Peachtree Investment Partners, LLC

All 13F Filings

Location
Indian River Shores,, FL
Most recent 13F
Q4 2025
Holdings value ($000)
301,321
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/11/2026 127 301,321 13F-HR Peachtree Investment Partners, LLC
Q3 2025 10/31/2025 128 288,408 13F-HR Peachtree Investment Partners, LLC
Q2 2025 8/12/2025 126 262,082 13F-HR Peachtree Investment Partners, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 248.3 K 82.4% 8.208 K 0 8.208 K
ETFs 52.98 K 17.6% 4.716 K 0 4.716 K
Debt 2 0.0% 0 9 -9
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Fund Snapshot

Q4 2025
Latest filed
2/11/2026
Total value ($000)
301,321
Holdings
127
QoQ value change ($000)
12,913 (4.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.