HolderBook

Peachtree Investment Partners, LLC

Reported holdings as of Q2 2026, from 31 quarterly filings.

CIK
1743863
Reported value
$311.9M
Positions
143
Top 10 weight
57.7%
Filed
2026-08-06
Days after quarter end
37

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
APPLE INCAAPL$41.2M142,28013.20%-0.36pp31q+1.5%+$612.6K
ELI LILLY & COLLY$26.1M21,7378.36%+0.72pp24qHELD
VANGUARD INDEX FDSVOO$25.4M36,9328.13%+2.22pp22q+42.2%+$7.5M
MICROSOFT CORPMSFT$22.9M61,3907.34%-1.67pp31q-3.9%-$917.3K
VISA INCV$14.6M42,6564.69%-0.35pp31q-2.5%-$375.0K
ISHARES TRSOXX$11.2M17,4993.59%-newNEW
COSTCO WHOLESALE CORPORATIONCOST$10.8M11,5943.48%-0.90pp31q+0.6%+$60.8K
HOME DEPOT INCHD$9.7M27,6243.12%-0.53pp31q-5.2%-$530.1K
SCHWAB STRATEGIC TRSCHG$9.6M282,7473.07%-0.14pp23q-2.1%-$207.8K
MCKESSON CORPMCK$8.6M11,3322.74%-1.61pp18q-14.2%-$1.4M
NVIDIA CORPORATIONNVDA$8.5M42,2642.71%+0.13pp12q+8.7%+$673.7K
TJX COS INC NEWTJX$7.8M51,3792.50%-0.54pp31q+3.1%+$237.5K
AMAZON COM INCAMZN$7.4M31,1222.38%+0.08pp31q+7.4%+$507.9K
JPMORGAN CHASE & COJPM$7.2M22,1142.32%-0.17pp31q-0.6%-$45.2K
STATE STR SPDR S&P 500 ETF TSPY$7.1M9,5662.29%+0.52pp3q+33.9%+$1.8M
MASTERCARD INCORPORATEDMA$6.7M13,0802.15%-0.36pp24q-0.8%-$53.9K
ISHARES TRMTUM$5.2M15,2101.67%-newNEW
SCHWAB STRATEGIC TRSCHX$4.9M166,6091.57%+0.11pp31q+11.3%+$497.4K
ALPHABET INCGOOGL$4.6M12,8791.48%+0.17pp21q+8.5%+$360.9K
SCHWAB STRATEGIC TRSCHB$3.1M105,4520.98%-0.13pp31q-8.8%-$295.0K
ALPHABET INCGOOG$3.0M8,5760.97%+0.02pp21q-1.8%-$54.4K
ISHARES TRIVV$2.8M3,6860.89%+0.51pp13q+147.2%+$1.6M
VANGUARD WORLD FDVGT$2.7M22,3040.85%+0.18pp13q+778.8%+$2.4M
BROADCOM INCAVGO$2.6M6,9120.84%+0.12pp5q+13.3%+$306.7K
CORNING INCGLW$2.5M9,7840.80%+0.37pp3q+18.4%+$388.0K
NORTHROP GRUMMAN CORPNOC$2.3M4,5810.75%-0.53pp31q-6.7%-$168.1K
SCHWAB STRATEGIC TRSCHD$2.3M72,2420.73%-1.31pp27q-58.7%-$3.3M
JOHNSON & JOHNSONJNJ$2.3M8,9480.73%-0.20pp31q-10.5%-$267.7K
AUTOMATIC DATA PROCESSING INADP$2.2M9,8690.71%-0.09pp31q-4.6%-$107.7K
CENCORA INCCOR$2.2M7,7890.71%-0.71pp13q-34.1%-$1.1M
BERKSHIRE HATHAWAY INC DELBRKB$2.1M4,2690.68%-0.15pp13q-6.6%-$150.6K
ROSS STORES INCROST$1.8M8,6390.59%-0.04pp31q+13.8%+$222.6K
KIMBERLY-CLARK CORPKMB$1.8M15,9950.56%-0.02pp2qHELD
INVESCO EXCH TRADED FD TR IISPMO$1.6M10,0270.52%+0.09pp5qHELD
CATERPILLAR INCCAT$1.5M1,3940.48%+0.19pp4q+31.5%+$355.8K
MICRON TECHNOLOGY INCMU$1.3M1,0830.40%-newNEW
PALANTIR TECHNOLOGIES INCPLTR$1.1M9,7040.36%-0.25pp7q-12.2%-$157.5K
MCDONALDS CORPMCD$1.1M4,0520.35%-0.14pp24q-2.0%-$21.9K
GE VERNOVA INCGEV$1.0M8780.33%+0.13pp3q+42.1%+$305.6K
INVESCO EXCH TRADED FD TR IIQQQM$967.2K3,1920.31%+0.15pp11q+82.4%+$436.9K
ABBOTT LABORATORIESABT$943.5K10,3970.30%-0.21pp31q-20.8%-$247.7K
MARRIOTT INTL INC NEWMAR$920.7K2,4840.30%-0.01pp13q+2.0%+$17.8K
COCA COLA COKO$895.7K11,0210.29%-0.02pp31q+5.5%+$46.3K
ACCENTURE PLC IRELANDACN$886.2K7,1210.28%-0.29pp31q-5.5%-$51.8K
GE AEROSPACEGE$864.4K2,3130.28%-0.04pp5q-22.2%-$246.7K
STRYKER CORPORATIONSYK$847.4K2,6920.27%-0.28pp31q-39.4%-$551.5K
ADVANCED MICRO DEVICES INCAMD$834.8K1,4370.27%-newNEW
ISHARES TRIWF$812.0K6,5390.26%+0.01pp30q+321.9%+$619.5K
APPLIED MATLS INCAMAT$809.9K1,1200.26%-newNEW
META PLATFORMS INCMETA$779.7K1,3840.25%-0.02pp10q+11.1%+$77.7K
GOLDMAN SACHS GROUP INCGS$779.0K7700.25%-0.01pp5q-3.8%-$30.4K
WALMART INCWMT$738.2K6,5170.24%-0.09pp7q-4.4%-$34.3K
PROCTER & GAMBLE COPG$694.2K4,7340.22%-0.06pp30q-8.0%-$60.3K
ISHARES TRIJH$675.3K8,7570.22%-0.01pp31q-0.5%-$3.6K
TESLA INCTSLA$648.6K1,5420.21%+0.03pp7q+22.3%+$118.2K
MARVELL TECHNOLOGY INCMRVL$625.1K2,0980.20%-newNEW
L3HARRIS TECHNOLOGIES INCLHX$607.9K2,0920.19%-0.18pp28q-26.9%-$224.0K
CAPITAL ONE FINL CORPCOF$567.6K2,8290.18%-0.01pp5q+1.4%+$8.0K
ROLLINS INCROL$465.4K11,1490.15%-0.15pp31q-24.2%-$148.2K
TEXAS INSTRS INCTXN$462.0K1,5500.15%+0.05pp31q+21.3%+$81.1K
FIRST HORIZON CORPORATIONFHN$440.7K17,1890.14%-0.01pp24qHELD
INTEL CORPINTC$427.0K3,0580.14%-newNEW
ABBVIE INCABBV$424.7K1,6880.14%-0.03pp6q-13.5%-$66.2K
EATON CORP PLCETN$421.0K9880.13%flat13q-1.5%-$6.4K
PEPSICO INCPEP$387.4K2,8610.12%-0.04pp28q+3.5%+$13.3K
LOCKHEED MARTIN CORPLMT$386.1K7580.12%-0.09pp24q-16.8%-$77.9K
DUKE ENERGY CORP NEWDUK$377.2K2,9800.12%-0.02pp31q+2.8%+$10.3K
TAIWAN SEMICONDUCTOR MANUFACTSM$373.0K7810.12%+0.04pp2q+20.3%+$63.0K
SANDISK CORPSNDK$368.3K1620.12%-newNEW
SOUTHSTATE BK CORPSSB$357.1K3,5750.11%-0.01pp4qHELD
VANGUARD INDEX FDSVTI$347.7K9400.11%flat22q+4.3%+$14.4K
ALTRIA GROUP INCMO$340.2K4,7290.11%-0.01pp6q+3.7%+$12.2K
ISHARES TRIYY$339.5K1,8630.11%flat6qHELD
NIKE INCNKE$331.5K8,0750.11%-0.08pp31q-13.2%-$50.2K
TRAVELERS COMPANIES INCTRV$319.6K9680.10%+0.01pp6q+19.7%+$52.5K
SEAGATE TECHNOLOGY HLDNGS PLSTX$318.4K3300.10%-newNEW
CURTISS WRIGHT CORPCW$310.8K4100.10%-newNEW
MORGAN STANLEYMS$303.7K1,4530.10%-newNEW
TRUIST FINL CORPTFC$301.9K6,0590.10%-0.01pp15qHELD
INTERNATIONAL BUSINESS MACHSIBM$298.4K1,0610.10%-0.04pp8q-25.3%-$101.0K
CONSOLIDATED EDISON INCED$293.7K2,6550.09%-0.02pp31q+0.7%+$2.0K
NORFOLK SOUTHN CORPNSC$290.1K9220.09%-0.02pp31q-7.3%-$23.0K
MERCK & CO INCMRK$289.8K2,2550.09%flat17q+13.8%+$35.2K
AMERICAN EXPRESS COAXP$284.7K8420.09%-0.04pp9q-27.5%-$108.2K
VANGUARD SCOTTSDALE FDSVTC$278.9K3,6320.09%-0.02pp25qHELD
YUM BRANDS INCYUM$276.5K1,7300.09%-0.02pp31q-1.6%-$4.6K
VANGUARD WHITEHALL FDSVYM$262.7K1,6630.08%-0.01pp6qHELD
CASEYS GEN STORES INCCASY$257.4K3240.08%-newNEW
SPDR GOLD TRGLD$254.6K6910.08%-0.06pp3q-20.8%-$67.0K
UNITEDHEALTH GROUP INCUNH$253.5K6100.08%-newNEW
HONEYWELL INTL INCHON$253.0K1,1300.08%-newNEW
SIMON PPTY GROUP INC NEWSPG$243.6K1,0890.08%-newNEW
CINTAS CORPCTAS$241.5K1,4200.08%-0.02pp31q-9.0%-$23.8K
HOWMET AEROSPACE INCHWM$240.7K8950.08%-0.02pp2q-20.3%-$61.3K
BOEING COBA$237.6K1,0980.08%-newNEW
CISCO SYS INCCSCO$234.6K1,9970.08%-newNEW
CITIGROUP INCC$233.4K1,6680.07%-newNEW
CHEVRON CORPORATIONCVX$229.7K1,3860.07%-0.10pp2q-36.4%-$131.4K
AMGEN INCAMGN$227.5K6280.07%-0.01pp3q+6.1%+$13.0K
WELLS FARGO & COWFC$225.6K2,7300.07%-0.01pp5q+6.4%+$13.6K
ISHARES TRIWY$218.0K7500.07%-newNEW
VANGUARD BD INDEX FDSBND$214.3K2,9200.07%-0.01pp29qHELD
WESTERN DIGITAL CORPWDC$213.4K3340.07%-newNEW
COMCAST CORP NEWCMCSA$213.2K8,6850.07%-0.02pp21q+4.2%+$8.6K
ISHARES TRIYW$209.0K8290.07%+0.01pp25q+3.1%+$6.3K
CUMMINS INCCMI$203.4K2850.07%-newNEW
CHUBB LIMITEDCB$202.0K5930.06%-0.06pp6q-41.7%-$144.4K
SCHWAB STRATEGIC TRSCHK$189.7K5,2620.06%flat27qHELD
ISHARES TRIJK$169.3K1,4410.05%flat31q-3.7%-$6.5K
ISHARES TRIWO$168.6K4280.05%flat27qHELD
VANGUARD SCOTTSDALE FDSVONG$127.8K1,0000.04%+0.03pp4q+175.5%+$81.4K
SCHWAB STRATEGIC TRSCHV$101.0K2,9010.03%flat8qHELD
ISHARES TRIJT$93.0K5210.03%flat27qHELD
VANGUARD INDEX FDSVOE$73.4K3710.02%flat22qHELD
ISHARES TRIUSG$57.6K3060.02%flat8qHELD
ISHARES TRIWM$50.5K1680.02%flat24qHELD
VANGUARD INDEX FDSVBR$50.4K2070.02%flat6qHELD
ISHARES TRIWD$46.5K1920.01%flat18qHELD
VANGUARD INDEX FDSVTV$42.4K1950.01%flat6q+0.5%
SCHWAB STRATEGIC TRSCHF$39.8K1,4360.01%-0.04pp6q-72.8%-$106.4K
ISHARES TRIWS$32.1K1950.01%flat6q+0.5%
VANGUARD INDEX FDSVB$29.9K990.01%+0.01pp15q+2.1%
VANGUARD INDEX FDSVUG$25.8K3000.01%flat12q+500.0%+$21.5K
VANGUARD WORLD FDVDE$23.6K1570.01%-0.04pp2q-76.1%-$74.9K
ISHARES TRIWB$17.6K430.01%flat25qHELD
ISHARES TRTLT$17.3K2000.01%flat3qHELD
SCHWAB STRATEGIC TRSCHR$17.3K7000.01%flat23qHELD
SCHWAB STRATEGIC TRSCHA$16.5K4580.01%flat2q+205.3%+$11.1K
ISHARES TRIWN$15.2K690.00%flat8q+1.5%
SCHWAB STRATEGIC TRSCHZ$15.0K6500.00%flat23qHELD
SCHWAB STRATEGIC TRFNDA$13.4K3510.00%flat7q+646.8%+$11.6K
SCHWAB STRATEGIC TRFNDF$12.8K2430.00%-newNEW
SCHWAB STRATEGIC TRSCHM$12.7K3460.00%flat27qHELD
VANGUARD BD INDEX FDSBSV$12.2K1560.00%flat13q+3.3%
VANGUARD WORLD FDVHT$12.2K410.00%flat13qHELD
VANGUARD SCOTTSDALE FDSBNDW$11.3K1660.00%flat15q+3.8%
ISHARES TRIJR$9.9K670.00%flat12qHELD
SCHWAB STRATEGIC TRSCYB$9.2K3530.00%flat6q+1.7%
VANGUARD WORLD FDVPU$5.9K300.00%flat8qHELD
ISHARES TRIVE$4.9K220.00%flat27q-62.7%-$8.3K
INVESCO EXCH TRADED FD TR IIQQMG$3.8K750.00%-newNEW
SCHWAB STRATEGIC TRFNDX$2.7K880.00%flat7qHELD
ISHARES TRIEFA$2.4K250.00%-newNEW

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Computer Hardware 13.7%Retail & Consumer 12.9%Software & IT Services 11.1%Biotech & Pharma 9.7%Business Services 7.6%Semiconductors & Electronics 5.7%Wholesale & Distribution 3.5%Banks & Lending 3.1%Funds & ETFs 2.3%Other sectors 6.6%Not classified 24.0%
 
SectorValueShare
Computer Hardware$42.6M13.7%
Retail & Consumer$40.2M12.9%
Software & IT Services$34.7M11.1%
Biotech & Pharma$30.2M9.7%
Business Services$23.6M7.6%
Semiconductors & Electronics$17.7M5.7%
Wholesale & Distribution$10.8M3.5%
Banks & Lending$9.6M3.1%
Funds & ETFs$7.1M2.3%
Other sectors$20.5M6.6%
Not classified$74.8M24.0%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$311.9M1432447441057.7%37
Q1 2026$262.4M12993948759.8%38
Q4 2025$301.3M12783944963.0%42
Q3 2025$288.4M12853249363.8%31
Q2 2025$262.1M126103740964.5%43
Q1 2025$253.1M125183542766.0%42
Q4 2024$266.9M11492943869.0%44
Q3 2024$265.9M113182735268.8%43
Q2 2024$254.9M9732235469.8%43
Q1 2024$247.4M98626421268.2%40
Q4 2023$243.7M10453636366.2%43
Q3 2023$195.9M102630371166.9%44
Q2 2023$219.0M107202929463.9%45
Q1 2023$160.0M9111345663.1%45
Q4 2022$163.8M96152332958.2%45
Q3 2022$148.8M9041936962.5%39
Q2 2022$160.3M95820441359.5%47
Q1 2022$217.7M100838341758.1%69
Q4 2021$238.4M109233430462.2%42
Q3 2021$204.5M9013723463.4%39
Q2 2021$204.9M9383325663.4%27
Q1 2021$174.0M9182933362.0%35
Q4 2020$171.8M86123813164.1%47
Q3 2020$145.3M75122130764.3%34
Q2 2020$121.8M701430171167.5%44
Q1 2020$99.9M6708471568.4%45
Q4 2019$144.9M82242620563.7%35
Q3 2019$125.6M6341638859.8%45
Q2 2019$127.2M6772525556.4%17
Q1 2019$118.5M65152912254.3%44
Q4 2018$88.1M52000058.5%50

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.