Peachtree Investment Partners, LLC
Reported holdings as of Q2 2026, from 31 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | $41.2M | 142,280 | -0.36pp | 31q | +1.5%+$612.6K | |
| ELI LILLY & CO | LLY | $26.1M | 21,737 | +0.72pp | 24q | HELD | |
| VANGUARD INDEX FDS | VOO | $25.4M | 36,932 | +2.22pp | 22q | +42.2%+$7.5M | |
| MICROSOFT CORP | MSFT | $22.9M | 61,390 | -1.67pp | 31q | -3.9%-$917.3K | |
| VISA INC | V | $14.6M | 42,656 | -0.35pp | 31q | -2.5%-$375.0K | |
| ISHARES TR | SOXX | $11.2M | 17,499 | - | new | NEW | |
| COSTCO WHOLESALE CORPORATION | COST | $10.8M | 11,594 | -0.90pp | 31q | +0.6%+$60.8K | |
| HOME DEPOT INC | HD | $9.7M | 27,624 | -0.53pp | 31q | -5.2%-$530.1K | |
| SCHWAB STRATEGIC TR | SCHG | $9.6M | 282,747 | -0.14pp | 23q | -2.1%-$207.8K | |
| MCKESSON CORP | MCK | $8.6M | 11,332 | -1.61pp | 18q | -14.2%-$1.4M | |
| NVIDIA CORPORATION | NVDA | $8.5M | 42,264 | +0.13pp | 12q | +8.7%+$673.7K | |
| TJX COS INC NEW | TJX | $7.8M | 51,379 | -0.54pp | 31q | +3.1%+$237.5K | |
| AMAZON COM INC | AMZN | $7.4M | 31,122 | +0.08pp | 31q | +7.4%+$507.9K | |
| JPMORGAN CHASE & CO | JPM | $7.2M | 22,114 | -0.17pp | 31q | -0.6%-$45.2K | |
| STATE STR SPDR S&P 500 ETF T | SPY | $7.1M | 9,566 | +0.52pp | 3q | +33.9%+$1.8M | |
| MASTERCARD INCORPORATED | MA | $6.7M | 13,080 | -0.36pp | 24q | -0.8%-$53.9K | |
| ISHARES TR | MTUM | $5.2M | 15,210 | - | new | NEW | |
| SCHWAB STRATEGIC TR | SCHX | $4.9M | 166,609 | +0.11pp | 31q | +11.3%+$497.4K | |
| ALPHABET INC | GOOGL | $4.6M | 12,879 | +0.17pp | 21q | +8.5%+$360.9K | |
| SCHWAB STRATEGIC TR | SCHB | $3.1M | 105,452 | -0.13pp | 31q | -8.8%-$295.0K | |
| ALPHABET INC | GOOG | $3.0M | 8,576 | +0.02pp | 21q | -1.8%-$54.4K | |
| ISHARES TR | IVV | $2.8M | 3,686 | +0.51pp | 13q | +147.2%+$1.6M | |
| VANGUARD WORLD FD | VGT | $2.7M | 22,304 | +0.18pp | 13q | +778.8%+$2.4M | |
| BROADCOM INC | AVGO | $2.6M | 6,912 | +0.12pp | 5q | +13.3%+$306.7K | |
| CORNING INC | GLW | $2.5M | 9,784 | +0.37pp | 3q | +18.4%+$388.0K | |
| NORTHROP GRUMMAN CORP | NOC | $2.3M | 4,581 | -0.53pp | 31q | -6.7%-$168.1K | |
| SCHWAB STRATEGIC TR | SCHD | $2.3M | 72,242 | -1.31pp | 27q | -58.7%-$3.3M | |
| JOHNSON & JOHNSON | JNJ | $2.3M | 8,948 | -0.20pp | 31q | -10.5%-$267.7K | |
| AUTOMATIC DATA PROCESSING IN | ADP | $2.2M | 9,869 | -0.09pp | 31q | -4.6%-$107.7K | |
| CENCORA INC | COR | $2.2M | 7,789 | -0.71pp | 13q | -34.1%-$1.1M | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $2.1M | 4,269 | -0.15pp | 13q | -6.6%-$150.6K | |
| ROSS STORES INC | ROST | $1.8M | 8,639 | -0.04pp | 31q | +13.8%+$222.6K | |
| KIMBERLY-CLARK CORP | KMB | $1.8M | 15,995 | -0.02pp | 2q | HELD | |
| INVESCO EXCH TRADED FD TR II | SPMO | $1.6M | 10,027 | +0.09pp | 5q | HELD | |
| CATERPILLAR INC | CAT | $1.5M | 1,394 | +0.19pp | 4q | +31.5%+$355.8K | |
| MICRON TECHNOLOGY INC | MU | $1.3M | 1,083 | - | new | NEW | |
| PALANTIR TECHNOLOGIES INC | PLTR | $1.1M | 9,704 | -0.25pp | 7q | -12.2%-$157.5K | |
| MCDONALDS CORP | MCD | $1.1M | 4,052 | -0.14pp | 24q | -2.0%-$21.9K | |
| GE VERNOVA INC | GEV | $1.0M | 878 | +0.13pp | 3q | +42.1%+$305.6K | |
| INVESCO EXCH TRADED FD TR II | QQQM | $967.2K | 3,192 | +0.15pp | 11q | +82.4%+$436.9K | |
| ABBOTT LABORATORIES | ABT | $943.5K | 10,397 | -0.21pp | 31q | -20.8%-$247.7K | |
| MARRIOTT INTL INC NEW | MAR | $920.7K | 2,484 | -0.01pp | 13q | +2.0%+$17.8K | |
| COCA COLA CO | KO | $895.7K | 11,021 | -0.02pp | 31q | +5.5%+$46.3K | |
| ACCENTURE PLC IRELAND | ACN | $886.2K | 7,121 | -0.29pp | 31q | -5.5%-$51.8K | |
| GE AEROSPACE | GE | $864.4K | 2,313 | -0.04pp | 5q | -22.2%-$246.7K | |
| STRYKER CORPORATION | SYK | $847.4K | 2,692 | -0.28pp | 31q | -39.4%-$551.5K | |
| ADVANCED MICRO DEVICES INC | AMD | $834.8K | 1,437 | - | new | NEW | |
| ISHARES TR | IWF | $812.0K | 6,539 | +0.01pp | 30q | +321.9%+$619.5K | |
| APPLIED MATLS INC | AMAT | $809.9K | 1,120 | - | new | NEW | |
| META PLATFORMS INC | META | $779.7K | 1,384 | -0.02pp | 10q | +11.1%+$77.7K | |
| GOLDMAN SACHS GROUP INC | GS | $779.0K | 770 | -0.01pp | 5q | -3.8%-$30.4K | |
| WALMART INC | WMT | $738.2K | 6,517 | -0.09pp | 7q | -4.4%-$34.3K | |
| PROCTER & GAMBLE CO | PG | $694.2K | 4,734 | -0.06pp | 30q | -8.0%-$60.3K | |
| ISHARES TR | IJH | $675.3K | 8,757 | -0.01pp | 31q | -0.5%-$3.6K | |
| TESLA INC | TSLA | $648.6K | 1,542 | +0.03pp | 7q | +22.3%+$118.2K | |
| MARVELL TECHNOLOGY INC | MRVL | $625.1K | 2,098 | - | new | NEW | |
| L3HARRIS TECHNOLOGIES INC | LHX | $607.9K | 2,092 | -0.18pp | 28q | -26.9%-$224.0K | |
| CAPITAL ONE FINL CORP | COF | $567.6K | 2,829 | -0.01pp | 5q | +1.4%+$8.0K | |
| ROLLINS INC | ROL | $465.4K | 11,149 | -0.15pp | 31q | -24.2%-$148.2K | |
| TEXAS INSTRS INC | TXN | $462.0K | 1,550 | +0.05pp | 31q | +21.3%+$81.1K | |
| FIRST HORIZON CORPORATION | FHN | $440.7K | 17,189 | -0.01pp | 24q | HELD | |
| INTEL CORP | INTC | $427.0K | 3,058 | - | new | NEW | |
| ABBVIE INC | ABBV | $424.7K | 1,688 | -0.03pp | 6q | -13.5%-$66.2K | |
| EATON CORP PLC | ETN | $421.0K | 988 | flat | 13q | -1.5%-$6.4K | |
| PEPSICO INC | PEP | $387.4K | 2,861 | -0.04pp | 28q | +3.5%+$13.3K | |
| LOCKHEED MARTIN CORP | LMT | $386.1K | 758 | -0.09pp | 24q | -16.8%-$77.9K | |
| DUKE ENERGY CORP NEW | DUK | $377.2K | 2,980 | -0.02pp | 31q | +2.8%+$10.3K | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $373.0K | 781 | +0.04pp | 2q | +20.3%+$63.0K | |
| SANDISK CORP | SNDK | $368.3K | 162 | - | new | NEW | |
| SOUTHSTATE BK CORP | SSB | $357.1K | 3,575 | -0.01pp | 4q | HELD | |
| VANGUARD INDEX FDS | VTI | $347.7K | 940 | flat | 22q | +4.3%+$14.4K | |
| ALTRIA GROUP INC | MO | $340.2K | 4,729 | -0.01pp | 6q | +3.7%+$12.2K | |
| ISHARES TR | IYY | $339.5K | 1,863 | flat | 6q | HELD | |
| NIKE INC | NKE | $331.5K | 8,075 | -0.08pp | 31q | -13.2%-$50.2K | |
| TRAVELERS COMPANIES INC | TRV | $319.6K | 968 | +0.01pp | 6q | +19.7%+$52.5K | |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | $318.4K | 330 | - | new | NEW | |
| CURTISS WRIGHT CORP | CW | $310.8K | 410 | - | new | NEW | |
| MORGAN STANLEY | MS | $303.7K | 1,453 | - | new | NEW | |
| TRUIST FINL CORP | TFC | $301.9K | 6,059 | -0.01pp | 15q | HELD | |
| INTERNATIONAL BUSINESS MACHS | IBM | $298.4K | 1,061 | -0.04pp | 8q | -25.3%-$101.0K | |
| CONSOLIDATED EDISON INC | ED | $293.7K | 2,655 | -0.02pp | 31q | +0.7%+$2.0K | |
| NORFOLK SOUTHN CORP | NSC | $290.1K | 922 | -0.02pp | 31q | -7.3%-$23.0K | |
| MERCK & CO INC | MRK | $289.8K | 2,255 | flat | 17q | +13.8%+$35.2K | |
| AMERICAN EXPRESS CO | AXP | $284.7K | 842 | -0.04pp | 9q | -27.5%-$108.2K | |
| VANGUARD SCOTTSDALE FDS | VTC | $278.9K | 3,632 | -0.02pp | 25q | HELD | |
| YUM BRANDS INC | YUM | $276.5K | 1,730 | -0.02pp | 31q | -1.6%-$4.6K | |
| VANGUARD WHITEHALL FDS | VYM | $262.7K | 1,663 | -0.01pp | 6q | HELD | |
| CASEYS GEN STORES INC | CASY | $257.4K | 324 | - | new | NEW | |
| SPDR GOLD TR | GLD | $254.6K | 691 | -0.06pp | 3q | -20.8%-$67.0K | |
| UNITEDHEALTH GROUP INC | UNH | $253.5K | 610 | - | new | NEW | |
| HONEYWELL INTL INC | HON | $253.0K | 1,130 | - | new | NEW | |
| SIMON PPTY GROUP INC NEW | SPG | $243.6K | 1,089 | - | new | NEW | |
| CINTAS CORP | CTAS | $241.5K | 1,420 | -0.02pp | 31q | -9.0%-$23.8K | |
| HOWMET AEROSPACE INC | HWM | $240.7K | 895 | -0.02pp | 2q | -20.3%-$61.3K | |
| BOEING CO | BA | $237.6K | 1,098 | - | new | NEW | |
| CISCO SYS INC | CSCO | $234.6K | 1,997 | - | new | NEW | |
| CITIGROUP INC | C | $233.4K | 1,668 | - | new | NEW | |
| CHEVRON CORPORATION | CVX | $229.7K | 1,386 | -0.10pp | 2q | -36.4%-$131.4K | |
| AMGEN INC | AMGN | $227.5K | 628 | -0.01pp | 3q | +6.1%+$13.0K | |
| WELLS FARGO & CO | WFC | $225.6K | 2,730 | -0.01pp | 5q | +6.4%+$13.6K | |
| ISHARES TR | IWY | $218.0K | 750 | - | new | NEW | |
| VANGUARD BD INDEX FDS | BND | $214.3K | 2,920 | -0.01pp | 29q | HELD | |
| WESTERN DIGITAL CORP | WDC | $213.4K | 334 | - | new | NEW | |
| COMCAST CORP NEW | CMCSA | $213.2K | 8,685 | -0.02pp | 21q | +4.2%+$8.6K | |
| ISHARES TR | IYW | $209.0K | 829 | +0.01pp | 25q | +3.1%+$6.3K | |
| CUMMINS INC | CMI | $203.4K | 285 | - | new | NEW | |
| CHUBB LIMITED | CB | $202.0K | 593 | -0.06pp | 6q | -41.7%-$144.4K | |
| SCHWAB STRATEGIC TR | SCHK | $189.7K | 5,262 | flat | 27q | HELD | |
| ISHARES TR | IJK | $169.3K | 1,441 | flat | 31q | -3.7%-$6.5K | |
| ISHARES TR | IWO | $168.6K | 428 | flat | 27q | HELD | |
| VANGUARD SCOTTSDALE FDS | VONG | $127.8K | 1,000 | +0.03pp | 4q | +175.5%+$81.4K | |
| SCHWAB STRATEGIC TR | SCHV | $101.0K | 2,901 | flat | 8q | HELD | |
| ISHARES TR | IJT | $93.0K | 521 | flat | 27q | HELD | |
| VANGUARD INDEX FDS | VOE | $73.4K | 371 | flat | 22q | HELD | |
| ISHARES TR | IUSG | $57.6K | 306 | flat | 8q | HELD | |
| ISHARES TR | IWM | $50.5K | 168 | flat | 24q | HELD | |
| VANGUARD INDEX FDS | VBR | $50.4K | 207 | flat | 6q | HELD | |
| ISHARES TR | IWD | $46.5K | 192 | flat | 18q | HELD | |
| VANGUARD INDEX FDS | VTV | $42.4K | 195 | flat | 6q | +0.5% | |
| SCHWAB STRATEGIC TR | SCHF | $39.8K | 1,436 | -0.04pp | 6q | -72.8%-$106.4K | |
| ISHARES TR | IWS | $32.1K | 195 | flat | 6q | +0.5% | |
| VANGUARD INDEX FDS | VB | $29.9K | 99 | +0.01pp | 15q | +2.1% | |
| VANGUARD INDEX FDS | VUG | $25.8K | 300 | flat | 12q | +500.0%+$21.5K | |
| VANGUARD WORLD FD | VDE | $23.6K | 157 | -0.04pp | 2q | -76.1%-$74.9K | |
| ISHARES TR | IWB | $17.6K | 43 | flat | 25q | HELD | |
| ISHARES TR | TLT | $17.3K | 200 | flat | 3q | HELD | |
| SCHWAB STRATEGIC TR | SCHR | $17.3K | 700 | flat | 23q | HELD | |
| SCHWAB STRATEGIC TR | SCHA | $16.5K | 458 | flat | 2q | +205.3%+$11.1K | |
| ISHARES TR | IWN | $15.2K | 69 | flat | 8q | +1.5% | |
| SCHWAB STRATEGIC TR | SCHZ | $15.0K | 650 | flat | 23q | HELD | |
| SCHWAB STRATEGIC TR | FNDA | $13.4K | 351 | flat | 7q | +646.8%+$11.6K | |
| SCHWAB STRATEGIC TR | FNDF | $12.8K | 243 | - | new | NEW | |
| SCHWAB STRATEGIC TR | SCHM | $12.7K | 346 | flat | 27q | HELD | |
| VANGUARD BD INDEX FDS | BSV | $12.2K | 156 | flat | 13q | +3.3% | |
| VANGUARD WORLD FD | VHT | $12.2K | 41 | flat | 13q | HELD | |
| VANGUARD SCOTTSDALE FDS | BNDW | $11.3K | 166 | flat | 15q | +3.8% | |
| ISHARES TR | IJR | $9.9K | 67 | flat | 12q | HELD | |
| SCHWAB STRATEGIC TR | SCYB | $9.2K | 353 | flat | 6q | +1.7% | |
| VANGUARD WORLD FD | VPU | $5.9K | 30 | flat | 8q | HELD | |
| ISHARES TR | IVE | $4.9K | 22 | flat | 27q | -62.7%-$8.3K | |
| INVESCO EXCH TRADED FD TR II | QQMG | $3.8K | 75 | - | new | NEW | |
| SCHWAB STRATEGIC TR | FNDX | $2.7K | 88 | flat | 7q | HELD | |
| ISHARES TR | IEFA | $2.4K | 25 | - | new | NEW |
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.
| Sector | Value | Share |
|---|---|---|
| Computer Hardware | $42.6M | 13.7% |
| Retail & Consumer | $40.2M | 12.9% |
| Software & IT Services | $34.7M | 11.1% |
| Biotech & Pharma | $30.2M | 9.7% |
| Business Services | $23.6M | 7.6% |
| Semiconductors & Electronics | $17.7M | 5.7% |
| Wholesale & Distribution | $10.8M | 3.5% |
| Banks & Lending | $9.6M | 3.1% |
| Funds & ETFs | $7.1M | 2.3% |
| Other sectors | $20.5M | 6.6% |
| Not classified | $74.8M | 24.0% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $311.9M | 143 | 24 | 47 | 44 | 10 | 57.7% | 37 |
| Q1 2026 | $262.4M | 129 | 9 | 39 | 48 | 7 | 59.8% | 38 |
| Q4 2025 | $301.3M | 127 | 8 | 39 | 44 | 9 | 63.0% | 42 |
| Q3 2025 | $288.4M | 128 | 5 | 32 | 49 | 3 | 63.8% | 31 |
| Q2 2025 | $262.1M | 126 | 10 | 37 | 40 | 9 | 64.5% | 43 |
| Q1 2025 | $253.1M | 125 | 18 | 35 | 42 | 7 | 66.0% | 42 |
| Q4 2024 | $266.9M | 114 | 9 | 29 | 43 | 8 | 69.0% | 44 |
| Q3 2024 | $265.9M | 113 | 18 | 27 | 35 | 2 | 68.8% | 43 |
| Q2 2024 | $254.9M | 97 | 3 | 22 | 35 | 4 | 69.8% | 43 |
| Q1 2024 | $247.4M | 98 | 6 | 26 | 42 | 12 | 68.2% | 40 |
| Q4 2023 | $243.7M | 104 | 5 | 36 | 36 | 3 | 66.2% | 43 |
| Q3 2023 | $195.9M | 102 | 6 | 30 | 37 | 11 | 66.9% | 44 |
| Q2 2023 | $219.0M | 107 | 20 | 29 | 29 | 4 | 63.9% | 45 |
| Q1 2023 | $160.0M | 91 | 1 | 13 | 45 | 6 | 63.1% | 45 |
| Q4 2022 | $163.8M | 96 | 15 | 23 | 32 | 9 | 58.2% | 45 |
| Q3 2022 | $148.8M | 90 | 4 | 19 | 36 | 9 | 62.5% | 39 |
| Q2 2022 | $160.3M | 95 | 8 | 20 | 44 | 13 | 59.5% | 47 |
| Q1 2022 | $217.7M | 100 | 8 | 38 | 34 | 17 | 58.1% | 69 |
| Q4 2021 | $238.4M | 109 | 23 | 34 | 30 | 4 | 62.2% | 42 |
| Q3 2021 | $204.5M | 90 | 1 | 37 | 23 | 4 | 63.4% | 39 |
| Q2 2021 | $204.9M | 93 | 8 | 33 | 25 | 6 | 63.4% | 27 |
| Q1 2021 | $174.0M | 91 | 8 | 29 | 33 | 3 | 62.0% | 35 |
| Q4 2020 | $171.8M | 86 | 12 | 38 | 13 | 1 | 64.1% | 47 |
| Q3 2020 | $145.3M | 75 | 12 | 21 | 30 | 7 | 64.3% | 34 |
| Q2 2020 | $121.8M | 70 | 14 | 30 | 17 | 11 | 67.5% | 44 |
| Q1 2020 | $99.9M | 67 | 0 | 8 | 47 | 15 | 68.4% | 45 |
| Q4 2019 | $144.9M | 82 | 24 | 26 | 20 | 5 | 63.7% | 35 |
| Q3 2019 | $125.6M | 63 | 4 | 16 | 38 | 8 | 59.8% | 45 |
| Q2 2019 | $127.2M | 67 | 7 | 25 | 25 | 5 | 56.4% | 17 |
| Q1 2019 | $118.5M | 65 | 15 | 29 | 12 | 2 | 54.3% | 44 |
| Q4 2018 | $88.1M | 52 | 0 | 0 | 0 | 0 | 58.5% | 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.