Q2 2026 13F · SEC CIK 1133999

Buckhead Capital Management LLC

Institutional asset managerFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $291.5M
Reported positions: 146
Top holdings a year, 3 yrs: +11.0%
Assets under management: $5.8B

Buckhead Capital Management LLC is an institutional asset manager that reported 146 positions worth $291.5M in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Apple Inc (AAPL, 5.0%), Microsoft Corp (MSFT, 3.9%), Alphabet Inc (GOOGL, 3.8%). A portfolio copying its top holdings returned 11.0% a year over the last 3 years, against 20.4% for the S&P 500.

Buckhead Capital Management LLC holdings largest 50 of 146 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Buckhead Capital Management LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	5.0%	4.8%	50,312	+0.8%	$14.6M
MSFTMicrosoft Corp	3.9%	4.3%	30,822	-0.1%	$11.5M
GOOGLAlphabet Inc	3.8%	3.4%	31,074	-1.4%	$11.1M
AMZNAmazon Com Inc	3.2%	3.1%	39,633	+0.3%	$9.4M
LRCXLam Research Corp	3.1%	1.7%	20,866	-2.2%	$9.0M
TXNTexas Instrs Inc	2.3%	1.9%	22,410	-15.2%	$6.7M
BRK-BBerkshire Hathaway Inc Del	2.1%	2.2%	12,336	-0.9%	$6.2M
HDHome Depot Inc	2.0%	2.2%	16,912	-3.1%	$6.0M
JNJJohnson & Johnson	2.0%	2.1%	23,115	-0.7%	$5.9M
FTNTFortinet Inc	1.9%	1.7%	36,605	-34.8%	$5.6M
APHAmphenol Corp	1.9%	1.5%	31,727	-1.0%	$5.6M
WSOWatsco	1.8%	1.7%	12,414	-0.1%	$5.2M
NVDANvidia Corporation	1.8%	1.6%	25,616	+7.4%	$5.1M
CVXChevron Corporation	1.7%	2.4%	30,738	-0.6%	$5.1M
VVisa Inc	1.7%	1.7%	14,706	-1.1%	$5.0M
JPMJpmorgan Chase & Co	1.7%	1.7%	15,331	+0.6%	$5.0M
PEPPepsico Inc	1.6%	2.2%	33,605	-10.4%	$4.6M
ROKRockwell Automation Inc	1.5%	1.2%	9,019	+5.7%	$4.5M
ICLRIcon Plc	1.5%	0.9%	25,373	+19.2%	$4.4M
GOOGAlphabet Inc	1.5%	1.3%	12,326	+0.4%	$4.4M
GWREGuidewire Software Inc	1.5%	2.0%	35,383	+2.0%	$4.4M
AXPAmerican Express Co	1.4%	1.5%	12,380	-5.2%	$4.2M
AZOAutozone Inc	1.4%	1.6%	1,280	+0.2%	$4.1M
SOSouthern Co	1.4%	1.5%	42,476	+0.1%	$4.1M
COOCooper Cos Inc	1.4%	1.6%	56,415	-1.9%	$4.0M
RJFRaymond James Finl Inc	1.4%	1.4%	26,258	-0.4%	$4.0M
AONAon PLC	1.4%	1.5%	11,902	-1.5%	$3.9M
CASYCaseys Gen Stores Inc	1.3%	1.7%	4,671	-25.4%	$3.7M
BLKBlackrock Inc	1.2%	1.3%	3,660	-1.1%	$3.5M
WMTWalmart Inc	1.2%	1.5%	30,924	-2.2%	$3.5M
SPSCSps Comm Inc	1.1%	1.2%	57,626	+1.0%	$3.3M
FISVFiserv Inc	1.1%	1.4%	65,975	-3.5%	$3.2M
ETNEaton Corp PLC	1.1%	1.0%	7,508	+1.0%	$3.2M
RSGRepublic Svcs Inc	1.1%	1.2%	14,629	-1.5%	$3.1M
VZVerizon Communications Inc	1.1%	—	72,909	—	$3.1M
FANGDiamondback Energy Inc	1.0%	1.3%	17,112	-3.0%	$3.0M
RPMRpm Intl Inc	1.0%	1.0%	26,886	-0.5%	$3.0M
ZTSZoetis Inc	1.0%	0.8%	40,469	+130.6%	$2.9M
HRLHormel Foods Corp	1.0%	0.8%	116,383	+28.0%	$2.9M
ROLRollins Inc	1.0%	1.0%	68,882	+43.9%	$2.9M
ULTAUlta Beauty Inc	1.0%	0.9%	6,366	+37.8%	$2.9M
TYLTyler Technologies Inc	1.0%	1.3%	9,798	+0.4%	$2.9M
CPRTCopart Inc	1.0%	0.9%	100,306	+32.1%	$2.8M
APDAir Products and Chemicals I	0.9%	1.1%	9,112	-12.2%	$2.7M
AMEAmetek Inc	0.9%	0.9%	10,810	-1.5%	$2.6M
YUMYum Brands Inc	0.9%	0.9%	15,862	-0.8%	$2.5M
SITESiteone Landscape Supply Inc	0.9%	0.7%	21,930	+52.3%	$2.5M
DINOHf Sinclair Corp	0.8%	0.9%	35,418	-4.6%	$2.5M
SPYState Str Spdr S&p 500 ETF T	0.8%	0.8%	3,205	-4.5%	$2.4M
TSCOTractor Supply Co	0.8%	0.8%	71,866	+49.4%	$2.3M

What Buckhead Capital Management LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.8% /yr; S&P 500 +20.1%
3 years: +11.0% /yr; S&P 500 +20.4%
5 years: +7.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$291.5M	146
Q1 2026	$265.3M	144
Q4 2025	$278.7M	138
Q3 2025	$275.1M	127
Q2 2025	$258.6M	128
Q1 2025	$311.7M	121
Q4 2024	$312.8M	125
Q3 2024	$316.2M	126
Q2 2024	$295.2M	118
Q1 2024	$295.5M	122
Q4 2023	$270.1M	119
Q3 2023	$240.5M	109

Questions about Buckhead Capital Management LLC's portfolio

What stocks does Buckhead Capital Management LLC own?

Buckhead Capital Management LLC's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 146 positions worth $291.5M. The largest are Apple Inc (AAPL) at 5.0%, Microsoft Corp (MSFT) at 3.9%, Alphabet Inc (GOOGL) at 3.8%, Amazon Com Inc (AMZN) at 3.2% and Lam Research Corp (LRCX) at 3.1%.

What did Buckhead Capital Management LLC buy last quarter?

In Q2 2026, Buckhead Capital Management LLC added Zoetis Inc (ZTS) (+130.6% shares), Siteone Landscape Supply Inc (SITE) (+52.3% shares) and Tractor Supply Co (TSCO) (+49.4% shares), compared with its Q1 2026 filing.

What did Buckhead Capital Management LLC sell last quarter?

In Q2 2026, Buckhead Capital Management LLC cut from its top 50 Unitedhealth Group Inc (UNH), Fortinet Inc (FTNT) (-34.8% shares), Caseys Gen Stores Inc (CASY) (-25.4% shares) and Texas Instrs Inc (TXN) (-15.2% shares), compared with its Q1 2026 filing.

How has Buckhead Capital Management LLC's portfolio performed?

A portfolio copying Buckhead Capital Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.8% against +20.1%. Over 5 years: +7.5% a year against +11.6%.

When is Buckhead Capital Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Buckhead Capital Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Buckhead Capital Management LLC manage?

Buckhead Capital Management LLC reported $5.8B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $291.5M.