Peachtree Investment Partners, LLC
143 holdingsFiling period: 2026-06-30Current AUM: $334.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 142.3K | $41.2M | $48.9M | 14.64% | +2.1K | 2026-06-30 |
| 2 | LLY | Eli Lilly & Co | 21.7K | $26.1M | $27.8M | 8.32% | -41 | 2026-06-30 |
| 3 | VOO | Vanguard Index Fds | 36.9K | $25.4M | $26.0M | 7.77% | +11.0K | 2026-06-30 |
| 4 | MSFT | Microsoft Corp | 61.4K | $22.9M | $32.7M | 9.78% | -2,459 | 2026-06-30 |
| 5 | V | Visa Inc | 42.7K | $14.6M | $17.2M | 5.16% | -1,093 | 2026-06-30 |
| 6 | SOXX | iShares TR | 17.5K | $11.2M | $8.6M | 2.57% | -- | 2026-06-30 |
| 7 | COST | Costco Wholesale Corporation | 11.6K | $10.8M | $11.7M | 3.49% | +65 | 2026-06-30 |
| 8 | HD | Home Depot Inc | 27.6K | $9.7M | $8.8M | 2.64% | -1,503 | 2026-06-30 |
| 9 | SCHG | Schwab Strategic TR | 282.7K | $9.6M | $9.9M | 2.97% | -6,142 | 2026-06-30 |
| 10 | MCK | McKesson Corp | 11.3K | $8.6M | $11.3M | 3.37% | -1,871 | 2026-06-30 |
| 11 | NVDA | NVIDIA Corporation | 42.3K | $8.5M | $9.1M | 2.73% | +3.4K | 2026-06-30 |
| 12 | TJX | Tjx Cos Inc New | 51.4K | $7.8M | $7.4M | 2.21% | +1.6K | 2026-06-30 |
| 13 | AMZN | Amazon.com Inc | 31.1K | $7.4M | $7.8M | 2.32% | +2.1K | 2026-06-30 |
| 14 | JPM | JPMorgan Chase & Co | 22.1K | $7.2M | $7.4M | 2.21% | -138 | 2026-06-30 |
| 15 | SPY | State Str Spdr S&P 500 ETF T | 9.6K | $7.1M | $7.3M | 2.19% | +2.4K | 2026-06-30 |
| 16 | MA | Mastercard Incorporated | 13.1K | $6.7M | $8.0M | 2.40% | -105 | 2026-06-30 |
| 17 | MTUM | iShares TR | 15.2K | $5.2M | $4.5M | 1.34% | -- | 2026-06-30 |
| 18 | SCHX | Schwab Strategic TR | 166.6K | $4.9M | $5.0M | 1.50% | +16.9K | 2026-06-30 |
| 19 | GOOGL | Alphabet Inc | 12.9K | $4.6M | $4.1M | 1.22% | +1.0K | 2026-06-30 |
| 20 | SCHB | Schwab Strategic TR | 105.5K | $3.1M | $3.1M | 0.93% | -10,185 | 2026-06-30 |
| 21 | GOOG | Alphabet Inc | 8.6K | $3.0M | $2.7M | 0.81% | -154 | 2026-06-30 |
| 22 | IVV | iShares TR | 3.7K | $2.8M | $2.8M | 0.85% | +2.2K | 2026-06-30 |
| 23 | VGT | Vanguard World FD | 22.3K | $2.7M | $2.7M | 0.81% | +19.8K | 2026-06-30 |
| 24 | AVGO | Broadcom Inc | 6.9K | $2.6M | $2.3M | 0.68% | +812 | 2026-06-30 |
| 25 | GLW | Corning Inc | 9.8K | $2.5M | $1.2M | 0.37% | +1.5K | 2026-06-30 |
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