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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464287804

IJR|464287804

2494(+7.5%)

Value:

$260.8M(-2.4%)

CINTAS CORP

CTAS|172908105

1200

Value:

$246.6M

SCHWAB CHARLES CORP

SCHW|808513105

3149(-13.0%)

Value:

$246.5M(-8.0%)

464288687

7750(-22.9%)

Value:

$238.2M(-24.6%)

464288620

4508(+6.3%)

Value:

$230.3M(+8.0%)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

2050

Value:

$224.0M

Phillips 66

PSX|718546104

1813(-6.4%)

Value:

$223.9M(+1.4%)

UNILEVER PLC

UL|904767704

3735(+0.0%)

Value:

$222.4M(+5.0%)

BROWN FORMAN CORP

BF-B|115637209

6500

Value:

$220.6M

78464A300

2800(+0.0%)

Value:

$219.5M(-10.1%)

CAMECO CORP

CCJ|13321L108

5230(+0.0%)

Value:

$215.3M(-19.9%)

74347B680

2650

Value:

$213.7M

464287168

DVY|464287168

1567(-11.1%)

Value:

$210.4M(-9.1%)

Zscaler, Inc.

ZS|98980G102

1050

Value:

$208.3M

Constellation Energy Corp

CEG|21037T109

1016(-3.6%)

Value:

$204.9M(-13.1%)

FIRST HORIZON CORP

FHN|320517105

10500

Value:

$203.9M

Otis Worldwide Corp

OTIS|68902V107

1970(-26.6%)

Value:

$203.3M(-18.2%)

DELTA AIR LINES, INC.

DAL|247361702

4612(+0.0%)

Value:

$201.1M(-27.9%)

92189F106

GDX|92189F106

4365

Value:

$200.7M

Esperion Therapeutics, Inc.

ESPR|29664W105

22000(+0.0%)

Value:

$31.7M(-34.5%)

Instrument	Shares		Other Manager	Value
(IJRcusip464287804)	2.5K	QoQ +7.54% (-175) YoY +3.18% (-77)	All Managers (Combined)	$260.8K	QoQ -2.39% (-$6.4K) YoY -2.36% (-$6.3K)
Cintas Corp(CTAScusip172908105)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$246.6K	QoQ NEW(+$246.6K) YoY NEW(+$246.6K)
Schwab Charles Corp(SCHWcusip808513105)	3.1K	QoQ -12.98% (-470) YoY -12.98% (-470)	All Managers (Combined)	$246.5K	QoQ -7.96% (-$21.3K) YoY -5.84% (-$15.3K)
(cusip464288687)✕	7.8K	QoQ -22.88% (-2.3K) YoY -58.55% (-10.9K)	All Managers (Combined)	$238.2K	QoQ -24.62% (-$77.8K) YoY -60.48% (-$364.5K)
(cusip464288620)✕	4.5K	QoQ +6.32% (+268) YoY +1.18% (+53)	All Managers (Combined)	$230.3K	QoQ +8.01% (+$17.1K) YoY +1.80% (+$4.1K)
American Electric Power Co Inc(AEPcusip025537101)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$224.0K	QoQ NEW(+$224.0K) YoY NEW(+$224.0K)
Phillips 66(PSXcusip718546104)	1.8K	QoQ -6.40% (-124) YoY -21.27% (-490)	All Managers (Combined)	$223.9K	QoQ +1.44% (-$3.2K) YoY -40.48% (-$152.3K)
Unilever Plc(ULcusip904767704)	3.7K	QoQ 0.00% (+0) YoY NEW(+3.7K)	All Managers (Combined)	$222.4K	QoQ +5.02% (+$10.6K) YoY NEW(+$222.4K)
Brown Forman Corp(BF-Bcusip115637209)	6.5K	QoQ NEW(+6.5K) YoY NEW(+6.5K)	All Managers (Combined)	$220.6K	QoQ NEW(+$220.6K) YoY NEW(+$220.6K)
(cusip78464A300)✕	2.8K	QoQ 0.00% (-0) YoY -16.41% (-550)	All Managers (Combined)	$219.5K	QoQ -10.14% (-$24.8K) YoY -21.02% (-$58.4K)
Cameco Corp(CCJcusip13321L108)	5.2K	QoQ 0.00% (-0) YoY NEW(+5.2K)	All Managers (Combined)	$215.3K	QoQ -19.90% (-$53.5K) YoY NEW(+$215.3K)
(cusip74347B680)✕	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$213.7K	QoQ NEW(+$213.7K) YoY NEW(+$213.7K)
(DVYcusip464287168)	1.6K	QoQ -11.11% (-196) YoY -5.99% (-100)	All Managers (Combined)	$210.4K	QoQ -9.08% (-$21.0K) YoY +2.47% (-$5.1K)
Zscaler, Inc.(ZScusip98980G102)	1.1K	QoQ NEW(+1.1K) YoY -5.14% (-57)	All Managers (Combined)	$208.3K	QoQ NEW(+$208.3K) YoY -2.29% (-$4.9K)
Constellation Energy Corp(CEGcusip21037T109)	1.0K	QoQ -3.60% (-38) YoY -23.32% (-309)	All Managers (Combined)	$204.9K	QoQ -13.11% (-$30.9K) YoY -16.36% (-$40.1K)
First Horizon Corp(FHNcusip320517105)	10.5K	QoQ NEW(+10.5K) YoY NEW(+10.5K)	All Managers (Combined)	$203.9K	QoQ NEW(+$203.9K) YoY NEW(+$203.9K)
Otis Worldwide Corp(OTIScusip68902V107)	2.0K	QoQ -26.62% (-715) YoY -44.77% (-1.6K)	All Managers (Combined)	$203.3K	QoQ -18.23% (-$45.4K) YoY -42.58% (-$150.8K)
Delta Air Lines, Inc.(DALcusip247361702)	4.6K	QoQ 0.00% (-0) YoY -18.90% (-1.1K)	All Managers (Combined)	$201.1K	QoQ -27.93% (-$77.9K) YoY -26.13% (-$71.2K)
(GDXcusip92189F106)	4.4K	QoQ NEW(+4.4K) YoY NEW(+4.4K)	All Managers (Combined)	$200.7K	QoQ NEW(+$200.7K) YoY NEW(+$200.7K)
Esperion Therapeutics, Inc.(ESPRcusip29664W105)	22.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$31.7K	QoQ -34.54% (-$16.7K) YoY -46.26% (-$27.3K)