Peachtree Investment Partners, LLC
CIK
1743863
Location
INDIAN RIVER SHORES,, FL
Portfolio Value
Small
$215,165,717
Diversification
Diversified
Filing Date
Global Rank
#4,038
/ 8,608
▼ 100
· as of Mar 2026
Top Industry
Consumer Electronics
16.9%
3Y Alpha vs SPY
-4.8%
Period ended 3 months ago
Filed May 8, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+53.5%
SPY
+73.9%
Annualised alpha
-4.9%
Max drawdown
−16.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
75 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
16.5%
+0.4 pts
Top 5
48.3%
−3.1 pts
Top 10
68.0%
−1.6 pts
HHI
668
Diversified−58
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 34.9% | $75,028,425 |
| Healthcare | 19.3% | $41,512,271 |
| Financial Services | 14.8% | $31,855,066 |
| Consumer Cyclical | 13.7% | $29,559,864 |
| Consumer Defensive | 7.5% | $16,145,616 |
| Industrials | 4.1% | $8,836,734 |
| Unclassified | 2.3% | $5,022,322 |
| Communication Services | 2.1% | $4,585,600 |
| Energy | 0.8% | $1,680,021 |
| Utilities | 0.4% | $939,798 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLW | Corning Inc /Ny | +4,346 | 8,265 | $1,123,792 | |
| XOM | ExxonMobil Holdings Corp | +3,413 | 7,245 | $1,229,186 | |
| JNJ | Johnson & Johnson | +846 | 10,002 | $2,444,888 | |
| LHX | L3harris Technologies, Inc. /De/ | +846 | 2,863 | $988,164 | |
| WMT | Walmart Inc. | +814 | 6,820 | $847,589 | |
| KO | Coca Cola Co | +801 | 10,451 | $794,798 | |
| ROST | Ross Stores, Inc. | +475 | 7,593 | $1,644,871 | |
| CB | Chubb Ltd | +345 | 1,017 | $331,470 | |
| NOC | Northrop Grumman Corp /De/ | +307 | 4,911 | $3,350,480 | |
| HON | Honeywell International Inc | +265 | 1,801 | $426,932 | |
| LMT | Lockheed Martin Corp | +247 | 911 | $550,599 | |
| ATO | Atmos Energy Corp | +203 | 1,417 | $261,748 | |
| GEV | GE Vernova Inc. | +202 | 618 | $539,452 | |
| CMCSA | Comcast Corp | +195 | 8,335 | $239,297 | |
| DUK | Duke Energy CORP | +112 | 2,899 | $379,595 | |
| GLD | Spdr Gold Trust | +107 | 873 | $375,643 | |
| NVDA | Nvidia Corp | +64 | 38,897 | $6,783,636 | |
| TFC | Truist Financial Corp | +60 | 6,049 | $278,072 | |
| SYK | Stryker Corp | +56 | 4,444 | $1,460,253 | |
| MCD | Mcdonalds Corp | +49 | 4,133 | $1,284,495 | |
| MO | Altria Group, Inc. | +45 | 4,560 | $300,914 | |
| MAR | Marriott International Inc /Md/ | +38 | 2,436 | $796,742 | |
| ETN | Eaton Corp plc | +30 | 1,003 | $358,743 | |
| TXN | Texas Instruments Inc | +27 | 1,278 | $248,110 | |
| TRV | Travelers Companies, Inc. | +26 | 809 | $235,969 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PLTR | Palantir Technologies Inc. | −9,063 | 11,054 | $1,616,979 | |
| MSFT | Microsoft Corp | −5,349 | 63,849 | $23,634,984 | |
| ROL | Rollins Inc | −5,219 | 14,699 | $785,073 | |
| AAPL | Apple Inc. | −3,368 | 140,163 | $35,571,967 | |
| V | Visa Inc. | −3,274 | 43,749 | $13,222,697 | |
| AMZN | Amazon Com Inc | −2,834 | 28,991 | $6,037,955 | |
| AVGO | Broadcom Inc. | −1,484 | 6,100 | $1,888,011 | |
| HD | Home Depot, Inc. | −1,261 | 29,127 | $9,579,579 | |
| IBM | International Business Machines Corp | −1,107 | 1,420 | $344,193 | |
| MA | Mastercard Inc | −1,056 | 13,185 | $6,588,017 | |
| LLY | ELI LILLY & Co | −909 | 21,778 | $20,030,751 | |
| ADP | Automatic Data Processing Inc | −893 | 10,350 | $2,102,913 | |
| JPM | Jpmorgan Chase & Co | −734 | 22,252 | $6,545,648 | |
| META | Meta Platforms, Inc. | −729 | 1,246 | $712,873 | |
| COF | Capital One Financial Corp | −609 | 2,789 | $508,797 | |
| COST | Costco Wholesale Corp /New | −606 | 11,529 | $11,487,841 | |
| TJX | Tjx Companies Inc /De/ | −594 | 49,811 | $7,954,816 | |
| GOOGL | Alphabet Inc. | −581 | 11,869 | $3,413,049 | |
| PG | PROCTER & GAMBLE Co | −458 | 5,145 | $743,143 | |
| MCK | Mckesson Corp | −419 | 13,203 | $11,425,348 | |
| ABT | Abbott Laboratories | −390 | 13,127 | $1,347,749 | |
| GS | Goldman Sachs Group Inc | −388 | 800 | $676,792 | |
| AXP | American Express Co | −335 | 1,162 | $351,481 | |
| COR | Cencora, Inc. | −290 | 11,822 | $3,713,763 | |
| GE | General Electric Co | −288 | 2,973 | $843,648 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| KMB | Kimberly Clark Corp | 15,987 | $1,542,265 | |
| CVX | Chevron Corp | 2,179 | $450,835 | |
| HWM | Howmet Aerospace Inc. | 1,123 | $258,806 | |
| T | At&T Inc. | 7,602 | $220,381 | |
| RTX | RTX Corp | 1,138 | $219,520 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 649 | $219,329 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
5 positions
75 positions ·
$215,165,717 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 75 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 140,163 | $35,571,967 | 16.53% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 63,849 | $23,634,984 | 10.98% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 21,778 | $20,030,751 | 9.31% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 43,749 | $13,222,697 | 6.15% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 11,529 | $11,487,841 | 5.34% | |
| MCK |
Mckesson Corp
Healthcare
|
Reduced | 13,203 | $11,425,348 | 5.31% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 29,127 | $9,579,579 | 4.45% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 49,811 | $7,954,816 | 3.70% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 38,897 | $6,783,636 | 3.15% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 13,185 | $6,588,017 | 3.06% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 22,252 | $6,545,648 | 3.04% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 28,991 | $6,037,955 | 2.81% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 7,145 | $4,646,679 | 2.16% | |
| COR |
Cencora, Inc.
Healthcare
|
Reduced | 11,822 | $3,713,763 | 1.73% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 11,869 | $3,413,049 | 1.59% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Added | 4,911 | $3,350,480 | 1.56% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 10,002 | $2,444,888 | 1.14% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 4,570 | $2,189,944 | 1.02% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 10,350 | $2,102,913 | 0.98% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 6,100 | $1,888,011 | 0.88% | |
| ROST |
Ross Stores, Inc.
Consumer Cyclical
|
Added | 7,593 | $1,644,871 | 0.76% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 11,054 | $1,616,979 | 0.75% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
NEW | 15,987 | $1,542,265 | 0.72% | |
| ACN |
Accenture plc
Technology
|
Reduced | 7,537 | $1,494,511 | 0.69% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 4,444 | $1,460,253 | 0.68% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 13,127 | $1,347,749 | 0.63% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 4,133 | $1,284,495 | 0.60% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 7,245 | $1,229,186 | 0.57% | |
| GLW |
Corning Inc /Ny
Technology
|
Added | 8,265 | $1,123,792 | 0.52% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Added | 2,863 | $988,164 | 0.46% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 6,820 | $847,589 | 0.39% | |
| GE |
General Electric Co
Industrials
|
Reduced | 2,973 | $843,648 | 0.39% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Added | 2,436 | $796,742 | 0.37% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 10,451 | $794,798 | 0.37% | |
| ROL |
Rollins Inc
Consumer Cyclical
|
Reduced | 14,699 | $785,073 | 0.36% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 1,060 | $750,967 | 0.35% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 5,145 | $743,143 | 0.35% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,246 | $712,873 | 0.33% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 800 | $676,792 | 0.31% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 911 | $550,599 | 0.26% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 618 | $539,452 | 0.25% | |
| COF |
Capital One Financial Corp
Financial Services
|
Reduced | 2,789 | $508,797 | 0.24% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
Reduced | 9,299 | $491,173 | 0.23% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 1,261 | $468,776 | 0.22% | |
| CVX |
Chevron Corp
Energy
|
NEW | 2,179 | $450,835 | 0.21% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 2,763 | $429,066 | 0.20% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 1,801 | $426,932 | 0.20% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 1,951 | $424,322 | 0.20% | |
| FHN |
First Horizon Corp
Financial Services
|
Held | 17,189 | $391,221 | 0.18% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 2,899 | $379,595 | 0.18% |