Azimuth Capital Investment Management LLC Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$2.8B
Holdings
307
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (307 positions)
| Stock | Value |
|---|---|
EWEdwards Lifesciences Corp | $9.8M |
SBUXStarbucks Corp | $9.7M |
MRSHMarsh & McLennan Companies Inc | $9.7M |
HDBHDFC Bank Ltd ADR | $9.7M |
PFEPfizer Inc | $9.5M |
TEAMAtlassian Corp | $9.5M |
SOSouthern Co | $9.2M |
—Lonza Group AG ADR | $9.2M |
EMREmerson Electric Co | $9.1M |
CPAYCorpay Inc | $8.7M |
UNHUnitedHealth Group Inc | $8.6M |
VRTXVertex Pharmaceuticals Inc | $8.5M |
—Experian PLC ADR | $8.3M |
ACNAccenture Plc Cl A | $8.2M |
RTXRTX Corp | $8.2M |
VZVerizon Communications Inc | $8.1M |
CMECME Group Inc | $8.1M |
—Welltower Inc | $7.9M |
AAgilent Technologies Inc | $7.9M |
ADPAutomatic Data Processing Inc | $7.8M |
ABTAbbott Labs | $7.6M |
BCSBarclays PLC ADR | $7.5M |
MCDMcDonald's Corp | $7.5M |
ROKRockwell Automation Inc | $7.2M |
TYLTyler Technologies Inc | $7.0M |
SRSpire Inc | $6.9M |
BRK/BBerkshire Hathaway Inc Cl B | $6.9M |
ZTSZoetis Inc | $6.8M |
MDTMedtronic PLC | $6.5M |
BMYBristol-Myers Squibb Co | $6.4M |
CSGPCoStar Group Inc | $6.3M |
BBYBest Buy Co Inc | $6.2M |
—Iron Mountain Inc | $6.0M |
AMGNAmgen Inc | $5.9M |
CATCaterpillar Inc | $5.9M |
SPLVInvesco S&P 500 Eq Wt ETF | $5.8M |
IJTiShares S&P Smallcap 600 Growt | $5.8M |
TJXTJX Companies Inc | $5.7M |
LMTLockheed Martin Corp | $5.6M |
VXUSVanguard Total Intl Stk ETF | $5.4M |
—DBS Group Holdings Ltd ADR | $5.4M |
WYWeyerhaeuser Co | $5.3M |
ECLEcolab Inc | $5.3M |
AFLAflac Inc | $5.1M |
—Alphabet Inc Cl C | $5.1M |
MELIMercadoLibre Inc | $5.1M |
KMIKinder Morgan Inc | $5.0M |
BAMBrookfield Asset Management Lt | $4.9M |
BUDAnheuser-Busch Inbev ADR | $4.7M |
—Techtronic Industries Co Ltd A | $4.6M |
—Wal-Mart de Mexico SAB de CV A | $4.5M |
SHELShell PLC ADR | $4.5M |
PAYXPaychex Inc | $4.5M |
GJPDominion Energy Inc | $4.4M |
CHKPCheck Point Software Technolog | $4.4M |
TAT&T Inc | $4.3M |
—London Stock Exchange ADR | $4.3M |
CLXClorox Co | $4.1M |
VOOVanguard S&P 500 ETF | $4.1M |
CVSCVS Health Corp | $4.1M |
EFAiShares MSCI EAFE ETF | $4.1M |
—Daiichi Sankyo Co Ltd ADR | $4.0M |
IJSiShares S&P Smallcap 600 Value | $3.9M |
NSRGYNestle SA ADR | $3.7M |
CLColgate-Palmolive Co | $3.7M |
AXPAmerican Express Co | $3.6M |
VNOMViper Energy Inc | $3.5M |
IWDiShares Russell 1000 Value ETF | $3.3M |
IWFiShares Russell 1000 Growth ET | $3.3M |
ORealty Income Corp | $3.3M |
CNRCanadian National Railway Co | $3.2M |
APDAir Products & Chemicals Inc | $3.1M |
PSAPublic Storage REIT | $3.1M |
NDSNNordson Corp | $2.9M |
INTCIntel Corp | $2.6M |
TGTTarget Corp | $2.5M |
TRVTravelers Companies Inc | $2.5M |
GNTXGentex Corp | $2.3M |
HONHoneywell International Inc | $2.3M |
IAU*iShares Gold Trust | $2.2M |
GEGE Aerospace | $2.2M |
PNWPinnacle West Capital Corp | $2.2M |
BPBP PLC ADR | $2.2M |
AMATApplied Materials Inc | $2.1M |
IJHiShares S&P MidCap 400 | $2.0M |
NEENextEra Energy Inc | $2.0M |
CAHCardinal Health Inc | $1.9M |
FFord Motor Co | $1.9M |
TMOThermo Fisher Scientific Inc | $1.9M |
KMBKimberly-Clark Corp | $1.7M |
CMAComerica Inc | $1.7M |
DEDeere & Co | $1.7M |
QCOMQUALCOMM Inc | $1.7M |
PLTRPalantir Technologies Inc Cl A | $1.6M |
BRK-BBerkshire Hathaway Inc Cl A | $1.5M |
IJRiShares S&P Smallcap 600 | $1.4M |
ABNBAirbnb Inc Cl A | $1.3M |
GSGoldman Sachs Group Inc | $1.3M |
GEVGE Vernova Inc | $1.3M |
MSIMotorola Solutions Inc | $1.3M |