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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GLOBUS MEDICAL INC

GMED|379577208

10338(+0.4%)

Value:

$756.7M(-11.1%)

464287309

IVW|464287309

8002(+1.8%)

Value:

$742.8M(-7.0%)

ANALOG DEVICES INC

ADI|032654105

3447(-2.8%)

Value:

$695.2M(-7.8%)

RPM INTERNATIONAL INC/DE/

RPM|749685103

5850(-7.1%)

Value:

$676.7M(-12.7%)

PPG INDUSTRIES INC

PPG|693506107

6054(+9.4%)

Value:

$662.0M(+0.2%)

FEDEX CORP

FDX|31428X106

2668(+0.0%)

Value:

$650.4M(-13.3%)

CINCINNATI FINANCIAL CORP

CINF|172062101

4323(+8.8%)

Value:

$638.6M(+11.8%)

Snap-on Inc

SNA|833034101

1888(+0.0%)

Value:

$636.3M(-0.7%)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

42119(-0.3%)

Value:

$632.2M(-8.1%)

Fortinet, Inc.

FTNT|34959E109

6410(-1.5%)

Value:

$617.0M(+0.3%)

ALTRIA GROUP, INC.

MO|02209S103

10250(+10.8%)

Value:

$615.2M(+27.2%)

ENBRIDGE INC

ENB|29250N105

13705(-4.8%)

Value:

$606.5M(-0.7%)

GE Vernova Inc.

GEV|36828A101

1962(+0.1%)

Value:

$599.0M(-7.1%)

Ingredion Inc

INGR|457187102

4415(-16.4%)

Value:

$597.0M(-17.8%)

PayPal Holdings, Inc.

PYPL|70450Y103

8945(-5.0%)

Value:

$583.7M(-27.4%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

1036(+0.0%)

Value:

$579.5M(-4.5%)

SPDR GOLD TRUST

GLD|78463V107

1959(+2.6%)

Value:

$564.5M(+22.1%)

EXELON CORP

EXC|30161N101

12050(+0.4%)

Value:

$555.3M(+22.9%)

464287200

IVV|464287200

966(+0.0%)

Value:

$542.8M(-4.5%)

Avery Dennison Corp

AVY|053611109

3035(+0.0%)

Value:

$540.1M(-4.9%)

Instrument	Shares		Other Manager	Value
Globus Medical Inc(GMEDcusip379577208)	10.3K	QoQ +0.41% (-43) YoY -2.63% (-280)	All Managers (Combined)	$756.7K	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ -4.89% (-$27.8K) YoY -24.03% (-$170.9K)