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

Page 12 of 16

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GLOBUS MEDICAL INC

GMED|379577208

Shares:10.3K

Value:$756.7K

% of Portfolio:0.0% ($756.7K/$2.5B)

464287309

IVW|464287309

Shares:8.0K

Value:$742.8K

% of Portfolio:0.0% ($742.8K/$2.5B)

ANALOG DEVICES INC

ADI|032654105

Shares:3.4K

Value:$695.2K

% of Portfolio:0.0% ($695.2K/$2.5B)

RPM INTERNATIONAL INC/DE/

RPM|749685103

Shares:5.8K

Value:$676.7K

% of Portfolio:0.0% ($676.7K/$2.5B)

PPG INDUSTRIES INC

PPG|693506107

Shares:6.1K

Value:$662.0K

% of Portfolio:0.0% ($662.0K/$2.5B)

FEDEX CORP

FDX|31428X106

Shares:2.7K

Value:$650.4K

% of Portfolio:0.0% ($650.4K/$2.5B)

CINCINNATI FINANCIAL CORP

CINF|172062101

Shares:4.3K

Value:$638.6K

% of Portfolio:0.0% ($638.6K/$2.5B)

Snap-on Inc

SNA|833034101

Shares:1.9K

Value:$636.3K

% of Portfolio:0.0% ($636.3K/$2.5B)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:42.1K

Value:$632.2K

% of Portfolio:0.0% ($632.2K/$2.5B)

Fortinet, Inc.

FTNT|34959E109

Shares:6.4K

Value:$617.0K

% of Portfolio:0.0% ($617.0K/$2.5B)

ALTRIA GROUP, INC.

MO|02209S103

Shares:10.3K

Value:$615.2K

% of Portfolio:0.0% ($615.2K/$2.5B)

ENBRIDGE INC

ENB|29250N105

Shares:13.7K

Value:$606.5K

% of Portfolio:0.0% ($606.5K/$2.5B)

GE Vernova Inc.

GEV|36828A101

Shares:2.0K

Value:$599.0K

% of Portfolio:0.0% ($599.0K/$2.5B)

Ingredion Inc

INGR|457187102

Shares:4.4K

Value:$597.0K

% of Portfolio:0.0% ($597.0K/$2.5B)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:8.9K

Value:$583.7K

% of Portfolio:0.0% ($583.7K/$2.5B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.0K

Value:$579.5K

% of Portfolio:0.0% ($579.5K/$2.5B)

SPDR GOLD TRUST

GLD|78463V107

Shares:2.0K

Value:$564.5K

% of Portfolio:0.0% ($564.5K/$2.5B)

EXELON CORP

EXC|30161N101

Shares:12.1K

Value:$555.3K

% of Portfolio:0.0% ($555.3K/$2.5B)

464287200

IVV|464287200

Shares:966

Value:$542.8K

% of Portfolio:0.0% ($542.8K/$2.5B)

Avery Dennison Corp

AVY|053611109

Shares:3.0K

Value:$540.1K

% of Portfolio:0.0% ($540.1K/$2.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
GLOBUS MEDICAL INC(GMEDcusip379577208)	10.3K	QoQ +0.41% (-43) YoY -2.63% (-280)	All Managers (Combined)	$756.7K	0.0% ($756.7K/$2.5B)	QoQ -11.12% (-$94.8K) YoY +32.86% (-$187.2K)
(IVWcusip464287309)	8.0K	QoQ +1.75% (-138) YoY +1.00% (+80)	All Managers (Combined)	$742.8K	0.0% ($742.8K/$2.5B)	QoQ -6.96% (-$55.6K) YoY +11.04% (+$73.9K)
ANALOG DEVICES INC(ADIcusip032654105)	3.4K	QoQ -2.81% (-100) YoY +2.98% (+100)	All Managers (Combined)	$695.2K	0.0% ($695.2K/$2.5B)	QoQ -7.75% (-$58.4K) YoY +5.00% (+$33.2K)
RPM INTERNATIONAL INC/DE/(RPMcusip749685103)	5.8K	QoQ -7.14% (-450) YoY -19.03% (-1.4K)	All Managers (Combined)	$676.7K	0.0% ($676.7K/$2.5B)	QoQ -12.71% (-$98.5K) YoY -21.25% (-$182.7K)
PPG INDUSTRIES INC(PPGcusip693506107)	6.1K	QoQ +9.45% (+523) YoY +4.59% (-266)	All Managers (Combined)	$662.0K	0.0% ($662.0K/$2.5B)	QoQ +0.20% (+$1.3K) YoY -21.06% (-$176.7K)
FEDEX CORP(FDXcusip31428X106)	2.7K	QoQ 0.00% (-0) YoY -5.32% (-150)	All Managers (Combined)	$650.4K	0.0% ($650.4K/$2.5B)	QoQ -13.34% (-$100.2K) YoY -20.34% (-$166.1K)
CINCINNATI FINANCIAL CORP(CINFcusip172062101)	4.3K	QoQ +8.80% (+350) YoY +10.19% (+400)	All Managers (Combined)	$638.6K	0.0% ($638.6K/$2.5B)	QoQ +11.85% (+$67.7K) YoY +31.09% (+$151.5K)
Snap-on Inc(SNAcusip833034101)	1.9K	QoQ 0.00% (-0) YoY -2.32% (-45)	All Managers (Combined)	$636.3K	0.0% ($636.3K/$2.5B)	QoQ -0.72% (-$4.7K) YoY +11.12% (-$63.7K)
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	42.1K	QoQ -0.35% (-150) YoY -0.35% (-150)	All Managers (Combined)	$632.2K	0.0% ($632.2K/$2.5B)	QoQ -8.07% (-$55.5K) YoY +7.21% (-$42.6K)
Fortinet, Inc.(FTNTcusip34959E109)	6.4K	QoQ -1.53% (-100) YoY -7.23% (-500)	All Managers (Combined)	$617.0K	0.0% ($617.0K/$2.5B)	QoQ +0.31% (-$2.0K) YoY +30.71% (-$145.0K)
ALTRIA GROUP, INC.(MOcusip02209S103)	10.3K	QoQ +10.81% (+1.0K) YoY +28.93% (+2.3K)	All Managers (Combined)	$615.2K	0.0% ($615.2K/$2.5B)	QoQ +27.19% (+$131.5K) YoY +77.40% (+$268.4K)
ENBRIDGE INC(ENBcusip29250N105)	13.7K	QoQ -4.85% (-699) YoY -5.91% (-862)	All Managers (Combined)	$606.5K	0.0% ($606.5K/$2.5B)	QoQ -0.74% (-$4.6K) YoY +15.09% (-$79.6K)
GE Vernova Inc.(GEVcusip36828A101)	2.0K	QoQ +0.10% (-2) YoY NEW(+2.0K)	All Managers (Combined)	$599.0K	0.0% ($599.0K/$2.5B)	QoQ -7.09% (-$45.7K) YoY NEW(+$599.0K)
Ingredion Inc(INGRcusip457187102)	4.4K	QoQ -16.38% (-865) YoY -59.32% (-6.4K)	All Managers (Combined)	$597.0K	0.0% ($597.0K/$2.5B)	QoQ -17.81% (-$129.4K) YoY -52.93% (-$671.5K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	8.9K	QoQ -4.99% (-470) YoY +2.40% (-210)	All Managers (Combined)	$583.7K	0.0% ($583.7K/$2.5B)	QoQ -27.36% (-$219.9K) YoY -0.25% (-$1.5K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.0K	QoQ 0.00% (-0) YoY +13.72% (+125)	All Managers (Combined)	$579.5K	0.0% ($579.5K/$2.5B)	QoQ -4.55% (-$27.7K) YoY +21.61% (+$103.0K)
SPDR GOLD TRUST(GLDcusip78463V107)	2.0K	QoQ +2.61% (+50) YoY +16.60% (+279)	All Managers (Combined)	$564.5K	0.0% ($564.5K/$2.5B)	QoQ +22.11% (+$102.2K) YoY +63.32% (+$218.9K)
EXELON CORP(EXCcusip30161N101)	12.1K	QoQ +0.41% (+50) YoY -10.44% (-1.4K)	All Managers (Combined)	$555.3K	0.0% ($555.3K/$2.5B)	QoQ +22.93% (+$103.6K) YoY +9.83% (-$49.7K)
(IVVcusip464287200)	966	QoQ 0.00% (-0) YoY -12.26% (-135)	All Managers (Combined)	$542.8K	0.0% ($542.8K/$2.5B)	QoQ -4.54% (-$25.9K) YoY -6.23% (-$36.1K)
Avery Dennison Corp(AVYcusip053611109)	3.0K	QoQ 0.00% (-0) YoY -4.70% (-150)	All Managers (Combined)	$540.1K	0.0% ($540.1K/$2.5B)	QoQ -4.89% (-$27.8K) YoY -24.03% (-$170.9K)