Peachtree Investment Partners, LLC holds a focused book of 143 reported positions worth $311.9M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Ishares Semiconductor ETF and trimmed Eli Lilly & Co. Their largest long position is Apple Inc at 13% of the reported non-option book. Cloning the disclosed picks since 2024 would be +17% (+8.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Peachtree Investment Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
74% mapped to company sectors
+5 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Peachtree Investment Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| BlueSpruce Investments, LP | 12 / 80 | $644.4M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $453.6M |
| Swiss Re Ltd | 55 / 80 | $1.1B |
| Oriental Harbor Investment Master Fund | 11 / 80 | $1.6B |
| Hoffman, Alan N Investment Management | 8 / 80 | $160.9M |
| Prospect Hill Management, LLC | 9 / 80 | $239.8M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Peachtree Investment Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $41.2M | 142.3K | 13.2% | ▲+1.5% Added · +2K sh | |
| 2 | Eli Lilly & Co COM | $26.1M | 21.7K | 8.4% | ▼−0.2% Reduced · −41 sh | |
| 3 | Vanguard Index FDS S&P 500 ETF SHS | $25.4M | 36.9K | 8.1% | ▲+42% Added · +11K sh | |
| 4 | Microsoft Corp COM | $22.9M | 61.4K | 7.3% | ▼−3.9% Reduced · −2K sh | |
| 5 | Visa Inc COM CL A | $14.6M | 42.7K | 4.7% | ▼−2.5% Reduced · −1K sh | |
| 6 | Ishares TR ISHARES SEMICDTR | $11.2M | 17.5K | 3.6% | ▲New New position | |
| 7 | Costco Wholesale Corporation COM | $10.8M | 11.6K | 3.5% | ▲+0.6% Added · +65 sh | |
| 8 | Home Depot Inc COM | $9.7M | 27.6K | 3.1% | ▼−5.2% Reduced · −2K sh | |
| 9 | Schwab Strategic TR US LCAP GR ETF | $9.6M | 282.7K | 3.1% | ▼−2.1% Reduced · −6K sh | |
| 10 | McKesson Corp COM | $8.6M | 11.3K | 2.7% | ▼−14% Reduced · −2K sh | |
| 11 | Nvidia Corporation COM | $8.5M | 42.3K | 2.7% | ▲+8.7% Added · +3K sh | |
| 12 | TJX Cos Inc New COM | $7.8M | 51.4K | 2.5% | ▲+3.1% Added · +2K sh | |
| 13 | Amazon Com Inc COM | $7.4M | 31.1K | 2.4% | ▲+7.3% Added · +2K sh | |
| 14 | JPMorgan Chase & Co COM | $7.2M | 22.1K | 2.3% | ▼−0.6% Reduced · −138 sh | |
| 15 | State STR SPDR S&P 500 ETF T TR UNIT | $7.1M | 9.6K | 2.3% | ▲+34% Added · +2K sh | |
| 16 | Mastercard Incorporated CL A | $6.7M | 13.1K | 2.2% | ▼−0.8% Reduced · −105 sh | |
| 17 | Ishares TR MSCI USA MMENTM | $5.2M | 15.2K | 1.7% | ▲New New position | |
| 18 | Schwab Strategic TR US LRG CAP ETF | $4.9M | 166.6K | 1.6% | ▲+11% Added · +17K sh | |
| 19 | Alphabet Inc CAP STK CL A | $4.6M | 12.9K | 1.5% | ▲+8.5% Added · +1K sh | |
| 20 | Schwab Strategic TR US BRD MKT ETF | $3.1M | 105.5K | 1.0% | ▼−8.8% Reduced · −10K sh | |
| 21 | Alphabet Inc CAP STK CL C | $3.0M | 8.6K | 1.0% | ▼−1.8% Reduced · −154 sh | |
| 22 | Ishares TR CORE S&P500 ETF | $2.8M | 3.7K | 0.9% | ▲+147% Added · +2K sh | |
| 23 | Vanguard World FD INF TECH ETF | $2.7M | 22.3K | 0.9% | ▲+779% Added · +20K sh | |
| 24 | Broadcom Inc COM | $2.6M | 6.9K | 0.8% | ▲+13% Added · +812 sh | |
| 25 | Corning Inc COM | $2.5M | 9.8K | 0.8% | ▲+18% Added · +2K sh | |
| 26 | Northrop Grumman Corp COM | $2.3M | 4.6K | 0.7% | ▼−6.7% Reduced · −330 sh | |
| 27 | Schwab Strategic TR US DIVIDEND EQ | $2.3M | 72.2K | 0.7% | ▼−59% Reduced · −103K sh | |
| 28 | Johnson & Johnson COM | $2.3M | 8.9K | 0.7% | ▼−11% Reduced · −1K sh | |
| 29 | Automatic Data Processing In COM | $2.2M | 9.9K | 0.7% | ▼−4.6% Reduced · −481 sh | |
| 30 | Cencora Inc COM | $2.2M | 7.8K | 0.7% | ▼−34% Reduced · −4K sh | |
| 31 | Berkshire Hathaway Inc Del CL B NEW | $2.1M | 4.3K | 0.7% | ▼−6.6% Reduced · −301 sh | |
| 32 | Ross Stores Inc COM | $1.8M | 8.6K | 0.6% | ▲+14% Added · +1K sh | |
| 33 | Kimberly-Clark Corp COM | $1.8M | 16.0K | 0.6% | ▲+0.1% Added · +8 sh | |
| 34 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $1.6M | 10.0K | 0.5% | —Held | |
| 35 | Caterpillar Inc COM | $1.5M | 1.4K | 0.5% | ▲+32% Added · +334 sh | |
| 36 | Micron Technology Inc COM | $1.3M | 1.1K | 0.4% | ▲New New position | |
| 37 | Palantir Technologies Inc CL A | $1.1M | 9.7K | 0.4% | ▼−12% Reduced · −1K sh | |
| 38 | McDonalds Corp COM | $1.1M | 4.1K | 0.4% | ▼−1.9% Reduced · −81 sh | |
| 39 | Ge Vernova Inc COM | $1.0M | 878 | 0.3% | ▲+42% Added · +260 sh | |
| 40 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $967K | 3.2K | 0.3% | ▲+82% Added · +1K sh | |
| 41 | Abbott Laboratories COM | $943K | 10.4K | 0.3% | ▼−21% Reduced · −3K sh | |
| 42 | Marriott Intl Inc New CL A | $921K | 2.5K | 0.3% | ▲+2.0% Added · +48 sh | |
| 43 | Coca Cola Co COM | $896K | 11.0K | 0.3% | ▲+5.5% Added · +570 sh | |
| 44 | Accenture PLC Ireland SHS CLASS A | $886K | 7.1K | 0.3% | ▼−5.5% Reduced · −416 sh | |
| 45 | Ge Aerospace COM NEW | $864K | 2.3K | 0.3% | ▼−22% Reduced · −660 sh | |
| 46 | Stryker Corporation COM | $847K | 2.7K | 0.3% | ▼−39% Reduced · −2K sh | |
| 47 | Advanced Micro Devices Inc COM | $835K | 1.4K | 0.3% | ▲New New position | |
| 48 | Ishares TR RUS 1000 GRW ETF | $812K | 6.5K | 0.3% | ▲+322% Added · +5K sh | |
| 49 | Applied Matls Inc COM | $810K | 1.1K | 0.3% | ▲New New position | |
| 50 | Meta Platforms Inc CL A | $780K | 1.4K | 0.2% | ▲+11% Added · +138 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1743863/holdings"
Use Arkolith to show Peachtree Investment Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 6, 2026 | 37d | 143 | $311.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 38d | 129 | $262.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 42d | 127 | $301.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 31d | 128 | $288.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 43d | 126 | $262.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 42d | 125 | $253.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 114 | $266.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 43d | 113 | $265.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.