Filed: 5/13/2025ACC: 0001942364-25-000002
📋 What this filing means
AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 302 equity positions with a total reported market value of $2.51B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
302
Positions
$2.51B
Total AUM (reported)
20.53M
Total Shares
Allocation by class
COM$2.50B99.5%
ETF$11.71M0.5%
Portfolio Concentration
Top 3$259.61M10.3%
4–10$308.20M12.3%
11–25$435.65M17.4%
Rest$1.51B60.0%
Top 3 weight
10.3%
Top 10 weight
22.6%
Voting Authority Distribution
Total shares with voting rights: 20.53M
Sole
Full voting authority
20.22M
shares
% of voting shares98.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
311.27K
shares
% of voting shares1.5%
Investment Discretion (by position count)
Sole302
Shared0
Other0
Dominant voting typeSole · 98.5% of voting shares
Institutional Holdings302
Rows:
Apple Inc
SOLEShares441.93K
TypeSH
Market value$98.17M
3.91%
Sole
433.03K
Shared
0.00
None
8.90K
Microsoft Corp
SOLEShares215.78K
TypeSH
Market value$81.00M
3.23%
Sole
213.56K
Shared
0.00
None
2.23K
NVIDIA Corp
SOLEShares742.18K
TypeSH
Market value$80.44M
3.20%
Sole
728.30K
Shared
0.00
None
13.88K
Eli Lilly and Co
SOLEShares74.60K
TypeSH
Market value$61.61M
2.45%
Sole
74.14K
Shared
0.00
None
455.00
Alphabet Inc Cl A
SOLEShares316.56K
TypeSH
Market value$48.95M
1.95%
Sole
313.93K
Shared
0.00
None
2.63K
Broadcom Inc
SOLEShares277.23K
TypeSH
Market value$46.42M
1.85%
Sole
267.93K
Shared
0.00
None
9.30K
Visa Inc Cl A
SOLEShares116.75K
TypeSH
Market value$40.92M
1.63%
Sole
115.50K
Shared
0.00
None
1.25K
Amazon.com Inc
SOLEShares199.25K
TypeSH
Market value$37.91M
1.51%
Sole
198.25K
Shared
0.00
None
1K
Wells Fargo & Co
SOLEShares519.65K
TypeSH
Market value$37.31M
1.49%
Sole
514.98K
Shared
0.00
None
4.67K
Stryker Corp
SOLEShares94.25K
TypeSH
Market value$35.08M
1.40%
Sole
92.95K
Shared
0.00
None
1.29K
Bank of New York Mellon Corp
SOLEShares408.92K
TypeSH
Market value$34.30M
1.37%
Sole
403.34K
Shared
0.00
None
5.58K
Fiserv Inc
SOLEShares152.56K
TypeSH
Market value$33.69M
1.34%
Sole
152.56K
Shared
0.00
None
0.00
Intercontinental Exchange Inc
SOLEShares194.42K
TypeSH
Market value$33.54M
1.34%
Sole
192.80K
Shared
0.00
None
1.63K
BlackRock Inc
SOLEShares33.14K
TypeSH
Market value$31.36M
1.25%
Sole
32.83K
Shared
0.00
None
310.00
Meta Platforms Inc
SOLEShares53.20K
TypeSH
Market value$30.66M
1.22%
Sole
53.20K
Shared
0.00
None
0.00
PepsiCo Inc
SOLEShares201.20K
TypeSH
Market value$30.17M
1.20%
Sole
194.12K
Shared
0.00
None
7.08K
Republic Services Inc
SOLEShares119.61K
TypeSH
Market value$28.97M
1.15%
Sole
117.83K
Shared
0.00
None
1.78K
Netflix Inc
SOLEShares30.44K
TypeSH
Market value$28.39M
1.13%
Sole
30.44K
Shared
0.00
None
0.00
T-Mobile US Inc
SOLEShares101.50K
TypeSH
Market value$27.07M
1.08%
Sole
100.73K
Shared
0.00
None
775.00
Costco Wholesale Corp
SOLEShares28.39K
TypeSH
Market value$26.86M
1.07%
Sole
28.21K
Shared
0.00
None
185.00
Bank of America Corp
SOLEShares637.67K
TypeSH
Market value$26.61M
1.06%
Sole
629.67K
Shared
0.00
None
8K
Exxon Mobil Corp
SOLEShares223.53K
TypeSH
Market value$26.59M
1.06%
Sole
215.11K
Shared
0.00
None
8.43K
UnitedHealth Group Inc
SOLEShares50.69K
TypeSH
Market value$26.55M
1.06%
Sole
50.03K
Shared
0.00
None
660.00
JPMorgan Chase & Co
SOLEShares106.91K
TypeSH
Market value$26.22M
1.04%
Sole
101.41K
Shared
0.00
None
5.50K
WEC Energy Group Inc
SOLEShares226.53K
TypeSH
Market value$24.69M
0.98%
Sole
225.50K
Shared
0.00
None
1.02K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | COM | 441.93K | SH | $98.17M 3.91% | 433.03K | 0.00 | 8.90K |
Microsoft CorpSOLE | COM | 215.78K | SH | $81.00M 3.23% | 213.56K | 0.00 | 2.23K |
NVIDIA CorpSOLE | COM | 742.18K | SH | $80.44M 3.20% | 728.30K | 0.00 | 13.88K |
Eli Lilly and CoSOLE | COM | 74.60K | SH | $61.61M 2.45% | 74.14K | 0.00 | 455.00 |
Alphabet Inc Cl ASOLE | COM | 316.56K | SH | $48.95M 1.95% | 313.93K | 0.00 | 2.63K |
Broadcom IncSOLE | COM | 277.23K | SH | $46.42M 1.85% | 267.93K | 0.00 | 9.30K |
Visa Inc Cl ASOLE | COM | 116.75K | SH | $40.92M 1.63% | 115.50K | 0.00 | 1.25K |
Amazon.com IncSOLE | COM | 199.25K | SH | $37.91M 1.51% | 198.25K | 0.00 | 1K |
Wells Fargo & CoSOLE | COM | 519.65K | SH | $37.31M 1.49% | 514.98K | 0.00 | 4.67K |
Stryker CorpSOLE | COM | 94.25K | SH | $35.08M 1.40% | 92.95K | 0.00 | 1.29K |
Bank of New York Mellon CorpSOLE | COM | 408.92K | SH | $34.30M 1.37% | 403.34K | 0.00 | 5.58K |
Fiserv IncSOLE | COM | 152.56K | SH | $33.69M 1.34% | 152.56K | 0.00 | 0.00 |
Intercontinental Exchange IncSOLE | COM | 194.42K | SH | $33.54M 1.34% | 192.80K | 0.00 | 1.63K |
BlackRock IncSOLE | COM | 33.14K | SH | $31.36M 1.25% | 32.83K | 0.00 | 310.00 |
Meta Platforms IncSOLE | COM | 53.20K | SH | $30.66M 1.22% | 53.20K | 0.00 | 0.00 |
PepsiCo IncSOLE | COM | 201.20K | SH | $30.17M 1.20% | 194.12K | 0.00 | 7.08K |
Republic Services IncSOLE | COM | 119.61K | SH | $28.97M 1.15% | 117.83K | 0.00 | 1.78K |
Netflix IncSOLE | COM | 30.44K | SH | $28.39M 1.13% | 30.44K | 0.00 | 0.00 |
T-Mobile US IncSOLE | COM | 101.50K | SH | $27.07M 1.08% | 100.73K | 0.00 | 775.00 |
Costco Wholesale CorpSOLE | COM | 28.39K | SH | $26.86M 1.07% | 28.21K | 0.00 | 185.00 |
Bank of America CorpSOLE | COM | 637.67K | SH | $26.61M 1.06% | 629.67K | 0.00 | 8K |
Exxon Mobil CorpSOLE | COM | 223.53K | SH | $26.59M 1.06% | 215.11K | 0.00 | 8.43K |
UnitedHealth Group IncSOLE | COM | 50.69K | SH | $26.55M 1.06% | 50.03K | 0.00 | 660.00 |
JPMorgan Chase & CoSOLE | COM | 106.91K | SH | $26.22M 1.04% | 101.41K | 0.00 | 5.50K |
WEC Energy Group IncSOLE | COM | 226.53K | SH | $24.69M 0.98% | 225.50K | 0.00 | 1.02K |
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