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Garry K. Schaefer

Peachtree Investment Partners, Llc

Assets Managed
$262.411M
Holdings
129
Last Quarter
2026 - Q1
Filed Date
2mo 3d ago
Growth Rate
-12.91%(2Q avg: -4.21%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Peachtree Investment Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 129 positions.

Assets under management

The assets under management (AUM) of Peachtree Investment Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 262.411M in assets, with a quarterly growth rate of -12.91% and a 2-quarter average growth rate of -4.21%. The portfolio is managed by Garry K. Schaefer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -2.34%
13.56%
$35.572M
140,163 shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -7.72%
9.01%
$23.635M
63,849 shares@ $370.17 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -4%
7.64%
$20.031M
21,778 shares@ $919.77 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -14.05%
5.92%
$15.519M
25,971 shares@ $597.56 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -6.96%
5.04%
$13.223M
43,749 shares@ $302.24 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -4.99%
4.38%
$11.488M
11,529 shares@ $996.42 avg price
MCK
Mckesson Corp
Recent Activity
Decreased -3.07%
4.36%
$11.425M
13,203 shares@ $865.37 avg price
HD
Home Depot Inc
Recent Activity
Decreased -4.14%
3.66%
$9.58M
29,127 shares@ $328.9 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -38.27%
3.21%
$8.415M
288,889 shares@ $29.14 avg price
TJX
Tjx Companies Inc
Recent Activity
Decreased -1.17%
3.04%
$7.955M
49,811 shares@ $159.7 avg price

1-10 of 129