Peachtree Investment Partners, LLC

Q3 2025 13F-HR Holdings

Location
Indian River Shores,, FL
Holdings as of
9/30/2025
Date filed
10/31/2025
Form type
13F-HR
Num holdings
128
Total value ($000)
$288,408
Net value change ($000)
+26,326 (10.0%)
New positions
5
Sold out positions
3
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2025 Next filing: 2/11/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 6,510 21.5%
VOO 6,162 49.6%
SCHG 3,779 36.8%
SCHX 3,633 115.2%
NVDA 1,827 34.7%
HD 1,756 15.8%
PLTR 1,572 56.5%
GOOGL 1,425 129.2%
AVGO 1,292 126.5%
GOOGL 1,080 122.4%
Top Reduces (Value $000, Stocks/ETFs)
LLY -1,396 -7.4%
COST -1,304 -9.9%
V -1,099 -6.2%
ACN -1,014 -32.1%
BRK-B -707 -20.7%
VTI -633 -67.0%
IBM -484 -48.9%
ADP -458 -9.8%
RSG -409 -34.1%
SAP -359 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type