Institutional
BUCKHEAD CAPITAL MANAGEMENT LLC
CIK 0001133999
$265.4M
Reported AUM
144
Positions
Q1 2026
Period
2026-05-08
Filed
The Brief · BUCKHEAD CAPITAL MANAGEMENT LLC · Q1 2026
AI · grounded in 13F
Buckhead Capital Management LLC closed its position in Equity Lifestyle Properties Inc ELS, reducing its exposure by $3.48M. The fund established new positions in Eaton Corp PLC ETN for $2.66M, Zoetis Inc ZTS for $2.07M, and Hormel Foods Corp HRL for $2.06M. Additionally, the manager increased its holdings in SiteOne Landscape Supply Inc SITE and NVIDIA Corporation NVDA by 381.38% and 335.33% respectively.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $333.43 | -1.41% | 65.41% | 124.96% | $12.7M | 4.78% | — | HELD |
| 2 | MSFT | MICROSOFT CORP | $451.10 | 15.51% | -13.24% | 55.41% | $11.4M | 4.30% | — | HELD |
| 3 | GOOGL | ALPHABET INC | $333.66 | -0.91% | 76.18% | 131.67% | $9.1M | 3.42% | — | HELD |
| 4 | AMZN | AMAZON COM INC | $235.50 | 3.90% | 5.54% | 30.60% | $8.2M | 3.10% | — | HELD |
| 5 | CVX | CHEVRON CORPORATION | $192.31 | 0.23% | 31.24% | 138.73% | $6.4M | 2.41% | — | HELD |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $6.0M | 2.25% | — | HELD |
| 7 | PEP | PEPSICO INC | $140.20 | -2.30% | 7.11% | 7.50% | $5.8M | 2.19% | — | HELD |
| 8 | HD | HOME DEPOT INC | $333.35 | -1.45% | -8.42% | 15.74% | $5.7M | 2.16% | — | HELD |
| 9 | JNJ | JOHNSON & JOHNSON | $255.82 | -3.66% | 56.99% | 69.37% | $5.7M | 2.14% | — | HELD |
| 10 | GWRE | GUIDEWIRE SOFTWARE INC | $153.21 | -8.40% | -24.96% | 41.20% | $5.2M | 1.95% | — | HELD |
| 11 | TXN | TEXAS INSTRS INC | $278.76 | 2.75% | 57.32% | 67.38% | $5.1M | 1.93% | — | HELD |
| 12 | FTNT | FORTINET INC | $154.25 | 0.67% | 57.37% | 143.10% | $4.6M | 1.73% | — | HELD |
| 13 | LRCX | LAM RESEARCH CORP | $297.72 | 17.98% | 163.30% | 339.52% | $4.6M | 1.72% | — | HELD |
| 14 | CASY | CASEYS GEN STORES INC | $867.50 | 0.04% | 66.33% | 335.57% | $4.6M | 1.72% | — | HELD |
| 15 | WSO | WATSCO INC | $310.73 | -2.90% | -26.16% | 28.68% | $4.5M | 1.70% | — | HELD |
| 16 | V | VISA INC | $366.27 | -0.67% | 8.37% | 65.12% | $4.5M | 1.69% | — | HELD |
| 17 | JPM | JPMORGAN CHASE & CO | $350.85 | 1.78% | 21.40% | 144.23% | $4.5M | 1.69% | — | HELD |
| 18 | AZO | AUTOZONE INC | $3006.57 | -4.32% | -21.44% | 95.69% | $4.3M | 1.63% | — | HELD |
| 19 | UNH | UNITEDHEALTH GROUP INC | $421.47 | 0.21% | 80.84% | 9.82% | $4.3M | 1.62% | — | HELD |
| 20 | NVDA | NVIDIA CORPORATION | $195.04 | 2.65% | 9.52% | 751.61% | $4.2M | 1.57% | — | HELD |
| 21 | COO | COOPER COS INC | $72.65 | -0.56% | 2.51% | -35.50% | $4.1M | 1.55% | — | HELD |
| 22 | SO | SOUTHERN CO | $94.34 | -1.78% | 2.56% | 70.89% | $4.1M | 1.54% | — | HELD |
| 23 | APH | AMPHENOL CORP | $159.82 | 6.33% | 45.08% | 310.42% | $4.0M | 1.53% | — | HELD |
| 24 | AXP | AMERICAN EXPRESS CO | $337.52 | 1.82% | 15.92% | 116.12% | $3.9M | 1.49% | — | HELD |
| 25 | WMT | WALMART INC | $111.10 | -2.73% | 13.75% | 139.00% | $3.9M | 1.48% | — | HELD |
| 26 | AON | AON PLC | $366.57 | -2.81% | 6.99% | 35.98% | $3.9M | 1.47% | — | HELD |
| 27 | FISV | FISERV INC | $54.07 | -2.80% | -58.89% | -52.77% | $3.8M | 1.45% | — | HELD |
| 28 | RJF | RAYMOND JAMES FINL INC | $174.97 | 0.47% | 7.55% | 99.25% | $3.8M | 1.44% | — | HELD |
| 29 | BLK | BLACKROCK INC | $1098.37 | 1.78% | 2.59% | 31.21% | $3.6M | 1.34% | — | HELD |
| 30 | GOOG | ALPHABET INC | $333.68 | -0.62% | 77.27% | 132.86% | $3.5M | 1.33% | — | HELD |
| 31 | FANG | DIAMONDBACK ENERGY INC | $199.77 | 0.32% | — | — | $3.5M | 1.32% | — | HELD |
| 32 | TYL | TYLER TECHNOLOGIES INC | $323.31 | -3.06% | — | — | $3.3M | 1.26% | — | HELD |
| 33 | RSG | REPUBLIC SVCS INC | $211.33 | -3.46% | — | — | $3.3M | 1.23% | — | HELD |
| 34 | SPSC | SPS COMM INC | $65.83 | -5.14% | — | — | $3.2M | 1.20% | — | HELD |
| 35 | ROK | ROCKWELL AUTOMATION INC | $471.01 | 2.53% | — | — | $3.1M | 1.15% | — | HELD |
| 36 | APD | AIR PRODUCTS AND CHEMICALS I | $300.20 | 2.02% | — | — | $3.0M | 1.14% | — | HELD |
| 37 | RPM | RPM INTL INC | $107.83 | -0.50% | — | — | $2.7M | 1.01% | — | HELD |
| 38 | ETN | EATON CORP PLC | $386.89 | 6.91% | — | — | $2.7M | 1.00% | — | HELD |
| 39 | ROL | ROLLINS INC | $38.35 | -1.03% | — | — | $2.6M | 0.96% | — | HELD |
| 40 | CPRT | COPART INC | $29.57 | -4.06% | — | — | $2.5M | 0.95% | — | HELD |
| 41 | YUM | YUM BRANDS INC | $157.00 | 3.34% | — | — | $2.5M | 0.94% | — | HELD |
| 42 | ULTA | ULTA BEAUTY INC | $516.73 | 1.70% | — | — | $2.4M | 0.91% | — | HELD |
| 43 | ICLR | ICON PLC | $165.53 | -7.10% | — | — | $2.4M | 0.89% | — | HELD |
| 44 | AME | AMETEK INC | $240.01 | 2.02% | — | — | $2.4M | 0.89% | — | HELD |
| 45 | DINO | HF SINCLAIR CORP | $92.44 | 2.71% | — | — | $2.3M | 0.87% | — | HELD |
| 46 | SPY | STATE STR SPDR S&P 500 ETF T | $741.69 | 1.68% | — | — | $2.2M | 0.82% | — | HELD |
| 47 | TSCO | TRACTOR SUPPLY CO | $30.21 | -2.55% | — | — | $2.2M | 0.82% | — | HELD |
| 48 | ZTS | ZOETIS INC | $76.03 | -2.44% | — | — | $2.1M | 0.78% | — | HELD |
| 49 | HRL | HORMEL FOODS CORP | $25.37 | -1.67% | — | — | $2.1M | 0.78% | — | HELD |
| 50 | SITE | SITEONE LANDSCAPE SUPPLY INC | $94.96 | 1.25% | — | — | $1.9M | 0.72% | — | HELD |
| 51 | IGSB | ISHARES TR | $52.18 | 0.08% | — | — | $1.8M | 0.67% | — | HELD |
| 52 | ORCL | ORACLE CORP | $127.56 | 8.34% | — | — | $1.7M | 0.65% | — | HELD |
| 53 | PNC | PNC FINL SVCS GROUP INC | $248.71 | 0.09% | — | — | $1.6M | 0.62% | — | HELD |
| 54 | MA | MASTERCARD INCORPORATED | $577.35 | 2.49% | — | — | $1.4M | 0.52% | — | HELD |
| 55 | BAC | BANK AMERICA CORP | $61.73 | 1.08% | — | — | $1.3M | 0.50% | — | HELD |
| 56 | LLY | ELI LILLY & CO | $1154.97 | -4.55% | — | — | $1.2M | 0.47% | — | HELD |
| 57 | CF | CF INDUSTRIES HOLD | $125.77 | -1.24% | — | — | $1.2M | 0.47% | — | HELD |
| 58 | XOM | EXXON MOBIL CORP | $156.97 | 0.14% | — | — | $1.2M | 0.47% | — | HELD |
| 59 | ATO | ATMOS ENERGY CORP | $174.26 | -1.92% | — | — | $1.2M | 0.46% | — | HELD |
| 60 | VZ | VERIZON COMMUNICATIONS INC | $46.11 | -2.35% | — | — | $1.2M | 0.45% | — | HELD |
| 61 | COST | COSTCO WHOLESALE CORPORATION | $954.17 | -2.04% | — | — | $1.2M | 0.44% | — | HELD |
| 62 | EVR | EVERCORE INC | $312.87 | 2.68% | — | — | $1.1M | 0.40% | — | HELD |
| 63 | KO | COCA COLA CO | $88.49 | -0.66% | — | — | $1.1M | 0.40% | — | HELD |
| 64 | CSX | CSX CORP | $50.19 | -1.08% | — | — | $1.1M | 0.40% | — | HELD |
| 65 | CME | CME GROUP INC | $267.22 | 0.67% | — | — | $1.0M | 0.39% | — | HELD |
| 66 | IWR | ISHARES TR | $110.00 | 0.38% | — | — | $886K | 0.33% | — | HELD |
| 67 | AMAT | APPLIED MATLS INC | $501.77 | 14.97% | — | — | $875K | 0.33% | — | HELD |
| 68 | LMT | LOCKHEED MARTIN CORP | $574.11 | 0.86% | — | — | $814K | 0.31% | — | HELD |
| 69 | EMR | EMERSON ELEC CO | $148.64 | 2.00% | — | — | $811K | 0.31% | — | HELD |
| 70 | PG | PROCTER & GAMBLE CO | $143.96 | -1.46% | — | — | $789K | 0.30% | — | HELD |
| 71 | TJX | TJX COS INC NEW | $159.26 | -1.47% | — | — | $773K | 0.29% | — | HELD |
| 72 | BDX | BECTON DICKINSON & CO | $165.45 | -1.75% | — | — | $716K | 0.27% | — | HELD |
| 73 | VOO | VANGUARD INDEX FDS | $681.79 | 1.66% | — | — | $683K | 0.26% | — | HELD |
| 74 | CAT | CATERPILLAR INC | $809.14 | 3.38% | — | — | $677K | 0.26% | — | HELD |
| 75 | FIVE | FIVE BELOW INC | $219.17 | 4.62% | — | — | $633K | 0.24% | — | HELD |
| 76 | CSCO | CISCO SYS INC | $113.56 | 0.96% | — | — | $612K | 0.23% | — | HELD |
| 77 | THG | HANOVER INS GROUP INC | $230.09 | -0.97% | — | — | $603K | 0.23% | — | HELD |
| 78 | DXJ | WISDOMTREE TR | $174.91 | 0.88% | — | — | $597K | 0.23% | — | HELD |
| 79 | IWM | ISHARES TR | $292.59 | 1.39% | — | — | $594K | 0.22% | — | HELD |
| 80 | CPAY | CORPAY INC | $390.12 | -0.69% | — | — | $589K | 0.22% | — | HELD |
| 81 | IWD | ISHARES TR | $250.71 | 0.48% | — | — | $588K | 0.22% | — | HELD |
| 82 | MO | ALTRIA GROUP INC | $67.94 | -9.32% | — | — | $587K | 0.22% | — | HELD |
| 83 | BR | BROADRIDGE FINL SOLUTIONS IN | $154.77 | -2.78% | — | — | $585K | 0.22% | — | HELD |
| 84 | PM | PHILIP MORRIS INTL INC | $192.00 | -3.25% | — | — | $571K | 0.22% | — | HELD |
| 85 | SHY | ISHARES TR | $82.01 | 0.02% | — | — | $553K | 0.21% | — | HELD |
| 86 | SLQD | ISHARES TR | $50.18 | 0.06% | — | — | $546K | 0.21% | — | HELD |
| 87 | IXN | ISHARES TR | $132.96 | 5.95% | — | — | $543K | 0.20% | — | HELD |
| 88 | GGG | GRACO INC | $79.99 | -1.50% | — | — | $529K | 0.20% | — | HELD |
| 89 | VWO | VANGUARD INTL EQUITY INDEX F | $58.19 | 2.23% | — | — | $527K | 0.20% | — | HELD |
| 90 | GLD | SPDR GOLD TR | $377.16 | 1.64% | — | — | $517K | 0.19% | — | HELD |
| 91 | SHOP | SHOPIFY INC | $122.40 | -5.24% | — | — | $492K | 0.19% | — | HELD |
| 92 | RTX | RTX CORPORATION | $214.38 | -0.40% | — | — | $476K | 0.18% | — | HELD |
| 93 | MASI | MASIMO CORP | — | — | — | — | $471K | 0.18% | — | HELD |
| 94 | SCI | SERVICE CORP INTL | $85.29 | -0.46% | — | — | $465K | 0.18% | — | HELD |
| 95 | MELI | MERCADOLIBRE INC | $1885.73 | 1.20% | — | — | $458K | 0.17% | — | HELD |
| 96 | DORM | DORMAN PRODS INC | $133.18 | -5.74% | — | — | $443K | 0.17% | — | HELD |
| 97 | WDFC | WD 40 CO | $227.76 | 2.41% | — | — | $436K | 0.16% | — | HELD |
| 98 | IDXX | IDEXX LABS INC | $558.80 | -1.93% | — | — | $417K | 0.16% | — | HELD |
| 99 | QCOM | QUALCOMM INC | $151.60 | -2.62% | — | — | $415K | 0.16% | — | HELD |
| 100 | ROP | ROPER TECHNOLOGIES INC | $389.25 | -4.61% | — | — | $413K | 0.16% | — | HELD |
| 101 | QQQ | INVESCO QQQ TR | — | — | — | — | $412K | 0.16% | — | HELD |
| 102 | AOS | SMITH A O CORP | — | — | — | — | $412K | 0.16% | — | HELD |
| 103 | GLW | CORNING INC | — | — | — | — | $410K | 0.15% | — | HELD |
| 104 | IBM | INTERNATIONAL BUSINESS MACHS | — | — | — | — | $409K | 0.15% | — | HELD |
| 105 | ABT | ABBOTT LABORATORIES | — | — | — | — | $402K | 0.15% | — | HELD |
| 106 | WDC | WESTERN DIGITAL CORP | — | — | — | — | $398K | 0.15% | — | HELD |
| 107 | IT | GARTNER INC | — | — | — | — | $392K | 0.15% | — | HELD |
| 108 | WMT2 | WELLS FARGO & CO | — | — | — | — | $384K | 0.14% | — | HELD |
| 109 | BIP | BROOKFIELD INFRASTRUCTURE PA | — | — | — | — | $380K | 0.14% | — | HELD |
| 110 | SGOV | ISHARES TR | — | — | — | — | $379K | 0.14% | — | HELD |
| 111 | MRK | MERCK & CO INC | — | — | — | — | $369K | 0.14% | — | HELD |
| 112 | IVV | ISHARES TR | — | — | — | — | $351K | 0.13% | — | HELD |
| 113 | TGT | TARGET CORP | — | — | — | — | $347K | 0.13% | — | HELD |
| 114 | META | META PLATFORMS INC | — | — | — | — | $346K | 0.13% | — | HELD |
| 115 | KELYA | KELLY SVCS INC | — | — | — | — | $344K | 0.13% | — | HELD |
| 116 | IWP | ISHARES TR | — | — | — | — | $341K | 0.13% | — | HELD |
| 117 | TSLA | TESLA INC | — | — | — | — | $335K | 0.13% | — | HELD |
| 118 | WDIV | SPDR INDEX SHS FDS | — | — | — | — | $323K | 0.12% | — | HELD |
| 119 | SNPS | SYNOPSYS INC | — | — | — | — | $310K | 0.12% | — | HELD |
| 120 | IJK | ISHARES TR | — | — | — | — | $307K | 0.12% | — | HELD |
| 121 | FND | FLOOR & DECOR HLDGS INC | — | — | — | — | $302K | 0.11% | — | HELD |
| 122 | A | AGILENT TECHNOLOGIES INC | — | — | — | — | $293K | 0.11% | — | HELD |
| 123 | VT | VANGUARD INTL EQUITY INDEX F | — | — | — | — | $293K | 0.11% | — | HELD |
| 124 | PHO | INVESCO EXCHANGE TRADED FD T | — | — | — | — | $267K | 0.10% | — | HELD |
| 125 | AMLP | ALPS ETF TR | — | — | — | — | $266K | 0.10% | — | HELD |
| 126 | FIX | COMFORT SYS USA INC | — | — | — | — | $262K | 0.10% | — | HELD |
| 127 | PLD | PROLOGIS INC. | — | — | — | — | $250K | 0.09% | — | HELD |
| 128 | NMM | NAVIOS MARITIME PARTNERS LP | — | — | — | — | $248K | 0.09% | — | HELD |
| 129 | SNDK | SANDISK CORP | — | — | — | — | $245K | 0.09% | — | HELD |
| 130 | BMO | BANK MONTREAL MEDIUM | — | — | — | — | $241K | 0.09% | — | HELD |
| 131 | NFLX | NETFLIX INC. | — | — | — | — | $240K | 0.09% | — | HELD |
| 132 | WY | WEYERHAEUSER CO | — | — | — | — | $238K | 0.09% | — | HELD |
| 133 | PAYX | PAYCHEX INC | — | — | — | — | $230K | 0.09% | — | HELD |
| 134 | ISRG | INTUITIVE SURGICAL INC | — | — | — | — | $228K | 0.09% | — | HELD |
| 135 | VTI | VANGUARD INDEX FDS | — | — | — | — | $228K | 0.09% | — | HELD |
| 136 | NUE | NUCOR CORP | — | — | — | — | $227K | 0.09% | — | HELD |
| 137 | MSCI | MSCI INC | — | — | — | — | $224K | 0.08% | — | HELD |
| 138 | EXI | ISHARES TR | — | — | — | — | $224K | 0.08% | — | HELD |
| 139 | OEF | ISHARES TR | — | — | — | — | $216K | 0.08% | — | HELD |
| 140 | TIP | ISHARES TR | — | — | — | — | $214K | 0.08% | — | HELD |
| 141 | SCHD | SCHWAB STRATEGIC TR | — | — | — | — | $213K | 0.08% | — | HELD |
| 142 | URI | UNITED RENTALS INC | — | — | — | — | $205K | 0.08% | — | HELD |
| 143 | BLCV | BLACKROCK ETF TRUST | — | — | — | — | $202K | 0.08% | — | HELD |
| 144 | ORLY | OREILLY AUTOMOTIVE INC | — | — | — | — | $201K | 0.08% | — | HELD |
Source: SEC EDGAR · accession 0001133999-26-000007. 13F discloses long positions only — shorts, foreign equities, and options are excluded.