Buckhead Capital Management LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Buckhead Capital Management LLC reported 144 stock positions worth $265.3 million. Its top holding was Apple (AAPL) at 4.8% of the portfolio, followed by Microsoft (MSFT, 4.3%) and Alphabet Class A (GOOGL, 3.4%). Compared with Q4 2025, it opened 12 new positions, sold out of 6, added to 27 and reduced 63. The biggest buy was Nvidia (NVDA, shares +335%) and the biggest sale Roper Technologies (ROP, shares −88%).

Most Recent 13F
Q2 2026
Location
ATLANTA, GA
CIK
0001133999
Portfolio Value
$265.3M (Q1 2026)
SEC Filing
0001133999-26-000007 ↗ filed May 8, 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 Q4 2025 Q1 2026: $265.3M $265.3M Q1 2026 Q2 2026: $291.5M Q2 2026

Holdings 144 stocks · $265.3M
AAPL Apple Inc. 4.78% 49,935 $12.7M Reduce -3.7%
MSFT Microsoft Corp. 4.30% 30,840 $11.4M Reduce -1.8%
GOOGL Alphabet Inc. Class A 3.42% 31,527 $9.1M Reduce -8.7%
AMZN Amazon.com Inc. 3.10% 39,533 $8.2M Add +9.8%
CVX Chevron Corp. 2.41% 30,911 $6.4M Reduce -2.5%
BRK.B Berkshire Hathaway Inc. Class B 2.25% 12,452 $6.0M Reduce -2.9%
PEP Pepsico Inc. 2.19% 37,487 $5.8M Add +0.1%
HD Home Depot Inc. 2.16% 17,456 $5.7M Reduce -26.4%
JNJ Johnson & Johnson 2.15% 23,282 $5.7M Reduce -27.9%
GWRE Guidewire Software Inc. 1.96% 34,683 $5.2M Add +43.2%
TXN Texas Instruments Inc. 1.93% 26,418 $5.1M Reduce -0.9%
FTNT Fortinet Inc. 1.73% 56,152 $4.6M Add +0.4%
LRCX Lam Research Corp. 1.72% 21,340 $4.6M Reduce -4.4%
CASY Casey's General Stores Inc. 1.72% 6,263 $4.6M Reduce -28.8%
WSO Watsco Inc. 1.70% 12,430 $4.5M Add +19.8%
V Visa Inc. Class A 1.69% 14,874 $4.5M Reduce -2.4%
JPM JPMorgan Chase & Co. 1.69% 15,239 $4.5M Reduce -2.7%
AZO AutoZone Inc. 1.63% 1,277 $4.3M Reduce -0.4%
UNH Unitedhealth Group Inc. 1.62% 15,854 $4.3M Add +2.0%
NVDA Nvidia Corp. 1.57% 23,852 $4.2M Add +335.3%
COO The Cooper Cos Inc. 1.55% 57,505 $4.1M Reduce -1.0%
SO The Southern Co. 1.54% 42,454 $4.1M Reduce -1.4%
APH Amphenol Corp. Class A 1.53% 32,044 $4.0M Add +1.9%
AXP American Express Co. 1.49% 13,054 $3.9M Reduce -1.8%
WMT Walmart Inc. 1.48% 31,629 $3.9M Reduce -8.3%
AON Aon PLC Class A 1.47% 12,083 $3.9M Reduce -1.8%
RJF Raymond James Financial Inc. 1.44% 26,370 $3.8M Reduce -2.3%
FISV Fiserv Inc. 1.44% 68,362 $3.8M Add +40.1%
BLK BlackRock Inc. 1.34% 3,700 $3.6M Reduce -0.1%
GOOG Alphabet Inc. Class C 1.33% 12,271 $3.5M Reduce -4.7%
FANG Diamondback Energy Inc. 1.32% 17,649 $3.5M Reduce -1.4%
TYL Tyler Technologies Inc. 1.26% 9,756 $3.3M Add +26.3%
RSG Republic Services Inc. 1.23% 14,850 $3.3M Reduce -2.0%
SPSC SPS Commerce Inc. 1.20% 57,034 $3.2M Add +68.8%
ROK Rockwell Automation Inc. 1.15% 8,533 $3.1M Reduce -6.1%
APD Air Products & Chemicals Inc. 1.14% 10,381 $3.0M Reduce -13.3%
RPM RPM International Inc. 1.01% 27,018 $2.7M Add +2.5%
ETN Eaton Corp. PLC 1.00% 7,431 $2.7M New
ROL Rollins Inc. 0.96% 47,883 $2.6M Reduce -1.5%
CPRT Copart Inc. 0.95% 75,922 $2.5M Add +5.1%
YUM Yum! Brands Inc. 0.94% 15,987 $2.5M Add +0.2%
ULTA Ulta Beauty Inc. 0.91% 4,619 $2.4M Reduce -37.2%
ICLR Icon PLC 0.89% 21,285 $2.4M Add +27.8%
AME Ametek Inc. 0.89% 10,972 $2.4M Reduce -39.2%
DINO HF Sinclair Corp. 0.87% 37,129 $2.3M Reduce -19.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.82% 3,355 $2.2M Add +12.7%
TSCO Tractor Supply Company 0.82% 48,108 $2.2M Add +4.2%
ZTS Zoetis Inc. 0.78% 17,552 $2.1M New
HRL Hormel Foods Corp. 0.78% 90,932 $2.1M New
SITE Siteone Landscape Supply Inc. 0.72% 14,403 $1.9M Add +381.4%
IGSB iShares 1-5Y Inv Grade Corp. 0.67% 34,015 $1.8M Add +0.4%
ORCL Oracle Corp. 0.65% 11,682 $1.7M Reduce -5.5%
PNC PNC Financial Services Group 0.62% 7,854 $1.6M Reduce -3.4%
MA Mastercard Inc. Class A 0.52% 2,735 $1.4M Reduce -6.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.50% 27,214 $1.3M No change
LLY Eli Lilly & Co. 0.47% 1,354 $1.2M Reduce -8.8%
CF CF Industries Holdings Inc. 0.47% 9,581 $1.2M Reduce -13.5%
XOM Exxon Mobil Corp. 0.47% 7,290 $1.2M No change
ATO Atmos Energy Corp. 0.46% 6,649 $1.2M Reduce -0.3%
VZ Verizon Communications Inc. 0.45% 23,695 $1.2M New
COST Costco Wholesale Corp. 0.44% 1,174 $1.2M Reduce -8.2%
EVR Evercore Inc. Class A 0.40% 3,555 $1.1M No change
KO The Coca-Cola Co. 0.40% 13,888 $1.1M Reduce -0.4%
CSX CSX Corp. 0.40% 25,668 $1.1M Reduce -12.5%
CME Cme Group Inc. 0.39% 3,504 $1.0M Reduce -0.7%
IWR iShares Russell Mid-Cap ETF 0.33% 9,116 $886K No change
AMAT Applied Materials Inc. 0.33% 2,561 $875K No change
LMT Lockheed Martin Corp. 0.31% 1,346 $814K Reduce -7.2%
EMR Emerson Electric Co. 0.31% 6,189 $811K No change
PG The Procter & Gamble Co. 0.30% 5,464 $789K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.29% 4,840 $773K Reduce -14.6%
BDX Becton Dickinson and Co. 0.27% 4,555 $716K Reduce -5.2%
VOO Vanguard S&P 500 ETF 0.26% 1,143 $683K Reduce -2.4%
CAT Caterpillar Inc. 0.26% 956 $677K Reduce -17.9%
FIVE Five Below 0.24% 2,770 $633K No change
THG Hanover Insurance Group Inc./ 0.23% 3,480 $603K No change
DXJ Wisdomtree Japan Hedged Eq 0.23% 3,765 $597K No change
CSCO Cisco Systems Inc. 0.22% 7,689 $597K Reduce -0.6%
IWM iShares Russell 2000 ETF 0.22% 2,396 $594K No change
CPAY Corpay Inc. 0.22% 2,023 $589K No change
IWD iShares Russell 1000 Value E 0.22% 2,750 $588K No change
MO Altria Group Inc. 0.22% 8,902 $587K Reduce -5.1%
BR Broadridge Financial Solutio 0.22% 3,599 $585K No change
PM Philip Morris International 0.22% 3,455 $571K Reduce -1.7%
SHY iShares 1-3 Year Treasury Bo 0.21% 6,699 $553K Add +0.3%
SLQD iShares 0-5 YR Inv GRD Corp. 0.21% 10,820 $546K Add +12.7%
IXN iShares Global Tech ETF 0.20% 5,430 $543K No change
GGG Graco Inc. 0.20% 6,249 $529K No change
VWO Vanguard Ftse Emerging Marke 0.20% 9,752 $527K No change
GLD SPDR Gold Shares 0.19% 1,201 $517K No change
SHOP Shopify Inc. Class A 0.19% 4,150 $492K No change
RTX RTX Corp. 0.18% 2,470 $476K No change
MASI Masimo Corp. 0.18% 2,650 $471K No change
SCI Service Corp. International 0.18% 5,635 $465K No change
MELI MercadoLibre Inc. 0.17% 265 $458K Add +0.8%
DORM Dorman Products Inc. 0.17% 4,242 $443K Reduce -1.5%
WDFC WD-40 Co. 0.16% 2,136 $436K No change
IDXX Idexx Laboratories Inc. 0.16% 742 $417K Add +11.2%
QCOM Qualcomm Inc. 0.16% 3,221 $415K Reduce -5.5%
ROP Roper Technologies Inc. 0.16% 1,168 $413K Reduce -87.6%
QQQ Invesco QQQ Trust Series 1 0.16% 715 $412K Add +0.1%
AOS Smith (a.o.) Corp. 0.16% 6,243 $412K No change
GLW Corning Inc. 0.15% 3,015 $410K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.15% 1,688 $409K Reduce -9.6%
ABT Abbott Laboratories 0.15% 3,914 $402K Reduce -6.3%
WDC Western Digital Corp. 0.15% 1,470 $398K No change
IT Gartner Inc. 0.15% 2,475 $392K Add +16.2%
WFC Wells Fargo & Co. 0.14% 4,829 $384K Reduce -1.4%
BIP Brookfield Infrastructure Pa 0.14% 10,520 $380K Reduce -3.2%
SGOV iShares 0-3 Month Treasury B 0.14% 3,762 $379K New
MRK Merck & Co. Inc. 0.14% 3,066 $369K Reduce -1.6%
IVV iShares Core S&P 500 ETF 0.13% 538 $351K Reduce -9.1%
TGT Target Corp. 0.13% 2,860 $347K No change
META Meta Platforms Inc. Class A 0.13% 605 $346K No change
KELYA Kelly Services Inc. Class A 0.13% 38,900 $344K No change
IWP iShares Russell Mid-Cap Grow 0.13% 2,661 $341K Reduce -5.3%
TSLA Tesla Inc. 0.13% 902 $335K Reduce -17.3%
WDIV St STR SPD S&P Glo Div-US Inc. 0.12% 4,189 $323K Add +14.3%
SNPS Synopsys Inc. 0.12% 782 $310K New
IJK iShares S&P Mid-Cap 400 Grow 0.12% 3,050 $307K No change
FND Floor & Decor Holdings Inc. Class A 0.11% 5,950 $302K New
A Agilent Technologies Inc. 0.11% 2,575 $293K No change
VT Vanguard Tot World STK ETF 0.11% 2,120 $293K Add +6.9%
PHO Invesco Water Resources ETF 0.10% 4,000 $267K No change
AMLP Alerian MLP ETF 0.10% 5,062 $266K No change
FIX Comfort Systems USA Inc. 0.10% 190 $262K New
PLD Prologis Inc. 0.09% 1,893 $250K Reduce -23.3%
NMM Navios Maritime Partners LP 0.09% 3,668 $248K New
SNDK Sandisk Corp. 0.09% 385 $245K New
BMO Bank of Montreal filed as BANK MONTREAL MEDIUM 0.09% 1,784 $241K Reduce -3.8%
NFLX Netflix Inc. 0.09% 2,500 $240K Reduce -4.6%
WY Weyerhaeuser Co. 0.09% 9,754 $238K No change
PAYX Paychex Inc. 0.09% 2,497 $230K Reduce -14.9%
ISRG Intuitive Surgical Inc. 0.09% 495 $228K No change
VTI VG Morningstar TS MKT ETF-US 0.09% 711 $228K No change
NUE Nucor Corp. 0.09% 1,340 $227K No change
MSCI MSCI Inc. 0.08% 415 $224K No change
EXI iShares Global Industrials E 0.08% 1,235 $224K No change
OEF iShares S&P 100 ETF 0.08% 680 $216K No change
TIP iShares Tips Bond ETF 0.08% 1,938 $214K No change
SCHD Schwab US DVD Equity ETF 0.08% 6,950 $213K New
URI United Rentals Inc. 0.08% 282 $205K No change
BLCV iShares Large Cap Val Act 0.08% 5,596 $202K New
ORLY O'reilly Automotive Inc. 0.08% 2,177 $201K Reduce -1.4%

Options reported separately and not counted above: FISV calls ($33K), SPSC calls ($22K), CSCO calls ($16K), CPRT calls ($13K).

Portfolio Sells Q4 2025 → Q1 2026
ROP Roper Technologies Inc. Reduce -87.6% 0.16% −1.35
ELS Equity Lifestyle Properties Sold out 0.00% −1.25
MSFT Microsoft Corp. Reduce -1.8% 4.30% −1.15
RMD Resmed Inc. Sold out 0.00% −0.98
HD Home Depot Inc. Reduce -26.4% 2.16% −0.76
ULTA Ulta Beauty Inc. Reduce -37.2% 0.91% −0.69
GOOGL Alphabet Inc. Class A Reduce -8.7% 3.42% −0.46
AME Ametek Inc. Reduce -39.2% 0.89% −0.44
AAPL Apple Inc. Reduce -3.7% 4.78% −0.28
AXP American Express Co. Reduce -1.8% 1.49% −0.28
JNJ Johnson & Johnson Reduce -27.9% 2.15% −0.25
V Visa Inc. Class A Reduce -2.4% 1.69% −0.22
ORCL Oracle Corp. Reduce -5.5% 0.65% −0.22
CSGP Costar Group Inc. Sold out 0.00% −0.16
COO The Cooper Cos Inc. Reduce -1.0% 1.55% −0.16
GOOG Alphabet Inc. Class C Reduce -4.7% 1.33% −0.12
JPM JPMorgan Chase & Co. Reduce -2.7% 1.69% −0.12
RJF Raymond James Financial Inc. Reduce -2.3% 1.44% −0.12
ROK Rockwell Automation Inc. Reduce -6.1% 1.15% −0.11
LLY Eli Lilly & Co. Reduce -8.8% 0.47% −0.10
AON Aon PLC Class A Reduce -1.8% 1.47% −0.09
MA Mastercard Inc. Class A Reduce -6.8% 0.52% −0.09
ROL Rollins Inc. Reduce -1.5% 0.96% −0.08
BLK BlackRock Inc. Reduce -0.1% 1.34% −0.08
DHR Danaher Corp. Sold out 0.00% −0.08
LOW Lowe's Cos Inc. Sold out 0.00% −0.07
ADVISOR MANAGED PORTFOLIOS Sold out 0.00% −0.07
BDX Becton Dickinson and Co. Reduce -5.2% 0.27% −0.06
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.9% 2.25% −0.06
QCOM Qualcomm Inc. Reduce -5.5% 0.16% −0.05
TSLA Tesla Inc. Reduce -17.3% 0.13% −0.05
IBM Intl Business Machines Corp. Reduce -9.6% 0.15% −0.04
ABT Abbott Laboratories Reduce -6.3% 0.15% −0.04
PAYX Paychex Inc. Reduce -14.9% 0.09% −0.03
CASY Casey's General Stores Inc. Reduce -28.8% 1.72% −0.03
DORM Dorman Products Inc. Reduce -1.5% 0.17% −0.02
TJX TJX Companies Inc. Reduce -14.6% 0.29% −0.02
WFC Wells Fargo & Co. Reduce -1.4% 0.14% −0.02
PLD Prologis Inc. Reduce -23.3% 0.09% −0.02
IVV iShares Core S&P 500 ETF Reduce -9.1% 0.13% −0.01
IWP iShares Russell Mid-Cap Grow Reduce -5.3% 0.13% −0.01
VOO Vanguard S&P 500 ETF Reduce -2.4% 0.26% −0.01
NFLX Netflix Inc. Reduce -4.6% 0.09% +0.00
ORLY O'reilly Automotive Inc. Reduce -1.4% 0.08% +0.00
BMO Bank of Montreal Reduce -3.8% 0.09% +0.00
PNC PNC Financial Services Group Reduce -3.4% 0.62% +0.01
BIP Brookfield Infrastructure Pa Reduce -3.2% 0.14% +0.01
CSCO Cisco Systems Inc. Reduce -0.6% 0.22% +0.01
PM Philip Morris International Reduce -1.7% 0.22% +0.01
CSX CSX Corp. Reduce -12.5% 0.40% +0.02

Portfolio Buys Q4 2025 → Q1 2026
NVDA Nvidia Corp. Add +335.3% 1.57% +1.20
ETN Eaton Corp. PLC New 1.00% +1.00
ZTS Zoetis Inc. New 0.78% +0.78
HRL Hormel Foods Corp. New 0.78% +0.78
SITE Siteone Landscape Supply Inc. Add +381.4% 0.72% +0.59
WSO Watsco Inc. Add +19.8% 1.70% +0.45
VZ Verizon Communications Inc. New 0.45% +0.45
PEP Pepsico Inc. Add +0.1% 2.19% +0.27
FISV Fiserv Inc. Add +40.1% 1.44% +0.26
GWRE Guidewire Software Inc. Add +43.2% 1.96% +0.21
SGOV iShares 0-3 Month Treasury B New 0.14% +0.14
FTNT Fortinet Inc. Add +0.4% 1.73% +0.14
AMZN Amazon.com Inc. Add +9.8% 3.10% +0.12
SNPS Synopsys Inc. New 0.12% +0.12
SPSC SPS Commerce Inc. Add +68.8% 1.20% +0.12
FND Floor & Decor Holdings Inc. Class A New 0.11% +0.11
FIX Comfort Systems USA Inc. New 0.10% +0.10
SPY SS SPDR S&P 500 ETF Trust-US Add +12.7% 0.82% +0.09
NMM Navios Maritime Partners LP New 0.09% +0.09
SNDK Sandisk Corp. New 0.09% +0.09
SCHD Schwab US DVD Equity ETF New 0.08% +0.08
BLCV iShares Large Cap Val Act New 0.08% +0.08
YUM Yum! Brands Inc. Add +0.2% 0.94% +0.07
SLQD iShares 0-5 YR Inv GRD Corp. Add +12.7% 0.21% +0.03
IGSB iShares 1-5Y Inv Grade Corp. Add +0.4% 0.67% +0.03
RPM RPM International Inc. Add +2.5% 1.01% +0.03
WDIV St STR SPD S&P Glo Div-US Inc. Add +14.3% 0.12% +0.02
VT Vanguard Tot World STK ETF Add +6.9% 0.11% +0.01
SHY iShares 1-3 Year Treasury Bo Add +0.3% 0.21% +0.01
TYL Tyler Technologies Inc. Add +26.3% 1.26% +0.00
APH Amphenol Corp. Class A Add +1.9% 1.53% +0.00
QQQ Invesco QQQ Trust Series 1 Add +0.1% 0.16% −0.00
IDXX Idexx Laboratories Inc. Add +11.2% 0.16% −0.00
TSCO Tractor Supply Company Add +4.2% 0.82% −0.01
MELI MercadoLibre Inc. Add +0.8% 0.17% −0.02
IT Gartner Inc. Add +16.2% 0.15% −0.05
CPRT Copart Inc. Add +5.1% 0.95% −0.06
ICLR Icon PLC Add +27.8% 0.89% −0.20
UNH Unitedhealth Group Inc. Add +2.0% 1.62% −0.22

Options Activity Q4 2025 → Q1 2026
FISV Fiserv Inc. call New 600 $33K
SPSC SPS Commerce Inc. call New 400 $22K
CSCO Cisco Systems Inc. call New 200 $16K
CPRT Copart Inc. call New 400 $13K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

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