Universe · entity

Peachtree Investment Partners, LLC

Institutional manager (13F) · CIK 1743863
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $247M
#IssuerValueShares
1APPLE INC$36M140,163
2MICROSOFT CORP$24M63,849
3ELI LILLY & CO$20M21,778
4VANGUARD INDEX FDS$16M25,971
5VISA INC$13M43,749
6COSTCO WHOLESALE CORPORATION$11M11,529
7MCKESSON CORP$11M13,203
8HOME DEPOT INC$10M29,127
9SCHWAB STRATEGIC TR$8M288,889
10TJX COS INC NEW$8M49,811
11NVIDIA CORPORATION$7M38,897
12MASTERCARD INCORPORATED$7M13,185
13JPMORGAN CHASE & CO$7M22,252
14AMAZON COM INC$6M28,991
15SCHWAB STRATEGIC TR$5M174,877
16STATE STR SPDR S&P 500 ETF T$5M7,145
17SCHWAB STRATEGIC TR$4M149,708
18CENCORA INC$4M11,822
19ALPHABET INC$3M11,869
20NORTHROP GRUMMAN CORP$3M4,911
21SCHWAB STRATEGIC TR$3M115,637
22ALPHABET INC$3M8,730
23JOHNSON & JOHNSON$2M10,002
24BERKSHIRE HATHAWAY INC DEL$2M4,570
25AUTOMATIC DATA PROCESSING IN$2M10,350
26BROADCOM INC$2M6,100
27VANGUARD WORLD FD$2M2,538
28ROSS STORES INC$2M7,593
29PALANTIR TECHNOLOGIES INC$2M11,054
30KIMBERLY-CLARK CORP$2M15,987
31ACCENTURE PLC IRELAND$1M7,537
32STRYKER CORPORATION$1M4,444
33ABBOTT LABORATORIES$1M13,127
34MCDONALDS CORP$1M4,133
35EXXON MOBIL CORP$1M7,245
36INVESCO EXCH TRADED FD TR II$1M10,027
37CORNING INC$1M8,265
38L3HARRIS TECHNOLOGIES INC$988k2,863
39ISHARES TR$974k1,491
40WALMART INC$848k6,820
41GE AEROSPACE$844k2,973
42MARRIOTT INTL INC NEW$797k2,436
43COCA COLA CO$795k10,451
44ROLLINS INC$785k14,699
45CATERPILLAR INC$751k1,060
46PROCTER & GAMBLE CO$743k5,145
47META PLATFORMS INC$713k1,246
48GOLDMAN SACHS GROUP INC$677k800
49ISHARES TR$661k1,550
50ISHARES TR$595k8,804
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.