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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SYSCO CORP

SYY|871829107

Shares:14.6K

Value:$1.1M

% of Portfolio:0.0% ($1.1M/$2.5B)

Blackstone Inc.

BX|09260D107

Shares:7.8K

Value:$1.1M

% of Portfolio:0.0% ($1.1M/$2.5B)

Eaton Corp plc

ETN|G29183103

Shares:3.8K

Value:$1.0M

% of Portfolio:0.0% ($1.0M/$2.5B)

TORO CO

TTC|891092108

Shares:13.7K

Value:$997.4K

% of Portfolio:0.0% ($997.4K/$2.5B)

LOWES COMPANIES INC

LOW|548661107

Shares:4.2K

Value:$974.7K

% of Portfolio:0.0% ($974.7K/$2.5B)

464288612

Shares:9.1K

Value:$963.8K

% of Portfolio:0.0% ($963.8K/$2.5B)

ALLSTATE CORP

ALL|020002101

Shares:4.4K

Value:$911.1K

% of Portfolio:0.0% ($911.1K/$2.5B)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:3.6K

Value:$889.4K

% of Portfolio:0.0% ($889.4K/$2.5B)

DOMINION ENERGY, INC

D|25746U109

Shares:15.7K

Value:$882.6K

% of Portfolio:0.0% ($882.6K/$2.5B)

ADOBE INC.

ADBE|00724F101

Shares:2.3K

Value:$881.0K

% of Portfolio:0.0% ($881.0K/$2.5B)

Palantir Technologies Inc.

PLTR|69608A108

Shares:10.4K

Value:$877.8K

% of Portfolio:0.0% ($877.8K/$2.5B)

W.W. GRAINGER, INC.

GWW|384802104

Shares:880

Value:$869.3K

% of Portfolio:0.0% ($869.3K/$2.5B)

922908363

VOO|922908363

Shares:1.7K

Value:$853.5K

% of Portfolio:0.0% ($853.5K/$2.5B)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:1.5K

Value:$820.5K

% of Portfolio:0.0% ($820.5K/$2.5B)

464287622

IWB|464287622

Shares:2.6K

Value:$810.1K

% of Portfolio:0.0% ($810.1K/$2.5B)

DuPont de Nemours, Inc.

DD|26614N102

Shares:10.6K

Value:$791.3K

% of Portfolio:0.0% ($791.3K/$2.5B)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:7.1K

Value:$778.2K

% of Portfolio:0.0% ($778.2K/$2.5B)

YUM BRANDS INC

YUM|988498101

Shares:4.9K

Value:$767.9K

% of Portfolio:0.0% ($767.9K/$2.5B)

CMS ENERGY CORP

CMS|125896100

Shares:10.1K

Value:$760.3K

% of Portfolio:0.0% ($760.3K/$2.5B)

Philip Morris International Inc.

PM|718172109

Shares:4.8K

Value:$757.9K

% of Portfolio:0.0% ($757.9K/$2.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
SYSCO CORP(SYYcusip871829107)	14.6K	QoQ 0.00% (-0) YoY -0.47% (-70)	All Managers (Combined)	$1.1M	0.0% ($1.1M/$2.5B)	QoQ -1.85% (-$20.7K) YoY -8.00% (-$95.0K)
Blackstone Inc.(BXcusip09260D107)	7.8K	QoQ 0.00% (-0) YoY -1.26% (-100)	All Managers (Combined)	$1.1M	0.0% ($1.1M/$2.5B)	QoQ -18.93% (-$254.7K) YoY +5.05% (-$52.5K)
Eaton Corp plc(ETNcusipG29183103)	3.8K	QoQ +2.10% (-78) YoY +1.82% (-68)	All Managers (Combined)	$1.0M	0.0% ($1.0M/$2.5B)	QoQ -16.37% (-$201.7K) YoY -11.47% (-$133.6K)
TORO CO(TTCcusip891092108)	13.7K	QoQ -27.38% (-5.2K) YoY -46.81% (-12.1K)	All Managers (Combined)	$997.4K	0.0% ($997.4K/$2.5B)	QoQ -34.04% (-$514.9K) YoY -57.77% (-$1.4M)
LOWES COMPANIES INC(LOWcusip548661107)	4.2K	QoQ +2.65% (-108) YoY -8.29% (-378)	All Managers (Combined)	$974.7K	0.0% ($974.7K/$2.5B)	QoQ -2.99% (-$30.1K) YoY -16.03% (-$186.1K)
(cusip464288612)✕	9.1K	QoQ -1.03% (-95) YoY -10.22% (-1.0K)	All Managers (Combined)	$963.8K	0.0% ($963.8K/$2.5B)	QoQ +0.66% (-$6.4K) YoY -8.45% (-$89.1K)
ALLSTATE CORP(ALLcusip020002101)	4.4K	QoQ 0.00% (+0) YoY -6.79% (-321)	All Managers (Combined)	$911.1K	0.0% ($911.1K/$2.5B)	QoQ +7.40% (+$62.8K) YoY +11.54% (-$94.3K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	3.6K	QoQ +2.28% (+80) YoY +2.69% (-94)	All Managers (Combined)	$889.4K	0.0% ($889.4K/$2.5B)	QoQ +0.04% (+$383) YoY -5.08% (-$47.6K)
DOMINION ENERGY, INC(Dcusip25746U109)	15.7K	QoQ +9.00% (+1.3K) YoY -19.33% (-3.8K)	All Managers (Combined)	$882.6K	0.0% ($882.6K/$2.5B)	QoQ +13.47% (+$104.8K) YoY -8.05% (-$77.3K)
ADOBE INC.(ADBEcusip00724F101)	2.3K	QoQ 0.00% (-0) YoY +2.59% (-58)	All Managers (Combined)	$881.0K	0.0% ($881.0K/$2.5B)	QoQ -13.75% (-$140.5K) YoY -22.02% (-$248.8K)
Palantir Technologies Inc.(PLTRcusip69608A108)	10.4K	QoQ -17.46% (-2.2K) YoY -5.45% (-600)	All Managers (Combined)	$877.8K	0.0% ($877.8K/$2.5B)	QoQ -7.88% (-$75.2K) YoY +246.78% (-$624.6K)
W.W. GRAINGER, INC.(GWWcusip384802104)	880	QoQ 0.00% (-0) YoY -7.66% (-73)	All Managers (Combined)	$869.3K	0.0% ($869.3K/$2.5B)	QoQ -6.28% (-$58.3K) YoY -10.33% (-$100.2K)
(VOOcusip922908363)	1.7K	QoQ -0.30% (-5) YoY +39.69% (+472)	All Managers (Combined)	$853.5K	0.0% ($853.5K/$2.5B)	QoQ -4.90% (-$44.0K) YoY +49.32% (+$281.9K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	1.5K	QoQ -3.22% (-50) YoY -6.24% (-100)	All Managers (Combined)	$820.5K	0.0% ($820.5K/$2.5B)	QoQ -7.67% (-$68.2K) YoY +22.62% (-$151.4K)
(IWBcusip464287622)	2.6K	QoQ +0.84% (-22) YoY +0.38% (+10)	All Managers (Combined)	$810.1K	0.0% ($810.1K/$2.5B)	QoQ -3.98% (-$33.6K) YoY +6.90% (+$52.3K)
DuPont de Nemours, Inc.(DDcusip26614N102)	10.6K	QoQ -3.60% (-396) YoY -16.28% (-2.1K)	All Managers (Combined)	$791.3K	0.0% ($791.3K/$2.5B)	QoQ -5.59% (-$46.9K) YoY -18.45% (-$179.1K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	7.1K	QoQ -71.91% (-18.1K) YoY -70.68% (-17.1K)	All Managers (Combined)	$778.2K	0.0% ($778.2K/$2.5B)	QoQ -75.50% (-$2.4M) YoY -78.30% (-$2.8M)
YUM BRANDS INC(YUMcusip988498101)	4.9K	QoQ 0.00% (+0) YoY +0.34% (+17)	All Managers (Combined)	$767.9K	0.0% ($767.9K/$2.5B)	QoQ +17.29% (+$113.2K) YoY +13.89% (+$93.7K)
CMS ENERGY CORP(CMScusip125896100)	10.1K	QoQ -13.13% (-1.5K) YoY +179.45% (+6.5K)	All Managers (Combined)	$760.3K	0.0% ($760.3K/$2.5B)	QoQ -2.10% (-$16.3K) YoY +247.86% (+$541.7K)
Philip Morris International Inc.(PMcusip718172109)	4.8K	QoQ -1.03% (-50) YoY -24.70% (-1.6K)	All Managers (Combined)	$757.9K	0.0% ($757.9K/$2.5B)	QoQ +30.52% (-$177.2K) YoY +30.44% (-$176.9K)