Azimuth Capital Investment Management LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$2.8M
Holdings
298
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (298 positions)
| Stock | Value |
|---|---|
ACNAccenture Plc Cl A | $7.7M |
KMIKinder Morgan Inc | $7.6M |
AAgilent Technologies Inc | $7.3M |
PAYXPaychex Inc | $7.2M |
—Iron Mountain Inc | $7.1M |
TEAMAtlassian Corp | $7.1M |
CMGChipotle Mexican Grill Inc | $7.0M |
ROKRockwell Automation Inc | $6.7M |
MDTMedtronic PLC | $6.3M |
BCSBarclays PLC ADR | $6.0M |
IJTiShares S&P Smallcap 600 Growt | $5.9M |
ECLEcolab Inc | $5.6M |
TJXTJX Companies Inc | $5.6M |
LMTLockheed Martin Corp | $5.5M |
WYWeyerhaeuser Co | $5.4M |
SPLVInvesco S&P 500 Eq Wt ETF | $5.4M |
AMGNAmgen Inc | $5.3M |
BAMBrookfield Asset Management Lt | $5.2M |
VXUSVanguard Total Intl Stk ETF | $5.2M |
AFLAflac Inc | $5.2M |
CHKPCheck Point Software Technolog | $5.2M |
—Techtronic Industries Co Ltd A | $5.1M |
—DBS Group Holdings Ltd ADR | $5.0M |
TAT&T Inc | $5.0M |
CATCaterpillar Inc | $4.9M |
BMYBristol-Myers Squibb Co | $4.8M |
—Wal-Mart de Mexico SAB de CV A | $4.5M |
—Daiichi Sankyo Co Ltd ADR | $4.5M |
SHELShell PLC ADR | $4.5M |
—DSV A/S ADR | $4.2M |
—London Stock Exchange Group PL | $4.2M |
CLXClorox Co | $4.2M |
BUDAnheuser-Busch Inbev ADR | $4.2M |
HSYHershey Co | $4.2M |
EFAiShares MSCI EAFE ETF | $4.0M |
NSYNICE Ltd ADR | $4.0M |
—Alphabet Inc Cl C | $4.0M |
IJSiShares S&P Smallcap 600 Value | $3.8M |
CLColgate-Palmolive Co | $3.8M |
NSRGYNestle SA ADR | $3.8M |
KMBKimberly-Clark Corp | $3.6M |
PSAPublic Storage REIT | $3.5M |
IWFiShares Russell 1000 Growth ET | $3.4M |
AXPAmerican Express Co | $3.4M |
APDAir Products & Chemicals Inc | $3.4M |
IWDiShares Russell 1000 Value ETF | $3.3M |
ORealty Income Corp | $3.3M |
VNOMViper Energy Inc | $3.3M |
GJPDominion Energy Inc | $3.2M |
BBYBest Buy Co Inc | $3.1M |
CNRCanadian National Railway Co | $3.0M |
NDSNNordson Corp | $2.7M |
GNTXGentex Corp | $2.6M |
TRVTravelers Companies Inc | $2.6M |
HONHoneywell International Inc | $2.5M |
INTCIntel Corp | $2.4M |
TGTTarget Corp | $2.3M |
PNWPinnacle West Capital Corp | $2.2M |
GEGE Aerospace | $2.1M |
BPBP PLC ADR | $2.1M |
IJHiShares S&P MidCap 400 | $2.0M |
NEENextEra Energy Inc | $2.0M |
IAU*iShares Gold Trust | $2.0M |
AMATApplied Materials Inc | $1.8M |
CMAComerica Inc | $1.8M |
FFord Motor Co | $1.8M |
DEDeere & Co | $1.7M |
QCOMQUALCOMM Inc | $1.7M |
PLTRPalantir Technologies Inc Cl A | $1.6M |
TMOThermo Fisher Scientific Inc | $1.6M |
CAHCardinal Health Inc | $1.6M |
MSIMotorola Solutions Inc | $1.5M |
BXBlackstone Inc | $1.4M |
COPConocoPhillips | $1.2M |
IWMiShares Russell 2000 ETF | $1.2M |
ABNBAirbnb Inc Cl A | $1.2M |
SYYSysco Corp | $1.2M |
IVWiShares S&P 500 Growth ETF | $1.2M |
DTEDTE Energy Co | $1.2M |
IVEiShares S&P 500 Value ETF | $1.1M |
LOWLowe's Companies Inc | $1.1M |
GLDSPDR Gold Shares | $1.1M |
GVIiShares Intermediate Gov/Credi | $1.0M |
PGRProgressive Corp | $1.0M |
ETNEaton Corp PLC | $969K |
ITWIllinois Tool Works Inc | $967K |
IWBiShares Russell 1000 ETF | $934K |
IJRiShares S&P Smallcap 600 | $926K |
ALSAllstate Corp | $922K |
ADBEAdobe Inc | $783K |
HBANHuntington Bancshares Inc | $726K |
ADIAnalog Devices Inc | $724K |
TTCToro Co | $718K |
RPMRPM International Inc | $713K |
CMSCMS Energy Corp | $704K |
MPCMarathon Petroleum Corp | $686K |
DDDuPont de Nemours Inc | $679K |
CINFCincinnati Financial Corp | $675K |
NEMNewmont Corp | $674K |
TSLATesla Inc | $672K |