Peachtree Investment Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Peachtree Investment Partners, LLC reported 127 stock positions worth $301.3 million. Its top holding was Apple (AAPL) at 12.9% of the portfolio, followed by Microsoft (MSFT, 11.1%) and Eli Lilly (LLY, 8.1%). Compared with Q3 2025, it opened 8 new positions, sold out of 9, added to 51 and reduced 49. The biggest buy was a new position in SS SPDR S&P 500 ETF Trust-US (SPY) and the biggest sale Microsoft (MSFT, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- INDIAN RIVER SHORES,, FL
- CIK
- 0001743863
- Portfolio Value
- $301.3M (Q4 2025)
- SEC Filing
- 0001398344-26-002709 ↗ filed Feb 11, 2026
Holdings Value
Holdings 127 stocks · $301.3M
| AAPL Apple Inc. | 12.95% | 143,531 | $39.0M | Reduce -0.8% |
| MSFT Microsoft Corp. | 11.11% | 69,198 | $33.5M | Reduce -3.8% |
| LLY Eli Lilly & Co. | 8.09% | 22,687 | $24.4M | Reduce -0.6% |
| VOO Vanguard S&P 500 ETF | 6.29% | 30,218 | $19.0M | Reduce -0.4% |
| V Visa Inc. Class A | 5.47% | 47,023 | $16.5M | Reduce -3.0% |
| SCHG Schwab US Large-Cap Growth | 5.07% | 468,030 | $15.3M | Add +6.2% |
| MCK McKesson Corp. | 3.71% | 13,622 | $11.2M | Add +3.9% |
| COST Costco Wholesale Corp. | 3.47% | 12,135 | $10.5M | Reduce -5.8% |
| HD Home Depot Inc. | 3.47% | 30,388 | $10.5M | Reduce -4.5% |
| SCHX Schwab US Large-Cap ETF | 3.38% | 378,722 | $10.2M | Add +47.0% |
| MA Mastercard Inc. Class A | 2.70% | 14,241 | $8.1M | Reduce -3.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.57% | 50,405 | $7.7M | Add +2.3% |
| JPM JPMorgan Chase & Co. | 2.46% | 22,986 | $7.4M | Add +0.1% |
| AMZN Amazon.com Inc. | 2.44% | 31,825 | $7.3M | Reduce -0.1% |
| NVDA Nvidia Corp. | 2.40% | 38,833 | $7.2M | Add +2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.64% | 7,249 | $4.9M | New |
| COR Cencora Inc. | 1.36% | 12,112 | $4.1M | Add +10.1% |
| GOOGL Alphabet Inc. Class A | 1.29% | 12,450 | $3.9M | Add +19.7% |
| PLTR Palantir Technologies Inc. Class A | 1.19% | 20,117 | $3.6M | Reduce -15.7% |
| ADP Automatic Data Processing | 0.96% | 11,243 | $2.9M | Reduce -21.8% |
| GOOG Alphabet Inc. Class C | 0.95% | 9,149 | $2.9M | Add +13.6% |
| NOC Northrop Grumman Corp. | 0.87% | 4,604 | $2.6M | Reduce -6.7% |
| AVGO Broadcom Inc. | 0.87% | 7,584 | $2.6M | Add +8.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.81% | 4,829 | $2.4M | Reduce -10.3% |
| ACN Accenture PLC Class A | 0.69% | 7,767 | $2.1M | Reduce -10.6% |
| VGT Vanguard Info Tech ETF | 0.68% | 2,718 | $2.0M | Reduce -2.4% |
| SCHB Schwab US Broad Market ETF | 0.66% | 75,941 | $2.0M | Add +4.3% |
| JNJ Johnson & Johnson | 0.63% | 9,156 | $1.9M | Add +22.9% |
| ABT Abbott Laboratories | 0.56% | 13,517 | $1.7M | Reduce -0.4% |
| SYK Stryker Corp. | 0.51% | 4,388 | $1.5M | Add +1.4% |
| META Meta Platforms Inc. Class A | 0.43% | 1,975 | $1.3M | Reduce -33.8% |
| ROST Ross Stores Inc. | 0.43% | 7,118 | $1.3M | Add +9.1% |
| MCD McDonald's Corp. | 0.41% | 4,084 | $1.2M | Add +2.3% |
| ROL Rollins Inc. | 0.40% | 19,918 | $1.2M | Add +46.7% |
| SPMO Invesco S&P 500 Momentum ETF | 0.38% | 9,585 | $1.1M | No change |
| MNST Monster Beverage Corp. | 0.36% | 14,078 | $1.1M | No change |
| GS Goldman Sachs Group Inc. | 0.35% | 1,188 | $1.0M | Add +110.3% |
| GE General Electric filed as GE AEROSPACE | 0.33% | 3,261 | $1.0M | Add +19.4% |
| COF Capital One Financial Corp. | 0.27% | 3,398 | $824K | Add +20.9% |
| PG The Procter & Gamble Co. | 0.27% | 5,603 | $803K | Reduce -10.4% |
| IVV iShares Core S&P 500 ETF | 0.26% | 1,137 | $779K | Reduce -30.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 2,527 | $748K | Add +41.2% |
| IWF iShares Russell 1000 Growth | 0.25% | 1,574 | $745K | Add +0.1% |
| MAR Marriott International Class A | 0.25% | 2,398 | $744K | Reduce -6.1% |
| KO The Coca-Cola Co. | 0.22% | 9,650 | $675K | Reduce -17.0% |
| WMT Walmart Inc. | 0.22% | 6,006 | $669K | Add +9.1% |
| NKE Nike Inc. Class B | 0.20% | 9,367 | $597K | Reduce -4.1% |
| CAT Caterpillar Inc. | 0.20% | 1,036 | $594K | Add +94.7% |
| LHX L3HARRIS Technologies Inc. | 0.20% | 2,017 | $592K | Reduce -2.1% |
| IJH iShares Core S&P Midcap ETF | 0.20% | 8,928 | $589K | Reduce -0.2% |
| TSLA Tesla Inc. | 0.19% | 1,271 | $572K | Add +0.4% |
| AXP American Express Co. | 0.18% | 1,497 | $554K | Add +31.3% |
| ABBV Abbvie Inc. | 0.16% | 2,126 | $486K | Add +9.0% |
| XOM Exxon Mobil Corp. | 0.15% | 3,832 | $461K | Reduce -6.7% |
| QQQM Invesco Nasdaq 100 ETF | 0.15% | 1,750 | $443K | Reduce -12.5% |
| C Citigroup Inc. | 0.14% | 3,681 | $430K | New |
| FHN First Horizon Corp. | 0.14% | 17,189 | $411K | No change |
| IYY iShares Dow Jones U.S. ETF | 0.13% | 2,402 | $398K | Add +0.3% |
| PEP Pepsico Inc. | 0.13% | 2,773 | $398K | Reduce -9.1% |
| GLW Corning Inc. | 0.11% | 3,919 | $343K | New |
| SSB Southstate Bank Corp. | 0.11% | 3,575 | $336K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.11% | 814 | $336K | No change |
| DUK Duke Energy Corp. | 0.11% | 2,787 | $327K | Reduce -0.4% |
| LMT Lockheed Martin Corp. | 0.11% | 664 | $321K | Add +0.5% |
| CTAS Cintas Corp. | 0.11% | 1,699 | $319K | Reduce -28.8% |
| ETN Eaton Corp. PLC | 0.10% | 973 | $310K | Reduce -6.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.10% | 917 | $308K | Reduce -3.6% |
| GLD SPDR Gold Shares | 0.10% | 766 | $304K | New |
| HON Honeywell International Inc. | 0.10% | 1,536 | $300K | Reduce -3.6% |
| TFC Truist Financial Corp. | 0.10% | 5,989 | $295K | Reduce -2.0% |
| NSC Norfolk Southern Corp. | 0.10% | 1,007 | $291K | Add +0.3% |
| VTC Vanguard Total Corporate BND | 0.09% | 3,632 | $282K | No change |
| IYW iShares Ustechnology ETF | 0.09% | 1,407 | $281K | No change |
| GEV GE Vernova Inc. | 0.09% | 416 | $272K | New |
| YUM Yum! Brands Inc. | 0.09% | 1,754 | $265K | Add +0.1% |
| IWY iShares Russell Top 200 Grow | 0.09% | 950 | $263K | No change |
| ED Consolidated Edison Inc. | 0.09% | 2,627 | $261K | Reduce -3.2% |
| MO Altria Group Inc. | 0.09% | 4,515 | $260K | Add +5.9% |
| DHR Danaher Corp. | 0.09% | 1,133 | $259K | Reduce -8.2% |
| LOW Lowe's Cos Inc. | 0.08% | 1,025 | $247K | Add +0.4% |
| CMCSA Comcast Corp. Class A | 0.08% | 8,140 | $243K | Reduce -0.7% |
| SCHD Schwab US DVD Equity ETF | 0.08% | 8,773 | $241K | Reduce -13.6% |
| WFC Wells Fargo & Co. | 0.08% | 2,565 | $239K | Add +2.0% |
| VYM Vanguard High DVD Yield ETF | 0.08% | 1,649 | $237K | Add +0.5% |
| TRV The Travelers Cos Inc. | 0.08% | 783 | $227K | Reduce -3.0% |
| RSG Republic Services Inc. | 0.07% | 1,042 | $221K | Reduce -69.7% |
| TXN Texas Instruments Inc. | 0.07% | 1,251 | $217K | Add +0.6% |
| BND Vanguard Total Bond Market | 0.07% | 2,920 | $216K | No change |
| CB Chubb Ltd. | 0.07% | 672 | $210K | Reduce -14.6% |
| MRK Merck & Co. Inc. | 0.07% | 1,989 | $209K | Reduce -44.9% |
| AMGN Amgen Inc. | 0.07% | 632 | $207K | New |
| WM Waste Management Inc. | 0.07% | 932 | $205K | Reduce -67.1% |
| TMO Thermo Fisher Scientific Inc. | 0.07% | 352 | $204K | New |
| ATO Atmos Energy Corp. | 0.07% | 1,214 | $203K | Reduce -4.4% |
| SCHK Schwab 1000 Index ETF | 0.06% | 5,234 | $172K | Add +0.3% |
| SCHF Schwab Intl Equity ETF | 0.05% | 6,660 | $160K | Add +1.5% |
| IWO iShares Russell 2000 Growth | 0.05% | 479 | $155K | Reduce -2.4% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.05% | 1,495 | $145K | Reduce -1.3% |
| IJT iShares S&P Small-Cap 600 GR | 0.02% | 521 | $73K | Add +0.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.02% | 320 | $68K | Add +0.9% |
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -3.8% | 11.11% | −1.80 |
| HD Home Depot Inc. | Reduce -4.5% | 3.47% | −1.00 |
| COST Costco Wholesale Corp. | Reduce -5.8% | 3.47% | −0.66 |
| ADP Automatic Data Processing | Reduce -21.8% | 0.96% | −0.50 |
| META Meta Platforms Inc. Class A | Reduce -33.8% | 0.43% | −0.33 |
| PLTR Palantir Technologies Inc. Class A | Reduce -15.7% | 1.19% | −0.32 |
| V Visa Inc. Class A | Reduce -3.0% | 5.47% | −0.27 |
| MA Mastercard Inc. Class A | Reduce -3.7% | 2.70% | −0.22 |
| RSG Republic Services Inc. | Reduce -69.7% | 0.07% | −0.20 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.18 |
| NOC Northrop Grumman Corp. | Reduce -6.7% | 0.87% | −0.17 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.15 |
| VOO Vanguard S&P 500 ETF | Reduce -0.4% | 6.29% | −0.15 |
| WM Waste Management Inc. | Reduce -67.1% | 0.07% | −0.15 |
| T AT&T Inc. | Sold out | 0.00% | −0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -10.3% | 0.81% | −0.13 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.13 |
| IVV iShares Core S&P 500 ETF | Reduce -30.5% | 0.26% | −0.12 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.11 |
| WPC WP Carey Inc. | Sold out | 0.00% | −0.10 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.07 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.07 |
| ABT Abbott Laboratories | Reduce -0.4% | 0.56% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -10.4% | 0.27% | −0.07 |
| CTAS Cintas Corp. | Reduce -28.8% | 0.11% | −0.06 |
| ACN Accenture PLC Class A | Reduce -10.6% | 0.69% | −0.05 |
| KO The Coca-Cola Co. | Reduce -17.0% | 0.22% | −0.04 |
| VGT Vanguard Info Tech ETF | Reduce -2.4% | 0.68% | −0.04 |
| NKE Nike Inc. Class B | Reduce -4.1% | 0.20% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -44.9% | 0.07% | −0.04 |
| ETN Eaton Corp. PLC | Reduce -6.3% | 0.10% | −0.03 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -12.5% | 0.15% | −0.02 |
| LHX L3HARRIS Technologies Inc. | Reduce -2.1% | 0.20% | −0.02 |
| HON Honeywell International Inc. | Reduce -3.6% | 0.10% | −0.02 |
| PEP Pepsico Inc. | Reduce -9.1% | 0.13% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -13.6% | 0.08% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -55.1% | 0.01% | −0.02 |
| DUK Duke Energy Corp. | Reduce -0.4% | 0.11% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -0.7% | 0.08% | −0.01 |
| ED Consolidated Edison Inc. | Reduce -3.2% | 0.09% | −0.01 |
| ATO Atmos Energy Corp. | Reduce -4.4% | 0.07% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -6.7% | 0.15% | −0.01 |
| CB Chubb Ltd. | Reduce -14.6% | 0.07% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.2% | 0.20% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.6% | 0.10% | −0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -12.5% | 0.02% | −0.00 |
| IWD iShares Russell 1000 Value E | Reduce -20.8% | 0.01% | −0.00 |
| IWO iShares Russell 2000 Growth | Reduce -2.4% | 0.05% | −0.00 |
| TRV The Travelers Cos Inc. | Reduce -3.0% | 0.08% | −0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -1.3% | 0.05% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| SPY SS SPDR S&P 500 ETF Trust-US | New | 1.64% | +1.64 |
| SCHX Schwab US Large-Cap ETF | Add +47.0% | 3.38% | +1.03 |
| GOOGL Alphabet Inc. Class A | Add +19.7% | 1.29% | +0.42 |
| GOOG Alphabet Inc. Class C | Add +13.6% | 0.95% | +0.27 |
| MCK McKesson Corp. | Add +3.9% | 3.71% | +0.20 |
| SCHG Schwab US Large-Cap Growth | Add +6.2% | 5.07% | +0.19 |
| GS Goldman Sachs Group Inc. | Add +110.3% | 0.35% | +0.19 |
| COR Cencora Inc. | Add +10.1% | 1.36% | +0.17 |
| JNJ Johnson & Johnson | Add +22.9% | 0.63% | +0.15 |
| C Citigroup Inc. | New | 0.14% | +0.14 |
| ROL Rollins Inc. | Add +46.7% | 0.40% | +0.12 |
| GLW Corning Inc. | New | 0.11% | +0.11 |
| CAT Caterpillar Inc. | Add +94.7% | 0.20% | +0.11 |
| GLD SPDR Gold Shares | New | 0.10% | +0.10 |
| TJX TJX Companies Inc. | Add +2.3% | 2.57% | +0.10 |
| GEV GE Vernova Inc. | New | 0.09% | +0.09 |
| ROST Ross Stores Inc. | Add +9.1% | 0.43% | +0.08 |
| IBM Intl Business Machines Corp. | Add +41.2% | 0.25% | +0.07 |
| AVGO Broadcom Inc. | Add +8.2% | 0.87% | +0.07 |
| AMGN Amgen Inc. | New | 0.07% | +0.07 |
| TMO Thermo Fisher Scientific Inc. | New | 0.07% | +0.07 |
| COF Capital One Financial Corp. | Add +20.9% | 0.27% | +0.07 |
| AXP American Express Co. | Add +31.3% | 0.18% | +0.05 |
| GE General Electric | Add +19.4% | 0.33% | +0.05 |
| WMT Walmart Inc. | Add +9.1% | 0.22% | +0.03 |
| SCHB Schwab US Broad Market ETF | Add +4.3% | 0.66% | +0.01 |
| WFC Wells Fargo & Co. | Add +2.0% | 0.08% | +0.01 |
| TLT iShares 20+ Year Treasury BD | New | 0.01% | +0.01 |
| ABBV Abbvie Inc. | Add +9.0% | 0.16% | +0.00 |
| SCHF Schwab Intl Equity ETF | Add +1.5% | 0.05% | +0.00 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Add +4.5% | 0.00% | 0.00 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +2.2% | 0.00% | 0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +1.1% | 0.00% | 0.00 |
| VFH Vanguard Financials ETF | Add +2.3% | 0.00% | 0.00 |
| BNDW Vanguard Total World Bond Et | Add +4.7% | 0.00% | 0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +3.3% | 0.01% | 0.00 |
| IVE iShares S&P 500 Value ETF | Add +1.7% | 0.00% | −0.00 |
| SCHV Schwab US Large-Cap Value | Add +0.5% | 0.00% | −0.00 |
| SCHM Schwab US Mid Cap ETF | Add +0.5% | 0.00% | −0.00 |
| SCYB Schwab High Yield Bond ETF | Add +2.1% | 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 +0.9% | 0.02% | −0.00 |
| IJT iShares S&P Small-Cap 600 GR | Add +0.4% | 0.02% | −0.00 |
| SCHK Schwab 1000 Index ETF | Add +0.3% | 0.06% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Add +0.5% | 0.08% | −0.00 |
| IYY iShares Dow Jones U.S. ETF | Add +0.3% | 0.13% | −0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +3.5% | 0.00% | −0.00 |
| YUM Yum! Brands Inc. | Add +0.1% | 0.09% | −0.00 |
| TSLA Tesla Inc. | Add +0.4% | 0.19% | −0.01 |
| MCD McDonald's Corp. | Add +2.3% | 0.41% | −0.01 |
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 |