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
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $338.19 | -0.56% | 67.77% | 128.17% | $35.6M | 13.56% | — | HELD |
| 2 | MSFT | MICROSOFT CORP | $390.54 | -0.71% | -24.89% | 34.54% | $23.6M | 9.01% | — | HELD |
| 3 | LLY | ELI LILLY & CO | $1210.02 | -0.87% | 61.25% | 393.83% | $20.0M | 7.63% | — | HELD |
| 4 | VOO | VANGUARD INDEX FDS | $670.63 | -1.52% | 18.74% | 73.44% | $15.5M | 5.91% | — | HELD |
| 5 | V | VISA INC | $368.73 | 0.58% | 9.62% | 67.02% | $13.2M | 5.04% | — | HELD |
| 6 | COST | COSTCO WHOLESALE CORPORATION | $974.03 | 0.77% | 2.82% | 125.57% | $11.5M | 4.38% | — | HELD |
| 7 | MCK | MCKESSON CORP | $888.56 | -0.11% | 28.83% | 350.21% | $11.4M | 4.35% | — | HELD |
| 8 | HD | HOME DEPOT INC | $338.27 | -1.80% | -7.06% | 17.45% | $9.6M | 3.65% | — | HELD |
| 9 | SCHG | SCHWAB STRATEGIC TR | $33.24 | -1.48% | 13.95% | 75.19% | $8.4M | 3.21% | — | HELD |
| 10 | TJX | TJX COS INC NEW | $161.63 | 0.52% | 29.50% | 137.54% | $8.0M | 3.03% | — | HELD |
| 11 | NVDA | NVIDIA CORPORATION | $190.01 | -3.55% | 13.56% | 782.99% | $6.8M | 2.59% | — | HELD |
| 12 | MA | MASTERCARD INCORPORATED | $563.32 | 0.10% | 1.24% | 67.59% | $6.6M | 2.51% | — | HELD |
| 13 | JPM | JPMORGAN CHASE & CO | $344.71 | -3.53% | 25.84% | 153.16% | $6.5M | 2.49% | — | HELD |
| 14 | AMZN | AMAZON COM INC | $226.65 | -1.82% | 7.50% | 33.03% | $6.0M | 2.30% | — | HELD |
| 15 | SCHD | SCHWAB STRATEGIC TR | $33.83 | -0.18% | 33.19% | 56.41% | $5.4M | 2.04% | — | HELD |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $729.46 | -1.54% | 20.48% | 75.54% | $4.6M | 1.77% | — | HELD |
| 17 | SCHX | SCHWAB STRATEGIC TR | $28.81 | -1.47% | 19.71% | 71.11% | $3.8M | 1.46% | — | HELD |
| 18 | COR | CENCORA INC | $318.61 | -0.30% | 11.67% | 180.29% | $3.7M | 1.42% | — | HELD |
| 19 | GOOGL | ALPHABET INC | $336.71 | 0.90% | 76.51% | 132.04% | $3.4M | 1.30% | — | HELD |
| 20 | NOC | NORTHROP GRUMMAN CORP | $535.05 | -2.58% | -5.46% | 60.28% | $3.4M | 1.28% | — | HELD |
| 21 | SCHB | SCHWAB STRATEGIC TR | $28.22 | -1.54% | 19.77% | 67.04% | $2.9M | 1.11% | — | HELD |
| 22 | GOOG | ALPHABET INC | $335.76 | 0.95% | 75.60% | 130.67% | $2.5M | 0.95% | — | HELD |
| 23 | JNJ | JOHNSON & JOHNSON | $265.53 | -0.45% | 64.28% | 77.25% | $2.4M | 0.93% | — | HELD |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $2.2M | 0.83% | — | HELD |
| 25 | ADP | AUTOMATIC DATA PROCESSING IN | $273.37 | 3.48% | -9.63% | 41.03% | $2.1M | 0.80% | — | HELD |
| 26 | AVGO | BROADCOM INC | $370.32 | -2.78% | 31.81% | 734.42% | $1.9M | 0.72% | — | HELD |
| 27 | VGT | VANGUARD WORLD FD | $108.20 | -2.41% | 28.92% | 109.69% | $1.8M | 0.67% | — | HELD |
| 28 | ROST | ROSS STORES INC | $251.96 | 0.37% | 84.88% | 124.04% | $1.6M | 0.63% | — | HELD |
| 29 | PLTR | PALANTIR TECHNOLOGIES INC | $123.00 | -0.43% | -19.93% | 368.98% | $1.6M | 0.62% | — | HELD |
| 30 | KMB | KIMBERLY-CLARK CORP | $113.21 | 0.11% | -9.20% | -0.63% | $1.5M | 0.59% | — | HELD |
| 31 | ACN | ACCENTURE PLC IRELAND | $173.17 | 5.17% | — | — | $1.5M | 0.57% | — | HELD |
| 32 | SYK | STRYKER CORPORATION | $352.25 | 1.63% | — | — | $1.5M | 0.56% | — | HELD |
| 33 | ABT | ABBOTT LABORATORIES | $108.00 | 0.68% | — | — | $1.3M | 0.51% | — | HELD |
| 34 | MCD | MCDONALDS CORP | $271.52 | -0.55% | — | — | $1.3M | 0.49% | — | HELD |
| 35 | XOM | EXXON MOBIL CORP | $156.75 | 2.42% | — | — | $1.2M | 0.47% | — | HELD |
| 36 | SPMO | INVESCO EXCH TRADED FD TR II | $136.37 | -3.25% | — | — | $1.1M | 0.43% | — | HELD |
| 37 | GLW | CORNING INC | $124.05 | -1.56% | — | — | $1.1M | 0.43% | — | HELD |
| 38 | LHX | L3HARRIS TECHNOLOGIES INC | $297.53 | -2.51% | — | — | $988K | 0.38% | — | HELD |
| 39 | IVV | ISHARES TR | $733.12 | -1.49% | — | — | $974K | 0.37% | — | HELD |
| 40 | WMT | WALMART INC | $114.22 | 0.99% | — | — | $848K | 0.32% | — | HELD |
| 41 | GE | GE AEROSPACE | $350.63 | -3.56% | — | — | $844K | 0.32% | — | HELD |
| 42 | MAR | MARRIOTT INTL INC NEW | $381.12 | -0.63% | — | — | $797K | 0.30% | — | HELD |
| 43 | KO | COCA COLA CO | $89.08 | 0.92% | — | — | $795K | 0.30% | — | HELD |
| 44 | ROL | ROLLINS INC | $38.75 | -0.67% | — | — | $785K | 0.30% | — | HELD |
| 45 | CAT | CATERPILLAR INC | $782.71 | -6.91% | — | — | $751K | 0.29% | — | HELD |
| 46 | PG | PROCTER & GAMBLE CO | $146.10 | -1.87% | — | — | $743K | 0.28% | — | HELD |
| 47 | META | META PLATFORMS INC | $585.61 | -1.31% | — | — | $713K | 0.27% | — | HELD |
| 48 | GS | GOLDMAN SACHS GROUP INC | $980.75 | -5.09% | — | — | $677K | 0.26% | — | HELD |
| 49 | IWF | ISHARES TR | $114.05 | -2.09% | — | — | $661K | 0.25% | — | HELD |
| 50 | IJH | ISHARES TR | $74.73 | -1.71% | — | — | $595K | 0.23% | — | HELD |
| 51 | LMT | LOCKHEED MARTIN CORP | $569.20 | -2.08% | — | — | $551K | 0.21% | — | HELD |
| 52 | GEV | GE VERNOVA INC | $900.28 | -4.57% | — | — | $540K | 0.21% | — | HELD |
| 53 | COF | CAPITAL ONE FINL CORP | $208.71 | -1.74% | — | — | $509K | 0.19% | — | HELD |
| 54 | NKE | NIKE INC | $43.22 | 0.39% | — | — | $491K | 0.19% | — | HELD |
| 55 | TSLA | TESLA INC | $298.32 | -2.97% | — | — | $469K | 0.18% | — | HELD |
| 56 | CVX | CHEVRON CORPORATION | $191.86 | 2.28% | — | — | $451K | 0.17% | — | HELD |
| 57 | PEP | PEPSICO INC | $143.50 | 0.45% | — | — | $429K | 0.16% | — | HELD |
| 58 | ABBV | ABBVIE INC | $263.30 | 0.04% | — | — | $424K | 0.16% | — | HELD |
| 59 | QQQM | INVESCO EXCH TRADED FD TR II | $272.51 | -2.02% | — | — | $416K | 0.16% | — | HELD |
| 60 | HON | HONEYWELL INTL INC | $241.12 | -2.40% | — | — | $407K | 0.16% | — | HELD |
| 61 | FHN | FIRST HORIZON CORPORATION | $25.77 | -0.96% | — | — | $391K | 0.15% | — | HELD |
| 62 | DUK | DUKE ENERGY CORP NEW | $129.08 | -0.12% | — | — | $380K | 0.14% | — | HELD |
| 63 | GLD | SPDR GOLD TR | $371.08 | 0.46% | — | — | $376K | 0.14% | — | HELD |
| 64 | ETN | EATON CORP PLC | $361.88 | -6.31% | — | — | $359K | 0.14% | — | HELD |
| 65 | AXP | AMERICAN EXPRESS CO | $331.50 | -1.52% | — | — | $352K | 0.13% | — | HELD |
| 66 | IBM | INTERNATIONAL BUSINESS MACHS | $226.44 | -0.49% | — | — | $344K | 0.13% | — | HELD |
| 67 | CB | CHUBB LTD SWITZ | $361.90 | -0.44% | — | — | $332K | 0.13% | — | HELD |
| 68 | SSB | SOUTHSTATE BK CORP | $105.71 | -0.83% | — | — | $331K | 0.13% | — | HELD |
| 69 | MO | ALTRIA GROUP INC | $74.92 | 0.13% | — | — | $301K | 0.11% | — | HELD |
| 70 | MGK | VANGUARD WORLD FD | $83.11 | -1.60% | — | — | $299K | 0.11% | — | HELD |
| 71 | ED | CONSOLIDATED EDISON INC | $112.25 | 0.24% | — | — | $299K | 0.11% | — | HELD |
| 72 | IYY | ISHARES TR | $177.86 | -1.54% | — | — | $295K | 0.11% | — | HELD |
| 73 | VTI | VANGUARD INDEX FDS | $360.42 | -1.52% | — | — | $289K | 0.11% | — | HELD |
| 74 | NSC | NORFOLK SOUTHN CORP | $335.74 | -0.91% | — | — | $286K | 0.11% | — | HELD |
| 75 | VTC | VANGUARD SCOTTSDALE FDS | $75.30 | -0.39% | — | — | $279K | 0.11% | — | HELD |
| 76 | TFC | TRUIST FINL CORP | $52.31 | -1.28% | — | — | $278K | 0.11% | — | HELD |
| 77 | YUM | YUM BRANDS INC | $151.92 | 1.09% | — | — | $273K | 0.10% | — | HELD |
| 78 | CTAS | CINTAS CORP | $216.53 | 0.76% | — | — | $264K | 0.10% | — | HELD |
| 79 | ATO | ATMOS ENERGY CORP | $177.67 | -0.95% | — | — | $262K | 0.10% | — | HELD |
| 80 | HWM | HOWMET AEROSPACE INC | $272.79 | -4.63% | — | — | $259K | 0.10% | — | HELD |
| 81 | TXN | TEXAS INSTRS INC | $271.30 | -2.08% | — | — | $248K | 0.09% | — | HELD |
| 82 | VYM | VANGUARD WHITEHALL FDS | $161.67 | -1.32% | — | — | $245K | 0.09% | — | HELD |
| 83 | LOW | LOWES COS INC | $215.68 | -1.17% | — | — | $243K | 0.09% | — | HELD |
| 84 | CMCSA | COMCAST CORP NEW | $24.61 | 1.74% | — | — | $239K | 0.09% | — | HELD |
| 85 | MRK | MERCK & CO INC | $130.36 | -1.11% | — | — | $238K | 0.09% | — | HELD |
| 86 | TRV | TRAVELERS COMPANIES INC | $389.01 | -2.07% | — | — | $236K | 0.09% | — | HELD |
| 87 | T | AT&T INC | $23.94 | -2.92% | — | — | $220K | 0.08% | — | HELD |
| 88 | RTX | RTX CORPORATION | $215.25 | -1.52% | — | — | $220K | 0.08% | — | HELD |
| 89 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $374.67 | -4.50% | — | — | $219K | 0.08% | — | HELD |
| 90 | DHR | DANAHER CORP DEL | $196.49 | -1.29% | — | — | $219K | 0.08% | — | HELD |
| 91 | BND | VANGUARD BD INDEX FDS | $72.38 | -0.36% | — | — | $215K | 0.08% | — | HELD |
| 92 | AMGN | AMGEN INC | $387.64 | -1.39% | — | — | $208K | 0.08% | — | HELD |
| 93 | WMT2 | WELLS FARGO & CO | — | — | — | — | $204K | 0.08% | — | HELD |
| 94 | SCHK | SCHWAB STRATEGIC TR | $35.20 | -1.51% | — | — | $164K | 0.06% | — | HELD |
| 95 | IJK | ISHARES TR | $110.26 | -2.21% | — | — | $151K | 0.06% | — | HELD |
| 96 | IYW | ISHARES TR | $227.34 | -2.09% | — | — | $146K | 0.06% | — | HELD |
| 97 | IWO | ISHARES TR | $363.70 | -2.14% | — | — | $134K | 0.05% | — | HELD |
| 98 | SCHF | SCHWAB STRATEGIC TR | $26.74 | -0.89% | — | — | $131K | 0.05% | — | HELD |
| 99 | VDE | VANGUARD WORLD FD | $165.14 | 1.93% | — | — | $113K | 0.04% | — | HELD |
| 100 | SCHV | SCHWAB STRATEGIC TR | $33.76 | -1.57% | — | — | $88K | 0.03% | — | HELD |
| 101 | IJT | ISHARES TR | — | — | — | — | $75K | 0.03% | — | HELD |
| 102 | VOE | VANGUARD INDEX FDS | — | — | — | — | $68K | 0.03% | — | HELD |
| 103 | IUSG | ISHARES TR | — | — | — | — | $47K | 0.02% | — | HELD |
| 104 | VBR | VANGUARD INDEX FDS | — | — | — | — | $45K | 0.02% | — | HELD |
| 105 | IWM | ISHARES TR | — | — | — | — | $42K | 0.02% | — | HELD |
| 106 | IWD | ISHARES TR | — | — | — | — | $41K | 0.02% | — | HELD |
| 107 | VONG | VANGUARD SCOTTSDALE FDS | — | — | — | — | $40K | 0.02% | — | HELD |
| 108 | VTV | VANGUARD INDEX FDS | — | — | — | — | $38K | 0.01% | — | HELD |
| 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% | — | HELD |
| 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% | — | HELD |
| 118 | BSV | VANGUARD BD INDEX FDS | — | — | — | — | $12K | 0.00% | — | HELD |
| 119 | VHT | VANGUARD WORLD FD | — | — | — | — | $11K | 0.00% | — | HELD |
| 120 | BNDW | VANGUARD SCOTTSDALE FDS | — | — | — | — | $11K | 0.00% | — | HELD |
| 121 | SCHM | SCHWAB STRATEGIC TR | — | — | — | — | $11K | 0.00% | — | HELD |
| 122 | SCYB | SCHWAB STRATEGIC TR | — | — | — | — | $9K | 0.00% | — | HELD |
| 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% | — | HELD |
| 126 | SCHA | SCHWAB STRATEGIC TR | — | — | — | — | $4K | 0.00% | — | HELD |
| 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 |
Source: SEC EDGAR · accession 0001398344-26-008727. 13F discloses long positions only — shorts, foreign equities, and options are excluded.