Peachtree Investment Partners, LLC

Q4 2025 13F-HR Holdings

Location
Indian River Shores,, FL
Holdings as of
12/31/2025
Date filed
2/11/2026
Form type
13F-HR
Num holdings
127
Total value ($000)
$301,321
Net value change ($000)
+12,913 (4.5%)
New positions
8
Sold out positions
9
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/31/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
LLY 6,969 40.0%
SPY 4,943 NEW
SCHX 3,404 50.2%
AAPL 2,191 5.9%
GOOGL 1,369 54.2%
SCHG 1,209 8.6%
MCK 1,046 10.3%
GOOGL 909 46.3%
COR 652 19.0%
TJX 618 8.7%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -3,771 -10.1%
HD -2,445 -19.0%
COST -1,462 -12.3%
ADP -1,329 -31.5%
META -887 -40.5%
PLTR -777 -17.8%
RSG -569 -72.0%
NFLX -520 -100.0%
AZO -442 -100.0%
T -429 -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