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Peachtree Investment Partners, LLC

Q2 2025 · 13F-HR

Peachtree Investment Partners, LLCholdings as filed

Filed 2025-08-12 · accession 0001398344-25-015011

$262.1M
Reported value
126
Positions
2025-06-30
Period end
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The Brief · Peachtree Investment Partners, LLC · Q2 2025

AI · grounded in 13F

Peachtree Investment Partners, LLC established a new position in MSFT valued at $36.47M. The fund also initiated new stakes in AAPL for $30.32M and LLY for $18.81M. Additional new positions include V at $17.65M and COST at $13.23M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$36.5M13.9%73,322CommonNONE
037833100AAPLAPPLE INC$30.3M11.6%147,775CommonNONE
532457108LLYELI LILLY & CO$18.8M7.18%24,128CommonNONE
92826C839VVISA INC$17.7M6.74%49,717CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$13.2M5.05%13,365CommonNONE
922908363VOOVANGUARD INDEX FDS$12.4M4.74%21,861CommonNONE
437076102HDHOME DEPOT INC$11.1M4.25%30,396CommonNONE
58155Q103MCKMCKESSON CORP$10.4M3.97%14,187CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$10.3M3.92%351,910CommonNONE
57636Q104MAMASTERCARD INCORPORATED$8.3M3.18%14,852CommonNONE
023135106AMZNAMAZON COM INC$6.6M2.53%30,200CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$6.5M2.47%22,323CommonNONE
872540109TJXTJX COS INC NEW$6.2M2.35%49,807CommonNONE
67066G104NVDANVIDIA CORPORATION$5.3M2.01%33,283CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$4.7M1.79%15,173CommonNONE
03073E105CORCENCORA INC$3.6M1.35%11,842CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.4M1.30%7,027CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$3.2M1.20%10,560CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$3.2M1.20%129,047CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.8M1.06%20,398CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$2.5M0.96%5,012CommonNONE
002824100ABTABBOTT LABS$1.9M0.74%14,179CommonNONE
92204A702VGTVANGUARD WORLD FD$1.8M0.70%2,783CommonNONE
863667101SYKSTRYKER CORPORATION$1.7M0.67%4,407CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$1.7M0.66%72,970CommonNONE
30303M102METAMETA PLATFORMS INC$1.7M0.64%2,289CommonNONE
580135101MCDMCDONALDS CORP$1.3M0.50%4,476CommonNONE
760759100RSGREPUBLIC SVCS INC$1.2M0.46%4,862CommonNONE
478160104JNJJOHNSON & JOHNSON$1.2M0.46%7,809CommonNONE
02079K305GOOGLALPHABET INC$1.1M0.42%6,261CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$1.1M0.41%9,505CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.1M0.40%6,652CommonNONE
11135F101AVGOBROADCOM INC$1.0M0.39%3,704CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$988,8670.38%3,355CommonNONE
94106L109WMWASTE MGMT INC DEL$976,5060.37%4,268CommonNONE
922908769VTIVANGUARD INDEX FDS$944,5730.36%3,108CommonNONE
775711104ROLROLLINS INC$898,3080.34%15,922CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$881,8460.34%14,078CommonNONE
02079K107GOOGALPHABET INC$881,6380.34%4,970CommonNONE
778296103ROSTROSS STORES INC$850,3700.32%6,665CommonNONE
191216100KOCOCA COLA CO$828,9620.32%11,717CommonNONE
571903202MARMARRIOTT INTL INC NEW$716,2890.27%2,622CommonNONE
654106103NKENIKE INC$712,9140.27%10,035CommonNONE
64110L106NFLXNETFLIX INC$661,5300.25%494CommonNONE
14040H105COFCAPITAL ONE FINL CORP$598,0680.23%2,811CommonNONE
464287614IWFISHARES TR$597,8830.23%1,408CommonNONE
464287507IJHISHARES TR$561,9290.21%9,060CommonNONE
464287200IVVISHARES TR$548,4120.21%883CommonNONE
172908105CTASCINTAS CORP$541,3100.21%2,429CommonNONE
320517105FHNFIRST HORIZON CORPORATION$530,6500.20%25,031CommonNONE
H1467J104CBCHUBB LIMITED$509,2290.19%1,758CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$509,2130.19%2,030CommonNONE
369604301GEGE AEROSPACE$505,5860.19%1,964CommonNONE
713448108PEPPEPSICO INC$469,0490.18%3,552CommonNONE
931142103WMTWALMART INC$458,5850.17%4,690CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$454,2000.17%2,000CommonNONE
30231G102XOMEXXON MOBIL CORP$452,3740.17%4,196CommonNONE
00206R102TAT&T INC$452,2190.17%15,626CommonNONE
G29183103ETNEATON CORP PLC$406,6120.16%1,139CommonNONE
00287Y109ABBVABBVIE INC$405,0330.15%2,182CommonNONE
88160R101TSLATESLA INC$402,1670.15%1,266CommonNONE
053332102AZOAUTOZONE INC$374,9350.14%101CommonNONE
438516106HONHONEYWELL INTL INC$371,0990.14%1,594CommonNONE
025816109AXPAMERICAN EXPRESS CO$364,9920.14%1,144CommonNONE
464287846IYYISHARES TR$360,4580.14%2,389CommonNONE
803054204SAPSAP SE$358,8380.14%1,180CommonNONE
539830109LMTLOCKHEED MARTIN CORP$338,4260.13%731CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$329,9520.13%2,796CommonNONE
840441109SSBUSDSOUTHSTATE CORPORATION$328,9730.13%3,575CommonNONE
58933Y105MRKMERCK & CO INC$314,1890.12%3,969CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$300,1210.11%424CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$298,9510.11%1,117CommonNONE
921910816MGKVANGUARD WORLD FD$297,9980.11%814CommonNONE
02209S103MOALTRIA GROUP INC$295,2260.11%5,035CommonNONE
718172109PMPHILIP MORRIS INTL INC$291,5110.11%1,601CommonNONE
988498101YUMYUM BRANDS INC$290,3470.11%1,959CommonNONE
20030N101CMCSACOMCAST CORP NEW$290,0040.11%8,126CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$280,9890.11%1,532CommonNONE
92206C573VTCVANGUARD SCOTTSDALE FDS$280,8250.11%3,632CommonNONE
209115104EDCONSOLIDATED EDISON INC$274,0740.10%2,731CommonNONE
89832Q109TFCTRUIST FINL CORP$268,6490.10%6,249CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$266,5270.10%10,058CommonNONE
92936U109WPCWP CAREY INC$260,6970.10%4,179CommonNONE
882508104TXNTEXAS INSTRS INC$256,6920.10%1,236CommonNONE
655844108NSCNORFOLK SOUTHN CORP$256,0610.10%1,000CommonNONE
235851102DHRDANAHER CORPORATION$248,6160.09%1,259CommonNONE
464287721IYWISHARES TR$243,7500.09%1,407CommonNONE
464289438IWYISHARES TR$234,1850.09%950CommonNONE
609207105MDLZMONDELEZ INTL INC$231,0280.09%3,426CommonNONE
921937835BNDVANGUARD BD INDEX FDS$228,9680.09%3,110CommonNONE
548661107LOWLOWES COS INC$225,5520.09%1,017CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$217,9230.08%1,635CommonNONE
049560105ATOATMOS ENERGY CORP$210,7160.08%1,367CommonNONE
949746101WMT2WELLS FARGO CO NEW$201,5260.08%2,515CommonNONE
808524722SCHKSCHWAB STRATEGIC TR$155,1860.06%5,204CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$144,9520.06%6,559CommonNONE
464287648IWOISHARES TR$140,7330.05%492CommonNONE
464287606IJKISHARES TR$137,6530.05%1,513CommonNONE
922908744VTVVANGUARD INDEX FDS$75,3090.03%426CommonNONE
922908512VOEVANGUARD INDEX FDS$69,4020.03%422CommonNONE
464287887IJTISHARES TR$68,9070.03%518CommonNONE
922908611VBRVANGUARD INDEX FDS$61,6120.02%316CommonNONE
464287598IWDISHARES TR$51,6120.02%266CommonNONE
464287671IUSGISHARES TR$46,0220.02%306CommonNONE
464287655IWMISHARES TR$35,9040.01%166CommonNONE
464287622IWBISHARES TR$35,5520.01%105CommonNONE
464287473IWSISHARES TR$25,3520.01%192CommonNONE
922908736VUGVANGUARD INDEX FDS$21,9200.01%50CommonNONE
922908751VBVANGUARD INDEX FDS$21,4240.01%90CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$17,5210.01%700CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$15,1060.01%650CommonNONE
92204A876VPUVANGUARD WORLD FD$14,1210.01%80CommonNONE
464287408IVEISHARES TR$11,3750.00%58CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$10,8900.00%394CommonNONE
921937827BSVVANGUARD BD INDEX FDS$10,7130.00%136CommonNONE
464287630IWNISHARES TR$10,6520.00%68CommonNONE
92204A504VHTVANGUARD WORLD FD$10,0920.00%41CommonNONE
92206C565BNDWVANGUARD SCOTTSDALE FDS$9,9030.00%143CommonNONE
808524631SCYBSCHWAB STRATEGIC TR$8,7530.00%330CommonNONE
464287804IJRISHARES TR$7,3220.00%67CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$6,1340.00%219CommonNONE
92204A405VFHVANGUARD WORLD FD$5,6460.00%44CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$2,1290.00%87CommonNONE
808524730FNDESCHWAB STRATEGIC TR$1,4620.00%44CommonNONE
808524763FNDASCHWAB STRATEGIC TR$1,3240.00%46CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$3210.00%15CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.