Q1 2026 · 13F-HR
Peachtree Investment Partners, LLCholdings as filed
Filed 2026-05-08 · accession 0001398344-26-008727
$262.4M
Reported value
129
Positions
2026-03-31
Period end
The Brief · Peachtree Investment Partners, LLC · Q1 2026
AI · grounded in 13F
Peachtree Investment Partners, LLC significantly increased its position in SCHD by 1,893.35%. The fund established a new position in KMB valued at $1.54M and grew its holdings in GLW by 110.90%. Conversely, the fund trimmed several positions, most notably reducing its shares of SCHX by 60.47% and SCHG by 38.28%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 037833100 | AAPL | APPLE INC | $35.6M | 13.6% | 140,163 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $23.6M | 9.01% | 63,849 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $20.0M | 7.63% | 21,778 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $15.5M | 5.91% | 25,971 | Common | NONE |
| 92826C839 | V | VISA INC | $13.2M | 5.04% | 43,749 | Common | NONE |
| 22160K105 | COST | COSTCO WHOLESALE CORPORATION | $11.5M | 4.38% | 11,529 | Common | NONE |
| 58155Q103 | MCK | MCKESSON CORP | $11.4M | 4.35% | 13,203 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $9.6M | 3.65% | 29,127 | Common | NONE |
| 808524300 | SCHG | SCHWAB STRATEGIC TR | $8.4M | 3.21% | 288,889 | Common | NONE |
| 872540109 | TJX | TJX COS INC NEW | $8.0M | 3.03% | 49,811 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $6.8M | 2.59% | 38,897 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $6.6M | 2.51% | 13,185 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $6.5M | 2.49% | 22,252 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $6.0M | 2.30% | 28,991 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $5.4M | 2.04% | 174,877 | Common | NONE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $4.6M | 1.77% | 7,145 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $3.8M | 1.46% | 149,708 | Common | NONE |
| 03073E105 | COR | CENCORA INC | $3.7M | 1.42% | 11,822 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $3.4M | 1.30% | 11,869 | Common | NONE |
| 666807102 | NOC | NORTHROP GRUMMAN CORP | $3.4M | 1.28% | 4,911 | Common | NONE |
| 808524102 | SCHB | SCHWAB STRATEGIC TR | $2.9M | 1.11% | 115,637 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $2.5M | 0.95% | 8,730 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $2.4M | 0.93% | 10,002 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.2M | 0.83% | 4,570 | Common | NONE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $2.1M | 0.80% | 10,350 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $1.9M | 0.72% | 6,100 | Common | NONE |
| 92204A702 | VGT | VANGUARD WORLD FD | $1.8M | 0.67% | 2,538 | Common | NONE |
| 778296103 | ROST | ROSS STORES INC | $1.6M | 0.63% | 7,593 | Common | NONE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $1.6M | 0.62% | 11,054 | Common | NONE |
| 494368103 | KMB | KIMBERLY-CLARK CORP | $1.5M | 0.59% | 15,987 | Common | NONE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $1.5M | 0.57% | 7,537 | Common | NONE |
| 863667101 | SYK | STRYKER CORPORATION | $1.5M | 0.56% | 4,444 | Common | NONE |
| 002824100 | ABT | ABBOTT LABORATORIES | $1.3M | 0.51% | 13,127 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $1.3M | 0.49% | 4,133 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $1.2M | 0.47% | 7,245 | Common | NONE |
| 46138E339 | SPMO | INVESCO EXCH TRADED FD TR II | $1.1M | 0.43% | 10,027 | Common | NONE |
| 219350105 | GLW | CORNING INC | $1.1M | 0.43% | 8,265 | Common | NONE |
| 502431109 | LHX | L3HARRIS TECHNOLOGIES INC | $988,113 | 0.38% | 2,863 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $973,831 | 0.37% | 1,491 | Common | NONE |
| 931142103 | WMT | WALMART INC | $847,530 | 0.32% | 6,820 | Common | NONE |
| 369604301 | GE | GE AEROSPACE | $843,632 | 0.32% | 2,973 | Common | NONE |
| 571903202 | MAR | MARRIOTT INTL INC NEW | $796,620 | 0.30% | 2,436 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $794,790 | 0.30% | 10,451 | Common | NONE |
| 775711104 | ROL | ROLLINS INC | $785,062 | 0.30% | 14,699 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $750,927 | 0.29% | 1,060 | Common | NONE |
| 742718109 | PG | PROCTER & GAMBLE CO | $743,212 | 0.28% | 5,145 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $712,606 | 0.27% | 1,246 | Common | NONE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $676,554 | 0.26% | 800 | Common | NONE |
| 464287614 | IWF | ISHARES TR | $660,805 | 0.25% | 1,550 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $594,510 | 0.23% | 8,804 | Common | NONE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $550,566 | 0.21% | 911 | Common | NONE |
| 36828A101 | GEV | GE VERNOVA INC | $539,630 | 0.21% | 618 | Common | NONE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $508,797 | 0.19% | 2,789 | Common | NONE |
| 654106103 | NKE | NIKE INC | $491,158 | 0.19% | 9,299 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $468,788 | 0.18% | 1,261 | Common | NONE |
| 166764100 | CVX | CHEVRON CORPORATION | $450,910 | 0.17% | 2,179 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $429,021 | 0.16% | 2,763 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $424,401 | 0.16% | 1,951 | Common | NONE |
| 46138G649 | QQQM | INVESCO EXCH TRADED FD TR II | $415,835 | 0.16% | 1,750 | Common | NONE |
| 438516106 | HON | HONEYWELL INTL INC | $407,117 | 0.16% | 1,801 | Common | NONE |
| 320517105 | FHN | FIRST HORIZON CORPORATION | $391,214 | 0.15% | 17,189 | Common | NONE |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $379,564 | 0.14% | 2,899 | Common | NONE |
| 78463V107 | GLD | SPDR GOLD TR | $375,643 | 0.14% | 873 | Common | NONE |
| G29183103 | ETN | EATON CORP PLC | $358,743 | 0.14% | 1,003 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $351,584 | 0.13% | 1,162 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $344,085 | 0.13% | 1,420 | Common | NONE |
| H1467J104 | CB | CHUBB LTD SWITZ | $331,562 | 0.13% | 1,017 | Common | NONE |
| 84472E102 | SSB | SOUTHSTATE BK CORP | $330,724 | 0.13% | 3,575 | Common | NONE |
| 02209S103 | MO | ALTRIA GROUP INC | $300,903 | 0.11% | 4,560 | Common | NONE |
| 921910816 | MGK | VANGUARD WORLD FD | $299,031 | 0.11% | 814 | Common | NONE |
| 209115104 | ED | CONSOLIDATED EDISON INC | $298,504 | 0.11% | 2,637 | Common | NONE |
| 464287846 | IYY | ISHARES TR | $294,581 | 0.11% | 1,859 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $289,084 | 0.11% | 901 | Common | NONE |
| 655844108 | NSC | NORFOLK SOUTHN CORP | $285,626 | 0.11% | 995 | Common | NONE |
| 92206C573 | VTC | VANGUARD SCOTTSDALE FDS | $279,009 | 0.11% | 3,632 | Common | NONE |
| 89832Q109 | TFC | TRUIST FINL CORP | $278,062 | 0.11% | 6,049 | Common | NONE |
| 988498101 | YUM | YUM BRANDS INC | $273,430 | 0.10% | 1,759 | Common | NONE |
| 172908105 | CTAS | CINTAS CORP | $263,828 | 0.10% | 1,560 | Common | NONE |
| 049560105 | ATO | ATMOS ENERGY CORP | $261,688 | 0.10% | 1,417 | Common | NONE |
| 443201108 | HWM | HOWMET AEROSPACE INC | $258,820 | 0.10% | 1,123 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRS INC | $248,058 | 0.09% | 1,278 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $245,178 | 0.09% | 1,655 | Common | NONE |
| 548661107 | LOW | LOWES COS INC | $242,882 | 0.09% | 1,028 | Common | NONE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $239,310 | 0.09% | 8,335 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $238,323 | 0.09% | 1,981 | Common | NONE |
| 89417E109 | TRV | TRAVELERS COMPANIES INC | $235,838 | 0.09% | 809 | Common | NONE |
| 00206R102 | T | AT&T INC | $220,380 | 0.08% | 7,602 | Common | NONE |
| 75513E101 | RTX | RTX CORPORATION | $219,548 | 0.08% | 1,138 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $219,330 | 0.08% | 649 | Common | NONE |
| 235851102 | DHR | DANAHER CORP DEL | $218,649 | 0.08% | 1,153 | Common | NONE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $215,022 | 0.08% | 2,920 | Common | NONE |
| 031162100 | AMGN | AMGEN INC | $208,347 | 0.08% | 592 | Common | NONE |
| 949746101 | WMT2 | WELLS FARGO & CO | $204,224 | 0.08% | 2,565 | Common | NONE |
| 808524722 | SCHK | SCHWAB STRATEGIC TR | $164,429 | 0.06% | 5,248 | Common | NONE |
| 464287606 | IJK | ISHARES TR | $150,536 | 0.06% | 1,496 | Common | NONE |
| 464287721 | IYW | ISHARES TR | $145,938 | 0.06% | 804 | Common | NONE |
| 464287648 | IWO | ISHARES TR | $134,272 | 0.05% | 428 | Common | NONE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $130,606 | 0.05% | 5,277 | Common | NONE |
| 92204A306 | VDE | VANGUARD WORLD FD | $113,490 | 0.04% | 656 | Common | NONE |
| 808524409 | SCHV | SCHWAB STRATEGIC TR | $88,438 | 0.03% | 2,900 | Common | NONE |
| 464287887 | IJT | ISHARES TR | $75,335 | 0.03% | 521 | Common | NONE |
| 922908512 | VOE | VANGUARD INDEX FDS | $68,338 | 0.03% | 371 | Common | NONE |
| 464287671 | IUSG | ISHARES TR | $47,464 | 0.02% | 306 | Common | NONE |
| 922908611 | VBR | VANGUARD INDEX FDS | $44,843 | 0.02% | 206 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $41,591 | 0.02% | 168 | Common | NONE |
| 464287598 | IWD | ISHARES TR | $40,952 | 0.02% | 192 | Common | NONE |
| 92206C680 | VONG | VANGUARD SCOTTSDALE FDS | $39,817 | 0.02% | 363 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $37,976 | 0.01% | 194 | Common | NONE |
| 464287473 | IWS | ISHARES TR | $28,293 | 0.01% | 194 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $21,840 | 0.01% | 50 | Common | NONE |
| 808524854 | SCHR | SCHWAB STRATEGIC TR | $17,437 | 0.01% | 700 | Common | NONE |
| 464287432 | TLT | ISHARES TR | $17,338 | 0.01% | 200 | Common | NONE |
| 464287622 | IWB | ISHARES TR | $15,332 | 0.01% | 43 | Common | NONE |
| 808524839 | SCHZ | SCHWAB STRATEGIC TR | $15,093 | 0.01% | 650 | Common | NONE |
| 464287630 | IWN | ISHARES TR | $12,970 | 0.00% | 68 | Common | NONE |
| 464287408 | IVE | ISHARES TR | $12,448 | 0.00% | 59 | Common | NONE |
| 921937827 | BSV | VANGUARD BD INDEX FDS | $11,842 | 0.00% | 151 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $11,842 | 0.00% | 97 | Common | NONE |
| 92204A504 | VHT | VANGUARD WORLD FD | $11,067 | 0.00% | 41 | Common | NONE |
| 92206C565 | BNDW | VANGUARD SCOTTSDALE FDS | $10,940 | 0.00% | 160 | Common | NONE |
| 808524508 | SCHM | SCHWAB STRATEGIC TR | $10,685 | 0.00% | 345 | Common | NONE |
| 808524631 | SCYB | SCHWAB STRATEGIC TR | $9,027 | 0.00% | 347 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $8,329 | 0.00% | 67 | Common | NONE |
| 92204A876 | VPU | VANGUARD WORLD FD | $5,970 | 0.00% | 30 | Common | NONE |
| 921946794 | VYMI | VANGUARD WHITEHALL FDS | $4,712 | 0.00% | 50 | Common | NONE |
| 808524607 | SCHA | SCHWAB STRATEGIC TR | $4,362 | 0.00% | 150 | Common | NONE |
| 808524771 | FNDX | SCHWAB STRATEGIC TR | $2,447 | 0.00% | 88 | Common | NONE |
| 808524730 | FNDE | SCHWAB STRATEGIC TR | $1,757 | 0.00% | 46 | Common | NONE |
| 808524763 | FNDA | SCHWAB STRATEGIC TR | $1,514 | 0.00% | 47 | 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.