Azimuth Capital Investment Management LLC

Filing Details

13F-HR • 2025-03-31
SEC
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

302 positions
Manager:
SEC
Search and click to pin securities to the top
Page 3 of 16
FASTENAL CO
FAST|311900104
Shares:
215670(-2.2%)
Value:
$16.7B(+5.5%)
HOME DEPOT, INC.
HD|437076102
Shares:
45247(+1.2%)
Value:
$16.6B(-4.7%)
CHEVRON CORP
CVX|166764100
Shares:
98364(+22.6%)
Value:
$16.5B(+41.6%)
JOHNSON & JOHNSON
JNJ|478160104
Shares:
98691(+1.6%)
Value:
$16.4B(+16.5%)
BOEING CO
BA|097023105
Shares:
92043(-2.0%)
Value:
$15.7B(-5.6%)
Chubb Ltd
CB|H1467J104
Shares:
51927(-0.6%)
Value:
$15.7B(+8.6%)
464289180
464289180
Shares:
544630(+1.0%)
Value:
$15.5B(+23.5%)
Workday, Inc.
WDAY|98138H101
Shares:
65850(-2.0%)
Value:
$15.4B(-11.3%)
CASEYS GENERAL STORES INC
CASY|147528103
Shares:
35350(+1.0%)
Value:
$15.3B(+10.7%)
GENERAL DYNAMICS CORP
GD|369550108
Shares:
51981(-12.4%)
Value:
$14.2B(-9.4%)
MARSH & MCLENNAN COMPANIES, INC.
MMC|571748102
Shares:
56706(+0.5%)
Value:
$13.8B(+15.4%)
RESMED INC
RMD|761152107
Shares:
59805(-2.2%)
Value:
$13.4B(-4.3%)
Mondelez International, Inc.
MDLZ|609207105
Shares:
192476(+17.3%)
Value:
$13.1B(+33.3%)
PROCTER & GAMBLE Co
PG|742718109
Shares:
74945(-0.1%)
Value:
$12.8B(+1.6%)
54211N101
54211N101
Shares:
342555(+140.2%)
Value:
$12.7B(+151.4%)
LINDE PLC
LIN|G54950103
Shares:
27165(-4.1%)
Value:
$12.6B(+6.6%)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
TSM|874039100
Shares:
74439(-23.0%)
Value:
$12.4B(-35.3%)
SCHLUMBERGER LIMITED/NV
SLB|806857108
Shares:
293678(-7.5%)
Value:
$12.3B(+0.8%)
SHERWIN WILLIAMS CO
SHW|824348106
Shares:
34893(-45.2%)
Value:
$12.2B(-43.7%)
Palo Alto Networks Inc
PANW|697435105
Shares:
70588(-0.5%)
Value:
$12.0B(-6.7%)