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Peachtree Investment Partners, LLC

Portfolio Manager
Peachtree Investment Partners, LLC
Performance
-8.93% (2026 Q1)
AUM (13F)
$262.41M
# of Holdings
129
Performance Rank
Allocation (Top 20)
78.93%

Peachtree Investment Partners, LLC Holdings Map

Top 50 Peachtree Investment Partners, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
13.56%140.2K$35.6M
-2.35%(-3.37K)
2025-Q1: 155.0K shares2025-Q2: 147.8K shares2025-Q3: 144.6K shares2025-Q4: 143.5K shares2026-Q1: 140.2K shares
$88.02(+250.63%)
2026-03-31
MSFT
MICROSOFT CORP
9.01%63.8K$23.6M
-7.73%(-5.35K)
2025-Q1: 78.4K shares2025-Q2: 73.3K shares2025-Q3: 71.9K shares2025-Q4: 69.2K shares2026-Q1: 63.8K shares
$187.88(+107.84%)
2026-03-31
LLY
ELI LILLY & CO
7.63%21.8K$20.0M
-4.01%(-909)
2025-Q1: 24.9K shares2025-Q2: 24.1K shares2025-Q3: 22.8K shares2025-Q4: 22.7K shares2026-Q1: 21.8K shares
$375.07(+223.65%)
2026-03-31
VOO
VANGUARD INDEX FDS
5.91%26.0K$15.5M
-14.05%(-4.25K)
2025-Q1: 24.1K shares2025-Q2: 21.9K shares2025-Q3: 30.3K shares2025-Q4: 30.2K shares2026-Q1: 26.0K shares
$457.60(+49.66%)
2026-03-31
V
VISA INC
5.04%43.7K$13.2M
-6.96%(-3.27K)
2025-Q1: 49.9K shares2025-Q2: 49.7K shares2025-Q3: 48.5K shares2025-Q4: 47.0K shares2026-Q1: 43.7K shares
$56.82(+537.29%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
4.38%11.5K$11.5M
-4.99%(-606)
2025-Q1: 13.8K shares2025-Q2: 13.4K shares2025-Q3: 12.9K shares2025-Q4: 12.1K shares2026-Q1: 11.5K shares
$406.55(+134.08%)
2026-03-31
MCK
MCKESSON CORP
4.35%13.2K$11.4M
-3.08%(-419)
2025-Q1: 14.1K shares2025-Q2: 14.2K shares2025-Q3: 13.1K shares2025-Q4: 13.6K shares2026-Q1: 13.2K shares
$377.16(+108.48%)
2026-03-31
HD
HOME DEPOT INC
3.65%29.1K$9.6M
-4.15%(-1.26K)
2025-Q1: 31.2K shares2025-Q2: 30.4K shares2025-Q3: 31.8K shares2025-Q4: 30.4K shares2026-Q1: 29.1K shares
$225.93(+58.41%)
2026-03-31
SCHG
SCHWAB STRATEGIC TR
3.21%288.9K$8.4M
-38.28%(-179.14K)
2025-Q1: 432.0K shares2025-Q2: 351.9K shares2025-Q3: 440.5K shares2025-Q4: 468.0K shares2026-Q1: 288.9K shares
$21.86(+56.10%)
2026-03-31
TJX
TJX COS INC NEW
3.03%49.8K$8.0M
-1.18%(-594)
2025-Q1: 50.5K shares2025-Q2: 49.8K shares2025-Q3: 49.3K shares2025-Q4: 50.4K shares2026-Q1: 49.8K shares
$29.92(+415.63%)
2026-03-31

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