Peachtree Investment Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Peachtree Investment Partners, LLC reported 129 stock positions worth $262.4 million. Its top holding was Apple (AAPL) at 13.6% of the portfolio, followed by Microsoft (MSFT, 9.0%) and Eli Lilly (LLY, 7.6%). Compared with Q4 2025, it opened 9 new positions, sold out of 7, added to 47 and reduced 50. The biggest buy was Schwab US DVD Equity ETF (SCHD, shares +1893%) and the biggest sale Microsoft (MSFT, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- INDIAN RIVER SHORES,, FL
- CIK
- 0001743863
- Portfolio Value
- $262.4M (Q1 2026)
- SEC Filing
- 0001398344-26-008727 ↗ filed May 8, 2026
Holdings Value
Holdings 129 stocks · $262.4M
| AAPL Apple Inc. | 13.56% | 140,163 | $35.6M | Reduce -2.4% |
| MSFT Microsoft Corp. | 9.01% | 63,849 | $23.6M | Reduce -7.7% |
| LLY Eli Lilly & Co. | 7.63% | 21,778 | $20.0M | Reduce -4.0% |
| VOO Vanguard S&P 500 ETF | 5.91% | 25,971 | $15.5M | Reduce -14.1% |
| V Visa Inc. Class A | 5.04% | 43,749 | $13.2M | Reduce -7.0% |
| COST Costco Wholesale Corp. | 4.38% | 11,529 | $11.5M | Reduce -5.0% |
| MCK McKesson Corp. | 4.35% | 13,203 | $11.4M | Reduce -3.1% |
| HD Home Depot Inc. | 3.65% | 29,127 | $9.6M | Reduce -4.2% |
| SCHG Schwab US Large-Cap Growth | 3.21% | 288,889 | $8.4M | Reduce -38.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.03% | 49,811 | $8.0M | Reduce -1.2% |
| NVDA Nvidia Corp. | 2.59% | 38,897 | $6.8M | Add +0.2% |
| MA Mastercard Inc. Class A | 2.51% | 13,185 | $6.6M | Reduce -7.4% |
| JPM JPMorgan Chase & Co. | 2.49% | 22,252 | $6.5M | Reduce -3.2% |
| AMZN Amazon.com Inc. | 2.30% | 28,991 | $6.0M | Reduce -8.9% |
| SCHD Schwab US DVD Equity ETF | 2.04% | 174,877 | $5.4M | Add +1893.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.77% | 7,145 | $4.6M | Reduce -1.4% |
| SCHX Schwab US Large-Cap ETF | 1.46% | 149,708 | $3.8M | Reduce -60.5% |
| COR Cencora Inc. | 1.42% | 11,822 | $3.7M | Reduce -2.4% |
| GOOGL Alphabet Inc. Class A | 1.30% | 11,869 | $3.4M | Reduce -4.7% |
| NOC Northrop Grumman Corp. | 1.28% | 4,911 | $3.4M | Add +6.7% |
| SCHB Schwab US Broad Market ETF | 1.11% | 115,637 | $2.9M | Add +52.3% |
| GOOG Alphabet Inc. Class C | 0.95% | 8,730 | $2.5M | Reduce -4.6% |
| JNJ Johnson & Johnson | 0.93% | 10,002 | $2.4M | Add +9.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.83% | 4,570 | $2.2M | Reduce -5.4% |
| ADP Automatic Data Processing | 0.80% | 10,350 | $2.1M | Reduce -7.9% |
| AVGO Broadcom Inc. | 0.72% | 6,100 | $1.9M | Reduce -19.6% |
| VGT Vanguard Info Tech ETF | 0.68% | 2,538 | $1.8M | Reduce -6.6% |
| ROST Ross Stores Inc. | 0.63% | 7,593 | $1.6M | Add +6.7% |
| PLTR Palantir Technologies Inc. Class A | 0.62% | 11,054 | $1.6M | Reduce -45.0% |
| KMB Kimberly-Clark Corp. | 0.59% | 15,987 | $1.5M | New |
| ACN Accenture PLC Class A | 0.57% | 7,537 | $1.5M | Reduce -3.0% |
| SYK Stryker Corp. | 0.56% | 4,444 | $1.5M | Add +1.3% |
| ABT Abbott Laboratories | 0.51% | 13,127 | $1.3M | Reduce -2.9% |
| MCD McDonald's Corp. | 0.49% | 4,133 | $1.3M | Add +1.2% |
| XOM Exxon Mobil Corp. | 0.47% | 7,245 | $1.2M | Add +89.1% |
| SPMO Invesco S&P 500 Momentum ETF | 0.43% | 10,027 | $1.1M | Add +4.6% |
| GLW Corning Inc. | 0.43% | 8,265 | $1.1M | Add +110.9% |
| LHX L3HARRIS Technologies Inc. | 0.38% | 2,863 | $988K | Add +41.9% |
| IVV iShares Core S&P 500 ETF | 0.37% | 1,491 | $974K | Add +31.1% |
| WMT Walmart Inc. | 0.32% | 6,820 | $848K | Add +13.6% |
| GE General Electric filed as GE AEROSPACE | 0.32% | 2,973 | $844K | Reduce -8.8% |
| MAR Marriott International Class A | 0.30% | 2,436 | $797K | Add +1.6% |
| KO The Coca-Cola Co. | 0.30% | 10,451 | $795K | Add +8.3% |
| ROL Rollins Inc. | 0.30% | 14,699 | $785K | Reduce -26.2% |
| CAT Caterpillar Inc. | 0.29% | 1,060 | $751K | Add +2.3% |
| PG The Procter & Gamble Co. | 0.28% | 5,145 | $743K | Reduce -8.2% |
| META Meta Platforms Inc. Class A | 0.27% | 1,246 | $713K | Reduce -36.9% |
| GS Goldman Sachs Group Inc. | 0.26% | 800 | $677K | Reduce -32.7% |
| IWF iShares Russell 1000 Growth | 0.25% | 1,550 | $661K | Reduce -1.5% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 8,804 | $595K | Reduce -1.4% |
| LMT Lockheed Martin Corp. | 0.21% | 911 | $551K | Add +37.2% |
| GEV GE Vernova Inc. | 0.21% | 618 | $540K | Add +48.6% |
| COF Capital One Financial Corp. | 0.19% | 2,789 | $509K | Reduce -17.9% |
| NKE Nike Inc. Class B | 0.19% | 9,299 | $491K | Reduce -0.7% |
| TSLA Tesla Inc. | 0.18% | 1,261 | $469K | Reduce -0.8% |
| CVX Chevron Corp. | 0.17% | 2,179 | $451K | New |
| PEP Pepsico Inc. | 0.16% | 2,763 | $429K | Reduce -0.4% |
| ABBV Abbvie Inc. | 0.16% | 1,951 | $424K | Reduce -8.2% |
| QQQM Invesco Nasdaq 100 ETF | 0.16% | 1,750 | $416K | No change |
| HON Honeywell International Inc. | 0.16% | 1,801 | $407K | Add +17.3% |
| FHN First Horizon Corp. | 0.15% | 17,189 | $391K | No change |
| DUK Duke Energy Corp. | 0.14% | 2,899 | $380K | Add +4.0% |
| GLD SPDR Gold Shares | 0.14% | 873 | $376K | Add +14.0% |
| ETN Eaton Corp. PLC | 0.14% | 1,003 | $359K | Add +3.1% |
| AXP American Express Co. | 0.13% | 1,162 | $352K | Reduce -22.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 1,420 | $344K | Reduce -43.8% |
| CB Chubb Ltd. | 0.13% | 1,017 | $332K | Add +51.3% |
| SSB Southstate Bank Corp. | 0.13% | 3,575 | $331K | No change |
| MO Altria Group Inc. | 0.11% | 4,560 | $301K | Add +1.0% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.11% | 814 | $299K | No change |
| ED Consolidated Edison Inc. | 0.11% | 2,637 | $299K | Add +0.4% |
| IYY iShares Dow Jones U.S. ETF | 0.11% | 1,859 | $295K | Reduce -22.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 901 | $289K | Reduce -1.7% |
| NSC Norfolk Southern Corp. | 0.11% | 995 | $286K | Reduce -1.2% |
| VTC Vanguard Total Corporate BND | 0.11% | 3,632 | $279K | No change |
| TFC Truist Financial Corp. | 0.11% | 6,049 | $278K | Add +1.0% |
| YUM Yum! Brands Inc. | 0.10% | 1,759 | $273K | Add +0.3% |
| CTAS Cintas Corp. | 0.10% | 1,560 | $264K | Reduce -8.2% |
| ATO Atmos Energy Corp. | 0.10% | 1,417 | $262K | Add +16.7% |
| HWM Howmet Aerospace Inc. | 0.10% | 1,123 | $259K | New |
| TXN Texas Instruments Inc. | 0.09% | 1,278 | $248K | Add +2.2% |
| VYM Vanguard High DVD Yield ETF | 0.09% | 1,655 | $245K | Add +0.4% |
| LOW Lowe's Cos Inc. | 0.09% | 1,028 | $243K | Add +0.3% |
| CMCSA Comcast Corp. Class A | 0.09% | 8,335 | $239K | Add +2.4% |
| MRK Merck & Co. Inc. | 0.09% | 1,981 | $238K | Reduce -0.4% |
| TRV The Travelers Cos Inc. | 0.09% | 809 | $236K | Add +3.3% |
| T AT&T Inc. | 0.08% | 7,602 | $220K | New |
| RTX RTX Corp. | 0.08% | 1,138 | $220K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.08% | 649 | $219K | New |
| DHR Danaher Corp. | 0.08% | 1,153 | $219K | Add +1.8% |
| BND Vanguard Total Bond Market | 0.08% | 2,920 | $215K | No change |
| AMGN Amgen Inc. | 0.08% | 592 | $208K | Reduce -6.3% |
| WFC Wells Fargo & Co. | 0.08% | 2,565 | $204K | No change |
| SCHK Schwab 1000 Index ETF | 0.06% | 5,248 | $164K | Add +0.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.06% | 1,496 | $151K | Add +0.1% |
| IYW iShares Ustechnology ETF | 0.06% | 804 | $146K | Reduce -42.9% |
| IWO iShares Russell 2000 Growth | 0.05% | 428 | $134K | Reduce -10.7% |
| SCHF Schwab Intl Equity ETF | 0.05% | 5,277 | $131K | Reduce -20.8% |
| VDE Vanguard Energy ETF | 0.04% | 656 | $113K | New |
| SCHV Schwab US Large-Cap Value | 0.03% | 2,900 | $88K | Add +628.6% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -7.7% | 9.01% | −2.10 |
| SCHX Schwab US Large-Cap ETF | Reduce -60.5% | 1.46% | −1.92 |
| SCHG Schwab US Large-Cap Growth | Reduce -38.3% | 3.21% | −1.86 |
| PLTR Palantir Technologies Inc. Class A | Reduce -45.0% | 0.62% | −0.57 |
| LLY Eli Lilly & Co. | Reduce -4.0% | 7.63% | −0.46 |
| V Visa Inc. Class A | Reduce -7.0% | 5.04% | −0.43 |
| VOO Vanguard S&P 500 ETF | Reduce -14.1% | 5.91% | −0.38 |
| MNST Monster Beverage Corp. | Sold out | 0.00% | −0.36 |
| MA Mastercard Inc. Class A | Reduce -7.4% | 2.51% | −0.19 |
| META Meta Platforms Inc. Class A | Reduce -36.9% | 0.27% | −0.16 |
| ADP Automatic Data Processing | Reduce -7.9% | 0.80% | −0.16 |
| AVGO Broadcom Inc. | Reduce -19.6% | 0.72% | −0.15 |
| C Citigroup Inc. | Sold out | 0.00% | −0.14 |
| AMZN Amazon.com Inc. | Reduce -8.9% | 2.30% | −0.14 |
| ACN Accenture PLC Class A | Reduce -3.0% | 0.57% | −0.12 |
| IBM Intl Business Machines Corp. | Reduce -43.8% | 0.13% | −0.12 |
| ROL Rollins Inc. | Reduce -26.2% | 0.30% | −0.10 |
| GS Goldman Sachs Group Inc. | Reduce -32.7% | 0.26% | −0.09 |
| IWY iShares Russell Top 200 Grow | Sold out | 0.00% | −0.09 |
| COF Capital One Financial Corp. | Reduce -17.9% | 0.19% | −0.08 |
| RSG Republic Services Inc. | Sold out | 0.00% | −0.07 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.07 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.07 |
| AXP American Express Co. | Reduce -22.4% | 0.13% | −0.05 |
| ABT Abbott Laboratories | Reduce -2.9% | 0.51% | −0.05 |
| IYW iShares Ustechnology ETF | Reduce -42.9% | 0.06% | −0.04 |
| IYY iShares Dow Jones U.S. ETF | Reduce -22.6% | 0.11% | −0.02 |
| GE General Electric | Reduce -8.8% | 0.32% | −0.01 |
| TSLA Tesla Inc. | Reduce -0.8% | 0.18% | −0.01 |
| NKE Nike Inc. Class B | Reduce -0.7% | 0.19% | −0.01 |
| IWB iShares Russell 1000 ETF | Reduce -59.0% | 0.01% | −0.01 |
| CTAS Cintas Corp. | Reduce -8.2% | 0.10% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -35.6% | 0.02% | −0.01 |
| VGT Vanguard Info Tech ETF | Reduce -6.6% | 0.68% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -20.8% | 0.05% | −0.00 |
| VFH Vanguard Financials ETF | Sold out | 0.00% | −0.00 |
| IWO iShares Russell 2000 Growth | Reduce -10.7% | 0.05% | −0.00 |
| ABBV Abbvie Inc. | Reduce -8.2% | 0.16% | +0.00 |
| GOOG Alphabet Inc. Class C | Reduce -4.6% | 0.95% | +0.00 |
| IWF iShares Russell 1000 Growth | Reduce -1.5% | 0.25% | +0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -4.7% | 1.30% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.7% | 0.11% | +0.01 |
| AMGN Amgen Inc. | Reduce -6.3% | 0.08% | +0.01 |
| NSC Norfolk Southern Corp. | Reduce -1.2% | 0.11% | +0.01 |
| PG The Procter & Gamble Co. | Reduce -8.2% | 0.28% | +0.02 |
| MRK Merck & Co. Inc. | Reduce -0.4% | 0.09% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.4% | 0.83% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.4% | 0.23% | +0.03 |
| PEP Pepsico Inc. | Reduce -0.4% | 0.16% | +0.03 |
| JPM JPMorgan Chase & Co. | Reduce -3.2% | 2.49% | +0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| SCHD Schwab US DVD Equity ETF | Add +1893.3% | 2.04% | +1.96 |
| KMB Kimberly-Clark Corp. | New | 0.59% | +0.59 |
| SCHB Schwab US Broad Market ETF | Add +52.3% | 1.11% | +0.45 |
| NOC Northrop Grumman Corp. | Add +6.7% | 1.28% | +0.41 |
| XOM Exxon Mobil Corp. | Add +89.1% | 0.47% | +0.32 |
| GLW Corning Inc. | Add +110.9% | 0.43% | +0.31 |
| JNJ Johnson & Johnson | Add +9.2% | 0.93% | +0.30 |
| ROST Ross Stores Inc. | Add +6.7% | 0.63% | +0.20 |
| NVDA Nvidia Corp. | Add +0.2% | 2.59% | +0.18 |
| LHX L3HARRIS Technologies Inc. | Add +41.9% | 0.38% | +0.18 |
| CVX Chevron Corp. | New | 0.17% | +0.17 |
| GEV GE Vernova Inc. | Add +48.6% | 0.21% | +0.12 |
| IVV iShares Core S&P 500 ETF | Add +31.1% | 0.37% | +0.11 |
| LMT Lockheed Martin Corp. | Add +37.2% | 0.21% | +0.10 |
| WMT Walmart Inc. | Add +13.6% | 0.32% | +0.10 |
| HWM Howmet Aerospace Inc. | New | 0.10% | +0.10 |
| CAT Caterpillar Inc. | Add +2.3% | 0.29% | +0.09 |
| T AT&T Inc. | New | 0.08% | +0.08 |
| RTX RTX Corp. | New | 0.08% | +0.08 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.08% | +0.08 |
| KO The Coca-Cola Co. | Add +8.3% | 0.30% | +0.08 |
| MCD McDonald's Corp. | Add +1.2% | 0.49% | +0.08 |
| CB Chubb Ltd. | Add +51.3% | 0.13% | +0.06 |
| MAR Marriott International Class A | Add +1.6% | 0.30% | +0.06 |
| HON Honeywell International Inc. | Add +17.3% | 0.16% | +0.06 |
| SPMO Invesco S&P 500 Momentum ETF | Add +4.6% | 0.43% | +0.05 |
| SYK Stryker Corp. | Add +1.3% | 0.56% | +0.04 |
| VDE Vanguard Energy ETF | New | 0.04% | +0.04 |
| GLD SPDR Gold Shares | Add +14.0% | 0.14% | +0.04 |
| DUK Duke Energy Corp. | Add +4.0% | 0.14% | +0.04 |
| ETN Eaton Corp. PLC | Add +3.1% | 0.14% | +0.03 |
| ATO Atmos Energy Corp. | Add +16.7% | 0.10% | +0.03 |
| SCHV Schwab US Large-Cap Value | Add +628.6% | 0.03% | +0.03 |
| MO Altria Group Inc. | Add +1.0% | 0.11% | +0.03 |
| ED Consolidated Edison Inc. | Add +0.4% | 0.11% | +0.03 |
| TXN Texas Instruments Inc. | Add +2.2% | 0.09% | +0.02 |
| YUM Yum! Brands Inc. | Add +0.3% | 0.10% | +0.02 |
| VYM Vanguard High DVD Yield ETF | Add +0.4% | 0.09% | +0.01 |
| TRV The Travelers Cos Inc. | Add +3.3% | 0.09% | +0.01 |
| LOW Lowe's Cos Inc. | Add +0.3% | 0.09% | +0.01 |
| CMCSA Comcast Corp. Class A | Add +2.4% | 0.09% | +0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.1% | 0.06% | +0.01 |
| TFC Truist Financial Corp. | Add +1.0% | 0.11% | +0.01 |
| SCHK Schwab 1000 Index ETF | Add +0.3% | 0.06% | +0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +0.3% | 0.03% | +0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +3.4% | 0.00% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.0% | 0.01% | +0.00 |
| IWD iShares Russell 1000 Value E | Add +0.5% | 0.02% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +0.6% | 0.02% | +0.00 |
| SCHM Schwab US Mid Cap ETF | Add +56.8% | 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 |