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

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 Q4 2024 Q1 2025: $311.7M $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 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%
WFC Wells Fargo & Co. 0.11% 4,664 $335K Reduce -0.5%
IVV iShares Core S&P 500 ETF 0.11% 589 $331K Add +2.4%
BIP Brookfield Infrastructure Pa 0.11% 11,072 $330K No change
SHOP Shopify Inc. Class A 0.10% 3,400 $325K No change
TGT Target Corp. 0.10% 3,041 $317K Add +15.2%
WY Weyerhaeuser Co. 0.10% 10,726 $314K No change
A Agilent Technologies Inc. 0.10% 2,575 $301K No change
FND Floor & Decor Holdings Inc. Class A 0.09% 3,640 $293K Add +32.4%
RTX RTX Corp. 0.09% 2,199 $291K Reduce -32.4%
AMLP Alerian MLP ETF 0.09% 5,451 $283K Reduce -5.0%
NVDA Nvidia Corp. 0.09% 2,599 $282K Reduce -8.5%
MRK Merck & Co. Inc. 0.09% 3,047 $273K Reduce -0.8%
IWM iShares Russell 2000 ETF 0.08% 1,324 $264K Reduce -0.8%
YUM Yum! Brands Inc. 0.08% 1,503 $237K Reduce -3.9%
PLD Prologis Inc. 0.08% 2,115 $236K No change
SGOV iShares 0-3 Month Treasury B 0.07% 2,293 $231K No change
WDIV St STR SPD S&P Glo Div-US Inc. 0.07% 3,471 $226K Add +5.3%
TIP iShares Tips Bond ETF 0.07% 1,938 $215K No change
FIVE Five Below 0.07% 2,770 $208K No change
MSCI MSCI Inc. 0.07% 360 $204K No change
ISRG Intuitive Surgical Inc. 0.06% 405 $201K Reduce -1.9%

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

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