Institutional
Peachtree Investment Partners, LLC
CIK 0001743863
$262.4M
Reported AUM
129
Positions
Q1 2026
Period
2026-05-08
Filed
The Brief · Peachtree Investment Partners, LLC · Q1 2026
AI · grounded in 13F
Peachtree Investment Partners, LLC significantly increased its position in SCHD by 1,893.35%. The fund established a new position in KMB valued at $1.54M and grew its holdings in GLW by 110.90%. Conversely, the fund trimmed several positions, most notably reducing its shares of SCHX by 60.47% and SCHG by 38.28%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $307.34 | -1.25% | 51.31% | 116.17% | $35.6M | 13.56% | −3,368 | −2.3% |
| 2 | MSFT | MICROSOFT CORP | $416.67 | -2.66% | -10.71% | 52.39% | $23.6M | 9.01% | −5,349 | −7.7% |
| 3 | LLY | ELI LILLY & CO | $1131.42 | 0.55% | 48.00% | 387.10% | $20.0M | 7.63% | −909 | −4.0% |
| 4 | VOO | VANGUARD INDEX FDS | $678.00 | -2.59% | 24.60% | 80.00% | $15.5M | 5.91% | −4,247 | −14.1% |
| 5 | V | VISA INC | $323.57 | 1.06% | -11.91% | 36.33% | $13.2M | 5.04% | −3,274 | −7.0% |
| 6 | COST | COSTCO WHOLESALE CORPORATION | $971.87 | -0.05% | -3.70% | 138.72% | $11.5M | 4.38% | −606 | −5.0% |
| 7 | MCK | MCKESSON CORP | $775.66 | 2.47% | 9.36% | 290.98% | $11.4M | 4.35% | −419 | −3.1% |
| 8 | HD | HOME DEPOT INC | $310.78 | 0.27% | -12.61% | 7.24% | $9.6M | 3.65% | −1,261 | −4.1% |
| 9 | SCHG | SCHWAB STRATEGIC TR | $33.75 | -2.99% | 20.65% | 83.05% | $8.4M | 3.21% | −179,141 | −38.3% |
| 10 | TJX | TJX COS INC NEW | $160.71 | 1.31% | 26.64% | 151.20% | $8.0M | 3.03% | −594 | −1.2% |
| 11 | NVDA | NVIDIA CORPORATION | $205.10 | -6.20% | 44.92% | 955.49% | $6.8M | 2.59% | +64 | +0.2% |
| 12 | MA | MASTERCARD INCORPORATED | $491.08 | 1.93% | -16.29% | 31.00% | $6.6M | 2.51% | −1,056 | −7.4% |
| 13 | JPM | JPMORGAN CHASE & CO | $312.37 | 0.48% | 19.84% | 133.52% | $6.5M | 2.49% | −734 | −3.2% |
| 14 | AMZN | AMAZON COM INC | $246.03 | -3.06% | 15.20% | 47.87% | $6.0M | 2.30% | −2,834 | −8.9% |
| 15 | SCHD | SCHWAB STRATEGIC TR | $32.30 | -0.89% | 26.40% | 50.98% | $5.4M | 2.04% | +166,104 | +1893.4% |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $737.55 | -2.58% | 24.51% | 79.50% | $4.6M | 1.77% | −104 | −1.4% |
| 17 | SCHX | SCHWAB STRATEGIC TR | $29.05 | -2.65% | 23.85% | 74.97% | $3.8M | 1.46% | −229,014 | −60.5% |
| 18 | COR | CENCORA INC | $275.04 | 1.75% | -4.09% | 142.19% | $3.7M | 1.42% | −290 | −2.4% |
| 19 | GOOGL | ALPHABET INC | $368.53 | -0.98% | 112.92% | 175.80% | $3.4M | 1.30% | −581 | −4.7% |
| 20 | NOC | NORTHROP GRUMMAN CORP | $544.40 | -0.14% | 13.52% | 62.60% | $3.4M | 1.28% | +307 | +6.7% |
| 21 | SCHB | SCHWAB STRATEGIC TR | $28.45 | -2.70% | 24.50% | 71.73% | $2.9M | 1.11% | +39,696 | +52.3% |
| 22 | GOOG | ALPHABET INC | $365.76 | -0.95% | 109.82% | 172.71% | $2.5M | 0.95% | −419 | −4.6% |
| 23 | JNJ | JOHNSON & JOHNSON | $232.77 | 2.02% | 53.90% | 55.59% | $2.4M | 0.93% | +846 | +9.2% |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $2.2M | 0.83% | −259 | −5.4% |
| 25 | ADP | AUTOMATIC DATA PROCESSING IN | $231.95 | 0.28% | -27.24% | 22.55% | $2.1M | 0.80% | −893 | −7.9% |
| 26 | AVGO | BROADCOM INC | $385.73 | -7.92% | 57.48% | 771.51% | $1.9M | 0.72% | −1,484 | −19.6% |
| 27 | VGT | VANGUARD WORLD FD | $115.28 | -6.14% | 47.86% | 130.97% | $1.8M | 0.67% | −180 | −6.6% |
| 28 | ROST | ROSS STORES INC | $230.37 | -1.15% | 61.80% | 98.03% | $1.6M | 0.63% | +475 | +6.7% |
| 29 | PLTR | PALANTIR TECHNOLOGIES INC | $135.53 | -4.35% | 6.11% | 524.27% | $1.6M | 0.62% | −9,063 | −45.1% |
| 30 | KMB | KIMBERLY-CLARK CORP | $99.04 | 4.84% | -21.48% | -11.64% | $1.5M | 0.59% | +15,987 | NEW |
| 31 | ACN | ACCENTURE PLC IRELAND | $178.25 | -0.34% | — | — | $1.5M | 0.57% | −230 | −3.0% |
| 32 | SYK | STRYKER CORPORATION | $305.66 | 1.48% | — | — | $1.5M | 0.56% | +56 | +1.3% |
| 33 | ABT | ABBOTT LABORATORIES | $91.07 | 0.32% | — | — | $1.3M | 0.51% | −390 | −2.9% |
| 34 | MCD | MCDONALDS CORP | $279.84 | 2.61% | — | — | $1.3M | 0.49% | +49 | +1.2% |
| 35 | XOM | EXXON MOBIL CORP | $149.92 | -1.39% | — | — | $1.2M | 0.47% | +3,413 | +89.1% |
| 36 | SPMO | INVESCO EXCH TRADED FD TR II | $144.28 | -5.59% | — | — | $1.1M | 0.43% | +442 | +4.6% |
| 37 | GLW | CORNING INC | $177.58 | -10.18% | — | — | $1.1M | 0.43% | +4,346 | +110.9% |
| 38 | LHX | L3HARRIS TECHNOLOGIES INC | $307.83 | -0.63% | — | — | $988K | 0.38% | +846 | +41.9% |
| 39 | IVV | ISHARES TR | $740.91 | -2.62% | — | — | $974K | 0.37% | +354 | +31.1% |
| 40 | WMT | WALMART INC | $118.88 | 0.97% | — | — | $848K | 0.32% | +814 | +13.6% |
| 41 | GE | GE AEROSPACE | $328.00 | 0.11% | — | — | $844K | 0.32% | −288 | −8.8% |
| 42 | MAR | MARRIOTT INTL INC NEW | $392.51 | 1.87% | — | — | $797K | 0.30% | +38 | +1.6% |
| 43 | KO | COCA COLA CO | $79.48 | 3.46% | — | — | $795K | 0.30% | +801 | +8.3% |
| 44 | ROL | ROLLINS INC | $47.10 | 1.29% | — | — | $785K | 0.30% | −5,219 | −26.2% |
| 45 | CAT | CATERPILLAR INC | $904.28 | -3.85% | — | — | $751K | 0.29% | +24 | +2.3% |
| 46 | PG | PROCTER & GAMBLE CO | $146.54 | 4.09% | — | — | $743K | 0.28% | −458 | −8.2% |
| 47 | META | META PLATFORMS INC | $593.00 | -5.51% | — | — | $713K | 0.27% | −729 | −36.9% |
| 48 | GS | GOLDMAN SACHS GROUP INC | $1038.68 | -4.94% | — | — | $677K | 0.26% | −388 | −32.7% |
| 49 | IWF | ISHARES TR | $122.69 | -3.26% | — | — | $661K | 0.25% | −24 | −1.5% |
| 50 | IJH | ISHARES TR | $73.95 | -2.00% | — | — | $595K | 0.23% | −124 | −1.4% |
| 51 | LMT | LOCKHEED MARTIN CORP | $523.76 | 0.91% | — | — | $551K | 0.21% | +247 | +37.2% |
| 52 | GEV | GE VERNOVA INC | $933.61 | -3.09% | — | — | $540K | 0.21% | +202 | +48.6% |
| 53 | COF | CAPITAL ONE FINL CORP | $180.67 | -1.38% | — | — | $509K | 0.19% | −609 | −17.9% |
| 54 | NKE | NIKE INC | $42.98 | -1.47% | — | — | $491K | 0.19% | −68 | −0.7% |
| 55 | TSLA | TESLA INC | $391.00 | -6.56% | — | — | $469K | 0.18% | −10 | −0.8% |
| 56 | CVX | CHEVRON CORPORATION | $187.31 | -0.55% | — | — | $451K | 0.17% | +2,179 | NEW |
| 57 | PEP | PEPSICO INC | $141.92 | -0.16% | — | — | $429K | 0.16% | −10 | −0.4% |
| 58 | ABBV | ABBVIE INC | $227.23 | 1.02% | — | — | $424K | 0.16% | −175 | −8.2% |
| 59 | QQQM | INVESCO EXCH TRADED FD TR II | $290.35 | -4.78% | — | — | $416K | 0.16% | — | HELD |
| 60 | HON | HONEYWELL INTL INC | $213.97 | -1.69% | — | — | $407K | 0.16% | +265 | +17.3% |
| 61 | FHN | FIRST HORIZON CORPORATION | $24.16 | -0.37% | — | — | $391K | 0.15% | — | HELD |
| 62 | DUK | DUKE ENERGY CORP NEW | $124.22 | 1.97% | — | — | $380K | 0.14% | +112 | +4.0% |
| 63 | GLD | SPDR GOLD TR | $396.24 | -3.65% | — | — | $376K | 0.14% | +107 | +14.0% |
| 64 | ETN | EATON CORP PLC | $395.94 | -5.42% | — | — | $359K | 0.14% | +30 | +3.1% |
| 65 | AXP | AMERICAN EXPRESS CO | $310.66 | -0.60% | — | — | $352K | 0.13% | −335 | −22.4% |
| 66 | IBM | INTERNATIONAL BUSINESS MACHS | $284.84 | -5.61% | — | — | $344K | 0.13% | −1,107 | −43.8% |
| 67 | CB | CHUBB LTD SWITZ | $326.27 | 3.74% | — | — | $332K | 0.13% | +345 | +51.3% |
| 68 | SSB | SOUTHSTATE BK CORP | $95.32 | 0.44% | — | — | $331K | 0.13% | — | HELD |
| 69 | MO | ALTRIA GROUP INC | $72.19 | 2.25% | — | — | $301K | 0.11% | +45 | +1.0% |
| 70 | MGK | VANGUARD WORLD FD | $87.47 | -3.73% | — | — | $299K | 0.11% | — | HELD |
| 71 | ED | CONSOLIDATED EDISON INC | $106.26 | 2.09% | — | — | $299K | 0.11% | +10 | +0.4% |
| 72 | IYY | ISHARES TR | $179.46 | -2.66% | — | — | $295K | 0.11% | −543 | −22.6% |
| 73 | VTI | VANGUARD INDEX FDS | $363.38 | -2.68% | — | — | $289K | 0.11% | −16 | −1.7% |
| 74 | NSC | NORFOLK SOUTHN CORP | $313.45 | 2.04% | — | — | $286K | 0.11% | −12 | −1.2% |
| 75 | VTC | VANGUARD SCOTTSDALE FDS | $76.26 | -0.54% | — | — | $279K | 0.11% | — | HELD |
| 76 | TFC | TRUIST FINL CORP | $49.20 | 0.04% | — | — | $278K | 0.11% | +60 | +1.0% |
| 77 | YUM | YUM BRANDS INC | $150.87 | 1.88% | — | — | $273K | 0.10% | +5 | +0.3% |
| 78 | CTAS | CINTAS CORP | $179.85 | -0.06% | — | — | $264K | 0.10% | −139 | −8.2% |
| 79 | ATO | ATMOS ENERGY CORP | $170.24 | 1.36% | — | — | $262K | 0.10% | +203 | +16.7% |
| 80 | HWM | HOWMET AEROSPACE INC | $251.90 | 1.03% | — | — | $259K | 0.10% | +1,123 | NEW |
| 81 | TXN | TEXAS INSTRS INC | $285.06 | -6.65% | — | — | $248K | 0.09% | +27 | +2.2% |
| 82 | VYM | VANGUARD WHITEHALL FDS | $158.24 | -1.35% | — | — | $245K | 0.09% | +6 | +0.4% |
| 83 | LOW | LOWES COS INC | $210.74 | 1.55% | — | — | $243K | 0.09% | +3 | +0.3% |
| 84 | CMCSA | COMCAST CORP NEW | $23.82 | 2.10% | — | — | $239K | 0.09% | +195 | +2.4% |
| 85 | MRK | MERCK & CO INC | $120.79 | 0.44% | — | — | $238K | 0.09% | −8 | −0.4% |
| 86 | TRV | TRAVELERS COMPANIES INC | $303.25 | 3.35% | — | — | $236K | 0.09% | +26 | +3.3% |
| 87 | T | AT&T INC | $22.75 | -0.09% | — | — | $220K | 0.08% | +7,602 | NEW |
| 88 | RTX | RTX CORPORATION | $180.99 | 0.88% | — | — | $220K | 0.08% | +1,138 | NEW |
| 89 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $415.17 | -6.69% | — | — | $219K | 0.08% | +649 | NEW |
| 90 | DHR | DANAHER CORP DEL | $184.30 | -1.25% | — | — | $219K | 0.08% | +20 | +1.8% |
| 91 | BND | VANGUARD BD INDEX FDS | $72.83 | -0.45% | — | — | $215K | 0.08% | — | HELD |
| 92 | AMGN | AMGEN INC | $349.58 | 1.15% | — | — | $208K | 0.08% | −40 | −6.3% |
| 93 | WMT2 | WELLS FARGO & CO | — | — | — | — | $204K | 0.08% | — | HELD |
| 94 | SCHK | SCHWAB STRATEGIC TR | $35.52 | -2.68% | — | — | $164K | 0.06% | +14 | +0.3% |
| 95 | IJK | ISHARES TR | $112.46 | -2.69% | — | — | $151K | 0.06% | +1 | +0.1% |
| 96 | IYW | ISHARES TR | $241.25 | -5.92% | — | — | $146K | 0.06% | −603 | −42.9% |
| 97 | IWO | ISHARES TR | $366.27 | -4.34% | — | — | $134K | 0.05% | −51 | −10.6% |
| 98 | SCHF | SCHWAB STRATEGIC TR | $26.81 | -3.77% | — | — | $131K | 0.05% | −1,383 | −20.8% |
| 99 | VDE | VANGUARD WORLD FD | $162.36 | -2.11% | — | — | $113K | 0.04% | +656 | NEW |
| 100 | SCHV | SCHWAB STRATEGIC TR | $33.52 | -1.93% | — | — | $88K | 0.03% | +2,502 | +628.6% |
| 101 | IJT | ISHARES TR | — | — | — | — | $75K | 0.03% | — | HELD |
| 102 | VOE | VANGUARD INDEX FDS | — | — | — | — | $68K | 0.03% | +1 | +0.3% |
| 103 | IUSG | ISHARES TR | — | — | — | — | $47K | 0.02% | — | HELD |
| 104 | VBR | VANGUARD INDEX FDS | — | — | — | — | $45K | 0.02% | −114 | −35.6% |
| 105 | IWM | ISHARES TR | — | — | — | — | $42K | 0.02% | +1 | +0.6% |
| 106 | IWD | ISHARES TR | — | — | — | — | $41K | 0.02% | +1 | +0.5% |
| 107 | VONG | VANGUARD SCOTTSDALE FDS | — | — | — | — | $40K | 0.02% | — | HELD |
| 108 | VTV | VANGUARD INDEX FDS | — | — | — | — | $38K | 0.01% | +2 | +1.0% |
| 109 | IWS | ISHARES TR | — | — | — | — | $28K | 0.01% | — | HELD |
| 110 | VUG | VANGUARD INDEX FDS | — | — | — | — | $22K | 0.01% | — | HELD |
| 111 | SCHR | SCHWAB STRATEGIC TR | — | — | — | — | $17K | 0.01% | — | HELD |
| 112 | TLT | ISHARES TR | — | — | — | — | $17K | 0.01% | — | HELD |
| 113 | IWB | ISHARES TR | — | — | — | — | $15K | 0.01% | −62 | −59.0% |
| 114 | SCHZ | SCHWAB STRATEGIC TR | — | — | — | — | $15K | 0.01% | — | HELD |
| 115 | IWN | ISHARES TR | — | — | — | — | $13K | 0.00% | — | HELD |
| 116 | IVE | ISHARES TR | — | — | — | — | $12K | 0.00% | — | HELD |
| 117 | VB | VANGUARD INDEX FDS | — | — | — | — | $12K | 0.00% | +2 | +2.1% |
| 118 | BSV | VANGUARD BD INDEX FDS | — | — | — | — | $12K | 0.00% | +5 | +3.4% |
| 119 | VHT | VANGUARD WORLD FD | — | — | — | — | $11K | 0.00% | — | HELD |
| 120 | BNDW | VANGUARD SCOTTSDALE FDS | — | — | — | — | $11K | 0.00% | +5 | +3.2% |
| 121 | SCHM | SCHWAB STRATEGIC TR | — | — | — | — | $11K | 0.00% | +125 | +56.8% |
| 122 | SCYB | SCHWAB STRATEGIC TR | — | — | — | — | $9K | 0.00% | +4 | +1.2% |
| 123 | IJR | ISHARES TR | — | — | — | — | $8K | 0.00% | — | HELD |
| 124 | VPU | VANGUARD WORLD FD | — | — | — | — | $6K | 0.00% | — | HELD |
| 125 | VYMI | VANGUARD WHITEHALL FDS | — | — | — | — | $5K | 0.00% | +50 | NEW |
| 126 | SCHA | SCHWAB STRATEGIC TR | — | — | — | — | $4K | 0.00% | +150 | NEW |
| 127 | FNDX | SCHWAB STRATEGIC TR | — | — | — | — | $2K | 0.00% | — | HELD |
| 128 | FNDE | SCHWAB STRATEGIC TR | — | — | — | — | $2K | 0.00% | — | HELD |
| 129 | FNDA | SCHWAB STRATEGIC TR | — | — | — | — | $2K | 0.00% | — | HELD |
| 130 | MNST | MONSTER BEVERAGE CORP NEW | — | — | — | — | — | — | −14,078 | EXITED |
| 131 | C | CITIGROUP INC | — | — | — | — | — | — | −3,681 | EXITED |
| 132 | IWY | ISHARES TR | — | — | — | — | — | — | −950 | EXITED |
| 133 | RSG | REPUBLIC SVCS INC | — | — | — | — | — | — | −1,042 | EXITED |
| 134 | WM | WASTE MGMT INC DEL | — | — | — | — | — | — | −932 | EXITED |
| 135 | TMO | THERMO FISHER SCIENTIFIC INC | — | — | — | — | — | — | −352 | EXITED |
| 136 | VFH | VANGUARD WORLD FD | — | — | — | — | — | — | −45 | EXITED |
Source: SEC EDGAR · accession 0001398344-26-008727. 13F discloses long positions only — shorts, foreign equities, and options are excluded.