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

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BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:637.7K

Value:$26.6M

% of Portfolio:1.1% ($26.6M/$2.5B)

EXXON MOBIL CORP

XOM|30231G102

Shares:223.5K

Value:$26.6M

% of Portfolio:1.1% ($26.6M/$2.5B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:50.7K

Value:$26.5M

% of Portfolio:1.1% ($26.5M/$2.5B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:106.9K

Value:$26.2M

% of Portfolio:1.0% ($26.2M/$2.5B)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:226.5K

Value:$24.7M

% of Portfolio:1.0% ($24.7M/$2.5B)

Walmart Inc.

WMT|931142103

Shares:270.7K

Value:$23.8M

% of Portfolio:0.9% ($23.8M/$2.5B)

AbbVie Inc.

ABBV|00287Y109

Shares:108.1K

Value:$22.6M

% of Portfolio:0.9% ($22.6M/$2.5B)

AMPHENOL CORP /DE/

APH|032095101

Shares:340.0K

Value:$22.3M

% of Portfolio:0.9% ($22.3M/$2.5B)

HEICO CORP

HEI|422806109

Shares:83.4K

Value:$22.3M

% of Portfolio:0.9% ($22.3M/$2.5B)

Merck & Co., Inc.

MRK|58933Y105

Shares:248.0K

Value:$22.3M

% of Portfolio:0.9% ($22.3M/$2.5B)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:85.5K

Value:$21.3M

% of Portfolio:0.8% ($21.3M/$2.5B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:41.3K

Value:$20.4M

% of Portfolio:0.8% ($20.4M/$2.5B)

Mastercard Inc

MA|57636Q104

Shares:37.1K

Value:$20.4M

% of Portfolio:0.8% ($20.4M/$2.5B)

MONOLITHIC POWER SYSTEMS INC

MPWR|609839105

Shares:34.0K

Value:$19.7M

% of Portfolio:0.8% ($19.7M/$2.5B)

Autodesk, Inc.

ADSK|052769106

Shares:73.2K

Value:$19.2M

% of Portfolio:0.8% ($19.2M/$2.5B)

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:35.5K

Value:$18.7M

% of Portfolio:0.7% ($18.7M/$2.5B)

MSCI Inc.

MSCI|55354G100

Shares:32.3K

Value:$18.3M

% of Portfolio:0.7% ($18.3M/$2.5B)

ServiceNow, Inc.

NOW|81762P102

Shares:22.4K

Value:$17.8M

% of Portfolio:0.7% ($17.8M/$2.5B)

Terreno Realty Corp

TRNO|88146M101

Shares:273.1K

Value:$17.3M

% of Portfolio:0.7% ($17.3M/$2.5B)

Marvell Technology, Inc.

MRVL|573874104

Shares:273.7K

Value:$16.8M

% of Portfolio:0.7% ($16.8M/$2.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
BANK OF AMERICA CORP /DE/(BACcusip060505104)	637.7K	QoQ +306.34% (+480.7K) YoY +253.99% (+457.5K)	All Managers (Combined)	$26.6M	1.1% ($26.6M/$2.5B)	QoQ +285.82% (+$19.7M) YoY +289.56% (+$19.8M)
EXXON MOBIL CORP(XOMcusip30231G102)	223.5K	QoQ +11.91% (+23.8K) YoY +4.74% (+10.1K)	All Managers (Combined)	$26.6M	1.1% ($26.6M/$2.5B)	QoQ +23.73% (+$5.1M) YoY +7.16% (+$1.8M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	50.7K	QoQ -5.89% (-3.2K) YoY +44.95% (+15.7K)	All Managers (Combined)	$26.5M	1.1% ($26.5M/$2.5B)	QoQ -2.57% (-$700.3K) YoY +53.46% (+$9.2M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	106.9K	QoQ -2.19% (-2.4K) YoY -10.02% (-11.9K)	All Managers (Combined)	$26.2M	1.0% ($26.2M/$2.5B)	QoQ +0.08% (-$21.8K) YoY +10.19% (-$2.4M)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	226.5K	QoQ +0.20% (+460) YoY +183.13% (+146.5K)	All Managers (Combined)	$24.7M	1.0% ($24.7M/$2.5B)	QoQ +16.12% (+$3.4M) YoY +275.74% (+$18.1M)
Walmart Inc.(WMTcusip931142103)	270.7K	QoQ -3.16% (-8.8K) YoY -16.66% (-54.1K)	All Managers (Combined)	$23.8M	0.9% ($23.8M/$2.5B)	QoQ -5.90% (-$1.5M) YoY +21.58% (-$4.2M)
AbbVie Inc.(ABBVcusip00287Y109)	108.1K	QoQ +0.31% (+339) YoY +25.24% (+21.8K)	All Managers (Combined)	$22.6M	0.9% ($22.6M/$2.5B)	QoQ +18.27% (+$3.5M) YoY +44.09% (+$6.9M)
AMPHENOL CORP /DE/(APHcusip032095101)	340.0K	QoQ -38.64% (-214.2K) YoY +28.72% (-75.9K)	All Managers (Combined)	$22.3M	0.9% ($22.3M/$2.5B)	QoQ -42.05% (-$16.2M) YoY -26.80% (-$8.2M)
HEICO CORP(HEIcusip422806109)	83.4K	QoQ -17.26% (-17.4K) YoY -13.88% (-13.5K)	All Managers (Combined)	$22.3M	0.9% ($22.3M/$2.5B)	QoQ -7.01% (-$1.7M) YoY +20.46% (-$3.8M)
Merck & Co., Inc.(MRKcusip58933Y105)	248.0K	QoQ -5.57% (-14.7K) YoY -34.07% (-128.1K)	All Managers (Combined)	$22.3M	0.9% ($22.3M/$2.5B)	QoQ -14.80% (-$3.9M) YoY -55.15% (-$27.4M)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	85.5K	QoQ -5.42% (-4.9K) YoY -31.23% (-38.9K)	All Managers (Combined)	$21.3M	0.8% ($21.3M/$2.5B)	QoQ +6.97% (-$1.4M) YoY -10.46% (-$2.5M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	41.3K	QoQ -2.32% (-980) YoY -12.40% (-5.8K)	All Managers (Combined)	$20.4M	0.8% ($20.4M/$2.5B)	QoQ -7.31% (-$1.6M) YoY +8.70% (-$1.6M)
Mastercard Inc(MAcusip57636Q104)	37.1K	QoQ -1.54% (-581) YoY -9.57% (-3.9K)	All Managers (Combined)	$20.4M	0.8% ($20.4M/$2.5B)	QoQ +2.48% (-$494.5K) YoY +2.92% (-$578.3K)
MONOLITHIC POWER SYSTEMS INC(MPWRcusip609839105)	34.0K	QoQ -1.05% (-363) YoY -14.73% (-5.9K)	All Managers (Combined)	$19.7M	0.8% ($19.7M/$2.5B)	QoQ -3.01% (-$613.6K) YoY -26.99% (-$7.3M)
Autodesk, Inc.(ADSKcusip052769106)	73.2K	QoQ +6.88% (-4.7K) YoY NEW(+73.2K)	All Managers (Combined)	$19.2M	0.8% ($19.2M/$2.5B)	QoQ -5.32% (-$1.1M) YoY NEW(+$19.2M)
AXON ENTERPRISE, INC.(AXONcusip05464C101)	35.5K	QoQ -0.41% (-147) YoY -56.47% (-46.1K)	All Managers (Combined)	$18.7M	0.7% ($18.7M/$2.5B)	QoQ -11.86% (-$2.5M) YoY -26.83% (-$6.8M)
MSCI Inc.(MSCIcusip55354G100)	32.3K	QoQ -7.04% (-2.4K) YoY +9.35% (+2.8K)	All Managers (Combined)	$18.3M	0.7% ($18.3M/$2.5B)	QoQ -12.39% (-$2.6M) YoY +10.34% (+$1.7M)
ServiceNow, Inc.(NOWcusip81762P102)	22.4K	QoQ -26.71% (-8.2K) YoY -36.30% (-12.8K)	All Managers (Combined)	$17.8M	0.7% ($17.8M/$2.5B)	QoQ -44.96% (-$14.6M) YoY -33.48% (-$9.0M)
Terreno Realty Corp(TRNOcusip88146M101)	273.1K	QoQ -7.04% (-20.7K) YoY +150.65% (+164.2K)	All Managers (Combined)	$17.3M	0.7% ($17.3M/$2.5B)	QoQ -0.62% (-$109.4K) YoY +138.65% (+$10.0M)
Marvell Technology, Inc.(MRVLcusip573874104)	273.7K	QoQ +185.85% (+177.9K) YoY NEW(+273.7K)	All Managers (Combined)	$16.8M	0.7% ($16.8M/$2.5B)	QoQ +59.34% (+$6.3M) YoY NEW(+$16.8M)