Peachtree Investment Partners, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Peachtree Investment Partners, LLC reported 143 stock positions worth $311.9 million. Its top holding was Apple (AAPL) at 13.2% of the portfolio, followed by Eli Lilly (LLY, 8.4%) and Vanguard S&P 500 ETF (VOO, 8.1%). Compared with Q1 2026, it opened 23 new positions, sold out of 9, added to 55 and reduced 45. The biggest buy was a new position in iShares Semiconductor ETF (SOXX) and the biggest sale Microsoft (MSFT, shares −4%).

Most Recent 13F
Q2 2026
Location
INDIAN RIVER SHORES,, FL
CIK
0001743863
Portfolio Value
$311.9M (Q2 2026)
SEC Filing
0001398344-26-013705 ↗ filed Aug 6, 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 Q4 2025 Q1 2026: $262.4M Q1 2026 Q2 2026: $311.9M $311.9M Q2 2026

Holdings 143 stocks · $311.9M
AAPL Apple Inc. 13.20% 142,280 $41.2M Add +1.5%
LLY Eli Lilly & Co. 8.36% 21,737 $26.1M Reduce -0.2%
VOO Vanguard S&P 500 ETF 8.13% 36,932 $25.4M Add +42.2%
MSFT Microsoft Corp. 7.34% 61,390 $22.9M Reduce -3.9%
V Visa Inc. Class A 4.69% 42,656 $14.6M Reduce -2.5%
SOXX iShares Semiconductor ETF 3.59% 17,499 $11.2M New
COST Costco Wholesale Corp. 3.48% 11,594 $10.8M Add +0.6%
HD Home Depot Inc. 3.12% 27,624 $9.7M Reduce -5.2%
SCHG Schwab US Large-Cap Growth 3.07% 282,747 $9.6M Reduce -2.1%
MCK McKesson Corp. 2.75% 11,332 $8.6M Reduce -14.2%
NVDA Nvidia Corp. 2.71% 42,264 $8.5M Add +8.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW 2.50% 51,379 $7.8M Add +3.1%
AMZN Amazon.com Inc. 2.38% 31,122 $7.4M Add +7.3%
JPM JPMorgan Chase & Co. 2.32% 22,114 $7.2M Reduce -0.6%
SPY SS SPDR S&P 500 ETF Trust-US 2.29% 9,566 $7.1M Add +33.9%
MA Mastercard Inc. Class A 2.15% 13,080 $6.7M Reduce -0.8%
MTUM iShares MSCI USA Momentum Fa 1.67% 15,210 $5.2M New
SCHX Schwab US Large-Cap ETF 1.57% 166,609 $4.9M Add +11.3%
GOOGL Alphabet Inc. Class A 1.48% 12,879 $4.6M Add +8.5%
SCHB Schwab US Broad Market ETF 0.98% 105,452 $3.1M Reduce -8.8%
GOOG Alphabet Inc. Class C 0.97% 8,576 $3.0M Reduce -1.8%
IVV iShares Core S&P 500 ETF 0.89% 3,686 $2.8M Add +147.2%
VGT Vanguard Info Tech ETF 0.85% 22,304 $2.7M Add +9.8%
AVGO Broadcom Inc. 0.84% 6,912 $2.6M Add +13.3%
GLW Corning Inc. 0.80% 9,784 $2.5M Add +18.4%
NOC Northrop Grumman Corp. 0.75% 4,581 $2.3M Reduce -6.7%
SCHD Schwab US DVD Equity ETF 0.73% 72,242 $2.3M Reduce -58.7%
JNJ Johnson & Johnson 0.73% 8,948 $2.3M Reduce -10.5%
ADP Automatic Data Processing 0.71% 9,869 $2.2M Reduce -4.7%
COR Cencora Inc. 0.71% 7,789 $2.2M Reduce -34.1%
BRK.B Berkshire Hathaway Inc. Class B 0.68% 4,269 $2.1M Reduce -6.6%
ROST Ross Stores Inc. 0.59% 8,639 $1.8M Add +13.8%
KMB Kimberly-Clark Corp. 0.56% 15,995 $1.8M Add +0.1%
SPMO Invesco S&P 500 Momentum ETF 0.52% 10,027 $1.6M No change
CAT Caterpillar Inc. 0.48% 1,394 $1.5M Add +31.5%
MU Micron Technology Inc. 0.40% 1,083 $1.3M New
PLTR Palantir Technologies Inc. Class A 0.36% 9,704 $1.1M Reduce -12.2%
MCD McDonald's Corp. 0.35% 4,052 $1.1M Reduce -2.0%
GEV GE Vernova Inc. 0.33% 878 $1.0M Add +42.1%
QQQM Invesco Nasdaq 100 ETF 0.31% 3,192 $967K Add +82.4%
ABT Abbott Laboratories 0.30% 10,397 $943K Reduce -20.8%
MAR Marriott International Class A 0.30% 2,484 $921K Add +2.0%
KO The Coca-Cola Co. 0.29% 11,021 $896K Add +5.5%
ACN Accenture PLC Class A 0.28% 7,121 $886K Reduce -5.5%
GE General Electric filed as GE AEROSPACE 0.28% 2,313 $864K Reduce -22.2%
SYK Stryker Corp. 0.27% 2,692 $847K Reduce -39.4%
AMD Advanced Micro Devices 0.27% 1,437 $835K New
IWF iShares Russell 1000 Growth 0.26% 6,539 $812K Add +5.5%
AMAT Applied Materials Inc. 0.26% 1,120 $810K New
META Meta Platforms Inc. Class A 0.25% 1,384 $780K Add +11.1%
GS Goldman Sachs Group Inc. 0.25% 770 $779K Reduce -3.8%
WMT Walmart Inc. 0.24% 6,517 $738K Reduce -4.4%
PG The Procter & Gamble Co. 0.22% 4,734 $694K Reduce -8.0%
IJH iShares Core S&P Midcap ETF 0.22% 8,757 $675K Reduce -0.5%
TSLA Tesla Inc. 0.21% 1,542 $649K Add +22.3%
MRVL Marvell Technology Inc. 0.20% 2,098 $625K New
LHX L3HARRIS Technologies Inc. 0.19% 2,092 $608K Reduce -26.9%
COF Capital One Financial Corp. 0.18% 2,829 $568K Add +1.4%
ROL Rollins Inc. 0.15% 11,149 $465K Reduce -24.1%
TXN Texas Instruments Inc. 0.15% 1,550 $462K Add +21.3%
FHN First Horizon Corp. 0.14% 17,189 $441K No change
INTC Intel Corp. 0.14% 3,058 $427K New
ABBV Abbvie Inc. 0.14% 1,688 $425K Reduce -13.5%
ETN Eaton Corp. PLC 0.14% 988 $421K Reduce -1.5%
PEP Pepsico Inc. 0.12% 2,861 $387K Add +3.5%
LMT Lockheed Martin Corp. 0.12% 758 $386K Reduce -16.8%
DUK Duke Energy Corp. 0.12% 2,980 $377K Add +2.8%
TSM Taiwan Semiconductor-SP ADR 0.12% 781 $373K Add +20.3%
SNDK Sandisk Corp. 0.12% 162 $368K New
SSB Southstate Bank Corp. 0.11% 3,575 $357K No change
VTI VG Morningstar TS MKT ETF-US 0.11% 940 $348K Add +4.3%
MO Altria Group Inc. 0.11% 4,729 $340K Add +3.7%
IYY iShares Dow Jones U.S. ETF 0.11% 1,863 $340K Add +0.2%
NKE Nike Inc. Class B 0.11% 8,075 $331K Reduce -13.2%
TRV The Travelers Cos Inc. 0.10% 968 $320K Add +19.6%
STX Seagate Technology Holdings 0.10% 330 $318K New
CW Curtiss-Wright Corp. 0.10% 410 $311K New
MS Morgan Stanley 0.10% 1,453 $304K New
TFC Truist Financial Corp. 0.10% 6,059 $302K Add +0.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.10% 1,061 $298K Reduce -25.3%
ED Consolidated Edison Inc. 0.09% 2,655 $294K Add +0.7%
NSC Norfolk Southern Corp. 0.09% 922 $290K Reduce -7.3%
MRK Merck & Co. Inc. 0.09% 2,255 $290K Add +13.8%
AXP American Express Co. 0.09% 842 $285K Reduce -27.5%
VTC Vanguard Total Corporate BND 0.09% 3,632 $279K No change
YUM Yum! Brands Inc. 0.09% 1,730 $277K Reduce -1.6%
VYM Vanguard High DVD Yield ETF 0.08% 1,663 $263K Add +0.5%
CASY Casey's General Stores Inc. 0.08% 324 $257K New
GLD SPDR Gold Shares 0.08% 691 $255K Reduce -20.9%
UNH Unitedhealth Group Inc. 0.08% 610 $254K New
HON Honeywell International Inc. 0.08% 1,130 $253K Add +25.5%
SPG Simon Property Group Inc. 0.08% 1,089 $244K New
CTAS Cintas Corp. 0.08% 1,420 $241K Reduce -9.0%
HWM Howmet Aerospace Inc. 0.08% 895 $241K Reduce -20.3%
BA The Boeing Co. 0.08% 1,098 $238K New
CSCO Cisco Systems Inc. 0.08% 1,997 $235K New
C Citigroup Inc. 0.07% 1,668 $233K New
CVX Chevron Corp. 0.07% 1,386 $230K Reduce -36.4%
AMGN Amgen Inc. 0.07% 628 $227K Add +6.1%
WFC Wells Fargo & Co. 0.07% 2,730 $226K Add +6.4%
IWY iShares Russell Top 200 Grow 0.07% 750 $218K New
BND Vanguard Total Bond Market 0.07% 2,920 $214K No change
WDC Western Digital Corp. 0.07% 334 $213K New
CMCSA Comcast Corp. Class A 0.07% 8,685 $213K Add +4.2%
IYW iShares Ustechnology ETF 0.07% 829 $209K Add +3.1%
CMI Cummins Inc. 0.07% 285 $203K New
CB Chubb Ltd. 0.06% 593 $202K Reduce -41.7%
SCHK Schwab 1000 Index ETF 0.06% 5,262 $190K Add +0.3%
IJK iShares S&P Mid-Cap 400 Grow 0.05% 1,441 $169K Reduce -3.7%
IWO iShares Russell 2000 Growth 0.05% 428 $169K No change
VONG Vanguard Russell 1000 Growth 0.04% 1,000 $128K Add +175.5%
SCHV Schwab US Large-Cap Value 0.03% 2,901 $101K Add +0.0%
IJT iShares S&P Small-Cap 600 GR 0.03% 521 $93K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.02% 371 $73K No change
IUSG iShares Core S&P U.S. Growth 0.02% 306 $58K No change
IWM iShares Russell 2000 ETF 0.02% 168 $51K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.02% 207 $50K Add +0.5%
IWD iShares Russell 1000 Value E 0.01% 192 $47K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.01% 195 $42K Add +0.5%
SCHF Schwab Intl Equity ETF 0.01% 1,436 $40K Reduce -72.8%
IWS iShares Russell Mid-Cap Valu 0.01% 195 $32K Add +0.5%
VB Vanguard Most SM-Cap ETF-Usd 0.01% 99 $30K Add +2.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.01% 300 $26K No change
VDE Vanguard Energy ETF 0.01% 157 $24K Reduce -76.1%
IWB iShares Russell 1000 ETF 0.01% 43 $18K No change
TLT iShares 20+ Year Treasury BD 0.01% 200 $17K No change
SCHR Schwab Intermediate-Term US 0.01% 700 $17K No change
SCHA Schwab US Small-Cap ETF 0.01% 458 $17K Add +205.3%
IWN iShares Russell 2000 Value E 0.00% 69 $15K Add +1.5%
SCHZ Schwab US Aggregate Bond ETF 0.00% 650 $15K No change
FNDA Schwab Fndmntl US SM Co. ETF 0.00% 351 $13K Add +646.8%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.00% 243 $13K New
SCHM Schwab US Mid Cap ETF 0.00% 346 $13K Add +0.3%
BSV Vanguard Short-Term Bond ETF 0.00% 156 $12K Add +3.3%
VHT Vanguard Health Care ETF 0.00% 41 $12K No change
BNDW Vanguard Total World Bond Et 0.00% 166 $11K Add +3.8%
IJR iShares Core S&P Small-Cap E 0.00% 67 $10K No change
SCYB Schwab High Yield Bond ETF 0.00% 353 $9K Add +1.7%
VPU Vanguard Utilities ETF 0.00% 30 $6K No change
IVE iShares S&P 500 Value ETF 0.00% 22 $5K Reduce -62.7%
QQMG Invesco ESG Nasdaq 100 0.00% 75 $4K New
FNDX Schwab Fndmntl US LRG Co. ETF 0.00% 88 $3K No change
IEFA iShares Core MSCI Eafe ETF 0.00% 25 $2K New

Portfolio Sells Q1 2026 → Q2 2026
MSFT Microsoft Corp. Reduce -3.9% 7.34% −1.67
MCK McKesson Corp. Reduce -14.2% 2.75% −1.61
SCHD Schwab US DVD Equity ETF Reduce -58.7% 0.73% −1.31
COR Cencora Inc. Reduce -34.1% 0.71% −0.71
NOC Northrop Grumman Corp. Reduce -6.7% 0.75% −0.53
HD Home Depot Inc. Reduce -5.2% 3.12% −0.53
XOM Exxon Mobil Corp. Sold out 0.00% −0.47
MA Mastercard Inc. Class A Reduce -0.8% 2.15% −0.36
V Visa Inc. Class A Reduce -2.5% 4.69% −0.35
ACN Accenture PLC Class A Reduce -5.5% 0.28% −0.29
SYK Stryker Corp. Reduce -39.4% 0.27% −0.28
PLTR Palantir Technologies Inc. Class A Reduce -12.2% 0.36% −0.25
ABT Abbott Laboratories Reduce -20.8% 0.30% −0.21
JNJ Johnson & Johnson Reduce -10.5% 0.73% −0.20
LHX L3HARRIS Technologies Inc. Reduce -26.9% 0.19% −0.18
JPM JPMorgan Chase & Co. Reduce -0.6% 2.32% −0.17
ROL Rollins Inc. Reduce -24.1% 0.15% −0.15
BRK.B Berkshire Hathaway Inc. Class B Reduce -6.6% 0.68% −0.15
SCHG Schwab US Large-Cap Growth Reduce -2.1% 3.07% −0.14
MCD McDonald's Corp. Reduce -2.0% 0.35% −0.14
SCHB Schwab US Broad Market ETF Reduce -8.8% 0.98% −0.13
MGK Vngrd Mrgstr MG CP GR ETF-Ui Sold out 0.00% −0.11
ATO Atmos Energy Corp. Sold out 0.00% −0.10
CVX Chevron Corp. Reduce -36.4% 0.07% −0.10
ADP Automatic Data Processing Reduce -4.7% 0.71% −0.09
LOW Lowe's Cos Inc. Sold out 0.00% −0.09
WMT Walmart Inc. Reduce -4.4% 0.24% −0.09
LMT Lockheed Martin Corp. Reduce -16.8% 0.12% −0.09
T AT&T Inc. Sold out 0.00% −0.08
RTX RTX Corp. Sold out 0.00% −0.08
DHR Danaher Corp. Sold out 0.00% −0.08
NKE Nike Inc. Class B Reduce -13.2% 0.11% −0.08
CB Chubb Ltd. Reduce -41.7% 0.06% −0.06
GLD SPDR Gold Shares Reduce -20.9% 0.08% −0.06
PG The Procter & Gamble Co. Reduce -8.0% 0.22% −0.06
GE General Electric Reduce -22.2% 0.28% −0.04
AXP American Express Co. Reduce -27.5% 0.09% −0.04
SCHF Schwab Intl Equity ETF Reduce -72.8% 0.01% −0.04
VDE Vanguard Energy ETF Reduce -76.1% 0.01% −0.04
IBM Intl Business Machines Corp. Reduce -25.3% 0.10% −0.04
ABBV Abbvie Inc. Reduce -13.5% 0.14% −0.03
CTAS Cintas Corp. Reduce -9.0% 0.08% −0.02
HWM Howmet Aerospace Inc. Reduce -20.3% 0.08% −0.02
NSC Norfolk Southern Corp. Reduce -7.3% 0.09% −0.02
YUM Yum! Brands Inc. Reduce -1.6% 0.09% −0.02
IJH iShares Core S&P Midcap ETF Reduce -0.5% 0.22% −0.01
GS Goldman Sachs Group Inc. Reduce -3.8% 0.25% −0.01
IVE iShares S&P 500 Value ETF Reduce -62.7% 0.00% −0.00
IJK iShares S&P Mid-Cap 400 Grow Reduce -3.7% 0.05% −0.00
VYMI Vanguard Int High DVD YLD Inc. Sold out 0.00% −0.00

Portfolio Buys Q1 2026 → Q2 2026
SOXX iShares Semiconductor ETF New 3.59% +3.59
VOO Vanguard S&P 500 ETF Add +42.2% 8.13% +2.22
MTUM iShares MSCI USA Momentum Fa New 1.67% +1.67
SPY SS SPDR S&P 500 ETF Trust-US Add +33.9% 2.29% +0.52
IVV iShares Core S&P 500 ETF Add +147.2% 0.89% +0.51
MU Micron Technology Inc. New 0.40% +0.40
GLW Corning Inc. Add +18.4% 0.80% +0.37
AMD Advanced Micro Devices New 0.27% +0.27
AMAT Applied Materials Inc. New 0.26% +0.26
MRVL Marvell Technology Inc. New 0.20% +0.20
CAT Caterpillar Inc. Add +31.5% 0.48% +0.19
VGT Vanguard Info Tech ETF Add +9.8% 0.85% +0.18
GOOGL Alphabet Inc. Class A Add +8.5% 1.48% +0.17
QQQM Invesco Nasdaq 100 ETF Add +82.4% 0.31% +0.15
INTC Intel Corp. New 0.14% +0.14
NVDA Nvidia Corp. Add +8.7% 2.71% +0.13
GEV GE Vernova Inc. Add +42.1% 0.33% +0.13
SNDK Sandisk Corp. New 0.12% +0.12
AVGO Broadcom Inc. Add +13.3% 0.84% +0.12
SCHX Schwab US Large-Cap ETF Add +11.3% 1.57% +0.11
STX Seagate Technology Holdings New 0.10% +0.10
CW Curtiss-Wright Corp. New 0.10% +0.10
MS Morgan Stanley New 0.10% +0.10
CASY Casey's General Stores Inc. New 0.08% +0.08
UNH Unitedhealth Group Inc. New 0.08% +0.08
SPG Simon Property Group Inc. New 0.08% +0.08
AMZN Amazon.com Inc. Add +7.3% 2.38% +0.08
BA The Boeing Co. New 0.08% +0.08
CSCO Cisco Systems Inc. New 0.08% +0.08
C Citigroup Inc. New 0.07% +0.07
IWY iShares Russell Top 200 Grow New 0.07% +0.07
WDC Western Digital Corp. New 0.07% +0.07
CMI Cummins Inc. New 0.07% +0.07
TXN Texas Instruments Inc. Add +21.3% 0.15% +0.05
TSM Taiwan Semiconductor-SP ADR Add +20.3% 0.12% +0.04
TSLA Tesla Inc. Add +22.3% 0.21% +0.03
VONG Vanguard Russell 1000 Growth Add +175.5% 0.04% +0.03
TRV The Travelers Cos Inc. Add +19.6% 0.10% +0.01
IYW iShares Ustechnology ETF Add +3.1% 0.07% +0.01
IWF iShares Russell 1000 Growth Add +5.5% 0.26% +0.01
VB Vanguard Most SM-Cap ETF-Usd Add +2.1% 0.01% +0.01
FNDF Schwab Fndmn Intl LRG Co. ETF New 0.00% +0.00
FNDA Schwab Fndmntl US SM Co. ETF Add +646.8% 0.00% +0.00
SCHA Schwab US Small-Cap ETF Add +205.3% 0.01% +0.00
MRK Merck & Co. Inc. Add +13.8% 0.09% +0.00
VTI VG Morningstar TS MKT ETF-US Add +4.3% 0.11% +0.00
QQMG Invesco ESG Nasdaq 100 New 0.00% +0.00
IEFA iShares Core MSCI Eafe ETF New 0.00% +0.00
SCHM Schwab US Mid Cap ETF Add +0.3% 0.00% 0.00
IWN iShares Russell 2000 Value E Add +1.5% 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