Peachtree Investment Partners, LLC
130 holdingsFiling period: 2026-03-31Current AUM: $299.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 140.2K | $35.6M | $43.3M | 14.47% | -3,368 | 2026-03-31 |
| 2 | MSFT | MICROSOFT CORP | 63.8K | $23.6M | $29.7M | 9.91% | -5,349 | 2026-03-31 |
| 3 | LLY | ELI LILLY & CO | 21.8K | $20.0M | $25.0M | 8.36% | -909 | 2026-03-31 |
| 4 | VOO | VANGUARD INDEX FDS | 26.0K | $15.5M | $17.8M | 5.96% | -4,247 | 2026-03-31 |
| 5 | V | VISA INC | 43.7K | $13.2M | $16.0M | 5.35% | -3,274 | 2026-03-31 |
| 6 | COST | COSTCO WHOLESALE CORPORATION | 11.5K | $11.5M | $11.0M | 3.67% | -606 | 2026-03-31 |
| 7 | MCK | MCKESSON CORP | 13.2K | $11.4M | $11.3M | 3.78% | -419 | 2026-03-31 |
| 8 | HD | HOME DEPOT INC | 29.1K | $9.6M | $9.7M | 3.23% | -1,261 | 2026-03-31 |
| 9 | SCHG | SCHWAB STRATEGIC TR | 288.9K | $8.4M | $9.9M | 3.30% | -179,141 | 2026-03-31 |
| 10 | TJX | TJX COS INC NEW | 49.8K | $8.0M | $7.8M | 2.62% | -594 | 2026-03-31 |
| 11 | NVDA | NVIDIA CORPORATION | 38.9K | $6.8M | $7.8M | 2.61% | +64 | 2026-03-31 |
| 12 | MA | MASTERCARD INCORPORATED | 13.2K | $6.6M | $7.6M | 2.52% | -1,056 | 2026-03-31 |
| 13 | JPM | JPMORGAN CHASE & CO | 22.3K | $6.5M | $7.8M | 2.62% | -734 | 2026-03-31 |
| 14 | AMZN | AMAZON COM INC | 29.0K | $6.0M | $7.9M | 2.63% | -2,834 | 2026-03-31 |
| 15 | SCHD | SCHWAB STRATEGIC TR | 174.9K | $5.4M | $5.9M | 1.96% | +166.1K | 2026-03-31 |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | 7.1K | $4.6M | $5.3M | 1.78% | -104 | 2026-03-31 |
| 17 | SCHX | SCHWAB STRATEGIC TR | 149.7K | $3.8M | $4.4M | 1.47% | -229,014 | 2026-03-31 |
| 18 | COR | CENCORA INC | 11.8K | $3.7M | $3.7M | 1.23% | -290 | 2026-03-31 |
| 19 | GOOGL | ALPHABET INC | 11.9K | $3.4M | $4.2M | 1.41% | -581 | 2026-03-31 |
| 20 | NOC | NORTHROP GRUMMAN CORP | 4.9K | $3.4M | $2.7M | 0.89% | +307 | 2026-03-31 |
| 21 | SCHB | SCHWAB STRATEGIC TR | 115.6K | $2.9M | $3.3M | 1.11% | +39.7K | 2026-03-31 |
| 22 | GOOG | ALPHABET INC | 8.7K | $2.5M | $3.1M | 1.04% | -419 | 2026-03-31 |
| 23 | JNJ | JOHNSON & JOHNSON | 10.0K | $2.4M | $2.6M | 0.86% | +846 | 2026-03-31 |
| 24 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.6K | $2.2M | $2.2M | 0.73% | -259 | 2026-03-31 |
| 25 | ADP | AUTOMATIC DATA PROCESSING IN | 10.3K | $2.1M | $2.8M | 0.92% | -893 | 2026-03-31 |
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