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

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 Q2 2025 Q3 2025: $275.1M Q3 2025 Q4 2025: $278.7M $278.7M Q4 2025 Q1 2026: $265.3M Q1 2026 Q2 2026: $291.5M Q2 2026

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%
SCI Service Corp. International 0.16% 5,635 $439K No change
QQQ Invesco QQQ Trust Series 1 0.16% 714 $439K Add +22.1%
WDFC WD-40 Co. 0.15% 2,136 $421K No change
AOS Smith (a.o.) Corp. 0.15% 6,243 $418K No change
IVV iShares Core S&P 500 ETF 0.15% 592 $405K Add +0.3%
META Meta Platforms Inc. Class A 0.14% 605 $399K New
IWP iShares Russell Mid-Cap Grow 0.14% 2,811 $385K No change
BIP Brookfield Infrastructure Pa 0.14% 10,867 $378K Reduce -0.8%
SITE Siteone Landscape Supply Inc. 0.13% 2,992 $373K Reduce -17.9%
A Agilent Technologies Inc. 0.13% 2,575 $350K No change
MASI Masimo Corp. 0.12% 2,650 $345K No change
KELYA Kelly Services Inc. Class A 0.12% 38,900 $342K No change
PAYX Paychex Inc. 0.12% 2,936 $329K Add +9.5%
MRK Merck & Co. Inc. 0.12% 3,115 $328K Add +3.9%
PLD Prologis Inc. 0.11% 2,468 $315K Add +16.7%
IJK iShares S&P Mid-Cap 400 Grow 0.11% 3,050 $295K New
PHO Invesco Water Resources ETF 0.10% 4,000 $282K New
ISRG Intuitive Surgical Inc. 0.10% 495 $280K New
VT Vanguard Tot World STK ETF 0.10% 1,983 $280K Add +29.9%
TGT Target Corp. 0.10% 2,860 $280K No change
WDIV St STR SPD S&P Glo Div-US Inc. 0.10% 3,666 $277K No change
GLW Corning Inc. 0.09% 3,015 $264K No change
WDC Western Digital Corp. 0.09% 1,470 $253K New
NFLX Netflix Inc. 0.09% 2,620 $246K New
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.09% 1,854 $241K Add +5.9%
VTI VG Morningstar TS MKT ETF-US 0.09% 711 $238K Add +0.1%
MSCI MSCI Inc. 0.09% 415 $238K Add +15.3%
AMLP Alerian MLP ETF 0.09% 5,062 $238K Reduce -2.7%
OEF iShares S&P 100 ETF 0.08% 680 $233K New
WY Weyerhaeuser Co. 0.08% 9,754 $231K No change
URI United Rentals Inc. 0.08% 282 $228K Add +2.5%
NUE Nucor Corp. 0.08% 1,340 $219K New
DHR Danaher Corp. 0.08% 950 $217K New
EXI iShares Global Industrials E 0.08% 1,235 $217K New
TIP iShares Tips Bond ETF 0.08% 1,938 $213K No change
LOW Lowe's Cos Inc. 0.07% 856 $206K No change
ADVISOR MANAGED PORTFOLIOS 0.07% 4,357 $204K No change
ORLY O'reilly Automotive Inc. 0.07% 2,207 $201K New

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

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