Peachtree Investment Partners
INDIAN RIVER SHORES,, FLfiles as Peachtree Investment Partners, LLC
$312m in 143 US stocks at the end of 30 June 2026. The top 10 are 57.7% of the money. It changed about 13.6% of the portfolio this quarter.
Value
$312m
Stocks
143
Top 10 share
57.7%
Turnover
13.6%
What changed this quarter
New
Bought for the first time this quarter.
- Ishares TRSOXX3.6% of the fund
- Ishares TRMTUM1.7% of the fund
- Micron TechnologyMU0.4% of the fund
- Advanced Micro DevicesAMD0.3% of the fund
- Applied MaterialsAMAT0.3% of the fund
- Marvell TechnologyMRVL0.2% of the fund
- IntelINTC0.1% of the fund
- SandiskSNDK0.1% of the fund
- Seagate Technology HoldingsSTX0.1% of the fund
- Curtiss WrightCW<0.1% of the fund
- Morgan StanleyMS<0.1% of the fund
- Caseys General StoresCASY<0.1% of the fund
- UnitedHealth GroupUNH<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Simon Property GroupSPG<0.1% of the fund
- BoeingBA<0.1% of the fund
- Cisco SystemsCSCO<0.1% of the fund
- CitigroupC<0.1% of the fund
- Ishares TRIWY<0.1% of the fund
- Western DigitalWDC<0.1% of the fund
- CumminsCMI<0.1% of the fund
- Schwab Strategic TRFNDF<0.1% of the fund
- Invesco Exch Traded FD TR IIQQMG<0.1% of the fund
- Ishares TRIEFA<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Index FDSVOO8.1% of the fund+42%
- NvidiaNVDA2.7% of the fund+9%
- TJX CompaniesTJX2.5% of the fund+3%
- Amazon.comAMZN2.4% of the fund+7%
- State STR Spdr S&P 500 ETF TSPY2.3% of the fund+34%
- Schwab Strategic TRSCHX1.6% of the fund+11%
- AlphabetGOOGL1.5% of the fund+9%
- Ishares TRIVV0.9% of the fund+147%
- Vanguard World FDVGT0.9% of the fund+10%
- BroadcomAVGO0.8% of the fund+13%
- CorningGLW0.8% of the fund+18%
- Ross StoresROST0.6% of the fund+14%
- CaterpillarCAT0.5% of the fund+32%
- GE VernovaGEV0.3% of the fund+42%
- Invesco Exch Traded FD TR IIQQQM0.3% of the fund+82%
- Coca-ColaKO0.3% of the fund+5%
- Ishares TRIWF0.3% of the fund+5%
- Meta PlatformsMETA0.2% of the fund+11%
- TeslaTSLA0.2% of the fund+22%
- Texas InstrumentsTXN0.1% of the fund+21%
- PepsiCoPEP0.1% of the fund+4%
- Duke EnergyDUK0.1% of the fund+3%
- Taiwan Semiconductor ManufacturingTSM0.1% of the fund+20%
- Vanguard Index FDSVTI0.1% of the fund+4%
- Altria GroupMO0.1% of the fund+4%
Cut
Sold some of their stake.
- MicrosoftMSFT7.3% of the fund-4%
- VisaV4.7% of the fund-3%
- Home DepotHD3.1% of the fund-5%
- Schwab Strategic TRSCHG3.1% of the fund-2%
- MckessonMCK2.7% of the fund-14%
- Schwab Strategic TRSCHB1.0% of the fund-9%
- Northrop GrummanNOC0.7% of the fund-7%
- Schwab Strategic TRSCHD0.7% of the fund-59%
- Johnson & JohnsonJNJ0.7% of the fund-11%
- Automatic Data ProcessingADP0.7% of the fund-5%
- CencoraCOR0.7% of the fund-34%
- Berkshire HathawayBRK-B0.7% of the fund-7%
- Palantir TechnologiesPLTR0.4% of the fund-12%
- Abbott LaboratoriesABT0.3% of the fund-21%
- AccentureACN0.3% of the fund-6%
- General ElectricGE0.3% of the fund-22%
- StrykerSYK0.3% of the fund-39%
- Goldman Sachs GroupGS0.2% of the fund-4%
- WalmartWMT0.2% of the fund-4%
- Procter & GamblePG0.2% of the fund-8%
- L3harris TechnologiesLHX0.2% of the fund-27%
- RollinsROL0.1% of the fund-24%
- AbbVieABBV0.1% of the fund-13%
- Lockheed MartinLMT0.1% of the fund-17%
- NikeNKE0.1% of the fund-13%
Sold out
Sold their entire stake.
- ExxonMobil HoldingsXOM-100%
- Honeywell InternationalHON-100%
- Vanguard World FDMGK-100%
- Atmos EnergyATO-100%
- Lowe's CompaniesLOW-100%
- AT&TT-100%
- RTXRTX-100%
- DanaherDHR-100%
- Vanguard Whitehall FDSVYMI-100%
- Schwab Strategic TRFNDE-100%
Holdings
- Vanguard Index FDSVOO
- Share
- 8.1%
- Value
- $25m
- Shares
- 36,932
+42%
- Ishares TRSOXX
- Share
- 3.6%
- Value
- $11m
- Shares
- 17,499
New
- Schwab Strategic TRSCHG
- Share
- 3.1%
- Value
- $10m
- Shares
- 282,747
-2%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 2.3%
- Value
- $7m
- Shares
- 9,566
+34%
- Ishares TRMTUM
- Share
- 1.7%
- Value
- $5m
- Shares
- 15,210
New
- Schwab Strategic TRSCHX
- Share
- 1.6%
- Value
- $5m
- Shares
- 166,609
+11%
- Schwab Strategic TRSCHB
- Share
- 1.0%
- Value
- $3m
- Shares
- 105,452
-9%
- Ishares TRIVV
- Share
- 0.9%
- Value
- $3m
- Shares
- 3,686
+147%
- Vanguard World FDVGT
- Share
- 0.9%
- Value
- $3m
- Shares
- 22,304
+10%
- Schwab Strategic TRSCHD
- Share
- 0.7%
- Value
- $2m
- Shares
- 72,242
-59%
- Invesco Exch Traded FD TR IISPMO
- Share
- 0.5%
- Value
- $2m
- Shares
- 10,027
Held
- Invesco Exch Traded FD TR IIQQQM
- Share
- 0.3%
- Value
- $967,177
- Shares
- 3,192
+82%
- Ishares TRIWF
- Share
- 0.3%
- Value
- $811,958
- Shares
- 6,539
+5%
- Ishares TRIJH
- Share
- 0.2%
- Value
- $675,267
- Shares
- 8,757
Held
- Vanguard Index FDSVTI
- Share
- 0.1%
- Value
- $347,701
- Shares
- 940
+4%
- Ishares TRIYY
- Share
- 0.1%
- Value
- $339,538
- Shares
- 1,863
Held
- Vanguard Scottsdale FDSVTC
- Share
- <0.1%
- Value
- $278,900
- Shares
- 3,632
Held
- Vanguard Whitehall FDSVYM
- Share
- <0.1%
- Value
- $262,736
- Shares
- 1,663
Held
- Spdr Gold TRGLD
- Share
- <0.1%
- Value
- $254,551
- Shares
- 691
-21%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 13.2% | $41m | 142,280 | Held |
| Eli LillyLLY | 8.4% | $26m | 21,737 | Held |
| Vanguard Index FDSVOO | 8.1% | $25m | 36,932 | +42% |
| MicrosoftMSFT | 7.3% | $23m | 61,390 | -4% |
| VisaV | 4.7% | $15m | 42,656 | -3% |
| Ishares TRSOXX | 3.6% | $11m | 17,499 | New |
| Costco WholesaleCOST | 3.5% | $11m | 11,594 | Held |
| Home DepotHD | 3.1% | $10m | 27,624 | -5% |
| Schwab Strategic TRSCHG | 3.1% | $10m | 282,747 | -2% |
| MckessonMCK | 2.7% | $9m | 11,332 | -14% |
| NvidiaNVDA | 2.7% | $8m | 42,264 | +9% |
| TJX CompaniesTJX | 2.5% | $8m | 51,379 | +3% |
| Amazon.comAMZN | 2.4% | $7m | 31,122 | +7% |
| JPMorgan ChaseJPM | 2.3% | $7m | 22,114 | Held |
| State STR Spdr S&P 500 ETF TSPY | 2.3% | $7m | 9,566 | +34% |
| MastercardMA | 2.2% | $7m | 13,080 | Held |
| Ishares TRMTUM | 1.7% | $5m | 15,210 | New |
| Schwab Strategic TRSCHX | 1.6% | $5m | 166,609 | +11% |
| AlphabetGOOGL | 1.5% | $5m | 12,879 | +9% |
| Schwab Strategic TRSCHB | 1.0% | $3m | 105,452 | -9% |
| AlphabetGOOG | 1.0% | $3m | 8,576 | Held |
| Ishares TRIVV | 0.9% | $3m | 3,686 | +147% |
| Vanguard World FDVGT | 0.9% | $3m | 22,304 | +10% |
| BroadcomAVGO | 0.8% | $3m | 6,912 | +13% |
| CorningGLW | 0.8% | $2m | 9,784 | +18% |
| Northrop GrummanNOC | 0.7% | $2m | 4,581 | -7% |
| Schwab Strategic TRSCHD | 0.7% | $2m | 72,242 | -59% |
| Johnson & JohnsonJNJ | 0.7% | $2m | 8,948 | -11% |
| Automatic Data ProcessingADP | 0.7% | $2m | 9,869 | -5% |
| CencoraCOR | 0.7% | $2m | 7,789 | -34% |
| Berkshire HathawayBRK-B | 0.7% | $2m | 4,269 | -7% |
| Ross StoresROST | 0.6% | $2m | 8,639 | +14% |
| Kimberly-ClarkKMB | 0.6% | $2m | 15,995 | Held |
| Invesco Exch Traded FD TR IISPMO | 0.5% | $2m | 10,027 | Held |
| CaterpillarCAT | 0.5% | $1m | 1,394 | +32% |
| Micron TechnologyMU | 0.4% | $1m | 1,083 | New |
| Palantir TechnologiesPLTR | 0.4% | $1m | 9,704 | -12% |
| McDonald'sMCD | 0.4% | $1m | 4,052 | Held |
| GE VernovaGEV | 0.3% | $1m | 878 | +42% |
| Invesco Exch Traded FD TR IIQQQM | 0.3% | $967,177 | 3,192 | +82% |
| Abbott LaboratoriesABT | 0.3% | $943,464 | 10,397 | -21% |
| Marriott InternationalMAR | 0.3% | $920,655 | 2,484 | Held |
| Coca-ColaKO | 0.3% | $895,693 | 11,021 | +5% |
| AccentureACN | 0.3% | $886,197 | 7,121 | -6% |
| General ElectricGE | 0.3% | $864,438 | 2,313 | -22% |
| StrykerSYK | 0.3% | $847,420 | 2,692 | -39% |
| Advanced Micro DevicesAMD | 0.3% | $834,783 | 1,437 | New |
| Ishares TRIWF | 0.3% | $811,958 | 6,539 | +5% |
| Applied MaterialsAMAT | 0.3% | $809,863 | 1,120 | New |
| Meta PlatformsMETA | 0.2% | $779,740 | 1,384 | +11% |
| Goldman Sachs GroupGS | 0.2% | $779,043 | 770 | -4% |
| WalmartWMT | 0.2% | $738,171 | 6,517 | -4% |
| Procter & GamblePG | 0.2% | $694,158 | 4,734 | -8% |
| Ishares TRIJH | 0.2% | $675,267 | 8,757 | Held |
| TeslaTSLA | 0.2% | $648,578 | 1,542 | +22% |
| Marvell TechnologyMRVL | 0.2% | $625,067 | 2,098 | New |
| L3harris TechnologiesLHX | 0.2% | $607,886 | 2,092 | -27% |
| Capital One FinancialCOF | 0.2% | $567,554 | 2,829 | Held |
| RollinsROL | 0.1% | $465,366 | 11,149 | -24% |
| Texas InstrumentsTXN | 0.1% | $462,023 | 1,550 | +21% |
| First HorizonFHN | 0.1% | $440,717 | 17,189 | Held |
| IntelINTC | 0.1% | $426,989 | 3,058 | New |
| AbbVieABBV | 0.1% | $424,728 | 1,688 | -13% |
| EatonETN | 0.1% | $421,007 | 988 | Held |
| PepsiCoPEP | 0.1% | $387,393 | 2,861 | +4% |
| Lockheed MartinLMT | 0.1% | $386,101 | 758 | -17% |
| Duke EnergyDUK | 0.1% | $377,202 | 2,980 | +3% |
| Taiwan Semiconductor ManufacturingTSM | 0.1% | $372,982 | 781 | +20% |
| SandiskSNDK | 0.1% | $368,344 | 162 | New |
| SouthState BankSSB | 0.1% | $357,105 | 3,575 | Held |
| Vanguard Index FDSVTI | 0.1% | $347,701 | 940 | +4% |
| Altria GroupMO | 0.1% | $340,247 | 4,729 | +4% |
| Ishares TRIYY | 0.1% | $339,538 | 1,863 | Held |
| NikeNKE | 0.1% | $331,497 | 8,075 | -13% |
| Travelers CompaniesTRV | 0.1% | $319,550 | 968 | +20% |
| Seagate Technology HoldingsSTX | 0.1% | $318,450 | 330 | New |
| Curtiss WrightCW | <0.1% | $310,812 | 410 | New |
| Morgan StanleyMS | <0.1% | $303,730 | 1,453 | New |
| Truist FinancialTFC | <0.1% | $301,858 | 6,059 | Held |
| International Business MachinesIBM | <0.1% | $298,421 | 1,061 | -25% |
| Consolidated EdisonED | <0.1% | $293,706 | 2,655 | Held |
| Norfolk SouthernNSC | <0.1% | $290,100 | 922 | -7% |
| MerckMRK | <0.1% | $289,759 | 2,255 | +14% |
| American ExpressAXP | <0.1% | $284,697 | 842 | -28% |
| Vanguard Scottsdale FDSVTC | <0.1% | $278,900 | 3,632 | Held |
| YUM BrandsYUM | <0.1% | $276,505 | 1,730 | Held |
| Vanguard Whitehall FDSVYM | <0.1% | $262,736 | 1,663 | Held |
| Caseys General StoresCASY | <0.1% | $257,444 | 324 | New |
| Spdr Gold TRGLD | <0.1% | $254,551 | 691 | -21% |
| UnitedHealth GroupUNH | <0.1% | $253,502 | 610 | New |
| Honeywell InternationalHON | <0.1% | $253,047 | 1,130 | New |
| Simon Property GroupSPG | <0.1% | $243,555 | 1,089 | New |
| CintasCTAS | <0.1% | $241,474 | 1,420 | -9% |
| Howmet AerospaceHWM | <0.1% | $240,663 | 895 | -20% |
| BoeingBA | <0.1% | $237,639 | 1,098 | New |
| Cisco SystemsCSCO | <0.1% | $234,570 | 1,997 | New |
| CitigroupC | <0.1% | $233,402 | 1,668 | New |
| ChevronCVX | <0.1% | $229,706 | 1,386 | -36% |
| AmgenAMGN | <0.1% | $227,465 | 628 | +6% |
| Wells Fargo & CompanyWFC | <0.1% | $225,632 | 2,730 | +6% |
Showing the largest 100 of 143.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 19.0% since 30 June 2025.
Where the money is
Technology27.5%
Health care13.5%
Financial services11.1%
Retail & consumer9.6%
Everyday goods5.1%
Industrials3.7%
Media & telecom2.8%
Utilities0.2%
Real estate0.1%
Energy0.1%
Other26.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.