Buckhead Capital Management LLC
Buckhead Capital Management, LLC is a privately owned investment management firm headquartered in Atlanta, Georgia. Founded in 1994, the firm specializes in investing in publicly traded equity and fixed income securities, serving a variety of clients including individuals, trusts, estates, charitable organizations, endowments, professional and religious organizations, corporations, pension and profit-sharing plans, state and municipal government entities, insurance companies, and registered investment advisers. As of 2025, the firm employs approximately 13 professionals and is 100% owned by Walter DuPre and John Swanson.
Investment Strategy
Buckhead Capital Management employs a fundamentally-driven, value-oriented investment philosophy focused on identifying and investing in high-quality, publicly traded equity and fixed income securities. The firm manages client portfolios with a rigorous research process, seeking attractive risk-adjusted returns. Buckhead Capital serves both individual and institutional clients, including a substantial allocation to charitable organizations and governmental entities. The firm provides both discretionary and non-discretionary portfolio management, utilizing a disciplined, long-term approach in both equities and fixed income markets. Additionally, Buckhead Capital participates in wrap fee and model portfolio programs, aggregating client orders to pursue best execution.
Latest 13F Filing Activity
Buckhead Capital Management LLC filed their most recent 13F report on Sep 30, 2025 disclosing 127 equity positions with a total 13F market value of $275M. The fund increased holdings in SPS Comm Inc., RPM Intl Inc., Alphabet Inc. among other positions. Buckhead Capital Management LLC reduced exposure to Comcast Corp. New, Lululemon Athletica Inc., Bruker Corp. among others.
Top Holdings
Equity Positions (127)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.54% | $15.2M | 29,439 | $58.65 | $517.95 | +$913.1K |
A AAPL | APPLE INC | 4.79% | $13.2M | 51,733 | $31.04 | $254.63 | +$1.5M |
H HD | HOME DEPOT INC | 3.48% | $9.6M | 23,637 | $148.45 | $405.19 | +$905.7K |
G GOOGL | ALPHABET INC | 2.89% | $7.9M | 32,691 | $125.32 | $243.10 | +$2.2M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.35% | $6.5M | 12,838 | $205.39 | $502.74 | +$279.6K |
Industry Allocation
Investment Team (11)
| Name | Role | Location | |
|---|---|---|---|
J John Swanson | Partner | Atlanta, GA , United States | |
R Rick Nelson | Portfolio Manager | Atlanta, GA , United States | |
T Tim Escott | Portfolio Manager | Kingston upon Thames, United Kingdom | |
W Walter Dupre | Partner | Atlanta, GA , United States | |
 | Fixed Income Portfolio Manager | Atlanta, GA , United States | |
C Cynthia Prince | Portfolio Manager | Duluth, GA , United States | |
D Dave Griffin | PM | United States | |
K Kathy Stratton | Portfolio Manager | Atlanta, GA , United States | |
 | Portfolio Manager | Hampstead, MD , United States | |
M Matt Reams | Partner at Buckhead Capital Management | Atlanta, GA , United States |