Azimuth Capital Investment Management LLC Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$2.8M
Holdings
307
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (307 positions)
| Stock | Value |
|---|---|
MSFTMicrosoft Corp | $124K |
AAPLApple Inc | $113K |
NVDANVIDIA Corp | $107K |
AVGOBroadcom Inc | $87K |
—Alphabet Inc Cl A | $80K |
LLYEli Lilly and Co | $69K |
WFCWells Fargo & Co | $49K |
BACBank of America Corp | $44K |
BKBank of New York Mellon Corp | $43K |
VVisa Inc Cl A | $41K |
MPWRMonolithic Power Systems Inc | $33K |
—JPMorgan Chase & Co | $32K |
AMZNAmazon.com Inc | $32K |
PEPPepsiCo Inc | $29K |
AMDAdvanced Micro Devices Inc | $28K |
BABoeing Co | $28K |
HSYHershey Co | $27K |
XOMExxon Mobil Corp | $26K |
HEIHEICO Corp | $26K |
METAMeta Platforms Inc | $26K |
WMTWalmart Inc | $26K |
ABBVAbbVie Inc | $24K |
APHAmphenol Corp Cl A | $24K |
WECWEC Energy Group Inc | $24K |
CTVACorteva Inc | $24K |
ORCLOracle Corp | $23K |
EUFNiShares MSCI Europe Financials | $22K |
—IDEXX Laboratories Inc | $22K |
IBMIBM | $21K |
COSTCostco Wholesale Corp | $21K |
MAMastercard Inc Cl A | $21K |
ADSKAutodesk Inc | $21K |
PENPenumbra Inc | $20K |
XELXcel Energy Inc | $20K |
SYKStryker Corp | $19K |
CASYCasey's General Stores Inc | $19K |
JNJJohnson & Johnson | $19K |
ISRGIntuitive Surgical Inc | $18K |
TSMTaiwan Semiconductor Mfg Co Lt | $18K |
WCCWESCO Int'l | $18K |
FASTFastenal Co | $18K |
NBIXNeurocrine Biosciences Inc | $17K |
GDGeneral Dynamics Corp | $17K |
EEMiShares MSCI Emerging Markets | $17K |
MRVLMarvell Technology Inc | $16K |
WDAYWorkday Inc Cl A | $16K |
RSGRepublic Services Inc | $16K |
CVXChevron Corp | $16K |
CBChubb Ltd | $16K |
NOWServiceNow Inc | $16K |
EADSYAirbus SE ADR | $16K |
TRVCCitigroup Inc | $16K |
VEEVVeeva Systems Inc | $15K |
HDHome Depot Inc | $15K |
INTUIntuit Inc | $15K |
AXONAxon Enterprise Inc | $15K |
JCIJohnson Controls Int'l | $15K |
MRKMerck & Co Inc | $14K |
CRWDCrowdStrike Holdings Inc | $14K |
VTIVanguard US Tot Mkt ETF | $14K |
BLKBlackRock Inc | $14K |
DUKDuke Energy Corp | $14K |
RMEResMed Inc | $13K |
CMICummins Inc | $13K |
—Intercontinental Exchange Inc | $13K |
PNCPNC Financial Services Group I | $13K |
STTState Street Corp | $13K |
GILGildan Activewear Inc | $13K |
XYLXylem Inc | $13K |
YUMYum! Brands Inc | $13K |
ROSTRoss Stores Inc | $12K |
LINLinde PLC | $12K |
PANWPalo Alto Networks Inc | $12K |
PFGPrincipal Financial Group Inc | $12K |
TMUST-Mobile US Inc | $12K |
MSCIMSCI Inc | $12K |
DISWalt Disney Co | $12K |
GILDGilead Sciences Inc | $12K |
UBERUber Technologies Inc | $12K |
—DSV A/S ADR | $11K |
—Cisco Systems Inc | $11K |
MMM3M Co | $11K |
SLBSLB Ltd | $11K |
SHWSherwin-Williams Co | $11K |
KOCoca-Cola Co | $11K |
NTDOYNintendo Co Ltd ADR | $11K |
NFLXNetflix Inc | $11K |
AZNAstraZeneca PLC | $11K |
—MTU Aero Engines AG ADR | $11K |
ASMLASML Holding NV ADR | $11K |
BNDVanguard Total Bond Market ETF | $10K |
EUDGWisdomTree Europe Hedged Equit | $10K |
PGProcter & Gamble Co | $10K |
UNPUnion Pacific Corp | $10K |
—Terreno Realty Corp | $10K |
TXNTexas Instruments Inc | $10K |
EWJiShares MSCI Japan ETF | $10K |
CRMSalesforce Inc | $10K |
MDLZMondelez International Inc | $10K |
NOKNokia Corp ADR | $10K |
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