Buckhead Capital Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Buckhead Capital Management LLC reported 146 stock positions worth $291.5 million. Its top holding was Apple (AAPL) at 5.0% of the portfolio, followed by Microsoft (MSFT, 3.9%) and Alphabet Class A (GOOGL, 3.8%). Compared with Q1 2026, it opened 4 new positions, sold out of 2, added to 49 and reduced 55. The biggest buy was Icon (ICLR, shares +19%) and the biggest sale Unitedhealth (UNH, shares −83%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001133999
- Portfolio Value
- $291.5M (Q2 2026)
- SEC Filing
- 0001133999-26-000008 ↗ filed Aug 6, 2026
Holdings Value
Holdings 146 stocks · $291.5M
| AAPL Apple Inc. | 4.99% | 50,312 | $14.6M | Add +0.8% |
| MSFT Microsoft Corp. | 3.94% | 30,822 | $11.5M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 3.81% | 31,074 | $11.1M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 3.24% | 39,633 | $9.4M | Add +0.3% |
| LRCX Lam Research Corp. | 3.10% | 20,866 | $9.0M | Reduce -2.2% |
| TXN Texas Instruments Inc. | 2.29% | 22,410 | $6.7M | Reduce -15.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.12% | 12,336 | $6.2M | Reduce -0.9% |
| HD Home Depot Inc. | 2.05% | 16,912 | $6.0M | Reduce -3.1% |
| JNJ Johnson & Johnson | 2.01% | 23,115 | $5.9M | Reduce -0.7% |
| FTNT Fortinet Inc. | 1.93% | 36,605 | $5.6M | Reduce -34.8% |
| APH Amphenol Corp. Class A | 1.92% | 31,727 | $5.6M | Reduce -1.0% |
| WSO Watsco Inc. | 1.77% | 12,414 | $5.2M | Reduce -0.1% |
| NVDA Nvidia Corp. | 1.76% | 25,616 | $5.1M | Add +7.4% |
| CVX Chevron Corp. | 1.75% | 30,738 | $5.1M | Reduce -0.6% |
| V Visa Inc. Class A | 1.73% | 14,706 | $5.0M | Reduce -1.1% |
| JPM JPMorgan Chase & Co. | 1.72% | 15,331 | $5.0M | Add +0.6% |
| PEP Pepsico Inc. | 1.56% | 33,605 | $4.6M | Reduce -10.4% |
| ROK Rockwell Automation Inc. | 1.53% | 9,019 | $4.5M | Add +5.7% |
| ICLR Icon PLC filed as ICON PUB LTD CO | 1.51% | 25,373 | $4.4M | Add +19.2% |
| GOOG Alphabet Inc. Class C | 1.49% | 12,326 | $4.4M | Add +0.5% |
| GWRE Guidewire Software Inc. | 1.49% | 35,383 | $4.4M | Add +2.0% |
| AXP American Express Co. | 1.44% | 12,380 | $4.2M | Reduce -5.2% |
| AZO AutoZone Inc. | 1.40% | 1,280 | $4.1M | Add +0.2% |
| SO The Southern Co. | 1.39% | 42,476 | $4.1M | Add +0.1% |
| COO The Cooper Cos Inc. | 1.39% | 56,415 | $4.0M | Reduce -1.9% |
| RJF Raymond James Financial Inc. | 1.37% | 26,258 | $4.0M | Reduce -0.4% |
| AON Aon PLC Class A | 1.35% | 11,902 | $3.9M | Reduce -1.5% |
| CASY Casey's General Stores Inc. | 1.27% | 4,671 | $3.7M | Reduce -25.4% |
| BLK BlackRock Inc. | 1.21% | 3,660 | $3.5M | Reduce -1.1% |
| WMT Walmart Inc. | 1.20% | 30,924 | $3.5M | Reduce -2.2% |
| SPSC SPS Commerce Inc. | 1.13% | 57,626 | $3.3M | Add +1.0% |
| FISV Fiserv Inc. | 1.11% | 65,975 | $3.2M | Reduce -3.5% |
| ETN Eaton Corp. PLC | 1.10% | 7,508 | $3.2M | Add +1.0% |
| RSG Republic Services Inc. | 1.07% | 14,629 | $3.1M | Reduce -1.5% |
| VZ Verizon Communications Inc. | 1.06% | 72,909 | $3.1M | Add +207.7% |
| FANG Diamondback Energy Inc. | 1.03% | 17,112 | $3.0M | Reduce -3.0% |
| RPM RPM International Inc. | 1.03% | 26,886 | $3.0M | Reduce -0.5% |
| ZTS Zoetis Inc. | 1.00% | 40,469 | $2.9M | Add +130.6% |
| HRL Hormel Foods Corp. | 0.99% | 116,383 | $2.9M | Add +28.0% |
| ROL Rollins Inc. | 0.99% | 68,882 | $2.9M | Add +43.9% |
| ULTA Ulta Beauty Inc. | 0.98% | 6,366 | $2.9M | Add +37.8% |
| TYL Tyler Technologies Inc. | 0.98% | 9,798 | $2.9M | Add +0.4% |
| CPRT Copart Inc. | 0.97% | 100,306 | $2.8M | Add +32.1% |
| APD Air Products & Chemicals Inc. | 0.92% | 9,112 | $2.7M | Reduce -12.2% |
| AME Ametek Inc. | 0.90% | 10,810 | $2.6M | Reduce -1.5% |
| YUM Yum! Brands Inc. | 0.87% | 15,862 | $2.5M | Reduce -0.8% |
| SITE Siteone Landscape Supply Inc. | 0.86% | 21,930 | $2.5M | Add +52.3% |
| DINO HF Sinclair Corp. | 0.85% | 35,418 | $2.5M | Reduce -4.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.82% | 3,205 | $2.4M | Reduce -4.5% |
| TSCO Tractor Supply Company | 0.78% | 71,866 | $2.3M | Add +49.4% |
| ATO Atmos Energy Corp. | 0.77% | 13,004 | $2.2M | Add +95.6% |
| PNC PNC Financial Services Group | 0.66% | 7,829 | $1.9M | Reduce -0.3% |
| AMAT Applied Materials Inc. | 0.63% | 2,552 | $1.8M | Reduce -0.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.61% | 34,185 | $1.8M | Add +0.5% |
| LLY Eli Lilly & Co. | 0.55% | 1,341 | $1.6M | Reduce -1.0% |
| BAC Bank of America Corp. | 0.52% | 26,569 | $1.5M | Reduce -2.4% |
| ORCL Oracle Corp. | 0.51% | 10,120 | $1.5M | Reduce -13.4% |
| MA Mastercard Inc. Class A | 0.48% | 2,707 | $1.4M | Reduce -1.0% |
| CSX CSX Corp. | 0.43% | 26,376 | $1.3M | Add +2.8% |
| EVR Evercore Inc. Class A | 0.42% | 3,555 | $1.2M | No change |
| KO The Coca-Cola Co. | 0.40% | 14,262 | $1.2M | Add +2.7% |
| XOM Exxon Mobil Corp. | 0.39% | 8,305 | $1.1M | Add +13.9% |
| CAT Caterpillar Inc. | 0.39% | 1,059 | $1.1M | Add +10.8% |
| UNH Unitedhealth Group Inc. | 0.37% | 2,626 | $1.1M | Reduce -83.4% |
| COST Costco Wholesale Corp. | 0.37% | 1,166 | $1.1M | Reduce -0.7% |
| IWR iShares Russell Mid-Cap ETF | 0.34% | 9,116 | $1.0M | No change |
| CF CF Industries Holdings Inc. | 0.32% | 8,658 | $937K | Reduce -9.6% |
| WDC Western Digital Corp. | 0.32% | 1,455 | $929K | Reduce -1.0% |
| SGOV iShares 0-3 Month Treasury B | 0.31% | 8,973 | $903K | Add +138.5% |
| EMR Emerson Electric Co. | 0.31% | 6,236 | $893K | Add +0.8% |
| CSCO Cisco Systems Inc. | 0.30% | 7,544 | $886K | Reduce -1.9% |
| SNDK Sandisk Corp. | 0.30% | 382 | $869K | Reduce -0.8% |
| PG The Procter & Gamble Co. | 0.28% | 5,540 | $812K | Add +1.4% |
| IXN iShares Global Tech ETF | 0.27% | 5,430 | $785K | No change |
| VOO Vanguard S&P 500 ETF | 0.27% | 1,135 | $779K | Reduce -0.7% |
| GLW Corning Inc. | 0.27% | 3,037 | $776K | Add +0.7% |
| CME Cme Group Inc. | 0.26% | 3,454 | $763K | Reduce -1.4% |
| THG Hanover Insurance Group Inc./ | 0.26% | 3,480 | $745K | No change |
| IWM iShares Russell 2000 ETF | 0.25% | 2,396 | $720K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.24% | 4,646 | $704K | Reduce -4.0% |
| LMT Lockheed Martin Corp. | 0.24% | 1,364 | $695K | Add +1.3% |
| BDX Becton Dickinson and Co. | 0.24% | 4,555 | $689K | No change |
| CPAY Corpay Inc. | 0.23% | 2,023 | $674K | No change |
| IWD iShares Russell 1000 Value E | 0.23% | 2,750 | $667K | No change |
| DXJ Wisdomtree Japan Hedged Eq | 0.22% | 3,765 | $653K | No change |
| MO Altria Group Inc. | 0.22% | 8,823 | $635K | Reduce -0.9% |
| PM Philip Morris International | 0.21% | 3,460 | $626K | Add +0.1% |
| QCOM Qualcomm Inc. | 0.21% | 3,236 | $598K | Add +0.5% |
| VWO Vanguard Ftse Emerging Marke | 0.20% | 9,752 | $582K | No change |
| DORM Dorman Products Inc. | 0.20% | 4,242 | $579K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.19% | 6,699 | $550K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 726 | $534K | Add +1.5% |
| WDFC WD-40 Co. | 0.18% | 2,136 | $521K | No change |
| FND Floor & Decor Holdings Inc. Class A | 0.18% | 8,750 | $519K | Add +47.1% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.17% | 10,052 | $506K | Reduce -7.1% |
| BR Broadridge Financial Solutio | 0.17% | 3,649 | $500K | Add +1.4% |
| FIVE Five Below | 0.17% | 2,770 | $498K | No change |
| KELYA Kelly Services Inc. Class A | 0.16% | 38,900 | $478K | No change |
| SHOP Shopify Inc. Class A | 0.16% | 4,150 | $474K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 1,663 | $468K | Reduce -1.5% |
Options reported separately and not counted above: FISV calls ($29K), CSCO calls ($12K), CPRT calls ($11K).
Portfolio Sells Q1 2026 → Q2 2026
| UNH Unitedhealth Group Inc. | Reduce -83.4% | 0.37% | −1.24 |
| CVX Chevron Corp. | Reduce -0.6% | 1.75% | −0.66 |
| PEP Pepsico Inc. | Reduce -10.4% | 1.56% | −0.63 |
| CASY Casey's General Stores Inc. | Reduce -25.4% | 1.27% | −0.44 |
| MSFT Microsoft Corp. | Reduce -0.1% | 3.94% | −0.36 |
| FISV Fiserv Inc. | Reduce -3.5% | 1.11% | −0.33 |
| FANG Diamondback Energy Inc. | Reduce -3.0% | 1.03% | −0.28 |
| WMT Walmart Inc. | Reduce -2.2% | 1.20% | −0.28 |
| APD Air Products & Chemicals Inc. | Reduce -12.2% | 0.92% | −0.22 |
| MASI Masimo Corp. | Sold out | 0.00% | −0.18 |
| COO The Cooper Cos Inc. | Reduce -1.9% | 1.39% | −0.16 |
| RSG Republic Services Inc. | Reduce -1.5% | 1.07% | −0.16 |
| CF CF Industries Holdings Inc. | Reduce -9.6% | 0.32% | −0.15 |
| ORCL Oracle Corp. | Reduce -13.4% | 0.51% | −0.14 |
| BLK BlackRock Inc. | Reduce -1.1% | 1.21% | −0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.9% | 2.12% | −0.13 |
| JNJ Johnson & Johnson | Reduce -0.7% | 2.01% | −0.13 |
| CME Cme Group Inc. | Reduce -1.4% | 0.26% | −0.13 |
| HD Home Depot Inc. | Reduce -3.1% | 2.05% | −0.12 |
| AON Aon PLC Class A | Reduce -1.5% | 1.35% | −0.12 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.09 |
| RJF Raymond James Financial Inc. | Reduce -0.4% | 1.37% | −0.07 |
| YUM Yum! Brands Inc. | Reduce -0.8% | 0.87% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -0.7% | 0.37% | −0.07 |
| AXP American Express Co. | Reduce -5.2% | 1.44% | −0.05 |
| TJX TJX Companies Inc. | Reduce -4.0% | 0.24% | −0.05 |
| RTX RTX Corp. | Reduce -13.7% | 0.14% | −0.04 |
| GGG Graco Inc. | Reduce -1.1% | 0.16% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -1.0% | 0.48% | −0.04 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Reduce -7.1% | 0.17% | −0.03 |
| DINO HF Sinclair Corp. | Reduce -4.6% | 0.85% | −0.03 |
| ROP Roper Technologies Inc. | Reduce -2.2% | 0.13% | −0.02 |
| MELI MercadoLibre Inc. | Reduce -2.3% | 0.15% | −0.02 |
| BIP Brookfield Infrastructure Pa | Reduce -0.1% | 0.13% | −0.01 |
| TGT Target Corp. | Reduce -6.8% | 0.12% | −0.01 |
| NMM Navios Maritime Partners LP | Reduce -1.1% | 0.09% | −0.01 |
| MO Altria Group Inc. | Reduce -0.9% | 0.22% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.5% | 0.82% | −0.00 |
| IBM Intl Business Machines Corp. | Reduce -1.5% | 0.16% | +0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -0.7% | 0.27% | +0.01 |
| AME Ametek Inc. | Reduce -1.5% | 0.90% | +0.01 |
| RPM RPM International Inc. | Reduce -0.5% | 1.03% | +0.01 |
| BAC Bank of America Corp. | Reduce -2.4% | 0.52% | +0.02 |
| URI United Rentals Inc. | Reduce -7.1% | 0.10% | +0.02 |
| V Visa Inc. Class A | Reduce -1.1% | 1.73% | +0.04 |
| PNC PNC Financial Services Group | Reduce -0.3% | 0.66% | +0.05 |
| WSO Watsco Inc. | Reduce -0.1% | 1.77% | +0.07 |
| CSCO Cisco Systems Inc. | Reduce -1.9% | 0.30% | +0.08 |
| LLY Eli Lilly & Co. | Reduce -1.0% | 0.55% | +0.08 |
| WDC Western Digital Corp. | Reduce -1.0% | 0.32% | +0.17 |
Portfolio Buys Q1 2026 → Q2 2026
| ICLR Icon PLC | Add +19.2% | 1.51% | +0.62 |
| VZ Verizon Communications Inc. | Add +207.7% | 1.06% | +0.61 |
| ROK Rockwell Automation Inc. | Add +5.7% | 1.53% | +0.38 |
| ATO Atmos Energy Corp. | Add +95.6% | 0.77% | +0.31 |
| AAPL Apple Inc. | Add +0.8% | 4.99% | +0.22 |
| ZTS Zoetis Inc. | Add +130.6% | 1.00% | +0.22 |
| HRL Hormel Foods Corp. | Add +28.0% | 0.99% | +0.21 |
| NVDA Nvidia Corp. | Add +7.4% | 1.76% | +0.19 |
| GOOG Alphabet Inc. Class C | Add +0.5% | 1.49% | +0.17 |
| SGOV iShares 0-3 Month Treasury B | Add +138.5% | 0.31% | +0.17 |
| SITE Siteone Landscape Supply Inc. | Add +52.3% | 0.86% | +0.14 |
| AMZN Amazon.com Inc. | Add +0.3% | 3.24% | +0.14 |
| CAT Caterpillar Inc. | Add +10.8% | 0.39% | +0.13 |
| GLW Corning Inc. | Add +0.7% | 0.27% | +0.11 |
| ETN Eaton Corp. PLC | Add +1.0% | 1.10% | +0.10 |
| MNST Monster Beverage Corp. | New | 0.08% | +0.08 |
| PANW Palo Alto Networks Inc. | New | 0.08% | +0.08 |
| ULTA Ulta Beauty Inc. | Add +37.8% | 0.98% | +0.07 |
| WELL Welltower Inc. | New | 0.07% | +0.07 |
| DUK Duke Energy Corp. | New | 0.07% | +0.07 |
| FND Floor & Decor Holdings Inc. Class A | Add +47.1% | 0.18% | +0.06 |
| BLCV iShares Large Cap Val Act | Add +71.3% | 0.14% | +0.06 |
| QCOM Qualcomm Inc. | Add +0.5% | 0.21% | +0.05 |
| CSX CSX Corp. | Add +2.8% | 0.43% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +0.6% | 1.72% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.5% | 0.18% | +0.03 |
| ROL Rollins Inc. | Add +43.9% | 0.99% | +0.02 |
| CPRT Copart Inc. | Add +32.1% | 0.97% | +0.02 |
| META Meta Platforms Inc. Class A | Add +24.1% | 0.15% | +0.01 |
| TSLA Tesla Inc. | Add +4.0% | 0.14% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.3% | 0.09% | +0.00 |
| VT Vanguard Tot World STK ETF | Add +0.1% | 0.11% | +0.00 |
| EMR Emerson Electric Co. | Add +0.8% | 0.31% | +0.00 |
| PAYX Paychex Inc. | Add +2.4% | 0.09% | −0.00 |
| KO The Coca-Cola Co. | Add +2.7% | 0.40% | −0.00 |
| PM Philip Morris International | Add +0.1% | 0.21% | −0.00 |
| ORLY O'reilly Automotive Inc. | Add +7.6% | 0.07% | −0.00 |
| MSCI MSCI Inc. | Add +0.7% | 0.08% | −0.00 |
| WDIV St STR SPD S&P Glo Div-US Inc. | Add +0.0% | 0.11% | −0.01 |
| AMLP Alerian MLP ETF | Add +0.6% | 0.09% | −0.01 |
| ISRG Intuitive Surgical Inc. | Add +2.6% | 0.07% | −0.02 |
| PG The Procter & Gamble Co. | Add +1.4% | 0.28% | −0.02 |
| ABT Abbott Laboratories | Add +0.9% | 0.12% | −0.03 |
| TSCO Tractor Supply Company | Add +49.4% | 0.78% | −0.04 |
| BR Broadridge Financial Solutio | Add +1.4% | 0.17% | −0.05 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +0.5% | 0.61% | −0.06 |
| SPSC SPS Commerce Inc. | Add +1.0% | 1.13% | −0.07 |
| LMT Lockheed Martin Corp. | Add +1.3% | 0.24% | −0.07 |
| XOM Exxon Mobil Corp. | Add +13.9% | 0.39% | −0.08 |
| SO The Southern Co. | Add +0.1% | 1.39% | −0.15 |
Options Activity Q1 2026 → Q2 2026
| SPSC SPS Commerce Inc. | call | Sold out | 400 | $22Kbefore exit |
| CSCO Cisco Systems Inc. | call | Reduce -50.0% | 100 | $12K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 146 | $291.5M | AAPL, MSFT, GOOGL, AMZN, LRCX |
| Q1 2026 | 144 | $265.3M | AAPL, MSFT, GOOGL, AMZN, CVX |
| Q4 2025 | 138 | $278.7M | MSFT, AAPL, GOOGL, AMZN, HD |
| Q3 2025 | 127 | $275.1M | MSFT, AAPL, HD, GOOGL, BRK.B |
| Q2 2025 | 128 | $258.6M | MSFT, AAPL, HD, AMZN, BRK.B |
| Q1 2025 | 121 | $311.7M | AAPL, MSFT, BRK.B, HD, JNJ |
| Q4 2024 | 125 | $312.8M | AAPL, MSFT, BRK.B, HD, GOOGL |
| Q3 2024 | 126 | $316.2M | MSFT, AAPL, HD, BRK.B, UNH |
| Q2 2024 | 118 | $295.2M | MSFT, AAPL, BRK.B, HD, UNH |
| Q1 2024 | 122 | $295.5M | MSFT, AAPL, HD, BRK.B, CVX |