13F-HR filed by Peachtree Investment Partners, LLC
Peachtree Investment Partners, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-11, with 127 holding rows worth $301,321,085.
- Accession
- 0001398344-26-002709
- Filer
- CIK 1743863
- Filed
- 2026-02-11
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 127 entries on the cover page, a total value of $301,321,085 stated on the cover page (in dollars after the unit check, H1), rows summing to $301,321,085 with VALUE read as dollars as filed, 13F file number 028-19422. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Apple Inc | 037833100 | COM | 143,531 | $39,020,270 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 69,198 | $33,465,776 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 22,687 | $24,381,676 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 30,218 | $18,950,864 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 47,023 | $16,491,474 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 468,030 | $15,267,145 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 13,622 | $11,174,305 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 12,135 | $10,464,146 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 30,388 | $10,456,341 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 378,722 | $10,191,418 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 14,241 | $8,129,864 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 50,405 | $7,742,773 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 22,986 | $7,406,406 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 31,825 | $7,345,853 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 38,833 | $7,242,302 | dollars as filed | |
| SPY | 78462F103 | SHS | 7,249 | $4,942,905 | dollars as filed | |
| CENCORA INC COM | 03073E105 | Stock | 12,112 | $4,090,701 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 12,450 | $3,896,930 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 20,117 | $3,575,797 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 11,243 | $2,892,011 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 9,149 | $2,870,874 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 4,604 | $2,625,230 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 7,584 | $2,624,859 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 4,829 | $2,427,297 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 7,767 | $2,084,015 | dollars as filed | |
| VGT | 92204A702 | SHS | 2,718 | $2,048,702 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 75,941 | $1,991,944 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 9,156 | $1,894,758 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 13,517 | $1,693,549 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 4,388 | $1,542,301 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,975 | $1,303,942 | dollars as filed | |
| ROSS STORES INC COM | 778296103 | Stock | 7,118 | $1,282,160 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 4,084 | $1,248,122 | dollars as filed | |
| ROLLINS INC COM | 775711104 | Stock | 19,918 | $1,195,497 | dollars as filed | |
| Invesco S&P 500 Momentum ETF | 46138E339 | SHS | 9,585 | $1,143,682 | dollars as filed | |
| MONSTER BEVERAGE CORP NEW COM | 61174X109 | Stock | 14,078 | $1,079,360 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 1,188 | $1,044,062 | dollars as filed | |
| General Electric Company | 369604301 | COM | 3,261 | $1,004,558 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 3,398 | $823,539 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 5,603 | $802,916 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,137 | $778,882 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 2,527 | $748,395 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 1,574 | $744,809 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 2,398 | $743,906 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 9,650 | $674,623 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 6,006 | $669,134 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 9,367 | $596,799 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 1,036 | $593,757 | dollars as filed | |
| L3HARRIS TECHNOLOGIES INC COM | 502431109 | Stock | 2,017 | $592,147 | dollars as filed | |
| IJH | 464287507 | COM | 8,928 | $589,271 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,271 | $571,608 | dollars as filed | |
| American Express Company | 025816109 | COM | 1,497 | $553,661 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 2,126 | $485,672 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 3,832 | $461,162 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 1,750 | $442,610 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 3,681 | $429,590 | dollars as filed | |
| First Horizon Corporation | 320517105 | Common Capital Stock, par value $0.625 per share | 17,189 | $410,809 | dollars as filed | |
| ISHARES TR | 464287846 | DOW JONES US ETF | 2,402 | $398,272 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 2,773 | $397,911 | dollars as filed | |
| CORNING INC | 219350105 | COM | 3,919 | $343,161 | dollars as filed | |
| SOUTHSTATE BK CORP COM | 84472E102 | Stock | 3,575 | $336,408 | dollars as filed | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 814 | $335,922 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 2,787 | $326,608 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 664 | $321,013 | dollars as filed | |
| CINTAS CORP COM | 172908105 | Stock | 1,699 | $319,498 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 973 | $309,910 | dollars as filed | |
| VTI | 922908769 | COM | 917 | $307,546 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 766 | $303,573 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 1,536 | $299,681 | dollars as filed | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 5,989 | $294,724 | dollars as filed | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 1,007 | $290,767 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C573 | TOTAL CORP BND | 3,632 | $281,951 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 1,407 | $280,962 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 416 | $271,961 | dollars as filed | |
| YUM BRANDS INC COM | 988498101 | Stock | 1,754 | $265,363 | dollars as filed | |
| ISHARES TR | 464289438 | RUS TP200 GR ETF | 950 | $263,093 | dollars as filed | |
| CONSOLIDATED EDISON INC | 209115104 | COM | 2,627 | $260,871 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 4,515 | $260,358 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 1,133 | $259,271 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 1,025 | $247,078 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 8,140 | $243,318 | dollars as filed | |
| SCHD | 808524797 | COM | 8,773 | $240,630 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 2,565 | $239,086 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 1,649 | $236,639 | dollars as filed | |
| TRAVELERS COMPANIES INC COM | 89417E109 | Stock | 783 | $227,157 | dollars as filed | |
| REPUBLIC SVCS INC COM | 760759100 | Stock | 1,042 | $220,844 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 1,251 | $217,012 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 2,920 | $216,278 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 672 | $209,707 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 1,989 | $209,355 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 632 | $206,784 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 932 | $204,787 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 352 | $204,161 | dollars as filed | |
| ATMOS ENERGY CORP COM | 049560105 | Stock | 1,214 | $203,441 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524722 | 1000 INDEX ETF | 5,234 | $171,666 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 6,660 | $160,097 | dollars as filed | |
| ISHARES TR | 464287648 | RUS 2000 GRW ETF | 479 | $154,648 | dollars as filed | |
| ISHARES TR | 464287606 | S&P MC 400GR ETF | 1,495 | $144,878 | dollars as filed | |
| ISHARES TR | 464287887 | S&P SML 600 GWT | 521 | $73,487 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 320 | $67,852 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 370 | $65,609 | dollars as filed | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 306 | $51,390 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C680 | COM | 363 | $44,195 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 167 | $41,209 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 191 | $40,256 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 105 | $39,228 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 192 | $36,764 | dollars as filed | |
| ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | ETF | 194 | $27,297 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 95 | $24,454 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 50 | $24,393 | dollars as filed | |
| Schwab Intermediate-Term US Treasury ETF | 808524854 | SHS | 700 | $17,556 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 200 | $17,432 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 650 | $15,191 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 59 | $12,455 | dollars as filed | |
| ISHARES TR | 464287630 | RUS 2000 VAL ETF | 68 | $12,362 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 398 | $11,777 | dollars as filed | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 41 | $11,698 | dollars as filed | |
| Vanguard Total World Bond ETF | 92206C565 | SHS | 155 | $10,649 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524631 | HIGH YIEL BD ETF | 343 | $9,069 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 67 | $8,052 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 220 | $6,603 | dollars as filed | |
| VANGUARD WORLD FD | 92204A405 | FINANCIALS ETF | 45 | $5,969 | dollars as filed | |
| Vanguard Utilities ETF | 92204A876 | SHS | 30 | $5,551 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 88 | $2,381 | dollars as filed | |
| Schwab Fundamental Emerging Markets Equity ETF | 808524730 | SHS | 46 | $1,656 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 146 | $1,533 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524763 | FUNDAMENTAL US S | 47 | $1,468 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001398344-26-002709 | this filing | 2026-02-11 | acceptance time not in the bulk data set |