Q3 2025 · 13F-HR
Peachtree Investment Partners, LLCholdings as filed
Filed 2025-10-31 · accession 0001398344-25-020071
$288.4M
Reported value
128
Positions
2025-09-30
Period end
The Brief · Peachtree Investment Partners, LLC · Q3 2025
AI · grounded in 13F
Peachtree Investment Partners, LLC established a new position in MSFT valued at $37.2M. The fund also initiated new stakes in AAPL for $36.8M and VOO for $18.6M. Additional new positions include LLY at $17.4M and V at $16.6M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $37.2M | 12.9% | 71,892 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $36.8M | 12.8% | 144,637 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $18.6M | 6.44% | 30,339 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $17.4M | 6.04% | 22,822 | Common | NONE |
| 92826C839 | V | VISA INC | $16.6M | 5.74% | 48,489 | Common | NONE |
| 808524300 | SCHG | SCHWAB STRATEGIC TR | $14.1M | 4.87% | 440,538 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $12.9M | 4.47% | 31,838 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $11.9M | 4.14% | 12,884 | Common | NONE |
| 58155Q103 | MCK | MCKESSON CORP | $10.1M | 3.51% | 13,109 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $8.4M | 2.92% | 14,783 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $7.2M | 2.51% | 22,966 | Common | NONE |
| 872540109 | TJX | TJX COS INC NEW | $7.1M | 2.47% | 49,293 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $7.1M | 2.46% | 37,972 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $7.0M | 2.42% | 31,848 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $6.8M | 2.35% | 257,672 | Common | NONE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $4.4M | 1.51% | 23,863 | Common | NONE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $4.2M | 1.46% | 14,382 | Common | NONE |
| 03073E105 | COR | CENCORA INC | $3.4M | 1.19% | 11,005 | Common | NONE |
| 666807102 | NOC | NORTHROP GRUMMAN CORP | $3.0M | 1.04% | 4,937 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.7M | 0.94% | 5,385 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $2.5M | 0.88% | 10,401 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $2.3M | 0.80% | 7,010 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $2.2M | 0.76% | 2,983 | Common | NONE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $2.1M | 0.74% | 8,685 | Common | NONE |
| 92204A702 | VGT | VANGUARD WORLD FD | $2.1M | 0.72% | 2,784 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $2.0M | 0.68% | 8,056 | Common | NONE |
| 808524102 | SCHB | SCHWAB STRATEGIC TR | $1.9M | 0.65% | 72,838 | Common | NONE |
| 002824100 | ABT | ABBOTT LABS | $1.8M | 0.63% | 13,576 | Common | NONE |
| 863667101 | SYK | STRYKER CORPORATION | $1.6M | 0.55% | 4,329 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $1.4M | 0.48% | 7,451 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $1.2M | 0.42% | 3,994 | Common | NONE |
| 46138E339 | SPMO | INVESCO EXCH TRADED FD TR II | $1.2M | 0.40% | 9,585 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $1.1M | 0.38% | 1,635 | Common | NONE |
| 778296103 | ROST | ROSS STORES INC | $994,216 | 0.34% | 6,524 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $961,238 | 0.33% | 6,256 | Common | NONE |
| 61174X109 | MNST | MONSTER BEVERAGE CORP NEW | $947,590 | 0.33% | 14,078 | Common | NONE |
| 369604301 | GE | GE AEROSPACE | $821,092 | 0.28% | 2,730 | Common | NONE |
| 775711104 | ROL | ROLLINS INC | $797,672 | 0.28% | 13,580 | Common | NONE |
| 760759100 | RSG | REPUBLIC SVCS INC | $790,397 | 0.27% | 3,444 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $770,773 | 0.27% | 11,622 | Common | NONE |
| 464287614 | IWF | ISHARES TR | $736,509 | 0.26% | 1,572 | Common | NONE |
| 654106103 | NKE | NIKE INC | $681,292 | 0.24% | 9,770 | Common | NONE |
| 571903202 | MAR | MARRIOTT INTL INC NEW | $665,343 | 0.23% | 2,555 | Common | NONE |
| 502431109 | LHX | L3HARRIS TECHNOLOGIES INC | $629,177 | 0.22% | 2,060 | Common | NONE |
| 94106L109 | WM | WASTE MGMT INC DEL | $626,075 | 0.22% | 2,835 | Common | NONE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $597,562 | 0.21% | 2,811 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $583,608 | 0.20% | 8,943 | Common | NONE |
| 931142103 | WMT | WALMART INC | $567,556 | 0.20% | 5,507 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $563,029 | 0.20% | 1,266 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $520,331 | 0.18% | 434 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $505,063 | 0.18% | 1,790 | Common | NONE |
| 46138G649 | QQQM | INVESCO EXCH TRADED FD TR II | $494,240 | 0.17% | 2,000 | Common | NONE |
| 172908105 | CTAS | CINTAS CORP | $489,996 | 0.17% | 2,387 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $463,330 | 0.16% | 4,109 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $451,746 | 0.16% | 1,951 | Common | NONE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $450,275 | 0.16% | 565 | Common | NONE |
| 053332102 | AZO | AUTOZONE INC | $441,895 | 0.15% | 103 | Common | NONE |
| 00206R102 | T | AT&T INC | $428,600 | 0.15% | 15,177 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $428,205 | 0.15% | 3,049 | Common | NONE |
| 464287846 | IYY | ISHARES TR | $389,137 | 0.13% | 2,395 | Common | NONE |
| 320517105 | FHN | FIRST HORIZON CORPORATION | $388,635 | 0.13% | 17,189 | Common | NONE |
| G29183103 | ETN | EATON CORP PLC | $388,472 | 0.13% | 1,038 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $378,663 | 0.13% | 1,140 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $365,565 | 0.13% | 1,300 | Common | NONE |
| 84472E102 | SSB | SOUTHSTATE BK CORP | $353,423 | 0.12% | 3,575 | Common | NONE |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $346,243 | 0.12% | 2,798 | Common | NONE |
| 438516106 | HON | HONEYWELL INTL INC | $335,302 | 0.12% | 1,593 | Common | NONE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $329,948 | 0.11% | 661 | Common | NONE |
| 921910816 | MGK | VANGUARD WORLD FD | $327,499 | 0.11% | 814 | Common | NONE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $317,216 | 0.11% | 1,883 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $312,237 | 0.11% | 951 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $303,086 | 0.11% | 3,611 | Common | NONE |
| 655844108 | NSC | NORFOLK SOUTHN CORP | $301,500 | 0.10% | 1,004 | Common | NONE |
| 92936U109 | WPC | WP CAREY INC | $285,007 | 0.10% | 4,218 | Common | NONE |
| 92206C573 | VTC | VANGUARD SCOTTSDALE FDS | $284,638 | 0.10% | 3,632 | Common | NONE |
| 02209S103 | MO | ALTRIA GROUP INC | $281,772 | 0.10% | 4,265 | Common | NONE |
| 89832Q109 | TFC | TRUIST FINL CORP | $279,308 | 0.10% | 6,109 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $277,056 | 0.10% | 10,149 | Common | NONE |
| 464287721 | IYW | ISHARES TR | $275,560 | 0.10% | 1,407 | Common | NONE |
| 209115104 | ED | CONSOLIDATED EDISON INC | $272,866 | 0.09% | 2,715 | Common | NONE |
| 988498101 | YUM | YUM BRANDS INC | $266,407 | 0.09% | 1,753 | Common | NONE |
| 464289438 | IWY | ISHARES TR | $259,968 | 0.09% | 950 | Common | NONE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $257,652 | 0.09% | 8,200 | Common | NONE |
| 548661107 | LOW | LOWES COS INC | $256,466 | 0.09% | 1,021 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $253,771 | 0.09% | 532 | Common | NONE |
| 235851102 | DHR | DANAHER CORPORATION | $244,617 | 0.08% | 1,234 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $231,356 | 0.08% | 1,641 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRS INC | $228,356 | 0.08% | 1,243 | Common | NONE |
| 89417E109 | TRV | TRAVELERS COMPANIES INC | $225,321 | 0.08% | 807 | Common | NONE |
| H1467J104 | CB | CHUBB LIMITED | $222,268 | 0.08% | 787 | Common | NONE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $217,154 | 0.08% | 2,920 | Common | NONE |
| 049560105 | ATO | ATMOS ENERGY CORP | $216,858 | 0.08% | 1,270 | Common | NONE |
| 949746101 | WMT2 | WELLS FARGO CO NEW | $210,833 | 0.07% | 2,515 | Common | NONE |
| 609207105 | MDLZ | MONDELEZ INTL INC | $205,957 | 0.07% | 3,297 | Common | NONE |
| 701094104 | PH | PARKER-HANNIFIN CORP | $203,942 | 0.07% | 269 | Common | NONE |
| 808524722 | SCHK | SCHWAB STRATEGIC TR | $167,618 | 0.06% | 5,218 | Common | NONE |
| 464287648 | IWO | ISHARES TR | $157,079 | 0.05% | 491 | Common | NONE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $152,692 | 0.05% | 6,559 | Common | NONE |
| 464287606 | IJK | ISHARES TR | $145,187 | 0.05% | 1,514 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $79,894 | 0.03% | 428 | Common | NONE |
| 922908512 | VOE | VANGUARD INDEX FDS | $73,877 | 0.03% | 423 | Common | NONE |
| 464287887 | IJT | ISHARES TR | $73,449 | 0.03% | 519 | Common | NONE |
| 922908611 | VBR | VANGUARD INDEX FDS | $66,243 | 0.02% | 317 | Common | NONE |
| 464287671 | IUSG | ISHARES TR | $50,349 | 0.02% | 306 | Common | NONE |
| 464287598 | IWD | ISHARES TR | $49,074 | 0.02% | 241 | Common | NONE |
| 92206C680 | VONG | VANGUARD SCOTTSDALE FDS | $43,742 | 0.02% | 363 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $40,370 | 0.01% | 167 | Common | NONE |
| 464287622 | IWB | ISHARES TR | $38,325 | 0.01% | 105 | Common | NONE |
| 464287473 | IWS | ISHARES TR | $26,905 | 0.01% | 193 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $23,981 | 0.01% | 50 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $23,502 | 0.01% | 92 | Common | NONE |
| 808524854 | SCHR | SCHWAB STRATEGIC TR | $17,591 | 0.01% | 700 | Common | NONE |
| 808524839 | SCHZ | SCHWAB STRATEGIC TR | $15,256 | 0.01% | 650 | Common | NONE |
| 464287408 | IVE | ISHARES TR | $12,072 | 0.00% | 58 | Common | NONE |
| 464287630 | IWN | ISHARES TR | $11,993 | 0.00% | 68 | Common | NONE |
| 808524409 | SCHV | SCHWAB STRATEGIC TR | $11,515 | 0.00% | 396 | Common | NONE |
| 921937827 | BSV | VANGUARD BD INDEX FDS | $11,116 | 0.00% | 141 | Common | NONE |
| 92204A504 | VHT | VANGUARD WORLD FD | $10,550 | 0.00% | 41 | Common | NONE |
| 92206C565 | BNDW | VANGUARD SCOTTSDALE FDS | $10,302 | 0.00% | 148 | Common | NONE |
| 92204A876 | VPU | VANGUARD WORLD FD | $9,471 | 0.00% | 50 | Common | NONE |
| 808524631 | SCYB | SCHWAB STRATEGIC TR | $8,971 | 0.00% | 336 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $7,962 | 0.00% | 67 | Common | NONE |
| 808524508 | SCHM | SCHWAB STRATEGIC TR | $6,480 | 0.00% | 219 | Common | NONE |
| 92204A405 | VFH | VANGUARD WORLD FD | $5,839 | 0.00% | 44 | Common | NONE |
| 808524771 | FNDX | SCHWAB STRATEGIC TR | $2,291 | 0.00% | 87 | Common | NONE |
| 808524730 | FNDE | SCHWAB STRATEGIC TR | $1,601 | 0.00% | 44 | Common | NONE |
| 808524763 | FNDA | SCHWAB STRATEGIC TR | $1,445 | 0.00% | 46 | Common | NONE |
| 808524847 | SCHH | SCHWAB STRATEGIC TR | $330 | 0.00% | 15 | Common | NONE |
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.