Buckhead Capital Management LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 30, 2025), Buckhead Capital Management LLC reported 125 stock positions worth $312.8 million. Its top holding was Apple (AAPL) at 4.6% of the portfolio, followed by Microsoft (MSFT, 4.3%) and Berkshire Hathaway Class B (BRK.B, 3.2%). Compared with Q3 2024, it opened 6 new positions, sold out of 7, added to 32 and reduced 58. The biggest buy was a new position in CSX (CSX) and the biggest sale an exit from 3M (MMM).

Most Recent 13F
Q2 2026
Location
ATLANTA, GA
CIK
0001133999
Portfolio Value
$312.8M (Q4 2024)
SEC Filing
0001085146-25-000631 ↗ filed Jan 30, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $295.5M Q1 2024 Q2 2024: $295.2M Q2 2024 Q3 2024: $316.2M Q3 2024 Q4 2024: $312.8M $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 125 stocks · $312.8M
AAPL Apple Inc. 4.65% 58,028 $14.5M Reduce -1.3%
MSFT Microsoft Corp. 4.30% 31,896 $13.4M Reduce -2.4%
BRK.B Berkshire Hathaway Inc. Class B 3.20% 22,085 $10.0M Reduce -0.6%
HD Home Depot Inc. 2.92% 23,514 $9.1M Reduce -9.7%
GOOGL Alphabet Inc. Class A 2.39% 39,512 $7.5M Add +4.9%
FISV Fiserv Inc. 2.35% 35,746 $7.3M Reduce -0.8%
UNH Unitedhealth Group Inc. 2.31% 14,296 $7.2M Reduce -0.9%
JPM JPMorgan Chase & Co. 2.26% 29,442 $7.1M Reduce -0.9%
JNJ Johnson & Johnson 2.25% 48,740 $7.0M Reduce -3.0%
CVX Chevron Corp. 2.04% 44,081 $6.4M Reduce -1.0%
PEP Pepsico Inc. 1.94% 40,004 $6.1M Reduce -1.9%
ROP Roper Technologies Inc. 1.87% 11,272 $5.9M Add +13.1%
GWRE Guidewire Software Inc. 1.85% 34,367 $5.8M Reduce -16.9%
TXN Texas Instruments Inc. 1.83% 30,574 $5.7M Add +0.7%
LMT Lockheed Martin Corp. 1.83% 11,770 $5.7M Reduce -10.0%
RJF Raymond James Financial Inc. 1.78% 35,831 $5.6M Reduce -15.7%
AMZN Amazon.com Inc. 1.70% 24,182 $5.3M Add +14.6%
APD Air Products & Chemicals Inc. 1.68% 18,160 $5.3M Reduce -0.5%
ULTA Ulta Beauty Inc. 1.68% 12,088 $5.3M Add +15.6%
BLK BlackRock Inc. 1.68% 5,126 $5.3M Reduce -0.9%
WSO Watsco Inc. 1.67% 11,050 $5.2M Reduce -2.1%
WMT Walmart Inc. 1.67% 57,895 $5.2M Reduce -0.5%
SO The Southern Co. 1.67% 63,374 $5.2M Reduce -0.3%
ORCL Oracle Corp. 1.63% 30,650 $5.1M Reduce -16.9%
AZO AutoZone Inc. 1.60% 1,559 $5.0M Reduce -1.8%
AON Aon PLC Class A 1.57% 13,681 $4.9M Reduce -0.1%
CMCSA Comcast Corp. Class A 1.55% 129,236 $4.9M Reduce -1.6%
EA Electronic Arts Inc. 1.55% 33,145 $4.8M Reduce -3.8%
FTNT Fortinet Inc. 1.53% 50,521 $4.8M Reduce -0.1%
CASY Casey's General Stores Inc. 1.49% 11,776 $4.7M Reduce -0.7%
ROK Rockwell Automation Inc. 1.44% 15,781 $4.5M Add +14.2%
V Visa Inc. Class A 1.43% 14,121 $4.5M Reduce -0.8%
COO The Cooper Cos Inc. 1.41% 48,120 $4.4M Add +0.3%
APH Amphenol Corp. Class A 1.41% 63,459 $4.4M Add +0.7%
AXP American Express Co. 1.35% 14,232 $4.2M Reduce -0.7%
ELS Equity Lifestyle Properties 1.31% 61,712 $4.1M Add +0.1%
AME Ametek Inc. 1.31% 22,765 $4.1M Reduce -0.4%
TYL Tyler Technologies Inc. 1.25% 6,791 $3.9M Reduce -1.5%
LULU Lululemon Athletica Inc. 1.22% 9,981 $3.8M Reduce -0.1%
CRL Charles River Laboratories 1.13% 19,149 $3.5M Reduce -9.3%
GNTX Gentex Corp. 1.07% 116,618 $3.4M Reduce -2.4%
FANG Diamondback Energy Inc. 1.04% 19,830 $3.2M Add +0.3%
RSG Republic Services Inc. 1.02% 15,781 $3.2M Reduce -1.3%
CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC 0.98% 35,842 $3.1M Reduce -2.8%
PNC PNC Financial Services Group 0.89% 14,425 $2.8M No change
THG Hanover Insurance Group Inc./ 0.86% 17,340 $2.7M Reduce -0.3%
ATO Atmos Energy Corp. 0.85% 19,158 $2.7M Add +0.8%
DINO HF Sinclair Corp. 0.75% 67,321 $2.4M Add +15.7%
CSX CSX Corp. 0.75% 72,459 $2.3M New
GOOG Alphabet Inc. Class C 0.73% 12,064 $2.3M Add +2.6%
MO Altria Group Inc. 0.73% 43,674 $2.3M No change
EMR Emerson Electric Co. 0.68% 17,154 $2.1M New
CME Cme Group Inc. 0.67% 8,985 $2.1M Reduce -0.1%
BDX Becton Dickinson and Co. 0.64% 8,805 $2.0M No change
BRKR Bruker Corp. 0.62% 32,994 $1.9M Reduce -3.5%
BR Broadridge Financial Solutio 0.61% 8,494 $1.9M Reduce -1.4%
MA Mastercard Inc. Class A 0.53% 3,140 $1.7M Add +0.6%
COST Costco Wholesale Corp. 0.42% 1,441 $1.3M Reduce -0.3%
LLY Eli Lilly & Co. 0.42% 1,695 $1.3M Reduce -3.7%
TSCO Tractor Supply Company 0.42% 24,475 $1.3M Add +2.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.40% 28,191 $1.2M Add +2.1%
EVR Evercore Inc. Class A 0.39% 4,407 $1.2M Reduce -3.1%
EOG EOG Resources Inc. 0.37% 9,350 $1.1M Reduce -38.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.34% 1,791 $1.0M Reduce -2.8%
IT Gartner Inc. 0.33% 2,130 $1.0M No change
PG The Procter & Gamble Co. 0.30% 5,553 $931K Reduce -0.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.27% 6,910 $835K Reduce -2.5%
CPRT Copart Inc. 0.26% 14,299 $821K Add +2.3%
XOM Exxon Mobil Corp. 0.26% 7,423 $798K Add +0.8%
RPM RPM International Inc. 0.23% 5,811 $715K Add +2.4%
IWR iShares Russell Mid-Cap ETF 0.22% 7,791 $689K Add +1.2%
CPAY Corpay Inc. 0.22% 2,023 $685K No change
ROL Rollins Inc. 0.19% 13,112 $608K Add +3.8%
IWD iShares Russell 1000 Value E 0.18% 3,000 $555K No change
ABT Abbott Laboratories 0.18% 4,871 $551K Add +0.9%
DORM Dorman Products Inc. 0.18% 4,242 $550K No change
KELYA Kelly Services Inc. Class A 0.17% 38,900 $542K Reduce -2.5%
ANSS Ansys Inc. 0.17% 1,591 $537K Reduce -4.4%
WDFC WD-40 Co. 0.17% 2,136 $518K No change
GGG Graco Inc. 0.16% 5,977 $504K No change
QCOM Qualcomm Inc. 0.16% 3,260 $501K Add +0.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.15% 2,200 $484K Reduce -1.1%
CSGP Costar Group Inc. 0.14% 6,303 $451K No change
SCI Service Corp. International 0.14% 5,635 $450K Reduce -1.9%
MASI Masimo Corp. 0.14% 2,650 $438K No change
MELI MercadoLibre Inc. 0.14% 255 $434K Add +6.3%
VWO Vanguard Ftse Emerging Marke 0.14% 9,819 $432K No change
AMAT Applied Materials Inc. 0.14% 2,642 $430K Add +8.2%
CSCO Cisco Systems Inc. 0.14% 7,246 $429K Reduce -7.4%
AOS Smith (a.o.) Corp. 0.14% 6,243 $426K No change
PAYX Paychex Inc. 0.13% 2,933 $411K Reduce -5.4%
PM Philip Morris International 0.13% 3,328 $400K Add +0.0%
NVDA Nvidia Corp. 0.12% 2,840 $381K No change
RTX RTX Corp. 0.12% 3,255 $377K Add +1.2%
SHOP Shopify Inc. Class A 0.12% 3,400 $362K No change
SLQD iShares 0-5 YR Inv GRD Corp. 0.11% 7,183 $357K Reduce -14.0%
TGT Target Corp. 0.11% 2,641 $357K Add +0.8%
BIP Brookfield Infrastructure Pa 0.11% 11,072 $352K Reduce -1.9%
A Agilent Technologies Inc. 0.11% 2,575 $346K No change
IVV iShares Core S&P 500 ETF 0.11% 575 $338K No change

Show all 125 holdings

Portfolio Sells Q3 2024 → Q4 2024
MMM 3M Co. Sold out 0.00% −0.92
LMT Lockheed Martin Corp. Reduce -10.0% 1.83% −0.59
GWRE Guidewire Software Inc. Reduce -16.9% 1.85% −0.54
HD Home Depot Inc. Reduce -9.7% 2.92% −0.41
UNH Unitedhealth Group Inc. Reduce -0.9% 2.31% −0.36
ORCL Oracle Corp. Reduce -16.9% 1.63% −0.35
JNJ Johnson & Johnson Reduce -3.0% 2.25% −0.32
PEP Pepsico Inc. Reduce -1.9% 1.94% −0.25
EOG EOG Resources Inc. Reduce -38.3% 0.37% −0.22
CRL Charles River Laboratories Reduce -9.3% 1.13% −0.18
CMCSA Comcast Corp. Class A Reduce -1.6% 1.55% −0.18
MSFT Microsoft Corp. Reduce -2.4% 4.30% −0.15
SO The Southern Co. Reduce -0.3% 1.67% −0.14
BRKR Bruker Corp. Reduce -3.5% 0.62% −0.13
KELYA Kelly Services Inc. Class A Reduce -2.5% 0.17% −0.10
WSO Watsco Inc. Reduce -2.1% 1.67% −0.08
GSK GSK PLC-Spon ADR Sold out 0.00% −0.08
LLY Eli Lilly & Co. Reduce -3.7% 0.42% −0.07
URI United Rentals Inc. Sold out 0.00% −0.07
NMM Navios Maritime Partners LP Sold out 0.00% −0.07
SGOV iShares 0-3 Month Treasury B Reduce -48.6% 0.07% −0.07
LOW Lowe's Cos Inc. Sold out 0.00% −0.07
BALL Ball Corp. Sold out 0.00% −0.06
SUI Sun Communities Inc. Sold out 0.00% −0.06
GNTX Gentex Corp. Reduce -2.4% 1.07% −0.05
APD Air Products & Chemicals Inc. Reduce -0.5% 1.68% −0.03
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.6% 3.20% −0.03
CVX Chevron Corp. Reduce -1.0% 2.04% −0.03
CF CF Industries Holdings Inc. Reduce -2.8% 0.98% −0.02
PLD Prologis Inc. Reduce -8.5% 0.07% −0.02
TYL Tyler Technologies Inc. Reduce -1.5% 1.25% −0.02
WY Weyerhaeuser Co. Reduce -0.7% 0.10% −0.02
SLQD iShares 0-5 YR Inv GRD Corp. Reduce -14.0% 0.11% −0.02
BIP Brookfield Infrastructure Pa Reduce -1.9% 0.11% −0.01
EA Electronic Arts Inc. Reduce -3.8% 1.55% −0.01
PG The Procter & Gamble Co. Reduce -0.0% 0.30% −0.01
IBM Intl Business Machines Corp. Reduce -1.1% 0.15% −0.00
ADVISOR MANAGED PORTFOLIOS Reduce -1.1% 0.07% −0.00
RSG Republic Services Inc. Reduce -1.3% 1.02% −0.00
PAYX Paychex Inc. Reduce -5.4% 0.13% −0.00
SCI Service Corp. International Reduce -1.9% 0.14% +0.00
AMLP Alerian MLP ETF Reduce -1.9% 0.09% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -2.8% 0.34% +0.00
TJX TJX Companies Inc. Reduce -2.5% 0.27% +0.00
ANSS Ansys Inc. Reduce -4.4% 0.17% +0.00
CSCO Cisco Systems Inc. Reduce -7.4% 0.14% +0.01
AZO AutoZone Inc. Reduce -1.8% 1.60% +0.02
COST Costco Wholesale Corp. Reduce -0.3% 0.42% +0.02
EVR Evercore Inc. Class A Reduce -3.1% 0.39% +0.03
BR Broadridge Financial Solutio Reduce -1.4% 0.61% +0.03

Portfolio Buys Q3 2024 → Q4 2024
CSX CSX Corp. New 0.75% +0.75
EMR Emerson Electric Co. New 0.68% +0.68
AMZN Amazon.com Inc. Add +14.6% 1.70% +0.45
GOOGL Alphabet Inc. Class A Add +4.9% 2.39% +0.42
ULTA Ulta Beauty Inc. Add +15.6% 1.68% +0.39
ROK Rockwell Automation Inc. Add +14.2% 1.44% +0.27
ROP Roper Technologies Inc. Add +13.1% 1.87% +0.12
GOOG Alphabet Inc. Class C Add +2.6% 0.73% +0.11
APH Amphenol Corp. Class A Add +0.7% 1.41% +0.11
VOO Vanguard S&P 500 ETF New 0.08% +0.08
IWP iShares Russell Mid-Cap Grow New 0.07% +0.07
YUM Yum! Brands Inc. New 0.07% +0.07
VTI VG Morningstar TS MKT ETF-US New 0.07% +0.07
BAC Bank of America Corp. Add +2.1% 0.40% +0.05
MA Mastercard Inc. Class A Add +0.6% 0.53% +0.04
CPRT Copart Inc. Add +2.3% 0.26% +0.03
ATO Atmos Energy Corp. Add +0.8% 0.85% +0.02
RPM RPM International Inc. Add +2.4% 0.23% +0.01
IWR iShares Russell Mid-Cap ETF Add +1.2% 0.22% +0.01
ACN Accenture PLC Class A Add +3.3% 0.07% +0.00
ABT Abbott Laboratories Add +0.9% 0.18% +0.00
PM Philip Morris International Add +0.0% 0.13% +0.00
MRK Merck & Co. Inc. Add +12.9% 0.10% 0.00
WDIV St STR SPD S&P Glo Div-US Inc. Add +3.1% 0.07% −0.00
RTX RTX Corp. Add +1.2% 0.12% −0.00
SITE Siteone Landscape Supply Inc. Add +8.5% 0.09% −0.00
ROL Rollins Inc. Add +3.8% 0.19% −0.01
QCOM Qualcomm Inc. Add +0.3% 0.16% −0.01
TGT Target Corp. Add +0.8% 0.11% −0.01
MELI MercadoLibre Inc. Add +6.3% 0.14% −0.02
XOM Exxon Mobil Corp. Add +0.8% 0.26% −0.02
AMAT Applied Materials Inc. Add +8.2% 0.14% −0.02
TSCO Tractor Supply Company Add +2.0% 0.42% −0.03
FANG Diamondback Energy Inc. Add +0.3% 1.04% −0.04
DINO HF Sinclair Corp. Add +15.7% 0.75% −0.07
ELS Equity Lifestyle Properties Add +0.1% 1.31% −0.08
TXN Texas Instruments Inc. Add +0.7% 1.83% −0.15
COO The Cooper Cos Inc. Add +0.3% 1.41% −0.26

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