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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SYSCO CORP

SYY|871829107

14550(+0.0%)

Value:

$1.1B(-1.9%)

Blackstone Inc.

BX|09260D107

7802(+0.0%)

Value:

$1.1B(-18.9%)

Eaton Corp plc

ETN|G29183103

3791(+2.1%)

Value:

$1.0B(-16.4%)

TORO CO

TTC|891092108

13710(-27.4%)

Value:

$997.4M(-34.0%)

LOWES COMPANIES INC

LOW|548661107

4179(+2.6%)

Value:

$974.7M(-3.0%)

464288612

9091(-1.0%)

Value:

$963.8M(+0.7%)

ALLSTATE CORP

ALL|020002101

4400(+0.0%)

Value:

$911.1M(+7.4%)

ILLINOIS TOOL WORKS INC

ITW|452308109

3586(+2.3%)

Value:

$889.4M(+0.0%)

DOMINION ENERGY, INC

D|25746U109

15741(+9.0%)

Value:

$882.6M(+13.5%)

ADOBE INC.

ADBE|00724F101

2297(+0.0%)

Value:

$881.0M(-13.8%)

Palantir Technologies Inc.

PLTR|69608A108

10400(-17.5%)

Value:

$877.8M(-7.9%)

W.W. GRAINGER, INC.

GWW|384802104

880(+0.0%)

Value:

$869.3M(-6.3%)

922908363

VOO|922908363

1661(-0.3%)

Value:

$853.5M(-4.9%)

GOLDMAN SACHS GROUP INC

GS|38141G104

1502(-3.2%)

Value:

$820.5M(-7.7%)

464287622

IWB|464287622

2641(+0.8%)

Value:

$810.1M(-4.0%)

DuPont de Nemours, Inc.

DD|26614N102

10596(-3.6%)

Value:

$791.3M(-5.6%)

UNITED PARCEL SERVICE INC

UPS|911312106

7075(-71.9%)

Value:

$778.2M(-75.5%)

YUM BRANDS INC

YUM|988498101

4880(+0.0%)

Value:

$767.9M(+17.3%)

CMS ENERGY CORP

CMS|125896100

10122(-13.1%)

Value:

$760.3M(-2.1%)

Philip Morris International Inc.

PM|718172109

4775(-1.0%)

Value:

$757.9M(+30.5%)

Instrument	Shares		Other Manager	Value
Sysco Corp(SYYcusip871829107)	14.6K	QoQ 0.00% (-0) YoY -0.47% (-70)	All Managers (Combined)	$1.1M	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ +30.52% (-$177.2K) YoY +30.44% (-$176.9K)