Buckhead Capital Management LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 9, 2025), Buckhead Capital Management LLC reported 127 stock positions worth $275.1 million. Its top holding was Microsoft (MSFT) at 5.5% of the portfolio, followed by Apple (AAPL, 4.8%) and Home Depot (HD, 3.5%). Compared with Q2 2025, it opened 8 new positions, sold out of 9, added to 63 and reduced 32. The biggest buy was SPS Commerce (SPSC, shares +285%) and the biggest sale an exit from Comcast Class A (CMCSA).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001133999
- Portfolio Value
- $275.1M (Q3 2025)
- SEC Filing
- 0001085146-25-005861 ↗ filed Oct 9, 2025
Holdings Value
Holdings 127 stocks · $275.1M
| MSFT Microsoft Corp. | 5.54% | 29,439 | $15.2M | Add +2.1% |
| AAPL Apple Inc. | 4.79% | 51,733 | $13.2M | Reduce -9.1% |
| HD Home Depot Inc. | 3.48% | 23,637 | $9.6M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 2.89% | 32,691 | $7.9M | Add +0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.35% | 12,838 | $6.5M | Add +1.0% |
| AMZN Amazon.com Inc. | 2.33% | 29,238 | $6.4M | Add +2.9% |
| JNJ Johnson & Johnson | 2.15% | 31,867 | $5.9M | Add +1.0% |
| UNH Unitedhealth Group Inc. | 2.13% | 16,967 | $5.9M | Add +7.6% |
| JPM JPMorgan Chase & Co. | 2.00% | 17,470 | $5.5M | Add +0.3% |
| AZO AutoZone Inc. | 1.99% | 1,277 | $5.5M | Add +0.6% |
| GWRE Guidewire Software Inc. | 1.99% | 23,817 | $5.5M | Add +0.9% |
| APH Amphenol Corp. Class A | 1.96% | 43,530 | $5.4M | Reduce -13.4% |
| PEP Pepsico Inc. | 1.86% | 36,508 | $5.1M | Add +16.6% |
| V Visa Inc. Class A | 1.83% | 14,722 | $5.0M | Add +1.8% |
| CASY Casey's General Stores Inc. | 1.80% | 8,750 | $4.9M | Reduce -2.7% |
| CVX Chevron Corp. | 1.77% | 31,320 | $4.9M | Add +0.3% |
| FTNT Fortinet Inc. | 1.74% | 56,856 | $4.8M | Add +31.4% |
| RJF Raymond James Financial Inc. | 1.68% | 26,812 | $4.6M | Reduce -0.1% |
| LRCX Lam Research Corp. | 1.65% | 33,924 | $4.5M | Add +1.0% |
| AXP American Express Co. | 1.60% | 13,271 | $4.4M | Add +0.9% |
| ROP Roper Technologies Inc. | 1.58% | 8,728 | $4.4M | Add +3.0% |
| WSO Watsco Inc. | 1.58% | 10,737 | $4.3M | Add +2.9% |
| AON Aon PLC Class A | 1.57% | 12,151 | $4.3M | Add +1.0% |
| BLK BlackRock Inc. | 1.57% | 3,712 | $4.3M | Add +0.7% |
| TXN Texas Instruments Inc. | 1.57% | 23,526 | $4.3M | Add +0.5% |
| FISV Fiserv Inc. | 1.57% | 33,434 | $4.3M | Add +18.2% |
| COO The Cooper Cos Inc. | 1.47% | 58,930 | $4.0M | Add +14.3% |
| SO The Southern Co. | 1.47% | 42,616 | $4.0M | Add +1.0% |
| ULTA Ulta Beauty Inc. | 1.46% | 7,346 | $4.0M | Reduce -9.2% |
| SPSC SPS Commerce Inc. | 1.36% | 35,945 | $3.7M | Add +284.7% |
| TYL Tyler Technologies Inc. | 1.33% | 6,996 | $3.7M | Add +3.0% |
| WMT Walmart Inc. | 1.30% | 34,619 | $3.6M | Reduce -10.9% |
| ELS Equity Lifestyle Properties | 1.29% | 58,678 | $3.6M | Add +36.4% |
| RSG Republic Services Inc. | 1.26% | 15,060 | $3.5M | Add +1.2% |
| AME Ametek Inc. | 1.23% | 18,030 | $3.4M | Add +1.4% |
| ROK Rockwell Automation Inc. | 1.20% | 9,421 | $3.3M | Reduce -19.4% |
| APD Air Products & Chemicals Inc. | 1.19% | 12,019 | $3.3M | Add +4.7% |
| CPRT Copart Inc. | 1.19% | 72,847 | $3.3M | Add +23.6% |
| ORCL Oracle Corp. | 1.18% | 11,532 | $3.2M | Reduce -2.7% |
| DINO HF Sinclair Corp. | 1.15% | 60,586 | $3.2M | Add +1.0% |
| ICLR Icon PLC | 1.12% | 17,547 | $3.1M | Add +8.2% |
| RMD Resmed Inc. | 1.11% | 11,186 | $3.1M | Add +6.1% |
| RPM RPM International Inc. | 1.09% | 25,421 | $3.0M | Add +330.1% |
| GOOG Alphabet Inc. Class C | 1.07% | 12,045 | $2.9M | Add +1.9% |
| ROL Rollins Inc. | 1.01% | 47,410 | $2.8M | Add +0.5% |
| FANG Diamondback Energy Inc. | 0.95% | 18,184 | $2.6M | Add +11.8% |
| YUM Yum! Brands Inc. | 0.85% | 15,311 | $2.3M | Add +19.3% |
| TSCO Tractor Supply Company | 0.76% | 36,863 | $2.1M | Add +310.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.64% | 33,407 | $1.8M | Add +15.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.63% | 2,587 | $1.7M | Add +16.0% |
| MA Mastercard Inc. Class A | 0.61% | 2,945 | $1.7M | Reduce -1.2% |
| PNC PNC Financial Services Group | 0.58% | 7,912 | $1.6M | Reduce -8.7% |
| EVR Evercore Inc. Class A | 0.54% | 4,407 | $1.5M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.52% | 27,974 | $1.4M | Reduce -0.2% |
| COST Costco Wholesale Corp. | 0.43% | 1,280 | $1.2M | Add +0.2% |
| LLY Eli Lilly & Co. | 0.41% | 1,484 | $1.1M | Reduce -1.7% |
| ATO Atmos Energy Corp. | 0.41% | 6,600 | $1.1M | Reduce -0.2% |
| CSX CSX Corp. | 0.38% | 29,529 | $1.0M | Add +18.0% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.36% | 11,073 | $993K | Reduce -59.4% |
| CME Cme Group Inc. | 0.34% | 3,430 | $927K | Reduce -0.3% |
| BDX Becton Dickinson and Co. | 0.33% | 4,808 | $900K | No change |
| PG The Procter & Gamble Co. | 0.31% | 5,564 | $855K | Reduce -0.6% |
| XOM Exxon Mobil Corp. | 0.30% | 7,407 | $835K | Add +2.5% |
| EMR Emerson Electric Co. | 0.30% | 6,229 | $817K | Reduce -0.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.29% | 5,510 | $796K | Reduce -7.2% |
| LMT Lockheed Martin Corp. | 0.28% | 1,536 | $767K | Reduce -41.1% |
| IWR iShares Russell Mid-Cap ETF | 0.27% | 7,791 | $752K | No change |
| BR Broadridge Financial Solutio | 0.25% | 2,873 | $684K | No change |
| DORM Dorman Products Inc. | 0.24% | 4,242 | $661K | No change |
| THG Hanover Insurance Group Inc./ | 0.23% | 3,435 | $624K | Add +2.2% |
| NVDA Nvidia Corp. | 0.22% | 3,248 | $606K | Add +23.6% |
| MO Altria Group Inc. | 0.22% | 9,105 | $601K | Reduce -1.3% |
| MELI MercadoLibre Inc. | 0.22% | 255 | $596K | No change |
| CAT Caterpillar Inc. | 0.22% | 1,240 | $592K | New |
| CPAY Corpay Inc. | 0.21% | 2,023 | $583K | No change |
| ABT Abbott Laboratories | 0.21% | 4,217 | $565K | Reduce -5.8% |
| IT Gartner Inc. | 0.20% | 2,130 | $560K | No change |
| IWD iShares Russell 1000 Value E | 0.20% | 2,750 | $560K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.20% | 6,562 | $544K | Add +18.4% |
| GGG Graco Inc. | 0.20% | 6,377 | $542K | Add +6.7% |
| QCOM Qualcomm Inc. | 0.19% | 3,209 | $534K | Add +11.2% |
| CSGP Costar Group Inc. | 0.19% | 6,303 | $532K | No change |
| PM Philip Morris International | 0.19% | 3,266 | $530K | Add +3.4% |
| CSCO Cisco Systems Inc. | 0.19% | 7,734 | $529K | Add +7.8% |
| VWO Vanguard Ftse Emerging Marke | 0.19% | 9,752 | $528K | Reduce -6.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 1,868 | $527K | Reduce -6.8% |
| AMAT Applied Materials Inc. | 0.19% | 2,561 | $524K | Reduce -1.9% |
| KELYA Kelly Services Inc. Class A | 0.19% | 38,900 | $510K | No change |
| SHOP Shopify Inc. Class A | 0.18% | 3,400 | $505K | No change |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.17% | 9,295 | $472K | Add +4.1% |
| SITE Siteone Landscape Supply Inc. | 0.17% | 3,642 | $469K | Add +57.9% |
| SCI Service Corp. International | 0.17% | 5,635 | $469K | No change |
| GLD SPDR Gold Shares | 0.17% | 1,301 | $462K | Add +8.6% |
| AOS Smith (a.o.) Corp. | 0.17% | 6,243 | $458K | No change |
| FIVE Five Below | 0.16% | 2,770 | $429K | No change |
| WDFC WD-40 Co. | 0.15% | 2,136 | $422K | No change |
| RTX RTX Corp. | 0.15% | 2,470 | $413K | Add +12.3% |
| WFC Wells Fargo & Co. | 0.15% | 4,895 | $410K | Add +5.0% |
| VOO Vanguard S&P 500 ETF | 0.15% | 668 | $409K | Add +0.3% |
| IDXX Idexx Laboratories Inc. | 0.15% | 630 | $403K | New |
Portfolio Sells Q2 2025 → Q3 2025
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −1.25 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −1.03 |
| BRKR Bruker Corp. | Sold out | 0.00% | −0.95 |
| CF CF Industries Holdings Inc. | Reduce -59.4% | 0.36% | −0.61 |
| ROK Rockwell Automation Inc. | Reduce -19.4% | 1.20% | −0.30 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.22 |
| LMT Lockheed Martin Corp. | Reduce -41.1% | 0.28% | −0.19 |
| WMT Walmart Inc. | Reduce -10.9% | 1.30% | −0.17 |
| GNTX Gentex Corp. | Sold out | 0.00% | −0.13 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.09 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.09 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.08 |
| IGIB iShares 5-10Y Inv Grade Corp. | Sold out | 0.00% | −0.08 |
| PNC PNC Financial Services Group | Reduce -8.7% | 0.58% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -1.7% | 0.41% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -1.2% | 0.61% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -6.8% | 0.19% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -0.6% | 0.31% | −0.03 |
| ABT Abbott Laboratories | Reduce -5.8% | 0.21% | −0.03 |
| CME Cme Group Inc. | Reduce -0.3% | 0.34% | −0.03 |
| EMR Emerson Electric Co. | Reduce -0.2% | 0.30% | −0.02 |
| KO The Coca-Cola Co. | Reduce -2.8% | 0.12% | −0.02 |
| WY Weyerhaeuser Co. | Reduce -9.1% | 0.09% | −0.02 |
| TGT Target Corp. | Reduce -0.9% | 0.09% | −0.02 |
| BIP Brookfield Infrastructure Pa | Reduce -1.1% | 0.13% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -6.6% | 0.19% | −0.01 |
| ULTA Ulta Beauty Inc. | Reduce -9.2% | 1.46% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -1.6% | 0.09% | −0.00 |
| IWM iShares Russell 2000 ETF | Reduce -1.1% | 0.12% | +0.00 |
| AMAT Applied Materials Inc. | Reduce -1.9% | 0.19% | +0.01 |
| TJX TJX Companies Inc. | Reduce -7.2% | 0.29% | +0.01 |
| MO Altria Group Inc. | Reduce -1.3% | 0.22% | +0.01 |
| URI United Rentals Inc. | Reduce -5.2% | 0.10% | +0.01 |
| BAC Bank of America Corp. | Reduce -0.2% | 0.52% | +0.01 |
| ATO Atmos Energy Corp. | Reduce -0.2% | 0.41% | +0.02 |
| CASY Casey's General Stores Inc. | Reduce -2.7% | 1.80% | +0.02 |
| APH Amphenol Corp. Class A | Reduce -13.4% | 1.96% | +0.04 |
| RJF Raymond James Financial Inc. | Reduce -0.1% | 1.68% | +0.09 |
| HD Home Depot Inc. | Reduce -0.1% | 3.48% | +0.13 |
| ORCL Oracle Corp. | Reduce -2.7% | 1.18% | +0.18 |
| AAPL Apple Inc. | Reduce -9.1% | 4.79% | +0.28 |
Portfolio Buys Q2 2025 → Q3 2025
| SPSC SPS Commerce Inc. | Add +284.7% | 1.36% | +0.87 |
| RPM RPM International Inc. | Add +330.1% | 1.09% | +0.84 |
| GOOGL Alphabet Inc. Class A | Add +0.4% | 2.89% | +0.67 |
| TSCO Tractor Supply Company | Add +310.3% | 0.76% | +0.58 |
| LRCX Lam Research Corp. | Add +1.0% | 1.65% | +0.39 |
| JNJ Johnson & Johnson | Add +1.0% | 2.15% | +0.28 |
| ELS Equity Lifestyle Properties | Add +36.4% | 1.29% | +0.27 |
| PEP Pepsico Inc. | Add +16.6% | 1.86% | +0.27 |
| GOOG Alphabet Inc. Class C | Add +1.9% | 1.07% | +0.26 |
| UNH Unitedhealth Group Inc. | Add +7.6% | 2.13% | +0.23 |
| CAT Caterpillar Inc. | New | 0.22% | +0.22 |
| ICLR Icon PLC | Add +8.2% | 1.12% | +0.20 |
| DINO HF Sinclair Corp. | Add +1.0% | 1.15% | +0.20 |
| AZO AutoZone Inc. | Add +0.6% | 1.99% | +0.17 |
| IDXX Idexx Laboratories Inc. | New | 0.15% | +0.15 |
| SNPS Synopsys Inc. | New | 0.12% | +0.12 |
| YUM Yum! Brands Inc. | Add +19.3% | 0.85% | +0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +16.0% | 0.63% | +0.09 |
| GLW Corning Inc. | New | 0.09% | +0.09 |
| BMO Bank of Montreal | New | 0.08% | +0.08 |
| FANG Diamondback Energy Inc. | Add +11.8% | 0.95% | +0.08 |
| LOW Lowe's Cos Inc. | New | 0.08% | +0.08 |
| BLK BlackRock Inc. | Add +0.7% | 1.57% | +0.08 |
| VT Vanguard Tot World STK ETF | New | 0.08% | +0.08 |
| ADVISOR MANAGED PORTFOLIOS | New | 0.07% | +0.07 |
| CPRT Copart Inc. | Add +23.6% | 1.19% | +0.07 |
| CSX CSX Corp. | Add +18.0% | 0.38% | +0.07 |
| SITE Siteone Landscape Supply Inc. | Add +57.9% | 0.17% | +0.06 |
| RMD Resmed Inc. | Add +6.1% | 1.11% | +0.06 |
| NVDA Nvidia Corp. | Add +23.6% | 0.22% | +0.06 |
| IWP iShares Russell Mid-Cap Grow | Add +75.7% | 0.15% | +0.06 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +15.2% | 0.64% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 2.00% | +0.05 |
| COO The Cooper Cos Inc. | Add +14.3% | 1.47% | +0.05 |
| FND Floor & Decor Holdings Inc. Class A | Add +69.1% | 0.12% | +0.04 |
| CVX Chevron Corp. | Add +0.3% | 1.77% | +0.04 |
| GLD SPDR Gold Shares | Add +8.6% | 0.17% | +0.03 |
| RTX RTX Corp. | Add +12.3% | 0.15% | +0.03 |
| SHY iShares 1-3 Year Treasury Bo | Add +18.4% | 0.20% | +0.02 |
| QCOM Qualcomm Inc. | Add +11.2% | 0.19% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +7.1% | 0.13% | +0.01 |
| THG Hanover Insurance Group Inc./ | Add +2.2% | 0.23% | +0.01 |
| WFC Wells Fargo & Co. | Add +5.0% | 0.15% | +0.00 |
| XOM Exxon Mobil Corp. | Add +2.5% | 0.30% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.3% | 0.15% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.0% | 0.08% | +0.00 |
| CSCO Cisco Systems Inc. | Add +7.8% | 0.19% | −0.00 |
| MSFT Microsoft Corp. | Add +2.1% | 5.54% | −0.00 |
| GGG Graco Inc. | Add +6.7% | 0.20% | −0.00 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Add +4.1% | 0.17% | −0.00 |
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 |