StockDriftsStockDriftsTop 50 Peachtree Investment Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 13.2% | 142.3K | $41.2M | +1.51%(+2.12K) | $90.70(+236.70%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 8.36% | 21.7K | $26.1M | -0.19%(-41) | $375.07(+214.44%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 8.13% | 36.9K | $25.4M | +42.20%(+10.96K) | $508.41(+40.18%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 7.34% | 61.4K | $22.9M | -3.85%(-2.46K) | $187.88(+158.71%) | 2026-06-30 | |
| V | VISA INC | 4.69% | 42.7K | $14.6M | -2.50%(-1.09K) | $56.82(+536.96%) | 2026-06-30 | |
| SOXX | ISHARES TR | 3.59% | 17.5K | $11.2M | new | $475.28(+18.66%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.48% | 11.6K | $10.8M | +0.56%(+65) | $409.69(+132.82%) | 2026-06-30 | |
| HD | HOME DEPOT INC | 3.12% | 27.6K | $9.7M | -5.16%(-1.50K) | $225.93(+47.88%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 3.07% | 282.7K | $9.6M | -2.13%(-6.14K) | $21.86(+62.96%) | 2026-06-30 | |
| MCK | MCKESSON CORP | 2.74% | 11.3K | $8.6M | -14.17%(-1.87K) | $377.16(+131.99%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.97% | +55.97% | +9.78% | +59.42% |
| Top 20 Holdings Unweighted | +15.42% | +53.75% | +8.50% | +50.40% |
Peachtree Investment Partners, LLC reports $311.94M in US-listed equity holdings across 143 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (13.2%), LLY (8.4%) and VOO (8.1%). The top 20 holdings account for 77.77% of reported assets. Its disclosed equity book has returned +55.97% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Peachtree Investment Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1743863). View Peachtree Investment Partners, LLC’s 13F filings on SEC