Buckhead Capital Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), Buckhead Capital Management LLC reported 138 stock positions worth $278.7 million. Its top holding was Microsoft (MSFT) at 5.4% of the portfolio, followed by Apple (AAPL, 5.1%) and Alphabet Class A (GOOGL, 3.9%). Compared with Q3 2025, it opened 14 new positions, sold out of 3, added to 64 and reduced 35. The biggest buy was Alphabet Class A (GOOGL, shares +6%) and the biggest sale Amphenol Class A (APH, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001133999
- Portfolio Value
- $278.7M (Q4 2025)
- SEC Filing
- 0001133999-26-000001 ↗ filed Feb 9, 2026
Holdings Value
Holdings 138 stocks · $278.7M
| MSFT Microsoft Corp. | 5.45% | 31,408 | $15.2M | Add +6.7% |
| AAPL Apple Inc. | 5.06% | 51,874 | $14.1M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 3.88% | 34,528 | $10.8M | Add +5.6% |
| AMZN Amazon.com Inc. | 2.98% | 36,000 | $8.3M | Add +23.1% |
| HD Home Depot Inc. | 2.93% | 23,714 | $8.2M | Add +0.3% |
| JNJ Johnson & Johnson | 2.40% | 32,299 | $6.7M | Add +1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.31% | 12,822 | $6.4M | Reduce -0.1% |
| PEP Pepsico Inc. | 1.93% | 37,437 | $5.4M | Add +2.5% |
| V Visa Inc. Class A | 1.92% | 15,237 | $5.3M | Add +3.5% |
| UNH Unitedhealth Group Inc. | 1.84% | 15,540 | $5.1M | Reduce -8.4% |
| JPM JPMorgan Chase & Co. | 1.81% | 15,665 | $5.0M | Reduce -10.3% |
| AXP American Express Co. | 1.76% | 13,290 | $4.9M | Add +0.1% |
| GWRE Guidewire Software Inc. | 1.75% | 24,215 | $4.9M | Add +1.7% |
| CASY Casey's General Stores Inc. | 1.75% | 8,799 | $4.9M | Add +0.6% |
| CVX Chevron Corp. | 1.73% | 31,686 | $4.8M | Add +1.2% |
| COO The Cooper Cos Inc. | 1.71% | 58,105 | $4.8M | Reduce -1.4% |
| TXN Texas Instruments Inc. | 1.66% | 26,670 | $4.6M | Add +13.4% |
| ULTA Ulta Beauty Inc. | 1.60% | 7,354 | $4.4M | Add +0.1% |
| FTNT Fortinet Inc. | 1.59% | 55,908 | $4.4M | Reduce -1.7% |
| AZO AutoZone Inc. | 1.56% | 1,282 | $4.3M | Add +0.4% |
| AON Aon PLC Class A | 1.56% | 12,309 | $4.3M | Add +1.3% |
| RJF Raymond James Financial Inc. | 1.55% | 26,976 | $4.3M | Add +0.6% |
| APH Amphenol Corp. Class A | 1.53% | 31,462 | $4.3M | Reduce -27.7% |
| ROP Roper Technologies Inc. | 1.50% | 9,411 | $4.2M | Add +7.8% |
| GOOG Alphabet Inc. Class C | 1.45% | 12,875 | $4.0M | Add +6.9% |
| BLK BlackRock Inc. | 1.42% | 3,704 | $4.0M | Reduce -0.2% |
| WMT Walmart Inc. | 1.38% | 34,501 | $3.8M | Reduce -0.3% |
| LRCX Lam Research Corp. | 1.37% | 22,330 | $3.8M | Reduce -34.2% |
| SO The Southern Co. | 1.35% | 43,036 | $3.8M | Add +1.0% |
| AME Ametek Inc. | 1.33% | 18,039 | $3.7M | Add +0.1% |
| ROK Rockwell Automation Inc. | 1.27% | 9,090 | $3.5M | Reduce -3.5% |
| TYL Tyler Technologies Inc. | 1.26% | 7,725 | $3.5M | Add +10.4% |
| WSO Watsco Inc. | 1.25% | 10,377 | $3.5M | Reduce -3.4% |
| ELS Equity Lifestyle Properties | 1.25% | 57,436 | $3.5M | Reduce -2.1% |
| FISV Fiserv Inc. | 1.18% | 48,778 | $3.3M | Add +45.9% |
| RSG Republic Services Inc. | 1.15% | 15,156 | $3.2M | Add +0.6% |
| ICLR Icon PLC | 1.09% | 16,654 | $3.0M | Reduce -5.1% |
| SPSC SPS Commerce Inc. | 1.08% | 33,793 | $3.0M | Reduce -6.0% |
| APD Air Products & Chemicals Inc. | 1.06% | 11,975 | $3.0M | Reduce -0.4% |
| ROL Rollins Inc. | 1.05% | 48,591 | $2.9M | Add +2.5% |
| CPRT Copart Inc. | 1.01% | 72,247 | $2.8M | Reduce -0.8% |
| RPM RPM International Inc. | 0.98% | 26,361 | $2.7M | Add +3.7% |
| RMD Resmed Inc. | 0.98% | 11,327 | $2.7M | Add +1.3% |
| FANG Diamondback Energy Inc. | 0.97% | 17,900 | $2.7M | Reduce -1.6% |
| YUM Yum! Brands Inc. | 0.87% | 15,956 | $2.4M | Add +4.2% |
| ORCL Oracle Corp. | 0.86% | 12,356 | $2.4M | Add +7.2% |
| TSCO Tractor Supply Company | 0.83% | 46,167 | $2.3M | Add +25.2% |
| DINO HF Sinclair Corp. | 0.76% | 45,976 | $2.1M | Reduce -24.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.73% | 2,977 | $2.0M | Add +15.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.64% | 33,888 | $1.8M | Add +1.4% |
| PNC PNC Financial Services Group | 0.61% | 8,131 | $1.7M | Add +2.8% |
| MA Mastercard Inc. Class A | 0.60% | 2,935 | $1.7M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 0.57% | 1,484 | $1.6M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.54% | 27,214 | $1.5M | Reduce -2.7% |
| EVR Evercore Inc. Class A | 0.43% | 3,555 | $1.2M | Reduce -19.3% |
| ATO Atmos Energy Corp. | 0.40% | 6,671 | $1.1M | Add +1.1% |
| COST Costco Wholesale Corp. | 0.40% | 1,279 | $1.1M | Reduce -0.1% |
| CSX CSX Corp. | 0.38% | 29,343 | $1.1M | Reduce -0.6% |
| NVDA Nvidia Corp. | 0.37% | 5,479 | $1.0M | Add +68.7% |
| KO The Coca-Cola Co. | 0.35% | 13,938 | $974K | Add +179.4% |
| CME Cme Group Inc. | 0.35% | 3,527 | $963K | Add +2.8% |
| BDX Becton Dickinson and Co. | 0.33% | 4,805 | $933K | Reduce -0.1% |
| IWR iShares Russell Mid-Cap ETF | 0.31% | 9,116 | $878K | Add +17.0% |
| XOM Exxon Mobil Corp. | 0.31% | 7,290 | $877K | Reduce -1.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.31% | 5,665 | $870K | Add +2.8% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.31% | 11,081 | $857K | Add +0.1% |
| EMR Emerson Electric Co. | 0.29% | 6,189 | $821K | Reduce -0.6% |
| BR Broadridge Financial Solutio | 0.29% | 3,599 | $803K | Add +25.3% |
| PG The Procter & Gamble Co. | 0.28% | 5,464 | $783K | Reduce -1.8% |
| VOO Vanguard S&P 500 ETF | 0.26% | 1,171 | $734K | Add +75.3% |
| LMT Lockheed Martin Corp. | 0.25% | 1,451 | $702K | Reduce -5.5% |
| SHOP Shopify Inc. Class A | 0.24% | 4,150 | $668K | Add +22.1% |
| CAT Caterpillar Inc. | 0.24% | 1,164 | $667K | Reduce -6.1% |
| AMAT Applied Materials Inc. | 0.24% | 2,561 | $658K | No change |
| THG Hanover Insurance Group Inc./ | 0.23% | 3,480 | $636K | Add +1.3% |
| CPAY Corpay Inc. | 0.22% | 2,023 | $609K | No change |
| CSCO Cisco Systems Inc. | 0.21% | 7,734 | $596K | No change |
| IWM iShares Russell 2000 ETF | 0.21% | 2,396 | $590K | Add +83.0% |
| QCOM Qualcomm Inc. | 0.21% | 3,408 | $583K | Add +6.2% |
| IWD iShares Russell 1000 Value E | 0.21% | 2,750 | $578K | No change |
| IXN iShares Global Tech ETF | 0.20% | 5,430 | $570K | New |
| PM Philip Morris International | 0.20% | 3,515 | $564K | Add +7.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 1,868 | $553K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.20% | 6,679 | $553K | Add +1.8% |
| DXJ Wisdomtree Japan Hedged Eq | 0.19% | 3,765 | $543K | New |
| MO Altria Group Inc. | 0.19% | 9,383 | $541K | Add +3.0% |
| IT Gartner Inc. | 0.19% | 2,130 | $537K | No change |
| DORM Dorman Products Inc. | 0.19% | 4,307 | $531K | Add +1.5% |
| MELI MercadoLibre Inc. | 0.19% | 263 | $530K | Add +3.1% |
| VWO Vanguard Ftse Emerging Marke | 0.19% | 9,752 | $524K | No change |
| ABT Abbott Laboratories | 0.19% | 4,177 | $523K | Reduce -0.9% |
| FIVE Five Below | 0.19% | 2,770 | $522K | No change |
| GGG Graco Inc. | 0.18% | 6,249 | $512K | Reduce -2.0% |
| TSLA Tesla Inc. | 0.18% | 1,090 | $490K | New |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.17% | 9,603 | $487K | Add +3.3% |
| GLD SPDR Gold Shares | 0.17% | 1,201 | $476K | Reduce -7.7% |
| CSGP Costar Group Inc. | 0.16% | 6,810 | $458K | Add +8.0% |
| WFC Wells Fargo & Co. | 0.16% | 4,895 | $456K | No change |
| RTX RTX Corp. | 0.16% | 2,470 | $453K | No change |
| IDXX Idexx Laboratories Inc. | 0.16% | 667 | $451K | Add +5.9% |
Portfolio Sells Q3 2025 → Q4 2025
| APH Amphenol Corp. Class A | Reduce -27.7% | 1.53% | −0.43 |
| DINO HF Sinclair Corp. | Reduce -24.1% | 0.76% | −0.39 |
| WSO Watsco Inc. | Reduce -3.4% | 1.25% | −0.32 |
| UNH Unitedhealth Group Inc. | Reduce -8.4% | 1.84% | −0.29 |
| SPSC SPS Commerce Inc. | Reduce -6.0% | 1.08% | −0.28 |
| LRCX Lam Research Corp. | Reduce -34.2% | 1.37% | −0.28 |
| JPM JPMorgan Chase & Co. | Reduce -10.3% | 1.81% | −0.19 |
| CPRT Copart Inc. | Reduce -0.8% | 1.01% | −0.18 |
| BLK BlackRock Inc. | Reduce -0.2% | 1.42% | −0.15 |
| FTNT Fortinet Inc. | Reduce -1.7% | 1.59% | −0.14 |
| APD Air Products & Chemicals Inc. | Reduce -0.4% | 1.06% | −0.13 |
| FND Floor & Decor Holdings Inc. Class A | Sold out | 0.00% | −0.12 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.12 |
| EVR Evercore Inc. Class A | Reduce -19.3% | 0.43% | −0.11 |
| VST Vistra Corp. | Sold out | 0.00% | −0.09 |
| ELS Equity Lifestyle Properties | Reduce -2.1% | 1.25% | −0.05 |
| SITE Siteone Landscape Supply Inc. | Reduce -17.9% | 0.13% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -0.1% | 0.40% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 2.31% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -1.8% | 0.28% | −0.03 |
| ICLR Icon PLC | Reduce -5.1% | 1.09% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -5.5% | 0.25% | −0.03 |
| ABT Abbott Laboratories | Reduce -0.9% | 0.19% | −0.02 |
| GGG Graco Inc. | Reduce -2.0% | 0.18% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -0.3% | 0.60% | −0.01 |
| AMLP Alerian MLP ETF | Reduce -2.7% | 0.09% | −0.00 |
| EMR Emerson Electric Co. | Reduce -0.6% | 0.29% | −0.00 |
| CSX CSX Corp. | Reduce -0.6% | 0.38% | +0.00 |
| GLD SPDR Gold Shares | Reduce -7.7% | 0.17% | +0.00 |
| BIP Brookfield Infrastructure Pa | Reduce -0.8% | 0.14% | +0.00 |
| BDX Becton Dickinson and Co. | Reduce -0.1% | 0.33% | +0.01 |
| XOM Exxon Mobil Corp. | Reduce -1.6% | 0.31% | +0.01 |
| BAC Bank of America Corp. | Reduce -2.7% | 0.54% | +0.01 |
| FANG Diamondback Energy Inc. | Reduce -1.6% | 0.97% | +0.02 |
| CAT Caterpillar Inc. | Reduce -6.1% | 0.24% | +0.02 |
| ROK Rockwell Automation Inc. | Reduce -3.5% | 1.27% | +0.07 |
| WMT Walmart Inc. | Reduce -0.3% | 1.38% | +0.08 |
| COO The Cooper Cos Inc. | Reduce -1.4% | 1.71% | +0.24 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOGL Alphabet Inc. Class A | Add +5.6% | 3.88% | +0.99 |
| AMZN Amazon.com Inc. | Add +23.1% | 2.98% | +0.65 |
| GOOG Alphabet Inc. Class C | Add +6.9% | 1.45% | +0.38 |
| AAPL Apple Inc. | Add +0.3% | 5.06% | +0.27 |
| JNJ Johnson & Johnson | Add +1.4% | 2.40% | +0.25 |
| KO The Coca-Cola Co. | Add +179.4% | 0.35% | +0.23 |
| IXN iShares Global Tech ETF | New | 0.20% | +0.20 |
| DXJ Wisdomtree Japan Hedged Eq | New | 0.19% | +0.19 |
| TSLA Tesla Inc. | New | 0.18% | +0.18 |
| AXP American Express Co. | Add +0.1% | 1.76% | +0.16 |
| NVDA Nvidia Corp. | Add +68.7% | 0.37% | +0.15 |
| META Meta Platforms Inc. Class A | New | 0.14% | +0.14 |
| ULTA Ulta Beauty Inc. | Add +0.1% | 1.60% | +0.14 |
| VOO Vanguard S&P 500 ETF | Add +75.3% | 0.26% | +0.11 |
| IJK iShares S&P Mid-Cap 400 Grow | New | 0.11% | +0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +15.1% | 0.73% | +0.10 |
| PHO Invesco Water Resources ETF | New | 0.10% | +0.10 |
| ISRG Intuitive Surgical Inc. | New | 0.10% | +0.10 |
| AME Ametek Inc. | Add +0.1% | 1.33% | +0.10 |
| IWM iShares Russell 2000 ETF | Add +83.0% | 0.21% | +0.10 |
| WDC Western Digital Corp. | New | 0.09% | +0.09 |
| V Visa Inc. Class A | Add +3.5% | 1.92% | +0.09 |
| TXN Texas Instruments Inc. | Add +13.4% | 1.66% | +0.09 |
| NFLX Netflix Inc. | New | 0.09% | +0.09 |
| OEF iShares S&P 100 ETF | New | 0.08% | +0.08 |
| NUE Nucor Corp. | New | 0.08% | +0.08 |
| DHR Danaher Corp. | New | 0.08% | +0.08 |
| EXI iShares Global Industrials E | New | 0.08% | +0.08 |
| ORLY O'reilly Automotive Inc. | New | 0.07% | +0.07 |
| TSCO Tractor Supply Company | Add +25.2% | 0.83% | +0.07 |
| PEP Pepsico Inc. | Add +2.5% | 1.93% | +0.06 |
| SHOP Shopify Inc. Class A | Add +22.1% | 0.24% | +0.06 |
| IWR iShares Russell Mid-Cap ETF | Add +17.0% | 0.31% | +0.04 |
| BR Broadridge Financial Solutio | Add +25.3% | 0.29% | +0.04 |
| ROL Rollins Inc. | Add +2.5% | 1.05% | +0.03 |
| PNC PNC Financial Services Group | Add +2.8% | 0.61% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +22.1% | 0.16% | +0.03 |
| MRK Merck & Co. Inc. | Add +3.9% | 0.12% | +0.03 |
| PLD Prologis Inc. | Add +16.7% | 0.11% | +0.03 |
| VT Vanguard Tot World STK ETF | Add +29.9% | 0.10% | +0.02 |
| TJX TJX Companies Inc. | Add +2.8% | 0.31% | +0.02 |
| YUM Yum! Brands Inc. | Add +4.2% | 0.87% | +0.02 |
| IDXX Idexx Laboratories Inc. | Add +5.9% | 0.16% | +0.02 |
| QCOM Qualcomm Inc. | Add +6.2% | 0.21% | +0.02 |
| MSCI MSCI Inc. | Add +15.3% | 0.09% | +0.01 |
| PM Philip Morris International | Add +7.6% | 0.20% | +0.01 |
| CME Cme Group Inc. | Add +2.8% | 0.35% | +0.01 |
| BMO Bank of Montreal | Add +5.9% | 0.09% | +0.00 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Add +3.3% | 0.17% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +0.3% | 0.15% | +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 |