Peachtree Investment Partners, LLC Portfolio Holdings

Peachtree Investment Partners, LLC

  • $287 Million
  • Q3 2025

Peachtree Investment Partners, LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $287 Million distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $37.2M, Apple Inc. with a value of $36.8M, Vanguard Index Fds S&P 500 ETF with a value of $18.6M, Eli Lilly & CO with a value of $17.4M, and Visa Inc. with a value of $16.6M.

Examining the 13F form we can see an increase of $34.5M in the current position value, from $252M to 287M.

Peachtree Investment Partners, LLC is based out at Vero Beach, FL

Below you can find more details about Peachtree Investment Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $287 Million
Technology: $91.1 Million
ETFs: $51.3 Million
Financial Services: $38 Million
Healthcare: $35.4 Million
Consumer Cyclical: $32.9 Million
Consumer Defensive: $16.1 Million
Industrials: $12.4 Million
Communication Services: $7.89 Million
Other: $1.58 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$37.2 Million 12.99% of portfolio
71,892
Q3 2025 Reduced 8.33%
$4.3T
$36.8 Million 12.85% of portfolio
144,637
Q3 2025 Reduced 6.69%
$0
$18.6 Million 6.48% of portfolio
30,339
Q3 2025 Added 25.93%
$971B
$17.4 Million 6.08% of portfolio
22,822
Q3 2025 Reduced 8.48%
$533B
$16.6 Million 5.78% of portfolio
48,489
Q3 2025 Reduced 2.85%
$0
$14.1 Million 4.9% of portfolio
440,538
Q3 2025 Added 1.98%
$367B
$12.9 Million 4.5% of portfolio
31,838
Q3 2025 Added 2.1%
$404B
$11.9 Million 4.16% of portfolio
12,884
Q3 2025 Reduced 6.79%
$121B
$10.1 Million 3.53% of portfolio
13,109
Q3 2025 Reduced 6.75%
$512B
$8.41 Million 2.93% of portfolio
14,783
Q3 2025 Added 2.4%
$881B
$7.24 Million 2.53% of portfolio
22,966
Q3 2025 Added 14.59%
$170B
$7.12 Million 2.49% of portfolio
49,293
Q3 2025 Reduced 2.43%
$465B
$7.08 Million 2.47% of portfolio
37,972
Q3 2025 Added 53.74%
$2.39T
$6.99 Million 2.44% of portfolio
31,848
Q3 2025 Reduced 0.75%
$0
$6.79 Million 2.37% of portfolio
257,672
Q3 2025 Added 240.06%
$342B
$4.35 Million 1.52% of portfolio
23,863
Q3 2025 Added 113.35%
$86.7B
$3.01 Million 1.05% of portfolio
4,937
Q3 2025 Reduced 5.28%
$662B
$2.71 Million 0.94% of portfolio
5,385
Q3 2025 Reduced 26.5%
$1.65T
$2.53 Million 0.88% of portfolio
10,401
Q3 2025 Added 151.29%
$139B
$2.31 Million 0.81% of portfolio
7,010
Q3 2025 New
$1.37T
$2.19 Million 0.76% of portfolio
2,983
Q3 2025 Added 71.54%
$152B
$2.14 Million 0.75% of portfolio
8,685
Q3 2025 Reduced 23.66%
$0
$2.08 Million 0.73% of portfolio
2,784
Q3 2025 Reduced 28.41%
$38.4B
$2.04 Million 0.71% of portfolio
11,005
Q3 2025 Added 5.13%
$1.74T
$1.96 Million 0.68% of portfolio
8,056
Q3 2025 Added 136.73%
$0
$1.87 Million 0.65% of portfolio
72,838
Q3 2025 Added 4.8%
$228B
$1.82 Million 0.63% of portfolio
13,576
Q3 2025 Reduced 3.71%
$136B
$1.6 Million 0.56% of portfolio
4,329
Q3 2025 Reduced 2.83%
$522B
$1.38 Million 0.48% of portfolio
7,451
Q3 2025 Reduced 6.41%
$224B
$1.21 Million 0.42% of portfolio
3,994
Q3 2025 Reduced 11.19%
$0
$1.16 Million 0.4% of portfolio
9,585
Q3 2025 New
$0
$1.09 Million 0.38% of portfolio
1,635
Q3 2025 Reduced 5.65%
$55.7B
$994,000 0.35% of portfolio
6,524
Q3 2025 Added 0.28%
$346B
$961,000 0.34% of portfolio
6,256
Q3 2025 Reduced 10.85%
$37.6B
$947,000 0.33% of portfolio
14,078
Q3 2025 Added 34.26%
$328B
$821,000 0.29% of portfolio
2,730
Q3 2025 New
$28.7B
$797,000 0.28% of portfolio
13,580
Q3 2025 Added 12.62%
$66.3B
$790,000 0.28% of portfolio
3,444
Q3 2025 Added 36.5%
$306B
$770,000 0.27% of portfolio
11,622
Q3 2025 Reduced 0.57%
$0
$736,000 0.26% of portfolio
1,572
Q3 2025 Added 10.16%
$79.2B
$681,000 0.24% of portfolio
9,770
Q3 2025 Reduced 2.49%
$92.7B
$665,000 0.23% of portfolio
2,555
Q3 2025 Reduced 9.88%
$85.9B
$626,000 0.22% of portfolio
2,835
Q3 2025 Added 63.97%
$55.4B
$629,000 0.22% of portfolio
2,060
Q3 2025 Added 0.15%
$77.2B
$597,000 0.21% of portfolio
2,811
Q3 2025 New
$1.29T
$563,000 0.2% of portfolio
1,266
Q3 2025 Reduced 1.56%
$279B
$567,000 0.2% of portfolio
5,507
Q3 2025 Added 17.1%
$0
$583,000 0.2% of portfolio
8,943
Q3 2025 Reduced 1.09%
$49.1B
$520,000 0.18% of portfolio
434
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $287 Million
  • Prior Value $252 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
Track This Portfolio

Track Peachtree Investment Partners, LLC Portfolio

Follow Peachtree Investment Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peachtree Investment Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peachtree Investment Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email