MondegarAI
BUCKHEAD CAPITAL MANAGEMENT LLC

Q2 2024 · 13F-HR

BUCKHEAD CAPITAL MANAGEMENT LLCholdings as filed

Filed 2024-08-08 · accession 0001085146-24-003581

$295.2M
Reported value
118
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$15.1M5.10%33,716CommonSOLE
037833100AAPLAPPLE INC$12.8M4.33%60,755CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$9.1M3.08%22,338CommonSOLE
437076102HDHOME DEPOT INC$9.0M3.04%26,035CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$7.4M2.50%14,486CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$7.3M2.49%53,269CommonSOLE
166764100CVXCHEVRON CORP NEW$7.1M2.40%45,238CommonSOLE
478160104JNJJOHNSON & JOHNSON$6.9M2.33%47,127CommonSOLE
713448108PEPPEPSICO INC$6.3M2.14%38,328CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$6.1M2.08%13,153CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$6.0M2.04%29,811CommonSOLE
882508104TXNTEXAS INSTRS INC$5.9M2.01%30,466CommonSOLE
02079K305GOOGLALPHABET INC$5.8M1.98%32,062CommonSOLE
337738108FISVFISERV INC$5.8M1.97%39,075CommonSOLE
147528103CASYCASEYS GEN STORES INC$5.8M1.96%15,152CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$5.6M1.91%10,006CommonSOLE
942622200WSOWATSCO INC$5.3M1.78%11,370CommonSOLE
68389X105ORCLORACLE CORP$5.2M1.75%36,630CommonSOLE
032095101APHAMPHENOL CORP NEW$5.0M1.70%74,518CommonSOLE
842587107SOSOUTHERN CO$5.0M1.68%64,113CommonSOLE
285512109EAELECTRONIC ARTS INC$4.9M1.64%34,813CommonSOLE
009158106APDAIR PRODS & CHEMS INC$4.7M1.60%18,345CommonSOLE
053332102AZOAUTOZONE INC$4.7M1.60%1,589CommonSOLE
20030N101CMCSACOMCAST CORP NEW$4.7M1.58%118,945CommonSOLE
256677105DGDOLLAR GEN CORP NEW$4.5M1.52%33,903CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$4.4M1.49%21,331CommonSOLE
216648501COOCOOPER COS INC$4.2M1.43%48,372CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$4.2M1.42%33,813CommonSOLE
09247X101BLKCHFBLACKROCK INC$4.1M1.39%5,204CommonSOLE
023135106AMZNAMAZON COM INC$4.1M1.38%21,103CommonSOLE
371901109GNTXGENTEX CORP$4.0M1.37%120,065CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$4.0M1.37%62,006CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$4.0M1.35%19,901CommonSOLE
G0403H108AONAON PLC$4.0M1.34%13,474CommonSOLE
931142103WMTWALMART INC$3.8M1.30%56,469CommonSOLE
92826C839VVISA INC$3.7M1.26%14,198CommonSOLE
025816109AXPAMERICAN EXPRESS CO$3.5M1.19%15,198CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$3.5M1.18%12,666CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$3.4M1.16%6,800CommonSOLE
031100100AMEAMETEK INC$3.4M1.15%20,287CommonSOLE
760759100RSGREPUBLIC SVCS INC$3.1M1.06%16,083CommonSOLE
34959E109FTNTFORTINET INC$3.1M1.04%50,751CommonSOLE
125269100CFCF INDS HLDGS INC$2.7M0.93%36,995CommonSOLE
403949100DINOHF SINCLAIR CORP$2.7M0.90%49,683CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$2.3M0.77%14,550CommonSOLE
049560105ATOATMOS ENERGY CORP$2.2M0.76%19,212CommonSOLE
88579Y101MMM3M CO$2.2M0.75%21,608CommonSOLE
410867105THGHANOVER INS GROUP INC$2.2M0.75%17,601CommonSOLE
02079K107GOOGALPHABET INC$2.1M0.71%11,474CommonSOLE
075887109BDXBECTON DICKINSON & CO$2.1M0.70%8,905CommonSOLE
116794108BRKRBRUKER CORP$2.1M0.70%32,316CommonSOLE
02209S103MOALTRIA GROUP INC$2.0M0.68%44,259CommonSOLE
550021109LULULULULEMON ATHLETICA INC$2.0M0.68%6,714CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$2.0M0.67%27,031CommonSOLE
26875P101EOGEOG RES INC$1.9M0.65%15,300CommonSOLE
12572Q105CMECME GROUP INC$1.8M0.61%9,087CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$1.7M0.58%8,693CommonSOLE
532457108LLYELI LILLY & CO$1.7M0.57%1,850CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.4M0.47%3,155CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$1.3M0.44%4,851CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.3M0.43%1,503CommonSOLE
060505104BACBANK AMERICA CORP$1.1M0.37%27,638CommonSOLE
366651107ITGARTNER INC$956,4980.32%2,130CommonSOLE
29977A105EVREVERCORE INC$947,7310.32%4,547CommonSOLE
742718109PGPROCTER AND GAMBLE CO$909,8640.31%5,517CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$901,7110.31%1,657CommonSOLE
488152208KELYAKELLY SVCS INC$897,0790.30%41,900CommonSOLE
30231G102XOMEXXON MOBIL CORP$836,7580.28%7,269CommonSOLE
872540109TJXTJX COS INC NEW$832,3560.28%7,560CommonSOLE
217204106CPRTCOPART INC$757,2110.26%13,981CommonSOLE
46436E718SGOVISHARES TR$749,5850.25%7,443CommonSOLE
749685103RPMRPM INTL INC$680,4300.23%6,319CommonSOLE
747525103QCOMQUALCOMM INC$644,3470.22%3,235CommonSOLE
464287499IWRISHARES TR$624,3160.21%7,700CommonSOLE
775711104ROLROLLINS INC$616,1690.21%12,629CommonSOLE
038222105AMATAPPLIED MATLS INC$576,1530.20%2,441CommonSOLE
219948106CPAYCORPAY INC$538,9470.18%2,023CommonSOLE
03662Q105AKXANSYS INC$535,2980.18%1,665CommonSOLE
464287598IWDISHARES TR$523,4100.18%3,000CommonSOLE
831865209AOSSMITH A O CORP$510,5530.17%6,243CommonSOLE
002824100ABTABBOTT LABS$506,9770.17%4,879CommonSOLE
384109104GGGGRACO INC$473,8570.16%5,977CommonSOLE
929236107WDFCWD 40 CO$469,2070.16%2,136CommonSOLE
22160N109CSGPCOSTAR GROUP INC$467,3040.16%6,303CommonSOLE
817565104SCISERVICE CORP INTL$441,7880.15%6,211CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$429,6790.15%9,819CommonSOLE
46434V100SLQDISHARES TR$414,5870.14%8,418CommonSOLE
37733W204GSKGSK PLC$399,5140.14%10,377CommonSOLE
58733R102MELIMERCADOLIBRE INC$394,4160.13%240CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$393,4610.13%2,275CommonSOLE
235851102DHRDANAHER CORPORATION$391,0150.13%1,565CommonSOLE
258278100DORMDORMAN PRODS INC$388,0580.13%4,242CommonSOLE
87612E106TGTTARGET CORP$382,6830.13%2,585CommonSOLE
718172109PMPHILIP MORRIS INTL INC$371,6020.13%3,667CommonSOLE
704326107PAYXPAYCHEX INC$367,6550.12%3,101CommonSOLE
192422103CGNXCOGNEX CORP$364,7280.12%7,800CommonSOLE
67066G104NVDANVIDIA CORPORATION$361,9720.12%2,930CommonSOLE
17275R102CSCOCISCO SYS INC$351,0990.12%7,390CommonSOLE
58933Y105MRKMERCK & CO INC$336,9370.11%2,722CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$333,7970.11%2,575CommonSOLE
574795100MASIMASIMO CORP$333,7410.11%2,650CommonSOLE
191216100KOCOCA COLA CO$327,7340.11%5,149CommonSOLE
75513E101RTXRTX CORPORATION$322,7540.11%3,215CommonSOLE
464287200IVVISHARES TR$314,4720.11%575CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$309,8520.10%11,292CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$306,4980.10%10,796CommonSOLE
33829M101FIVEFIVE BELOW INC$301,8470.10%2,770CommonSOLE
949746101WMT2WELLS FARGO CO NEW$278,4800.09%4,689CommonSOLE
00162Q452AMLPALPS ETF TR$275,9330.09%5,751CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$273,3780.09%2,750CommonSOLE
74340W103PLDPROLOGIS INC.$259,5480.09%2,311CommonSOLE
464287655IWMISHARES TR$250,3660.08%1,234CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$249,6190.08%2,056CommonSOLE
254687106DISDISNEY WALT CO$236,7070.08%2,384CommonSOLE
82509L107SHOPSHOPIFY INC$224,5700.08%3,400CommonSOLE
78463V107GLDSPDR GOLD TR$214,5800.07%998CommonSOLE
464287176TIPISHARES TR$206,9400.07%1,938CommonSOLE
670346105NUENUCOR CORP$205,5040.07%1,300CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.