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 13 of 16

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GENUINE PARTS CO

GPC|372460105

Shares:4.5K

Value:$535.1K

% of Portfolio:0.0% ($535.1K/$2.5B)

92206C870

VCIT|92206C870

Shares:6.4K

Value:$524.4K

% of Portfolio:0.0% ($524.4K/$2.5B)

Parker-Hannifin Corp

PH|701094104

Shares:855

Value:$519.7K

% of Portfolio:0.0% ($519.7K/$2.5B)

464287457

Shares:6.3K

Value:$518.1K

% of Portfolio:0.0% ($518.1K/$2.5B)

Marathon Petroleum Corp

MPC|56585A102

Shares:3.5K

Value:$506.3K

% of Portfolio:0.0% ($506.3K/$2.5B)

74348A467

Shares:4.9K

Value:$501.7K

% of Portfolio:0.0% ($501.7K/$2.5B)

DT Midstream, Inc.

DTM|23345M107

Shares:5.1K

Value:$489.9K

% of Portfolio:0.0% ($489.9K/$2.5B)

MCCORMICK & CO INC

MKC|579780206

Shares:5.7K

Value:$470.0K

% of Portfolio:0.0% ($470.0K/$2.5B)

S&P Global Inc.

SPGI|78409V104

Shares:915

Value:$464.9K

% of Portfolio:0.0% ($464.9K/$2.5B)

CONSOLIDATED EDISON INC

ED|209115104

Shares:4.2K

Value:$459.2K

% of Portfolio:0.0% ($459.2K/$2.5B)

WASTE MANAGEMENT INC

WM|94106L109

Shares:1.8K

Value:$416.7K

% of Portfolio:0.0% ($416.7K/$2.5B)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:6.3K

Value:$399.8K

% of Portfolio:0.0% ($399.8K/$2.5B)

MERCANTILE BANK CORP

MBWM|587376104

Shares:9.2K

Value:$399.2K

% of Portfolio:0.0% ($399.2K/$2.5B)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:3.0K

Value:$396.2K

% of Portfolio:0.0% ($396.2K/$2.5B)

NEWMONT Corp /DE/

NEM|651639106

Shares:8.2K

Value:$395.9K

% of Portfolio:0.0% ($395.9K/$2.5B)

DANAHER CORP /DE/

DHR|235851102

Shares:1.9K

Value:$395.0K

% of Portfolio:0.0% ($395.0K/$2.5B)

Tesla, Inc.

TSLA|88160R101

Shares:1.5K

Value:$390.6K

% of Portfolio:0.0% ($390.6K/$2.5B)

DONALDSON Co INC

DCI|257651109

Shares:5.8K

Value:$388.9K

% of Portfolio:0.0% ($388.9K/$2.5B)

ESSEX PROPERTY TRUST, INC.

ESS|297178105

Shares:1.2K

Value:$367.9K

% of Portfolio:0.0% ($367.9K/$2.5B)

COMCAST CORP

CMCSA|20030N101

Shares:9.5K

Value:$350.0K

% of Portfolio:0.0% ($350.0K/$2.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
GENUINE PARTS CO(GPCcusip372460105)	4.5K	QoQ -6.74% (-325) YoY -13.56% (-705)	All Managers (Combined)	$535.1K	0.0% ($535.1K/$2.5B)	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	0.0% ($524.4K/$2.5B)	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	0.0% ($519.7K/$2.5B)	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	0.0% ($518.1K/$2.5B)	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	0.0% ($506.3K/$2.5B)	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	0.0% ($501.7K/$2.5B)	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	0.0% ($489.9K/$2.5B)	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	0.0% ($470.0K/$2.5B)	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	0.0% ($464.9K/$2.5B)	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	0.0% ($459.2K/$2.5B)	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	0.0% ($416.7K/$2.5B)	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	0.0% ($399.8K/$2.5B)	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	0.0% ($399.2K/$2.5B)	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	0.0% ($396.2K/$2.5B)	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	0.0% ($395.9K/$2.5B)	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	0.0% ($395.0K/$2.5B)	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	0.0% ($390.6K/$2.5B)	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	0.0% ($388.9K/$2.5B)	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	0.0% ($367.9K/$2.5B)	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	0.0% ($350.0K/$2.5B)	QoQ -5.70% (-$21.2K) YoY -96.00% (-$8.4M)