Azimuth Capital Investment Management LLC
CIK: 0001942364Latest portfolio: $2.8B · Q4 2025
Holdings
307
Total Value
$2.8B
New Positions
14
Closed Positions
6
Top Holdings
View All 307 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 255,805 | $123.7M | 4.44% | +1K | |
| 2 | AAPLApple Inc | 415,934 | $113.1M | 4.06% | +21K | |
| 3 | NVDANVIDIA Corp | 575,144 | $107.3M | 3.85% | +7K | |
| 4 | AVGOBroadcom Inc | 250,134 | $86.6M | 3.10% | -4,164 | |
| 5 | —Alphabet Inc Cl A | 256,809 | $80.4M | 2.88% | -5,088 | |
| 6 | LLYEli Lilly and Co | 63,839 | $68.6M | 2.46% | -1,174 | |
| 7 | WFCWells Fargo & Co | 522,898 | $48.7M | 1.75% | -9,635 | |
| 8 | BACBank of America Corp | 802,117 | $44.1M | 1.58% | -906 | |
| 9 | BKBank of New York Mellon Corp | 370,894 | $43.1M | 1.54% | -29,813 | |
| 10 | VVisa Inc Cl A | 117,152 | $41.1M | 1.47% | -1,118 | |
| 11 | MPWRMonolithic Power Systems Inc | 36,210 | $32.8M | 1.18% | +3K | |
| 12 | —JPMorgan Chase & Co | 99,154 | $31.9M | 1.15% | -2,370 | |
| 13 | AMZNAmazon.com Inc | 136,907 | $31.6M | 1.13% | +20K | |
| 14 | PEPPepsiCo Inc | 201,961 | $29.0M | 1.04% | -3,314 | |
| 15 | AMDAdvanced Micro Devices Inc | 130,890 | $28.0M | 1.01% | +15K | |
| 16 | BABoeing Co | 128,203 | $27.8M | 1.00% | +434 | |
| 17 | HSYHershey Co | 146,663 | $26.7M | 0.96% | +124K | |
| 18 | XOMExxon Mobil Corp | 218,765 | $26.3M | 0.94% | -501 | |
| 19 | HEIHEICO Corp | 81,229 | $26.3M | 0.94% | -813 | |
| 20 | METAMeta Platforms Inc | 39,478 | $26.1M | 0.93% | -5,129 | |
| 21 | WMTWalmart Inc | 230,977 | $25.7M | 0.92% | -10,220 | |
| 22 | ABBVAbbVie Inc | 106,623 | $24.4M | 0.87% | -573 | |
| 23 | APHAmphenol Corp Cl A | 176,973 | $23.9M | 0.86% | -4,523 | |
| 24 | WECWEC Energy Group Inc | 226,072 | $23.8M | 0.86% | -2,661 | |
| 25 | CTVACorteva Inc | 355,348 | $23.8M | 0.85% | -99,530 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial Services0.0% ($4.8734441164305734e+231T)
Technology0.0% ($1.2371211307510727e+174T)
Unknown0.0% ($8.038131949215302e+150T)
Industrials0.0% ($2.783526284175442e+143T)
Healthcare0.0% ($6.860624362204463e+117T)
Consumer Cyclical0.0% ($3.1600191041501416e+74T)
Consumer Defensive0.0% ($2.898526689257332e+65T)
Utilities0.0% ($2.384119964136199e+50T)
Energy0.0% ($2.6326158131114048e+44T)
Basic Materials0.0% ($2.3818123891106452e+28T)
Communication Services0.0% ($2.6058120631166713e+21T)
Real Estate0.0% ($6324534532.6T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 12, 2026 | $2.8B | 307 |
| Q3 2025 | Nov 14, 2025 | $2.8T | 298 |
| Q2 2025 | Aug 13, 2025 | $2.7T | 0 |
| Q1 2025 | May 13, 2025 | $2.5T | 302 |
| Q4 2024 | Feb 13, 2025 | $2.6T | 300 |
| Q3 2024 | Nov 12, 2024 | $2575.8T | 303 |
| Q2 2024 | Aug 13, 2024 | $2459.6T | 304 |
| Q1 2024 | May 14, 2024 | $2422.6T | 308 |
| Q4 2023 | Feb 13, 2024 | $2217.8T | 302 |
| Q3 2023 | Nov 13, 2023 | $2030.4T | 292 |
| Q2 2023 | Aug 14, 2023 | $2101.4T | 306 |
| Q1 2023 | May 15, 2023 | $2031.8T | 303 |
| Q4 2022 | Feb 14, 2023 | $1971.8T | 304 |
| Q3 2022 | Nov 14, 2022 | $1.8T | 301 |
| Q2 2022 | Aug 11, 2022 | $2.0T | 306 |
Fund Information
Azimuth Capital Investment Management LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $2.8B across 307 holdings. The largest position is Microsoft Corp (MSFT), representing 4.4% of the portfolio. Compared to the previous quarter, the fund opened 19 new positions and closed 10 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.