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BCM

Buckhead Capital Management Portfolio holdings

AUM $292M
1-Year Est. Return 21.14%
This Fund
S&P 500
This Quarter Est. Return
+0.34%
1 Year Est. Return
+21.14%
3 Year Est. Return
+67.58%
5 Year Est. Return
+91.22%
10 Year Est. Return
+290.19%
AUM
$279M
AUM Growth
+$3.61M
Cap. Flow
+$7.23M
Cap. Flow %
2.59%
Top 10 Hldgs %
30.69%
Holding
141
New
14
Increased
64
Reduced
35
Closed
3

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$1.55M
2
FISV
Fiserv Inc
FISV
+$1.28M
3
MSFT icon
Microsoft
MSFT
+$987K
4
KO icon
Coca-Cola
KO
+$624K
5
IXN icon
iShares Global Tech ETF
IXN
+$573K

Top Sells

Rank Stock Value
1
LRCX icon
Lam Research
LRCX
+$1.8M
2
APH icon
Amphenol
APH
+$1.61M
3
DINO icon
HF Sinclair
DINO
+$753K
4
JPM icon
JPMorgan Chase
JPM
+$559K
5
UNH icon
UnitedHealth
UNH
+$484K

Sector Composition

Rank Sector Weight
1 Technology 26.75%
2 Financials 15.43%
3 Consumer Discretionary 14.91%
4 Healthcare 9.82%
5 Industrials 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PNC icon
51
PNC Financial Services
PNC
$101B
$1.7M 0.61%
8,131
+219
+3% +$42.3K
MA icon
52
Mastercard
MA
$493B
$1.68M 0.6%
2,935
-10
-0.3% -$5.59K
LLY icon
53
Eli Lilly
LLY
$1.06T
$1.59M 0.57%
1,484
– –
BAC icon
54
Bank of America
BAC
$442B
$1.5M 0.54%
27,214
-760
-3% -$40.2K
EVR icon
55
Evercore
EVR
$11.8B
$1.21M 0.43%
3,555
-852
-19% -$274K
ATO icon
56
Atmos Energy
ATO
$28.8B
$1.12M 0.4%
6,671
+71
+1% +$12.3K
COST icon
57
Costco
COST
$420B
$1.1M 0.4%
1,279
-1
-0.1% -$906
CSX icon
58
CSX Corp
CSX
$93.1B
$1.06M 0.38%
29,343
-186
-0.6% -$6.66K
NVDA icon
59
NVIDIA
NVDA
$5.42T
$1.02M 0.37%
5,479
+2,231
+69% +$415K
KO icon
60
Coca-Cola
KO
$375B
$974K 0.35%
13,938
+8,949
+179% +$624K
CME icon
61
CME Group
CME
$94.8B
$963K 0.35%
3,527
+97
+3% +$26.4K
BDX icon
62
Becton Dickinson
BDX
$48.2B
$933K 0.33%
4,805
-3
-0.1% -$571
IWR icon
63
iShares Russell Mid-Cap ETF
IWR
$57.4B
$878K 0.31%
9,116
+1,325
+17% +$127K
XOM icon
64
ExxonMobil
XOM
$634B
$877K 0.31%
7,290
-117
-2% -$13.6K
TJX icon
65
TJX Companies
TJX
$178B
$870K 0.31%
5,665
+155
+3% +$22.9K
CF icon
66
CF Industries
CF
$17.3B
$857K 0.31%
11,081
+8
+0.1% +$657
EMR icon
67
Emerson Electric
EMR
$88.3B
$821K 0.29%
6,189
-40
-0.6% -$5.31K
BR icon
68
Broadridge
BR
$19B
$803K 0.29%
3,599
+726
+25% +$166K
PG icon
69
Procter & Gamble
PG
$339B
$783K 0.28%
5,464
-100
-2% -$14.7K
VOO icon
70
Vanguard S&P 500 ETF
VOO
$1.01T
$734K 0.26%
1,171
+503
+75% +$313K
LMT icon
71
Lockheed Martin
LMT
$136B
$702K 0.25%
1,451
-85
-6% -$40.7K
SHOP icon
72
Shopify
SHOP
$195B
$668K 0.24%
4,150
+750
+22% +$120K
CAT icon
73
Caterpillar
CAT
$387B
$667K 0.24%
1,164
-76
-6% -$42.2K
AMAT icon
74
Applied Materials
AMAT
$428B
$658K 0.24%
2,561
– –
THG icon
75
Hanover Insurance
THG
$7.98B
$636K 0.23%
3,480
+45
+1% +$8.09K
1 2
3
4 5

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Buckhead Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, Buckhead Capital Management held 141 positions worth $279M, up 1.3% from $275M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Buckhead Capital Management's Q4 2025 filing shows 14 new, 64 increased, 35 reduced and 3 closed positions. Its largest new stake was iShares Global Tech ETF: 5,430 shares worth $570K. The largest sale was Lam Research, an estimated $1.8M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 28% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Buckhead Capital Management's largest Q4 2025 buy was iShares Global Tech ETF: 5,430 shares worth $570K.
  • Buckhead Capital Management added most to Amazon in Q4 2025, an estimated $1.55M increase.
  • Buckhead Capital Management's biggest Q4 2025 reduction was Lam Research, cutting an estimated $1.8M.
  • Buckhead Capital Management fully exited Floor & Decor in Q4 2025, selling an estimated $343K.
  • Buckhead Capital Management's ten largest holdings make up 31% of its $279M portfolio in Q4 2025.
  • Buckhead Capital Management opened 14 new positions and closed 3 in Q4 2025.
  • Buckhead Capital Management's portfolio value rose 1.3% quarter-over-quarter to $279M.

Based on Buckhead Capital Management's 13F filing for Q4 2025, filed 9 Feb 2026.