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CIK: 0001133999
Total reported value
$291.6M
$291.6M
122 檔
17.6%
The Q1 2024 SEC filing reveals that Buckhead Capital Management LLC held a total portfolio value of $291.6M, covering 122 public equity positions.
During Q1 2024, Buckhead Capital Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.86% | -0.36% | +0.54% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.54% | +0.21% | +0.00% | |
| 3 | HD | Home Depot Inc | Stock-Consumer Disc | 3.38% | -0.11% | +0.25% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.18% | -0.13% | +2.49% | |
| 5 | CVX | Chevron CORP | Stock-Energy | 2.42% | -0.66% | +8.45% | |
| 6 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.42% | -1.25% | +9.37% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.28% | -0.13% | -7.61% | |
| 8 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.18% | -0.63% | +9.22% | |
| 9 | FISV | Fiserv Inc | Stock-Other | 2.12% | -0.33% | +1.19% | |
| 10 | GWRE | Guidewire Software Inc | Stock-Tech | 2.11% | -0.46% | +1.53% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.03% | +0.03% | +0.23% | |
| 12 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.03% | -0.07% | +2.23% | |
| 13 | CRL | Charles River Laboratories | Stock-Healthcare | 1.88% | — | +2.03% | |
| 14 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.87% | -0.45% | +0.93% | |
| 15 | AZO | Autozone Inc | Stock-Consumer Disc | 1.84% | -0.23% | +4.54% | |
| 16 | DG | Dollar General CORP | Stock-Consumer Staples | 1.79% | — | +4.27% | |
| 17 | TXN | Texas Instruments Inc | Stock-Tech | 1.76% | +0.36% | +34.22% | |
| 18 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.75% | — | +9.91% | |
| 19 | ROP | Roper Technologies Inc | Stock-Tech | 1.74% | -0.03% | +1.93% | |
| 20 | FANG | Diamondback Energy Inc | Stock-Energy | 1.74% | -0.29% | +5.81% | |
| 21 | APH | Amphenol Corp-cl A | Stock-Tech | 1.68% | +0.39% | -13.62% | |
| 22 | WSO | Watsco Inc | Stock-Industrials | 1.67% | +0.07% | +4.36% | |
| 23 | RJF | Raymond James Financial Inc | Stock-Financials | 1.66% | -0.07% | +6.11% | |
| 24 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 1.65% | — | +6.05% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.58% | +0.39% | +20.44% | |
| 26 | EA | Electronic Arts Inc | Stock-Comm Services | 1.57% | — | -15.76% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 1.55% | -0.14% | +6.50% | |
| 28 | COO | Cooper Cos Inc/the | Stock-Healthcare | 1.52% | -0.16% | — | |
| 29 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.50% | -0.22% | +32.77% | |
| 30 | GNTX | Gentex CORP | Stock-Consumer Disc | 1.47% | — | -9.12% | |
| 31 | SO | Southern Co/the | Stock-Utilities | 1.43% | -0.15% | +2.21% | |
| 32 | AXP | American Express Co | Stock-Financials | 1.42% | -0.05% | -0.52% | |
| 33 | CME | Cme Group Inc | Stock-Financials | 1.42% | -0.13% | +0.77% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 1.34% | +0.04% | +2.83% | |
| 35 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 1.34% | — | +7.63% | |
| 36 | BLKCHF | Blackrock Inc | Stock-Other | 1.31% | — | +11.41% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.29% | +0.14% | +0.51% | |
| 38 | AME | Ametek Inc | Stock-Industrials | 1.26% | +0.01% | -9.14% | |
| 39 | DINO | Hf Sinclair CORP | Stock-Energy | 1.15% | -0.02% | +5.54% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 1.15% | -0.28% | +203.73% | |
| 41 | CF | Cf Industries Holdings Inc | Stock-Materials | 1.04% | -0.15% | +3.96% | |
| 42 | RSG | Republic Services Inc | Stock-Industrials | 1.04% | -0.16% | +0.77% | |
| 43 | TYL | Tyler Technologies Inc | Stock-Tech | 0.98% | -0.28% | +1.34% | |
| 44 | FTNT | Fortinet Inc | Stock-Tech | 0.94% | +0.20% | +34.48% | |
| 45 | CB | Chubb Limited | Stock-Financials | 0.82% | — | -12.92% | |
| 46 | THG | Hanover Insurance Group Inc/ | Stock-Financials | 0.81% | +0.03% | +13.41% | |
| 47 | PNC | Pnc Financial Services Group | Stock-Financials | 0.80% | +0.04% | +0.17% | |
| 48 | MMM | 3m Co | Stock-Industrials | 0.76% | — | -0.02% | |
| 49 | BRKR | Bruker CORP | Stock-Healthcare | 0.75% | — | +6.00% | |
| 50 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.75% | -0.03% | -15.08% |
According to official SEC Form 13F filings, Buckhead Capital Management LLC reported a total U.S. public equity portfolio value of $291.6M across 122 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, HD) accounted for 17.6% of total reported equity market value during Q1 2024.
During Q1 2024, Buckhead Capital Management LLC's top holdings by market value included MSFT (4.9%)、AAPL (3.5%)、HD (3.4%). The largest single position, MSFT, represented 4.9% of total portfolio value.
In Q1 2024, Buckhead Capital Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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