Filed: 5/8/2026ACC: 0001398344-26-008727
📋 What this filing means
PEACHTREE INVESTMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 129 equity positions with a total reported market value of $262.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
129
Positions
$262.41M
Total AUM (reported)
1.60M
Total Shares
Allocation by class
COM$177.56M67.7%
S&P 500 ETF SHS$15.52M5.9%
COM CL A$13.22M5.0%
CL A$9.95M3.8%
US LCAP GR ETF$8.42M3.2%
US DIVIDEND EQ$5.37M2.0%
TR UNIT$4.65M1.8%
Portfolio Concentration
Top 3$79.24M30.2%
4–10$77.60M29.6%
11–25$62.43M23.8%
Rest$43.14M16.4%
Top 3 weight
30.2%
Top 10 weight
59.8%
Voting Authority Distribution
Total shares with voting rights: 1.60M
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
1.60M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole129
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings129
Rows:
APPLE INC
SOLEShares140.16K
TypeSH
Market value$35.57M
13.56%
Sole
0.00
Shared
0.00
None
140.16K
MICROSOFT CORP
SOLEShares63.85K
TypeSH
Market value$23.63M
9.01%
Sole
0.00
Shared
0.00
None
63.85K
ELI LILLY & CO
SOLEShares21.78K
TypeSH
Market value$20.03M
7.63%
Sole
0.00
Shared
0.00
None
21.78K
VANGUARD INDEX FDS
SOLEShares25.97K
TypeSH
Market value$15.52M
5.91%
Sole
0.00
Shared
0.00
None
25.97K
VISA INC
SOLEShares43.75K
TypeSH
Market value$13.22M
5.04%
Sole
0.00
Shared
0.00
None
43.75K
COSTCO WHOLESALE CORPORATION
SOLEShares11.53K
TypeSH
Market value$11.49M
4.38%
Sole
0.00
Shared
0.00
None
11.53K
MCKESSON CORP
SOLEShares13.20K
TypeSH
Market value$11.43M
4.35%
Sole
0.00
Shared
0.00
None
13.20K
HOME DEPOT INC
SOLEShares29.13K
TypeSH
Market value$9.58M
3.65%
Sole
0.00
Shared
0.00
None
29.13K
SCHWAB STRATEGIC TR
SOLEShares288.89K
TypeSH
Market value$8.42M
3.21%
Sole
0.00
Shared
0.00
None
288.89K
TJX COS INC NEW
SOLEShares49.81K
TypeSH
Market value$7.95M
3.03%
Sole
0.00
Shared
0.00
None
49.81K
NVIDIA CORPORATION
SOLEShares38.90K
TypeSH
Market value$6.78M
2.59%
Sole
0.00
Shared
0.00
None
38.90K
MASTERCARD INCORPORATED
SOLEShares13.19K
TypeSH
Market value$6.59M
2.51%
Sole
0.00
Shared
0.00
None
13.19K
JPMORGAN CHASE & CO
SOLEShares22.25K
TypeSH
Market value$6.55M
2.49%
Sole
0.00
Shared
0.00
None
22.25K
AMAZON COM INC
SOLEShares28.99K
TypeSH
Market value$6.04M
2.30%
Sole
0.00
Shared
0.00
None
28.99K
SCHWAB STRATEGIC TR
SOLEShares174.88K
TypeSH
Market value$5.37M
2.04%
Sole
0.00
Shared
0.00
None
174.88K
STATE STR SPDR S&P 500 ETF T
SOLEShares7.14K
TypeSH
Market value$4.65M
1.77%
Sole
0.00
Shared
0.00
None
7.14K
SCHWAB STRATEGIC TR
SOLEShares149.71K
TypeSH
Market value$3.84M
1.46%
Sole
0.00
Shared
0.00
None
149.71K
CENCORA INC
SOLEShares11.82K
TypeSH
Market value$3.71M
1.42%
Sole
0.00
Shared
0.00
None
11.82K
ALPHABET INC
SOLEShares11.87K
TypeSH
Market value$3.41M
1.30%
Sole
0.00
Shared
0.00
None
11.87K
NORTHROP GRUMMAN CORP
SOLEShares4.91K
TypeSH
Market value$3.35M
1.28%
Sole
0.00
Shared
0.00
None
4.91K
SCHWAB STRATEGIC TR
SOLEShares115.64K
TypeSH
Market value$2.90M
1.11%
Sole
0.00
Shared
0.00
None
115.64K
ALPHABET INC
SOLEShares8.73K
TypeSH
Market value$2.50M
0.95%
Sole
0.00
Shared
0.00
None
8.73K
JOHNSON & JOHNSON
SOLEShares10K
TypeSH
Market value$2.44M
0.93%
Sole
0.00
Shared
0.00
None
10K
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.57K
TypeSH
Market value$2.19M
0.83%
Sole
0.00
Shared
0.00
None
4.57K
AUTOMATIC DATA PROCESSING IN
SOLEShares10.35K
TypeSH
Market value$2.10M
0.80%
Sole
0.00
Shared
0.00
None
10.35K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 140.16K | SH | $35.57M 13.56% | 0.00 | 0.00 | 140.16K |
MICROSOFT CORPSOLE | COM | 63.85K | SH | $23.63M 9.01% | 0.00 | 0.00 | 63.85K |
ELI LILLY & COSOLE | COM | 21.78K | SH | $20.03M 7.63% | 0.00 | 0.00 | 21.78K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 25.97K | SH | $15.52M 5.91% | 0.00 | 0.00 | 25.97K |
VISA INCSOLE | COM CL A | 43.75K | SH | $13.22M 5.04% | 0.00 | 0.00 | 43.75K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 11.53K | SH | $11.49M 4.38% | 0.00 | 0.00 | 11.53K |
MCKESSON CORPSOLE | COM | 13.20K | SH | $11.43M 4.35% | 0.00 | 0.00 | 13.20K |
HOME DEPOT INCSOLE | COM | 29.13K | SH | $9.58M 3.65% | 0.00 | 0.00 | 29.13K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 288.89K | SH | $8.42M 3.21% | 0.00 | 0.00 | 288.89K |
TJX COS INC NEWSOLE | COM | 49.81K | SH | $7.95M 3.03% | 0.00 | 0.00 | 49.81K |
NVIDIA CORPORATIONSOLE | COM | 38.90K | SH | $6.78M 2.59% | 0.00 | 0.00 | 38.90K |
MASTERCARD INCORPORATEDSOLE | CL A | 13.19K | SH | $6.59M 2.51% | 0.00 | 0.00 | 13.19K |
JPMORGAN CHASE & COSOLE | COM | 22.25K | SH | $6.55M 2.49% | 0.00 | 0.00 | 22.25K |
AMAZON COM INCSOLE | COM | 28.99K | SH | $6.04M 2.30% | 0.00 | 0.00 | 28.99K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 174.88K | SH | $5.37M 2.04% | 0.00 | 0.00 | 174.88K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 7.14K | SH | $4.65M 1.77% | 0.00 | 0.00 | 7.14K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 149.71K | SH | $3.84M 1.46% | 0.00 | 0.00 | 149.71K |
CENCORA INCSOLE | COM | 11.82K | SH | $3.71M 1.42% | 0.00 | 0.00 | 11.82K |
ALPHABET INCSOLE | CAP STK CL A | 11.87K | SH | $3.41M 1.30% | 0.00 | 0.00 | 11.87K |
NORTHROP GRUMMAN CORPSOLE | COM | 4.91K | SH | $3.35M 1.28% | 0.00 | 0.00 | 4.91K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 115.64K | SH | $2.90M 1.11% | 0.00 | 0.00 | 115.64K |
ALPHABET INCSOLE | CAP STK CL C | 8.73K | SH | $2.50M 0.95% | 0.00 | 0.00 | 8.73K |
JOHNSON & JOHNSONSOLE | COM | 10K | SH | $2.44M 0.93% | 0.00 | 0.00 | 10K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.57K | SH | $2.19M 0.83% | 0.00 | 0.00 | 4.57K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 10.35K | SH | $2.10M 0.80% | 0.00 | 0.00 | 10.35K |
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