Peachtree Investment Partners, LLC
All 13F Filings
- Location
- Indian River Shores,, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 262,411
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/8/2026 | 129 | 262,411 | 13F-HR | Peachtree Investment Partners, LLC |
| 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 | 212.6 K | 81.0% | 0 | 35.7 K | -35.7 K |
| ETFs | 49.77 K | 19.0% | 0 | 3.211 K | -3.211 K |
| Debt | 12 | 0.0% | 10 | 0 | 10 |
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Fund Snapshot
Q1 2026
Latest filed
5/8/2026
Total value ($000)
262,411
Holdings
129
QoQ value change ($000)
-38,910
(-12.9%)
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.