Peachtree Investment Partners, LLC
•CIK: 1743863•Filing: Q4 2025
**Peachtree Investment Partners, LLC** manages $301M across a diversified portfolio of 127 positions. The fund exhibits a significant allocation to mega-cap technology and healthcare leaders, notably holding AAPL at $39.0M and MSFT at $33.5M. Further concentration is evident in LLY ($24.4M) and broad market exposure via VOO ($19.0M). This positioning suggests a core strategy focused on established, high-quality growth names.
Total AUM
$301.3M
QoQ Performance
+4.5%
Positions
82
Top 10 Concentration
63.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
MSFT
LLY
VOO
V
SCHG
AAPL12.9%
MSFT11.1%
LLY8.1%
VOO6.3%
V5.5%
SCHG5.1%
MCK3.7%
COST3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology31.0%
Other26.3%
Financial12.4%
Consumer10.7%
Healthcare9.7%
ETF8.2%
Industrial0.7%
Consumer Staples0.4%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW8 new positions
↑51 increased
↓49 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023