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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BANK OF AMERICA CORP /DE/

BAC|060505104

637669(+306.3%)

Value:

$26.6B(+285.8%)

EXXON MOBIL CORP

XOM|30231G102

223535(+11.9%)

Value:

$26.6B(+23.7%)

UNITEDHEALTH GROUP INC

UNH|91324P102

50689(-5.9%)

Value:

$26.5B(-2.6%)

JPMORGAN CHASE & CO

JPM|46625H100

106905(-2.2%)

Value:

$26.2B(+0.1%)

WEC ENERGY GROUP, INC.

WEC|92939U106

226527(+0.2%)

Value:

$24.7B(+16.1%)

Walmart Inc.

WMT|931142103

270716(-3.2%)

Value:

$23.8B(-5.9%)

AbbVie Inc.

ABBV|00287Y109

108098(+0.3%)

Value:

$22.6B(+18.3%)

AMPHENOL CORP /DE/

APH|032095101

339992(-38.6%)

Value:

$22.3B(-42.0%)

HEICO CORP

HEI|422806109

83409(-17.3%)

Value:

$22.3B(-7.0%)

Merck & Co., Inc.

MRK|58933Y105

247959(-5.6%)

Value:

$22.3B(-14.8%)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

85549(-5.4%)

Value:

$21.3B(+7.0%)

INTUITIVE SURGICAL INC

ISRG|46120E602

41252(-2.3%)

Value:

$20.4B(-7.3%)

Mastercard Inc

MA|57636Q104

37142(-1.5%)

Value:

$20.4B(+2.5%)

MONOLITHIC POWER SYSTEMS INC

MPWR|609839105

34031(-1.1%)

Value:

$19.7B(-3.0%)

Autodesk, Inc.

ADSK|052769106

73218(+6.9%)

Value:

$19.2B(-5.3%)

AXON ENTERPRISE, INC.

AXON|05464C101

35502(-0.4%)

Value:

$18.7B(-11.9%)

MSCI Inc.

MSCI|55354G100

32274(-7.0%)

Value:

$18.3B(-12.4%)

ServiceNow, Inc.

NOW|81762P102

22401(-26.7%)

Value:

$17.8B(-45.0%)

Terreno Realty Corp

TRNO|88146M101

273141(-7.0%)

Value:

$17.3B(-0.6%)

Marvell Technology, Inc.

MRVL|573874104

273652(+185.8%)

Value:

$16.8B(+59.3%)

Instrument	Shares		Other Manager	Value
Bank Of America Corp /De/(BACcusip060505104)	637.7K	QoQ +306.34% (+480.7K) YoY +253.99% (+457.5K)	All Managers (Combined)	$26.6M	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ +59.34% (+$6.3M) YoY NEW(+$16.8M)