Buckhead Capital Management LLC 13F 持仓 · 2026年Q2
Buckhead Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 146 只证券，申报市值合计 2.92 亿美元。前几大持仓：AAPL（4.99%）、MSFT（3.94%）、GOOGL（3.81%）。本季前 25 大持仓中：增持 10 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $14.6M | 4.99% | 50,312 | 增持 |
| 2 | MSFT | MICROSOFT CORP | $11.5M | 3.94% | 30,822 | 减持 |
| 3 | GOOGL | ALPHABET INC | $11.1M | 3.81% | 31,074 | 减持 |
| 4 | AMZN | AMAZON COM INC | $9.4M | 3.24% | 39,633 | 增持 |
| 5 | LRCX | LAM RESEARCH CORP | $9.0M | 3.10% | 20,866 | 减持 |
| 6 | TXN | TEXAS INSTRS INC | $6.7M | 2.29% | 22,410 | 减持 |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.2M | 2.12% | 12,336 | 减持 |
| 8 | HD | HOME DEPOT INC | $6.0M | 2.05% | 16,912 | 减持 |
| 9 | JNJ | JOHNSON & JOHNSON | $5.9M | 2.01% | 23,115 | 减持 |
| 10 | FTNT | FORTINET INC | $5.6M | 1.93% | 36,605 | 减持 |
| 11 | APH | AMPHENOL CORP | $5.6M | 1.92% | 31,727 | 减持 |
| 12 | WSO | WATSCO INC | $5.2M | 1.77% | 12,414 | 减持 |
| 13 | NVDA | NVIDIA CORPORATION | $5.1M | 1.76% | 25,616 | 增持 |
| 14 | CVX | CHEVRON CORPORATION | $5.1M | 1.75% | 30,738 | 减持 |
| 15 | V | VISA INC | $5.0M | 1.73% | 14,706 | 减持 |
| 16 | JPM | JPMORGAN CHASE & CO | $5.0M | 1.72% | 15,331 | 增持 |
| 17 | PEP | PEPSICO INC | $4.6M | 1.56% | 33,605 | 减持 |
| 18 | ROK | ROCKWELL AUTOMATION INC | $4.5M | 1.53% | 9,019 | 增持 |
| 19 | ICLR | ICON PUB LTD CO | $4.4M | 1.51% | 25,373 | 增持 |
| 20 | GOOG | ALPHABET INC | $4.4M | 1.49% | 12,326 | 增持 |
| 21 | GWRE | GUIDEWIRE SOFTWARE INC | $4.4M | 1.49% | 35,383 | 增持 |
| 22 | AXP | AMERICAN EXPRESS CO | $4.2M | 1.44% | 12,380 | 减持 |
| 23 | AZO | AUTOZONE INC | $4.1M | 1.40% | 1,280 | 增持 |
| 24 | COO | COOPER COS INC | $4.0M | 1.39% | 56,415 | 减持 |
| 25 | SO | SOUTHERN CO | $4.1M | 1.39% | 42,476 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR