# Peachtree Investment Partners, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1743863. Source: https://holderbook.com/funds/1743863-peachtree-investment-partners-llc/

- Reported value: $311.9M
- Positions: 143
- Weight of the ten largest: 57.7%
- Filed: 2026-08-06

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $41.2M | 142,280 | 13.2% | 31 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $26.1M | 21,737 | 8.4% | 24 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $25.4M | 36,932 | 8.1% | 22 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $22.9M | 61,390 | 7.3% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $14.6M | 42,656 | 4.7% | 31 |
| ISHARES TR | [SOXX](https://holderbook.com/stocks/SOXX/) | $11.2M | 17,499 | 3.6% | 1 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $10.8M | 11,594 | 3.5% | 31 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $9.7M | 27,624 | 3.1% | 31 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $9.6M | 282,747 | 3.1% | 23 |
| MCKESSON CORP | [MCK](https://holderbook.com/stocks/MCK/) | $8.6M | 11,332 | 2.7% | 18 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $8.5M | 42,264 | 2.7% | 12 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $7.8M | 51,379 | 2.5% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $7.4M | 31,122 | 2.4% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $7.2M | 22,114 | 2.3% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $7.1M | 9,566 | 2.3% | 3 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $6.7M | 13,080 | 2.2% | 24 |
| ISHARES TR | [MTUM](https://holderbook.com/stocks/MTUM/) | $5.2M | 15,210 | 1.7% | 1 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $4.9M | 166,609 | 1.6% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $4.6M | 12,879 | 1.5% | 21 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $3.1M | 105,452 | 1.0% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $3.0M | 8,576 | 1.0% | 21 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $2.8M | 3,686 | 0.9% | 13 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $2.7M | 22,304 | 0.9% | 13 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $2.6M | 6,912 | 0.8% | 5 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $2.5M | 9,784 | 0.8% | 3 |
| NORTHROP GRUMMAN CORP | [NOC](https://holderbook.com/stocks/NOC/) | $2.3M | 4,581 | 0.7% | 31 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $2.3M | 72,242 | 0.7% | 27 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $2.3M | 8,948 | 0.7% | 31 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $2.2M | 9,869 | 0.7% | 31 |
| CENCORA INC | [COR](https://holderbook.com/stocks/COR/) | $2.2M | 7,789 | 0.7% | 13 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $2.1M | 4,269 | 0.7% | 13 |
| ROSS STORES INC | [ROST](https://holderbook.com/stocks/ROST/) | $1.8M | 8,639 | 0.6% | 31 |
| KIMBERLY-CLARK CORP | [KMB](https://holderbook.com/stocks/KMB/) | $1.8M | 15,995 | 0.6% | 2 |
| INVESCO EXCH TRADED FD TR II | [SPMO](https://holderbook.com/stocks/SPMO/) | $1.6M | 10,027 | 0.5% | 5 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $1.5M | 1,394 | 0.5% | 4 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $1.3M | 1,083 | 0.4% | 1 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $1.1M | 9,704 | 0.4% | 7 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $1.1M | 4,052 | 0.4% | 24 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $1.0M | 878 | 0.3% | 3 |
| INVESCO EXCH TRADED FD TR II | [QQQM](https://holderbook.com/stocks/QQQM/) | $967.2K | 3,192 | 0.3% | 11 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $943.5K | 10,397 | 0.3% | 31 |
| MARRIOTT INTL INC NEW | [MAR](https://holderbook.com/stocks/MAR/) | $920.7K | 2,484 | 0.3% | 13 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $895.7K | 11,021 | 0.3% | 31 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $886.2K | 7,121 | 0.3% | 31 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $864.4K | 2,313 | 0.3% | 5 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $847.4K | 2,692 | 0.3% | 31 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $834.8K | 1,437 | 0.3% | 1 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $812.0K | 6,539 | 0.3% | 30 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $809.9K | 1,120 | 0.3% | 1 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $779.7K | 1,384 | 0.2% | 10 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $779.0K | 770 | 0.2% | 5 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $738.2K | 6,517 | 0.2% | 7 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $694.2K | 4,734 | 0.2% | 30 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $675.3K | 8,757 | 0.2% | 31 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $648.6K | 1,542 | 0.2% | 7 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $625.1K | 2,098 | 0.2% | 1 |
| L3HARRIS TECHNOLOGIES INC | [LHX](https://holderbook.com/stocks/LHX/) | $607.9K | 2,092 | 0.2% | 28 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $567.6K | 2,829 | 0.2% | 5 |
| ROLLINS INC | [ROL](https://holderbook.com/stocks/ROL/) | $465.4K | 11,149 | 0.1% | 31 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $462.0K | 1,550 | 0.1% | 31 |
| FIRST HORIZON CORPORATION | [FHN](https://holderbook.com/stocks/FHN/) | $440.7K | 17,189 | 0.1% | 24 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $427.0K | 3,058 | 0.1% | 1 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $424.7K | 1,688 | 0.1% | 6 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $421.0K | 988 | 0.1% | 13 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $387.4K | 2,861 | 0.1% | 28 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $386.1K | 758 | 0.1% | 24 |
| DUKE ENERGY CORP NEW | [DUK](https://holderbook.com/stocks/DUK/) | $377.2K | 2,980 | 0.1% | 31 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $373.0K | 781 | 0.1% | 2 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $368.3K | 162 | 0.1% | 1 |
| SOUTHSTATE BK CORP | [SSB](https://holderbook.com/stocks/SSB/) | $357.1K | 3,575 | 0.1% | 4 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $347.7K | 940 | 0.1% | 22 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $340.2K | 4,729 | 0.1% | 6 |
| ISHARES TR | [IYY](https://holderbook.com/stocks/IYY/) | $339.5K | 1,863 | 0.1% | 6 |
| NIKE INC | [NKE](https://holderbook.com/stocks/NKE/) | $331.5K | 8,075 | 0.1% | 31 |
| TRAVELERS COMPANIES INC | [TRV](https://holderbook.com/stocks/TRV/) | $319.6K | 968 | 0.1% | 6 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $318.4K | 330 | 0.1% | 1 |
| CURTISS WRIGHT CORP | [CW](https://holderbook.com/stocks/CW/) | $310.8K | 410 | 0.1% | 1 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $303.7K | 1,453 | 0.1% | 1 |
| TRUIST FINL CORP | [TFC](https://holderbook.com/stocks/TFC/) | $301.9K | 6,059 | 0.1% | 15 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $298.4K | 1,061 | 0.1% | 8 |
| CONSOLIDATED EDISON INC | [ED](https://holderbook.com/stocks/ED/) | $293.7K | 2,655 | 0.1% | 31 |
| NORFOLK SOUTHN CORP | [NSC](https://holderbook.com/stocks/NSC/) | $290.1K | 922 | 0.1% | 31 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $289.8K | 2,255 | 0.1% | 17 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $284.7K | 842 | 0.1% | 9 |
| VANGUARD SCOTTSDALE FDS | [VTC](https://holderbook.com/stocks/VTC/) | $278.9K | 3,632 | 0.1% | 25 |
| YUM BRANDS INC | [YUM](https://holderbook.com/stocks/YUM/) | $276.5K | 1,730 | 0.1% | 31 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $262.7K | 1,663 | 0.1% | 6 |
| CASEYS GEN STORES INC | [CASY](https://holderbook.com/stocks/CASY/) | $257.4K | 324 | 0.1% | 1 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $254.6K | 691 | 0.1% | 3 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $253.5K | 610 | 0.1% | 1 |
| HONEYWELL INTL INC | [HON](https://holderbook.com/stocks/HON/) | $253.0K | 1,130 | 0.1% | 1 |
| SIMON PPTY GROUP INC NEW | [SPG](https://holderbook.com/stocks/SPG/) | $243.6K | 1,089 | 0.1% | 1 |
| CINTAS CORP | [CTAS](https://holderbook.com/stocks/CTAS/) | $241.5K | 1,420 | 0.1% | 31 |
| HOWMET AEROSPACE INC | [HWM](https://holderbook.com/stocks/HWM/) | $240.7K | 895 | 0.1% | 2 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $237.6K | 1,098 | 0.1% | 1 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $234.6K | 1,997 | 0.1% | 1 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $233.4K | 1,668 | 0.1% | 1 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $229.7K | 1,386 | 0.1% | 2 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $227.5K | 628 | 0.1% | 3 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $225.6K | 2,730 | 0.1% | 5 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +8.9% | +14.8% | -6.0% | 100% |
| Q1 2026 | -7.7% | -4.6% | -3.0% | 100% |
| Q4 2025 | +2.9% | +2.4% | +0.6% | 100% |
| Q3 2025 | +6.5% | +7.8% | -1.3% | 100% |
| Q2 2025 | +6.6% | +10.5% | -3.8% | 100% |
| Q1 2025 | -2.9% | -4.6% | +1.7% | 100% |
| Q4 2024 | +1.8% | +2.1% | -0.4% | 100% |
| Q3 2024 | +4.1% | +5.4% | -1.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $311.9M | 143 |
| Q1 2026 | $262.4M | 129 |
| Q4 2025 | $301.3M | 127 |
| Q3 2025 | $288.4M | 128 |
| Q2 2025 | $262.1M | 126 |
| Q1 2025 | $253.1M | 125 |
| Q4 2024 | $266.9M | 114 |
| Q3 2024 | $265.9M | 113 |
| Q2 2024 | $254.9M | 97 |
| Q1 2024 | $247.4M | 98 |
| Q4 2023 | $243.7M | 104 |
| Q3 2023 | $195.9M | 102 |