Peachtree Investment Partners, LLC

CIK 0001743863 • 6 13F filings • May 12, 2025 – Aug 6, 2026

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Filer information

Filed by: Peachtree Investment Partners, LLC, Managing Partner
Address: 6001 FLORIDA HIGHWAY A1A, P.O. BOX #8181, INDIAN RIVER SHORES,, FL, 32963
Phone: 404-478-3333
AUM: $301.3M

AUM over time

$311.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $301.3M127 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.7M	0.6%Prev: 0.6%	13,517 SH	Decreased-59 SH
ABBVIE INC	COM	$486K	0.2%Prev: 0.2%	2,126 SH	Increased+175 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$2.1M	0.7%Prev: 0.7%	7,767 SH	Decreased-918 SH
ALPHABET INC	CAP STK CL A	$3.9M	1.3%Prev: 0.9%	12,450 SH	Increased+2,049 SH
ALPHABET INC	CAP STK CL C	$2.9M	1.0%Prev: 0.7%	9,149 SH	Increased+1,093 SH
ALTRIA GROUP INC	COM	$260K	0.1%Prev: 0.1%	4,515 SH	Decreased+250 SH
AMAZON COM INC	COM	$7.3M	2.4%Prev: 2.4%	31,825 SH	Increased-23 SH
AMERICAN EXPRESS CO	COM	$554K	0.2%Prev: 0.1%	1,497 SH	Increased+357 SH
AMGEN INC	COM	$207K	0.1%	632 SH	New
APPLE INC	COM	$39.0M	12.9%Prev: 12.8%	143,531 SH	Increased-1,106 SH
ATMOS ENERGY CORP	COM	$203K	0.1%Prev: 0.1%	1,214 SH	Decreased-56 SH
AUTOMATIC DATA PROCESSING IN	COM	$2.9M	1.0%Prev: 1.5%	11,243 SH	Decreased-3,139 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.4M	0.8%Prev: 0.9%	4,829 SH	Decreased-556 SH
BROADCOM INC	COM	$2.6M	0.9%Prev: 0.8%	7,584 SH	Increased+574 SH
CAPITAL ONE FINL CORP	COM	$824K	0.3%Prev: 0.2%	3,398 SH	Increased+587 SH
CATERPILLAR INC	COM	$594K	0.2%Prev: 0.1%	1,036 SH	Increased+504 SH
CENCORA INC	COM	$4.1M	1.4%Prev: 1.2%	12,112 SH	Increased+1,107 SH
CHUBB LIMITED	COM	$210K	0.1%Prev: 0.1%	672 SH	Decreased-115 SH
CINTAS CORP	COM	$319K	0.1%Prev: 0.2%	1,699 SH	Decreased-688 SH
CITIGROUP INC	COM NEW	$430K	0.1%	3,681 SH	New
COCA COLA CO	COM	$675K	0.2%Prev: 0.3%	9,650 SH	Decreased-1,972 SH
COMCAST CORP NEW	CL A	$243K	0.1%Prev: 0.1%	8,140 SH	Decreased-60 SH
CONSOLIDATED EDISON INC	COM	$261K	0.1%Prev: 0.1%	2,627 SH	Decreased-88 SH
CORNING INC	COM	$343K	0.1%	3,919 SH	New
COSTCO WHSL CORP NEW	COM	$10.5M	3.5%Prev: 4.1%	12,135 SH	Decreased-749 SH
DANAHER CORPORATION	COM	$259K	0.1%Prev: 0.1%	1,133 SH	Increased-101 SH
DUKE ENERGY CORP NEW	COM NEW	$327K	0.1%Prev: 0.1%	2,787 SH	Decreased-11 SH
EATON CORP PLC	SHS	$310K	0.1%Prev: 0.1%	973 SH	Decreased-65 SH
ELI LILLY & CO	COM	$24.4M	8.1%Prev: 6.0%	22,687 SH	Increased-135 SH
EXXON MOBIL CORP	COM	$461K	0.2%Prev: 0.2%	3,832 SH	Decreased-277 SH
FIRST HORIZON CORPORATION	COM	$411K	0.1%Prev: 0.1%	17,189 SH	Increased
GE AEROSPACE	COM NEW	$1.0M	0.3%Prev: 0.3%	3,261 SH	Increased+531 SH
GE VERNOVA INC	COM	$272K	0.1%	416 SH	New
GOLDMAN SACHS GROUP INC	COM	$1.0M	0.3%Prev: 0.2%	1,188 SH	Increased+623 SH
HOME DEPOT INC	COM	$10.5M	3.5%Prev: 4.5%	30,388 SH	Decreased-1,450 SH
HONEYWELL INTL INC	COM	$300K	0.1%Prev: 0.1%	1,536 SH	Decreased-57 SH
INTERNATIONAL BUSINESS MACHS	COM	$748K	0.2%Prev: 0.2%	2,527 SH	Increased+737 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$443K	0.1%Prev: 0.2%	1,750 SH	Decreased-250 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$1.1M	0.4%Prev: 0.4%	9,585 SH	Decreased
ISHARES TR	20 YR TR BD ETF	$17K	0.0%	200 SH	New
ISHARES TR	CORE S&P MCP ETF	$589K	0.2%Prev: 0.2%	8,928 SH	Increased-15 SH
ISHARES TR	CORE S&P SCP ETF	$8K	0.0%Prev: 0.0%	67 SH	Increased
ISHARES TR	CORE S&P US GWT	$51K	0.0%Prev: 0.0%	306 SH	Increased
ISHARES TR	CORE S&P500 ETF	$779K	0.3%Prev: 0.4%	1,137 SH	Decreased-498 SH
ISHARES TR	DOW JONES US ETF	$398K	0.1%Prev: 0.1%	2,402 SH	Increased+7 SH
ISHARES TR	RUS 1000 ETF	$39K	0.0%Prev: 0.0%	105 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$745K	0.2%Prev: 0.3%	1,574 SH	Increased+2 SH
ISHARES TR	RUS 1000 VAL ETF	$40K	0.0%Prev: 0.0%	191 SH	Decreased-50 SH
ISHARES TR	RUS 2000 GRW ETF	$155K	0.1%Prev: 0.1%	479 SH	Decreased-12 SH
ISHARES TR	RUS 2000 VAL ETF	$12K	0.0%Prev: 0.0%	68 SH	Increased
ISHARES TR	RUS MDCP VAL ETF	$27K	0.0%Prev: 0.0%	194 SH	Increased+1 SH
ISHARES TR	RUS TP200 GR ETF	$263K	0.1%Prev: 0.1%	950 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$41K	0.0%Prev: 0.0%	167 SH	Increased
ISHARES TR	S&P 500 VAL ETF	$12K	0.0%Prev: 0.0%	59 SH	Increased+1 SH
ISHARES TR	S&P MC 400GR ETF	$145K	0.0%Prev: 0.1%	1,495 SH	Decreased-19 SH
ISHARES TR	S&P SML 600 GWT	$73K	0.0%Prev: 0.0%	521 SH	Increased+2 SH
ISHARES TR	U.S. TECH ETF	$281K	0.1%Prev: 0.1%	1,407 SH	Increased
JOHNSON & JOHNSON	COM	$1.9M	0.6%Prev: 0.5%	9,156 SH	Increased+1,705 SH
JPMORGAN CHASE & CO.	COM	$7.4M	2.5%Prev: 2.5%	22,986 SH	Increased+20 SH
L3HARRIS TECHNOLOGIES INC	COM	$592K	0.2%Prev: 0.2%	2,017 SH	Decreased-43 SH
LOCKHEED MARTIN CORP	COM	$321K	0.1%Prev: 0.1%	664 SH	Decreased+3 SH
LOWES COS INC	COM	$247K	0.1%Prev: 0.1%	1,025 SH	Decreased+4 SH
MARRIOTT INTL INC NEW	CL A	$744K	0.2%Prev: 0.2%	2,398 SH	Increased-157 SH
MASTERCARD INCORPORATED	CL A	$8.1M	2.7%Prev: 2.9%	14,241 SH	Decreased-542 SH
MCDONALDS CORP	COM	$1.2M	0.4%Prev: 0.4%	4,084 SH	Increased+90 SH
MCKESSON CORP	COM	$11.2M	3.7%Prev: 3.5%	13,622 SH	Increased+513 SH
MERCK & CO INC	COM	$209K	0.1%Prev: 0.1%	1,989 SH	Decreased-1,622 SH
META PLATFORMS INC	CL A	$1.3M	0.4%Prev: 0.8%	1,975 SH	Decreased-1,008 SH
MICROSOFT CORP	COM	$33.5M	11.1%Prev: 12.9%	69,198 SH	Decreased-2,694 SH
MONSTER BEVERAGE CORP NEW	COM	$1.1M	0.4%Prev: 0.3%	14,078 SH	Increased
NIKE INC	CL B	$597K	0.2%Prev: 0.2%	9,367 SH	Decreased-403 SH
NORFOLK SOUTHN CORP	COM	$291K	0.1%Prev: 0.1%	1,007 SH	Decreased+3 SH
NORTHROP GRUMMAN CORP	COM	$2.6M	0.9%Prev: 1.0%	4,604 SH	Decreased-333 SH
NVIDIA CORPORATION	COM	$7.2M	2.4%Prev: 2.5%	38,833 SH	Increased+861 SH
PALANTIR TECHNOLOGIES INC	CL A	$3.6M	1.2%Prev: 1.5%	20,117 SH	Decreased-3,746 SH
PEPSICO INC	COM	$398K	0.1%Prev: 0.1%	2,773 SH	Decreased-276 SH
PROCTER AND GAMBLE CO	COM	$803K	0.3%Prev: 0.3%	5,603 SH	Decreased-653 SH
REPUBLIC SVCS INC	COM	$221K	0.1%Prev: 0.3%	1,042 SH	Decreased-2,402 SH
ROLLINS INC	COM	$1.2M	0.4%Prev: 0.3%	19,918 SH	Increased+6,338 SH
ROSS STORES INC	COM	$1.3M	0.4%Prev: 0.3%	7,118 SH	Increased+594 SH
SCHWAB STRATEGIC TR	1000 INDEX ETF	$172K	0.1%Prev: 0.1%	5,234 SH	Increased+16 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$2K	0.0%Prev: 0.0%	46 SH	Increased+2 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$2K	0.0%Prev: 0.0%	88 SH	Increased+1 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$1K	0.0%Prev: 0.0%	47 SH	Increased+1 SH
SCHWAB STRATEGIC TR	HIGH YIELD BD ET	$9K	0.0%Prev: 0.0%	343 SH	Increased+7 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$18K	0.0%Prev: 0.0%	700 SH	Decreased
SCHWAB STRATEGIC TR	INTL EQTY ETF	$160K	0.1%Prev: 0.1%	6,660 SH	Increased+101 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$15K	0.0%Prev: 0.0%	650 SH	Decreased
SCHWAB STRATEGIC TR	US BRD MKT ETF	$2.0M	0.7%Prev: 0.6%	75,941 SH	Increased+3,103 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$241K	0.1%Prev: 0.1%	8,773 SH	Decreased-1,376 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$15.3M	5.1%Prev: 4.9%	468,030 SH	Increased+27,492 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$12K	0.0%Prev: 0.0%	398 SH	Increased+2 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$10.2M	3.4%Prev: 2.4%	378,722 SH	Increased+121,050 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$7K	0.0%Prev: 0.0%	220 SH	Increased+1 SH
SOUTHSTATE BK CORP	COM	$336K	0.1%Prev: 0.1%	3,575 SH	Decreased
SPDR GOLD TR	GOLD SHS	$304K	0.1%	766 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$4.9M	1.6%	7,249 SH	New
STRYKER CORPORATION	COM	$1.5M	0.5%Prev: 0.6%	4,388 SH	Decreased+59 SH
TESLA INC	COM	$572K	0.2%Prev: 0.2%	1,271 SH	Increased+5 SH
TEXAS INSTRS INC	COM	$217K	0.1%Prev: 0.1%	1,251 SH	Decreased+8 SH
THERMO FISHER SCIENTIFIC INC	COM	$204K	0.1%	352 SH	New
TJX COS INC NEW	COM	$7.7M	2.6%Prev: 2.5%	50,405 SH	Increased+1,112 SH
TRAVELERS COMPANIES INC	COM	$227K	0.1%Prev: 0.1%	783 SH	Increased-24 SH
TRUIST FINL CORP	COM	$295K	0.1%Prev: 0.1%	5,989 SH	Increased-120 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$2K	0.0%Prev: 0.0%	146 SH	Decreased+5 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$216K	0.1%Prev: 0.1%	2,920 SH	Decreased
VANGUARD INDEX FDS	GROWTH ETF	$24K	0.0%Prev: 0.0%	50 SH	Increased
VANGUARD INDEX FDS	MCAP VL IDXVIP	$66K	0.0%Prev: 0.0%	370 SH	Decreased-53 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$19.0M	6.3%Prev: 6.4%	30,218 SH	Increased-121 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$68K	0.0%Prev: 0.0%	320 SH	Increased+3 SH
VANGUARD INDEX FDS	SMALL CP ETF	$24K	0.0%Prev: 0.0%	95 SH	Increased+3 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$308K	0.1%Prev: 0.1%	917 SH	Decreased-34 SH
VANGUARD INDEX FDS	VALUE ETF	$37K	0.0%Prev: 0.0%	192 SH	Decreased-236 SH
VANGUARD SCOTTSDALE FDS	TOTAL CORP BND	$282K	0.1%Prev: 0.1%	3,632 SH	Decreased
VANGUARD SCOTTSDALE FDS	TOTAL WLD BD ETF	$11K	0.0%Prev: 0.0%	155 SH	Increased+7 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$44K	0.0%Prev: 0.0%	363 SH	Increased
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$237K	0.1%Prev: 0.1%	1,649 SH	Increased+8 SH
VANGUARD WORLD FD	FINANCIALS ETF	$6K	0.0%Prev: 0.0%	45 SH	Increased+1 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$12K	0.0%Prev: 0.0%	41 SH	Increased
VANGUARD WORLD FD	INF TECH ETF	$2.0M	0.7%Prev: 0.7%	2,718 SH	Decreased-66 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$336K	0.1%Prev: 0.1%	814 SH	Increased
VANGUARD WORLD FD	UTILITIES ETF	$6K	0.0%Prev: 0.0%	30 SH	Decreased-20 SH
VISA INC	COM CL A	$16.5M	5.5%Prev: 5.7%	47,023 SH	Decreased-1,466 SH
WALMART INC	COM	$669K	0.2%Prev: 0.2%	6,006 SH	Increased+499 SH
WASTE MGMT INC DEL	COM	$205K	0.1%Prev: 0.2%	932 SH	Decreased-1,903 SH
WELLS FARGO CO NEW	COM	$239K	0.1%Prev: 0.1%	2,565 SH	Increased+50 SH
YUM BRANDS INC	COM	$265K	0.1%Prev: 0.1%	1,754 SH	Decreased+1 SH

Sold (vs prior filing)

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All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 11, 2026	Q4 2025	13F-HR	0001398344-26-002709	$301.3M	View
Oct 31, 2025	Q3 2025	13F-HR	0001398344-25-020071	$288.4M	View
Aug 6, 2026	Q2 2026