Filed: 8/13/2025ACC: 0001942364-25-000004
📋 What this filing means
AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 299 equity positions with a total reported market value of $2.69B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
299
Positions
$2.69B
Total AUM (reported)
21M
Total Shares
Allocation by class
COM$2.68B99.6%
ETF$11.71M0.4%
Portfolio Concentration
Top 3$288.69M10.7%
4–10$339.73M12.6%
11–25$438.89M16.3%
Rest$1.62B60.3%
Top 3 weight
10.7%
Top 10 weight
23.4%
Voting Authority Distribution
Total shares with voting rights: 21M
Sole
Full voting authority
20.69M
shares
% of voting shares98.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
313.14K
shares
% of voting shares1.5%
Investment Discretion (by position count)
Sole299
Shared0
Other0
Dominant voting typeSole · 98.5% of voting shares
Institutional Holdings299
Rows:
Microsoft Corp
SOLEShares245.99K
TypeSH
Market value$122.36M
4.55%
Sole
243.24K
Shared
0.00
None
2.75K
NVIDIA Corp
SOLEShares564.97K
TypeSH
Market value$89.26M
3.32%
Sole
552.46K
Shared
0.00
None
12.51K
Apple Inc
SOLEShares375.63K
TypeSH
Market value$77.07M
2.87%
Sole
367.35K
Shared
0.00
None
8.29K
Broadcom Inc
SOLEShares276.63K
TypeSH
Market value$76.25M
2.84%
Sole
267.33K
Shared
0.00
None
9.30K
Eli Lilly and Co
SOLEShares70.81K
TypeSH
Market value$55.20M
2.05%
Sole
70.34K
Shared
0.00
None
465.00
Alphabet Inc Cl A
SOLEShares269.09K
TypeSH
Market value$47.42M
1.76%
Sole
266.46K
Shared
0.00
None
2.63K
Wells Fargo & Co
SOLEShares532.15K
TypeSH
Market value$42.64M
1.59%
Sole
527.47K
Shared
0.00
None
4.67K
Visa Inc Cl A
SOLEShares118.10K
TypeSH
Market value$41.93M
1.56%
Sole
116.85K
Shared
0.00
None
1.25K
Netflix Inc
SOLEShares28.57K
TypeSH
Market value$38.26M
1.42%
Sole
28.57K
Shared
0.00
None
0.00
Bank of America Corp
SOLEShares803.80K
TypeSH
Market value$38.04M
1.42%
Sole
794K
Shared
0.00
None
9.80K
Stryker Corp
SOLEShares94.93K
TypeSH
Market value$37.56M
1.40%
Sole
93.63K
Shared
0.00
None
1.29K
Bank of New York Mellon Corp
SOLEShares407.61K
TypeSH
Market value$37.14M
1.38%
Sole
402.04K
Shared
0.00
None
5.58K
Intercontinental Exchange Inc
SOLEShares195.51K
TypeSH
Market value$35.87M
1.33%
Sole
193.88K
Shared
0.00
None
1.63K
Corteva Inc
SOLEShares452.21K
TypeSH
Market value$33.70M
1.25%
Sole
448.98K
Shared
0.00
None
3.23K
Meta Platforms Inc
SOLEShares41.80K
TypeSH
Market value$30.85M
1.15%
Sole
41.80K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares103.07K
TypeSH
Market value$29.88M
1.11%
Sole
97.62K
Shared
0.00
None
5.45K
Costco Wholesale Corp
SOLEShares28.11K
TypeSH
Market value$27.82M
1.04%
Sole
27.91K
Shared
0.00
None
195.00
HEICO Corp
SOLEShares83.77K
TypeSH
Market value$27.48M
1.02%
Sole
83.02K
Shared
0.00
None
755.00
Boeing Co
SOLEShares127.03K
TypeSH
Market value$26.62M
0.99%
Sole
125.64K
Shared
0.00
None
1.39K
PepsiCo Inc
SOLEShares200.61K
TypeSH
Market value$26.49M
0.99%
Sole
193.55K
Shared
0.00
None
7.05K
Amazon.com Inc
SOLEShares117.90K
TypeSH
Market value$25.87M
0.96%
Sole
116.90K
Shared
0.00
None
1K
T-Mobile US Inc
SOLEShares105.99K
TypeSH
Market value$25.25M
0.94%
Sole
105.22K
Shared
0.00
None
775.00
Axon Enterprise Inc
SOLEShares30.18K
TypeSH
Market value$24.99M
0.93%
Sole
30.18K
Shared
0.00
None
0.00
Monolithic Power Systems Inc
SOLEShares33.80K
TypeSH
Market value$24.72M
0.92%
Sole
33.54K
Shared
0.00
None
255.00
Walmart Inc
SOLEShares252.14K
TypeSH
Market value$24.65M
0.92%
Sole
249.56K
Shared
0.00
None
2.58K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | COM | 245.99K | SH | $122.36M 4.55% | 243.24K | 0.00 | 2.75K |
NVIDIA CorpSOLE | COM | 564.97K | SH | $89.26M 3.32% | 552.46K | 0.00 | 12.51K |
Apple IncSOLE | COM | 375.63K | SH | $77.07M 2.87% | 367.35K | 0.00 | 8.29K |
Broadcom IncSOLE | COM | 276.63K | SH | $76.25M 2.84% | 267.33K | 0.00 | 9.30K |
Eli Lilly and CoSOLE | COM | 70.81K | SH | $55.20M 2.05% | 70.34K | 0.00 | 465.00 |
Alphabet Inc Cl ASOLE | COM | 269.09K | SH | $47.42M 1.76% | 266.46K | 0.00 | 2.63K |
Wells Fargo & CoSOLE | COM | 532.15K | SH | $42.64M 1.59% | 527.47K | 0.00 | 4.67K |
Visa Inc Cl ASOLE | COM | 118.10K | SH | $41.93M 1.56% | 116.85K | 0.00 | 1.25K |
Netflix IncSOLE | COM | 28.57K | SH | $38.26M 1.42% | 28.57K | 0.00 | 0.00 |
Bank of America CorpSOLE | COM | 803.80K | SH | $38.04M 1.42% | 794K | 0.00 | 9.80K |
Stryker CorpSOLE | COM | 94.93K | SH | $37.56M 1.40% | 93.63K | 0.00 | 1.29K |
Bank of New York Mellon CorpSOLE | COM | 407.61K | SH | $37.14M 1.38% | 402.04K | 0.00 | 5.58K |
Intercontinental Exchange IncSOLE | COM | 195.51K | SH | $35.87M 1.33% | 193.88K | 0.00 | 1.63K |
Corteva IncSOLE | COM | 452.21K | SH | $33.70M 1.25% | 448.98K | 0.00 | 3.23K |
Meta Platforms IncSOLE | COM | 41.80K | SH | $30.85M 1.15% | 41.80K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | COM | 103.07K | SH | $29.88M 1.11% | 97.62K | 0.00 | 5.45K |
Costco Wholesale CorpSOLE | COM | 28.11K | SH | $27.82M 1.04% | 27.91K | 0.00 | 195.00 |
HEICO CorpSOLE | COM | 83.77K | SH | $27.48M 1.02% | 83.02K | 0.00 | 755.00 |
Boeing CoSOLE | COM | 127.03K | SH | $26.62M 0.99% | 125.64K | 0.00 | 1.39K |
PepsiCo IncSOLE | COM | 200.61K | SH | $26.49M 0.99% | 193.55K | 0.00 | 7.05K |
Amazon.com IncSOLE | COM | 117.90K | SH | $25.87M 0.96% | 116.90K | 0.00 | 1K |
T-Mobile US IncSOLE | COM | 105.99K | SH | $25.25M 0.94% | 105.22K | 0.00 | 775.00 |
Axon Enterprise IncSOLE | COM | 30.18K | SH | $24.99M 0.93% | 30.18K | 0.00 | 0.00 |
Monolithic Power Systems IncSOLE | COM | 33.80K | SH | $24.72M 0.92% | 33.54K | 0.00 | 255.00 |
Walmart IncSOLE | COM | 252.14K | SH | $24.65M 0.92% | 249.56K | 0.00 | 2.58K |
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