Azimuth Capital Investment Management LLC
CIK: 0001942364SEC EDGAR →
Portfolio Value
$2.8M
Holdings
307
As of
Q4 2025
New Positions
271
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Microsoft Corp | 255,805 | $124K | 4.44% |
| 2 | Apple Inc | 415,934 | $113K | 4.06% |
| 3 | NVIDIA Corp | 575,144 | $107K | 3.85% |
| 4 | Broadcom Inc | 250,134 | $87K | 3.10% |
| 5 | — Alphabet Inc Cl A | 256,809 | $80K | 2.88% |
| 6 | Eli Lilly and Co | 63,839 | $69K | 2.46% |
| 7 | Wells Fargo & Co | 522,898 | $49K | 1.75% |
| 8 | Bank of America Corp | 802,117 | $44K | 1.58% |
| 9 | Bank of New York Mellon Corp | 370,894 | $43K | 1.54% |
| 10 | Visa Inc Cl A | 117,152 | $41K | 1.47% |
Quarterly Changes
Top Buys
New Positions (19)
$20K · 270K shares
$18K · 72K shares
$13K · 26K shares
$13K · 203K shares
$11K · 116K shares
$10K · 1.5M shares
$10K · 115K shares
$10K · 52K shares
$7K · 84K shares
London Stock Exchange ADR
$4K · 142K shares
$321 · 4K shares
$303 · 3K shares
$237 · 10K shares
$232 · 1K shares
$220 · 2K shares
SS SPDR Semiconductor ETF
$218 · 680 shares
$217 · 3K shares
$213 · 3K shares
$208 · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 44 | $808K | 29.0% |
| Financial Services | 63 | $469K | 16.8% |
| Healthcare | 32 | $348K | 12.5% |
| Unknown | 34 | $281K | 10.1% |
| Industrials | 41 | $265K | 9.5% |
| Consumer Defensive | 19 | $153K | 5.5% |
| Consumer Cyclical | 21 | $146K | 5.2% |
| Utilities | 16 | $83K | 3.0% |
| Energy | 14 | $76K | 2.7% |
| Communication Services | 7 | $73K | 2.6% |
| Basic Materials | 10 | $58K | 2.1% |
| Real Estate | 6 | $28K | 1.0% |