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CIK: 0001133999
Total reported value
$291.6M
$291.6M
118 檔
18.3%
According to the latest 13F quarterly dataset, Buckhead Capital Management LLC managed an equity portfolio of $291.6M at the end of Q2 2024, spanning 118 distinct U.S. exchange-listed positions.
During Q2 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 | 5.10% | -0.36% | -1.15% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.33% | +0.21% | -0.43% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.08% | -0.13% | -0.09% | |
| 4 | HD | Home Depot Inc | Stock-Consumer Disc | 3.04% | -0.11% | -0.12% | |
| 5 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.50% | -1.25% | +0.42% | |
| 6 | GWRE | Guidewire Software Inc | Stock-Tech | 2.49% | -0.46% | -0.47% | |
| 7 | CVX | Chevron CORP | Stock-Energy | 2.40% | -0.66% | -0.23% | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.33% | -0.13% | +10.45% | |
| 9 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.14% | -0.63% | +4.13% | |
| 10 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.08% | -0.07% | -0.05% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.04% | +0.03% | -0.34% | |
| 12 | TXN | Texas Instruments Inc | Stock-Tech | 2.01% | +0.36% | +2.30% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.98% | +0.39% | +3.59% | |
| 14 | FISV | Fiserv Inc | Stock-Other | 1.97% | -0.33% | -0.21% | |
| 15 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.96% | -0.45% | -12.58% | |
| 16 | ROP | Roper Technologies Inc | Stock-Tech | 1.91% | -0.03% | +8.89% | |
| 17 | WSO | Watsco Inc | Stock-Industrials | 1.78% | +0.07% | -0.31% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 1.75% | -0.14% | +0.17% | |
| 19 | APH | Amphenol Corp-cl A | Stock-Tech | 1.70% | +0.39% | +73.25% | |
| 20 | SO | Southern Co/the | Stock-Utilities | 1.68% | -0.15% | +9.11% | |
| 21 | EA | Electronic Arts Inc | Stock-Comm Services | 1.64% | — | -0.21% | |
| 22 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.60% | -0.22% | +0.22% | |
| 23 | AZO | Autozone Inc | Stock-Consumer Disc | 1.60% | -0.23% | -7.99% | |
| 24 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.58% | — | -0.31% | |
| 25 | DG | Dollar General CORP | Stock-Consumer Staples | 1.52% | — | +0.02% | |
| 26 | CRL | Charles River Laboratories | Stock-Healthcare | 1.49% | — | +3.79% | |
| 27 | COO | Cooper Cos Inc/the | Stock-Healthcare | 1.43% | -0.16% | +9.19% | |
| 28 | RJF | Raymond James Financial Inc | Stock-Financials | 1.42% | -0.07% | -11.73% | |
| 29 | BLKCHF | Blackrock Inc | Stock-Other | 1.39% | — | +12.23% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.38% | +0.14% | -0.17% | |
| 31 | GNTX | Gentex CORP | Stock-Consumer Disc | 1.37% | — | -0.22% | |
| 32 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 1.37% | — | +0.92% | |
| 33 | FANG | Diamondback Energy Inc | Stock-Energy | 1.35% | -0.29% | -23.46% | |
| 34 | AON | Aon plc | Stock-Financials | 1.34% | -0.12% | — | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 1.30% | -0.28% | +0.09% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 1.26% | +0.04% | -0.14% | |
| 37 | AXP | American Express Co | Stock-Financials | 1.19% | -0.05% | -17.60% | |
| 38 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.18% | +0.38% | — | |
| 39 | TYL | Tyler Technologies Inc | Stock-Tech | 1.16% | -0.28% | -0.10% | |
| 40 | AME | Ametek Inc | Stock-Industrials | 1.15% | +0.01% | -0.41% | |
| 41 | RSG | Republic Services Inc | Stock-Industrials | 1.06% | -0.16% | +0.14% | |
| 42 | FTNT | Fortinet Inc | Stock-Tech | 1.04% | +0.20% | +25.24% | |
| 43 | CF | Cf Industries Holdings Inc | Stock-Materials | 0.93% | -0.15% | -0.26% | |
| 44 | DINO | Hf Sinclair CORP | Stock-Energy | 0.90% | -0.02% | -11.93% | |
| 45 | PNC | Pnc Financial Services Group | Stock-Financials | 0.77% | +0.04% | — | |
| 46 | ATO | Atmos Energy CORP | Stock-Utilities | 0.76% | +0.31% | +24.19% | |
| 47 | MMM | 3m Co | Stock-Industrials | 0.75% | — | +1.72% | |
| 48 | THG | Hanover Insurance Group Inc/ | Stock-Financials | 0.75% | +0.03% | +0.51% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | +0.16% | +3.63% | |
| 50 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.70% | -0.03% | — |
According to official SEC Form 13F filings, Buckhead Capital Management LLC reported a total U.S. public equity portfolio value of $291.6M across 118 disclosed positions in Q2 2024.
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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, BRK-B) accounted for 18.3% of total reported equity market value during Q2 2024.
During Q2 2024, Buckhead Capital Management LLC's top holdings by market value included MSFT (5.1%)、AAPL (4.3%)、BRK-B (3.1%). The largest single position, MSFT, represented 5.1% of total portfolio value.
In Q2 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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