Institutions / Azimuth Capital Investment Management LLC
Azimuth Capital Investment Management LLC
CIK 1942364 · Institution · as of Dec 31, 2025
Portfolio value
$2.79B
Positions
307
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 307 →
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $123.71M | 4.4% |
| Apple Inc. | $113.08M | 4.1% |
| NVIDIA Corp | $107.26M | 3.8% |
| Broadcom Inc | $86.57M | 3.1% |
| Alphabet Inc Cl A | $80.38M | 2.9% |
| ELI LILLY & Co | $68.61M | 2.5% |
| Wells Fargo & COMPANY/MN | $48.73M | 1.7% |
| Bank of America Corp /De | $44.12M | 1.6% |
| Bank of New York Mellon Corp/The | $43.06M | 1.5% |
| Visa Inc Cl A | $41.09M | 1.5% |
| Monolithic Power Systems Inc | $32.82M | 1.2% |
| JPMorgan Chase & Co | $31.95M | 1.1% |
| Amazon.com Inc | $31.60M | 1.1% |
| Pepsico Inc | $28.99M | 1.0% |
| Advanced Micro Devices Inc | $28.03M | 1.0% |
| The Boeing Company | $27.84M | 1.0% |
| Hershey Co | $26.69M | 1.0% |
| Exxon Mobil Corp | $26.33M | 0.9% |
| Heico Corp | $26.28M | 0.9% |
| Meta Platforms Inc | $26.06M | 0.9% |
| Walmart Inc. | $25.73M | 0.9% |
| AbbVie Inc | $24.36M | 0.9% |
| Amphenol Corp /De | $23.92M | 0.9% |
| WEC Energy Group Inc | $23.84M | 0.9% |
| Corteva Inc | $23.82M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.