Buckhead Capital Management LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 5, 2025), Buckhead Capital Management LLC reported 121 stock positions worth $311.7 million. Its top holding was Apple (AAPL) at 4.0% of the portfolio, followed by Microsoft (MSFT, 3.8%) and Berkshire Hathaway Class B (BRK.B, 3.6%). Compared with Q4 2024, it opened 4 new positions, sold out of 8, added to 57 and reduced 34. The biggest buy was Rollins (ROL, shares +244%) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001133999
- Portfolio Value
- $311.7M (Q1 2025)
- SEC Filing
- 0001085146-25-002593 ↗ filed May 5, 2025
Holdings Value
Holdings 121 stocks · $311.7M
| AAPL Apple Inc. | 4.05% | 56,817 | $12.6M | Reduce -2.1% |
| MSFT Microsoft Corp. | 3.77% | 31,333 | $11.8M | Reduce -1.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.56% | 20,828 | $11.1M | Reduce -5.7% |
| HD Home Depot Inc. | 2.78% | 23,670 | $8.7M | Add +0.7% |
| JNJ Johnson & Johnson | 2.64% | 49,685 | $8.2M | Add +1.9% |
| UNH Unitedhealth Group Inc. | 2.46% | 14,668 | $7.7M | Add +2.6% |
| CVX Chevron Corp. | 2.39% | 44,497 | $7.4M | Add +0.9% |
| JPM JPMorgan Chase & Co. | 2.32% | 29,454 | $7.2M | Add +0.0% |
| FISV Fiserv Inc. | 2.29% | 32,391 | $7.2M | Reduce -9.4% |
| ROP Roper Technologies Inc. | 2.14% | 11,291 | $6.7M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 1.98% | 39,831 | $6.2M | Add +0.8% |
| PEP Pepsico Inc. | 1.96% | 40,729 | $6.1M | Add +1.8% |
| TXN Texas Instruments Inc. | 1.94% | 33,678 | $6.1M | Add +10.2% |
| AZO AutoZone Inc. | 1.92% | 1,573 | $6.0M | Add +0.9% |
| SO The Southern Co. | 1.91% | 64,735 | $6.0M | Add +2.1% |
| EA Electronic Arts Inc. | 1.88% | 40,590 | $5.9M | Add +22.5% |
| WSO Watsco Inc. | 1.82% | 11,138 | $5.7M | Add +0.8% |
| AON Aon PLC Class A | 1.77% | 13,810 | $5.5M | Add +0.9% |
| GWRE Guidewire Software Inc. | 1.72% | 28,657 | $5.4M | Reduce -16.6% |
| LMT Lockheed Martin Corp. | 1.70% | 11,854 | $5.3M | Add +0.7% |
| CASY Casey's General Stores Inc. | 1.65% | 11,882 | $5.2M | Add +0.9% |
| RJF Raymond James Financial Inc. | 1.61% | 36,150 | $5.0M | Add +0.9% |
| V Visa Inc. Class A | 1.60% | 14,269 | $5.0M | Add +1.1% |
| BLK BlackRock Inc. | 1.56% | 5,152 | $4.9M | Add +0.5% |
| CMCSA Comcast Corp. Class A | 1.55% | 130,582 | $4.8M | Add +1.0% |
| APD Air Products & Chemicals Inc. | 1.51% | 16,005 | $4.7M | Reduce -11.9% |
| AMZN Amazon.com Inc. | 1.49% | 24,459 | $4.7M | Add +1.1% |
| ULTA Ulta Beauty Inc. | 1.44% | 12,251 | $4.5M | Add +1.4% |
| COO The Cooper Cos Inc. | 1.43% | 52,711 | $4.4M | Add +9.5% |
| APH Amphenol Corp. Class A | 1.35% | 64,169 | $4.2M | Add +1.1% |
| ROK Rockwell Automation Inc. | 1.34% | 16,122 | $4.2M | Add +2.2% |
| ELS Equity Lifestyle Properties | 1.32% | 61,603 | $4.1M | Reduce -0.2% |
| WMT Walmart Inc. | 1.28% | 45,443 | $4.0M | Reduce -21.5% |
| TYL Tyler Technologies Inc. | 1.27% | 6,794 | $3.9M | Add +0.0% |
| AME Ametek Inc. | 1.26% | 22,830 | $3.9M | Add +0.3% |
| FTNT Fortinet Inc. | 1.26% | 40,737 | $3.9M | Reduce -19.4% |
| GNTX Gentex Corp. | 1.18% | 158,227 | $3.7M | Add +35.7% |
| FANG Diamondback Energy Inc. | 1.17% | 22,785 | $3.6M | Add +14.9% |
| RSG Republic Services Inc. | 1.16% | 14,911 | $3.6M | Reduce -5.5% |
| ORCL Oracle Corp. | 1.14% | 25,510 | $3.6M | Reduce -16.8% |
| AXP American Express Co. | 1.13% | 13,117 | $3.5M | Reduce -7.8% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.99% | 39,294 | $3.1M | Add +9.6% |
| THG Hanover Insurance Group Inc./ | 0.97% | 17,440 | $3.0M | Add +0.6% |
| ATO Atmos Energy Corp. | 0.96% | 19,309 | $3.0M | Add +0.8% |
| LULU Lululemon Athletica Inc. | 0.93% | 10,273 | $2.9M | Add +2.9% |
| CRL Charles River Laboratories | 0.89% | 18,487 | $2.8M | Reduce -3.5% |
| BDX Becton Dickinson and Co. | 0.85% | 11,553 | $2.6M | Add +31.2% |
| MO Altria Group Inc. | 0.83% | 42,954 | $2.6M | Reduce -1.6% |
| PNC PNC Financial Services Group | 0.82% | 14,515 | $2.6M | Add +0.6% |
| ROL Rollins Inc. | 0.78% | 45,146 | $2.4M | Add +244.3% |
| CME Cme Group Inc. | 0.78% | 9,154 | $2.4M | Add +1.9% |
| DINO HF Sinclair Corp. | 0.75% | 71,558 | $2.4M | Add +6.3% |
| CSX CSX Corp. | 0.69% | 72,784 | $2.1M | Add +0.5% |
| BR Broadridge Financial Solutio | 0.68% | 8,688 | $2.1M | Add +2.3% |
| EMR Emerson Electric Co. | 0.61% | 17,454 | $1.9M | Add +1.8% |
| GOOG Alphabet Inc. Class C | 0.61% | 12,109 | $1.9M | Add +0.4% |
| MA Mastercard Inc. Class A | 0.53% | 2,990 | $1.6M | Reduce -4.8% |
| LRCX Lam Research Corp. | 0.51% | 21,823 | $1.6M | New |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.49% | 29,069 | $1.5M | New |
| BRKR Bruker Corp. | 0.46% | 34,060 | $1.4M | Add +3.2% |
| TSCO Tractor Supply Company | 0.44% | 24,976 | $1.4M | Add +2.0% |
| ICLR Icon PLC | 0.40% | 7,192 | $1.3M | New |
| LLY Eli Lilly & Co. | 0.40% | 1,523 | $1.3M | Reduce -10.2% |
| COST Costco Wholesale Corp. | 0.39% | 1,298 | $1.2M | Reduce -9.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.38% | 28,135 | $1.2M | Reduce -0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 1,868 | $1.0M | Add +4.3% |
| PG The Procter & Gamble Co. | 0.32% | 5,816 | $991K | Add +4.7% |
| XOM Exxon Mobil Corp. | 0.29% | 7,518 | $894K | Add +1.3% |
| IT Gartner Inc. | 0.29% | 2,130 | $894K | No change |
| EVR Evercore Inc. Class A | 0.28% | 4,407 | $880K | No change |
| CPRT Copart Inc. | 0.26% | 14,386 | $814K | Add +0.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.24% | 6,050 | $737K | Reduce -12.4% |
| CPAY Corpay Inc. | 0.23% | 2,023 | $705K | No change |
| RPM RPM International Inc. | 0.22% | 5,896 | $682K | Add +1.5% |
| IWR iShares Russell Mid-Cap ETF | 0.21% | 7,791 | $663K | No change |
| ABT Abbott Laboratories | 0.19% | 4,571 | $606K | Reduce -6.2% |
| IWD iShares Russell 1000 Value E | 0.18% | 3,000 | $564K | No change |
| WDFC WD-40 Co. | 0.17% | 2,136 | $521K | No change |
| KELYA Kelly Services Inc. Class A | 0.16% | 38,900 | $512K | No change |
| DORM Dorman Products Inc. | 0.16% | 4,242 | $511K | No change |
| PM Philip Morris International | 0.16% | 3,183 | $505K | Reduce -4.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 2,029 | $505K | Reduce -7.8% |
| ANSS Ansys Inc. | 0.16% | 1,591 | $504K | No change |
| CSGP Costar Group Inc. | 0.16% | 6,303 | $499K | No change |
| GGG Graco Inc. | 0.16% | 5,977 | $499K | No change |
| MELI MercadoLibre Inc. | 0.16% | 255 | $497K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.15% | 10,512 | $476K | Add +7.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.15% | 5,708 | $472K | New |
| SCI Service Corp. International | 0.14% | 5,635 | $452K | No change |
| CSCO Cisco Systems Inc. | 0.14% | 7,246 | $447K | No change |
| QCOM Qualcomm Inc. | 0.14% | 2,880 | $442K | Reduce -11.7% |
| MASI Masimo Corp. | 0.14% | 2,650 | $441K | No change |
| AOS Smith (a.o.) Corp. | 0.13% | 6,243 | $408K | No change |
| PAYX Paychex Inc. | 0.13% | 2,586 | $399K | Reduce -11.8% |
| AMAT Applied Materials Inc. | 0.12% | 2,612 | $379K | Reduce -1.1% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.12% | 7,397 | $372K | Add +3.0% |
| KO The Coca-Cola Co. | 0.12% | 5,133 | $368K | Reduce -0.3% |
| SITE Siteone Landscape Supply Inc. | 0.11% | 2,893 | $351K | Add +29.7% |
| GLD SPDR Gold Shares | 0.11% | 1,198 | $345K | No change |
| VOO Vanguard S&P 500 ETF | 0.11% | 666 | $342K | Add +39.9% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -2.1% | 4.05% | −0.60 |
| MSFT Microsoft Corp. | Reduce -1.8% | 3.77% | −0.53 |
| ORCL Oracle Corp. | Reduce -16.8% | 1.14% | −0.49 |
| WMT Walmart Inc. | Reduce -21.5% | 1.28% | −0.39 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.37 |
| FTNT Fortinet Inc. | Reduce -19.4% | 1.26% | −0.27 |
| CRL Charles River Laboratories | Reduce -3.5% | 0.89% | −0.24 |
| AXP American Express Co. | Reduce -7.8% | 1.13% | −0.22 |
| APD Air Products & Chemicals Inc. | Reduce -11.9% | 1.51% | −0.17 |
| GWRE Guidewire Software Inc. | Reduce -16.6% | 1.72% | −0.13 |
| CGNX Cognex Corp. | Sold out | 0.00% | −0.09 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.08 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.07 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.07 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −0.07 |
| ADVISOR MANAGED PORTFOLIOS | Sold out | 0.00% | −0.07 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.07 |
| FISV Fiserv Inc. | Reduce -9.4% | 2.29% | −0.05 |
| NVDA Nvidia Corp. | Reduce -8.5% | 0.09% | −0.03 |
| TJX TJX Companies Inc. | Reduce -12.4% | 0.24% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -9.9% | 0.39% | −0.03 |
| RTX RTX Corp. | Reduce -32.4% | 0.09% | −0.03 |
| BAC Bank of America Corp. | Reduce -0.2% | 0.38% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -11.7% | 0.14% | −0.02 |
| AMAT Applied Materials Inc. | Reduce -1.1% | 0.12% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -10.2% | 0.40% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -0.8% | 0.09% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -0.8% | 0.08% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -1.9% | 0.06% | −0.00 |
| PAYX Paychex Inc. | Reduce -11.8% | 0.13% | −0.00 |
| MA Mastercard Inc. Class A | Reduce -4.8% | 0.53% | −0.00 |
| WFC Wells Fargo & Co. | Reduce -0.5% | 0.11% | +0.00 |
| AMLP Alerian MLP ETF | Reduce -5.0% | 0.09% | +0.00 |
| ELS Equity Lifestyle Properties | Reduce -0.2% | 1.32% | +0.00 |
| IBM Intl Business Machines Corp. | Reduce -7.8% | 0.16% | +0.01 |
| YUM Yum! Brands Inc. | Reduce -3.9% | 0.08% | +0.01 |
| KO The Coca-Cola Co. | Reduce -0.3% | 0.12% | +0.02 |
| ABT Abbott Laboratories | Reduce -6.2% | 0.19% | +0.02 |
| PM Philip Morris International | Reduce -4.4% | 0.16% | +0.03 |
| MO Altria Group Inc. | Reduce -1.6% | 0.83% | +0.10 |
| RSG Republic Services Inc. | Reduce -5.5% | 1.16% | +0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.7% | 3.56% | +0.36 |
Portfolio Buys Q4 2024 → Q1 2025
| ROL Rollins Inc. | Add +244.3% | 0.78% | +0.59 |
| LRCX Lam Research Corp. | New | 0.51% | +0.51 |
| IGSB iShares 1-5Y Inv Grade Corp. | New | 0.49% | +0.49 |
| ICLR Icon PLC | New | 0.40% | +0.40 |
| JNJ Johnson & Johnson | Add +1.9% | 2.64% | +0.39 |
| CVX Chevron Corp. | Add +0.9% | 2.39% | +0.35 |
| EA Electronic Arts Inc. | Add +22.5% | 1.88% | +0.33 |
| AZO AutoZone Inc. | Add +0.9% | 1.92% | +0.33 |
| ROP Roper Technologies Inc. | Add +0.2% | 2.14% | +0.26 |
| SO The Southern Co. | Add +2.1% | 1.91% | +0.24 |
| BDX Becton Dickinson and Co. | Add +31.2% | 0.85% | +0.21 |
| AON Aon PLC Class A | Add +0.9% | 1.77% | +0.20 |
| V Visa Inc. Class A | Add +1.1% | 1.60% | +0.18 |
| CASY Casey's General Stores Inc. | Add +0.9% | 1.65% | +0.16 |
| UNH Unitedhealth Group Inc. | Add +2.6% | 2.46% | +0.15 |
| SHY iShares 1-3 Year Treasury Bo | New | 0.15% | +0.15 |
| WSO Watsco Inc. | Add +0.8% | 1.82% | +0.14 |
| FANG Diamondback Energy Inc. | Add +14.9% | 1.17% | +0.13 |
| THG Hanover Insurance Group Inc./ | Add +0.6% | 0.97% | +0.12 |
| CME Cme Group Inc. | Add +1.9% | 0.78% | +0.11 |
| GNTX Gentex Corp. | Add +35.7% | 1.18% | +0.11 |
| TXN Texas Instruments Inc. | Add +10.2% | 1.94% | +0.11 |
| ATO Atmos Energy Corp. | Add +0.8% | 0.96% | +0.10 |
| BR Broadridge Financial Solutio | Add +2.3% | 0.68% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +0.0% | 2.32% | +0.06 |
| XOM Exxon Mobil Corp. | Add +1.3% | 0.29% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +39.9% | 0.11% | +0.03 |
| TSCO Tractor Supply Company | Add +2.0% | 0.44% | +0.03 |
| PG The Procter & Gamble Co. | Add +4.7% | 0.32% | +0.02 |
| SITE Siteone Landscape Supply Inc. | Add +29.7% | 0.11% | +0.02 |
| TYL Tyler Technologies Inc. | Add +0.0% | 1.27% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +7.1% | 0.15% | +0.01 |
| PEP Pepsico Inc. | Add +1.8% | 1.96% | +0.01 |
| COO The Cooper Cos Inc. | Add +9.5% | 1.43% | +0.01 |
| CF CF Industries Holdings Inc. | Add +9.6% | 0.99% | +0.01 |
| WDIV St STR SPD S&P Glo Div-US Inc. | Add +5.3% | 0.07% | +0.01 |
| FND Floor & Decor Holdings Inc. Class A | Add +32.4% | 0.09% | +0.01 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Add +3.0% | 0.12% | +0.01 |
| DINO HF Sinclair Corp. | Add +6.3% | 0.75% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.3% | 0.34% | −0.00 |
| CPRT Copart Inc. | Add +0.6% | 0.26% | −0.00 |
| IVV iShares Core S&P 500 ETF | Add +2.4% | 0.11% | −0.00 |
| CMCSA Comcast Corp. Class A | Add +1.0% | 1.55% | −0.01 |
| RPM RPM International Inc. | Add +1.5% | 0.22% | −0.01 |
| TGT Target Corp. | Add +15.2% | 0.10% | −0.01 |
| AME Ametek Inc. | Add +0.3% | 1.26% | −0.05 |
| APH Amphenol Corp. Class A | Add +1.1% | 1.35% | −0.06 |
| CSX CSX Corp. | Add +0.5% | 0.69% | −0.06 |
| EMR Emerson Electric Co. | Add +1.8% | 0.61% | −0.07 |
| PNC PNC Financial Services Group | Add +0.6% | 0.82% | −0.07 |
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 |