Peachtree Investment Partners, LLC

CIK

1743863

Location

INDIAN RIVER SHORES,, FL

Portfolio Value

Small $237,428,696

Diversification

Diversified

Filing Date

Global Rank

#4,086 / 8,517 ▲ 122

Top Industry

Consumer Electronics 17.9%

3Y Alpha vs SPY

+2.3%

Period ended 46 days ago

Filed Aug 6, 2026 · 9d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+81.7%

SPY

+75.3%

Annualised alpha

+1.5%

Max drawdown

−16.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

86 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

17.3%

+1.0 pts

Top 5

48.7%

+0.9 pts

Top 10

66.5%

−0.7 pts

HHI

685

Diversified+27

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	37.1%	$88,079,669	20
Healthcare	17.7%	$42,097,577	10
Financial Services	14.6%	$34,742,722	15
Consumer Cyclical	13.0%	$30,778,089	11
Consumer Defensive	6.6%	$15,657,224	7
Industrials	3.8%	$8,905,502	14
Communication Services	3.6%	$8,625,535	3
Unclassified	3.1%	$7,398,151	2
Utilities	0.3%	$670,930	2
Real Estate	0.1%	$243,554	1
Energy	0.1%	$229,743	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+3,367	42,264	$8,456,603
SPY	Spdr S&P 500 ETF Trust	+2,421	9,566	$7,143,601
AMZN	Amazon Com Inc	+2,131	31,122	$7,417,617
AAPL	Apple Inc.	+2,117	142,280	$41,170,140
TJX	Tjx Companies Inc /De/	+1,568	51,379	$7,783,918
GLW	Corning Inc /Ny	+1,519	9,784	$2,499,127
ROST	Ross Stores, Inc.	+1,046	8,639	$1,838,811
GOOGL	Alphabet Inc.	+856	21,455	$7,632,726
AVGO	Broadcom Inc.	+812	6,912	$2,611,008
KO	Coca Cola Co	+570	11,021	$895,676
CMCSA	Comcast Corp	+350	8,685	$213,216
CAT	Caterpillar Inc	+334	1,394	$1,484,470
TSLA	Tesla, Inc.	+281	1,542	$648,565
MRK	Merck & Co., Inc.	+274	2,255	$289,767
TXN	Texas Instruments Inc	+272	1,550	$462,008
GEV	GE Vernova Inc.	+260	878	$1,031,527
MO	Altria Group, Inc.	+169	4,729	$340,251
WFC	Wells Fargo & Company/Mn	+165	2,730	$225,607
TRV	Travelers Companies, Inc.	+159	968	$319,556
META	Meta Platforms, Inc.	+138	1,384	$779,593
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+132	781	$372,982
PEP	Pepsico Inc	+98	2,861	$387,379
DUK	Duke Energy CORP	+81	2,980	$377,208
COST	Costco Wholesale Corp /New	+65	11,594	$10,845,839
MAR	Marriott International Inc /Md/	+48	2,484	$920,545
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
COR	Cencora, Inc.	−4,033	7,789	$2,204,131
ROL	Rollins Inc	−3,550	11,149	$465,359
ABT	Abbott Laboratories	−2,730	10,397	$943,423
MSFT	Microsoft Corp	−2,459	61,390	$22,899,697
MCK	Mckesson Corp	−1,871	11,332	$8,562,459
SYK	Stryker Corp	−1,752	2,692	$847,549
HD	Home Depot, Inc.	−1,503	27,624	$9,742,432
PLTR	Palantir Technologies Inc.	−1,350	9,704	$1,132,165
NKE	NIKE, Inc.	−1,224	8,075	$331,478
V	Visa Inc.	−1,093	42,656	$14,634,847
JNJ	Johnson & Johnson	−1,054	8,948	$2,272,523
CVX	Chevron Corp	−793	1,386	$229,743
LHX	L3harris Technologies, Inc. /De/	−771	2,092	$607,914
HON	Honeywell International Inc	−671	1,130	$253,007
GE	General Electric Co	−660	2,313	$864,437
ADP	Automatic Data Processing Inc	−481	9,869	$2,210,162
CB	Chubb Ltd	−424	593	$202,058
ACN	Accenture plc	−416	7,121	$886,137
PG	PROCTER & GAMBLE Co	−411	4,734	$694,193
IBM	International Business Machines Corp	−359	1,061	$298,363
NOC	Northrop Grumman Corp /De/	−330	4,581	$2,333,149
AXP	American Express Co	−320	842	$284,806
WMT	Walmart Inc.	−303	6,517	$738,115
BRK-B	Berkshire Hathaway Inc	−301	4,269	$2,136,164
ABBV	AbbVie Inc.	−263	1,688	$424,768
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	1,083	$1,250,096
AMD	Advanced Micro Devices Inc	1,437	$834,767
AMAT	Applied Materials Inc /De	1,120	$809,760
MRVL	Marvell Technology, Inc.	2,098	$624,973
INTC	Intel Corp	3,058	$426,988
SNDK	Sandisk Corp	162	$368,344
STX	Seagate Technology Holdings plc	330	$318,450
CW	Curtiss Wright Corp	410	$310,681
MS	Morgan Stanley	1,453	$303,735
CASY	Caseys General Stores Inc	324	$257,511
UNH	Unitedhealth Group Inc	610	$253,534
SPG	Simon Property Group Inc.	1,089	$243,554
BA	Boeing Co	1,098	$237,684
CSCO	Cisco Systems, Inc.	1,997	$234,567
C	Citigroup Inc	1,668	$233,453
WDC	Western Digital Corp	334	$213,332
CMI	Cummins Inc	285	$203,264
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	7,245	$1,229,186
ATO	Atmos Energy Corp	1,417	$261,748
LOW	Lowes Companies Inc	1,028	$242,895
T	At&T Inc.	7,602	$220,381
RTX	RTX Corp	1,138	$219,520
DHR	Danaher Corp /De/	1,153	$218,608
VB	Vanguard Morningstar Small-Cap ETF	97	$25,406
BNDW	Vanguard Total World Bond ETF	160	$10,936
FNDA	Schwab Fundamental U.S. Small Company ETF	47	$1,524
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

86 tracked positions · $237,428,696 total · filing declares 143 positions · $311,942,963 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 86 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	142,280	+2,117	$41,170,140	+15.7%	17.34%
LLY	ELI LILLY & Co Healthcare	Reduced	21,737	-41	$26,072,012	+30.2%	10.98%
MSFT	Microsoft Corp Technology	Reduced	61,390	-2,459	$22,899,697	−3.1%	9.64%
V	Visa Inc. Financial Services	Reduced	42,656	-1,093	$14,634,847	+10.7%	6.16%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	11,594	+65	$10,845,839	−5.6%	4.57%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	27,624	-1,503	$9,742,432	+1.7%	4.10%
MCK	Mckesson Corp Healthcare	Reduced	11,332	-1,871	$8,562,459	−25.1%	3.61%
NVDA	Nvidia Corp Technology	Added	42,264	+3,367	$8,456,603	+24.7%	3.56%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	51,379	+1,568	$7,783,918	−2.1%	3.28%
GOOGL	Alphabet Inc. Communication Services	Added	21,455	+856	$7,632,726	+29.0%	3.21%
AMZN	Amazon Com Inc Consumer Cyclical	Added	31,122	+2,131	$7,417,617	+22.8%	3.12%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	22,114	-138	$7,238,575	+10.6%	3.05%
SPY	Spdr S&P 500 ETF Trust	Added	9,566	+2,421	$7,143,601	+53.7%	3.01%
MA	Mastercard Inc Financial Services	Reduced	13,080	-105	$6,717,888	+2.0%	2.83%
AVGO	Broadcom Inc. Technology	Added	6,912	+812	$2,611,008	+38.3%	1.10%
GLW	Corning Inc /Ny Technology	Added	9,784	+1,519	$2,499,127	+122.4%	1.05%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	4,581	-330	$2,333,149	−30.4%	0.98%
JNJ	Johnson & Johnson Healthcare	Reduced	8,948	-1,054	$2,272,523	−7.1%	0.96%
ADP	Automatic Data Processing Inc Technology	Reduced	9,869	-481	$2,210,162	+5.1%	0.93%
COR	Cencora, Inc. Healthcare	Reduced	7,789	-4,033	$2,204,131	−40.6%	0.93%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,269	-301	$2,136,164	−2.5%	0.90%
ROST	Ross Stores, Inc. Consumer Cyclical	Added	8,639	+1,046	$1,838,811	+11.8%	0.77%
KMB	Kimberly Clark Corp Consumer Defensive	Added	15,995	+8	$1,755,771	+13.8%	0.74%
CAT	Caterpillar Inc Industrials	Added	1,394	+334	$1,484,470	+97.7%	0.63%
MU	Micron Technology Inc Technology	NEW	1,083	NEW	$1,250,096	NEW	0.53%
PLTR	Palantir Technologies Inc. Technology	Reduced	9,704	-1,350	$1,132,165	−30.0%	0.48%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	4,052	-81	$1,095,296	−14.7%	0.46%
GEV	GE Vernova Inc. Industrials	Added	878	+260	$1,031,527	+91.2%	0.43%
ABT	Abbott Laboratories Healthcare	Reduced	10,397	-2,730	$943,423	−30.0%	0.40%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Added	2,484	+48	$920,545	+15.5%	0.39%
KO	Coca Cola Co Consumer Defensive	Added	11,021	+570	$895,676	+12.7%	0.38%
ACN	Accenture plc Technology	Reduced	7,121	-416	$886,137	−40.7%	0.37%
GE	General Electric Co Industrials	Reduced	2,313	-660	$864,437	+2.5%	0.36%
SYK	Stryker Corp Healthcare	Reduced	2,692	-1,752	$847,549	−42.0%	0.36%
AMD	Advanced Micro Devices Inc Technology	NEW	1,437	NEW	$834,767	NEW	0.35%
AMAT	Applied Materials Inc /De Technology	NEW	1,120	NEW	$809,760	NEW	0.34%
META	Meta Platforms, Inc. Communication Services	Added	1,384	+138	$779,593	+9.4%	0.33%
GS	Goldman Sachs Group Inc Financial Services	Reduced	770	-30	$778,754	+15.1%	0.33%
WMT	Walmart Inc. Consumer Defensive	Reduced	6,517	-303	$738,115	−12.9%	0.31%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	4,734	-411	$694,193	−6.6%	0.29%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,542	+281	$648,565	+38.4%	0.27%
MRVL	Marvell Technology, Inc. Technology	NEW	2,098	NEW	$624,973	NEW	0.26%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	2,092	-771	$607,914	−38.5%	0.26%
COF	Capital One Financial Corp Financial Services	Added	2,829	+40	$567,553	+11.5%	0.24%
ROL	Rollins Inc Consumer Cyclical	Reduced	11,149	-3,550	$465,359	−40.7%	0.20%
TXN	Texas Instruments Inc Technology	Added	1,550	+272	$462,008	+86.2%	0.19%
FHN	First Horizon Corp Financial Services	Held	17,189	0	$440,725	+12.7%	0.19%
INTC	Intel Corp Technology	NEW	3,058	NEW	$426,988	NEW	0.18%
ABBV	AbbVie Inc. Healthcare	Reduced	1,688	-263	$424,768	+0.1%	0.18%
ETN	Eaton Corp plc Industrials	Reduced	988	-15	$421,006	+17.4%	0.18%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.