Peachtree Investment Partners, LLC

Q1 2026 13F-HR Holdings

Location
Indian River Shores,, FL
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
129
Total value ($000)
$262,411
Net value change ($000)
-38,910 (-12.9%)
New positions
9
Sold out positions
7
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SCHD 5,124 2126.1%
KMB 1,542 NEW
COST 1,024 9.8%
SCHB 911 45.7%
GLW 781 227.7%
XOM 768 166.6%
NOC 725 27.6%
JNJ 550 29.0%
CVX 451 NEW
LHX 396 66.9%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -9,831 -29.4%
SCHG -6,852 -44.9%
SCHX -6,352 -62.3%
LLY -4,351 -17.8%
AAPL -3,448 -8.8%
VOO -3,432 -18.1%
V -3,268 -19.8%
PLTR -1,959 -54.8%
MA -1,542 -19.0%
AMZN -1,308 -17.8%
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