← Back to Discover
Peachtree Investment Partners, LLC
Period ended Sep 30, 2026 · Latest filing Nov 5, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $313,360,460
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $47,689,845
- MICROSOFT CORP · COM · 594918104 · shares: $30,102,158
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $28,384,003
- ELI LILLY & CO · COM · 532457108 · shares: $25,250,619
- VISA INC · COM CL A · 92826C839 · shares: $14,896,648
- COSTCO WHOLESALE CORPORATION · COM · 22160K105 · shares: $10,237,262
- NVIDIA CORPORATION · COM · 67066G104 · shares: $9,395,100
- MCKESSON CORP · COM · 58155Q103 · shares: $9,265,653
- SCHWAB STRATEGIC TR · US LCAP GR ETF · 808524300 · shares: $8,894,993
- AMAZON COM INC · COM · 023135106 · shares: $8,117,416
Reported holdings
134 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| APPLE INC | COM | 037833100 | — | 143,204 shares | $47,689,845 |
| MICROSOFT CORP | COM | 594918104 | — | 58,690 shares | $30,102,158 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 40,499 shares | $28,384,003 |
| ELI LILLY & CO | COM | 532457108 | — | 21,823 shares | $25,250,619 |
| VISA INC | COM CL A | 92826C839 | — | 41,457 shares | $14,896,648 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 11,246 shares | $10,237,262 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 41,138 shares | $9,395,100 |
| MCKESSON CORP | COM | 58155Q103 | — | 10,852 shares | $9,265,653 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 247,565 shares | $8,894,993 |
| AMAZON COM INC | COM | 023135106 | — | 32,580 shares | $8,117,416 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 22,353 shares | $7,395,125 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 9,610 shares | $7,329,137 |
| HOME DEPOT INC | COM | 437076102 | — | 24,985 shares | $7,107,959 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 12,417 shares | $6,847,656 |
| TJX COS INC NEW | COM | 872540109 | — | 48,772 shares | $6,453,070 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 12,983 shares | $4,467,164 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 148,276 shares | $4,448,277 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 | — | 7,402 shares | $4,208,958 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 5,453 shares | $4,176,213 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 118,737 shares | $3,862,508 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 129,685 shares | $3,801,061 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 9,220 shares | $3,141,557 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 23,733 shares | $2,982,573 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 9,786 shares | $2,525,407 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 9,142 shares | $2,420,372 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 | — | 7,492 shares | $2,377,635 |
| CENCORA INC | COM | 03073E105 | — | 7,281 shares | $2,186,194 |
| ROSS STORES INC | COM | 778296103 | — | 9,225 shares | $2,153,219 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 4,212 shares | $2,097,365 |
| NORTHROP GRUMMAN CORP | COM | 666807102 | — | 4,258 shares | $2,058,742 |
| BROADCOM INC | COM | 11135F101 | — | 5,794 shares | $2,034,622 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 9,049 shares | $1,692,625 |
| KIMBERLY-CLARK CORP | COM | 494368103 | — | 16,024 shares | $1,561,219 |
| WELLS FARGO & CO | COM | 949746101 | — | 16,385 shares | $1,311,644 |
| CATERPILLAR INC | COM | 149123101 | — | 1,439 shares | $1,167,057 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 5,960 shares | $1,092,847 |
| COCA COLA CO | COM | 191216100 | — | 12,059 shares | $1,038,006 |
| CORNING INC | COM | 219350105 | — | 6,676 shares | $1,026,541 |
| META PLATFORMS INC | CL A | 30303M102 | — | 1,382 shares | $1,001,869 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 9,867 shares | $975,149 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 5,642 shares | $918,312 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | — | 2,975 shares | $906,331 |
| MCDONALDS CORP | COM | 580135101 | — | 3,921 shares | $905,566 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 6,542 shares | $819,425 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 762 shares | $811,635 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 834 shares | $750,732 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 2,041 shares | $725,951 |
| GE AEROSPACE | COM NEW | 369604301 | — | 2,311 shares | $721,738 |
| STRYKER CORPORATION | COM | 863667101 | — | 2,530 shares | $696,806 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 4,730 shares | $687,142 |
| GE VERNOVA INC | COM | 36828A101 | — | 658 shares | $625,837 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 991 shares | $606,227 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 8,003 shares | $575,815 |
| WALMART INC | COM | 931142103 | — | 5,498 shares | $571,380 |
| TESLA INC | COM | 88160R101 | — | 1,599 shares | $567,352 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 2,830 shares | $546,388 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | — | 2,093 shares | $495,476 |
| ABBVIE INC | COM | 00287Y109 | — | 1,844 shares | $482,472 |
| INTEL CORP | COM | 458140100 | — | 3,782 shares | $454,710 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 786 shares | $400,032 |
| TEXAS INSTRS INC | COM | 882508104 | — | 1,414 shares | $396,037 |
| FIRST HORIZON CORPORATION | COM | 320517105 | — | 17,189 shares | $395,683 |
| EATON CORP PLC | SHS | G29183103 | — | 918 shares | $394,474 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 1,466 shares | $387,261 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 3,127 shares | $356,499 |
| SOUTHSTATE BK CORP | COM | 84472E102 | — | 3,575 shares | $355,890 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 995 shares | $354,796 |
| MERCK & CO INC | COM | 58933Y105 | — | 2,433 shares | $353,507 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 942 shares | $352,384 |
| ISHARES TR | DOW JONES US ETF | 464287846 | — | 1,867 shares | $346,085 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 4,871 shares | $328,018 |
| CITIGROUP INC | COM NEW | 172967424 | — | 2,482 shares | $321,335 |
| AMGEN INC | COM | 031162100 | — | 747 shares | $314,856 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 675 shares | $307,965 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 1,616 shares | $303,959 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 929 shares | $287,045 |
| CHEVRON CORPORATION | COM | 166764100 | — | 1,399 shares | $285,667 |
| NIKE INC | CL B | 654106103 | — | 8,022 shares | $283,981 |
| BANK OF AMER CORP | COM | 060505104 | — | 5,035 shares | $274,062 |
| CINTAS CORP | COM | 172908105 | — | 1,393 shares | $271,717 |
| TRUIST FINL CORP | COM | 89832Q109 | — | 5,844 shares | $270,595 |
| CONSOLIDATED EDISON INC | COM | 209115104 | — | 2,643 shares | $270,097 |
| VANGUARD SCOTTSDALE FDS | TOTAL CORP BND | 92206C573 | — | 3,632 shares | $264,302 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 691 shares | $263,160 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 1,669 shares | $259,026 |
| APPLIED MATLS INC | COM | 038222105 | — | 502 shares | $256,609 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 691 shares | $253,566 |
| HONEYWELL INTL INC | COM | 438516205 | — | 1,183 shares | $249,525 |
| ROLLINS INC | COM | 775711104 | — | 8,089 shares | $243,641 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 358 shares | $241,925 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 795 shares | $241,641 |
| YUM BRANDS INC | COM | 988498101 | — | 1,731 shares | $236,027 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 | — | 1,131 shares | $227,085 |
| PEPSICO INC | COM | 713448108 | — | 1,760 shares | $223,067 |
| ISHARES TR | RUS TP200 GR ETF | 464289438 | — | 750 shares | $221,183 |
| ISHARES TR | U.S. TECH ETF | 464287721 | — | 829 shares | $219,478 |
| AT&T INC | COM | 00206R102 | — | 8,877 shares | $216,594 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 3,601 shares | $208,211 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 2,920 shares | $204,832 |
| CHUBB LIMITED | COM | H1467J104 | — | 626 shares | $203,684 |