Filed: 5/12/2026ACC: 0001942364-26-000002
📋 What this filing means
AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 300 equity positions with a total reported market value of $2.66B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
300
Positions
$2.66B
Total AUM (reported)
23.11M
Total Shares
Allocation by class
COM$2.64B99.5%
ETF$12.89M0.5%
Portfolio Concentration
Top 3$307.13M11.6%
4–10$366.17M13.8%
11–25$390.42M14.7%
Rest$1.59B60.0%
Top 3 weight
11.6%
Top 10 weight
25.3%
Voting Authority Distribution
Total shares with voting rights: 23.11M
Sole
Full voting authority
22.79M
shares
% of voting shares98.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
320.12K
shares
% of voting shares1.4%
Investment Discretion (by position count)
Sole300
Shared0
Other0
Dominant voting typeSole · 98.6% of voting shares
Institutional Holdings300
Rows:
Apple Inc
SOLEShares454.84K
TypeSH
Market value$115.43M
4.34%
Sole
445.96K
Shared
0.00
None
8.88K
NVIDIA Corp
SOLEShares583.73K
TypeSH
Market value$101.80M
3.83%
Sole
570.98K
Shared
0.00
None
12.75K
Microsoft Corp
SOLEShares242.85K
TypeSH
Market value$89.89M
3.38%
Sole
240.09K
Shared
0.00
None
2.75K
Broadcom Inc
SOLEShares251.84K
TypeSH
Market value$77.95M
2.93%
Sole
243.18K
Shared
0.00
None
8.66K
Alphabet Inc Cl A
SOLEShares248.97K
TypeSH
Market value$71.60M
2.69%
Sole
246.45K
Shared
0.00
None
2.52K
Eli Lilly and Co
SOLEShares66.60K
TypeSH
Market value$61.25M
2.31%
Sole
66.12K
Shared
0.00
None
480.00
PepsiCo Inc
SOLEShares275.07K
TypeSH
Market value$42.72M
1.61%
Sole
268.08K
Shared
0.00
None
6.99K
Monolithic Power Systems Inc
SOLEShares36.07K
TypeSH
Market value$39.44M
1.48%
Sole
35.81K
Shared
0.00
None
265.00
Hershey Co
SOLEShares179.86K
TypeSH
Market value$37.39M
1.41%
Sole
177.34K
Shared
0.00
None
2.52K
Exxon Mobil Corp
SOLEShares211.18K
TypeSH
Market value$35.83M
1.35%
Sole
203.86K
Shared
0.00
None
7.33K
Chevron Corp
SOLEShares150.30K
TypeSH
Market value$31.10M
1.17%
Sole
147.47K
Shared
0.00
None
2.83K
Bank of America Corp
SOLEShares598.47K
TypeSH
Market value$29.18M
1.10%
Sole
590.33K
Shared
0.00
None
8.14K
JPMorgan Chase & Co
SOLEShares97.04K
TypeSH
Market value$28.54M
1.07%
Sole
92.89K
Shared
0.00
None
4.15K
Wells Fargo & Co
SOLEShares345.91K
TypeSH
Market value$27.54M
1.04%
Sole
342.29K
Shared
0.00
None
3.63K
SLB Ltd
SOLEShares531.95K
TypeSH
Market value$27.34M
1.03%
Sole
529.17K
Shared
0.00
None
2.77K
Advanced Micro Devices Inc
SOLEShares132.34K
TypeSH
Market value$26.92M
1.01%
Sole
132.34K
Shared
0.00
None
0.00
Walmart Inc
SOLEShares216.18K
TypeSH
Market value$26.87M
1.01%
Sole
213.76K
Shared
0.00
None
2.42K
WEC Energy Group Inc
SOLEShares225.56K
TypeSH
Market value$26.11M
0.98%
Sole
224.51K
Shared
0.00
None
1.05K
Bank of New York Mellon Corp
SOLEShares218.61K
TypeSH
Market value$25.93M
0.98%
Sole
215.67K
Shared
0.00
None
2.94K
Boeing Co
SOLEShares129.33K
TypeSH
Market value$25.74M
0.97%
Sole
127.94K
Shared
0.00
None
1.39K
Visa Inc Cl A
SOLEShares80.77K
TypeSH
Market value$24.41M
0.92%
Sole
79.67K
Shared
0.00
None
1.10K
Marvell Technology Inc
SOLEShares232.74K
TypeSH
Market value$23.05M
0.87%
Sole
232.74K
Shared
0.00
None
0.00
Costco Wholesale Corp
SOLEShares22.83K
TypeSH
Market value$22.75M
0.86%
Sole
22.54K
Shared
0.00
None
289.00
Meta Platforms Inc
SOLEShares39.42K
TypeSH
Market value$22.56M
0.85%
Sole
39.42K
Shared
0.00
None
0.00
Yum! Brands Inc
SOLEShares143.97K
TypeSH
Market value$22.38M
0.84%
Sole
140.78K
Shared
0.00
None
3.19K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | COM | 454.84K | SH | $115.43M 4.34% | 445.96K | 0.00 | 8.88K |
NVIDIA CorpSOLE | COM | 583.73K | SH | $101.80M 3.83% | 570.98K | 0.00 | 12.75K |
Microsoft CorpSOLE | COM | 242.85K | SH | $89.89M 3.38% | 240.09K | 0.00 | 2.75K |
Broadcom IncSOLE | COM | 251.84K | SH | $77.95M 2.93% | 243.18K | 0.00 | 8.66K |
Alphabet Inc Cl ASOLE | COM | 248.97K | SH | $71.60M 2.69% | 246.45K | 0.00 | 2.52K |
Eli Lilly and CoSOLE | COM | 66.60K | SH | $61.25M 2.31% | 66.12K | 0.00 | 480.00 |
PepsiCo IncSOLE | COM | 275.07K | SH | $42.72M 1.61% | 268.08K | 0.00 | 6.99K |
Monolithic Power Systems IncSOLE | COM | 36.07K | SH | $39.44M 1.48% | 35.81K | 0.00 | 265.00 |
Hershey CoSOLE | COM | 179.86K | SH | $37.39M 1.41% | 177.34K | 0.00 | 2.52K |
Exxon Mobil CorpSOLE | COM | 211.18K | SH | $35.83M 1.35% | 203.86K | 0.00 | 7.33K |
Chevron CorpSOLE | COM | 150.30K | SH | $31.10M 1.17% | 147.47K | 0.00 | 2.83K |
Bank of America CorpSOLE | COM | 598.47K | SH | $29.18M 1.10% | 590.33K | 0.00 | 8.14K |
JPMorgan Chase & CoSOLE | COM | 97.04K | SH | $28.54M 1.07% | 92.89K | 0.00 | 4.15K |
Wells Fargo & CoSOLE | COM | 345.91K | SH | $27.54M 1.04% | 342.29K | 0.00 | 3.63K |
SLB LtdSOLE | COM | 531.95K | SH | $27.34M 1.03% | 529.17K | 0.00 | 2.77K |
Advanced Micro Devices IncSOLE | COM | 132.34K | SH | $26.92M 1.01% | 132.34K | 0.00 | 0.00 |
Walmart IncSOLE | COM | 216.18K | SH | $26.87M 1.01% | 213.76K | 0.00 | 2.42K |
WEC Energy Group IncSOLE | COM | 225.56K | SH | $26.11M 0.98% | 224.51K | 0.00 | 1.05K |
Bank of New York Mellon CorpSOLE | COM | 218.61K | SH | $25.93M 0.98% | 215.67K | 0.00 | 2.94K |
Boeing CoSOLE | COM | 129.33K | SH | $25.74M 0.97% | 127.94K | 0.00 | 1.39K |
Visa Inc Cl ASOLE | COM | 80.77K | SH | $24.41M 0.92% | 79.67K | 0.00 | 1.10K |
Marvell Technology IncSOLE | COM | 232.74K | SH | $23.05M 0.87% | 232.74K | 0.00 | 0.00 |
Costco Wholesale CorpSOLE | COM | 22.83K | SH | $22.75M 0.86% | 22.54K | 0.00 | 289.00 |
Meta Platforms IncSOLE | COM | 39.42K | SH | $22.56M 0.85% | 39.42K | 0.00 | 0.00 |
Yum! Brands IncSOLE | COM | 143.97K | SH | $22.38M 0.84% | 140.78K | 0.00 | 3.19K |
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