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
$0
$79,000 0.03% of portfolio
428
Q3 2025 Reduced 48.18%
$0
$43,000 0.02% of portfolio
363
Q3 2025 New
$0
$49,000 0.02% of portfolio
241
Q3 2025 Reduced 9.06%
$0
$50,000 0.02% of portfolio
306
Q3 2025 Added 188.68%
$0
$66,000 0.02% of portfolio
317
Q3 2025 Added 0.32%
$0
$23,000 0.01% of portfolio
92
Q3 2025 Added 4.55%
$0
$23,000 0.01% of portfolio
50
Q1 2025 Added 56.25%
$0
$40,000 0.01% of portfolio
167
Q3 2025 Added 0.6%
$0
$26,000 0.01% of portfolio
193
Q3 2025 Added 1.05%
$0
$38,000 0.01% of portfolio
105
Q1 2025 Added 0.96%
$0
$15,000 0.01% of portfolio
650
Q4 2020 New
$0
$17,000 0.01% of portfolio
700
Q4 2020 New
$0
$9,000 0.0% of portfolio
50
Q3 2025 Reduced 50.0%
$0
$11,000 0.0% of portfolio
58
Q4 2024 Added 1.75%
$0
$7,000 0.0% of portfolio
67
Q3 2024 Reduced 16.25%
$0
$12,000 0.0% of portfolio
68
Q3 2025 Added 1.49%
$0
$5,000 0.0% of portfolio
44
Q3 2024 New
$0
$0 0.0% of portfolio
15
Q4 2024 New
$0
$10,000 0.0% of portfolio
41
Q3 2023 Reduced 8.89%
$0
$11,000 0.0% of portfolio
141
Q3 2025 Added 7.63%
$0
$10,000 0.0% of portfolio
148
Q3 2025 Added 7.25%
Southstate Bk Corp
-
$0 0.0% of portfolio
-
Q3 2025 New
$0
$1,000 0.0% of portfolio
46
Q4 2024 New
$0
$2,000 0.0% of portfolio
87
Q3 2025 Added 1.16%
$0
$1,000 0.0% of portfolio
44
Q4 2024 New
$0
$11,000 0.0% of portfolio
396
Q3 2025 Reduced 89.82%
Schwab Strategic Tr
-
$0 0.0% of portfolio
-
Q3 2025 Added 3.7%

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
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