Buckhead Capital Management LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 6, 2024), Buckhead Capital Management LLC reported 122 stock positions worth $295.5 million. Its top holding was Microsoft (MSFT) at 4.9% of the portfolio, followed by Apple (AAPL, 3.5%) and Home Depot (HD, 3.4%). Compared with Q4 2023, it opened 6 new positions, sold out of 3, added to 56 and reduced 30. The biggest buy was Texas Instruments (TXN, shares +34%) and the biggest sale Philip Morris International (PM, shares −83%).

Most Recent 13F
Q2 2026
Location
ATLANTA, GA
CIK
0001133999
Portfolio Value
$295.5M (Q1 2024)
SEC Filing
0001085146-24-002237 ↗ filed May 6, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $295.5M $295.5M Q1 2024 Q2 2024: $295.2M Q2 2024 Q3 2024: $316.2M Q3 2024 Q4 2024: $312.8M Q4 2024 Q1 2025: $311.7M Q1 2025 Q2 2025: $258.6M Q2 2025 Q3 2025: $275.1M Q3 2025 Q4 2025: $278.7M Q4 2025 Q1 2026: $265.3M Q1 2026 Q2 2026: $291.5M Q2 2026

Holdings 122 stocks · $295.5M
MSFT Microsoft Corp. 4.86% 34,108 $14.3M Add +0.5%
AAPL Apple Inc. 3.54% 61,019 $10.5M Add +0.0%
HD Home Depot Inc. 3.38% 26,065 $10.0M Add +0.3%
BRK.B Berkshire Hathaway Inc. Class B 3.18% 22,358 $9.4M Add +2.5%
CVX Chevron Corp. 2.42% 45,341 $7.2M Add +8.4%
UNH Unitedhealth Group Inc. 2.42% 14,425 $7.1M Add +9.4%
JNJ Johnson & Johnson 2.28% 42,667 $6.7M Reduce -7.6%
PEP Pepsico Inc. 2.18% 36,808 $6.4M Add +9.2%
FISV Fiserv Inc. 2.12% 39,159 $6.3M Add +1.2%
GWRE Guidewire Software Inc. 2.11% 53,518 $6.2M Add +1.5%
JPM JPMorgan Chase & Co. 2.03% 29,914 $6.0M Add +0.2%
LMT Lockheed Martin Corp. 2.03% 13,159 $6.0M Add +2.2%
CRL Charles River Laboratories 1.88% 20,552 $5.6M Add +2.0%
CASY Casey's General Stores Inc. 1.87% 17,332 $5.5M Add +0.9%
AZO AutoZone Inc. 1.84% 1,727 $5.4M Add +4.5%
DG Dollar General Corp. 1.79% 33,896 $5.3M Add +4.3%
TXN Texas Instruments Inc. 1.76% 29,780 $5.2M Add +34.2%
CMCSA Comcast Corp. Class A 1.75% 119,315 $5.2M Add +9.9%
ROP Roper Technologies Inc. 1.74% 9,189 $5.2M Add +1.9%
FANG Diamondback Energy Inc. 1.74% 26,001 $5.2M Add +5.8%
APH Amphenol Corp. Class A 1.68% 43,013 $5.0M Reduce -13.6%
WSO Watsco Inc. 1.67% 11,405 $4.9M Add +4.4%
RJF Raymond James Financial Inc. 1.66% 38,305 $4.9M Add +6.1%
GSK GSK PLC-Spon ADR 1.65% 113,534 $4.9M Add +6.0%
GOOGL Alphabet Inc. Class A 1.58% 30,952 $4.7M Add +20.4%
EA Electronic Arts Inc. 1.57% 34,886 $4.6M Reduce -15.8%
ORCL Oracle Corp. 1.55% 36,568 $4.6M Add +6.5%
COO The Cooper Cos Inc. 1.52% 44,300 $4.5M Add +1.3%
APD Air Products & Chemicals Inc. 1.50% 18,304 $4.4M Add +32.8%
GNTX Gentex Corp. 1.47% 120,334 $4.3M Reduce -9.1%
SO The Southern Co. 1.43% 58,760 $4.2M Add +2.2%
AXP American Express Co. 1.42% 18,444 $4.2M Reduce -0.5%
CME Cme Group Inc. 1.42% 19,441 $4.2M Add +0.8%
V Visa Inc. Class A 1.34% 14,218 $4.0M Add +2.8%
ELS Equity Lifestyle Properties 1.34% 61,438 $4.0M Add +7.6%
BLK BlackRock Finance Inc. 1.31% 4,637 $3.9M Add +11.4%
AMZN Amazon.com Inc. 1.29% 21,139 $3.8M Add +0.5%
AME Ametek Inc. 1.26% 20,370 $3.7M Reduce -9.1%
DINO HF Sinclair Corp. 1.15% 56,410 $3.4M Add +5.5%
WMT Walmart Inc. 1.15% 56,418 $3.4M Add +1.2%
CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC 1.04% 37,093 $3.1M Add +4.0%
RSG Republic Services Inc. 1.04% 16,060 $3.1M Add +0.8%
TYL Tyler Technologies Inc. 0.98% 6,807 $2.9M Add +1.3%
FTNT Fortinet Inc. 0.94% 40,523 $2.8M Add +34.5%
CB Chubb Ltd. 0.82% 9,365 $2.4M Reduce -12.9%
THG Hanover Insurance Group Inc./ 0.81% 17,511 $2.4M Add +13.4%
PNC PNC Financial Services Group 0.80% 14,550 $2.4M Add +0.2%
MMM 3M Co. 0.76% 21,243 $2.3M Reduce -0.0%
BRKR Bruker Corp. 0.75% 23,579 $2.2M Add +6.0%
BDX Becton Dickinson and Co. 0.75% 8,905 $2.2M Reduce -15.1%
EOG EOG Resources Inc. 0.66% 15,300 $2.0M Add +65.1%
MO Altria Group Inc. 0.65% 44,259 $1.9M Add +27.7%
ATO Atmos Energy Corp. 0.62% 15,470 $1.8M No change
BR Broadridge Financial Solutio 0.60% 8,693 $1.8M Reduce -0.2%
GOOG Alphabet Inc. Class C 0.57% 11,072 $1.7M Add +2.5%
MA Mastercard Inc. Class A 0.52% 3,165 $1.5M Reduce -2.3%
LLY Eli Lilly & Co. 0.51% 1,920 $1.5M Reduce -8.8%
SCHW Schwab (charles) Corp. 0.48% 19,541 $1.4M Add +11.4%
TSCO Tractor Supply Company 0.43% 4,851 $1.3M Add +14.4%
COST Costco Wholesale Corp. 0.42% 1,680 $1.2M Reduce -8.3%
KELYA Kelly Services Inc. Class A 0.36% 41,900 $1.0M Reduce -2.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.35% 27,363 $1.0M Reduce -0.5%
IT Gartner Inc. 0.34% 2,130 $1.0M No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.31% 8,935 $906K Reduce -7.4%
PG The Procter & Gamble Co. 0.30% 5,534 $898K Add +9.4%
EVR Evercore Inc. Class A 0.30% 4,547 $876K Add +0.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.29% 1,653 $865K Reduce -1.2%
XOM Exxon Mobil Corp. 0.29% 7,392 $859K Reduce -1.4%
CPRT Copart Inc. 0.28% 14,061 $814K Reduce -0.9%
RPM RPM International Inc. 0.25% 6,319 $752K Add +1.3%
IWR iShares Russell Mid-Cap ETF 0.22% 7,700 $647K No change
CPAY Corpay Inc. 0.21% 2,023 $624K No change
CSGP Costar Group Inc. 0.21% 6,303 $609K No change
ABT Abbott Laboratories 0.20% 5,204 $591K Reduce -17.8%
ROL Rollins Inc. 0.20% 12,677 $587K Add +0.6%
ANSS Ansys Inc. 0.20% 1,665 $578K Reduce -1.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.19% 2,975 $568K Reduce -0.6%
SGOV iShares 0-3 Month Treasury B 0.19% 5,580 $562K Add +64.8%
GGG Graco Inc. 0.19% 5,977 $559K No change
AOS Smith (a.o.) Corp. 0.19% 6,243 $558K No change
QCOM Qualcomm Inc. 0.19% 3,235 $548K Reduce -4.4%
WDFC WD-40 Co. 0.18% 2,136 $541K No change
IWD iShares Russell 1000 Value E 0.18% 3,000 $537K No change
AMAT Applied Materials Inc. 0.17% 2,441 $503K No change
FIVE Five Below 0.17% 2,770 $502K No change
LULU Lululemon Athletica Inc. 0.17% 1,279 $500K No change
SCI Service Corp. International 0.16% 6,211 $461K No change
TGT Target Corp. 0.16% 2,597 $460K No change
VWO Vanguard Ftse Emerging Marke 0.14% 9,819 $410K Reduce -0.5%
DORM Dorman Products Inc. 0.14% 4,250 $410K No change
SLQD iShares 0-5 YR Inv GRD Corp. 0.14% 8,117 $400K Add +7.4%
DHR Danaher Corp. 0.13% 1,585 $396K Reduce -16.1%
MASI Masimo Corp. 0.13% 2,650 $389K No change
WY Weyerhaeuser Co. 0.13% 10,796 $388K No change
PAYX Paychex Inc. 0.13% 3,126 $384K Add +0.2%
A Agilent Technologies Inc. 0.13% 2,575 $375K No change
CSCO Cisco Systems Inc. 0.12% 7,390 $369K Reduce -4.0%
PM Philip Morris International 0.12% 3,977 $364K Reduce -82.7%
MRK Merck & Co. Inc. 0.12% 2,755 $363K Reduce -13.9%
SITE Siteone Landscape Supply Inc. 0.12% 2,056 $359K Add +4.9%
FND Floor & Decor Holdings Inc. Class A 0.12% 2,750 $356K No change
BIP Brookfield Infrastructure Pa 0.12% 11,415 $356K No change
MELI MercadoLibre Inc. 0.12% 225 $340K No change
CGNX Cognex Corp. 0.11% 7,800 $331K No change
KO The Coca-Cola Co. 0.11% 5,215 $319K Reduce -0.3%
RTX RTX Corp. 0.11% 3,210 $313K Add +0.8%
PLD Prologis Inc. 0.10% 2,271 $296K Add +1.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.09% 2,234 $273K No change
AMLP Alerian MLP ETF 0.09% 5,751 $273K No change
IVV iShares Core S&P 500 ETF 0.09% 509 $267K No change
NVDA Nvidia Corp. 0.09% 292 $264K New
WFC Wells Fargo & Co. 0.09% 4,464 $259K No change
NUE Nucor Corp. 0.09% 1,300 $257K No change
EQIX Equinix Inc. 0.09% 305 $252K Reduce -74.7%
ACN Accenture PLC Class A 0.07% 636 $220K No change
ADVISOR MANAGED PORTFOLIOS 0.07% 5,398 $214K New
IWM iShares Russell 2000 ETF 0.07% 1,000 $210K No change
TIP iShares Tips Bond ETF 0.07% 1,938 $208K New
URI United Rentals Inc. 0.07% 285 $206K New
GLD SPDR Gold Shares 0.07% 998 $205K New
MSCI MSCI Inc. 0.07% 360 $202K No change
BALL Ball Corp. 0.07% 2,994 $202K New

Portfolio Sells Q4 2023 → Q1 2024
PM Philip Morris International Reduce -82.7% 0.12% −0.68
PFE Pfizer Inc. Sold out 0.00% −0.57
EA Electronic Arts Inc. Reduce -15.8% 1.57% −0.53
JNJ Johnson & Johnson Reduce -7.6% 2.28% −0.40
EQIX Equinix Inc. Reduce -74.7% 0.09% −0.27
BDX Becton Dickinson and Co. Reduce -15.1% 0.75% −0.20
APH Amphenol Corp. Class A Reduce -13.6% 1.68% −0.15
GNTX Gentex Corp. Reduce -9.1% 1.47% −0.13
AME Ametek Inc. Reduce -9.1% 1.26% −0.11
MMM 3M Co. Reduce -0.0% 0.76% −0.10
CB Chubb Ltd. Reduce -12.9% 0.82% −0.08
SUI Sun Communities Inc. Sold out 0.00% −0.07
TRUST FOR ADVISED PORTFOLIOS Sold out 0.00% −0.07
BR Broadridge Financial Solutio Reduce -0.2% 0.60% −0.06
ABT Abbott Laboratories Reduce -17.8% 0.20% −0.06
ANSS Ansys Inc. Reduce -1.8% 0.20% −0.03
COST Costco Wholesale Corp. Reduce -8.3% 0.42% −0.03
TJX TJX Companies Inc. Reduce -7.4% 0.31% −0.03
DHR Danaher Corp. Reduce -16.1% 0.13% −0.03
CSCO Cisco Systems Inc. Reduce -4.0% 0.12% −0.02
VWO Vanguard Ftse Emerging Marke Reduce -0.5% 0.14% −0.01
KO The Coca-Cola Co. Reduce -0.3% 0.11% −0.01
MRK Merck & Co. Inc. Reduce -13.9% 0.12% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.2% 0.29% −0.00
QCOM Qualcomm Inc. Reduce -4.4% 0.19% +0.00
MA Mastercard Inc. Class A Reduce -2.3% 0.52% +0.00
BAC Bank of America Corp. Reduce -0.5% 0.35% +0.01
IBM Intl Business Machines Corp. Reduce -0.6% 0.19% +0.01
KELYA Kelly Services Inc. Class A Reduce -2.3% 0.36% +0.01
XOM Exxon Mobil Corp. Reduce -1.4% 0.29% +0.01
CPRT Copart Inc. Reduce -0.9% 0.28% +0.02
LLY Eli Lilly & Co. Reduce -8.8% 0.51% +0.05
AXP American Express Co. Reduce -0.5% 1.42% +0.14

Portfolio Buys Q4 2023 → Q1 2024
TXN Texas Instruments Inc. Add +34.2% 1.76% +0.36
FANG Diamondback Energy Inc. Add +5.8% 1.74% +0.33
BRK.B Berkshire Hathaway Inc. Class B Add +2.5% 3.18% +0.30
FTNT Fortinet Inc. Add +34.5% 0.94% +0.28
AZO AutoZone Inc. Add +4.5% 1.84% +0.26
GOOGL Alphabet Inc. Class A Add +20.4% 1.58% +0.25
EOG EOG Resources Inc. Add +65.1% 0.66% +0.25
FISV Fiserv Inc. Add +1.2% 2.12% +0.21
ORCL Oracle Corp. Add +6.5% 1.55% +0.21
GSK GSK PLC-Spon ADR Add +6.0% 1.65% +0.18
RJF Raymond James Financial Inc. Add +6.1% 1.66% +0.17
DG Dollar General Corp. Add +4.3% 1.79% +0.15
JPM JPMorgan Chase & Co. Add +0.2% 2.03% +0.15
BRKR Bruker Corp. Add +6.0% 0.75% +0.14
MO Altria Group Inc. Add +27.7% 0.65% +0.14
MSFT Microsoft Corp. Add +0.5% 4.86% +0.13
CRL Charles River Laboratories Add +2.0% 1.88% +0.12
CASY Casey's General Stores Inc. Add +0.9% 1.87% +0.12
THG Hanover Insurance Group Inc./ Add +13.4% 0.81% +0.11
CVX Chevron Corp. Add +8.4% 2.42% +0.11
AMZN Amazon.com Inc. Add +0.5% 1.29% +0.11
APD Air Products & Chemicals Inc. Add +32.8% 1.50% +0.10
TSCO Tractor Supply Company Add +14.4% 0.43% +0.09
NVDA Nvidia Corp. New 0.09% +0.09
ADVISOR MANAGED PORTFOLIOS New 0.07% +0.07
TIP iShares Tips Bond ETF New 0.07% +0.07
URI United Rentals Inc. New 0.07% +0.07
GLD SPDR Gold Shares New 0.07% +0.07
BALL Ball Corp. New 0.07% +0.07
RSG Republic Services Inc. Add +0.8% 1.04% +0.07
WMT Walmart Inc. Add +1.2% 1.15% +0.06
SGOV iShares 0-3 Month Treasury B Add +64.8% 0.19% +0.06
PEP Pepsico Inc. Add +9.2% 2.18% +0.06
BLK BlackRock Finance Inc. Add +11.4% 1.31% +0.06
DINO HF Sinclair Corp. Add +5.5% 1.15% +0.05
HD Home Depot Inc. Add +0.3% 3.38% +0.05
SCHW Schwab (charles) Corp. Add +11.4% 0.48% +0.03
PG The Procter & Gamble Co. Add +9.4% 0.30% +0.03
V Visa Inc. Class A Add +2.8% 1.34% +0.01
EVR Evercore Inc. Class A Add +0.2% 0.30% +0.01
GOOG Alphabet Inc. Class C Add +2.5% 0.57% +0.01
RTX RTX Corp. Add +0.8% 0.11% +0.01
SITE Siteone Landscape Supply Inc. Add +4.9% 0.12% +0.00
SLQD iShares 0-5 YR Inv GRD Corp. Add +7.4% 0.14% −0.00
RPM RPM International Inc. Add +1.3% 0.25% −0.00
ROL Rollins Inc. Add +0.6% 0.20% −0.01
CF CF Industries Holdings Inc. Add +4.0% 1.04% −0.01
PAYX Paychex Inc. Add +0.2% 0.13% −0.01
PLD Prologis Inc. Add +1.9% 0.10% −0.01
COO The Cooper Cos Inc. Add +1.3% 1.52% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 146$291.5MAAPL, MSFT, GOOGL, AMZN, LRCX
Q1 2026 144$265.3MAAPL, MSFT, GOOGL, AMZN, CVX
Q4 2025 138$278.7MMSFT, AAPL, GOOGL, AMZN, HD
Q3 2025 127$275.1MMSFT, AAPL, HD, GOOGL, BRK.B
Q2 2025 128$258.6MMSFT, AAPL, HD, AMZN, BRK.B
Q1 2025 121$311.7MAAPL, MSFT, BRK.B, HD, JNJ
Q4 2024 125$312.8MAAPL, MSFT, BRK.B, HD, GOOGL
Q3 2024 126$316.2MMSFT, AAPL, HD, BRK.B, UNH
Q2 2024 118$295.2MMSFT, AAPL, BRK.B, HD, UNH
Q1 2024 122$295.5MMSFT, AAPL, HD, BRK.B, CVX