Peachtree Investment Partners, LLC

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CIK 1743863

13F portfolio (2026-Q1)

$262M

Positions

129

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

129

Top 5

41.1%

Top 10

59.8%

Effective N

19.8

HHI

0.050

This quarter

9 new · 0 exit →

By sector

Information Technology28.2%

Consumer Discretionary21.3%

Unclassified19.0%

Financials12.1%

Health Care10.0%

Industrials3.5%

Communication Services2.7%

Materials1.6%

Other1.6%

By market cap

Mega (>$200B)62.4%

Unknown19.1%

Large ($10–200B)18.5%

By region

North America80.9%

Other19.0%

Asia-Pacific0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	19.81%	56
Specialty Retail	14.40%	7
Technology Hardware & Equipment	13.77%	3
Software	9.62%	2
Pharmaceuticals & Biotechnology	9.41%	6
Commercial Services & Supplies	8.42%	4
Distributors	5.77%	2
Semiconductors & Semiconductor Equipment	3.48%	4
Software & IT Services	3.33%	4
Banks	3.28%	7
Aerospace & Defense	2.10%	5
Hotels, Restaurants & Leisure	0.90%	3
Oil, Gas & Consumable Fuels	0.64%	2
Paper & Forest Products	0.59%	1
Health Care Equipment & Supplies	0.56%	1
Electrical Equipment & Components	0.53%	2
Metals & Mining	0.53%	2
Chemicals	0.47%	2
Beverages	0.47%	2
Machinery	0.42%	2
Utilities	0.36%	3
Capital Markets	0.26%	1
Insurance	0.22%	2
Automobiles & Components	0.18%	1
Tobacco	0.11%	1
Road & Rail	0.11%	1
Textiles, Apparel & Luxury Goods	0.10%	1
Media & Entertainment	0.09%	1
Diversified Telecommunication Services	0.08%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AAPL	Apple Inc.	Information Technology	13.56%
2	MSFT	MICROSOFT CORP	Information Technology	9.01%
3	LLY	ELI LILLY & Co	Health Care	7.63%
4	VOO	VANGUARD INDEX FDS	Unclassified	5.91%
5	V	VISA INC.	Financials	5.04%
6	COST	COSTCO WHOLESALE CORP /NEW	Consumer Discretionary	4.38%
7	MCK	MCKESSON CORP	Consumer Discretionary	4.35%
8	HD	HOME DEPOT, INC.	Consumer Discretionary	3.65%
9	SCHG	SCHWAB U.S. LARGE-CAP GROWTH ETF	Unclassified	3.21%
10	TJX	TJX COMPANIES INC /DE/	Consumer Discretionary	3.03%

74/129 names classified · sector 81.0% of weight · industry 80.2% · mkt cap 80.9%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 30 quarters

Information TechnologyAAPL, MSFT, ADP, NVDA, ADBE · other

Consumer DiscretionaryHD, COST, TJX, AMZN, MCK · other

FinancialsV, MA, JPM, UNH, PYPL · other

IndustrialsNOC, GPN, LMT, BA, ROL · other

Health CareLLY, ABT, SYK, ZTS, BDX · other

MaterialsNKE, PG, AVY, KMB, GLW · other

Consumer StaplesKO, PEP, HSY, MNST, MO · other

Communication ServicesDIS, GOOGL, GOOG, META, CMCSA · other

UtilitiesED, DUK, AEP, WEC, ES · other

EnergyXOM, CVX, COP, SLB

Real Estate

UnclassifiedSCHG, VOO, SPY, SCHX, SCHD · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 81.0% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (72 classified)Peachtree Investment Partners, LLC centroid (Large Growth)

Information TechnologyConsumer DiscretionaryFinancialsHealth CareIndustrialsCommunication ServicesMaterialsEnergyConsumer StaplesUtilities

Style box summary for Peachtree Investment Partners, LLC: centroid Large Growth. Heaviest cells: Large Growth 61.5%, Large Value 8.8%, Large Core 6.2%.

Classified: 80.1% of book weight (72/129 names) · unclassified 19.9%: VOO, SCHG, SCHD, SPY, SCHX, SCHB, BRK.B, VGT, SPMO, IVV +47 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 129 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AAPLAPPLE INC	140,163	$36M	13.6%	TRIM −2%
2	MSFTMICROSOFT CORP	63,849	$24M	9.0%	TRIM −8%
3	LLYELI LILLY & CO	21,778	$20M	7.6%	TRIM −4%
4	VOOVANGUARD INDEX FDS	25,971	$16M	5.9%	TRIM −14%
5	VVISA INC	43,749	$13M	5.0%	TRIM −7%
6	COSTCOSTCO WHSL CORP NEW	11,529	$11M	4.4%	TRIM −5%
7	MCKMCKESSON CORP	13,203	$11M	4.4%	TRIM −3%
8	HDHOME DEPOT INC	29,127	$10M	3.7%	TRIM −4%
9	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	288,889	$8M	3.2%	TRIM −38%
10	TJXTJX COS INC NEW	49,811	$8M	3.0%	HOLD
11	NVDANVIDIA CORPORATION	38,897	$7M	2.6%	HOLD
12	MAMASTERCARD INCORPORATED	13,185	$7M	2.5%	TRIM −7%
13	JPMJPMORGAN CHASE & CO	22,252	$7M	2.5%	TRIM −3%
14	AMZNAMAZON COM INC	28,991	$6M	2.3%	TRIM −9%
15	SCHDSCHWAB STRATEGIC TR	174,877	$5M	2.0%	ADD 1893%
16	SPYSTATE STR SPDR S&P 500 ETF T	7,145	$5M	1.8%	HOLD
17	SCHXSCHWAB U.S. LARGE-CAP ETF	149,708	$4M	1.5%	TRIM −60%
18	CORCENCORA INC	11,822	$4M	1.4%	TRIM −2%
19	GOOGLALPHABET INC	11,869	$3M	1.3%	TRIM −5%
20	NOCNORTHROP GRUMMAN CORP	4,911	$3M	1.3%	ADD 7%
21	SCHBSCHWAB STRATEGIC TR	115,637	$3M	1.1%	ADD 52%
22	GOOGALPHABET INC	8,730	$3M	1.0%	TRIM −5%
23	JNJJOHNSON & JOHNSON	10,002	$2M	0.9%	ADD 9%
24	BRK.BBERKSHIRE HATHAWAY INC DEL	4,570	$2M	0.8%	TRIM −5%
25	ADPAUTOMATIC DATA PROCESSING IN	10,350	$2M	0.8%	TRIM −8%
26	AVGOBROADCOM INC	6,100	$2M	0.7%	TRIM −20%
27	VGTVANGUARD WORLD FD	2,538	$2M	0.7%	TRIM −7%
28	ROSTROSS STORES INC	7,593	$2M	0.6%	ADD 7%
29	PLTRPALANTIR TECHNOLOGIES INC	11,054	$2M	0.6%	TRIM −45%
30	KMBKIMBERLY-CLARK CORP	15,987	$2M	0.6%	NEW
31	ACNACCENTURE PLC IRELAND	7,537	$1M	0.6%	TRIM −3%
32	SYKSTRYKER CORPORATION	4,444	$1M	0.6%	HOLD
33	ABTABBOTT LABS	13,127	$1M	0.5%	TRIM −3%
34	MCDMCDONALDS CORP	4,133	$1M	0.5%	HOLD
35	XOMEXXON MOBIL CORP	7,245	$1M	0.5%	ADD 89%
36	SPMOInvesco ETF Trust II - S&P500 Momentum ETF	10,027	$1M	0.4%	ADD 5%
37	GLWCORNING INC	8,265	$1M	0.4%	ADD 111%
38	LHXL3HARRIS TECHNOLOGIES INC	2,863	$988,113	0.4%	ADD 42%
39	IVVISHARES TR	1,491	$973,831	0.4%	ADD 31%
40	WMTWALMART INC	6,820	$847,530	0.3%	ADD 14%
41	GEGE AEROSPACE	2,973	$843,632	0.3%	TRIM −9%
42	MARMARRIOTT INTL INC NEW	2,436	$796,620	0.3%	HOLD
43	KOCOCA COLA CO	10,451	$794,790	0.3%	ADD 8%
44	ROLROLLINS INC	14,699	$785,062	0.3%	TRIM −26%
45	CATCATERPILLAR INC	1,060	$750,927	0.3%	ADD 2%
46	PGPROCTER AND GAMBLE CO	5,145	$743,212	0.3%	TRIM −8%
47	METAMETA PLATFORMS INC	1,246	$712,606	0.3%	TRIM −37%
48	GSGOLDMAN SACHS GROUP INC	800	$676,554	0.3%	TRIM −33%
49	IWFISHARES TR	1,550	$660,805	0.3%	HOLD
50	IJHISHARES TR	8,804	$594,510	0.2%	HOLD
51	LMTLOCKHEED MARTIN CORP	911	$550,566	0.2%	ADD 37%
52	GEVGE VERNOVA INC	618	$539,630	0.2%	ADD 49%
53	COFCAPITAL ONE FINL CORP	2,789	$508,797	0.2%	TRIM −18%
54	NKENIKE INC	9,299	$491,158	0.2%	HOLD
55	TSLATESLA INC	1,261	$468,788	0.2%	HOLD
56	CVXCHEVRON CORP NEW	2,179	$450,910	0.2%	NEW
57	PEPPEPSICO INC	2,763	$429,021	0.2%	HOLD
58	ABBVABBVIE INC	1,951	$424,401	0.2%	TRIM −8%
59	QQQMINVESCO EXCH TRADED FD TR II	1,750	$415,835	0.2%	HOLD
60	HONHONEYWELL INTL INC	1,801	$407,117	0.2%	ADD 17%
61	FHNFIRST HORIZON CORPORATION	17,189	$391,214	0.1%	HOLD
62	DUKDUKE ENERGY CORP NEW	2,899	$379,564	0.1%	ADD 4%
63	GLDSPDR GOLD TR	873	$375,643	0.1%	ADD 14%
64	ETNEATON CORP PLC	1,003	$358,743	0.1%	ADD 3%
65	AXPAMERICAN EXPRESS CO	1,162	$351,584	0.1%	TRIM −22%
66	IBMINTERNATIONAL BUSINESS MACHS	1,420	$344,085	0.1%	TRIM −44%
67	CBCHUBB LIMITED	1,017	$331,562	0.1%	ADD 51%
68	SSBSOUTHSTATE BK CORP	3,575	$330,724	0.1%	HOLD
69	MOALTRIA GROUP INC	4,560	$300,903	0.1%	HOLD
70	MGKVanguard Mega Cap Growth ETF	814	$299,031	0.1%	HOLD
71	EDCONSOLIDATED EDISON INC	2,637	$298,504	0.1%	HOLD
72	IYYISHARES TR	1,859	$294,581	0.1%	TRIM −23%
73	VTIVANGUARD INDEX FDS	901	$289,084	0.1%	HOLD
74	NSCNORFOLK SOUTHN CORP	995	$285,626	0.1%	HOLD
75	VTCVANGUARD SCOTTSDALE FDS	3,632	$279,009	0.1%	HOLD
76	TFCTRUIST FINL CORP	6,049	$278,062	0.1%	HOLD
77	YUMYUM BRANDS INC	1,759	$273,430	0.1%	HOLD
78	CTASCINTAS CORP	1,560	$263,828	0.1%	TRIM −8%
79	ATOATMOS ENERGY CORP	1,417	$261,688	0.1%	ADD 17%
80	HWMHOWMET AEROSPACE INC	1,123	$258,820	0.1%	NEW
81	TXNTEXAS INSTRS INC	1,278	$248,058	0.1%	ADD 2%
82	VYMVANGUARD WHITEHALL FDS	1,655	$245,178	0.1%	HOLD
83	LOWLOWES COS INC	1,028	$242,882	0.1%	HOLD
84	CMCSACOMCAST CORP NEW	8,335	$239,310	0.1%	ADD 2%
85	MRKMERCK & CO INC	1,981	$238,323	0.1%	HOLD
86	TRVTRAVELERS COMPANIES INC	809	$235,838	0.1%	ADD 3%
87	TAT&T INC	7,602	$220,380	0.1%	NEW
88	RTXRTX CORPORATION	1,138	$219,548	0.1%	NEW
89	TSMTAIWAN SEMICONDUCTOR MFG LTD	649	$219,330	0.1%	NEW
90	DHRDANAHER CORP DEL	1,153	$218,649	0.1%	HOLD
91	BNDVANGUARD BD INDEX FDS	2,920	$215,022	0.1%	HOLD
92	AMGNAMGEN INC	592	$208,347	0.1%	TRIM −6%
93	WFCWELLS FARGO CO NEW	2,565	$204,224	0.1%	HOLD
94	SCHKSCHWAB STRATEGIC TR	5,248	$164,429	0.1%	HOLD
95	IJKISHARES TR	1,496	$150,536	0.1%	HOLD
96	IYWISHARES TR	804	$145,938	0.1%	TRIM −43%
97	IWOISHARES TR	428	$134,272	0.1%	TRIM −11%
98	SCHFSCHWAB STRATEGIC TR	5,277	$130,606	0.0%	TRIM −21%
99	VDEVANGUARD WORLD FD	656	$113,490	0.0%	NEW
100	SCHVSCHWAB STRATEGIC TR	2,900	$88,438	0.0%	ADD 629%
101	IJTISHARES TR	521	$75,335	0.0%	HOLD
102	VOEVANGUARD INDEX FDS	371	$68,338	0.0%	HOLD
103	IUSGISHARES TR	306	$47,464	0.0%	HOLD
104	VBRVANGUARD INDEX FDS	206	$44,843	0.0%	TRIM −36%
105	IWMISHARES TR	168	$41,591	0.0%	HOLD
106	IWDISHARES TR	192	$40,952	0.0%	HOLD
107	VONGVANGUARD SCOTTSDALE FDS	363	$39,817	0.0%	HOLD
108	VTVVANGUARD INDEX FDS	194	$37,976	0.0%	HOLD
109	IWSISHARES TR	194	$28,293	0.0%	HOLD
110	VUGVANGUARD INDEX FDS	50	$21,840	0.0%	HOLD
111	SCHRSCHWAB STRATEGIC TR	700	$17,437	0.0%	HOLD
112	TLTISHARES TR	200	$17,338	0.0%	HOLD
113	IWBISHARES TR	43	$15,332	0.0%	TRIM −59%
114	SCHZSCHWAB STRATEGIC TR	650	$15,093	0.0%	HOLD
115	IWNISHARES TR	68	$12,970	0.0%	HOLD
116	IVEISHARES TR	59	$12,448	0.0%	HOLD
117	BSVVANGUARD BD INDEX FDS	151	$11,842	0.0%	ADD 3%
118	VBVANGUARD INDEX FDS	97	$11,842	0.0%	ADD 2%
119	VHTVANGUARD WORLD FD	41	$11,067	0.0%	HOLD
120	BNDWVANGUARD SCOTTSDALE FDS	160	$10,940	0.0%	ADD 3%
121	SCHMSCHWAB STRATEGIC TR	345	$10,685	0.0%	ADD 57%
122	SCYBSCHWAB STRATEGIC TR	347	$9,027	0.0%	HOLD
123	IJRISHARES TR	67	$8,329	0.0%	HOLD
124	VPUVANGUARD WORLD FD	30	$5,970	0.0%	HOLD
125	VYMIVANGUARD WHITEHALL FDS	50	$4,712	0.0%	NEW
126	SCHASCHWAB STRATEGIC TR	150	$4,362	0.0%	NEW
127	FNDXSCHWAB STRATEGIC TR	88	$2,447	0.0%	HOLD
128	FNDESCHWAB STRATEGIC TR	46	$1,757	0.0%	HOLD
129	FNDASCHWAB STRATEGIC TR	47	$1,514	0.0%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AAPLAPPLE INC

160K

155K

148K

145K

144K

140K

$36M

MSFTMICROSOFT CORP

83K

78K

73K

72K

69K

64K

$24M

LLYELI LILLY & CO

26K

25K

24K

23K

22K

$20M

VOOVANGUARD INDEX FDS

32K

24K

22K

30K

26K

$16M

VVISA INC

50K

48K

47K

44K

$13M

COSTCOSTCO WHSL CORP NEW

14K

13K

12K

$11M

MCKMCKESSON CORP

14K

13K

14K

13K

$11M

HDHOME DEPOT INC

32K

31K

30K

32K

30K

29K

$10M

SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF

555K

432K

352K

441K

468K

289K

$8M

TJXTJX COS INC NEW

52K

51K

50K

49K

50K

$8M

NVDANVIDIA CORPORATION

28K

25K

33K

38K

39K

$7M

MAMASTERCARD INCORPORATED

14K

15K

14K

13K

$7M

JPMJPMORGAN CHASE & CO

20K

22K

23K

22K

$7M

AMZNAMAZON COM INC

33K

32K

30K

32K

29K

$6M

SCHDSCHWAB STRATEGIC TR

11K

10K

175K

$5M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Peachtree Investment Partners, LLC