Filed: 2/11/2026ACC: 0001398344-26-002709
📋 What this filing means
PEACHTREE INVESTMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 127 equity positions with a total reported market value of $301.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
127
Positions
$301.32M
Total AUM (reported)
1.82M
Total Shares
Allocation by class
COM$195.61M64.9%
S&P 500 ETF SHS$18.95M6.3%
COM CL A$16.49M5.5%
US LCAP GR ETF$15.27M5.1%
CL A$14.00M4.6%
US LRG CAP ETF$10.19M3.4%
TR UNIT$4.94M1.6%
Portfolio Concentration
Top 3$96.87M32.1%
4–10$93.00M30.9%
11–25$69.90M23.2%
Rest$41.56M13.8%
Top 3 weight
32.1%
Top 10 weight
63.0%
Voting Authority Distribution
Total shares with voting rights: 1.82M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.82M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole127
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings127
Rows:
APPLE INC
SOLEShares143.53K
TypeSH
Market value$39.02M
12.95%
Sole
0.00
Shared
0.00
None
143.53K
MICROSOFT CORP
SOLEShares69.20K
TypeSH
Market value$33.47M
11.11%
Sole
0.00
Shared
0.00
None
69.20K
ELI LILLY & CO
SOLEShares22.69K
TypeSH
Market value$24.38M
8.09%
Sole
0.00
Shared
0.00
None
22.69K
VANGUARD INDEX FDS
SOLEShares30.22K
TypeSH
Market value$18.95M
6.29%
Sole
0.00
Shared
0.00
None
30.22K
VISA INC
SOLEShares47.02K
TypeSH
Market value$16.49M
5.47%
Sole
0.00
Shared
0.00
None
47.02K
SCHWAB STRATEGIC TR
SOLEShares468.03K
TypeSH
Market value$15.27M
5.07%
Sole
0.00
Shared
0.00
None
468.03K
MCKESSON CORP
SOLEShares13.62K
TypeSH
Market value$11.17M
3.71%
Sole
0.00
Shared
0.00
None
13.62K
COSTCO WHSL CORP NEW
SOLEShares12.13K
TypeSH
Market value$10.46M
3.47%
Sole
0.00
Shared
0.00
None
12.13K
HOME DEPOT INC
SOLEShares30.39K
TypeSH
Market value$10.46M
3.47%
Sole
0.00
Shared
0.00
None
30.39K
SCHWAB STRATEGIC TR
SOLEShares378.72K
TypeSH
Market value$10.19M
3.38%
Sole
0.00
Shared
0.00
None
378.72K
MASTERCARD INCORPORATED
SOLEShares14.24K
TypeSH
Market value$8.13M
2.70%
Sole
0.00
Shared
0.00
None
14.24K
TJX COS INC NEW
SOLEShares50.41K
TypeSH
Market value$7.74M
2.57%
Sole
0.00
Shared
0.00
None
50.41K
JPMORGAN CHASE & CO.
SOLEShares22.99K
TypeSH
Market value$7.41M
2.46%
Sole
0.00
Shared
0.00
None
22.99K
AMAZON COM INC
SOLEShares31.82K
TypeSH
Market value$7.35M
2.44%
Sole
0.00
Shared
0.00
None
31.82K
NVIDIA CORPORATION
SOLEShares38.83K
TypeSH
Market value$7.24M
2.40%
Sole
0.00
Shared
0.00
None
38.83K
SPDR S&P 500 ETF TR
SOLEShares7.25K
TypeSH
Market value$4.94M
1.64%
Sole
0.00
Shared
0.00
None
7.25K
CENCORA INC
SOLEShares12.11K
TypeSH
Market value$4.09M
1.36%
Sole
0.00
Shared
0.00
None
12.11K
ALPHABET INC
SOLEShares12.45K
TypeSH
Market value$3.90M
1.29%
Sole
0.00
Shared
0.00
None
12.45K
PALANTIR TECHNOLOGIES INC
SOLEShares20.12K
TypeSH
Market value$3.58M
1.19%
Sole
0.00
Shared
0.00
None
20.12K
AUTOMATIC DATA PROCESSING IN
SOLEShares11.24K
TypeSH
Market value$2.89M
0.96%
Sole
0.00
Shared
0.00
None
11.24K
ALPHABET INC
SOLEShares9.15K
TypeSH
Market value$2.87M
0.95%
Sole
0.00
Shared
0.00
None
9.15K
NORTHROP GRUMMAN CORP
SOLEShares4.60K
TypeSH
Market value$2.63M
0.87%
Sole
0.00
Shared
0.00
None
4.60K
BROADCOM INC
SOLEShares7.58K
TypeSH
Market value$2.62M
0.87%
Sole
0.00
Shared
0.00
None
7.58K
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.83K
TypeSH
Market value$2.43M
0.81%
Sole
0.00
Shared
0.00
None
4.83K
ACCENTURE PLC IRELAND
SOLEShares7.77K
TypeSH
Market value$2.08M
0.69%
Sole
0.00
Shared
0.00
None
7.77K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 143.53K | SH | $39.02M 12.95% | 0.00 | 0.00 | 143.53K |
MICROSOFT CORPSOLE | COM | 69.20K | SH | $33.47M 11.11% | 0.00 | 0.00 | 69.20K |
ELI LILLY & COSOLE | COM | 22.69K | SH | $24.38M 8.09% | 0.00 | 0.00 | 22.69K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 30.22K | SH | $18.95M 6.29% | 0.00 | 0.00 | 30.22K |
VISA INCSOLE | COM CL A | 47.02K | SH | $16.49M 5.47% | 0.00 | 0.00 | 47.02K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 468.03K | SH | $15.27M 5.07% | 0.00 | 0.00 | 468.03K |
MCKESSON CORPSOLE | COM | 13.62K | SH | $11.17M 3.71% | 0.00 | 0.00 | 13.62K |
COSTCO WHSL CORP NEWSOLE | COM | 12.13K | SH | $10.46M 3.47% | 0.00 | 0.00 | 12.13K |
HOME DEPOT INCSOLE | COM | 30.39K | SH | $10.46M 3.47% | 0.00 | 0.00 | 30.39K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 378.72K | SH | $10.19M 3.38% | 0.00 | 0.00 | 378.72K |
MASTERCARD INCORPORATEDSOLE | CL A | 14.24K | SH | $8.13M 2.70% | 0.00 | 0.00 | 14.24K |
TJX COS INC NEWSOLE | COM | 50.41K | SH | $7.74M 2.57% | 0.00 | 0.00 | 50.41K |
JPMORGAN CHASE & CO.SOLE | COM | 22.99K | SH | $7.41M 2.46% | 0.00 | 0.00 | 22.99K |
AMAZON COM INCSOLE | COM | 31.82K | SH | $7.35M 2.44% | 0.00 | 0.00 | 31.82K |
NVIDIA CORPORATIONSOLE | COM | 38.83K | SH | $7.24M 2.40% | 0.00 | 0.00 | 38.83K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 7.25K | SH | $4.94M 1.64% | 0.00 | 0.00 | 7.25K |
CENCORA INCSOLE | COM | 12.11K | SH | $4.09M 1.36% | 0.00 | 0.00 | 12.11K |
ALPHABET INCSOLE | CAP STK CL A | 12.45K | SH | $3.90M 1.29% | 0.00 | 0.00 | 12.45K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 20.12K | SH | $3.58M 1.19% | 0.00 | 0.00 | 20.12K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 11.24K | SH | $2.89M 0.96% | 0.00 | 0.00 | 11.24K |
ALPHABET INCSOLE | CAP STK CL C | 9.15K | SH | $2.87M 0.95% | 0.00 | 0.00 | 9.15K |
NORTHROP GRUMMAN CORPSOLE | COM | 4.60K | SH | $2.63M 0.87% | 0.00 | 0.00 | 4.60K |
BROADCOM INCSOLE | COM | 7.58K | SH | $2.62M 0.87% | 0.00 | 0.00 | 7.58K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.83K | SH | $2.43M 0.81% | 0.00 | 0.00 | 4.83K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 7.77K | SH | $2.08M 0.69% | 0.00 | 0.00 | 7.77K |
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