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Peachtree Investment Partners, LLC

CIK 0001743863

Annualised vol
12.82303%
Beta
0.635114
HHI
490.967922
Top-10 weight
57.726354%
VaR 95%
1.13556%
VaR 99%
2.414466%
Max drawdown
19.108531%
Matched value
65.733401%

Returns of reported holdings

Loading returns…

Position changes vs prior quarter

What the latest 13F shows bought and sold against the quarter before, by share count.

TickerChangeShares nowShares beforeShare change %Value now ($)
AAPL ADDED 142,280 140,163 1.51% 41,170,126
LLY REDUCED 21,737 21,778 -0.19% 26,071,470
MSFT REDUCED 61,390 63,849 -3.85% 22,899,728
V REDUCED 42,656 43,749 -2.5% 14,634,997
COST ADDED 11,594 11,529 0.56% 10,846,148
HD REDUCED 27,624 29,127 -5.16% 9,742,315
MCK REDUCED 11,332 13,203 -14.17% 8,562,753
NVDA ADDED 42,264 38,897 8.66% 8,456,563
GOOGL ADDED 21,455 20,599 4.16% 7,632,760
AMZN ADDED 31,122 28,991 7.35% 7,417,624
JPM REDUCED 22,114 22,252 -0.62% 7,238,425
MA REDUCED 13,080 13,185 -0.8% 6,718,024
AVGO ADDED 6,912 6,100 13.31% 2,610,871
JNJ REDUCED 8,948 10,002 -10.54% 2,272,617
COR REDUCED 7,789 11,822 -34.11% 2,204,096
ROST ADDED 8,639 7,593 13.78% 1,838,854
KMB ADDED 15,995 15,987 0.05% 1,755,747
CAT ADDED 1,394 1,060 31.51% 1,484,878
MU NEW 1,083 - - 1,250,096
PLTR REDUCED 9,704 11,054 -12.21% 1,132,166
MCD REDUCED 4,052 4,133 -1.96% 1,095,267
GEV ADDED 878 618 42.07% 1,031,865
ABT REDUCED 10,397 13,127 -20.8% 943,464
KO ADDED 11,021 10,451 5.45% 895,693
SYK REDUCED 2,692 4,444 -39.42% 847,420
AMD NEW 1,437 - - 834,783
META ADDED 1,384 1,246 11.08% 779,740
GS REDUCED 770 800 -3.75% 779,043
WMT REDUCED 6,517 6,820 -4.44% 738,171
PG REDUCED 4,734 5,145 -7.99% 694,158
TSLA ADDED 1,542 1,261 22.28% 648,578
MRVL NEW 2,098 - - 625,067
ROL REDUCED 11,149 14,699 -24.15% 465,366
FHN UNCHANGED 17,189 17,189 0.0% 440,717
INTC NEW 3,058 - - 426,989
ABBV REDUCED 1,688 1,951 -13.48% 424,728
ETN REDUCED 988 1,003 -1.5% 421,007
PEP ADDED 2,861 2,763 3.55% 387,393
LMT REDUCED 758 911 -16.79% 386,101
DUK ADDED 2,980 2,899 2.79% 377,202
SNDK NEW 162 - - 368,344
MO ADDED 4,729 4,560 3.71% 340,247
NKE REDUCED 8,075 9,299 -13.16% 331,497
TRV ADDED 968 809 19.65% 319,550
CW NEW 410 - - 310,812
MS NEW 1,453 - - 303,730
ED ADDED 2,655 2,637 0.68% 293,706
MRK ADDED 2,255 1,981 13.83% 289,759
AXP REDUCED 842 1,162 -27.54% 284,697
YUM REDUCED 1,730 1,759 -1.65% 276,505
UNH NEW 610 - - 253,502
HON REDUCED 1,130 1,801 -37.26% 253,047
CTAS REDUCED 1,420 1,560 -8.97% 241,474
HWM REDUCED 895 1,123 -20.3% 240,663
BA NEW 1,098 - - 237,639
C NEW 1,668 - - 233,402
CVX REDUCED 1,386 2,179 -36.39% 229,706
AMGN ADDED 628 592 6.08% 227,465
WDC NEW 334 - - 213,361
CMCSA ADDED 8,685 8,335 4.2% 213,228
CMI NEW 285 - - 203,419
CB NEW 593 - - 201,955
T CLOSED OUT 0 7,602 -100.0% 0
ATO CLOSED OUT 0 1,417 -100.0% 0
RTX CLOSED OUT 0 1,138 -100.0% 0

Holdings (latest quarter)

TickerChangeIssuerClassCUSIPValue ($)Weight %Shares
AAPL ADDED APPLE INC COM 037833100 41,170,126 13.2 142280.0
LLY REDUCED ELI LILLY & CO COM 532457108 26,071,470 8.36 21737.0
- VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 25,365,158 8.13 36932.0
MSFT REDUCED MICROSOFT CORP COM 594918104 22,899,728 7.34 61390.0
V REDUCED VISA INC COM CL A 92826C839 14,634,997 4.69 42656.0
- ISHARES TR ISHARES SEMICDTR 464287523 11,212,454 3.59 17499.0
COST ADDED COSTCO WHOLESALE CORPORATION COM 22160K105 10,846,148 3.48 11594.0
HD REDUCED HOME DEPOT INC COM 437076102 9,742,315 3.12 27624.0
- SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 9,568,150 3.07 282747.0
MCK REDUCED MCKESSON CORP COM 58155Q103 8,562,753 2.74 11332.0
NVDA ADDED NVIDIA CORPORATION COM 67066G104 8,456,563 2.71 42264.0
- TJX COS INC NEW COM 872540109 7,783,847 2.5 51379.0
AMZN ADDED AMAZON COM INC COM 023135106 7,417,624 2.38 31122.0
JPM REDUCED JPMORGAN CHASE & CO COM 46625H100 7,238,425 2.32 22114.0
- STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 7,143,417 2.29 9566.0
MA REDUCED MASTERCARD INCORPORATED CL A 57636Q104 6,718,024 2.15 13080.0
- ISHARES TR MSCI USA MMENTM 46432F396 5,214,424 1.67 15210.0
- SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 4,903,293 1.57 166609.0
GOOGL ADDED ALPHABET INC CAP STK CL A 02079K305 4,602,458 1.48 12879.0
- SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 3,053,899 0.98 105452.0
GOOGL ADDED ALPHABET INC CAP STK CL C 02079K107 3,030,302 0.97 8576.0
- ISHARES TR CORE S&P500 ETF 464287200 2,760,763 0.89 3686.0
- VANGUARD WORLD FD INF TECH ETF 92204A702 2,665,807 0.85 22304.0
AVGO ADDED BROADCOM INC COM 11135F101 2,610,871 0.84 6912.0
- CORNING INC COM 219350105 2,499,094 0.8 9784.0
- NORTHROP GRUMMAN CORP COM 666807102 2,333,288 0.75 4581.0
- SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2,290,801 0.73 72242.0
JNJ REDUCED JOHNSON & JOHNSON COM 478160104 2,272,617 0.73 8948.0
- AUTOMATIC DATA PROCESSING IN COM 053015103 2,210,239 0.71 9869.0
COR REDUCED CENCORA INC COM 03073E105 2,204,096 0.71 7789.0
- BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,136,165 0.68 4269.0
ROST ADDED ROSS STORES INC COM 778296103 1,838,854 0.59 8639.0
KMB ADDED KIMBERLY-CLARK CORP COM 494368103 1,755,747 0.56 15995.0
- INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 46138E339 1,619,762 0.52 10027.0
CAT ADDED CATERPILLAR INC COM 149123101 1,484,878 0.48 1394.0
MU NEW MICRON TECHNOLOGY INC COM 595112103 1,250,096 0.4 1083.0
PLTR REDUCED PALANTIR TECHNOLOGIES INC CL A 69608A108 1,132,166 0.36 9704.0
MCD REDUCED MCDONALDS CORP COM 580135101 1,095,267 0.35 4052.0
GEV ADDED GE VERNOVA INC COM 36828A101 1,031,865 0.33 878.0
- INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 967,177 0.31 3192.0
ABT REDUCED ABBOTT LABORATORIES COM 002824100 943,464 0.3 10397.0
- MARRIOTT INTL INC NEW CL A 571903202 920,655 0.3 2484.0
KO ADDED COCA COLA CO COM 191216100 895,693 0.29 11021.0
- ACCENTURE PLC IRELAND SHS CLASS A G1151C101 886,197 0.28 7121.0
- GE AEROSPACE COM NEW 369604301 864,438 0.28 2313.0
SYK REDUCED STRYKER CORPORATION COM 863667101 847,420 0.27 2692.0
AMD NEW ADVANCED MICRO DEVICES INC COM 007903107 834,783 0.27 1437.0
- ISHARES TR RUS 1000 GRW ETF 464287614 811,958 0.26 6539.0
- APPLIED MATLS INC COM 038222105 809,863 0.26 1120.0
META ADDED META PLATFORMS INC CL A 30303M102 779,740 0.25 1384.0
GS REDUCED GOLDMAN SACHS GROUP INC COM 38141G104 779,043 0.25 770.0
WMT REDUCED WALMART INC COM 931142103 738,171 0.24 6517.0
PG REDUCED PROCTER & GAMBLE CO COM 742718109 694,158 0.22 4734.0
- ISHARES TR CORE S&P MCP ETF 464287507 675,267 0.22 8757.0
TSLA ADDED TESLA INC COM 88160R101 648,578 0.21 1542.0
MRVL NEW MARVELL TECHNOLOGY INC COM 573874104 625,067 0.2 2098.0
- L3HARRIS TECHNOLOGIES INC COM 502431109 607,886 0.19 2092.0
- CAPITAL ONE FINL CORP COM 14040H105 567,554 0.18 2829.0
ROL REDUCED ROLLINS INC COM 775711104 465,366 0.15 11149.0
- TEXAS INSTRS INC COM 882508104 462,023 0.15 1550.0
FHN UNCHANGED FIRST HORIZON CORPORATION COM 320517105 440,717 0.14 17189.0
INTC NEW INTEL CORP COM 458140100 426,989 0.14 3058.0
ABBV REDUCED ABBVIE INC COM 00287Y109 424,728 0.14 1688.0
ETN REDUCED EATON CORP PLC SHS G29183103 421,007 0.13 988.0
PEP ADDED PEPSICO INC COM 713448108 387,393 0.12 2861.0
LMT REDUCED LOCKHEED MARTIN CORP COM 539830109 386,101 0.12 758.0
DUK ADDED DUKE ENERGY CORP NEW COM NEW 26441C204 377,202 0.12 2980.0
- TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 372,982 0.12 781.0
SNDK NEW SANDISK CORP COM 80004C200 368,344 0.12 162.0
- SOUTHSTATE BK CORP COM 84472E102 357,105 0.11 3575.0
- VANGUARD INDEX FDS TOTAL STK MKT 922908769 347,701 0.11 940.0
MO ADDED ALTRIA GROUP INC COM 02209S103 340,247 0.11 4729.0
- ISHARES TR DOW JONES US ETF 464287846 339,538 0.11 1863.0
NKE REDUCED NIKE INC CL B 654106103 331,497 0.11 8075.0
TRV ADDED TRAVELERS COMPANIES INC COM 89417E109 319,550 0.1 968.0
- SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 318,450 0.1 330.0
CW NEW CURTISS WRIGHT CORP COM 231561101 310,812 0.1 410.0
MS NEW MORGAN STANLEY COM NEW 617446448 303,730 0.1 1453.0
- TRUIST FINL CORP COM 89832Q109 301,858 0.1 6059.0
- INTERNATIONAL BUSINESS MACHS COM 459200101 298,421 0.1 1061.0
ED ADDED CONSOLIDATED EDISON INC COM 209115104 293,706 0.09 2655.0
- NORFOLK SOUTHN CORP COM 655844108 290,100 0.09 922.0
MRK ADDED MERCK & CO INC COM 58933Y105 289,759 0.09 2255.0
AXP REDUCED AMERICAN EXPRESS CO COM 025816109 284,697 0.09 842.0
- VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 278,900 0.09 3632.0
YUM REDUCED YUM BRANDS INC COM 988498101 276,505 0.09 1730.0
- VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 262,736 0.08 1663.0
- CASEYS GEN STORES INC COM 147528103 257,444 0.08 324.0
- SPDR GOLD TR GOLD SHS 78463V107 254,551 0.08 691.0
UNH NEW UNITEDHEALTH GROUP INC COM 91324P102 253,502 0.08 610.0
HON REDUCED HONEYWELL INTL INC COM 438516205 253,047 0.08 1130.0
- SIMON PPTY GROUP INC NEW COM 828806109 243,555 0.08 1089.0
CTAS REDUCED CINTAS CORP COM 172908105 241,474 0.08 1420.0
HWM REDUCED HOWMET AEROSPACE INC COM 443201108 240,663 0.08 895.0
BA NEW BOEING CO COM 097023105 237,639 0.08 1098.0
- CISCO SYS INC COM 17275R102 234,570 0.08 1997.0
C NEW CITIGROUP INC COM NEW 172967424 233,402 0.07 1668.0
CVX REDUCED CHEVRON CORPORATION COM 166764100 229,706 0.07 1386.0
AMGN ADDED AMGEN INC COM 031162100 227,465 0.07 628.0
- WELLS FARGO & CO COM 949746101 225,632 0.07 2730.0
- ISHARES TR RUS TP200 GR ETF 464289438 217,965 0.07 750.0
- VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 214,350 0.07 2920.0
WDC NEW WESTERN DIGITAL CORP COM 958102105 213,361 0.07 334.0
CMCSA ADDED COMCAST CORP NEW CL A 20030N101 213,228 0.07 8685.0
- ISHARES TR U.S. TECH ETF 464287721 208,981 0.07 829.0
CMI NEW CUMMINS INC COM 231021106 203,419 0.07 285.0
CB NEW CHUBB LIMITED COM H1467J104 201,955 0.06 593.0
- SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 189,731 0.06 5262.0
- ISHARES TR S&P MC 400GR ETF 464287606 169,267 0.05 1441.0
- ISHARES TR RUS 2000 GRW ETF 464287648 168,588 0.05 428.0
- VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 127,810 0.04 1000.0
- SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 100,999 0.03 2901.0
- ISHARES TR S&P SML 600 GWT 464287887 92,978 0.03 521.0
- VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 73,395 0.02 371.0
- ISHARES TR CORE S&P US GWT 464287671 57,556 0.02 306.0
- ISHARES TR RUSSELL 2000 ETF 464287655 50,507 0.02 168.0
- VANGUARD INDEX FDS SM CP VAL ETF 922908611 50,381 0.02 207.0
- ISHARES TR RUS 1000 VAL ETF 464287598 46,518 0.01 192.0
- VANGUARD INDEX FDS VALUE ETF 922908744 42,391 0.01 195.0
- SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 39,777 0.01 1436.0
- ISHARES TR RUS MDCP VAL ETF 464287473 32,053 0.01 195.0
- VANGUARD INDEX FDS SMALL CP ETF 922908751 29,931 0.01 99.0
- VANGUARD INDEX FDS GROWTH ETF 922908736 25,842 0.01 300.0
- VANGUARD WORLD FD ENERGY ETF 92204A306 23,558 0.01 157.0
- ISHARES TR RUS 1000 ETF 464287622 17,609 0.01 43.0
- ISHARES TR 20 YR TR BD ETF 464287432 17,284 0.01 200.0
- SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 17,262 0.01 700.0
- SCHWAB STRATEGIC TR US SML CAP ETF 808524607 16,548 0.01 458.0
- ISHARES TR RUS 2000 VAL ETF 464287630 15,188 0.0 69.0
- SCHWAB STRATEGIC TR US AGGREGATE B 808524839 15,035 0.0 650.0
- SCHWAB STRATEGIC TR FUNDAMENTAL US S 808524763 13,359 0.0 351.0
- SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524755 12,821 0.0 243.0
- SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 12,749 0.0 346.0
- VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 12,170 0.0 156.0
- VANGUARD WORLD FD HEALTH CAR ETF 92204A504 12,151 0.0 41.0
- VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565 11,350 0.0 166.0
- ISHARES TR CORE S&P SCP ETF 464287804 9,937 0.0 67.0
- SCHWAB STRATEGIC TR HIGH YIEL BD ETF 808524631 9,246 0.0 353.0
- VANGUARD WORLD FD UTILITIES ETF 92204A876 5,923 0.0 30.0
- ISHARES TR S&P 500 VAL ETF 464287408 4,913 0.0 22.0
- INVESCO EXCH TRADED FD TR II ESG NASDAQ 100 46138G540 3,842 0.0 75.0
- SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771 2,743 0.0 88.0
- ISHARES TR CORE MSCI EAFE 46432F842 2,415 0.0 25.0

Quarterly portfolios

PeriodFiledValue ($)PositionsVol %BetaMax DD %
2026-06-30 2026-08-06 311,942,963 143 12.82303 0.635114 19.108531
2026-03-31 2026-05-08 262,411,072 129 13.569625 0.669574 20.67657
2025-12-31 2026-02-11 301,321,085 127 13.310832 0.656338 19.975654
2025-09-30 2025-10-31 288,408,274 128 13.602505 0.673043 20.391853
2025-03-31 2025-05-12 253,097,911 125 12.886539 0.627472 20.050869
2024-12-31 2025-02-13 266,904,536 114 13.225862 0.647019 19.838211