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

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 Q2 2025 Q3 2025: $288.4M Q3 2025 Q4 2025: $301.3M $301.3M Q4 2025 Q1 2026: $262.4M Q1 2026 Q2 2026: $311.9M Q2 2026

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%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.02% 370 $66K Reduce -12.5%
IUSG iShares Core S&P U.S. Growth 0.02% 306 $51K No change
VONG Vanguard Russell 1000 Growth 0.01% 363 $44K No change
IWM iShares Russell 2000 ETF 0.01% 167 $41K No change
IWD iShares Russell 1000 Value E 0.01% 191 $40K Reduce -20.8%
IWB iShares Russell 1000 ETF 0.01% 105 $39K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.01% 192 $37K Reduce -55.1%
IWS iShares Russell Mid-Cap Valu 0.01% 194 $27K Add +0.5%
VB Vanguard Most SM-Cap ETF-Usd 0.01% 95 $24K Add +3.3%
VUG Vanguard Mrngstar GR ETF-Sui 0.01% 50 $24K No change
SCHR Schwab Intermediate-Term US 0.01% 700 $18K No change
TLT iShares 20+ Year Treasury BD 0.01% 200 $17K New
SCHZ Schwab US Aggregate Bond ETF 0.01% 650 $15K No change
IVE iShares S&P 500 Value ETF 0.00% 59 $12K Add +1.7%
IWN iShares Russell 2000 Value E 0.00% 68 $12K No change
SCHV Schwab US Large-Cap Value 0.00% 398 $12K Add +0.5%
VHT Vanguard Health Care ETF 0.00% 41 $12K No change
BNDW Vanguard Total World Bond Et 0.00% 155 $11K Add +4.7%
SCYB Schwab High Yield Bond ETF 0.00% 343 $9K Add +2.1%
IJR iShares Core S&P Small-Cap E 0.00% 67 $8K No change
SCHM Schwab US Mid Cap ETF 0.00% 220 $7K Add +0.5%
VFH Vanguard Financials ETF 0.00% 45 $6K Add +2.3%
VPU Vanguard Utilities ETF 0.00% 30 $6K Reduce -40.0%
FNDX Schwab Fndmntl US LRG Co. ETF 0.00% 88 $2K Add +1.1%
FNDE Schwab Fndmntl Em MRK Eq ETF 0.00% 46 $2K Add +4.5%
BSV Vanguard Short-Term Bond ETF 0.00% 146 $2K Add +3.5%
FNDA Schwab Fndmntl US SM Co. ETF 0.00% 47 $1K Add +2.2%

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

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