Institutional Fund
Peachtree Investment Partners, LLC
Indian River Shores,, FLCIK 17438635 filings on record
Portfolio Value
$262.41M
Q1 2026
Holdings
129
Reported positions
New Buys
9
Opened this quarter
QoQ Change
-12.9%
from $301.32M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc13.6%
- Microsoft Corp9.0%
- Eli Lilly & Co7.6%
- Vanguard Index Fds5.9%
- Visa Inc5.0%
- Costco Whsl Corp New4.4%
- Other54.5%
Portfolio Holdings
129 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 140.2K | $35.57M | 13.6% | −3.4K | Reduced |
| 2 | Microsoft Corp | 63.8K | $23.63M | 9.0% | −5.3K | Reduced |
| 3 | Eli Lilly & Co | 21.8K | $20.03M | 7.6% | −909 | Reduced |
| 4 | Vanguard Index Fds | 26.0K | $15.52M | 5.9% | −4.2K | Reduced |
| 5 | Visa Inc | 43.7K | $13.22M | 5.0% | −3.3K | Reduced |
| 6 | Costco Whsl Corp New | 11.5K | $11.49M | 4.4% | −606 | Reduced |
| 7 | Mckesson Corp | 13.2K | $11.43M | 4.4% | −419 | Reduced |
| 8 | Home Depot Inc | 29.1K | $9.58M | 3.7% | −1.3K | Reduced |
| 9 | Schwab Strategic Tr | 288.9K | $8.42M | 3.2% | −179.1K | Reduced |
| 10 | Tjx Cos Inc New | 49.8K | $7.95M | 3.0% | −594 | Reduced |
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