Peachtree Investment Partners, LLC reported 80 positions worth $237.26M for the quarter ended Sep 30, 2026, up 3.0% on the prior quarter. It opened 5 new positions, added to 33, trimmed 39 and exited 11. Its largest holding is Apple Inc. at 20.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| WFC Wells Fargo & Company | +13.7K | +500.2% | $1.09M | 0.553% |
| XOM ExxonMobil Holdings Corp | +5,642 | – | $918.31K | 0.387% |
| AMZN Amazon Com Inc | +1,458 | +4.7% | $363.27K | 3.42% |
| AAPL Apple Inc. | +924 | +0.6% | $307.71K | 20.1% |
| BAC Bank Of America Corp | +5,035 | – | $274.06K | 0.116% |
| TMO Thermo Fisher Scientific Inc. | +358 | – | $241.93K | 0.102% |
| GOOG Alphabet Inc. | +644 | +7.5% | $219.43K | 1.32% |
| T At&T Inc. | +8,877 | – | $216.59K | 0.091% |
| MDLZ Mondelez International, Inc. | +3,601 | – | $208.21K | 0.088% |
| ROST Ross Stores, Inc. | +586 | +6.8% | $136.78K | 0.908% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MSFT Microsoft Corp | -2,700 | -4.4% | $1.38M | 12.69% |
| HD Home Depot, Inc. | -2,639 | -9.6% | $750.77K | 3% |
| GLW Corning Inc | -3,108 | -31.8% | $477.90K | 0.433% |
| V Visa Inc. | -1,199 | -2.8% | $430.83K | 6.28% |
| MCK Mckesson Corp | -480 | -4.2% | $409.83K | 3.91% |
| AVGO Broadcom Inc. | -1,118 | -16.2% | $392.60K | 0.858% |
| SNDK Sandisk Corp | -162 | -100.0% | $368.34K | Exited |
| MA Mastercard Inc | -663 | -5.1% | $365.63K | 2.89% |
| TJX Tjx Companies Inc | -2,607 | -5.1% | $344.93K | 2.72% |
| MU Micron Technology Inc | -321 | -29.6% | $341.91K | 0.342% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| SNDK Sandisk Corp | -162 | $368.34K | 0.16% |
| STX Seagate Technology Holdings plc | -330 | $318.45K | 0.138% |
| CW Curtiss Wright Corp | -410 | $310.81K | 0.135% |
| IBM International Business Machines Corp | -1,061 | $298.42K | 0.13% |
| CASY Caseys General Stores Inc | -324 | $257.44K | 0.112% |
| HWM Howmet Aerospace Inc. | -895 | $240.66K | 0.105% |
| BA Boeing Co | -1,098 | $237.64K | 0.103% |
| CSCO Cisco Systems, Inc. | -1,997 | $234.57K | 0.102% |
| WDC Western Digital Corp | -334 | $213.36K | 0.093% |
| CMCSA Comcast Corp | -8,685 | $213.23K | 0.093% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 143.2K | $47.69M | 20.1% | +924 | +0.6% | Added | 0% |
| 2 | MSFT Microsoft Corp | Technology | 58.7K | $30.10M | 12.69% | -2,700 | -4.4% | Reduced | 0% |
| 3 | LLY ELI LILLY & Co | Healthcare | 21.8K | $25.25M | 10.64% | +86 | +0.4% | Added | 0% |
| 4 | V Visa Inc. | Financial Services | 41.5K | $14.90M | 6.28% | -1,199 | -2.8% | Reduced | 0% |
| 5 | COST Costco Wholesale Corp | Consumer Staples | 11.2K | $10.24M | 4.31% | -348 | -3.0% | Reduced | 0% |
| 6 | NVDA Nvidia Corp | Technology | 41.1K | $9.40M | 3.96% | -1,126 | -2.7% | Reduced | 0% |
| 7 | MCK Mckesson Corp | Healthcare | 10.9K | $9.27M | 3.91% | -480 | -4.2% | Reduced | 0.01% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 32.6K | $8.12M | 3.42% | +1,458 | +4.7% | Added | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 22.4K | $7.40M | 3.12% | +239 | +1.1% | Added | 0% |
| 10 | HD Home Depot, Inc. | Consumer Discretionary | 25.0K | $7.11M | 3% | -2,639 | -9.6% | Reduced | 0% |
| 11 | MA Mastercard Inc | Financial Services | 12.4K | $6.85M | 2.89% | -663 | -5.1% | Reduced | 0% |
| 12 | TJX Tjx Companies Inc | Consumer Discretionary | 48.8K | $6.45M | 2.72% | -2,607 | -5.1% | Reduced | 0% |
| 13 | GOOGL Alphabet Inc. | Technology | 13.0K | $4.47M | 1.88% | +104 | +0.8% | Added | 0% |
| 14 | GOOG Alphabet Inc. | Technology | 9,220 | $3.14M | 1.32% | +644 | +7.5% | Added | 0% |
| 15 | ADP Automatic Data Processing Inc | Technology | 9,786 | $2.53M | 1.06% | -83 | -0.8% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Peachtree Investment Partners.
As of its Q3 2026 13F filing, Peachtree Investment Partners, LLC’s five largest positions were Apple Inc. (AAPL) at 20.1%, Microsoft Corp (MSFT) at 12.7%, ELI LILLY & Co (LLY) at 10.6%, Visa Inc. (V) at 6.3%, Costco Wholesale Corp (COST) at 4.3% of the reported portfolio.
Peachtree Investment Partners, LLC reported a 13F portfolio worth $237.26M across 80 positions for Q3 2026. That is up 3.0% from the previous quarter.
Its largest purchases by value were Wells Fargo & Company ($1.09M), ExxonMobil Holdings Corp ($918.31K), Amazon Com Inc ($363.27K). It opened 5 new positions.
Its largest sales by value were Microsoft Corp ($1.38M), Home Depot, Inc. ($750.77K), Corning Inc ($477.90K). It exited 11 positions entirely.
From the Form 13F-HR reports Peachtree Investment Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.