Peachtree Investment Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 6, 2026, Peachtree Investment Partners, Llc disclosed 141 stock positions valued at approximately $311.94M as of quarter-end June 30, 2026. The largest holdings include APPLE INC, ELI LILLY & CO, and VANGUARD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 141
- Portfolio Value
- $311.94M
Holdings by Sector
Peachtree Investment Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 13.20% | 142,280 | +2,117 | +1.51% | $41,170,126 |
| ELI LILLY & CO | LLY | Healthcare | 8.36% | 21,737 | -41 | -0.19% | $26,071,470 |
| VANGUARD INDEX FDS | VOO | Other | 8.13% | 36,932 | +10,961 | +42.20% | $25,365,158 |
| MICROSOFT CORP | MSFT | Technology | 7.34% | 61,390 | -2,459 | -3.85% | $22,899,728 |
| VISA INC | V | Financial Services | 4.69% | 42,656 | -1,093 | -2.50% | $14,634,997 |
| ISHARES TR | SOXX | Other | 3.59% | 17,499 | +17,499 | +100.00% | $11,212,454 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 3.48% | 11,594 | +65 | +0.56% | $10,846,148 |
| HOME DEPOT INC | HD | Consumer Cyclical | 3.12% | 27,624 | -1,503 | -5.16% | $9,742,315 |
| SCHWAB STRATEGIC TR | SCHG | Other | 3.07% | 282,747 | -6,142 | -2.13% | $9,568,150 |
| MCKESSON CORP | MCK | Healthcare | 2.74% | 11,332 | -1,871 | -14.17% | $8,562,753 |
| NVIDIA CORPORATION | NVDA | Technology | 2.71% | 42,264 | +3,367 | +8.66% | $8,456,563 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 2.50% | 51,379 | +1,568 | +3.15% | $7,783,847 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.38% | 31,122 | +2,131 | +7.35% | $7,417,624 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.32% | 22,114 | -138 | -0.62% | $7,238,425 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.29% | 9,566 | +2,421 | +33.88% | $7,143,417 |
| MASTERCARD INCORPORATED | MA | Financial Services | 2.15% | 13,080 | -105 | -0.80% | $6,718,024 |
| ISHARES TR | MTUM | Other | 1.67% | 15,210 | +15,210 | +100.00% | $5,214,424 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.57% | 166,609 | +16,901 | +11.29% | $4,903,293 |
| ALPHABET INC | GOOGL | Communication Services | 1.48% | 12,879 | +1,010 | +8.51% | $4,602,458 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.98% | 105,452 | -10,185 | -8.81% | $3,053,899 |
| ALPHABET INC | GOOG | Communication Services | 0.97% | 8,576 | -154 | -1.76% | $3,030,302 |
| ISHARES TR | IVV | Other | 0.89% | 3,686 | +2,195 | +147.22% | $2,760,763 |
| VANGUARD WORLD FD | VGT | Other | 0.85% | 22,304 | +19,766 | +778.80% | $2,665,807 |
| BROADCOM INC | AVGO | Technology | 0.84% | 6,912 | +812 | +13.31% | $2,610,871 |
| CORNING INC | GLW | Technology | 0.80% | 9,784 | +1,519 | +18.38% | $2,499,094 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.75% | 4,581 | -330 | -6.72% | $2,333,288 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.73% | 72,242 | -102,635 | -58.69% | $2,290,801 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.73% | 8,948 | -1,054 | -10.54% | $2,272,617 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.71% | 9,869 | -481 | -4.65% | $2,210,239 |
| CENCORA INC | COR | Healthcare | 0.71% | 7,789 | -4,033 | -34.11% | $2,204,096 |
Showing 30 of 141 holdings in the latest reporting period.