2026 Q2 Portfolio Activity
In 2026 Q2, Peachtree Investment Partners, LLC maintained a portfolio of 153 distinct positions. The most significant new addition was ISHARES TR, now representing 3.59% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing the position by 42.2%. The fund also reduced its exposure to SCHWAB STRATEGIC TR by 58.7%.
Position History
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Total Positions
153
Quarter
2026 Q2
Top Holding
AAPL (13.2%)
Top 10 Concentration
57.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 153
Peachtree Investment Partners, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 13.20% | 13.56% |
#1
Prev: #1
|
6.5 |
—
|
2,117 | 1.5% |
P
S
|
142,280 | $41,170,126 |
$116.94
+173.6%
|
2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | ||
|
LLY
ELI LILLY & CO
|
Healthcare | 8.36% | 7.63% |
#2
1
Prev: #3
|
5.3 |
—
|
-41 | -0.2% |
P
S
|
21,737 | $26,071,470 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 8.13% | 5.91% |
#3
1
Prev: #4
|
6.8 |
—
|
10,961 | 42.2% |
P
S
|
36,932 | $25,365,158 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 7.34% | 9.01% |
#4
2
Prev: #2
|
3.9 |
—
|
-2,459 | -3.9% |
P
S
|
61,390 | $22,899,728 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
V
VISA INC
|
Financial Services | 4.69% | 5.04% |
#5
Prev: #5
|
2.9 |
—
|
-1,093 | -2.5% |
P
S
|
42,656 | $14,634,997 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SOXX
ISHARES TR
|
ETF | 3.59% | — |
#6
Prev: #—
|
4.9 |
—
|
17,499 | — |
NEW
|
17,499 | $11,212,454 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 3.48% | 4.38% |
#7
1
Prev: #6
|
1.9 |
—
|
65 | 0.6% |
P
S
|
11,594 | $10,846,148 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 3.12% | 3.65% |
#8
Prev: #8
|
1.7 |
—
|
-1,503 | -5.2% |
P
S
|
27,624 | $9,742,315 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 3.07% | 3.21% |
#9
Prev: #9
|
1.7 |
—
|
-6,142 | -2.1% |
P
S
|
282,747 | $9,568,150 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
MCK
MCKESSON CORP
|
Healthcare | 2.74% | 4.35% |
#10
3
Prev: #7
|
1.6 |
—
|
-1,871 | -14.2% |
P
S
|
11,332 | $8,562,753 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.71% | 2.59% |
#11
Prev: #11
|
3.1 |
—
|
3,367 | 8.7% |
P
S
|
42,264 | $8,456,563 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 2.50% | 3.03% |
#12
2
Prev: #10
|
1.5 |
—
|
1,568 | 3.1% |
P
S
|
51,379 | $7,783,847 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.38% | 2.30% |
#13
1
Prev: #14
|
3.0 |
—
|
2,131 | 7.4% |
P
S
|
31,122 | $7,417,624 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.32% | 2.49% |
#14
1
Prev: #13
|
1.4 |
—
|
-138 | -0.6% |
P
S
|
22,114 | $7,238,425 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 2.29% | 1.77% |
#15
1
Prev: #16
|
3.4 |
—
|
2,421 | 33.9% |
P
S
|
9,566 | $7,143,417 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 2.15% | 2.51% |
#16
4
Prev: #12
|
1.4 |
—
|
-105 | -0.8% |
P
S
|
13,080 | $6,718,024 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
MTUM
ISHARES TR
|
Bond/Debt | 1.67% | — |
#17
Prev: #—
|
4.2 |
—
|
15,210 | — |
NEW
|
15,210 | $5,214,424 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 1.57% | 1.46% |
#18
1
Prev: #17
|
2.6 |
—
|
16,901 | 11.3% |
P
S
|
166,609 | $4,903,293 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.48% | 1.30% |
#19
Prev: #19
|
2.6 |
—
|
1,010 | 8.5% |
P
S
|
12,879 | $4,602,458 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.98% | 1.11% |
#20
1
Prev: #21
|
0.9 |
—
|
-10,185 | -8.8% |
P
S
|
105,452 | $3,053,899 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.97% | 0.95% |
#21
1
Prev: #22
|
0.9 |
—
|
-154 | -1.8% |
P
S
|
8,576 | $3,030,302 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
IVV
ISHARES TR
|
ETF | 0.89% | 0.37% |
#22
17
Prev: #39
|
3.4 |
—
|
2,195 | 147.2% |
P
S
|
3,686 | $2,760,763 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.85% | 0.67% |
#23
4
Prev: #27
|
3.3 |
—
|
19,766 | 778.8% |
P
S
|
22,304 | $2,665,807 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.84% | 0.72% |
#24
2
Prev: #26
|
2.3 |
—
|
812 | 13.3% |
P
S
|
6,912 | $2,610,871 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
GLW
CORNING INC
|
Technology | 0.80% | 0.43% |
#25
12
Prev: #37
|
2.3 |
—
|
1,519 | 18.4% |
P
S
|
9,784 | $2,499,094 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
NOC
NORTHROP GRUMMA...
|
Industrials | 0.75% | 1.28% |
#26
6
Prev: #20
|
0.8 |
—
|
-330 | -6.7% |
P
S
|
4,581 | $2,333,288 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.73% | 2.04% |
#27
12
Prev: #15
|
0.3 |
—
|
-102,635 | -58.7% |
P
S
|
72,242 | $2,290,801 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.73% | 0.93% |
#28
5
Prev: #23
|
0.8 |
—
|
-1,054 | -10.5% |
P
S
|
8,948 | $2,272,617 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.71% | 0.80% |
#29
4
Prev: #25
|
0.8 |
—
|
-481 | -4.6% |
P
S
|
9,869 | $2,210,239 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
COR
CENCORA INC
|
Healthcare | 0.71% | 1.42% |
#30
12
Prev: #18
|
0.3 |
—
|
-4,033 | -34.1% |
P
S
|
7,789 | $2,204,096 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.68% | 0.83% |
#31
7
Prev: #24
|
0.8 |
—
|
-301 | -6.6% |
P
S
|
4,269 | $2,136,165 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
ROST
ROSS STORES INC
|
Consumer Cyclical | 0.59% | 0.63% |
#32
4
Prev: #28
|
2.2 |
—
|
1,046 | 13.8% |
P
S
|
8,639 | $1,838,854 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
KMB
KIMBERLY-CLARK ...
|
Consumer Defensive | 0.56% | 0.59% |
#33
3
Prev: #30
|
0.7 |
—
|
8 | 0.1% |
P
S
|
15,995 | $1,755,747 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SPMO
INVESCO EXCH TR...
|
Bond/Debt | 0.52% | 0.43% |
#34
2
Prev: #36
|
1.2 |
—
|
no change | no change |
P
S
|
10,027 | $1,619,762 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.48% | 0.29% |
#35
10
Prev: #45
|
2.7 |
—
|
334 | 31.5% |
P
S
|
1,394 | $1,484,878 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.40% | — |
#36
Prev: #—
|
3.7 |
—
|
1,083 | — |
NEW
|
1,083 | $1,250,096 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.36% | 0.62% |
#37
8
Prev: #29
|
0.6 |
—
|
-1,350 | -12.2% |
P
S
|
9,704 | $1,132,166 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.35% | 0.49% |
#38
4
Prev: #34
|
0.6 |
—
|
-81 | -2.0% |
P
S
|
4,052 | $1,095,267 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.33% | 0.21% |
#39
13
Prev: #52
|
2.6 |
—
|
260 | 42.1% |
P
S
|
878 | $1,031,865 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 0.31% | 0.16% |
#40
19
Prev: #59
|
3.1 |
—
|
1,442 | 82.4% |
P
S
|
3,192 | $967,177 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 0.30% | 0.51% |
#41
8
Prev: #33
|
0.1 |
—
|
-2,730 | -20.8% |
P
S
|
10,397 | $943,464 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
MAR
MARRIOTT INTL I...
|
Consumer Cyclical | 0.30% | 0.30% |
#42
Prev: #42
|
0.6 |
—
|
48 | 2.0% |
P
S
|
2,484 | $920,655 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.29% | 0.30% |
#43
Prev: #43
|
2.1 |
—
|
570 | 5.5% |
P
S
|
11,021 | $895,693 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
ACN
ACCENTURE PLC I...
|
Technology | 0.28% | 0.57% |
#44
13
Prev: #31
|
0.6 |
—
|
-416 | -5.5% |
P
S
|
7,121 | $886,197 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.28% | 0.32% |
#45
4
Prev: #41
|
0.1 |
—
|
-660 | -22.2% |
P
S
|
2,313 | $864,438 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 0.27% | 0.56% |
#46
14
Prev: #32
|
0.1 |
—
|
-1,752 | -39.4% |
P
S
|
2,692 | $847,420 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.27% | — |
#47
Prev: #—
|
3.6 |
—
|
1,437 | — |
NEW
|
1,437 | $834,783 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
IWF
ISHARES TR
|
ETF | 0.26% | 0.25% |
#48
1
Prev: #49
|
3.1 |
—
|
4,989 | 321.9% |
P
S
|
6,539 | $811,958 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.26% | — |
#49
Prev: #—
|
3.6 |
—
|
1,120 | — |
NEW
|
1,120 | $809,863 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.25% | 0.27% |
#50
3
Prev: #47
|
2.1 |
—
|
138 | 11.1% |
P
S
|
1,384 | $779,740 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-06 |
Showing 1-50 of 153 holdings