia Corporation | NVDA | Shares | $6.8M | 39K |
| Mastercard Incorporated | MA | Shares | $6.6M | 13K |
| Jpmorgan Chase & Co | JPM | Shares | $6.5M | 22K |
| Amazon Com Inc | AMZN | Shares | $6.0M | 29K |
| Schwab Strategic Tr | SCHD | Shares | $5.4M | 175K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $4.6M | 7K |
| Schwab Strategic Tr | SCHX | Shares | $3.8M | 150K |
| Cencora Inc | COR | Shares | $3.7M | 12K |
| Alphabet Inc | GOOGL | Shares | $3.4M | 12K |
| Northrop Grumman Corp | NOC | Shares | $3.4M | 5K |
| Schwab Strategic Tr | SCHB | Shares | $2.9M | 116K |
| Alphabet Inc | GOOG | Shares | $2.5M | 9K |
| Johnson & Johnson | JNJ | Shares | $2.4M | 10K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.2M | 5K |
| Automatic Data Processing In | ADP | Shares | $2.1M | 10K |
| Broadcom Inc | AVGO | Shares | $1.9M | 6K |
| Vanguard World Fd | VGT | Shares | $1.8M | 3K |
| Ross Stores Inc | ROST | Shares | $1.6M | 8K |
| Palantir Technologies Inc | PLTR | Shares | $1.6M | 11K |
| Kimberly-Clark Corp | KMB | Shares | $1.5M | 16K |
| Accenture Plc Ireland | Shares | $1.5M | 8K | |
| Stryker Corporation | SYK | Shares | $1.5M | 4K |
| Abbott Laboratories | ABT | Shares | $1.3M | 13K |
| Mcdonalds Corp | MCD | Shares | $1.3M | 4K |
| Exxon Mobil Corp | XOM | Shares | $1.2M | 7K |
| Invesco Exch Traded Fd Tr Ii | SPMO | Shares | $1.1M | 10K |
| Corning Inc | GLW | Shares | $1.1M | 8K |
| L3Harris Technologies Inc | LHX | Shares | $988K | 3K |
| Ishares Tr | IVV | Shares | $974K | 1K |
| Walmart Inc | WMT | Shares | $848K | 7K |
| Ge Aerospace | GE | Shares | $844K | 3K |
| Marriott Intl Inc New | MAR | Shares | $797K | 2K |
| Coca Cola Co | KO | Shares | $795K | 10K |
| Rollins Inc | ROL | Shares | $785K | 15K |
| Caterpillar Inc | CAT | Shares | $751K | 1K |
| Procter & Gamble Co | PG | Shares | $743K | 5K |
| Meta Platforms Inc | META | Shares | $713K | 1K |
| Goldman Sachs Group Inc | GS | Shares | $677K | 800 |
| Ishares Tr | IWF | Shares | $661K | 2K |
| Ishares Tr | IJH | Shares | $595K | 9K |
| Lockheed Martin Corp | LMT | Shares | $551K | 911 |
| Ge Vernova Inc | GEV | Shares | $540K | 618 |
| Capital One Finl Corp | COF | Shares | $509K | 3K |
| Nike Inc | NKE | Shares | $491K | 9K |
| Tesla Inc | TSLA | Shares | $469K | 1K |
| Chevron Corporation | CVX | Shares | $451K | 2K |
| Pepsico Inc | PEP | Shares | $429K | 3K |
| Abbvie Inc | ABBV | Shares | $424K | 2K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $416K | 2K |
| Honeywell Intl Inc | HONGBP | Shares | $407K | 2K |
| First Horizon Corporation | FHN | Shares | $391K | 17K |
| Duke Energy Corp New | DUK | Shares | $380K | 3K |
| Spdr Gold Tr | GLD | Shares | $376K | 873 |
| Eaton Corp Plc | Shares | $359K | 1K | |
| American Express Co | AXP | Shares | $352K | 1K |
| International Business Machs | IBM | Shares | $344K | 1K |
| Chubb Ltd Switz | Shares | $332K | 1K | |
| Southstate Bk Corp | SSB | Shares | $331K | 4K |
| Altria Group Inc | MO | Shares | $301K | 5K |
| Vanguard World Fd | MGK | Shares | $299K | 814 |
| Consolidated Edison Inc | ED | Shares | $299K | 3K |
| Ishares Tr | IYY | Shares | $295K | 2K |
| Vanguard Index Fds | VTI | Shares | $289K | 901 |
| Norfolk Southn Corp | NSC | Shares | $286K | 995 |
| Vanguard Scottsdale Fds | VTC | Shares | $279K | 4K |
| Truist Finl Corp | TFC | Shares | $278K | 6K |
| Yum Brands Inc | YUM | Shares | $273K | 2K |
| Cintas Corp | CTAS | Shares | $264K | 2K |
| Atmos Energy Corp | ATO | Shares | $262K | 1K |
| Howmet Aerospace Inc | HWM | Shares | $259K | 1K |
| Texas Instrs Inc | TXN | Shares | $248K | 1K |
| Vanguard Whitehall Fds | VYM | Shares | $245K | 2K |
| Lowes Cos Inc | LOW | Shares | $243K | 1K |
| Comcast Corp New | CMCSA | Shares | $239K | 8K |
| Merck & Co Inc | MRK | Shares | $238K | 2K |
| Travelers Companies Inc | TRV | Shares | $236K | 809 |
| At&T Inc | T | Shares | $220K | 8K |
| Rtx Corporation | RTX | Shares | $220K | 1K |
| Taiwan Semiconductor Manufac | TSM | Shares | $219K | 649 |
| Danaher Corp Del | DHR | Shares | $219K | 1K |
| Vanguard Bd Index Fds | BND | Shares | $215K | 3K |
| Amgen Inc | AMGN | Shares | $208K | 592 |
| Wells Fargo & Co | WFC | Shares | $204K | 3K |
| Schwab Strategic Tr | SCHK | Shares | $164K | 5K |
| Ishares Tr | IJK | Shares | $151K | 1K |
| Ishares Tr | IYW | Shares | $146K | 804 |
| Ishares Tr | IWO | Shares | $134K | 428 |
| Schwab Strategic Tr | SCHF | Shares | $131K | 5K |
| Vanguard World Fd | VDE | Shares | $113K | 656 |
| Schwab Strategic Tr | SCHV | Shares | $88K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.