Peachtree Investment Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Peachtree Investment Partners, LLC reported 143 stock positions worth $311.9 million. Its top holding was Apple (AAPL) at 13.2% of the portfolio, followed by Eli Lilly (LLY, 8.4%) and Vanguard S&P 500 ETF (VOO, 8.1%). Compared with Q1 2026, it opened 23 new positions, sold out of 9, added to 55 and reduced 45. The biggest buy was a new position in iShares Semiconductor ETF (SOXX) and the biggest sale Microsoft (MSFT, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- INDIAN RIVER SHORES,, FL
- CIK
- 0001743863
- Portfolio Value
- $311.9M (Q2 2026)
- SEC Filing
- 0001398344-26-013705 ↗ filed Aug 6, 2026
Holdings Value
Holdings 143 stocks · $311.9M
| AAPL Apple Inc. | 13.20% | 142,280 | $41.2M | Add +1.5% |
| LLY Eli Lilly & Co. | 8.36% | 21,737 | $26.1M | Reduce -0.2% |
| VOO Vanguard S&P 500 ETF | 8.13% | 36,932 | $25.4M | Add +42.2% |
| MSFT Microsoft Corp. | 7.34% | 61,390 | $22.9M | Reduce -3.9% |
| V Visa Inc. Class A | 4.69% | 42,656 | $14.6M | Reduce -2.5% |
| SOXX iShares Semiconductor ETF | 3.59% | 17,499 | $11.2M | New |
| COST Costco Wholesale Corp. | 3.48% | 11,594 | $10.8M | Add +0.6% |
| HD Home Depot Inc. | 3.12% | 27,624 | $9.7M | Reduce -5.2% |
| SCHG Schwab US Large-Cap Growth | 3.07% | 282,747 | $9.6M | Reduce -2.1% |
| MCK McKesson Corp. | 2.75% | 11,332 | $8.6M | Reduce -14.2% |
| NVDA Nvidia Corp. | 2.71% | 42,264 | $8.5M | Add +8.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.50% | 51,379 | $7.8M | Add +3.1% |
| AMZN Amazon.com Inc. | 2.38% | 31,122 | $7.4M | Add +7.3% |
| JPM JPMorgan Chase & Co. | 2.32% | 22,114 | $7.2M | Reduce -0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.29% | 9,566 | $7.1M | Add +33.9% |
| MA Mastercard Inc. Class A | 2.15% | 13,080 | $6.7M | Reduce -0.8% |
| MTUM iShares MSCI USA Momentum Fa | 1.67% | 15,210 | $5.2M | New |
| SCHX Schwab US Large-Cap ETF | 1.57% | 166,609 | $4.9M | Add +11.3% |
| GOOGL Alphabet Inc. Class A | 1.48% | 12,879 | $4.6M | Add +8.5% |
| SCHB Schwab US Broad Market ETF | 0.98% | 105,452 | $3.1M | Reduce -8.8% |
| GOOG Alphabet Inc. Class C | 0.97% | 8,576 | $3.0M | Reduce -1.8% |
| IVV iShares Core S&P 500 ETF | 0.89% | 3,686 | $2.8M | Add +147.2% |
| VGT Vanguard Info Tech ETF | 0.85% | 22,304 | $2.7M | Add +9.8% |
| AVGO Broadcom Inc. | 0.84% | 6,912 | $2.6M | Add +13.3% |
| GLW Corning Inc. | 0.80% | 9,784 | $2.5M | Add +18.4% |
| NOC Northrop Grumman Corp. | 0.75% | 4,581 | $2.3M | Reduce -6.7% |
| SCHD Schwab US DVD Equity ETF | 0.73% | 72,242 | $2.3M | Reduce -58.7% |
| JNJ Johnson & Johnson | 0.73% | 8,948 | $2.3M | Reduce -10.5% |
| ADP Automatic Data Processing | 0.71% | 9,869 | $2.2M | Reduce -4.7% |
| COR Cencora Inc. | 0.71% | 7,789 | $2.2M | Reduce -34.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.68% | 4,269 | $2.1M | Reduce -6.6% |
| ROST Ross Stores Inc. | 0.59% | 8,639 | $1.8M | Add +13.8% |
| KMB Kimberly-Clark Corp. | 0.56% | 15,995 | $1.8M | Add +0.1% |
| SPMO Invesco S&P 500 Momentum ETF | 0.52% | 10,027 | $1.6M | No change |
| CAT Caterpillar Inc. | 0.48% | 1,394 | $1.5M | Add +31.5% |
| MU Micron Technology Inc. | 0.40% | 1,083 | $1.3M | New |
| PLTR Palantir Technologies Inc. Class A | 0.36% | 9,704 | $1.1M | Reduce -12.2% |
| MCD McDonald's Corp. | 0.35% | 4,052 | $1.1M | Reduce -2.0% |
| GEV GE Vernova Inc. | 0.33% | 878 | $1.0M | Add +42.1% |
| QQQM Invesco Nasdaq 100 ETF | 0.31% | 3,192 | $967K | Add +82.4% |
| ABT Abbott Laboratories | 0.30% | 10,397 | $943K | Reduce -20.8% |
| MAR Marriott International Class A | 0.30% | 2,484 | $921K | Add +2.0% |
| KO The Coca-Cola Co. | 0.29% | 11,021 | $896K | Add +5.5% |
| ACN Accenture PLC Class A | 0.28% | 7,121 | $886K | Reduce -5.5% |
| GE General Electric filed as GE AEROSPACE | 0.28% | 2,313 | $864K | Reduce -22.2% |
| SYK Stryker Corp. | 0.27% | 2,692 | $847K | Reduce -39.4% |
| AMD Advanced Micro Devices | 0.27% | 1,437 | $835K | New |
| IWF iShares Russell 1000 Growth | 0.26% | 6,539 | $812K | Add +5.5% |
| AMAT Applied Materials Inc. | 0.26% | 1,120 | $810K | New |
| META Meta Platforms Inc. Class A | 0.25% | 1,384 | $780K | Add +11.1% |
| GS Goldman Sachs Group Inc. | 0.25% | 770 | $779K | Reduce -3.8% |
| WMT Walmart Inc. | 0.24% | 6,517 | $738K | Reduce -4.4% |
| PG The Procter & Gamble Co. | 0.22% | 4,734 | $694K | Reduce -8.0% |
| IJH iShares Core S&P Midcap ETF | 0.22% | 8,757 | $675K | Reduce -0.5% |
| TSLA Tesla Inc. | 0.21% | 1,542 | $649K | Add +22.3% |
| MRVL Marvell Technology Inc. | 0.20% | 2,098 | $625K | New |
| LHX L3HARRIS Technologies Inc. | 0.19% | 2,092 | $608K | Reduce -26.9% |
| COF Capital One Financial Corp. | 0.18% | 2,829 | $568K | Add +1.4% |
| ROL Rollins Inc. | 0.15% | 11,149 | $465K | Reduce -24.1% |
| TXN Texas Instruments Inc. | 0.15% | 1,550 | $462K | Add +21.3% |
| FHN First Horizon Corp. | 0.14% | 17,189 | $441K | No change |
| INTC Intel Corp. | 0.14% | 3,058 | $427K | New |
| ABBV Abbvie Inc. | 0.14% | 1,688 | $425K | Reduce -13.5% |
| ETN Eaton Corp. PLC | 0.14% | 988 | $421K | Reduce -1.5% |
| PEP Pepsico Inc. | 0.12% | 2,861 | $387K | Add +3.5% |
| LMT Lockheed Martin Corp. | 0.12% | 758 | $386K | Reduce -16.8% |
| DUK Duke Energy Corp. | 0.12% | 2,980 | $377K | Add +2.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.12% | 781 | $373K | Add +20.3% |
| SNDK Sandisk Corp. | 0.12% | 162 | $368K | New |
| SSB Southstate Bank Corp. | 0.11% | 3,575 | $357K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 940 | $348K | Add +4.3% |
| MO Altria Group Inc. | 0.11% | 4,729 | $340K | Add +3.7% |
| IYY iShares Dow Jones U.S. ETF | 0.11% | 1,863 | $340K | Add +0.2% |
| NKE Nike Inc. Class B | 0.11% | 8,075 | $331K | Reduce -13.2% |
| TRV The Travelers Cos Inc. | 0.10% | 968 | $320K | Add +19.6% |
| STX Seagate Technology Holdings | 0.10% | 330 | $318K | New |
| CW Curtiss-Wright Corp. | 0.10% | 410 | $311K | New |
| MS Morgan Stanley | 0.10% | 1,453 | $304K | New |
| TFC Truist Financial Corp. | 0.10% | 6,059 | $302K | Add +0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 1,061 | $298K | Reduce -25.3% |
| ED Consolidated Edison Inc. | 0.09% | 2,655 | $294K | Add +0.7% |
| NSC Norfolk Southern Corp. | 0.09% | 922 | $290K | Reduce -7.3% |
| MRK Merck & Co. Inc. | 0.09% | 2,255 | $290K | Add +13.8% |
| AXP American Express Co. | 0.09% | 842 | $285K | Reduce -27.5% |
| VTC Vanguard Total Corporate BND | 0.09% | 3,632 | $279K | No change |
| YUM Yum! Brands Inc. | 0.09% | 1,730 | $277K | Reduce -1.6% |
| VYM Vanguard High DVD Yield ETF | 0.08% | 1,663 | $263K | Add +0.5% |
| CASY Casey's General Stores Inc. | 0.08% | 324 | $257K | New |
| GLD SPDR Gold Shares | 0.08% | 691 | $255K | Reduce -20.9% |
| UNH Unitedhealth Group Inc. | 0.08% | 610 | $254K | New |
| HON Honeywell International Inc. | 0.08% | 1,130 | $253K | Add +25.5% |
| SPG Simon Property Group Inc. | 0.08% | 1,089 | $244K | New |
| CTAS Cintas Corp. | 0.08% | 1,420 | $241K | Reduce -9.0% |
| HWM Howmet Aerospace Inc. | 0.08% | 895 | $241K | Reduce -20.3% |
| BA The Boeing Co. | 0.08% | 1,098 | $238K | New |
| CSCO Cisco Systems Inc. | 0.08% | 1,997 | $235K | New |
| C Citigroup Inc. | 0.07% | 1,668 | $233K | New |
| CVX Chevron Corp. | 0.07% | 1,386 | $230K | Reduce -36.4% |
| AMGN Amgen Inc. | 0.07% | 628 | $227K | Add +6.1% |
| WFC Wells Fargo & Co. | 0.07% | 2,730 | $226K | Add +6.4% |
Portfolio Sells Q1 2026 → Q2 2026
| MSFT Microsoft Corp. | Reduce -3.9% | 7.34% | −1.67 |
| MCK McKesson Corp. | Reduce -14.2% | 2.75% | −1.61 |
| SCHD Schwab US DVD Equity ETF | Reduce -58.7% | 0.73% | −1.31 |
| COR Cencora Inc. | Reduce -34.1% | 0.71% | −0.71 |
| NOC Northrop Grumman Corp. | Reduce -6.7% | 0.75% | −0.53 |
| HD Home Depot Inc. | Reduce -5.2% | 3.12% | −0.53 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.47 |
| MA Mastercard Inc. Class A | Reduce -0.8% | 2.15% | −0.36 |
| V Visa Inc. Class A | Reduce -2.5% | 4.69% | −0.35 |
| ACN Accenture PLC Class A | Reduce -5.5% | 0.28% | −0.29 |
| SYK Stryker Corp. | Reduce -39.4% | 0.27% | −0.28 |
| PLTR Palantir Technologies Inc. Class A | Reduce -12.2% | 0.36% | −0.25 |
| ABT Abbott Laboratories | Reduce -20.8% | 0.30% | −0.21 |
| JNJ Johnson & Johnson | Reduce -10.5% | 0.73% | −0.20 |
| LHX L3HARRIS Technologies Inc. | Reduce -26.9% | 0.19% | −0.18 |
| JPM JPMorgan Chase & Co. | Reduce -0.6% | 2.32% | −0.17 |
| ROL Rollins Inc. | Reduce -24.1% | 0.15% | −0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.6% | 0.68% | −0.15 |
| SCHG Schwab US Large-Cap Growth | Reduce -2.1% | 3.07% | −0.14 |
| MCD McDonald's Corp. | Reduce -2.0% | 0.35% | −0.14 |
| SCHB Schwab US Broad Market ETF | Reduce -8.8% | 0.98% | −0.13 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −0.11 |
| ATO Atmos Energy Corp. | Sold out | 0.00% | −0.10 |
| CVX Chevron Corp. | Reduce -36.4% | 0.07% | −0.10 |
| ADP Automatic Data Processing | Reduce -4.7% | 0.71% | −0.09 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.09 |
| WMT Walmart Inc. | Reduce -4.4% | 0.24% | −0.09 |
| LMT Lockheed Martin Corp. | Reduce -16.8% | 0.12% | −0.09 |
| T AT&T Inc. | Sold out | 0.00% | −0.08 |
| RTX RTX Corp. | Sold out | 0.00% | −0.08 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.08 |
| NKE Nike Inc. Class B | Reduce -13.2% | 0.11% | −0.08 |
| CB Chubb Ltd. | Reduce -41.7% | 0.06% | −0.06 |
| GLD SPDR Gold Shares | Reduce -20.9% | 0.08% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -8.0% | 0.22% | −0.06 |
| GE General Electric | Reduce -22.2% | 0.28% | −0.04 |
| AXP American Express Co. | Reduce -27.5% | 0.09% | −0.04 |
| SCHF Schwab Intl Equity ETF | Reduce -72.8% | 0.01% | −0.04 |
| VDE Vanguard Energy ETF | Reduce -76.1% | 0.01% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -25.3% | 0.10% | −0.04 |
| ABBV Abbvie Inc. | Reduce -13.5% | 0.14% | −0.03 |
| CTAS Cintas Corp. | Reduce -9.0% | 0.08% | −0.02 |
| HWM Howmet Aerospace Inc. | Reduce -20.3% | 0.08% | −0.02 |
| NSC Norfolk Southern Corp. | Reduce -7.3% | 0.09% | −0.02 |
| YUM Yum! Brands Inc. | Reduce -1.6% | 0.09% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.5% | 0.22% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -3.8% | 0.25% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -62.7% | 0.00% | −0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -3.7% | 0.05% | −0.00 |
| VYMI Vanguard Int High DVD YLD Inc. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| SOXX iShares Semiconductor ETF | New | 3.59% | +3.59 |
| VOO Vanguard S&P 500 ETF | Add +42.2% | 8.13% | +2.22 |
| MTUM iShares MSCI USA Momentum Fa | New | 1.67% | +1.67 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +33.9% | 2.29% | +0.52 |
| IVV iShares Core S&P 500 ETF | Add +147.2% | 0.89% | +0.51 |
| MU Micron Technology Inc. | New | 0.40% | +0.40 |
| GLW Corning Inc. | Add +18.4% | 0.80% | +0.37 |
| AMD Advanced Micro Devices | New | 0.27% | +0.27 |
| AMAT Applied Materials Inc. | New | 0.26% | +0.26 |
| MRVL Marvell Technology Inc. | New | 0.20% | +0.20 |
| CAT Caterpillar Inc. | Add +31.5% | 0.48% | +0.19 |
| VGT Vanguard Info Tech ETF | Add +9.8% | 0.85% | +0.18 |
| GOOGL Alphabet Inc. Class A | Add +8.5% | 1.48% | +0.17 |
| QQQM Invesco Nasdaq 100 ETF | Add +82.4% | 0.31% | +0.15 |
| INTC Intel Corp. | New | 0.14% | +0.14 |
| NVDA Nvidia Corp. | Add +8.7% | 2.71% | +0.13 |
| GEV GE Vernova Inc. | Add +42.1% | 0.33% | +0.13 |
| SNDK Sandisk Corp. | New | 0.12% | +0.12 |
| AVGO Broadcom Inc. | Add +13.3% | 0.84% | +0.12 |
| SCHX Schwab US Large-Cap ETF | Add +11.3% | 1.57% | +0.11 |
| STX Seagate Technology Holdings | New | 0.10% | +0.10 |
| CW Curtiss-Wright Corp. | New | 0.10% | +0.10 |
| MS Morgan Stanley | New | 0.10% | +0.10 |
| CASY Casey's General Stores Inc. | New | 0.08% | +0.08 |
| UNH Unitedhealth Group Inc. | New | 0.08% | +0.08 |
| SPG Simon Property Group Inc. | New | 0.08% | +0.08 |
| AMZN Amazon.com Inc. | Add +7.3% | 2.38% | +0.08 |
| BA The Boeing Co. | New | 0.08% | +0.08 |
| CSCO Cisco Systems Inc. | New | 0.08% | +0.08 |
| C Citigroup Inc. | New | 0.07% | +0.07 |
| IWY iShares Russell Top 200 Grow | New | 0.07% | +0.07 |
| WDC Western Digital Corp. | New | 0.07% | +0.07 |
| CMI Cummins Inc. | New | 0.07% | +0.07 |
| TXN Texas Instruments Inc. | Add +21.3% | 0.15% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +20.3% | 0.12% | +0.04 |
| TSLA Tesla Inc. | Add +22.3% | 0.21% | +0.03 |
| VONG Vanguard Russell 1000 Growth | Add +175.5% | 0.04% | +0.03 |
| TRV The Travelers Cos Inc. | Add +19.6% | 0.10% | +0.01 |
| IYW iShares Ustechnology ETF | Add +3.1% | 0.07% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +5.5% | 0.26% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.1% | 0.01% | +0.01 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | New | 0.00% | +0.00 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +646.8% | 0.00% | +0.00 |
| SCHA Schwab US Small-Cap ETF | Add +205.3% | 0.01% | +0.00 |
| MRK Merck & Co. Inc. | Add +13.8% | 0.09% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.3% | 0.11% | +0.00 |
| QQMG Invesco ESG Nasdaq 100 | New | 0.00% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.00% | +0.00 |
| SCHM Schwab US Mid Cap ETF | Add +0.3% | 0.00% | 0.00 |
| IWN iShares Russell 2000 Value E | Add +1.5% | 0.00% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 143 | $311.9M | AAPL, LLY, VOO, MSFT, V |
| Q1 2026 | 129 | $262.4M | AAPL, MSFT, LLY, VOO, V |
| Q4 2025 | 127 | $301.3M | AAPL, MSFT, LLY, VOO, V |
| Q3 2025 | 128 | $288.4M | MSFT, AAPL, VOO, LLY, V |
| Q2 2025 | 126 | $262.1M | MSFT, AAPL, LLY, V, COST |
| Q1 2025 | 125 | $253.1M | AAPL, MSFT, LLY, V, COST |
| Q4 2024 | 114 | $266.9M | AAPL, MSFT, LLY, VOO, V |
| Q3 2024 | 113 | $265.9M | AAPL, MSFT, LLY, VOO, V |
| Q2 2024 | 97 | $254.9M | MSFT, AAPL, LLY, VOO, V |
| Q1 2024 | 97 | $247.4M | MSFT, AAPL, LLY, VOO, V |