Buckhead Capital Management LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 4, 2025), Buckhead Capital Management LLC reported 128 stock positions worth $258.6 million. Its top holding was Microsoft (MSFT) at 5.5% of the portfolio, followed by Apple (AAPL, 4.5%) and Home Depot (HD, 3.4%). Compared with Q1 2025, it opened 9 new positions, sold out of 2, added to 21 and reduced 66. The biggest buy was a new position in Resmed (RMD) and the biggest sale an exit from Electronic Arts (EA).

Most Recent 13F
Q2 2026
Location
ATLANTA, GA
CIK
0001133999
Portfolio Value
$258.6M (Q2 2025)
SEC Filing
0001085146-25-004473 ↗ filed Aug 4, 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 Q1 2025 Q2 2025: $258.6M $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 128 stocks · $258.6M
MSFT Microsoft Corp. 5.54% 28,819 $14.3M Reduce -8.0%
AAPL Apple Inc. 4.51% 56,881 $11.7M Add +0.1%
HD Home Depot Inc. 3.35% 23,652 $8.7M Reduce -0.1%
AMZN Amazon.com Inc. 2.41% 28,407 $6.2M Add +16.1%
BRK.B Berkshire Hathaway Inc. Class B 2.39% 12,711 $6.2M Reduce -39.0%
GOOGL Alphabet Inc. Class A 2.22% 32,571 $5.7M Reduce -18.2%
GWRE Guidewire Software Inc. 2.15% 23,596 $5.6M Reduce -17.7%
V Visa Inc. Class A 1.99% 14,466 $5.1M Add +1.4%
JPM JPMorgan Chase & Co. 1.95% 17,417 $5.0M Reduce -40.9%
APH Amphenol Corp. Class A 1.92% 50,281 $5.0M Reduce -21.6%
UNH Unitedhealth Group Inc. 1.90% 15,764 $4.9M Add +7.5%
FISV Fiserv Inc. 1.89% 28,285 $4.9M Reduce -12.7%
TXN Texas Instruments Inc. 1.88% 23,419 $4.9M Reduce -30.5%
JNJ Johnson & Johnson 1.86% 31,565 $4.8M Reduce -36.5%
ROP Roper Technologies Inc. 1.86% 8,470 $4.8M Reduce -25.0%
AZO AutoZone Inc. 1.82% 1,269 $4.7M Reduce -19.3%
WSO Watsco Inc. 1.78% 10,438 $4.6M Reduce -6.3%
CASY Casey's General Stores Inc. 1.77% 8,989 $4.6M Reduce -24.4%
FTNT Fortinet Inc. 1.77% 43,269 $4.6M Add +6.2%
CVX Chevron Corp. 1.73% 31,239 $4.5M Reduce -29.8%
AON Aon PLC Class A 1.66% 12,036 $4.3M Reduce -12.8%
AXP American Express Co. 1.62% 13,157 $4.2M Add +0.3%
PEP Pepsico Inc. 1.60% 31,302 $4.1M Reduce -23.1%
RJF Raymond James Financial Inc. 1.59% 26,848 $4.1M Reduce -25.7%
TYL Tyler Technologies Inc. 1.56% 6,795 $4.0M Add +0.0%
ROK Rockwell Automation Inc. 1.50% 11,682 $3.9M Reduce -27.5%
SO The Southern Co. 1.50% 42,194 $3.9M Reduce -34.8%
BLK BlackRock Inc. 1.50% 3,686 $3.9M Reduce -28.4%
WMT Walmart Inc. 1.47% 38,844 $3.8M Reduce -14.5%
ULTA Ulta Beauty Inc. 1.46% 8,089 $3.8M Reduce -34.0%
COO The Cooper Cos Inc. 1.42% 51,562 $3.7M Reduce -2.2%
RSG Republic Services Inc. 1.42% 14,877 $3.7M Reduce -0.2%
LRCX Lam Research Corp. 1.26% 33,596 $3.3M Add +54.0%
CMCSA Comcast Corp. Class A 1.25% 90,907 $3.2M Reduce -30.4%
APD Air Products & Chemicals Inc. 1.25% 11,477 $3.2M Reduce -28.3%
AME Ametek Inc. 1.24% 17,790 $3.2M Reduce -22.1%
CPRT Copart Inc. 1.12% 58,928 $2.9M Add +309.6%
RMD Resmed Inc. 1.05% 10,546 $2.7M New
LULU Lululemon Athletica Inc. 1.03% 11,205 $2.7M Add +9.1%
ROL Rollins Inc. 1.03% 47,169 $2.7M Add +4.5%
ELS Equity Lifestyle Properties 1.03% 43,005 $2.7M Reduce -30.2%
ORCL Oracle Corp. 1.00% 11,850 $2.6M Reduce -53.5%
CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC 0.97% 27,268 $2.5M Reduce -30.6%
DINO HF Sinclair Corp. 0.95% 59,992 $2.5M Reduce -16.2%
BRKR Bruker Corp. 0.95% 59,348 $2.4M Add +74.3%
ICLR Icon PLC 0.91% 16,219 $2.4M Add +125.5%
FANG Diamondback Energy Inc. 0.86% 16,269 $2.2M Reduce -28.6%
GOOG Alphabet Inc. Class C 0.81% 11,821 $2.1M Reduce -2.4%
YUM Yum! Brands Inc. 0.74% 12,830 $1.9M Add +753.6%
MA Mastercard Inc. Class A 0.65% 2,981 $1.7M Reduce -0.3%
PNC PNC Financial Services Group 0.62% 8,665 $1.6M Reduce -40.3%
IGSB iShares 1-5Y Inv Grade Corp. 0.59% 29,004 $1.5M Reduce -0.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.53% 2,231 $1.4M Add +19.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.51% 28,035 $1.3M Reduce -0.4%
SPSC SPS Commerce Inc. 0.49% 9,343 $1.3M New
COST Costco Wholesale Corp. 0.49% 1,278 $1.3M Reduce -1.5%
LMT Lockheed Martin Corp. 0.47% 2,607 $1.2M Reduce -78.0%
EVR Evercore Inc. Class A 0.46% 4,407 $1.2M No change
LLY Eli Lilly & Co. 0.45% 1,509 $1.2M Reduce -0.9%
ATO Atmos Energy Corp. 0.39% 6,612 $1.0M Reduce -65.8%
CME Cme Group Inc. 0.37% 3,439 $948K Reduce -62.4%
PG The Procter & Gamble Co. 0.34% 5,596 $892K Reduce -3.8%
IT Gartner Inc. 0.33% 2,130 $861K No change
EMR Emerson Electric Co. 0.32% 6,239 $832K Reduce -64.3%
BDX Becton Dickinson and Co. 0.32% 4,808 $828K Reduce -58.4%
CSX CSX Corp. 0.32% 25,029 $817K Reduce -65.6%
XOM Exxon Mobil Corp. 0.30% 7,223 $779K Reduce -3.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.28% 5,935 $733K Reduce -1.9%
IWR iShares Russell Mid-Cap ETF 0.28% 7,791 $717K No change
BR Broadridge Financial Solutio 0.27% 2,873 $698K Reduce -66.9%
CPAY Corpay Inc. 0.26% 2,023 $671K No change
MELI MercadoLibre Inc. 0.26% 255 $666K No change
RPM RPM International Inc. 0.25% 5,910 $649K Add +0.2%
ABT Abbott Laboratories 0.24% 4,479 $609K Reduce -2.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.23% 2,004 $591K Reduce -1.2%
PM Philip Morris International 0.22% 3,158 $575K Reduce -0.8%
THG Hanover Insurance Group Inc./ 0.22% 3,360 $571K Reduce -80.7%
ANSS Ansys Inc. 0.22% 1,591 $559K No change
MO Altria Group Inc. 0.21% 9,229 $541K Reduce -78.5%
IWD iShares Russell 1000 Value E 0.21% 2,750 $534K Reduce -8.3%
DORM Dorman Products Inc. 0.20% 4,242 $520K No change
VWO Vanguard Ftse Emerging Marke 0.20% 10,445 $517K Reduce -0.6%
GGG Graco Inc. 0.20% 5,977 $514K No change
CSGP Costar Group Inc. 0.20% 6,303 $507K No change
CSCO Cisco Systems Inc. 0.19% 7,177 $498K Reduce -0.9%
WDFC WD-40 Co. 0.19% 2,136 $487K No change
AMAT Applied Materials Inc. 0.18% 2,612 $478K No change
TSCO Tractor Supply Company 0.18% 8,985 $474K Reduce -64.0%
QCOM Qualcomm Inc. 0.18% 2,885 $459K Add +0.2%
SHY iShares 1-3 Year Treasury Bo 0.18% 5,543 $459K Reduce -2.9%
SCI Service Corp. International 0.18% 5,635 $459K No change
KELYA Kelly Services Inc. Class A 0.18% 38,900 $456K No change
SLQD iShares 0-5 YR Inv GRD Corp. 0.17% 8,931 $452K Add +20.7%
MASI Masimo Corp. 0.17% 2,650 $446K No change
NVDA Nvidia Corp. 0.16% 2,627 $415K Add +1.1%
AOS Smith (a.o.) Corp. 0.16% 6,243 $409K No change
SHOP Shopify Inc. Class A 0.15% 3,400 $392K No change
VOO Vanguard S&P 500 ETF 0.15% 666 $378K No change
WFC Wells Fargo & Co. 0.14% 4,664 $374K No change
PAYX Paychex Inc. 0.14% 2,552 $371K Reduce -1.3%
BIP Brookfield Infrastructure Pa 0.14% 11,072 $371K No change
IVV iShares Core S&P 500 ETF 0.14% 590 $366K Add +0.2%
GLD SPDR Gold Shares 0.14% 1,198 $365K No change
FIVE Five Below 0.14% 2,770 $363K No change
KO The Coca-Cola Co. 0.14% 5,133 $363K No change
GNTX Gentex Corp. 0.13% 15,221 $335K Reduce -90.4%
RTX RTX Corp. 0.12% 2,199 $321K No change
A Agilent Technologies Inc. 0.12% 2,575 $304K No change
QQQ Invesco QQQ Trust Series 1 0.12% 546 $301K New
IWM iShares Russell 2000 ETF 0.11% 1,324 $286K No change
TGT Target Corp. 0.11% 2,885 $285K Reduce -5.1%
SITE Siteone Landscape Supply Inc. 0.11% 2,306 $279K Reduce -20.3%
WY Weyerhaeuser Co. 0.11% 10,726 $276K No change
WDIV St STR SPD S&P Glo Div-US Inc. 0.10% 3,666 $259K Add +5.6%
AMLP Alerian MLP ETF 0.10% 5,200 $254K Reduce -4.6%
VST Vistra Corp. 0.10% 1,300 $252K New
MRK Merck & Co. Inc. 0.09% 3,047 $241K No change
SGOV iShares 0-3 Month Treasury B 0.09% 2,293 $231K No change
PLD Prologis Inc. 0.09% 2,115 $222K No change
IWP iShares Russell Mid-Cap Grow 0.09% 1,600 $222K New
ISRG Intuitive Surgical Inc. 0.09% 405 $220K No change
URI United Rentals Inc. 0.08% 290 $218K New
VTI VG Morningstar TS MKT ETF-US 0.08% 703 $214K New
TIP iShares Tips Bond ETF 0.08% 1,938 $213K No change
FND Floor & Decor Holdings Inc. Class A 0.08% 2,750 $209K Reduce -24.4%
MSCI MSCI Inc. 0.08% 360 $208K No change
VEA Vanguard Ftse Developed ETF 0.08% 3,625 $207K New
IGIB iShares 5-10Y Inv Grade Corp. 0.08% 3,814 $203K New

Portfolio Sells Q1 2025 → Q2 2025
EA Electronic Arts Inc. Sold out 0.00% −1.88
LMT Lockheed Martin Corp. Reduce -78.0% 0.47% −1.23
BRK.B Berkshire Hathaway Inc. Class B Reduce -39.0% 2.39% −1.17
GNTX Gentex Corp. Reduce -90.4% 0.13% −1.05
CRL Charles River Laboratories Sold out 0.00% −0.89
JNJ Johnson & Johnson Reduce -36.5% 1.86% −0.78
THG Hanover Insurance Group Inc./ Reduce -80.7% 0.22% −0.75
CVX Chevron Corp. Reduce -29.8% 1.73% −0.66
MO Altria Group Inc. Reduce -78.5% 0.21% −0.62
ATO Atmos Energy Corp. Reduce -65.8% 0.39% −0.56
BDX Becton Dickinson and Co. Reduce -58.4% 0.32% −0.53
CME Cme Group Inc. Reduce -62.4% 0.37% −0.41
SO The Southern Co. Reduce -34.8% 1.50% −0.41
FISV Fiserv Inc. Reduce -12.7% 1.89% −0.41
BR Broadridge Financial Solutio Reduce -66.9% 0.27% −0.41
CSX CSX Corp. Reduce -65.6% 0.32% −0.37
JPM JPMorgan Chase & Co. Reduce -40.9% 1.95% −0.37
PEP Pepsico Inc. Reduce -23.1% 1.60% −0.36
FANG Diamondback Energy Inc. Reduce -28.6% 0.86% −0.30
ELS Equity Lifestyle Properties Reduce -30.2% 1.03% −0.29
EMR Emerson Electric Co. Reduce -64.3% 0.32% −0.29
CMCSA Comcast Corp. Class A Reduce -30.4% 1.25% −0.29
ROP Roper Technologies Inc. Reduce -25.0% 1.86% −0.28
APD Air Products & Chemicals Inc. Reduce -28.3% 1.25% −0.26
TSCO Tractor Supply Company Reduce -64.0% 0.18% −0.26
PNC PNC Financial Services Group Reduce -40.3% 0.62% −0.19
ORCL Oracle Corp. Reduce -53.5% 1.00% −0.14
AON Aon PLC Class A Reduce -12.8% 1.66% −0.11
AZO AutoZone Inc. Reduce -19.3% 1.82% −0.10
BLK BlackRock Inc. Reduce -28.4% 1.50% −0.07
TXN Texas Instruments Inc. Reduce -30.5% 1.88% −0.06
WSO Watsco Inc. Reduce -6.3% 1.78% −0.03
RJF Raymond James Financial Inc. Reduce -25.7% 1.59% −0.02
AME Ametek Inc. Reduce -22.1% 1.24% −0.02
CF CF Industries Holdings Inc. Reduce -30.6% 0.97% −0.01
FND Floor & Decor Holdings Inc. Class A Reduce -24.4% 0.08% −0.01
COO The Cooper Cos Inc. Reduce -2.2% 1.42% −0.01
SITE Siteone Landscape Supply Inc. Reduce -20.3% 0.11% −0.00
AMLP Alerian MLP ETF Reduce -4.6% 0.10% +0.01
TGT Target Corp. Reduce -5.1% 0.11% +0.01
XOM Exxon Mobil Corp. Reduce -3.9% 0.30% +0.01
PAYX Paychex Inc. Reduce -1.3% 0.14% +0.02
ULTA Ulta Beauty Inc. Reduce -34.0% 1.46% +0.02
IWD iShares Russell 1000 Value E Reduce -8.3% 0.21% +0.03
SHY iShares 1-3 Year Treasury Bo Reduce -2.9% 0.18% +0.03
PG The Procter & Gamble Co. Reduce -3.8% 0.34% +0.03
ABT Abbott Laboratories Reduce -2.0% 0.24% +0.04
TJX TJX Companies Inc. Reduce -1.9% 0.28% +0.05
VWO Vanguard Ftse Emerging Marke Reduce -0.6% 0.20% +0.05
CSCO Cisco Systems Inc. Reduce -0.9% 0.19% +0.05

Portfolio Buys Q1 2025 → Q2 2025
RMD Resmed Inc. New 1.05% +1.05
AMZN Amazon.com Inc. Add +16.1% 2.41% +0.92
CPRT Copart Inc. Add +309.6% 1.12% +0.86
LRCX Lam Research Corp. Add +54.0% 1.26% +0.76
YUM Yum! Brands Inc. Add +753.6% 0.74% +0.66
FTNT Fortinet Inc. Add +6.2% 1.77% +0.51
ICLR Icon PLC Add +125.5% 0.91% +0.51
SPSC SPS Commerce Inc. New 0.49% +0.49
AXP American Express Co. Add +0.3% 1.62% +0.49
BRKR Bruker Corp. Add +74.3% 0.95% +0.49
AAPL Apple Inc. Add +0.1% 4.51% +0.46
V Visa Inc. Class A Add +1.4% 1.99% +0.38
TYL Tyler Technologies Inc. Add +0.0% 1.56% +0.29
ROL Rollins Inc. Add +4.5% 1.03% +0.25
SPY SS SPDR S&P 500 ETF Trust-US Add +19.4% 0.53% +0.20
QQQ Invesco QQQ Trust Series 1 New 0.12% +0.12
VST Vistra Corp. New 0.10% +0.10
LULU Lululemon Athletica Inc. Add +9.1% 1.03% +0.10
IWP iShares Russell Mid-Cap Grow New 0.09% +0.09
URI United Rentals Inc. New 0.08% +0.08
VTI VG Morningstar TS MKT ETF-US New 0.08% +0.08
VEA Vanguard Ftse Developed ETF New 0.08% +0.08
IGIB iShares 5-10Y Inv Grade Corp. New 0.08% +0.08
NVDA Nvidia Corp. Add +1.1% 0.16% +0.07
SLQD iShares 0-5 YR Inv GRD Corp. Add +20.7% 0.17% +0.06
QCOM Qualcomm Inc. Add +0.2% 0.18% +0.04
IVV iShares Core S&P 500 ETF Add +0.2% 0.14% +0.04
RPM RPM International Inc. Add +0.2% 0.25% +0.03
WDIV St STR SPD S&P Glo Div-US Inc. Add +5.6% 0.10% +0.03
UNH Unitedhealth Group Inc. Add +7.5% 1.90% −0.56

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