Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Peachtree Investment Partners, LLC (CIK 1743863) reported $262.4M across 128 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($35.6M, 13.56%), MSFT ($23.6M, 9.01%), LLY ($20.0M, 7.63%), VOO ($15.5M, 5.91%), V ($13.2M, 5.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $35.6M | 13.56% | 140,163 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $23.6M | 9.01% | 63,849 | Trimmed |
| 3 | LLY | ELI LILLY & CO | $20.0M | 7.63% | 21,778 | Trimmed |
| 4 | VOO | VANGUARD INDEX FDS | $15.5M | 5.91% | 25,971 | Trimmed |
| 5 | V | VISA INC | $13.2M | 5.04% | 43,749 | Trimmed |
| 6 | COST | COSTCO WHOLESALE CORPORATION | $11.5M | 4.38% | 11,529 | Trimmed |
| 7 | MCK | MCKESSON CORP | $11.4M | 4.35% | 13,203 | Trimmed |
| 8 | HD | HOME DEPOT INC | $9.6M | 3.65% | 29,127 | Trimmed |
| 9 | SCHG | SCHWAB STRATEGIC TR | $8.4M | 3.21% | 288,889 | Trimmed |
| 10 | TJX | TJX COS INC NEW | $8.0M | 3.03% | 49,811 | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $6.8M | 2.59% | 38,897 | Added |
| 12 | MA | MASTERCARD INCORPORATED | $6.6M | 2.51% | 13,185 | Trimmed |
| 13 | JPM | JPMORGAN CHASE & CO | $6.5M | 2.49% | 22,252 | Trimmed |
| 14 | AMZN | AMAZON COM INC | $6.0M | 2.30% | 28,991 | Trimmed |
| 15 | SCHD | SCHWAB STRATEGIC TR | $5.4M | 2.04% | 174,877 | Added |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $4.6M | 1.77% | 7,145 | Trimmed |
| 17 | SCHX | SCHWAB STRATEGIC TR | $3.8M | 1.46% | 149,708 | Trimmed |
| 18 | ABC | CENCORA INC | $3.7M | 1.42% | 11,822 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $3.4M | 1.30% | 11,869 | Trimmed |
| 20 | NOC | NORTHROP GRUMMAN CORP | $3.4M | 1.28% | 4,911 | Added |
| 21 | SCHB | SCHWAB STRATEGIC TR | $2.9M | 1.11% | 115,637 | Added |
| 22 | GOOG | ALPHABET INC | $2.5M | 0.95% | 8,730 | Trimmed |
| 23 | JNJ | JOHNSON & JOHNSON | $2.4M | 0.93% | 10,002 | Added |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.2M | 0.83% | 4,570 | Trimmed |
| 25 | ADP | AUTOMATIC DATA PROCESSING IN | $2.1M | 0.80% | 10,350 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31