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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GENUINE PARTS CO

GPC|372460105

4491(-6.7%)

Value:

$535.1M(-4.8%)

92206C870

VCIT|92206C870

6414(+9.4%)

Value:

$524.4M(+11.4%)

Parker-Hannifin Corp

PH|701094104

855(+0.0%)

Value:

$519.7M(-4.4%)

464287457

6263(+0.6%)

Value:

$518.1M(+1.5%)

Marathon Petroleum Corp

MPC|56585A102

3475(+0.0%)

Value:

$506.3M(+4.4%)

74348A467

4910(+21.1%)

Value:

$501.7M(+24.3%)

DT Midstream, Inc.

DTM|23345M107

5078(-0.7%)

Value:

$489.9M(-3.7%)

MCCORMICK & CO INC

MKC|579780206

5710(+16.3%)

Value:

$470.0M(+25.6%)

S&P Global Inc.

SPGI|78409V104

915(+4.6%)

Value:

$464.9M(+6.7%)

CONSOLIDATED EDISON INC

ED|209115104

4152(-4.6%)

Value:

$459.2M(+18.2%)

WASTE MANAGEMENT INC

WM|94106L109

1800(+0.0%)

Value:

$416.7M(+14.7%)

CARRIER GLOBAL Corp

CARR|14448C104

6306(-10.3%)

Value:

$399.8M(-16.7%)

MERCANTILE BANK CORP

MBWM|587376104

9189(+0.0%)

Value:

$399.2M(-2.4%)

VALERO ENERGY CORP/TX

VLO|91913Y100

3000(-1.0%)

Value:

$396.2M(+6.7%)

NEWMONT Corp /DE/

NEM|651639106

8200(+0.0%)

Value:

$395.9M(+29.7%)

DANAHER CORP /DE/

DHR|235851102

1927(-12.7%)

Value:

$395.0M(-22.0%)

Tesla, Inc.

TSLA|88160R101

1507(+1.7%)

Value:

$390.6M(-34.7%)

DONALDSON Co INC

DCI|257651109

5800(+0.0%)

Value:

$388.9M(-0.4%)

ESSEX PROPERTY TRUST, INC.

ESS|297178105

1200(+0.0%)

Value:

$367.9M(+7.4%)

COMCAST CORP

CMCSA|20030N101

9484(-4.1%)

Value:

$350.0M(-5.7%)

Instrument	Shares		Other Manager	Value
Genuine Parts Co(GPCcusip372460105)	4.5K	QoQ -6.74% (-325) YoY -13.56% (-705)	All Managers (Combined)	$535.1K	QoQ -4.84% (-$27.3K) YoY -33.53% (-$270.0K)
(VCITcusip92206C870)	6.4K	QoQ +9.36% (+549) YoY +129.89% (+3.6K)	All Managers (Combined)	$524.4K	QoQ +11.38% (+$53.6K) YoY +133.45% (+$299.8K)
Parker-Hannifin Corp(PHcusip701094104)	855	QoQ 0.00% (-0) YoY -24.33% (-275)	All Managers (Combined)	$519.7K	QoQ -4.43% (-$24.1K) YoY -17.24% (-$108.3K)
(cusip464287457)✕	6.3K	QoQ +0.61% (+38) YoY -9.78% (-679)	All Managers (Combined)	$518.1K	QoQ +1.53% (+$7.8K) YoY -8.73% (-$49.6K)
Marathon Petroleum Corp(MPCcusip56585A102)	3.5K	QoQ 0.00% (+0) YoY -15.26% (-626)	All Managers (Combined)	$506.3K	QoQ +4.43% (+$21.5K) YoY -38.73% (-$320.1K)
(cusip74348A467)✕	4.9K	QoQ +21.05% (+854) YoY -3.72% (-190)	All Managers (Combined)	$501.7K	QoQ +24.25% (+$97.9K) YoY -2.99% (-$15.5K)
Dt Midstream, Inc.(DTMcusip23345M107)	5.1K	QoQ -0.74% (-38) YoY -19.25% (-1.2K)	All Managers (Combined)	$489.9K	QoQ -3.68% (-$18.8K) YoY +27.49% (-$105.7K)
Mccormick & Co Inc(MKCcusip579780206)	5.7K	QoQ +16.29% (+800) YoY +24.53% (+1.1K)	All Managers (Combined)	$470.0K	QoQ +25.55% (+$95.7K) YoY +33.45% (+$117.8K)
S&P Global Inc.(SPGIcusip78409V104)	915	QoQ +4.57% (+40) YoY +18.06% (+140)	All Managers (Combined)	$464.9K	QoQ +6.68% (+$29.1K) YoY +41.00% (+$135.2K)
Consolidated Edison Inc(EDcusip209115104)	4.2K	QoQ -4.59% (-200) YoY -12.58% (-598)	All Managers (Combined)	$459.2K	QoQ +18.24% (-$70.8K) YoY +6.45% (-$27.8K)
Waste Management Inc(WMcusip94106L109)	1.8K	QoQ 0.00% (+0) YoY +36.98% (+486)	All Managers (Combined)	$416.7K	QoQ +14.72% (+$53.5K) YoY +48.78% (+$136.6K)
Carrier Global Corp(CARRcusip14448C104)	6.3K	QoQ -10.34% (-728) YoY -13.02% (-944)	All Managers (Combined)	$399.8K	QoQ -16.73% (-$80.3K) YoY -5.13% (-$21.6K)
Mercantile Bank Corp(MBWMcusip587376104)	9.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$399.2K	QoQ -2.36% (-$9.6K) YoY +12.86% (+$45.5K)
Valero Energy Corp/Tx(VLOcusip91913Y100)	3.0K	QoQ -0.99% (-30) YoY -4.30% (-135)	All Managers (Combined)	$396.2K	QoQ +6.66% (-$24.8K) YoY -25.95% (-$138.9K)
Newmont Corp /De/(NEMcusip651639106)	8.2K	QoQ 0.00% (+0) YoY +6.49% (+500)	All Managers (Combined)	$395.9K	QoQ +29.71% (+$90.7K) YoY +43.45% (+$119.9K)
Danaher Corp /De/(DHRcusip235851102)	1.9K	QoQ -12.68% (-280) YoY +24.64% (+381)	All Managers (Combined)	$395.0K	QoQ -22.02% (-$111.6K) YoY +2.32% (+$9.0K)
Tesla, Inc.(TSLAcusip88160R101)	1.5K	QoQ +1.68% (-25) YoY -8.10% (-133)	All Managers (Combined)	$390.6K	QoQ -34.74% (-$207.9K) YoY +35.46% (-$102.3K)
Donaldson Co Inc(DCIcusip257651109)	5.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$388.9K	QoQ -0.43% (-$1.7K) YoY -10.20% (-$44.2K)
Essex Property Trust, Inc.(ESScusip297178105)	1.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$367.9K	QoQ +7.40% (+$25.4K) YoY +25.22% (+$74.1K)
Comcast Corp(CMCSAcusip20030N101)	9.5K	QoQ -4.09% (-405) YoY -95.30% (-192.4K)	All Managers (Combined)	$350.0K	QoQ -5.70% (-$21.2K) YoY -96.00% (-$8.4M)