Peachtree Investment Partners, LLC 13F Holdings · Q2 2026
Peachtree Investment Partners, LLC reported 143 securities worth $311.94M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (13.20%), LLY (8.36%), VOO (8.13%). Among its top 25 positions this quarter: 2 new, 13 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $41.2M | 13.20% | 142,280 | Added |
| 2 | LLY | ELI LILLY & CO | $26.1M | 8.36% | 21,737 | Trimmed |
| 3 | VOO | VANGUARD INDEX FDS | $25.4M | 8.13% | 36,932 | Added |
| 4 | MSFT | MICROSOFT CORP | $22.9M | 7.34% | 61,390 | Trimmed |
| 5 | V | VISA INC | $14.6M | 4.69% | 42,656 | Trimmed |
| 6 | SOXX | ISHARES TR | $11.2M | 3.59% | 17,499 | New |
| 7 | COST | COSTCO WHOLESALE CORPORATION | $10.8M | 3.48% | 11,594 | Added |
| 8 | HD | HOME DEPOT INC | $9.7M | 3.12% | 27,624 | Trimmed |
| 9 | SCHG | SCHWAB STRATEGIC TR | $9.6M | 3.07% | 282,747 | Trimmed |
| 10 | MCK | MCKESSON CORP | $8.6M | 2.74% | 11,332 | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $8.5M | 2.71% | 42,264 | Added |
| 12 | TJX | TJX COS INC NEW | $7.8M | 2.50% | 51,379 | Added |
| 13 | AMZN | AMAZON COM INC | $7.4M | 2.38% | 31,122 | Added |
| 14 | JPM | JPMORGAN CHASE & CO | $7.2M | 2.32% | 22,114 | Trimmed |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $7.1M | 2.29% | 9,566 | Added |
| 16 | MA | MASTERCARD INCORPORATED | $6.7M | 2.15% | 13,080 | Trimmed |
| 17 | MTUM | ISHARES TR | $5.2M | 1.67% | 15,210 | New |
| 18 | SCHX | SCHWAB STRATEGIC TR | $4.9M | 1.57% | 166,609 | Added |
| 19 | GOOGL | ALPHABET INC | $4.6M | 1.48% | 12,879 | Added |
| 20 | SCHB | SCHWAB STRATEGIC TR | $3.1M | 0.98% | 105,452 | Trimmed |
| 21 | GOOG | ALPHABET INC | $3.0M | 0.97% | 8,576 | Trimmed |
| 22 | IVV | ISHARES TR | $2.8M | 0.89% | 3,686 | Added |
| 23 | VGT | VANGUARD WORLD FD | $2.7M | 0.85% | 22,304 | Added |
| 24 | AVGO | BROADCOM INC | $2.6M | 0.84% | 6,912 | Added |
| 25 | GLW | CORNING INC | $2.5M | 0.80% | 9,784 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR