Sponsored

The Analysis of Peachtree Investment Partners, LLC's Holdings & P&L

Currently, Peachtree Investment Partners, LLC holds 129 types of securities in its portfolio with a total value $262.4M. In the most recent quarter, they have increased their positions in SCHD (+166.1K shares, valued at $5.1M), KMB (+16.0K shares, valued at $1.5M), SCHB (+39.7K shares, valued at $996.4K); decreased their positions in SCHX (-229.0K shares, valued at $5.9M), SCHG (-179.1K shares, valued at $5.2M), N/A (-4.2K shares, valued at $2.5M); initiated new positions in KMB (+16.0K shares, valued at $1.5M), CVX (+2.2K shares, valued at $450.9K), HWM (+1.1K shares, valued at $258.8K).

1M P&L

+8.6M+3.56%

3M P&L

-9.8M-3.77%

HY P&L

-13.5M-5.10%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Consumer Electronics35.6M

15.5%

2N/A34.3M

14.9%

3Software - Infrastructure25.3M

11.0%

Top Industries by Stock Count

1N/A54 stocks

46.2%

2Aerospace & Defense5 stocks

4.3%

3Drug Manufacturers - General4 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC140.2K shares-2.35%2026-03-312026-05-08

MSFT MICROSOFT CORP63.8K shares-7.73%2026-03-312026-05-08

LLY ELI LILLY & CO21.8K shares-4.01%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS26.0K shares-14.05%2026-03-312026-05-08

V VISA INC43.7K shares-6.96%2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION11.5K shares-4.99%2026-03-312026-05-08

MCK MCKESSON CORP13.2K shares-3.08%2026-03-312026-05-08

HD HOME DEPOT INC29.1K shares-4.15%2026-03-312026-05-08

Sponsored

SCHG SCHWAB STRATEGIC TR288.9K shares-38.28%2026-03-312026-05-08

TJX TJX COS INC NEW49.8K shares-1.18%2026-03-312026-05-08

NVDA NVIDIA CORPORATION38.9K shares0.16%2026-03-312026-05-08

MA MASTERCARD INCORPORATED13.2K shares-7.42%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO22.3K shares-3.19%2026-03-312026-05-08

AMZN AMAZON COM INC29.0K shares-8.90%2026-03-312026-05-08

SCHD SCHWAB STRATEGIC TR174.9K shares1893.35%2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T7.1K shares-1.43%2026-03-312026-05-08

Sponsored

SCHX SCHWAB STRATEGIC TR149.7K shares-60.47%2026-03-312026-05-08

CENCORA INC CENCORA INC11.8K shares-2.39%2026-03-312026-05-08

ALPHABET INC ALPHABET INC11.9K shares-4.67%2026-03-312026-05-08

NOC NORTHROP GRUMMAN CORP4.9K shares6.67%2026-03-312026-05-08

SCHB SCHWAB STRATEGIC TR115.6K shares52.27%2026-03-312026-05-08

ALPHABET INC ALPHABET INC8.7K shares-4.58%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON10.0K shares9.24%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.6K shares-5.36%2026-03-312026-05-08

Sponsored

ADP AUTOMATIC DATA PROCESSING IN10.3K shares-7.94%2026-03-312026-05-08

BROADCOM INC BROADCOM INC6.1K shares-19.57%2026-03-312026-05-08

VGT VANGUARD WORLD FD2.5K shares-6.62%2026-03-312026-05-08

ROST ROSS STORES INC7.6K shares6.67%2026-03-312026-05-08

PLTR PALANTIR TECHNOLOGIES INC11.1K shares-45.05%2026-03-312026-05-08

KMB KIMBERLY-CLARK CORP16.0K sharesnew addition2026-03-312026-05-08

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND7.5K shares-2.96%2026-03-312026-05-08

SYK STRYKER CORPORATION4.4K shares1.28%2026-03-312026-05-08

Sponsored

ABT ABBOTT LABORATORIES13.1K shares-2.89%2026-03-312026-05-08

MCD MCDONALDS CORP4.1K shares1.20%2026-03-312026-05-08

XOM EXXON MOBIL CORP7.2K shares89.07%2026-03-312026-05-08

SPMO INVESCO EXCH TRADED FD TR II10.0K shares4.61%2026-03-312026-05-08

GLW CORNING INC8.3K shares110.90%2026-03-312026-05-08

LHX L3HARRIS TECHNOLOGIES INC2.9K shares41.94%2026-03-312026-05-08

IVV ISHARES TR1.5K shares31.13%2026-03-312026-05-08

WMT WALMART INC6.8K shares13.55%2026-03-312026-05-08

Sponsored

GE AEROSPACE GE AEROSPACE3.0K shares-8.83%2026-03-312026-05-08

MAR MARRIOTT INTL INC NEW2.4K shares1.58%2026-03-312026-05-08

KO COCA COLA CO10.5K shares8.30%2026-03-312026-05-08

ROL ROLLINS INC14.7K shares-26.20%2026-03-312026-05-08

CAT CATERPILLAR INC1.1K shares2.32%2026-03-312026-05-08

PG PROCTER & GAMBLE CO5.1K shares-8.17%2026-03-312026-05-08

META META PLATFORMS INC1.2K shares-36.91%2026-03-312026-05-08

GS GOLDMAN SACHS GROUP INC800 shares-32.66%2026-03-312026-05-08

Sponsored

IWF ISHARES TR1.6K shares-1.52%2026-03-312026-05-08

IJH ISHARES TR8.8K shares-1.39%2026-03-312026-05-08

LMT LOCKHEED MARTIN CORP911 shares37.20%2026-03-312026-05-08

GEV GE VERNOVA INC618 shares48.56%2026-03-312026-05-08

COF CAPITAL ONE FINL CORP2.8K shares-17.92%2026-03-312026-05-08

NKE NIKE INC9.3K shares-0.73%2026-03-312026-05-08

TSLA TESLA INC1.3K shares-0.79%2026-03-312026-05-08

CVX CHEVRON CORPORATION2.2K sharesnew addition2026-03-312026-05-08

Sponsored

PEP PEPSICO INC2.8K shares-0.36%2026-03-312026-05-08

ABBV ABBVIE INC2.0K shares-8.23%2026-03-312026-05-08

QQQM INVESCO EXCH TRADED FD TR II1.8K shares0.00%2026-03-312026-05-08

HON HONEYWELL INTL INC1.8K shares17.25%2026-03-312026-05-08

FHN FIRST HORIZON CORPORATION17.2K shares0.00%2026-03-312026-05-08

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.9K shares4.02%2026-03-312026-05-08

GLD SPDR GOLD TR873 shares13.97%2026-03-312026-05-08

EATON CORP PLC EATON CORP PLC1.0K shares3.08%2026-03-312026-05-08

Sponsored

AXP AMERICAN EXPRESS CO1.2K shares-22.38%2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS1.4K shares-43.81%2026-03-312026-05-08

CB CHUBB LTD SWITZ1.0K shares51.34%2026-03-312026-05-08

SOUTHSTATE BK CORP SOUTHSTATE BK CORP3.6K shares0.00%2026-03-312026-05-08

MO ALTRIA GROUP INC4.6K shares1.00%2026-03-312026-05-08

MGK VANGUARD WORLD FD814 shares0.00%2026-03-312026-05-08

ED CONSOLIDATED EDISON INC2.6K shares0.38%2026-03-312026-05-08

IYY ISHARES TR1.9K shares-22.61%2026-03-312026-05-08

Sponsored

VTI VANGUARD INDEX FDS901 shares-1.74%2026-03-312026-05-08

NSC NORFOLK SOUTHN CORP995 shares-1.19%2026-03-312026-05-08

VTC VANGUARD SCOTTSDALE FDS3.6K shares0.00%2026-03-312026-05-08

TFC TRUIST FINL CORP6.0K shares1.00%2026-03-312026-05-08

YUM YUM BRANDS INC1.8K shares0.29%2026-03-312026-05-08

CTAS CINTAS CORP1.6K shares-8.18%2026-03-312026-05-08

ATO ATMOS ENERGY CORP1.4K shares16.72%2026-03-312026-05-08

HWM HOWMET AEROSPACE INC1.1K sharesnew addition2026-03-312026-05-08

Sponsored

TXN TEXAS INSTRS INC1.3K shares2.16%2026-03-312026-05-08

VYM VANGUARD WHITEHALL FDS1.7K shares0.36%2026-03-312026-05-08

LOW LOWES COS INC1.0K shares0.29%2026-03-312026-05-08

CMCSA COMCAST CORP NEW8.3K shares2.40%2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC2.0K shares-0.40%2026-03-312026-05-08

TRV TRAVELERS COMPANIES INC809 shares3.32%2026-03-312026-05-08

T AT&T INC7.6K sharesnew addition2026-03-312026-05-08

RTX RTX CORPORATION1.1K sharesnew addition2026-03-312026-05-08

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC649 sharesnew addition2026-03-312026-05-08

DHR DANAHER CORP DEL1.2K shares1.77%2026-03-312026-05-08

BND VANGUARD BD INDEX FDS2.9K shares0.00%2026-03-312026-05-08

AMGN AMGEN INC592 shares-6.33%2026-03-312026-05-08

WFC WELLS FARGO & CO2.6K shares0.00%2026-03-312026-05-08

SCHK SCHWAB STRATEGIC TR5.2K shares0.27%2026-03-312026-05-08

IJK ISHARES TR1.5K shares0.07%2026-03-312026-05-08

IYW ISHARES TR804 shares-42.86%2026-03-312026-05-08

Sponsored

IWO ISHARES TR428 shares-10.65%2026-03-312026-05-08

SCHF SCHWAB STRATEGIC TR5.3K shares-20.77%2026-03-312026-05-08

VDE VANGUARD WORLD FD656 sharesnew addition2026-03-312026-05-08

SCHV SCHWAB STRATEGIC TR2.9K shares628.64%2026-03-312026-05-08

IJT ISHARES TR521 shares0.00%2026-03-312026-05-08

VOE VANGUARD INDEX FDS371 shares0.27%2026-03-312026-05-08

IUSG ISHARES TR306 shares0.00%2026-03-312026-05-08

VBR VANGUARD INDEX FDS206 shares-35.63%2026-03-312026-05-08

Sponsored

IWM ISHARES TR168 shares0.60%2026-03-312026-05-08

IWD ISHARES TR192 shares0.52%2026-03-312026-05-08

VONG VANGUARD SCOTTSDALE FDS363 shares0.00%2026-03-312026-05-08

VTV VANGUARD INDEX FDS194 shares1.04%2026-03-312026-05-08

IWS ISHARES TR194 shares0.00%2026-03-312026-05-08

VUG VANGUARD INDEX FDS50 shares0.00%2026-03-312026-05-08

SCHR SCHWAB STRATEGIC TR700 shares0.00%2026-03-312026-05-08

TLT ISHARES TR200 shares0.00%2026-03-312026-05-08

Sponsored

IWB ISHARES TR43 shares-59.05%2026-03-312026-05-08

SCHZ SCHWAB STRATEGIC TR650 shares0.00%2026-03-312026-05-08

IWN ISHARES TR68 shares0.00%2026-03-312026-05-08

IVE ISHARES TR59 shares0.00%2026-03-312026-05-08

BSV VANGUARD BD INDEX FDS151 shares3.42%2026-03-312026-05-08

VB VANGUARD INDEX FDS97 shares2.11%2026-03-312026-05-08

VHT VANGUARD WORLD FD41 shares0.00%2026-03-312026-05-08

BNDW VANGUARD SCOTTSDALE FDS160 shares3.23%2026-03-312026-05-08

Sponsored

SCHM SCHWAB STRATEGIC TR345 shares56.82%2026-03-312026-05-08

SCYB SCHWAB STRATEGIC TR347 shares1.17%2026-03-312026-05-08

IJR ISHARES TR67 shares0.00%2026-03-312026-05-08

VPU VANGUARD WORLD FD30 shares0.00%2026-03-312026-05-08

VYMI VANGUARD WHITEHALL FDS50 sharesnew addition2026-03-312026-05-08

SCHA SCHWAB STRATEGIC TR150 sharesnew addition2026-03-312026-05-08

FNDX SCHWAB STRATEGIC TR88 shares0.00%2026-03-312026-05-08

FNDE SCHWAB STRATEGIC TR46 shares0.00%2026-03-312026-05-08

Sponsored

FNDA SCHWAB STRATEGIC TR47 shares0.00%2026-03-312026-05-08

AAPL

APPLE INC

-2.35%

Shares140.2K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

-7.73%

Shares63.8K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

-4.01%

Shares21.8K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

-14.05%

Shares26.0K

Event2026-03-31

Filed2026-05-08

VISA INC

-6.96%

Shares43.7K

Event2026-03-31

Filed2026-05-08

COST

COSTCO WHOLESALE CORPORATION

-4.99%

Shares11.5K

Event2026-03-31

Filed2026-05-08

MCK

MCKESSON CORP

-3.08%

Shares13.2K

Event2026-03-31

Filed2026-05-08

HOME DEPOT INC

-4.15%

Shares29.1K

Event2026-03-31

Filed2026-05-08

SCHG

SCHWAB STRATEGIC TR

-38.28%

Shares288.9K

Event2026-03-31

Filed2026-05-08

TJX

TJX COS INC NEW

-1.18%

Shares49.8K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

0.16%

Shares38.9K

Event2026-03-31

Filed2026-05-08

MASTERCARD INCORPORATED

-7.42%

Shares13.2K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

-3.19%

Shares22.3K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

-8.90%

Shares29.0K

Event2026-03-31

Filed2026-05-08

SCHD

SCHWAB STRATEGIC TR

1893.35%

Shares174.9K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

-1.43%

Shares7.1K

Event2026-03-31

Filed2026-05-08

SCHX

SCHWAB STRATEGIC TR

-60.47%

Shares149.7K

Event2026-03-31

Filed2026-05-08

CENCORA INC

-2.39%

Shares11.8K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-4.67%

Shares11.9K

Event2026-03-31

Filed2026-05-08

NOC

NORTHROP GRUMMAN CORP

6.67%

Shares4.9K

Event2026-03-31

Filed2026-05-08

SCHB

SCHWAB STRATEGIC TR

52.27%

Shares115.6K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-4.58%

Shares8.7K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

9.24%

Shares10.0K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

-5.36%

Shares4.6K

Event2026-03-31

Filed2026-05-08

ADP

AUTOMATIC DATA PROCESSING IN

-7.94%

Shares10.3K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

-19.57%

Shares6.1K

Event2026-03-31

Filed2026-05-08

VGT

VANGUARD WORLD FD

-6.62%

Shares2.5K

Event2026-03-31

Filed2026-05-08

ROST

ROSS STORES INC

6.67%

Shares7.6K

Event2026-03-31

Filed2026-05-08

PLTR

PALANTIR TECHNOLOGIES INC

-45.05%

Shares11.1K

Event2026-03-31

Filed2026-05-08

KMB

KIMBERLY-CLARK CORP

New

Shares16.0K

Event2026-03-31

Filed2026-05-08

ACCENTURE PLC IRELAND

-2.96%

Shares7.5K

Event2026-03-31

Filed2026-05-08

SYK

STRYKER CORPORATION

1.28%

Shares4.4K

Event2026-03-31

Filed2026-05-08

ABT

ABBOTT LABORATORIES

-2.89%

Shares13.1K

Event2026-03-31

Filed2026-05-08

MCD

MCDONALDS CORP

1.20%

Shares4.1K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

89.07%

Shares7.2K

Event2026-03-31

Filed2026-05-08

SPMO

INVESCO EXCH TRADED FD TR II

4.61%

Shares10.0K

Event2026-03-31

Filed2026-05-08

GLW

CORNING INC

110.90%

Shares8.3K

Event2026-03-31

Filed2026-05-08

LHX

L3HARRIS TECHNOLOGIES INC

41.94%

Shares2.9K

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

31.13%

Shares1.5K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

13.55%

Shares6.8K

Event2026-03-31

Filed2026-05-08

GE AEROSPACE

-8.83%

Shares3.0K

Event2026-03-31

Filed2026-05-08

MAR

MARRIOTT INTL INC NEW

1.58%

Shares2.4K

Event2026-03-31

Filed2026-05-08

COCA COLA CO

8.30%

Shares10.5K

Event2026-03-31

Filed2026-05-08

ROL

ROLLINS INC

-26.20%

Shares14.7K

Event2026-03-31

Filed2026-05-08

CAT

CATERPILLAR INC

2.32%

Shares1.1K

Event2026-03-31

Filed2026-05-08

PROCTER & GAMBLE CO

-8.17%

Shares5.1K

Event2026-03-31

Filed2026-05-08