Peachtree Investment Partners, LLC
CIK 1743863 · Holdings on Jun 30, 2026 · First reported Aug 6, 2026
Top ten holdings
Q2 2026- AAPL13.20%
- LLY8.36%
- VOO8.13%
- MSFT7.34%
- V4.69%
- SOXX3.59%
- COST3.48%
- HD3.12%
- SCHG3.07%
- MCK2.74%
Share classes counted separately57.72%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VOOWeight increased · +2.22 pp5.91% → 8.13%Shares +10.96K (+42.20%)
- MSFTWeight decreased · -1.67 pp9.01% → 7.34%Shares -2.46K (-3.85%)
- MCKWeight decreased · -1.61 pp4.35% → 2.74%Shares -1.87K (-14.17%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $41.17M | 13.20% | 142.28K shares | 13.56% → 13.20%-0.36 pp +2.12K (+1.51%) | Added | ▾ |
| 02 | LLYELI LILLY & CO View history and evidence | $26.07M | 8.36% | 21.74K shares | 7.63% → 8.36%+0.73 pp -41 (-0.19%) | Reduced | ▾ |
| 03 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $25.37M | 8.13% | 36.93K shares | 5.91% → 8.13%+2.22 pp +10.96K (+42.20%) | Added | ▾ |
| 04 | MSFTMICROSOFT CORP View history and evidence | $22.90M | 7.34% | 61.39K shares | 9.01% → 7.34%-1.67 pp -2.46K (-3.85%) | Reduced | ▾ |
| 05 | VVISA INC-CLASS A SHARESCOM CL A View history and evidence | $14.63M | 4.69% | 42.66K shares | 5.04% → 4.69%-0.35 pp -1.09K (-2.50%) | Reduced | ▾ |
| 06 | SOXXISHARES SEMICONDUCTOR ETFISHARES SEMICDTR View history and evidence | $11.21M | 3.59% | 17.50K shares | Prior unavailable +17.50K | New | ▾ |
| 07 | COSTCOSTCO WHOLESALE CORP View history and evidence | $10.85M | 3.48% | 11.59K shares | 4.38% → 3.48%-0.90 pp +65 (+0.56%) | Added | ▾ |
| 08 | HDHOME DEPOT INC View history and evidence | $9.74M | 3.12% | 27.62K shares | 3.65% → 3.12%-0.53 pp -1.50K (-5.16%) | Reduced | ▾ |
| 09 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $9.57M | 3.07% | 282.75K shares | 3.21% → 3.07%-0.14 pp -6.14K (-2.13%) | Reduced | ▾ |
| 10 | MCKMCKESSON CORP View history and evidence | $8.56M | 2.74% | 11.33K shares | 4.35% → 2.74%-1.61 pp -1.87K (-14.17%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 9
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EXMOC EXXON MOBIL CORP | Non-derivative | -7,245 | -$1.23M | SEC filing ↗ | SEC filing ↗ |
| MGK VNGRD MRGSTR MG CP GR ETF-UI | Non-derivative | -814 | -$299.03K | SEC filing ↗ | SEC filing ↗ |
| ATO ATMOS ENERGY CORP | Non-derivative | -1,417 | -$261.69K | SEC filing ↗ | SEC filing ↗ |
3 / 9 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1743863 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 311942963
}Research all 143 reported holdings.
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