Buckhead Capital Management LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 8, 2024), Buckhead Capital Management LLC reported 118 stock positions worth $295.2 million. Its top holding was Microsoft (MSFT) at 5.1% of the portfolio, followed by Apple (AAPL, 4.3%) and Berkshire Hathaway Class B (BRK.B, 3.1%). Compared with Q1 2024, it opened 3 new positions, sold out of 7, added to 36 and reduced 45. The biggest buy was a new position in Aon Class A (AON) and the biggest sale GSK PLC-Spon ADR (GSK, shares −91%).

Most Recent 13F
Q2 2026
Location
ATLANTA, GA
CIK
0001133999
Portfolio Value
$295.2M (Q2 2024)
SEC Filing
0001085146-24-003581 ↗ filed Aug 8, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $295.5M Q1 2024 Q2 2024: $295.2M $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 118 stocks · $295.2M
MSFT Microsoft Corp. 5.10% 33,716 $15.1M Reduce -1.1%
AAPL Apple Inc. 4.33% 60,755 $12.8M Reduce -0.4%
BRK.B Berkshire Hathaway Inc. Class B 3.08% 22,338 $9.1M Reduce -0.1%
HD Home Depot Inc. 3.04% 26,035 $9.0M Reduce -0.1%
UNH Unitedhealth Group Inc. 2.50% 14,486 $7.4M Add +0.4%
GWRE Guidewire Software Inc. 2.49% 53,269 $7.3M Reduce -0.5%
CVX Chevron Corp. 2.40% 45,238 $7.1M Reduce -0.2%
JNJ Johnson & Johnson 2.33% 47,127 $6.9M Add +10.4%
PEP Pepsico Inc. 2.14% 38,328 $6.3M Add +4.1%
LMT Lockheed Martin Corp. 2.08% 13,153 $6.1M Reduce -0.1%
JPM JPMorgan Chase & Co. 2.04% 29,811 $6.0M Reduce -0.3%
TXN Texas Instruments Inc. 2.01% 30,466 $5.9M Add +2.3%
GOOGL Alphabet Inc. Class A 1.98% 32,062 $5.8M Add +3.6%
FISV Fiserv Inc. 1.97% 39,075 $5.8M Reduce -0.2%
CASY Casey's General Stores Inc. 1.96% 15,152 $5.8M Reduce -12.6%
ROP Roper Technologies Inc. 1.91% 10,006 $5.6M Add +8.9%
WSO Watsco Inc. 1.78% 11,370 $5.3M Reduce -0.3%
ORCL Oracle Corp. 1.75% 36,630 $5.2M Add +0.2%
APH Amphenol Corp. Class A 1.70% 74,518 $5.0M Reduce -13.4%
SO The Southern Co. 1.68% 64,113 $5.0M Add +9.1%
EA Electronic Arts Inc. 1.64% 34,813 $4.9M Reduce -0.2%
APD Air Products & Chemicals Inc. 1.60% 18,345 $4.7M Add +0.2%
AZO AutoZone Inc. 1.60% 1,589 $4.7M Reduce -8.0%
CMCSA Comcast Corp. Class A 1.58% 118,945 $4.7M Reduce -0.3%
DG Dollar General Corp. 1.52% 33,903 $4.5M Add +0.0%
CRL Charles River Laboratories 1.49% 21,331 $4.4M Add +3.8%
COO The Cooper Cos Inc. 1.43% 48,372 $4.2M Add +9.2%
RJF Raymond James Financial Inc. 1.42% 33,813 $4.2M Reduce -11.7%
BLK BlackRock Finance Inc. 1.39% 5,204 $4.1M Add +12.2%
AMZN Amazon.com Inc. 1.38% 21,103 $4.1M Reduce -0.2%
GNTX Gentex Corp. 1.37% 120,065 $4.0M Reduce -0.2%
ELS Equity Lifestyle Properties 1.37% 62,006 $4.0M Add +0.9%
FANG Diamondback Energy Inc. 1.35% 19,901 $4.0M Reduce -23.5%
AON Aon PLC Class A 1.34% 13,474 $4.0M New
WMT Walmart Inc. 1.29% 56,469 $3.8M Add +0.1%
V Visa Inc. Class A 1.26% 14,198 $3.7M Reduce -0.1%
AXP American Express Co. 1.19% 15,198 $3.5M Reduce -17.6%
ROK Rockwell Automation Inc. 1.18% 12,666 $3.5M New
TYL Tyler Technologies Inc. 1.16% 6,800 $3.4M Reduce -0.1%
AME Ametek Inc. 1.15% 20,287 $3.4M Reduce -0.4%
RSG Republic Services Inc. 1.06% 16,083 $3.1M Add +0.1%
FTNT Fortinet Inc. 1.04% 50,751 $3.1M Add +25.2%
CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC 0.93% 36,995 $2.7M Reduce -0.3%
DINO HF Sinclair Corp. 0.90% 49,683 $2.7M Reduce -11.9%
PNC PNC Financial Services Group 0.77% 14,550 $2.3M No change
ATO Atmos Energy Corp. 0.76% 19,212 $2.2M Add +24.2%
MMM 3M Co. 0.75% 21,608 $2.2M Add +1.7%
THG Hanover Insurance Group Inc./ 0.75% 17,601 $2.2M Add +0.5%
GOOG Alphabet Inc. Class C 0.71% 11,474 $2.1M Add +3.6%
BDX Becton Dickinson and Co. 0.70% 8,905 $2.1M No change
BRKR Bruker Corp. 0.70% 32,316 $2.1M Add +37.0%
MO Altria Group Inc. 0.68% 44,259 $2.0M No change
LULU Lululemon Athletica Inc. 0.68% 6,714 $2.0M Add +424.9%
SCHW Schwab (charles) Corp. 0.67% 27,031 $2.0M Add +38.3%
EOG EOG Resources Inc. 0.65% 15,300 $1.9M No change
CME Cme Group Inc. 0.60% 9,087 $1.8M Reduce -53.3%
BR Broadridge Financial Solutio 0.58% 8,693 $1.7M No change
LLY Eli Lilly & Co. 0.57% 1,850 $1.7M Reduce -3.6%
MA Mastercard Inc. Class A 0.47% 3,155 $1.4M Reduce -0.3%
TSCO Tractor Supply Company 0.44% 4,851 $1.3M No change
COST Costco Wholesale Corp. 0.43% 1,503 $1.3M Reduce -10.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.37% 27,638 $1.1M Add +1.0%
IT Gartner Inc. 0.32% 2,130 $956K No change
EVR Evercore Inc. Class A 0.32% 4,547 $948K No change
PG The Procter & Gamble Co. 0.31% 5,517 $910K Reduce -0.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.31% 1,657 $902K Add +0.2%
KELYA Kelly Services Inc. Class A 0.30% 41,900 $897K No change
XOM Exxon Mobil Corp. 0.28% 7,269 $837K Reduce -1.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.28% 7,560 $832K Reduce -15.4%
CPRT Copart Inc. 0.26% 13,981 $757K Reduce -0.6%
SGOV iShares 0-3 Month Treasury B 0.25% 7,443 $750K Add +33.4%
RPM RPM International Inc. 0.23% 6,319 $680K No change
QCOM Qualcomm Inc. 0.22% 3,235 $644K No change
IWR iShares Russell Mid-Cap ETF 0.21% 7,700 $624K No change
ROL Rollins Inc. 0.21% 12,629 $616K Reduce -0.4%
AMAT Applied Materials Inc. 0.20% 2,441 $576K No change
CPAY Corpay Inc. 0.18% 2,023 $539K No change
ANSS Ansys Inc. 0.18% 1,665 $535K No change
IWD iShares Russell 1000 Value E 0.18% 3,000 $523K No change
AOS Smith (a.o.) Corp. 0.17% 6,243 $511K No change
ABT Abbott Laboratories 0.17% 4,879 $507K Reduce -6.3%
GGG Graco Inc. 0.16% 5,977 $474K No change
WDFC WD-40 Co. 0.16% 2,136 $469K No change
CSGP Costar Group Inc. 0.16% 6,303 $467K No change
SCI Service Corp. International 0.15% 6,211 $442K No change
VWO Vanguard Ftse Emerging Marke 0.15% 9,819 $430K No change
SLQD iShares 0-5 YR Inv GRD Corp. 0.14% 8,418 $415K Add +3.7%
GSK GSK PLC-Spon ADR 0.14% 10,377 $400K Reduce -90.9%
MELI MercadoLibre Inc. 0.13% 240 $394K Add +6.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.13% 2,275 $393K Reduce -23.5%
DHR Danaher Corp. 0.13% 1,565 $391K Reduce -1.3%
DORM Dorman Products Inc. 0.13% 4,242 $388K Reduce -0.2%
TGT Target Corp. 0.13% 2,585 $383K Reduce -0.5%
PM Philip Morris International 0.13% 3,667 $372K Reduce -7.8%
PAYX Paychex Inc. 0.12% 3,101 $368K Reduce -0.8%
CGNX Cognex Corp. 0.12% 7,800 $365K No change
NVDA Nvidia Corp. 0.12% 2,930 $362K Add +0.3%
CSCO Cisco Systems Inc. 0.12% 7,390 $351K No change
MRK Merck & Co. Inc. 0.11% 2,722 $337K Reduce -1.2%
A Agilent Technologies Inc. 0.11% 2,575 $334K No change
MASI Masimo Corp. 0.11% 2,650 $334K No change
KO The Coca-Cola Co. 0.11% 5,149 $328K Reduce -1.3%
RTX RTX Corp. 0.11% 3,215 $323K Add +0.2%
IVV iShares Core S&P 500 ETF 0.11% 575 $314K Add +13.0%
BIP Brookfield Infrastructure Pa 0.10% 11,292 $310K Reduce -1.1%
WY Weyerhaeuser Co. 0.10% 10,796 $306K No change
FIVE Five Below 0.10% 2,770 $302K No change
WFC Wells Fargo & Co. 0.09% 4,689 $278K Add +5.0%
AMLP Alerian MLP ETF 0.09% 5,751 $276K No change
FND Floor & Decor Holdings Inc. Class A 0.09% 2,750 $273K No change
PLD Prologis Inc. 0.09% 2,311 $260K Add +1.8%
IWM iShares Russell 2000 ETF 0.08% 1,234 $250K Add +23.4%
SITE Siteone Landscape Supply Inc. 0.08% 2,056 $250K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.08% 2,384 $237K Add +6.7%
SHOP Shopify Inc. Class A 0.08% 3,400 $225K New
GLD SPDR Gold Shares 0.07% 998 $215K No change
TIP iShares Tips Bond ETF 0.07% 1,938 $207K No change
NUE Nucor Corp. 0.07% 1,300 $206K No change

Portfolio Sells Q1 2024 → Q2 2024
GSK GSK PLC-Spon ADR Reduce -90.9% 0.14% −1.51
CB Chubb Ltd. Sold out 0.00% −0.82
CME Cme Group Inc. Reduce -53.3% 0.60% −0.81
FANG Diamondback Energy Inc. Reduce -23.5% 1.35% −0.39
HD Home Depot Inc. Reduce -0.1% 3.04% −0.35
DINO HF Sinclair Corp. Reduce -11.9% 0.90% −0.26
RJF Raymond James Financial Inc. Reduce -11.7% 1.42% −0.25
AZO AutoZone Inc. Reduce -8.0% 1.60% −0.25
AXP American Express Co. Reduce -17.6% 1.19% −0.23
CMCSA Comcast Corp. Class A Reduce -0.3% 1.58% −0.17
FISV Fiserv Inc. Reduce -0.2% 1.97% −0.15
CF CF Industries Holdings Inc. Reduce -0.3% 0.93% −0.12
AME Ametek Inc. Reduce -0.4% 1.15% −0.12
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.1% 3.08% −0.10
GNTX Gentex Corp. Reduce -0.2% 1.37% −0.10
EQIX Equinix Inc. Sold out 0.00% −0.09
V Visa Inc. Class A Reduce -0.1% 1.26% −0.08
ACN Accenture PLC Class A Sold out 0.00% −0.07
ADVISOR MANAGED PORTFOLIOS Sold out 0.00% −0.07
URI United Rentals Inc. Sold out 0.00% −0.07
BALL Ball Corp. Sold out 0.00% −0.07
MSCI MSCI Inc. Sold out 0.00% −0.07
IBM Intl Business Machines Corp. Reduce -23.5% 0.13% −0.06
MA Mastercard Inc. Class A Reduce -0.3% 0.47% −0.04
ABT Abbott Laboratories Reduce -6.3% 0.17% −0.03
TGT Target Corp. Reduce -0.5% 0.13% −0.03
TJX TJX Companies Inc. Reduce -15.4% 0.28% −0.02
CVX Chevron Corp. Reduce -0.2% 2.40% −0.02
CPRT Copart Inc. Reduce -0.6% 0.26% −0.02
BIP Brookfield Infrastructure Pa Reduce -1.1% 0.10% −0.02
MRK Merck & Co. Inc. Reduce -1.2% 0.11% −0.01
XOM Exxon Mobil Corp. Reduce -1.7% 0.28% −0.01
DORM Dorman Products Inc. Reduce -0.2% 0.13% −0.01
PAYX Paychex Inc. Reduce -0.8% 0.12% −0.01
DHR Danaher Corp. Reduce -1.3% 0.13% −0.00
PM Philip Morris International Reduce -7.8% 0.13% +0.00
KO The Coca-Cola Co. Reduce -1.3% 0.11% +0.00
PG The Procter & Gamble Co. Reduce -0.3% 0.31% +0.00
ROL Rollins Inc. Reduce -0.4% 0.21% +0.01
JPM JPMorgan Chase & Co. Reduce -0.3% 2.04% +0.01
COST Costco Wholesale Corp. Reduce -10.5% 0.43% +0.02
APH Amphenol Corp. Class A Reduce -13.4% 1.70% +0.02
LMT Lockheed Martin Corp. Reduce -0.1% 2.08% +0.05
LLY Eli Lilly & Co. Reduce -3.6% 0.57% +0.06
EA Electronic Arts Inc. Reduce -0.2% 1.64% +0.08
CASY Casey's General Stores Inc. Reduce -12.6% 1.96% +0.09
AMZN Amazon.com Inc. Reduce -0.2% 1.38% +0.09
WSO Watsco Inc. Reduce -0.3% 1.78% +0.12
TYL Tyler Technologies Inc. Reduce -0.1% 1.16% +0.18
MSFT Microsoft Corp. Reduce -1.1% 5.10% +0.25

Portfolio Buys Q1 2024 → Q2 2024
AON Aon PLC Class A New 1.34% +1.34
ROK Rockwell Automation Inc. New 1.18% +1.18
LULU Lululemon Athletica Inc. Add +424.9% 0.68% +0.51
GOOGL Alphabet Inc. Class A Add +3.6% 1.98% +0.40
SO The Southern Co. Add +9.1% 1.68% +0.26
TXN Texas Instruments Inc. Add +2.3% 2.01% +0.25
ORCL Oracle Corp. Add +0.2% 1.75% +0.20
SCHW Schwab (charles) Corp. Add +38.3% 0.67% +0.20
ROP Roper Technologies Inc. Add +8.9% 1.91% +0.17
WMT Walmart Inc. Add +0.1% 1.29% +0.15
GOOG Alphabet Inc. Class C Add +3.6% 0.71% +0.14
ATO Atmos Energy Corp. Add +24.2% 0.76% +0.14
APD Air Products & Chemicals Inc. Add +0.2% 1.60% +0.10
FTNT Fortinet Inc. Add +25.2% 1.04% +0.10
UNH Unitedhealth Group Inc. Add +0.4% 2.50% +0.08
BLK BlackRock Finance Inc. Add +12.2% 1.39% +0.08
SHOP Shopify Inc. Class A New 0.08% +0.08
SGOV iShares 0-3 Month Treasury B Add +33.4% 0.25% +0.06
JNJ Johnson & Johnson Add +10.4% 2.33% +0.05
NVDA Nvidia Corp. Add +0.3% 0.12% +0.03
ELS Equity Lifestyle Properties Add +0.9% 1.37% +0.03
BAC Bank of America Corp. Add +1.0% 0.37% +0.02
MELI MercadoLibre Inc. Add +6.7% 0.13% +0.02
RSG Republic Services Inc. Add +0.1% 1.06% +0.02
IVV iShares Core S&P 500 ETF Add +13.0% 0.11% +0.02
IWM iShares Russell 2000 ETF Add +23.4% 0.08% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +0.2% 0.31% +0.01
WFC Wells Fargo & Co. Add +5.0% 0.09% +0.01
SLQD iShares 0-5 YR Inv GRD Corp. Add +3.7% 0.14% +0.01
RTX RTX Corp. Add +0.2% 0.11% +0.00
PLD Prologis Inc. Add +1.8% 0.09% −0.01
DIS The Walt Disney Co. Add +6.7% 0.08% −0.01
MMM 3M Co. Add +1.7% 0.75% −0.01
PEP Pepsico Inc. Add +4.1% 2.14% −0.04
BRKR Bruker Corp. Add +37.0% 0.70% −0.05
THG Hanover Insurance Group Inc./ Add +0.5% 0.75% −0.06
COO The Cooper Cos Inc. Add +9.2% 1.43% −0.09
DG Dollar General Corp. Add +0.0% 1.52% −0.27
CRL Charles River Laboratories Add +3.8% 1.49% −0.39

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