Institutional Manager · CIK 0001743863
Peachtree Investment Partners, LLC
VERO BEACH, FL · File #028-19422
Latest AUM
$301.3M
Positions
127
Top-10 Concentration
66.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025127 pos · $301.3M
- 13F HOLDINGS REPORTQ/E Sep 2025128 pos · $288.4M
- 13F HOLDINGS REPORTQ/E Jun 2025126 pos · $262.1M
- 13F HOLDINGS REPORTQ/E Mar 2025125 pos · $253.1M
- 13F HOLDINGS REPORTQ/E Dec 2024114 pos · $266.9M
- 13F HOLDINGS REPORTQ/E Sep 2024113 pos · $265.9M
- 13F HOLDINGS REPORTQ/E Jun 202497 pos · $254.9M
- 13F HOLDINGS REPORTQ/E Mar 202498 pos · $247.4M
- 13F HOLDINGS REPORTQ/E Dec 2023102 pos · $195.9M
- 13F HOLDINGS REPORTQ/E Sep 2023107 pos · $219.0M
- 13F HOLDINGS REPORTQ/E Jun 202392 pos · $160.0M
- 13F HOLDINGS REPORTQ/E Mar 202397 pos · $163.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 143,531 | $39.0M | 13.62% |
| 2 | MICROSOFT CORP | MSFT | 69,198 | $33.5M | 11.68% |
| 3 | ELI LILLY & CO | LLY | 22,687 | $24.4M | 8.51% |
| 4 | VANGUARD INDEX FDS | 922908363 | 30,218 | $19.0M | 6.61% |
| 5 | VISA INC | V | 47,023 | $16.5M | 5.75% |
| 6 | SCHWAB STRATEGIC TR | 808524300 | 468,030 | $15.3M | 5.33% |
| 7 | MCKESSON CORP | MCK | 13,622 | $11.2M | 3.90% |
| 8 | COSTCO WHSL CORP NEW | 22160K105 | 12,135 | $10.5M | 3.65% |
| 9 | HOME DEPOT INC | HD | 30,388 | $10.5M | 3.65% |
| 10 | SCHWAB STRATEGIC TR | 808524201 | 378,722 | $10.2M | 3.56% |
| 11 | MASTERCARD INCORPORATED | MA | 14,241 | $8.1M | 2.84% |
| 12 | TJX COS INC NEW | 872540109 | 50,405 | $7.7M | 2.70% |
| 13 | JPMORGAN CHASE & CO. | VYLD | 22,986 | $7.4M | 2.58% |
| 14 | AMAZON COM INC | AMZN | 31,825 | $7.3M | 2.56% |
| 15 | NVIDIA CORPORATION | NVDA | 38,833 | $7.2M | 2.53% |
| 16 | SPDR S&P 500 ETF TR | SPY | 7,249 | $4.9M | 1.72% |
| 17 | CENCORA INC | COR | 12,112 | $4.1M | 1.43% |
| 18 | ALPHABET INC | GOOG | 12,450 | $3.9M | 1.36% |
| 19 | PALANTIR TECHNOLOGIES INC | PLTR | 20,117 | $3.6M | 1.25% |
| 20 | AUTOMATIC DATA PROCESSING IN | ADP | 11,243 | $2.9M | 1.01% |