Peachtree Investment Partners, LLC

CIK

1743863

Location

INDIAN RIVER SHORES,, FL

Portfolio Value

Small $311,942,262

Diversification

Diversified

Filing Date

Global Rank

#5,120 / 8,799 ▼ 229 · as of Jun 2026

Top Industry

Consumer Electronics 17.7%

Period ended 4 months ago

Filed Aug 6, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

13.2%

−0.6 pts

Top 5

44.2%

−1.0 pts

Top 10

64.7%

−1.3 pts

HHI

558

Diversified−17

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	28.2%	$88,079,669	20
Unclassified	25.4%	$79,321,034	11
Healthcare	13.5%	$42,097,577	10
Financial Services	12.0%	$37,333,405	16
Consumer Cyclical	9.9%	$30,778,089	11
Consumer Defensive	5.0%	$15,657,224	7
Industrials	2.9%	$8,905,502	14
Communication Services	2.8%	$8,625,535	3
Utilities	0.2%	$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
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+39,784	57,162	$21,684,188
EDV	Vanguard World Funds Extended Duration ETF	+18,453	22,532	$2,707,474
VB	Vanguard Morningstar Small-Cap ETF	+11,254	39,044	$25,935,056
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
IVZ	Invesco Ltd.	+1,517	13,294	$2,590,683
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
—		+751	819	$233,227
BNDW	Vanguard Total World Bond ETF	+643	4,798	$418,122
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
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	−105,071	639,838	$20,246,405
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
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

6 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
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

96 tracked positions · $311,942,262 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 96 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%	13.20%
LLY	ELI LILLY & Co Healthcare	Reduced	21,737	-41	$26,072,012	+30.2%	8.36%
VB	Vanguard Morningstar Small-Cap ETF	Added	39,044	+11,254	$25,935,056	+62.2%	8.31%
MSFT	Microsoft Corp Technology	Reduced	61,390	-2,459	$22,899,697	−3.1%	7.34%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	57,162	+39,784	$21,684,188	—	6.95%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	639,838	-105,071	$20,246,405	−3.4%	6.49%
V	Visa Inc. Financial Services	Reduced	42,656	-1,093	$14,634,847	+10.7%	4.69%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	11,594	+65	$10,845,839	−5.6%	3.48%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	27,624	-1,503	$9,742,432	+1.7%	3.12%
MCK	Mckesson Corp Healthcare	Reduced	11,332	-1,871	$8,562,459	−25.1%	2.74%
NVDA	Nvidia Corp Technology	Added	42,264	+3,367	$8,456,603	+24.7%	2.71%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	51,379	+1,568	$7,783,918	−2.1%	2.50%
GOOGL	Alphabet Inc. Communication Services	Added	21,455	+856	$7,632,726	+29.0%	2.45%
AMZN	Amazon Com Inc Consumer Cyclical	Added	31,122	+2,131	$7,417,617	+22.8%	2.38%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	22,114	-138	$7,238,575	+10.6%	2.32%
SPY	Spdr S&P 500 ETF Trust	Added	9,566	+2,421	$7,143,601	+53.7%	2.29%
MA	Mastercard Inc Financial Services	Reduced	13,080	-105	$6,717,888	+2.0%	2.15%
EDV	Vanguard World Funds Extended Duration ETF	Added	22,532	+18,453	$2,707,474	+557.5%	0.87%
AVGO	Broadcom Inc. Technology	Added	6,912	+812	$2,611,008	+38.3%	0.84%
IVZ	Invesco Ltd. Financial Services	Added	13,294	+1,517	$2,590,683	+68.2%	0.83%
GLW	Corning Inc /Ny Technology	Added	9,784	+1,519	$2,499,127	+122.4%	0.80%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	4,581	-330	$2,333,149	−30.4%	0.75%
JNJ	Johnson & Johnson Healthcare	Reduced	8,948	-1,054	$2,272,523	−7.1%	0.73%
ADP	Automatic Data Processing Inc Technology	Reduced	9,869	-481	$2,210,162	+5.1%	0.71%
COR	Cencora, Inc. Healthcare	Reduced	7,789	-4,033	$2,204,131	−40.6%	0.71%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,269	-301	$2,136,164	−2.5%	0.68%
ROST	Ross Stores, Inc. Consumer Cyclical	Added	8,639	+1,046	$1,838,811	+11.8%	0.59%
KMB	Kimberly Clark Corp Consumer Defensive	Added	15,995	+8	$1,755,771	+13.8%	0.56%
CAT	Caterpillar Inc Industrials	Added	1,394	+334	$1,484,470	+97.7%	0.48%
MU	Micron Technology Inc Technology	NEW	1,083	NEW	$1,250,096	NEW	0.40%
PLTR	Palantir Technologies Inc. Technology	Reduced	9,704	-1,350	$1,132,165	−30.0%	0.36%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	4,052	-81	$1,095,296	−14.7%	0.35%
GEV	GE Vernova Inc. Industrials	Added	878	+260	$1,031,527	+91.2%	0.33%
ABT	Abbott Laboratories Healthcare	Reduced	10,397	-2,730	$943,423	−30.0%	0.30%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Added	2,484	+48	$920,545	+15.5%	0.30%
KO	Coca Cola Co Consumer Defensive	Added	11,021	+570	$895,676	+12.7%	0.29%
ACN	Accenture plc Technology	Reduced	7,121	-416	$886,137	−40.7%	0.28%
GE	General Electric Co Industrials	Reduced	2,313	-660	$864,437	+2.5%	0.28%
SYK	Stryker Corp Healthcare	Reduced	2,692	-1,752	$847,549	−42.0%	0.27%
AMD	Advanced Micro Devices Inc Technology	NEW	1,437	NEW	$834,767	NEW	0.27%
AMAT	Applied Materials Inc /De Technology	NEW	1,120	NEW	$809,760	NEW	0.26%
META	Meta Platforms, Inc. Communication Services	Added	1,384	+138	$779,593	+9.4%	0.25%
GS	Goldman Sachs Group Inc Financial Services	Reduced	770	-30	$778,754	+15.1%	0.25%
WMT	Walmart Inc. Consumer Defensive	Reduced	6,517	-303	$738,115	−12.9%	0.24%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	4,734	-411	$694,193	−6.6%	0.22%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,542	+281	$648,565	+38.4%	0.21%
MRVL	Marvell Technology, Inc. Technology	NEW	2,098	NEW	$624,973	NEW	0.20%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	2,092	-771	$607,914	−38.5%	0.19%
COF	Capital One Financial Corp Financial Services	Added	2,829	+40	$567,553	+11.5%	0.18%
ROL	Rollins Inc Consumer Cyclical	Reduced	11,149	-3,550	$465,359	−40.7%	0.15%

Showing the top 50 of 96 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.