Peachtree Investment Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Peachtree Investment Partners, LLC held in its portfolio 127 assets valued at $301,321,085 (i.e. $301.32M).
The most valuable assets in the portfolio included: APPLE INC ($39.02M), MICROSOFT CORP ($33.47M), and ELI LILLY & CO ($24.38M).
The chart below shows the top 10 valuable assets, and the table below shows the top 127 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Peachtree Investment Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 143531 | 39020270 | COM |
| MICROSOFT CORP | 69198 | 33465776 | COM |
| ELI LILLY & CO | 22687 | 24381676 | COM |
| VANGUARD INDEX FDS | 30218 | 18950864 | S&P 500 ETF SHS |
| VISA INC | 47023 | 16491474 | COM CL A |
| SCHWAB STRATEGIC TR | 468030 | 15267145 | US LCAP GR ETF |
| MCKESSON CORP | 13622 | 11174305 | COM |
| COSTCO WHSL CORP NEW | 12135 | 10464146 | COM |
| HOME DEPOT INC | 30388 | 10456341 | COM |
| SCHWAB STRATEGIC TR | 378722 | 10191418 | US LRG CAP ETF |
| MASTERCARD INCORPORATED | 14241 | 8129864 | CL A |
| TJX COS INC NEW | 50405 | 7742773 | COM |
| JPMORGAN CHASE & CO. | 22986 | 7406406 | COM |
| AMAZON COM INC | 31825 | 7345853 | COM |
| NVIDIA CORPORATION | 38833 | 7242302 | COM |
| SPDR S&P 500 ETF TR | 7249 | 4942905 | TR UNIT |
| CENCORA INC | 12112 | 4090701 | COM |
| ALPHABET INC | 12450 | 3896930 | CAP STK CL A |
| PALANTIR TECHNOLOGIES INC | 20117 | 3575797 | CL A |
| AUTOMATIC DATA PROCESSING IN | 11243 | 2892011 | COM |
| ALPHABET INC | 9149 | 2870874 | CAP STK CL C |
| NORTHROP GRUMMAN CORP | 4604 | 2625230 | COM |
| BROADCOM INC | 7584 | 2624859 | COM |
| BERKSHIRE HATHAWAY INC DEL | 4829 | 2427297 | CL B NEW |
| ACCENTURE PLC IRELAND | 7767 | 2084015 | SHS CLASS A |
| VANGUARD WORLD FD | 2718 | 2048702 | INF TECH ETF |
| SCHWAB STRATEGIC TR | 75941 | 1991944 | US BRD MKT ETF |
| JOHNSON & JOHNSON | 9156 | 1894758 | COM |
| ABBOTT LABS | 13517 | 1693549 | COM |
| STRYKER CORPORATION | 4388 | 1542301 | COM |
| META PLATFORMS INC | 1975 | 1303942 | CL A |
| ROSS STORES INC | 7118 | 1282160 | COM |
| MCDONALDS CORP | 4084 | 1248122 | COM |
| ROLLINS INC | 19918 | 1195497 | COM |
| INVESCO EXCH TRADED FD TR II | 9585 | 1143682 | S&P 500 MOMNTM |
| MONSTER BEVERAGE CORP NEW | 14078 | 1079360 | COM |
| GOLDMAN SACHS GROUP INC | 1188 | 1044062 | COM |
| GE AEROSPACE | 3261 | 1004558 | COM NEW |
| CAPITAL ONE FINL CORP | 3398 | 823539 | COM |
| PROCTER AND GAMBLE CO | 5603 | 802916 | COM |
| ISHARES TR | 1137 | 778882 | CORE S&P500 ETF |
| INTERNATIONAL BUSINESS MACHS | 2527 | 748395 | COM |
| ISHARES TR | 1574 | 744809 | RUS 1000 GRW ETF |
| MARRIOTT INTL INC NEW | 2398 | 743906 | CL A |
| COCA COLA CO | 9650 | 674623 | COM |
| WALMART INC | 6006 | 669134 | COM |
| NIKE INC | 9367 | 596799 | CL B |
| CATERPILLAR INC | 1036 | 593757 | COM |
| L3HARRIS TECHNOLOGIES INC | 2017 | 592147 | COM |
| ISHARES TR | 8928 | 589271 | CORE S&P MCP ETF |
| TESLA INC | 1271 | 571608 | COM |
| AMERICAN EXPRESS CO | 1497 | 553661 | COM |
| ABBVIE INC | 2126 | 485672 | COM |
| EXXON MOBIL CORP | 3832 | 461162 | COM |
| INVESCO EXCH TRADED FD TR II | 1750 | 442610 | NASDAQ 100 ETF |
| CITIGROUP INC | 3681 | 429590 | COM NEW |
| FIRST HORIZON CORPORATION | 17189 | 410809 | COM |
| ISHARES TR | 2402 | 398272 | DOW JONES US ETF |
| PEPSICO INC | 2773 | 397911 | COM |
| CORNING INC | 3919 | 343161 | COM |
| SOUTHSTATE BK CORP | 3575 | 336408 | COM |
| VANGUARD WORLD FD | 814 | 335922 | MEGA GRWTH IND |
| DUKE ENERGY CORP NEW | 2787 | 326608 | COM NEW |
| LOCKHEED MARTIN CORP | 664 | 321013 | COM |
| CINTAS CORP | 1699 | 319498 | COM |
| EATON CORP PLC | 973 | 309910 | SHS |
| VANGUARD INDEX FDS | 917 | 307546 | TOTAL STK MKT |
| SPDR GOLD TR | 766 | 303573 | GOLD SHS |
| HONEYWELL INTL INC | 1536 | 299681 | COM |
| TRUIST FINL CORP | 5989 | 294724 | COM |
| NORFOLK SOUTHN CORP | 1007 | 290767 | COM |
| VANGUARD SCOTTSDALE FDS | 3632 | 281951 | TOTAL CORP BND |
| ISHARES TR | 1407 | 280962 | U.S. TECH ETF |
| GE VERNOVA INC | 416 | 271961 | COM |
| YUM BRANDS INC | 1754 | 265363 | COM |
| ISHARES TR | 950 | 263093 | RUS TP200 GR ETF |
| CONSOLIDATED EDISON INC | 2627 | 260871 | COM |
| ALTRIA GROUP INC | 4515 | 260358 | COM |
| DANAHER CORPORATION | 1133 | 259271 | COM |
| LOWES COS INC | 1025 | 247078 | COM |
| COMCAST CORP NEW | 8140 | 243318 | CL A |
| SCHWAB STRATEGIC TR | 8773 | 240630 | US DIVIDEND EQ |
| WELLS FARGO CO NEW | 2565 | 239086 | COM |
| VANGUARD WHITEHALL FDS | 1649 | 236639 | HIGH DIV YLD |
| TRAVELERS COMPANIES INC | 783 | 227157 | COM |
| REPUBLIC SVCS INC | 1042 | 220844 | COM |
| TEXAS INSTRS INC | 1251 | 217012 | COM |
| VANGUARD BD INDEX FDS | 2920 | 216278 | TOTAL BND MRKT |
| CHUBB LIMITED | 672 | 209707 | COM |
| MERCK & CO INC | 1989 | 209355 | COM |
| AMGEN INC | 632 | 206784 | COM |
| WASTE MGMT INC DEL | 932 | 204787 | COM |
| THERMO FISHER SCIENTIFIC INC | 352 | 204161 | COM |
| ATMOS ENERGY CORP | 1214 | 203441 | COM |
| SCHWAB STRATEGIC TR | 5234 | 171666 | 1000 INDEX ETF |
| SCHWAB STRATEGIC TR | 6660 | 160097 | INTL EQTY ETF |
| ISHARES TR | 479 | 154648 | RUS 2000 GRW ETF |
| ISHARES TR | 1495 | 144878 | S&P MC 400GR ETF |
| ISHARES TR | 521 | 73487 | S&P SML 600 GWT |
| VANGUARD INDEX FDS | 320 | 67852 | SM CP VAL ETF |
| VANGUARD INDEX FDS | 370 | 65609 | MCAP VL IDXVIP |
| ISHARES TR | 306 | 51390 | CORE S&P US GWT |
| VANGUARD SCOTTSDALE FDS | 363 | 44195 | VNG RUS1000GRW |
| ISHARES TR | 167 | 41209 | RUSSELL 2000 ETF |
| ISHARES TR | 191 | 40256 | RUS 1000 VAL ETF |
| ISHARES TR | 105 | 39228 | RUS 1000 ETF |
| VANGUARD INDEX FDS | 192 | 36764 | VALUE ETF |
| ISHARES TR | 194 | 27297 | RUS MDCP VAL ETF |
| VANGUARD INDEX FDS | 95 | 24454 | SMALL CP ETF |
| VANGUARD INDEX FDS | 50 | 24393 | GROWTH ETF |
| SCHWAB STRATEGIC TR | 700 | 17556 | INT-TRM U.S TRES |
| ISHARES TR | 200 | 17432 | 20 YR TR BD ETF |
| SCHWAB STRATEGIC TR | 650 | 15191 | US AGGREGATE B |
| ISHARES TR | 59 | 12455 | S&P 500 VAL ETF |
| ISHARES TR | 68 | 12362 | RUS 2000 VAL ETF |
| SCHWAB STRATEGIC TR | 398 | 11777 | US LCAP VA ETF |
| VANGUARD WORLD FD | 41 | 11698 | HEALTH CAR ETF |
| VANGUARD SCOTTSDALE FDS | 155 | 10649 | TOTAL WLD BD ETF |
| SCHWAB STRATEGIC TR | 343 | 9069 | HIGH YIELD BD ET |
| ISHARES TR | 67 | 8052 | CORE S&P SCP ETF |
| SCHWAB STRATEGIC TR | 220 | 6603 | US MID-CAP ETF |
| VANGUARD WORLD FD | 45 | 5969 | FINANCIALS ETF |
| VANGUARD WORLD FD | 30 | 5551 | UTILITIES ETF |
| SCHWAB STRATEGIC TR | 88 | 2381 | FUNDAMENTAL US L |
| SCHWAB STRATEGIC TR | 46 | 1656 | FUNDAMENTAL EMER |
| VANGUARD BD INDEX FDS | 146 | 1533 | SHORT TRM BOND |
| SCHWAB STRATEGIC TR | 47 | 1468 | FUNDAMENTAL US S |
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