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Peachtree Investment Partners, LLC
Peachtree Investment Partners, LLC is a boutique Registered Investment Advisor headquartered in Atlanta, Georgia. Founded in December 2006 by Garry Schaefer, the firm specializes in providing custom income-oriented growth equity portfolios for individuals and families. With an employee count of 2, Peachtree is dedicated to personal service, meeting each client's unique financial goals and risk profile. The firm is focused exclusively on serving U.S. persons, particularly high-net-worth individuals.
Investment Strategy
Peachtree Investment Partners employs a focused, fundamental approach to managing income-oriented growth equity portfolios. The firm selects stocks, bonds, and index ETFs, building portfolios around well-run, stable companies with strong fundamentals and reliable, growing dividends. Each portfolio is customized to reflect the client’s financial objectives and current situation, incorporating considerations of growth, income, and tax efficiency. Ongoing monitoring ensures investments continue to meet the client’s needs and risk tolerance while aiming to deliver superior performance over the long term.
Latest 13F Filing Activity
Peachtree Investment Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 125 equity positions with a total 13F market value of $262M. The fund increased holdings in Microsoft Corp., Nvidia Corporation, Palantir Technologies Inc. among other positions. Peachtree Investment Partners, LLC reduced exposure to SPDR S&P 500 Etf TR, Apple Inc., Vanguard Wellington FD among others.
Top Holdings
Equity Positions (125)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 13.92% | $36.5M | 73,322 | $197.26 | $497.41 | +$7.0M |
A AAPL | APPLE INC | 11.57% | $30.3M | 147,775 | $96.72 | $205.17 | -$4.1M |
L LLY | ELI LILLY & CO | 7.18% | $18.8M | 24,128 | $418.28 | $779.53 | -$1.8M |
V V | VISA INC | 6.74% | $17.7M | 49,717 | $141.77 | $355.05 | +$160.2K |
C COST | COSTCO WHSL CORP NEW | 5.05% | $13.2M | 13,365 | $451.22 | $989.94 | +$157.5K |
Industry Allocation
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