Peachtree Investment Partners, LLC
143 holdingsFiling period: 2026-06-30Current AUM: $321.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 142.3K | $41.2M | $47.1M | 14.68% | +2.1K | 2026-06-30 |
| 2 | LLY | ELI LILLY & CO | 21.7K | $26.1M | $24.7M | 7.69% | -41 | 2026-06-30 |
| 3 | VOO | VANGUARD INDEX FDS | 36.9K | $25.4M | $25.7M | 8.01% | +11.0K | 2026-06-30 |
| 4 | MSFT | MICROSOFT CORP | 61.4K | $22.9M | $30.5M | 9.50% | -2,459 | 2026-06-30 |
| 5 | V | VISA INC | 42.7K | $14.6M | $16.0M | 4.99% | -1,093 | 2026-06-30 |
| 6 | SOXX | ISHARES TR | 17.5K | $11.2M | $8.7M | 2.72% | -- | 2026-06-30 |
| 7 | COST | COSTCO WHOLESALE CORPORATION | 11.6K | $10.8M | $10.5M | 3.25% | +65 | 2026-06-30 |
| 8 | HD | HOME DEPOT INC | 27.6K | $9.7M | $8.4M | 2.63% | -1,503 | 2026-06-30 |
| 9 | SCHG | SCHWAB STRATEGIC TR | 282.7K | $9.6M | $9.9M | 3.08% | -6,142 | 2026-06-30 |
| 10 | MCK | MCKESSON CORP | 11.3K | $8.6M | $10.2M | 3.17% | -1,871 | 2026-06-30 |
| 11 | NVDA | NVIDIA CORPORATION | 42.3K | $8.5M | $9.0M | 2.79% | +3.4K | 2026-06-30 |
| 12 | TJX | TJX COS INC NEW | 51.4K | $7.8M | $6.4M | 1.99% | +1.6K | 2026-06-30 |
| 13 | AMZN | AMAZON COM INC | 31.1K | $7.4M | $7.7M | 2.41% | +2.1K | 2026-06-30 |
| 14 | JPM | JPMORGAN CHASE & CO | 22.1K | $7.2M | $7.8M | 2.43% | -138 | 2026-06-30 |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | 9.6K | $7.1M | $7.2M | 2.26% | +2.4K | 2026-06-30 |
| 16 | MA | MASTERCARD INCORPORATED | 13.1K | $6.7M | $7.5M | 2.33% | -105 | 2026-06-30 |
| 17 | MTUM | ISHARES TR | 15.2K | $5.2M | $4.6M | 1.42% | -- | 2026-06-30 |
| 18 | SCHX | SCHWAB STRATEGIC TR | 166.6K | $4.9M | $5.0M | 1.55% | +16.9K | 2026-06-30 |
| 19 | GOOGL | ALPHABET INC | 12.9K | $4.6M | $4.4M | 1.38% | +1.0K | 2026-06-30 |
| 20 | SCHB | SCHWAB STRATEGIC TR | 105.5K | $3.1M | $3.1M | 0.96% | -10,185 | 2026-06-30 |
| 21 | GOOG | ALPHABET INC | 8.6K | $3.0M | $2.9M | 0.91% | -154 | 2026-06-30 |
| 22 | IVV | ISHARES TR | 3.7K | $2.8M | $2.8M | 0.87% | +2.2K | 2026-06-30 |
| 23 | VGT | VANGUARD WORLD FD | 22.3K | $2.7M | $2.6M | 0.82% | +19.8K | 2026-06-30 |
| 24 | AVGO | BROADCOM INC | 6.9K | $2.6M | $2.3M | 0.73% | +812 | 2026-06-30 |
| 25 | GLW | CORNING INC | 9.8K | $2.5M | $1.4M | 0.44% | +1.5K | 2026-06-30 |
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