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CIK: 0001133999
Total reported value
$291.6M
$291.6M
125 檔
18.7%
According to the latest 13F quarterly dataset, Buckhead Capital Management LLC managed an equity portfolio of $291.6M at the end of Q4 2024, spanning 125 distinct U.S. exchange-listed positions.
During Q4 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 | AAPL | Apple Inc | Stock-Tech | 4.65% | +0.21% | -1.33% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.30% | -0.36% | -2.38% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.20% | -0.13% | -0.58% | |
| 4 | HD | Home Depot Inc | Stock-Consumer Disc | 2.92% | -0.11% | -9.70% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.39% | +0.39% | +4.88% | |
| 6 | FISV | Fiserv Inc | Stock-Other | 2.35% | -0.33% | -0.76% | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.31% | -1.25% | -0.91% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.26% | +0.03% | -0.87% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.25% | -0.13% | -2.99% | |
| 10 | CVX | Chevron CORP | Stock-Energy | 2.04% | -0.66% | -0.97% | |
| 11 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.94% | -0.63% | -1.85% | |
| 12 | ROP | Roper Technologies Inc | Stock-Tech | 1.87% | -0.03% | +13.05% | |
| 13 | GWRE | Guidewire Software Inc | Stock-Tech | 1.85% | -0.46% | -16.85% | |
| 14 | TXN | Texas Instruments Inc | Stock-Tech | 1.83% | +0.36% | +0.69% | |
| 15 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.83% | -0.07% | -9.99% | |
| 16 | RJF | Raymond James Financial Inc | Stock-Financials | 1.78% | -0.07% | -15.70% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.70% | +0.14% | +14.64% | |
| 18 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.68% | -0.22% | -0.48% | |
| 19 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 1.68% | +0.07% | +15.62% | |
| 20 | BLK | Blackrock Inc | Stock-Financials | 1.68% | -0.13% | — | |
| 21 | WSO | Watsco Inc | Stock-Industrials | 1.67% | +0.07% | -2.13% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.67% | -0.28% | -0.46% | |
| 23 | SO | Southern Co/the | Stock-Utilities | 1.67% | -0.15% | -0.29% | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 1.63% | -0.14% | -16.89% | |
| 25 | AZO | Autozone Inc | Stock-Consumer Disc | 1.60% | -0.23% | -1.76% | |
| 26 | AON | Aon plc | Stock-Financials | 1.57% | -0.12% | -0.13% | |
| 27 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.55% | — | -1.60% | |
| 28 | EA | Electronic Arts Inc | Stock-Comm Services | 1.55% | — | -3.81% | |
| 29 | FTNT | Fortinet Inc | Stock-Tech | 1.53% | +0.20% | -0.15% | |
| 30 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.49% | -0.45% | -0.66% | |
| 31 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.44% | +0.38% | +14.22% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 1.43% | +0.04% | -0.76% | |
| 33 | COO | Cooper Cos Inc/the | Stock-Healthcare | 1.41% | -0.16% | +0.32% | |
| 34 | APH | Amphenol Corp-cl A | Stock-Tech | 1.41% | +0.39% | +0.68% | |
| 35 | AXP | American Express Co | Stock-Financials | 1.35% | -0.05% | -0.71% | |
| 36 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 1.31% | — | +0.09% | |
| 37 | AME | Ametek Inc | Stock-Industrials | 1.31% | +0.01% | -0.42% | |
| 38 | TYL | Tyler Technologies Inc | Stock-Tech | 1.25% | -0.28% | -1.49% | |
| 39 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 1.22% | — | -0.08% | |
| 40 | CRL | Charles River Laboratories | Stock-Healthcare | 1.13% | — | -9.29% | |
| 41 | GNTX | Gentex CORP | Stock-Consumer Disc | 1.07% | — | -2.44% | |
| 42 | FANG | Diamondback Energy Inc | Stock-Energy | 1.04% | -0.29% | +0.34% | |
| 43 | RSG | Republic Services Inc | Stock-Industrials | 1.02% | -0.16% | -1.32% | |
| 44 | CF | Cf Industries Holdings Inc | Stock-Materials | 0.98% | -0.15% | -2.81% | |
| 45 | PNC | Pnc Financial Services Group | Stock-Financials | 0.89% | +0.04% | — | |
| 46 | THG | Hanover Insurance Group Inc/ | Stock-Financials | 0.86% | +0.03% | -0.35% | |
| 47 | ATO | Atmos Energy CORP | Stock-Utilities | 0.85% | +0.31% | +0.77% | |
| 48 | DINO | Hf Sinclair CORP | Stock-Energy | 0.75% | -0.02% | +15.69% | |
| 49 | CSX | Csx CORP | Stock-Industrials | 0.75% | +0.03% | — | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | +0.16% | +2.58% |
According to official SEC Form 13F filings, Buckhead Capital Management LLC reported a total U.S. public equity portfolio value of $291.6M across 125 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, BRK-B) accounted for 18.7% of total reported equity market value during Q4 2024.
During Q4 2024, Buckhead Capital Management LLC's top holdings by market value included AAPL (4.7%)、MSFT (4.3%)、BRK-B (3.2%). The largest single position, AAPL, represented 4.7% of total portfolio value.
In Q4 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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