Azimuth-Capital-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MPWR",
  "GLOB",
  "GDX",
  null,
  "ACN",
  "ZS",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "ALL",
  "GOOGL",
  "AXP",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "BSX",
  "DUK",
  "D",
  "NICE",
  "MBWM",
  "ESS",
  "EXPD",
  "PNR",
  "GD",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "AZN",
  "MCD",
  "INTU",
  "RPM",
  null,
  "UNP",
  "QCOM",
  "ISRG",
  "ITW",
  "INGR",
  "AMAT",
  "EMR",
  null,
  "NBIX",
  "ICE",
  "META",
  "IVW",
  "IJH",
  "SWK",
  null,
  null,
  "KMI",
  null,
  "LIN",
  "MPC",
  "MMC",
  "MRVL",
  "MA",
  null,
  null,
  null,
  null,
  null,
  "MDT",
  null,
  "MSFT",
  "MDLZ",
  "TMUS",
  "NEOG",
  "ESPR",
  "EXC",
  "FHN",
  "GE",
  "GPC",
  "HEI",
  "ICLR",
  "BX",
  "HSY",
  "FAST",
  "IJR",
  "IWD",
  "ORCL",
  "KHC",
  "PAYX",
  "EEM",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "PGR",
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "MKC",
  "AMGN",
  "PPG",
  "ROK",
  "SPGI",
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "ROP",
  "O",
  "ROST",
  "SNA",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "BP",
  "RSG",
  "IBM",
  "SYK",
  "SBUX",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TRV",
  "TYL",
  "UBER",
  "UL",
  "UPS",
  "NEM",
  "DTM",
  "SCHW",
  null,
  "PNW",
  "VCIT",
  null,
  "WY",
  "GMED",
  "TSM",
  "GSK",
  "RMD",
  "DD",
  "VRTX",
  null,
  null,
  "PEN",
  "ADSK",
  "GM",
  "AVY",
  "AFL",
  "AXON",
  "APH",
  "AMD",
  "VFC",
  "FI",
  "CPAY",
  "F",
  "WEC",
  "WM",
  "FTNT",
  "TTC",
  "CAH",
  "AEP",
  null,
  null,
  null,
  "IDXX",
  "AMZN",
  "MSI",
  null,
  "CMS",
  "IVE",
  "PFG",
  null,
  "HDB",
  "HBAN",
  "RGA",
  "VLO",
  "VXUS",
  "BND",
  "VOO",
  "VEEV",
  "V",
  "WMT",
  "WFC",
  "WELL",
  null,
  "WDAY",
  "YUM",
  "XYL",
  "DTE",
  "GRMN",
  "GNTX",
  "DVY",
  "CHKP",
  "IHG",
  "MSCI",
  "NDSN",
  "SO",
  "TTD",
  "OTIS",
  "PSX",
  "CRM",
  null,
  "SYY",
  "GEV",
  "MELI",
  null,
  "GWW",
  "PSA",
  "FDX",
  "STE",
  "KMB",
  "ADP",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BBY",
  "BA",
  "BAH",
  "BMY",
  "BF-B",
  "BAM.TO",
  "CCJ",
  "CNI",
  "CARR",
  "CASY",
  "CVX",
  "CINF",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "C",
  "CLX",
  "CME",
  "KO",
  "CCOI",
  "CMA",
  "CMCSA",
  "CL",
  "COP",
  "STZ",
  "CEG",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CRWD",
  "DHR",
  "DE",
  "DAL",
  "DCI",
  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
  "EFA",
  "ADI",
  "TRNO",
  "IWB",
  "NEE",
  "STT",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "MLM",
  "VTI",
  "JPM",
  "ZTS"
]

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: azimuth-capital-investment-management
Manager Name: Azimuth-Capital-Investment-Management

Data Enrichment

91% identified

274 identified28 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

302 positions • $2.5B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Apple Inc.

AAPL|037833100

Shares:441.9K

Value:$98.2M

% of Portfolio:3.9% ($98.2M/$2.5B)

MICROSOFT CORP

MSFT|594918104

Shares:215.8K

Value:$81.0M

% of Portfolio:3.2% ($81.0M/$2.5B)

NVIDIA CORP

NVDA|67066G104

Shares:742.2K

Value:$80.4M

% of Portfolio:3.2% ($80.4M/$2.5B)

ELI LILLY & Co

LLY|532457108

Shares:74.6K

Value:$61.6M

% of Portfolio:2.5% ($61.6M/$2.5B)

Alphabet Inc.

GOOGL|02079K305

Shares:316.6K

Value:$49.0M

% of Portfolio:1.9% ($49.0M/$2.5B)

Broadcom Inc.

AVGO|11135F101

Shares:277.2K

Value:$46.4M

% of Portfolio:1.8% ($46.4M/$2.5B)

VISA INC.

V|92826C839

Shares:116.8K

Value:$40.9M

% of Portfolio:1.6% ($40.9M/$2.5B)

AMAZON COM INC

AMZN|023135106

Shares:199.3K

Value:$37.9M

% of Portfolio:1.5% ($37.9M/$2.5B)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:519.7K

Value:$37.3M

% of Portfolio:1.5% ($37.3M/$2.5B)

STRYKER CORP

SYK|863667101

Shares:94.2K

Value:$35.1M

% of Portfolio:1.4% ($35.1M/$2.5B)

Bank of New York Mellon Corp

BK|064058100

Shares:408.9K

Value:$34.3M

% of Portfolio:1.4% ($34.3M/$2.5B)

FISERV INC

FI|337738108

Shares:152.6K

Value:$33.7M

% of Portfolio:1.3% ($33.7M/$2.5B)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:194.4K

Value:$33.5M

% of Portfolio:1.3% ($33.5M/$2.5B)

BlackRock, Inc.

BLK|09290D101

Shares:33.1K

Value:$31.4M

% of Portfolio:1.2% ($31.4M/$2.5B)

Meta Platforms, Inc.

META|30303M102

Shares:53.2K

Value:$30.7M

% of Portfolio:1.2% ($30.7M/$2.5B)

PEPSICO INC

PEP|713448108

Shares:201.2K

Value:$30.2M

% of Portfolio:1.2% ($30.2M/$2.5B)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:119.6K

Value:$29.0M

% of Portfolio:1.2% ($29.0M/$2.5B)

NETFLIX INC

NFLX|64110L106

Shares:30.4K

Value:$28.4M

% of Portfolio:1.1% ($28.4M/$2.5B)

T-Mobile US, Inc.

TMUS|872590104

Shares:101.5K

Value:$27.1M

% of Portfolio:1.1% ($27.1M/$2.5B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:28.4K

Value:$26.9M

% of Portfolio:1.1% ($26.9M/$2.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	441.9K	QoQ -2.23% (-10.1K) YoY +32.33% (+108.0K)	All Managers (Combined)	$98.2M	3.9% ($98.2M/$2.5B)	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	3.2% ($81.0M/$2.5B)	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	3.2% ($80.4M/$2.5B)	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	2.5% ($61.6M/$2.5B)	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	1.9% ($49.0M/$2.5B)	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	1.8% ($46.4M/$2.5B)	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	1.6% ($40.9M/$2.5B)	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	1.5% ($37.9M/$2.5B)	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	1.5% ($37.3M/$2.5B)	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	1.4% ($35.1M/$2.5B)	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	1.4% ($34.3M/$2.5B)	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	1.3% ($33.7M/$2.5B)	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	1.3% ($33.5M/$2.5B)	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	1.2% ($31.4M/$2.5B)	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	1.2% ($30.7M/$2.5B)	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	1.2% ($30.2M/$2.5B)	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	1.2% ($29.0M/$2.5B)	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	1.1% ($28.4M/$2.5B)	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	1.1% ($27.1M/$2.5B)	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	1.1% ($26.9M/$2.5B)	QoQ +2.31% (-$608.0K) YoY +14.32% (-$3.4M)