Peachtree Investment Partners, LLC

Q2 2026 13F-HR Holdings

Location
Indian River Shores,, FL
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
143
Total value ($000)
$311,943
Net value change ($000)
+49,532 (18.9%)
New positions
24
Sold out positions
10
Turnover %
8.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SOXX 11,212 NEW
VOO 9,846 63.4%
LLY 6,040 30.2%
AAPL 5,598 15.7%
MTUM 5,214 NEW
SPY 2,496 53.7%
IVV 1,787 183.5%
NVDA 1,673 24.7%
V 1,412 10.7%
AMZN 1,380 22.9%
Top Reduces (Value $000, Stocks/ETFs)
SCHD -3,074 -57.3%
MCK -2,862 -25.1%
COR -1,510 -40.7%
XOM -1,229 -100.0%
NOC -1,017 -30.4%
MSFT -735 -3.1%
COST -642 -5.6%
SYK -613 -42.0%
ACN -609 -40.7%
PLTR -485 -30.0%
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