Filed: 11/14/2025ACC: 0001942364-25-000009
📋 What this filing means
AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 298 equity positions with a total reported market value of $2.78B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
298
Positions
$2.78B
Total AUM (reported)
20.51M
Total Shares
Allocation by class
COM$2.77B99.6%
ETF$11.69M0.4%
Portfolio Concentration
Top 3$338.23M12.2%
4–10$367.27M13.2%
11–25$448.54M16.1%
Rest$1.63B58.5%
Top 3 weight
12.2%
Top 10 weight
25.3%
Voting Authority Distribution
Total shares with voting rights: 20.51M
Sole
Full voting authority
20.20M
shares
% of voting shares98.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
309.71K
shares
% of voting shares1.5%
Investment Discretion (by position count)
Sole298
Shared0
Other0
Dominant voting typeSole · 98.5% of voting shares
Institutional Holdings298
Rows:
Microsoft Corp
SOLEShares254.33K
TypeSH
Market value$131.73M
4.73%
Sole
251.53K
Shared
0.00
None
2.81K
NVIDIA Corp
SOLEShares568.29K
TypeSH
Market value$106.03M
3.81%
Sole
556.21K
Shared
0.00
None
12.07K
Apple Inc
SOLEShares394.56K
TypeSH
Market value$100.47M
3.61%
Sole
386.15K
Shared
0.00
None
8.41K
Broadcom Inc
SOLEShares254.30K
TypeSH
Market value$83.90M
3.01%
Sole
245.32K
Shared
0.00
None
8.97K
Alphabet Inc Cl A
SOLEShares261.90K
TypeSH
Market value$63.67M
2.29%
Sole
259.27K
Shared
0.00
None
2.63K
Eli Lilly and Co
SOLEShares65.01K
TypeSH
Market value$49.60M
1.78%
Sole
64.55K
Shared
0.00
None
465.00
Wells Fargo & Co
SOLEShares532.53K
TypeSH
Market value$44.64M
1.60%
Sole
527.76K
Shared
0.00
None
4.78K
Bank of New York Mellon Corp
SOLEShares400.71K
TypeSH
Market value$43.66M
1.57%
Sole
395.13K
Shared
0.00
None
5.58K
Bank of America Corp
SOLEShares803.02K
TypeSH
Market value$41.43M
1.49%
Sole
793.22K
Shared
0.00
None
9.80K
Visa Inc Cl A
SOLEShares118.27K
TypeSH
Market value$40.38M
1.45%
Sole
117.02K
Shared
0.00
None
1.25K
Oracle Corp
SOLEShares128.96K
TypeSH
Market value$36.27M
1.30%
Sole
127.76K
Shared
0.00
None
1.20K
Stryker Corp
SOLEShares94.29K
TypeSH
Market value$34.86M
1.25%
Sole
92.97K
Shared
0.00
None
1.32K
Netflix Inc
SOLEShares27.86K
TypeSH
Market value$33.41M
1.20%
Sole
27.86K
Shared
0.00
None
0.00
Intercontinental Exchange Inc
SOLEShares195.03K
TypeSH
Market value$32.86M
1.18%
Sole
193.41K
Shared
0.00
None
1.63K
Meta Platforms Inc
SOLEShares44.61K
TypeSH
Market value$32.76M
1.18%
Sole
44.61K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares101.52K
TypeSH
Market value$32.02M
1.15%
Sole
96.28K
Shared
0.00
None
5.25K
Monolithic Power Systems Inc
SOLEShares33.55K
TypeSH
Market value$30.89M
1.11%
Sole
33.30K
Shared
0.00
None
255.00
Corteva Inc
SOLEShares454.88K
TypeSH
Market value$30.76M
1.11%
Sole
451.45K
Shared
0.00
None
3.42K
PepsiCo Inc
SOLEShares205.28K
TypeSH
Market value$28.83M
1.04%
Sole
198.07K
Shared
0.00
None
7.21K
Boeing Co
SOLEShares127.77K
TypeSH
Market value$27.58M
0.99%
Sole
126.38K
Shared
0.00
None
1.39K
HEICO Corp
SOLEShares82.04K
TypeSH
Market value$26.48M
0.95%
Sole
81.29K
Shared
0.00
None
755.00
WEC Energy Group Inc
SOLEShares228.73K
TypeSH
Market value$26.21M
0.94%
Sole
227.71K
Shared
0.00
None
1.02K
Amazon.com Inc
SOLEShares116.72K
TypeSH
Market value$25.63M
0.92%
Sole
115.72K
Shared
0.00
None
1K
T-Mobile US Inc
SOLEShares104.96K
TypeSH
Market value$25.12M
0.90%
Sole
104.18K
Shared
0.00
None
775.00
Walmart Inc
SOLEShares241.20K
TypeSH
Market value$24.86M
0.89%
Sole
238.70K
Shared
0.00
None
2.50K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | COM | 254.33K | SH | $131.73M 4.73% | 251.53K | 0.00 | 2.81K |
NVIDIA CorpSOLE | COM | 568.29K | SH | $106.03M 3.81% | 556.21K | 0.00 | 12.07K |
Apple IncSOLE | COM | 394.56K | SH | $100.47M 3.61% | 386.15K | 0.00 | 8.41K |
Broadcom IncSOLE | COM | 254.30K | SH | $83.90M 3.01% | 245.32K | 0.00 | 8.97K |
Alphabet Inc Cl ASOLE | COM | 261.90K | SH | $63.67M 2.29% | 259.27K | 0.00 | 2.63K |
Eli Lilly and CoSOLE | COM | 65.01K | SH | $49.60M 1.78% | 64.55K | 0.00 | 465.00 |
Wells Fargo & CoSOLE | COM | 532.53K | SH | $44.64M 1.60% | 527.76K | 0.00 | 4.78K |
Bank of New York Mellon CorpSOLE | COM | 400.71K | SH | $43.66M 1.57% | 395.13K | 0.00 | 5.58K |
Bank of America CorpSOLE | COM | 803.02K | SH | $41.43M 1.49% | 793.22K | 0.00 | 9.80K |
Visa Inc Cl ASOLE | COM | 118.27K | SH | $40.38M 1.45% | 117.02K | 0.00 | 1.25K |
Oracle CorpSOLE | COM | 128.96K | SH | $36.27M 1.30% | 127.76K | 0.00 | 1.20K |
Stryker CorpSOLE | COM | 94.29K | SH | $34.86M 1.25% | 92.97K | 0.00 | 1.32K |
Netflix IncSOLE | COM | 27.86K | SH | $33.41M 1.20% | 27.86K | 0.00 | 0.00 |
Intercontinental Exchange IncSOLE | COM | 195.03K | SH | $32.86M 1.18% | 193.41K | 0.00 | 1.63K |
Meta Platforms IncSOLE | COM | 44.61K | SH | $32.76M 1.18% | 44.61K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | COM | 101.52K | SH | $32.02M 1.15% | 96.28K | 0.00 | 5.25K |
Monolithic Power Systems IncSOLE | COM | 33.55K | SH | $30.89M 1.11% | 33.30K | 0.00 | 255.00 |
Corteva IncSOLE | COM | 454.88K | SH | $30.76M 1.11% | 451.45K | 0.00 | 3.42K |
PepsiCo IncSOLE | COM | 205.28K | SH | $28.83M 1.04% | 198.07K | 0.00 | 7.21K |
Boeing CoSOLE | COM | 127.77K | SH | $27.58M 0.99% | 126.38K | 0.00 | 1.39K |
HEICO CorpSOLE | COM | 82.04K | SH | $26.48M 0.95% | 81.29K | 0.00 | 755.00 |
WEC Energy Group IncSOLE | COM | 228.73K | SH | $26.21M 0.94% | 227.71K | 0.00 | 1.02K |
Amazon.com IncSOLE | COM | 116.72K | SH | $25.63M 0.92% | 115.72K | 0.00 | 1K |
T-Mobile US IncSOLE | COM | 104.96K | SH | $25.12M 0.90% | 104.18K | 0.00 | 775.00 |
Walmart IncSOLE | COM | 241.20K | SH | $24.86M 0.89% | 238.70K | 0.00 | 2.50K |
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