Buckhead Capital Management LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Buckhead Capital Management LLC reported 146 stock positions worth $291.5 million. Its top holding was Apple (AAPL) at 5.0% of the portfolio, followed by Microsoft (MSFT, 3.9%) and Alphabet Class A (GOOGL, 3.8%). Compared with Q1 2026, it opened 4 new positions, sold out of 2, added to 49 and reduced 55. The biggest buy was Icon (ICLR, shares +19%) and the biggest sale Unitedhealth (UNH, shares −83%).

Most Recent 13F
Q2 2026
Location
ATLANTA, GA
CIK
0001133999
Portfolio Value
$291.5M (Q2 2026)
SEC Filing
0001133999-26-000008 ↗ filed Aug 6, 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 Q1 2026 Q2 2026: $291.5M $291.5M Q2 2026

Holdings 146 stocks · $291.5M
AAPL Apple Inc. 4.99% 50,312 $14.6M Add +0.8%
MSFT Microsoft Corp. 3.94% 30,822 $11.5M Reduce -0.1%
GOOGL Alphabet Inc. Class A 3.81% 31,074 $11.1M Reduce -1.4%
AMZN Amazon.com Inc. 3.24% 39,633 $9.4M Add +0.3%
LRCX Lam Research Corp. 3.10% 20,866 $9.0M Reduce -2.2%
TXN Texas Instruments Inc. 2.29% 22,410 $6.7M Reduce -15.2%
BRK.B Berkshire Hathaway Inc. Class B 2.12% 12,336 $6.2M Reduce -0.9%
HD Home Depot Inc. 2.05% 16,912 $6.0M Reduce -3.1%
JNJ Johnson & Johnson 2.01% 23,115 $5.9M Reduce -0.7%
FTNT Fortinet Inc. 1.93% 36,605 $5.6M Reduce -34.8%
APH Amphenol Corp. Class A 1.92% 31,727 $5.6M Reduce -1.0%
WSO Watsco Inc. 1.77% 12,414 $5.2M Reduce -0.1%
NVDA Nvidia Corp. 1.76% 25,616 $5.1M Add +7.4%
CVX Chevron Corp. 1.75% 30,738 $5.1M Reduce -0.6%
V Visa Inc. Class A 1.73% 14,706 $5.0M Reduce -1.1%
JPM JPMorgan Chase & Co. 1.72% 15,331 $5.0M Add +0.6%
PEP Pepsico Inc. 1.56% 33,605 $4.6M Reduce -10.4%
ROK Rockwell Automation Inc. 1.53% 9,019 $4.5M Add +5.7%
ICLR Icon PLC filed as ICON PUB LTD CO 1.51% 25,373 $4.4M Add +19.2%
GOOG Alphabet Inc. Class C 1.49% 12,326 $4.4M Add +0.5%
GWRE Guidewire Software Inc. 1.49% 35,383 $4.4M Add +2.0%
AXP American Express Co. 1.44% 12,380 $4.2M Reduce -5.2%
AZO AutoZone Inc. 1.40% 1,280 $4.1M Add +0.2%
SO The Southern Co. 1.39% 42,476 $4.1M Add +0.1%
COO The Cooper Cos Inc. 1.39% 56,415 $4.0M Reduce -1.9%
RJF Raymond James Financial Inc. 1.37% 26,258 $4.0M Reduce -0.4%
AON Aon PLC Class A 1.35% 11,902 $3.9M Reduce -1.5%
CASY Casey's General Stores Inc. 1.27% 4,671 $3.7M Reduce -25.4%
BLK BlackRock Inc. 1.21% 3,660 $3.5M Reduce -1.1%
WMT Walmart Inc. 1.20% 30,924 $3.5M Reduce -2.2%
SPSC SPS Commerce Inc. 1.13% 57,626 $3.3M Add +1.0%
FISV Fiserv Inc. 1.11% 65,975 $3.2M Reduce -3.5%
ETN Eaton Corp. PLC 1.10% 7,508 $3.2M Add +1.0%
RSG Republic Services Inc. 1.07% 14,629 $3.1M Reduce -1.5%
VZ Verizon Communications Inc. 1.06% 72,909 $3.1M Add +207.7%
FANG Diamondback Energy Inc. 1.03% 17,112 $3.0M Reduce -3.0%
RPM RPM International Inc. 1.03% 26,886 $3.0M Reduce -0.5%
ZTS Zoetis Inc. 1.00% 40,469 $2.9M Add +130.6%
HRL Hormel Foods Corp. 0.99% 116,383 $2.9M Add +28.0%
ROL Rollins Inc. 0.99% 68,882 $2.9M Add +43.9%
ULTA Ulta Beauty Inc. 0.98% 6,366 $2.9M Add +37.8%
TYL Tyler Technologies Inc. 0.98% 9,798 $2.9M Add +0.4%
CPRT Copart Inc. 0.97% 100,306 $2.8M Add +32.1%
APD Air Products & Chemicals Inc. 0.92% 9,112 $2.7M Reduce -12.2%
AME Ametek Inc. 0.90% 10,810 $2.6M Reduce -1.5%
YUM Yum! Brands Inc. 0.87% 15,862 $2.5M Reduce -0.8%
SITE Siteone Landscape Supply Inc. 0.86% 21,930 $2.5M Add +52.3%
DINO HF Sinclair Corp. 0.85% 35,418 $2.5M Reduce -4.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.82% 3,205 $2.4M Reduce -4.5%
TSCO Tractor Supply Company 0.78% 71,866 $2.3M Add +49.4%
ATO Atmos Energy Corp. 0.77% 13,004 $2.2M Add +95.6%
PNC PNC Financial Services Group 0.66% 7,829 $1.9M Reduce -0.3%
AMAT Applied Materials Inc. 0.63% 2,552 $1.8M Reduce -0.3%
IGSB iShares 1-5Y Inv Grade Corp. 0.61% 34,185 $1.8M Add +0.5%
LLY Eli Lilly & Co. 0.55% 1,341 $1.6M Reduce -1.0%
BAC Bank of America Corp. 0.52% 26,569 $1.5M Reduce -2.4%
ORCL Oracle Corp. 0.51% 10,120 $1.5M Reduce -13.4%
MA Mastercard Inc. Class A 0.48% 2,707 $1.4M Reduce -1.0%
CSX CSX Corp. 0.43% 26,376 $1.3M Add +2.8%
EVR Evercore Inc. Class A 0.42% 3,555 $1.2M No change
KO The Coca-Cola Co. 0.40% 14,262 $1.2M Add +2.7%
XOM Exxon Mobil Corp. 0.39% 8,305 $1.1M Add +13.9%
CAT Caterpillar Inc. 0.39% 1,059 $1.1M Add +10.8%
UNH Unitedhealth Group Inc. 0.37% 2,626 $1.1M Reduce -83.4%
COST Costco Wholesale Corp. 0.37% 1,166 $1.1M Reduce -0.7%
IWR iShares Russell Mid-Cap ETF 0.34% 9,116 $1.0M No change
CF CF Industries Holdings Inc. 0.32% 8,658 $937K Reduce -9.6%
WDC Western Digital Corp. 0.32% 1,455 $929K Reduce -1.0%
SGOV iShares 0-3 Month Treasury B 0.31% 8,973 $903K Add +138.5%
EMR Emerson Electric Co. 0.31% 6,236 $893K Add +0.8%
CSCO Cisco Systems Inc. 0.30% 7,544 $886K Reduce -1.9%
SNDK Sandisk Corp. 0.30% 382 $869K Reduce -0.8%
PG The Procter & Gamble Co. 0.28% 5,540 $812K Add +1.4%
IXN iShares Global Tech ETF 0.27% 5,430 $785K No change
VOO Vanguard S&P 500 ETF 0.27% 1,135 $779K Reduce -0.7%
GLW Corning Inc. 0.27% 3,037 $776K Add +0.7%
CME Cme Group Inc. 0.26% 3,454 $763K Reduce -1.4%
THG Hanover Insurance Group Inc./ 0.26% 3,480 $745K No change
IWM iShares Russell 2000 ETF 0.25% 2,396 $720K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.24% 4,646 $704K Reduce -4.0%
LMT Lockheed Martin Corp. 0.24% 1,364 $695K Add +1.3%
BDX Becton Dickinson and Co. 0.24% 4,555 $689K No change
CPAY Corpay Inc. 0.23% 2,023 $674K No change
IWD iShares Russell 1000 Value E 0.23% 2,750 $667K No change
DXJ Wisdomtree Japan Hedged Eq 0.22% 3,765 $653K No change
MO Altria Group Inc. 0.22% 8,823 $635K Reduce -0.9%
PM Philip Morris International 0.21% 3,460 $626K Add +0.1%
QCOM Qualcomm Inc. 0.21% 3,236 $598K Add +0.5%
VWO Vanguard Ftse Emerging Marke 0.20% 9,752 $582K No change
DORM Dorman Products Inc. 0.20% 4,242 $579K No change
SHY iShares 1-3 Year Treasury Bo 0.19% 6,699 $550K No change
QQQ Invesco QQQ Trust Series 1 0.18% 726 $534K Add +1.5%
WDFC WD-40 Co. 0.18% 2,136 $521K No change
FND Floor & Decor Holdings Inc. Class A 0.18% 8,750 $519K Add +47.1%
SLQD iShares 0-5 YR Inv GRD Corp. 0.17% 10,052 $506K Reduce -7.1%
BR Broadridge Financial Solutio 0.17% 3,649 $500K Add +1.4%
FIVE Five Below 0.17% 2,770 $498K No change
KELYA Kelly Services Inc. Class A 0.16% 38,900 $478K No change
SHOP Shopify Inc. Class A 0.16% 4,150 $474K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.16% 1,663 $468K Reduce -1.5%
GGG Graco Inc. 0.16% 6,177 $467K Reduce -1.1%
GLD SPDR Gold Shares 0.15% 1,201 $442K No change
MELI MercadoLibre Inc. 0.15% 259 $440K Reduce -2.3%
SCI Service Corp. International 0.15% 5,635 $428K No change
META Meta Platforms Inc. Class A 0.15% 751 $423K Add +24.1%
RTX RTX Corp. 0.14% 2,131 $404K Reduce -13.7%
IVV iShares Core S&P 500 ETF 0.14% 538 $403K No change
WFC Wells Fargo & Co. 0.14% 4,829 $399K No change
BLCV iShares Large Cap Val Act 0.14% 9,587 $396K Add +71.3%
TSLA Tesla Inc. 0.14% 938 $395K Add +4.0%
MRK Merck & Co. Inc. 0.14% 3,066 $394K No change
AOS Smith (a.o.) Corp. 0.13% 6,243 $392K No change
IDXX Idexx Laboratories Inc. 0.13% 742 $391K No change
IWP iShares Russell Mid-Cap Grow 0.13% 2,661 $390K No change
ROP Roper Technologies Inc. 0.13% 1,142 $386K Reduce -2.2%
BIP Brookfield Infrastructure Pa 0.13% 10,505 $383K Reduce -0.1%
FIX Comfort Systems USA Inc. 0.13% 190 $377K No change
ABT Abbott Laboratories 0.12% 3,950 $358K Add +0.9%
IJK iShares S&P Mid-Cap 400 Grow 0.12% 3,050 $358K No change
SNPS Synopsys Inc. 0.12% 782 $349K No change
TGT Target Corp. 0.12% 2,665 $348K Reduce -6.8%
A Agilent Technologies Inc. 0.12% 2,575 $342K No change
WDIV St STR SPD S&P Glo Div-US Inc. 0.11% 4,190 $335K Add +0.0%
VT Vanguard Tot World STK ETF 0.11% 2,121 $333K Add +0.1%
IT Gartner Inc. 0.11% 2,475 $321K No change
BMO Bank of Montreal filed as BANK MONTREAL MEDIUM 0.11% 1,784 $315K No change
NUE Nucor Corp. 0.10% 1,340 $298K No change
URI United Rentals Inc. 0.10% 262 $297K Reduce -7.1%
PHO Invesco Water Resources ETF 0.09% 4,000 $276K No change
AMLP Alerian MLP ETF 0.09% 5,091 $264K Add +0.6%
VTI VG Morningstar TS MKT ETF-US 0.09% 713 $264K Add +0.3%
PLD Prologis Inc. 0.09% 1,893 $256K No change
NMM Navios Maritime Partners LP 0.09% 3,627 $254K Reduce -1.1%
PAYX Paychex Inc. 0.09% 2,558 $252K Add +2.4%
OEF iShares S&P 100 ETF 0.09% 680 $249K No change
EXI iShares Global Industrials E 0.08% 1,235 $248K No change
MNST Monster Beverage Corp. 0.08% 2,527 $243K New
PANW Palo Alto Networks Inc. 0.08% 705 $240K New
MSCI MSCI Inc. 0.08% 418 $234K Add +0.7%
WY Weyerhaeuser Co. 0.08% 9,754 $234K No change
SCHD Schwab US DVD Equity ETF 0.08% 6,950 $220K No change
ORLY O'reilly Automotive Inc. 0.07% 2,342 $216K Add +7.6%
TIP iShares Tips Bond ETF 0.07% 1,938 $212K No change
WELL Welltower Inc. 0.07% 924 $210K New
DUK Duke Energy Corp. 0.07% 1,599 $202K New
ISRG Intuitive Surgical Inc. 0.07% 508 $202K Add +2.6%

Options reported separately and not counted above: FISV calls ($29K), CSCO calls ($12K), CPRT calls ($11K).

Portfolio Sells Q1 2026 → Q2 2026
UNH Unitedhealth Group Inc. Reduce -83.4% 0.37% −1.24
CVX Chevron Corp. Reduce -0.6% 1.75% −0.66
PEP Pepsico Inc. Reduce -10.4% 1.56% −0.63
CASY Casey's General Stores Inc. Reduce -25.4% 1.27% −0.44
MSFT Microsoft Corp. Reduce -0.1% 3.94% −0.36
FISV Fiserv Inc. Reduce -3.5% 1.11% −0.33
FANG Diamondback Energy Inc. Reduce -3.0% 1.03% −0.28
WMT Walmart Inc. Reduce -2.2% 1.20% −0.28
APD Air Products & Chemicals Inc. Reduce -12.2% 0.92% −0.22
MASI Masimo Corp. Sold out 0.00% −0.18
COO The Cooper Cos Inc. Reduce -1.9% 1.39% −0.16
RSG Republic Services Inc. Reduce -1.5% 1.07% −0.16
CF CF Industries Holdings Inc. Reduce -9.6% 0.32% −0.15
ORCL Oracle Corp. Reduce -13.4% 0.51% −0.14
BLK BlackRock Inc. Reduce -1.1% 1.21% −0.13
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.9% 2.12% −0.13
JNJ Johnson & Johnson Reduce -0.7% 2.01% −0.13
CME Cme Group Inc. Reduce -1.4% 0.26% −0.13
HD Home Depot Inc. Reduce -3.1% 2.05% −0.12
AON Aon PLC Class A Reduce -1.5% 1.35% −0.12
NFLX Netflix Inc. Sold out 0.00% −0.09
RJF Raymond James Financial Inc. Reduce -0.4% 1.37% −0.07
YUM Yum! Brands Inc. Reduce -0.8% 0.87% −0.07
COST Costco Wholesale Corp. Reduce -0.7% 0.37% −0.07
AXP American Express Co. Reduce -5.2% 1.44% −0.05
TJX TJX Companies Inc. Reduce -4.0% 0.24% −0.05
RTX RTX Corp. Reduce -13.7% 0.14% −0.04
GGG Graco Inc. Reduce -1.1% 0.16% −0.04
MA Mastercard Inc. Class A Reduce -1.0% 0.48% −0.04
SLQD iShares 0-5 YR Inv GRD Corp. Reduce -7.1% 0.17% −0.03
DINO HF Sinclair Corp. Reduce -4.6% 0.85% −0.03
ROP Roper Technologies Inc. Reduce -2.2% 0.13% −0.02
MELI MercadoLibre Inc. Reduce -2.3% 0.15% −0.02
BIP Brookfield Infrastructure Pa Reduce -0.1% 0.13% −0.01
TGT Target Corp. Reduce -6.8% 0.12% −0.01
NMM Navios Maritime Partners LP Reduce -1.1% 0.09% −0.01
MO Altria Group Inc. Reduce -0.9% 0.22% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -4.5% 0.82% −0.00
IBM Intl Business Machines Corp. Reduce -1.5% 0.16% +0.01
VOO Vanguard S&P 500 ETF Reduce -0.7% 0.27% +0.01
AME Ametek Inc. Reduce -1.5% 0.90% +0.01
RPM RPM International Inc. Reduce -0.5% 1.03% +0.01
BAC Bank of America Corp. Reduce -2.4% 0.52% +0.02
URI United Rentals Inc. Reduce -7.1% 0.10% +0.02
V Visa Inc. Class A Reduce -1.1% 1.73% +0.04
PNC PNC Financial Services Group Reduce -0.3% 0.66% +0.05
WSO Watsco Inc. Reduce -0.1% 1.77% +0.07
CSCO Cisco Systems Inc. Reduce -1.9% 0.30% +0.08
LLY Eli Lilly & Co. Reduce -1.0% 0.55% +0.08
WDC Western Digital Corp. Reduce -1.0% 0.32% +0.17

Portfolio Buys Q1 2026 → Q2 2026
ICLR Icon PLC Add +19.2% 1.51% +0.62
VZ Verizon Communications Inc. Add +207.7% 1.06% +0.61
ROK Rockwell Automation Inc. Add +5.7% 1.53% +0.38
ATO Atmos Energy Corp. Add +95.6% 0.77% +0.31
AAPL Apple Inc. Add +0.8% 4.99% +0.22
ZTS Zoetis Inc. Add +130.6% 1.00% +0.22
HRL Hormel Foods Corp. Add +28.0% 0.99% +0.21
NVDA Nvidia Corp. Add +7.4% 1.76% +0.19
GOOG Alphabet Inc. Class C Add +0.5% 1.49% +0.17
SGOV iShares 0-3 Month Treasury B Add +138.5% 0.31% +0.17
SITE Siteone Landscape Supply Inc. Add +52.3% 0.86% +0.14
AMZN Amazon.com Inc. Add +0.3% 3.24% +0.14
CAT Caterpillar Inc. Add +10.8% 0.39% +0.13
GLW Corning Inc. Add +0.7% 0.27% +0.11
ETN Eaton Corp. PLC Add +1.0% 1.10% +0.10
MNST Monster Beverage Corp. New 0.08% +0.08
PANW Palo Alto Networks Inc. New 0.08% +0.08
ULTA Ulta Beauty Inc. Add +37.8% 0.98% +0.07
WELL Welltower Inc. New 0.07% +0.07
DUK Duke Energy Corp. New 0.07% +0.07
FND Floor & Decor Holdings Inc. Class A Add +47.1% 0.18% +0.06
BLCV iShares Large Cap Val Act Add +71.3% 0.14% +0.06
QCOM Qualcomm Inc. Add +0.5% 0.21% +0.05
CSX CSX Corp. Add +2.8% 0.43% +0.03
JPM JPMorgan Chase & Co. Add +0.6% 1.72% +0.03
QQQ Invesco QQQ Trust Series 1 Add +1.5% 0.18% +0.03
ROL Rollins Inc. Add +43.9% 0.99% +0.02
CPRT Copart Inc. Add +32.1% 0.97% +0.02
META Meta Platforms Inc. Class A Add +24.1% 0.15% +0.01
TSLA Tesla Inc. Add +4.0% 0.14% +0.01
VTI VG Morningstar TS MKT ETF-US Add +0.3% 0.09% +0.00
VT Vanguard Tot World STK ETF Add +0.1% 0.11% +0.00
EMR Emerson Electric Co. Add +0.8% 0.31% +0.00
PAYX Paychex Inc. Add +2.4% 0.09% −0.00
KO The Coca-Cola Co. Add +2.7% 0.40% −0.00
PM Philip Morris International Add +0.1% 0.21% −0.00
ORLY O'reilly Automotive Inc. Add +7.6% 0.07% −0.00
MSCI MSCI Inc. Add +0.7% 0.08% −0.00
WDIV St STR SPD S&P Glo Div-US Inc. Add +0.0% 0.11% −0.01
AMLP Alerian MLP ETF Add +0.6% 0.09% −0.01
ISRG Intuitive Surgical Inc. Add +2.6% 0.07% −0.02
PG The Procter & Gamble Co. Add +1.4% 0.28% −0.02
ABT Abbott Laboratories Add +0.9% 0.12% −0.03
TSCO Tractor Supply Company Add +49.4% 0.78% −0.04
BR Broadridge Financial Solutio Add +1.4% 0.17% −0.05
IGSB iShares 1-5Y Inv Grade Corp. Add +0.5% 0.61% −0.06
SPSC SPS Commerce Inc. Add +1.0% 1.13% −0.07
LMT Lockheed Martin Corp. Add +1.3% 0.24% −0.07
XOM Exxon Mobil Corp. Add +13.9% 0.39% −0.08
SO The Southern Co. Add +0.1% 1.39% −0.15

Options Activity Q1 2026 → Q2 2026
SPSC SPS Commerce Inc. call Sold out 400 $22Kbefore exit
CSCO Cisco Systems Inc. call Reduce -50.0% 100 $12K

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