Peachtree Investment Partners, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Peachtree Investment Partners, LLC reported 126 stock positions worth $262.1 million. Its top holding was Microsoft (MSFT) at 13.9% of the portfolio, followed by Apple (AAPL, 11.6%) and Eli Lilly (LLY, 7.2%). Compared with Q1 2025, it opened 10 new positions, sold out of 9, added to 50 and reduced 43. The biggest buy was Nvidia (NVDA, shares +35%) and the biggest sale Apple (AAPL, shares −5%).

Most Recent 13F
Q2 2026
Location
INDIAN RIVER SHORES,, FL
CIK
0001743863
Portfolio Value
$262.1M (Q2 2025)
SEC Filing
0001398344-25-015011 ↗ filed Aug 12, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $247.4M Q1 2024 Q2 2024: $254.9M Q2 2024 Q3 2024: $265.9M Q3 2024 Q4 2024: $266.9M Q4 2024 Q1 2025: $253.1M Q1 2025 Q2 2025: $262.1M $262.1M Q2 2025 Q3 2025: $288.4M Q3 2025 Q4 2025: $301.3M Q4 2025 Q1 2026: $262.4M Q1 2026 Q2 2026: $311.9M Q2 2026

Holdings 126 stocks · $262.1M
MSFT Microsoft Corp. 13.92% 73,322 $36.5M Reduce -6.5%
AAPL Apple Inc. 11.57% 147,775 $30.3M Reduce -4.7%
LLY Eli Lilly & Co. 7.18% 24,128 $18.8M Reduce -3.2%
V Visa Inc. Class A 6.74% 49,717 $17.7M Reduce -0.4%
COST Costco Wholesale Corp. 5.05% 13,365 $13.2M Reduce -3.3%
VOO Vanguard S&P 500 ETF 4.74% 21,861 $12.4M Reduce -9.3%
HD Home Depot Inc. 4.25% 30,396 $11.1M Reduce -2.5%
MCK McKesson Corp. 3.97% 14,187 $10.4M Add +0.9%
SCHG Schwab US Large-Cap Growth 3.92% 351,910 $10.3M Reduce -18.5%
MA Mastercard Inc. Class A 3.18% 14,852 $8.3M Add +2.9%
AMZN Amazon.com Inc. 2.53% 30,200 $6.6M Reduce -5.9%
JPM JPMorgan Chase & Co. 2.47% 22,323 $6.5M Add +11.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 2.35% 49,807 $6.2M Reduce -1.4%
NVDA Nvidia Corp. 2.01% 33,283 $5.3M Add +34.8%
ADP Automatic Data Processing 1.79% 15,173 $4.7M Reduce -2.0%
COR Cencora Inc. 1.35% 11,842 $3.6M Add +13.1%
BRK.B Berkshire Hathaway Inc. Class B 1.30% 7,027 $3.4M Reduce -4.1%
ACN Accenture PLC Class A 1.20% 10,560 $3.2M Reduce -7.2%
SCHX Schwab US Large-Cap ETF 1.20% 129,047 $3.2M Add +70.3%
PLTR Palantir Technologies Inc. Class A 1.06% 20,398 $2.8M Add +82.4%
NOC Northrop Grumman Corp. 0.96% 5,012 $2.5M Reduce -3.8%
ABT Abbott Laboratories 0.74% 14,179 $1.9M Add +0.6%
VGT Vanguard Info Tech ETF 0.70% 2,783 $1.8M Reduce -28.4%
SYK Stryker Corp. 0.67% 4,407 $1.7M Reduce -1.1%
SCHB Schwab US Broad Market ETF 0.66% 72,970 $1.7M Add +5.0%
META Meta Platforms Inc. Class A 0.64% 2,289 $1.7M Add +31.6%
MCD McDonald's Corp. 0.50% 4,476 $1.3M Reduce -0.5%
RSG Republic Services Inc. 0.46% 4,862 $1.2M Add +92.7%
JNJ Johnson & Johnson 0.46% 7,809 $1.2M Reduce -1.9%
GOOGL Alphabet Inc. Class A 0.42% 6,261 $1.1M Add +51.3%
SPMO Invesco S&P 500 Momentum ETF 0.41% 9,505 $1.1M New
PG The Procter & Gamble Co. 0.40% 6,652 $1.1M Reduce -5.2%
AVGO Broadcom Inc. 0.39% 3,704 $1.0M New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.38% 3,355 $989K Add +51.5%
WM Waste Management Inc. 0.37% 4,268 $977K Add +146.8%
VTI VG Morningstar TS MKT ETF-US 0.36% 3,108 $945K No change
ROL Rollins Inc. 0.34% 15,922 $898K Add +32.0%
MNST Monster Beverage Corp. 0.34% 14,078 $882K Add +34.3%
GOOG Alphabet Inc. Class C 0.34% 4,970 $882K Add +46.0%
ROST Ross Stores Inc. 0.32% 6,665 $850K Add +2.4%
KO The Coca-Cola Co. 0.32% 11,717 $829K Add +0.2%
MAR Marriott International Class A 0.27% 2,622 $716K Reduce -7.5%
NKE Nike Inc. Class B 0.27% 10,035 $713K Add +0.2%
NFLX Netflix Inc. 0.25% 494 $662K New
COF Capital One Financial Corp. 0.23% 2,811 $598K New
IWF iShares Russell 1000 Growth 0.23% 1,408 $598K Reduce -1.3%
IJH iShares Core S&P Midcap ETF 0.21% 9,060 $562K Add +0.2%
IVV iShares Core S&P 500 ETF 0.21% 883 $548K Reduce -49.0%
CTAS Cintas Corp. 0.21% 2,429 $541K Add +18.4%
FHN First Horizon Corp. 0.20% 25,031 $531K No change
CB Chubb Ltd. 0.19% 1,758 $509K Add +161.2%
LHX L3HARRIS Technologies Inc. 0.19% 2,030 $509K Reduce -1.3%
GE General Electric filed as GE AEROSPACE 0.19% 1,964 $506K New
PEP Pepsico Inc. 0.18% 3,552 $469K Reduce -13.5%
WMT Walmart Inc. 0.17% 4,690 $459K Reduce -0.3%
QQQM Invesco Nasdaq 100 ETF 0.17% 2,000 $454K No change
XOM Exxon Mobil Corp. 0.17% 4,196 $452K Add +0.3%
T AT&T Inc. 0.17% 15,626 $452K Reduce -16.0%
ETN Eaton Corp. PLC 0.16% 1,139 $407K Reduce -30.5%
ABBV Abbvie Inc. 0.15% 2,182 $405K Add +6.2%
TSLA Tesla Inc. 0.15% 1,266 $402K Reduce -1.6%
AZO AutoZone Inc. 0.14% 101 $375K Add +29.5%
HON Honeywell International Inc. 0.14% 1,594 $371K Reduce -9.5%
AXP American Express Co. 0.14% 1,144 $365K Reduce -37.5%
IYY iShares Dow Jones U.S. ETF 0.14% 2,389 $360K Add +0.3%
SAP Sap SE-Sponsored ADR 0.14% 1,180 $359K New
LMT Lockheed Martin Corp. 0.13% 731 $338K Reduce -19.8%
DUK Duke Energy Corp. 0.13% 2,796 $330K Reduce -11.7%
SSB Southstate Bank Corp. 0.13% 3,575 $329K No change
MRK Merck & Co. Inc. 0.12% 3,969 $314K No change
GS Goldman Sachs Group Inc. 0.11% 424 $300K New
TRV The Travelers Cos Inc. 0.11% 1,117 $299K Add +21.9%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.11% 814 $298K No change
MO Altria Group Inc. 0.11% 5,035 $295K Add +28.4%
PM Philip Morris International 0.11% 1,601 $292K New
YUM Yum! Brands Inc. 0.11% 1,959 $290K Reduce -5.8%
CMCSA Comcast Corp. Class A 0.11% 8,126 $290K Add +0.9%
ICE Intercontinental Exchange Inc. 0.11% 1,532 $281K New
VTC Vanguard Total Corporate BND 0.11% 3,632 $281K No change
ED Consolidated Edison Inc. 0.10% 2,731 $274K Reduce -1.9%
TFC Truist Financial Corp. 0.10% 6,249 $269K Reduce -2.8%
SCHD Schwab US DVD Equity ETF 0.10% 10,058 $267K Reduce -8.8%
WPC WP Carey Inc. 0.10% 4,179 $261K Add +0.9%
TXN Texas Instruments Inc. 0.10% 1,236 $257K Reduce -1.5%
NSC Norfolk Southern Corp. 0.10% 1,000 $256K Add +0.3%
DHR Danaher Corp. 0.09% 1,259 $249K Add +0.1%
IYW iShares Ustechnology ETF 0.09% 1,407 $244K Reduce -45.7%
IWY iShares Russell Top 200 Grow 0.09% 950 $234K No change
MDLZ Mondelez International Inc. Class A 0.09% 3,426 $231K Add +0.6%
BND Vanguard Total Bond Market 0.09% 3,110 $229K Add +6.5%
LOW Lowe's Cos Inc. 0.09% 1,017 $226K Reduce -4.4%
VYM Vanguard High DVD Yield ETF 0.08% 1,635 $218K Add +0.5%
ATO Atmos Energy Corp. 0.08% 1,367 $211K Add +0.9%
WFC Wells Fargo & Co. 0.08% 2,515 $202K New
SCHK Schwab 1000 Index ETF 0.06% 5,204 $155K Reduce -49.5%
SCHF Schwab Intl Equity ETF 0.06% 6,559 $145K Add +0.3%
IWO iShares Russell 2000 Growth 0.05% 492 $141K No change
IJK iShares S&P Mid-Cap 400 Grow 0.05% 1,513 $138K Add +0.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.03% 426 $75K Reduce -48.4%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.03% 422 $69K No change
IJT iShares S&P Small-Cap 600 GR 0.03% 518 $69K Add +0.2%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.02% 316 $62K No change
IWD iShares Russell 1000 Value E 0.02% 266 $52K Add +0.4%
IUSG iShares Core S&P U.S. Growth 0.02% 306 $46K Add +188.7%
IWM iShares Russell 2000 ETF 0.01% 166 $36K No change
IWB iShares Russell 1000 ETF 0.01% 105 $36K No change
IWS iShares Russell Mid-Cap Valu 0.01% 192 $25K Add +0.5%
VUG Vanguard Mrngstar GR ETF-Sui 0.01% 50 $22K No change
VB Vanguard Most SM-Cap ETF-Usd 0.01% 90 $21K Add +2.3%
SCHR Schwab Intermediate-Term US 0.01% 700 $18K No change
SCHZ Schwab US Aggregate Bond ETF 0.01% 650 $15K No change
VPU Vanguard Utilities ETF 0.01% 80 $14K Reduce -20.0%
IVE iShares S&P 500 Value ETF 0.00% 58 $11K No change
SCHV Schwab US Large-Cap Value 0.00% 394 $11K Reduce -89.9%
BSV Vanguard Short-Term Bond ETF 0.00% 136 $11K Add +3.8%
IWN iShares Russell 2000 Value E 0.00% 68 $11K Add +1.5%
VHT Vanguard Health Care ETF 0.00% 41 $10K No change
BNDW Vanguard Total World Bond Et 0.00% 143 $10K Add +3.6%
SCYB Schwab High Yield Bond ETF 0.00% 330 $9K Add +1.9%
IJR iShares Core S&P Small-Cap E 0.00% 67 $7K No change
SCHM Schwab US Mid Cap ETF 0.00% 219 $6K Add +0.5%
VFH Vanguard Financials ETF 0.00% 44 $6K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.00% 87 $2K Add +1.2%
FNDE Schwab Fndmntl Em MRK Eq ETF 0.00% 44 $1K No change
FNDA Schwab Fndmntl US SM Co. ETF 0.00% 46 $1K No change
SCHH Schwab US REIT ETF 0.00% 15 $321 No change

Portfolio Sells Q1 2025 → Q2 2025
AAPL Apple Inc. Reduce -4.7% 11.57% −2.04
SPY SS SPDR S&P 500 ETF Trust-US Sold out 0.00% −1.74
VFMV Vanguard US Minimum Volatili Sold out 0.00% −1.08
LLY Eli Lilly & Co. Reduce -3.2% 7.18% −0.96
UNH Unitedhealth Group Inc. Sold out 0.00% −0.42
SCHG Schwab US Large-Cap Growth Reduce -18.5% 3.92% −0.35
HD Home Depot Inc. Reduce -2.5% 4.25% −0.26
BRK.B Berkshire Hathaway Inc. Class B Reduce -4.1% 1.30% −0.24
ACN Accenture PLC Class A Reduce -7.2% 1.20% −0.20
V Visa Inc. Class A Reduce -0.4% 6.74% −0.18
IVV iShares Core S&P 500 ETF Reduce -49.0% 0.21% −0.18
DFS Discover Financial Services Sold out 0.00% −0.17
VOO Vanguard S&P 500 ETF Reduce -9.3% 4.74% −0.15
VGT Vanguard Info Tech ETF Reduce -28.4% 0.70% −0.13
MRSH Marsh & McLennan Cos Sold out 0.00% −0.13
COST Costco Wholesale Corp. Reduce -3.3% 5.05% −0.12
NOC Northrop Grumman Corp. Reduce -3.8% 0.96% −0.10
TJX TJX Companies Inc. Reduce -1.4% 2.35% −0.08
ADP Automatic Data Processing Reduce -2.0% 1.79% −0.08
SO The Southern Co. Sold out 0.00% −0.08
PG The Procter & Gamble Co. Reduce -5.2% 0.40% −0.07
JNJ Johnson & Johnson Reduce -1.9% 0.46% −0.07
PEP Pepsico Inc. Reduce -13.5% 0.18% −0.06
MCD McDonald's Corp. Reduce -0.5% 0.50% −0.06
AXP American Express Co. Reduce -37.5% 0.14% −0.06
IYW iShares Ustechnology ETF Reduce -45.7% 0.09% −0.05
SCHK Schwab 1000 Index ETF Reduce -49.5% 0.06% −0.05
SCHV Schwab US Large-Cap Value Reduce -89.9% 0.00% −0.04
T AT&T Inc. Reduce -16.0% 0.17% −0.04
LMT Lockheed Martin Corp. Reduce -19.8% 0.13% −0.03
VTV Vanguard Mrngstr Val ETF-Aui Reduce -48.4% 0.03% −0.03
DUK Duke Energy Corp. Reduce -11.7% 0.13% −0.03
ETN Eaton Corp. PLC Reduce -30.5% 0.16% −0.02
SCHD Schwab US DVD Equity ETF Reduce -8.8% 0.10% −0.02
YUM Yum! Brands Inc. Reduce -5.8% 0.11% −0.02
ED Consolidated Edison Inc. Reduce -1.9% 0.10% −0.02
LOW Lowe's Cos Inc. Reduce -4.4% 0.09% −0.01
IUSV iShares Core S&P U.S. Value Sold out 0.00% −0.01
HON Honeywell International Inc. Reduce -9.5% 0.14% −0.01
VTWO Vanguard Russell 2000 ETF Sold out 0.00% −0.00
TFC Truist Financial Corp. Reduce -2.8% 0.10% −0.00
VPU Vanguard Utilities ETF Reduce -20.0% 0.01% −0.00
SCHA Schwab US Small-Cap ETF Sold out 0.00% −0.00
MAR Marriott International Class A Reduce -7.5% 0.27% +0.01
TXN Texas Instruments Inc. Reduce -1.5% 0.10% +0.01
SYK Stryker Corp. Reduce -1.1% 0.67% +0.01
WMT Walmart Inc. Reduce -0.3% 0.17% +0.01
TSLA Tesla Inc. Reduce -1.6% 0.15% +0.02
LHX L3HARRIS Technologies Inc. Reduce -1.3% 0.19% +0.02
IWF iShares Russell 1000 Growth Reduce -1.3% 0.23% +0.02

Portfolio Buys Q1 2025 → Q2 2025
NVDA Nvidia Corp. Add +34.8% 2.01% +0.95
PLTR Palantir Technologies Inc. Class A Add +82.4% 1.06% +0.69
SCHX Schwab US Large-Cap ETF Add +70.3% 1.20% +0.54
JPM JPMorgan Chase & Co. Add +11.4% 2.47% +0.53
SPMO Invesco S&P 500 Momentum ETF New 0.41% +0.41
AVGO Broadcom Inc. New 0.39% +0.39
NFLX Netflix Inc. New 0.25% +0.25
META Meta Platforms Inc. Class A Add +31.6% 0.64% +0.25
MCK McKesson Corp. Add +0.9% 3.97% +0.23
COF Capital One Financial Corp. New 0.23% +0.23
RSG Republic Services Inc. Add +92.7% 0.46% +0.22
WM Waste Management Inc. Add +146.8% 0.37% +0.21
COR Cencora Inc. Add +13.1% 1.35% +0.20
GE General Electric New 0.19% +0.19
GOOGL Alphabet Inc. Class A Add +51.3% 0.42% +0.17
IBM Intl Business Machines Corp. Add +51.5% 0.38% +0.16
SAP Sap SE-Sponsored ADR New 0.14% +0.14
GOOG Alphabet Inc. Class C Add +46.0% 0.34% +0.13
GS Goldman Sachs Group Inc. New 0.11% +0.11
CB Chubb Ltd. Add +161.2% 0.19% +0.11
PM Philip Morris International New 0.11% +0.11
ICE Intercontinental Exchange Inc. New 0.11% +0.11
MNST Monster Beverage Corp. Add +34.3% 0.34% +0.09
ROL Rollins Inc. Add +32.0% 0.34% +0.09
WFC Wells Fargo & Co. New 0.08% +0.08
SCHB Schwab US Broad Market ETF Add +5.0% 0.66% +0.07
MA Mastercard Inc. Class A Add +2.9% 3.18% +0.06
CTAS Cintas Corp. Add +18.4% 0.21% +0.04
AZO AutoZone Inc. Add +29.5% 0.14% +0.03
NKE Nike Inc. Class B Add +0.2% 0.27% +0.02
MO Altria Group Inc. Add +28.4% 0.11% +0.02
TRV The Travelers Cos Inc. Add +21.9% 0.11% +0.02
IUSG iShares Core S&P U.S. Growth Add +188.7% 0.02% +0.01
IYY iShares Dow Jones U.S. ETF Add +0.3% 0.14% +0.01
IJH iShares Core S&P Midcap ETF Add +0.2% 0.21% +0.01
NSC Norfolk Southern Corp. Add +0.3% 0.10% +0.00
SCHF Schwab Intl Equity ETF Add +0.3% 0.06% +0.00
IJK iShares S&P Mid-Cap 400 Grow Add +0.1% 0.05% +0.00
BND Vanguard Total Bond Market Add +6.5% 0.09% +0.00
IJT iShares S&P Small-Cap 600 GR Add +0.2% 0.03% +0.00
VB Vanguard Most SM-Cap ETF-Usd Add +2.3% 0.01% +0.00
IWS iShares Russell Mid-Cap Valu Add +0.5% 0.01% +0.00
VYM Vanguard High DVD Yield ETF Add +0.5% 0.08% +0.00
IWN iShares Russell 2000 Value E Add +1.5% 0.00% +0.00
SCHM Schwab US Mid Cap ETF Add +0.5% 0.00% +0.00
IWD iShares Russell 1000 Value E Add +0.4% 0.02% 0.00
SCYB Schwab High Yield Bond ETF Add +1.9% 0.00% 0.00
FNDX Schwab Fndmntl US LRG Co. ETF Add +1.2% 0.00% 0.00
BSV Vanguard Short-Term Bond ETF Add +3.8% 0.00% 0.00
BNDW Vanguard Total World Bond Et Add +3.6% 0.00% 0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 143$311.9MAAPL, LLY, VOO, MSFT, V
Q1 2026 129$262.4MAAPL, MSFT, LLY, VOO, V
Q4 2025 127$301.3MAAPL, MSFT, LLY, VOO, V
Q3 2025 128$288.4MMSFT, AAPL, VOO, LLY, V
Q2 2025 126$262.1MMSFT, AAPL, LLY, V, COST
Q1 2025 125$253.1MAAPL, MSFT, LLY, V, COST
Q4 2024 114$266.9MAAPL, MSFT, LLY, VOO, V
Q3 2024 113$265.9MAAPL, MSFT, LLY, VOO, V
Q2 2024 97$254.9MMSFT, AAPL, LLY, VOO, V
Q1 2024 97$247.4MMSFT, AAPL, LLY, VOO, V