Azimuth Capital Investment Management LLC 13F Holdings

CIK 0001942364 · BLOOMFIELD HILLS, MI

As of Sep 30, 2025, Azimuth Capital Investment Management LLC reported 298 positions worth $2.7B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology254,333 31.7M4.81%
NVIDIA CORPNVDATechnology568,289 06.0M3.88%
APPLE INCAAPLTechnology394,561 00.5M3.67%
BROADCOM LTD SHSAVGOTechnology254,298$83.9M3.07%
ALPHABET INCGOOGLCommunication Services261,897$63.7M2.33%
ELI LILLY & COLLYHealthcare65,013$49.6M1.81%
WELLS FARGO & COMPANYWFCFinancial Services532,533$44.6M1.63%
BANK OF NEW YORK MELLON CORPBKFinancial Services400,707$43.7M1.60%
BANK OF AMERICA CORPBACFinancial Services803,023$41.4M1.51%
VISA INC CLASS AVFinancial Services118,270$40.4M1.48%
ORACLE CORPORCLTechnology128,959$36.3M1.33%
STRYKER CORPSYKHealthcare94,289$34.9M1.27%
NETFLIX INC COMNFLXCommunication Services27,864$33.4M1.22%
INTERCONTINENTALEXCHAN COMICEFinancial Services195,033$32.9M1.20%
Meta Platforms, Inc.META—44,607$32.8M1.20%
J P MORGAN CHASE & COJPMFinancial Services101,524$32.0M1.17%
MONOLITHIC POWER SYSTEMS INCMPWRTechnology33,554$30.9M1.13%
CORTEVACTVABasic Materials454,878$30.8M1.12%
PEPSICO INCPEPConsumer Defensive205,275$28.8M1.05%
BOEING COBAIndustrials127,769$27.6M1.01%
HEICO CORPHEIIndustrials82,042$26.5M0.97%
WEC ENERGY GROUP INCWECUtilities228,733$26.2M0.96%
AMAZON.COM INCAMZNEquity116,720$25.6M0.94%
T-MOBILE US INCTMUSCommunication Services104,956$25.1M0.92%
WALMART INCWMTConsumer Defensive241,197$24.9M0.91%