Azimuth Capital Investment Management LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 302
Total Value: 2510485079
Accession Number: 0001942364-25-000002
Form Type: 13F-HR
CIK: 0001942364
Manager Name: Azimuth Capital Investment Management LLC

Data Enrichment

91% identified

274 identified28 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

302 positions • $2,510,485.079K total value

302 positions

Manager:

SEC FilingSEC DataHachi Filing

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Apple Inc.

AAPL|037833100

441926(-2.2%)

Value:

$98.2B(-13.3%)

MICROSOFT CORP

MSFT|594918104

215785(-0.7%)

Value:

$81.0B(-11.6%)

NVIDIA CORP

NVDA|67066G104

742183(-0.1%)

Value:

$80.4B(-19.4%)

ELI LILLY & Co

LLY|532457108

74600(+15.0%)

Value:

$61.6B(+23.1%)

Alphabet Inc.

GOOGL|02079K305

316558(+3.2%)

Value:

$49.0B(-15.7%)

Broadcom Inc.

AVGO|11135F101

277230(+34.7%)

Value:

$46.4B(-2.7%)

VISA INC.

V|92826C839

116753(+0.1%)

Value:

$40.9B(+11.0%)

AMAZON COM INC

AMZN|023135106

199252(-10.3%)

Value:

$37.9B(-22.2%)

WELLS FARGO & COMPANY/MN

WFC|949746101

519653(+63.6%)

Value:

$37.3B(+67.2%)

STRYKER CORP

SYK|863667101

94247(-1.2%)

Value:

$35.1B(+2.1%)

Bank of New York Mellon Corp

BK|064058100

408915(-1.2%)

Value:

$34.3B(+7.9%)

FISERV INC

FI|337738108

152559(-5.9%)

Value:

$33.7B(+1.2%)

Intercontinental Exchange, Inc.

ICE|45866F104

194423(-3.5%)

Value:

$33.5B(+11.8%)

BlackRock, Inc.

BLK|09290D101

33138(+1.2%)

Value:

$31.4B(-6.6%)

Meta Platforms, Inc.

META|30303M102

53196(+15.8%)

Value:

$30.7B(+14.0%)

PEPSICO INC

PEP|713448108

201202(+12.1%)

Value:

$30.2B(+10.5%)

REPUBLIC SERVICES, INC.

RSG|760759100

119614(-3.4%)

Value:

$29.0B(+16.3%)

NETFLIX INC

NFLX|64110L106

30442(+97.3%)

Value:

$28.4B(+106.4%)

T-Mobile US, Inc.

TMUS|872590104

101501(-4.2%)

Value:

$27.1B(+15.7%)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

28395(-0.9%)

Value:

$26.9B(+2.3%)

Instrument	Shares		Other Manager	Value
Apple Inc.(AAPLcusip037833100)	441.9K	QoQ -2.23% (-10.1K) YoY +32.33% (+108.0K)	All Managers (Combined)	$98.2M	QoQ -13.27% (-$15.0M) YoY +71.42% (+$40.9M)
Microsoft Corp(MSFTcusip594918104)	215.8K	QoQ -0.71% (-1.5K) YoY +1.17% (-2.5K)	All Managers (Combined)	$81.0M	QoQ -11.57% (-$10.6M) YoY -9.72% (-$8.7M)
Nvidia Corp(NVDAcusip67066G104)	742.2K	QoQ -0.10% (-788) YoY +814.59% (+661.0K)	All Managers (Combined)	$80.4M	QoQ -19.37% (-$19.3M) YoY +9.70% (+$7.1M)
Eli Lilly & Co(LLYcusip532457108)	74.6K	QoQ +15.04% (+9.8K) YoY +61.21% (+28.3K)	All Managers (Combined)	$61.6M	QoQ +23.08% (+$11.6M) YoY +71.14% (+$25.6M)
Alphabet Inc.(GOOGLcusip02079K305)	316.6K	QoQ +3.20% (-9.8K) YoY +6.75% (+20.0K)	All Managers (Combined)	$49.0M	QoQ -15.69% (-$9.1M) YoY +9.38% (+$4.2M)
Broadcom Inc.(AVGOcusip11135F101)	277.2K	QoQ +34.71% (-71.4K) YoY +995.59% (+251.9K)	All Managers (Combined)	$46.4M	QoQ -2.71% (-$1.3M) YoY +38.39% (+$12.9M)
Visa Inc.(Vcusip92826C839)	116.8K	QoQ +0.12% (+142) YoY -4.00% (-4.9K)	All Managers (Combined)	$40.9M	QoQ +11.02% (+$4.1M) YoY +20.54% (-$7.0M)
Amazon Com Inc(AMZNcusip023135106)	199.3K	QoQ -10.34% (-23.0K) YoY -10.96% (-24.5K)	All Managers (Combined)	$37.9M	QoQ -22.24% (-$10.8M) YoY -6.09% (-$2.5M)
Wells Fargo & Company/Mn(WFCcusip949746101)	519.7K	QoQ +63.63% (+202.1K) YoY +1321.44% (+483.1K)	All Managers (Combined)	$37.3M	QoQ +67.24% (+$15.0M) YoY +1660.62% (+$35.2M)
Stryker Corp(SYKcusip863667101)	94.2K	QoQ -1.21% (-1.2K) YoY +0.34% (+326)	All Managers (Combined)	$35.1M	QoQ +2.13% (-$733.8K) YoY +4.37% (+$1.5M)
Bank Of New York Mellon Corp(BKcusip064058100)	408.9K	QoQ -1.18% (-4.9K) YoY +133.29% (+233.6K)	All Managers (Combined)	$34.3M	QoQ +7.86% (-$2.5M) YoY +239.57% (+$24.2M)
Fiserv Inc(FIcusip337738108)	152.6K	QoQ -5.88% (-9.5K) YoY +181.80% (+98.4K)	All Managers (Combined)	$33.7M	QoQ +1.17% (-$392.0K) YoY +289.37% (+$25.0M)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	194.4K	QoQ -3.45% (-7.0K) YoY +200.64% (+129.8K)	All Managers (Combined)	$33.5M	QoQ +11.76% (-$3.5M) YoY +277.36% (+$24.7M)
Blackrock, Inc.(BLKcusip09290D101)	33.1K	QoQ +1.19% (-390) YoY NEW(+33.1K)	All Managers (Combined)	$31.4M	QoQ -6.57% (-$2.2M) YoY NEW(+$31.4M)
Meta Platforms, Inc.(METAcusip30303M102)	53.2K	QoQ +15.81% (+7.3K) YoY -21.36% (-14.4K)	All Managers (Combined)	$30.7M	QoQ +14.00% (+$3.8M) YoY -6.65% (-$2.2M)
Pepsico Inc(PEPcusip713448108)	201.2K	QoQ +12.06% (+21.7K) YoY +7.49% (-14.0K)	All Managers (Combined)	$30.2M	QoQ +10.50% (+$2.9M) YoY -7.90% (-$2.6M)
Republic Services, Inc.(RSGcusip760759100)	119.6K	QoQ -3.38% (-4.2K) YoY -3.71% (-4.6K)	All Managers (Combined)	$29.0M	QoQ +16.28% (-$4.1M) YoY +21.79% (-$5.2M)
Netflix Inc(NFLXcusip64110L106)	30.4K	QoQ +97.30% (+15.0K) YoY NEW(+30.4K)	All Managers (Combined)	$28.4M	QoQ +106.42% (+$14.6M) YoY NEW(+$28.4M)
T-Mobile Us, Inc.(TMUScusip872590104)	101.5K	QoQ -4.21% (-4.5K) YoY NEW(+101.5K)	All Managers (Combined)	$27.1M	QoQ +15.73% (-$3.7M) YoY NEW(+$27.1M)
Costco Wholesale Corp /New(COSTcusip22160K105)	28.4K	QoQ -0.87% (-251) YoY -11.43% (-3.7K)	All Managers (Combined)	$26.9M	QoQ +2.31% (-$608.0K) YoY +14.32% (-$3.4M)