Peachtree Investment Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 31, 2025), Peachtree Investment Partners, LLC reported 128 stock positions worth $288.4 million. Its top holding was Microsoft (MSFT) at 12.9% of the portfolio, followed by Apple (AAPL, 12.8%) and Vanguard S&P 500 ETF (VOO, 6.4%). Compared with Q2 2025, it opened 4 new positions, sold out of 2, added to 44 and reduced 54. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +39%) and the biggest sale Eli Lilly (LLY, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- INDIAN RIVER SHORES,, FL
- CIK
- 0001743863
- Portfolio Value
- $288.4M (Q3 2025)
- SEC Filing
- 0001398344-25-020071 ↗ filed Oct 31, 2025
Holdings Value
Holdings 128 stocks · $288.4M
| MSFT Microsoft Corp. | 12.91% | 71,892 | $37.2M | Reduce -1.9% |
| AAPL Apple Inc. | 12.77% | 144,637 | $36.8M | Reduce -2.1% |
| VOO Vanguard S&P 500 ETF | 6.44% | 30,339 | $18.6M | Add +38.8% |
| LLY Eli Lilly & Co. | 6.04% | 22,822 | $17.4M | Reduce -5.4% |
| V Visa Inc. Class A | 5.74% | 48,489 | $16.6M | Reduce -2.5% |
| SCHG Schwab US Large-Cap Growth | 4.87% | 440,538 | $14.1M | Add +25.2% |
| HD Home Depot Inc. | 4.47% | 31,838 | $12.9M | Add +4.7% |
| COST Costco Wholesale Corp. | 4.13% | 12,884 | $11.9M | Reduce -3.6% |
| MCK McKesson Corp. | 3.51% | 13,109 | $10.1M | Reduce -7.6% |
| MA Mastercard Inc. Class A | 2.92% | 14,783 | $8.4M | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 2.51% | 22,966 | $7.2M | Add +2.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.47% | 49,293 | $7.1M | Reduce -1.0% |
| NVDA Nvidia Corp. | 2.46% | 37,972 | $7.1M | Add +14.1% |
| AMZN Amazon.com Inc. | 2.42% | 31,848 | $7.0M | Add +5.5% |
| SCHX Schwab US Large-Cap ETF | 2.35% | 257,672 | $6.8M | Add +99.7% |
| PLTR Palantir Technologies Inc. Class A | 1.51% | 23,863 | $4.4M | Add +17.0% |
| ADP Automatic Data Processing | 1.46% | 14,382 | $4.2M | Reduce -5.2% |
| COR Cencora Inc. | 1.19% | 11,005 | $3.4M | Reduce -7.1% |
| NOC Northrop Grumman Corp. | 1.04% | 4,937 | $3.0M | Reduce -1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.94% | 5,385 | $2.7M | Reduce -23.4% |
| GOOGL Alphabet Inc. Class A | 0.88% | 10,401 | $2.5M | Add +66.1% |
| AVGO Broadcom Inc. | 0.80% | 7,010 | $2.3M | Add +89.3% |
| META Meta Platforms Inc. Class A | 0.76% | 2,983 | $2.2M | Add +30.3% |
| ACN Accenture PLC Class A | 0.74% | 8,685 | $2.1M | Reduce -17.8% |
| VGT Vanguard Info Tech ETF | 0.72% | 2,784 | $2.1M | Add +0.0% |
| GOOG Alphabet Inc. Class C | 0.68% | 8,056 | $2.0M | Add +62.1% |
| SCHB Schwab US Broad Market ETF | 0.65% | 72,838 | $1.9M | Reduce -0.2% |
| ABT Abbott Laboratories | 0.63% | 13,576 | $1.8M | Reduce -4.3% |
| SYK Stryker Corp. | 0.55% | 4,329 | $1.6M | Reduce -1.8% |
| JNJ Johnson & Johnson | 0.48% | 7,451 | $1.4M | Reduce -4.6% |
| MCD McDonald's Corp. | 0.42% | 3,994 | $1.2M | Reduce -10.8% |
| SPMO Invesco S&P 500 Momentum ETF | 0.40% | 9,585 | $1.2M | Add +0.8% |
| IVV iShares Core S&P 500 ETF | 0.38% | 1,635 | $1.1M | Add +85.2% |
| ROST Ross Stores Inc. | 0.34% | 6,524 | $994K | Reduce -2.1% |
| PG The Procter & Gamble Co. | 0.33% | 6,256 | $961K | Reduce -6.0% |
| MNST Monster Beverage Corp. | 0.33% | 14,078 | $948K | No change |
| GE General Electric filed as GE AEROSPACE | 0.28% | 2,730 | $821K | Add +39.0% |
| ROL Rollins Inc. | 0.28% | 13,580 | $798K | Reduce -14.7% |
| RSG Republic Services Inc. | 0.27% | 3,444 | $790K | Reduce -29.2% |
| KO The Coca-Cola Co. | 0.27% | 11,622 | $771K | Reduce -0.8% |
| IWF iShares Russell 1000 Growth | 0.26% | 1,572 | $737K | Add +11.7% |
| NKE Nike Inc. Class B | 0.24% | 9,770 | $681K | Reduce -2.6% |
| MAR Marriott International Class A | 0.23% | 2,555 | $665K | Reduce -2.6% |
| LHX L3HARRIS Technologies Inc. | 0.22% | 2,060 | $629K | Add +1.5% |
| WM Waste Management Inc. | 0.22% | 2,835 | $626K | Reduce -33.6% |
| COF Capital One Financial Corp. | 0.21% | 2,811 | $598K | No change |
| IJH iShares Core S&P Midcap ETF | 0.20% | 8,943 | $584K | Reduce -1.3% |
| WMT Walmart Inc. | 0.20% | 5,507 | $568K | Add +17.4% |
| TSLA Tesla Inc. | 0.20% | 1,266 | $563K | No change |
| NFLX Netflix Inc. | 0.18% | 434 | $520K | Reduce -12.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.18% | 1,790 | $505K | Reduce -46.6% |
| QQQM Invesco Nasdaq 100 ETF | 0.17% | 2,000 | $494K | No change |
| CTAS Cintas Corp. | 0.17% | 2,387 | $490K | Reduce -1.7% |
| XOM Exxon Mobil Corp. | 0.16% | 4,109 | $463K | Reduce -2.1% |
| ABBV Abbvie Inc. | 0.16% | 1,951 | $452K | Reduce -10.6% |
| GS Goldman Sachs Group Inc. | 0.16% | 565 | $450K | Add +33.3% |
| AZO AutoZone Inc. | 0.15% | 103 | $442K | Add +2.0% |
| T AT&T Inc. | 0.15% | 15,177 | $429K | Reduce -2.9% |
| PEP Pepsico Inc. | 0.15% | 3,049 | $428K | Reduce -14.2% |
| IYY iShares Dow Jones U.S. ETF | 0.13% | 2,395 | $389K | Add +0.3% |
| FHN First Horizon Corp. | 0.13% | 17,189 | $389K | Reduce -31.3% |
| ETN Eaton Corp. PLC | 0.13% | 1,038 | $388K | Reduce -8.9% |
| AXP American Express Co. | 0.13% | 1,140 | $379K | Reduce -0.3% |
| ORCL Oracle Corp. | 0.13% | 1,300 | $366K | New |
| SSB Southstate Bank Corp. | 0.12% | 3,575 | $353K | No change |
| DUK Duke Energy Corp. | 0.12% | 2,798 | $346K | Add +0.1% |
| HON Honeywell International Inc. | 0.12% | 1,593 | $335K | Reduce -0.1% |
| LMT Lockheed Martin Corp. | 0.11% | 661 | $330K | Reduce -9.6% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.11% | 814 | $327K | No change |
| ICE Intercontinental Exchange Inc. | 0.11% | 1,883 | $317K | Add +22.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 951 | $312K | Reduce -69.4% |
| MRK Merck & Co. Inc. | 0.11% | 3,611 | $303K | Reduce -9.0% |
| NSC Norfolk Southern Corp. | 0.10% | 1,004 | $302K | Add +0.4% |
| WPC WP Carey Inc. | 0.10% | 4,218 | $285K | Add +0.9% |
| VTC Vanguard Total Corporate BND | 0.10% | 3,632 | $285K | No change |
| MO Altria Group Inc. | 0.10% | 4,265 | $282K | Reduce -15.3% |
| TFC Truist Financial Corp. | 0.10% | 6,109 | $279K | Reduce -2.2% |
| SCHD Schwab US DVD Equity ETF | 0.10% | 10,149 | $277K | Add +0.9% |
| IYW iShares Ustechnology ETF | 0.10% | 1,407 | $276K | No change |
| ED Consolidated Edison Inc. | 0.09% | 2,715 | $273K | Reduce -0.6% |
| YUM Yum! Brands Inc. | 0.09% | 1,753 | $266K | Reduce -10.5% |
| IWY iShares Russell Top 200 Grow | 0.09% | 950 | $260K | No change |
| CMCSA Comcast Corp. Class A | 0.09% | 8,200 | $258K | Add +0.9% |
| LOW Lowe's Cos Inc. | 0.09% | 1,021 | $256K | Add +0.4% |
| CAT Caterpillar Inc. | 0.09% | 532 | $254K | New |
| DHR Danaher Corp. | 0.08% | 1,234 | $245K | Reduce -2.0% |
| VYM Vanguard High DVD Yield ETF | 0.08% | 1,641 | $231K | Add +0.4% |
| TXN Texas Instruments Inc. | 0.08% | 1,243 | $228K | Add +0.6% |
| TRV The Travelers Cos Inc. | 0.08% | 807 | $225K | Reduce -27.8% |
| CB Chubb Ltd. | 0.08% | 787 | $222K | Reduce -55.2% |
| BND Vanguard Total Bond Market | 0.08% | 2,920 | $217K | Reduce -6.1% |
| ATO Atmos Energy Corp. | 0.08% | 1,270 | $217K | Reduce -7.1% |
| WFC Wells Fargo & Co. | 0.07% | 2,515 | $211K | No change |
| MDLZ Mondelez International Inc. Class A | 0.07% | 3,297 | $206K | Reduce -3.8% |
| PH Parker Hannifin Corp. | 0.07% | 269 | $204K | New |
| SCHK Schwab 1000 Index ETF | 0.06% | 5,218 | $168K | Add +0.3% |
| IWO iShares Russell 2000 Growth | 0.05% | 491 | $157K | Reduce -0.2% |
| SCHF Schwab Intl Equity ETF | 0.05% | 6,559 | $153K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.05% | 1,514 | $145K | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.03% | 428 | $80K | Add +0.5% |
Portfolio Sells Q2 2025 → Q3 2025
| LLY Eli Lilly & Co. | Reduce -5.4% | 6.04% | −1.14 |
| MSFT Microsoft Corp. | Reduce -1.9% | 12.91% | −1.00 |
| V Visa Inc. Class A | Reduce -2.5% | 5.74% | −1.00 |
| COST Costco Wholesale Corp. | Reduce -3.6% | 4.13% | −0.91 |
| ACN Accenture PLC Class A | Reduce -17.8% | 0.74% | −0.46 |
| MCK McKesson Corp. | Reduce -7.6% | 3.51% | −0.46 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -23.4% | 0.94% | −0.36 |
| ADP Automatic Data Processing | Reduce -5.2% | 1.46% | −0.32 |
| MA Mastercard Inc. Class A | Reduce -0.5% | 2.92% | −0.27 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -69.4% | 0.11% | −0.25 |
| IBM Intl Business Machines Corp. | Reduce -46.6% | 0.18% | −0.20 |
| RSG Republic Services Inc. | Reduce -29.2% | 0.27% | −0.18 |
| COR Cencora Inc. | Reduce -7.1% | 1.19% | −0.16 |
| WM Waste Management Inc. | Reduce -33.6% | 0.22% | −0.16 |
| SAP Sap SE-Sponsored ADR | Sold out | 0.00% | −0.14 |
| CB Chubb Ltd. | Reduce -55.2% | 0.08% | −0.12 |
| PM Philip Morris International | Sold out | 0.00% | −0.11 |
| SYK Stryker Corp. | Reduce -1.8% | 0.55% | −0.11 |
| ABT Abbott Laboratories | Reduce -4.3% | 0.63% | −0.11 |
| MCD McDonald's Corp. | Reduce -10.8% | 0.42% | −0.08 |
| NFLX Netflix Inc. | Reduce -12.2% | 0.18% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -6.0% | 0.33% | −0.07 |
| FHN First Horizon Corp. | Reduce -31.3% | 0.13% | −0.07 |
| ROL Rollins Inc. | Reduce -14.7% | 0.28% | −0.07 |
| KO The Coca-Cola Co. | Reduce -0.8% | 0.27% | −0.05 |
| MAR Marriott International Class A | Reduce -2.6% | 0.23% | −0.04 |
| CTAS Cintas Corp. | Reduce -1.7% | 0.17% | −0.04 |
| TRV The Travelers Cos Inc. | Reduce -27.8% | 0.08% | −0.04 |
| NKE Nike Inc. Class B | Reduce -2.6% | 0.24% | −0.04 |
| PEP Pepsico Inc. | Reduce -14.2% | 0.15% | −0.03 |
| HON Honeywell International Inc. | Reduce -0.1% | 0.12% | −0.03 |
| T AT&T Inc. | Reduce -2.9% | 0.15% | −0.02 |
| ETN Eaton Corp. PLC | Reduce -8.9% | 0.13% | −0.02 |
| YUM Yum! Brands Inc. | Reduce -10.5% | 0.09% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -3.8% | 0.07% | −0.02 |
| MO Altria Group Inc. | Reduce -15.3% | 0.10% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -9.0% | 0.11% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -9.6% | 0.11% | −0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -0.2% | 0.65% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.3% | 0.20% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -6.1% | 0.08% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -2.1% | 0.16% | −0.01 |
| ED Consolidated Edison Inc. | Reduce -0.6% | 0.09% | −0.01 |
| DHR Danaher Corp. | Reduce -2.0% | 0.08% | −0.01 |
| AXP American Express Co. | Reduce -0.3% | 0.13% | −0.01 |
| TFC Truist Financial Corp. | Reduce -2.2% | 0.10% | −0.01 |
| ATO Atmos Energy Corp. | Reduce -7.1% | 0.08% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -9.4% | 0.02% | −0.00 |
| VPU Vanguard Utilities ETF | Reduce -37.5% | 0.00% | −0.00 |
| IWO iShares Russell 2000 Growth | Reduce -0.2% | 0.05% | +0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| VOO Vanguard S&P 500 ETF | Add +38.8% | 6.44% | +1.70 |
| SCHX Schwab US Large-Cap ETF | Add +99.7% | 2.35% | +1.15 |
| SCHG Schwab US Large-Cap Growth | Add +25.2% | 4.87% | +0.95 |
| GOOGL Alphabet Inc. Class A | Add +66.1% | 0.88% | +0.46 |
| NVDA Nvidia Corp. | Add +14.1% | 2.46% | +0.45 |
| PLTR Palantir Technologies Inc. Class A | Add +17.0% | 1.51% | +0.45 |
| AVGO Broadcom Inc. | Add +89.3% | 0.80% | +0.41 |
| GOOG Alphabet Inc. Class C | Add +62.1% | 0.68% | +0.34 |
| HD Home Depot Inc. | Add +4.7% | 4.47% | +0.22 |
| IVV iShares Core S&P 500 ETF | Add +85.2% | 0.38% | +0.17 |
| ORCL Oracle Corp. | New | 0.13% | +0.13 |
| META Meta Platforms Inc. Class A | Add +30.3% | 0.76% | +0.12 |
| GE General Electric | Add +39.0% | 0.28% | +0.09 |
| CAT Caterpillar Inc. | New | 0.09% | +0.09 |
| PH Parker Hannifin Corp. | New | 0.07% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +2.9% | 2.51% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +33.3% | 0.16% | +0.04 |
| IWF iShares Russell 1000 Growth | Add +11.7% | 0.26% | +0.03 |
| LHX L3HARRIS Technologies Inc. | Add +1.5% | 0.22% | +0.02 |
| WMT Walmart Inc. | Add +17.4% | 0.20% | +0.02 |
| VGT Vanguard Info Tech ETF | Add +0.0% | 0.72% | +0.02 |
| VONG Vanguard Russell 1000 Growth | New | 0.02% | +0.02 |
| AZO AutoZone Inc. | Add +2.0% | 0.15% | +0.01 |
| NSC Norfolk Southern Corp. | Add +0.4% | 0.10% | +0.01 |
| LOW Lowe's Cos Inc. | Add +0.4% | 0.09% | +0.00 |
| ICE Intercontinental Exchange Inc. | Add +22.9% | 0.11% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +0.6% | 0.01% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.2% | 0.01% | 0.00 |
| SCHV Schwab US Large-Cap Value | Add +0.5% | 0.00% | −0.00 |
| SCYB Schwab High Yield Bond ETF | Add +1.8% | 0.00% | −0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +3.7% | 0.00% | −0.00 |
| BNDW Vanguard Total World Bond Et | Add +3.5% | 0.00% | −0.00 |
| IWS iShares Russell Mid-Cap Valu | Add +0.5% | 0.01% | −0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.3% | 0.02% | −0.00 |
| WPC WP Carey Inc. | Add +0.9% | 0.10% | −0.00 |
| IJT iShares S&P Small-Cap 600 GR | Add +0.2% | 0.03% | −0.00 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +0.2% | 0.03% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.5% | 0.03% | −0.00 |
| SCHK Schwab 1000 Index ETF | Add +0.3% | 0.06% | −0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.1% | 0.05% | −0.00 |
| IYY iShares Dow Jones U.S. ETF | Add +0.3% | 0.13% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Add +0.4% | 0.08% | −0.00 |
| SPMO Invesco S&P 500 Momentum ETF | Add +0.8% | 0.40% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Add +0.9% | 0.10% | −0.01 |
| DUK Duke Energy Corp. | Add +0.1% | 0.12% | −0.01 |
| TXN Texas Instruments Inc. | Add +0.6% | 0.08% | −0.02 |
| CMCSA Comcast Corp. Class A | Add +0.9% | 0.09% | −0.02 |
| AMZN Amazon.com Inc. | Add +5.5% | 2.42% | −0.10 |
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 |