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 3 of 16

Sort by:

FASTENAL CO

FAST|311900104

Shares:215.7K

Value:$16.7M

% of Portfolio:0.7% ($16.7M/$2.5B)

HOME DEPOT, INC.

HD|437076102

Shares:45.2K

Value:$16.6M

% of Portfolio:0.7% ($16.6M/$2.5B)

CHEVRON CORP

CVX|166764100

Shares:98.4K

Value:$16.5M

% of Portfolio:0.7% ($16.5M/$2.5B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:98.7K

Value:$16.4M

% of Portfolio:0.7% ($16.4M/$2.5B)

BOEING CO

BA|097023105

Shares:92.0K

Value:$15.7M

% of Portfolio:0.6% ($15.7M/$2.5B)

Chubb Ltd

CB|H1467J104

Shares:51.9K

Value:$15.7M

% of Portfolio:0.6% ($15.7M/$2.5B)

464289180

Shares:544.6K

Value:$15.5M

% of Portfolio:0.6% ($15.5M/$2.5B)

Workday, Inc.

WDAY|98138H101

Shares:65.8K

Value:$15.4M

% of Portfolio:0.6% ($15.4M/$2.5B)

CASEYS GENERAL STORES INC

CASY|147528103

Shares:35.4K

Value:$15.3M

% of Portfolio:0.6% ($15.3M/$2.5B)

GENERAL DYNAMICS CORP

GD|369550108

Shares:52.0K

Value:$14.2M

% of Portfolio:0.6% ($14.2M/$2.5B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:56.7K

Value:$13.8M

% of Portfolio:0.6% ($13.8M/$2.5B)

RESMED INC

RMD|761152107

Shares:59.8K

Value:$13.4M

% of Portfolio:0.5% ($13.4M/$2.5B)

Mondelez International, Inc.

MDLZ|609207105

Shares:192.5K

Value:$13.1M

% of Portfolio:0.5% ($13.1M/$2.5B)

PROCTER & GAMBLE Co

PG|742718109

Shares:74.9K

Value:$12.8M

% of Portfolio:0.5% ($12.8M/$2.5B)

54211N101

Shares:342.6K

Value:$12.7M

% of Portfolio:0.5% ($12.7M/$2.5B)

LINDE PLC

LIN|G54950103

Shares:27.2K

Value:$12.6M

% of Portfolio:0.5% ($12.6M/$2.5B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:74.4K

Value:$12.4M

% of Portfolio:0.5% ($12.4M/$2.5B)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:293.7K

Value:$12.3M

% of Portfolio:0.5% ($12.3M/$2.5B)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:34.9K

Value:$12.2M

% of Portfolio:0.5% ($12.2M/$2.5B)

Palo Alto Networks Inc

PANW|697435105

Shares:70.6K

Value:$12.0M

% of Portfolio:0.5% ($12.0M/$2.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
FASTENAL CO(FASTcusip311900104)	215.7K	QoQ -2.21% (-4.9K) YoY -13.57% (-33.9K)	All Managers (Combined)	$16.7M	0.7% ($16.7M/$2.5B)	QoQ +5.45% (-$864.7K) YoY -13.11% (-$2.5M)
HOME DEPOT, INC.(HDcusip437076102)	45.2K	QoQ +1.16% (-522) YoY -2.69% (-1.3K)	All Managers (Combined)	$16.6M	0.7% ($16.6M/$2.5B)	QoQ -4.68% (-$815.0K) YoY -7.03% (-$1.3M)
CHEVRON CORP(CVXcusip166764100)	98.4K	QoQ +22.58% (+18.1K) YoY +24.11% (+19.1K)	All Managers (Combined)	$16.5M	0.7% ($16.5M/$2.5B)	QoQ +41.58% (+$4.8M) YoY +31.63% (+$4.0M)
JOHNSON & JOHNSON(JNJcusip478160104)	98.7K	QoQ +1.59% (+1.5K) YoY -4.73% (-4.9K)	All Managers (Combined)	$16.4M	0.7% ($16.4M/$2.5B)	QoQ +16.50% (+$2.3M) YoY -0.12% (-$20.5K)
BOEING CO(BAcusip097023105)	92.0K	QoQ -2.03% (-1.9K) YoY +32.51% (+22.6K)	All Managers (Combined)	$15.7M	0.6% ($15.7M/$2.5B)	QoQ -5.60% (-$932.8K) YoY +17.10% (+$2.3M)
Chubb Ltd(CBcusipH1467J104)	51.9K	QoQ -0.62% (-325) YoY -40.87% (-35.9K)	All Managers (Combined)	$15.7M	0.6% ($15.7M/$2.5B)	QoQ +8.61% (-$1.2M) YoY -31.09% (-$7.1M)
(cusip464289180)✕	544.6K	QoQ +1.03% (+5.6K) YoY +28.08% (+119.4K)	All Managers (Combined)	$15.5M	0.6% ($15.5M/$2.5B)	QoQ +23.54% (+$3.0M) YoY +60.47% (+$5.8M)
Workday, Inc.(WDAYcusip98138H101)	65.8K	QoQ -2.01% (-1.4K) YoY +13.48% (-7.8K)	All Managers (Combined)	$15.4M	0.6% ($15.4M/$2.5B)	QoQ -11.31% (-$2.0M) YoY -2.83% (-$448.4K)
CASEYS GENERAL STORES INC(CASYcusip147528103)	35.4K	QoQ +1.04% (+365) YoY +7.63% (+2.5K)	All Managers (Combined)	$15.3M	0.6% ($15.3M/$2.5B)	QoQ +10.68% (+$1.5M) YoY +46.70% (+$4.9M)
GENERAL DYNAMICS CORP(GDcusip369550108)	52.0K	QoQ -12.42% (-7.4K) YoY -36.68% (-30.1K)	All Managers (Combined)	$14.2M	0.6% ($14.2M/$2.5B)	QoQ -9.40% (-$1.5M) YoY -38.91% (-$9.0M)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	56.7K	QoQ +0.46% (+265) YoY +4.57% (+2.5K)	All Managers (Combined)	$13.8M	0.6% ($13.8M/$2.5B)	QoQ +15.42% (+$1.8M) YoY +23.89% (+$2.7M)
RESMED INC(RMDcusip761152107)	59.8K	QoQ -2.21% (-1.4K) YoY -10.02% (-6.7K)	All Managers (Combined)	$13.4M	0.5% ($13.4M/$2.5B)	QoQ -4.28% (-$599.3K) YoY +1.70% (-$224.3K)
Mondelez International, Inc.(MDLZcusip609207105)	192.5K	QoQ +17.30% (+28.4K) YoY -29.19% (-79.3K)	All Managers (Combined)	$13.1M	0.5% ($13.1M/$2.5B)	QoQ +33.25% (+$3.3M) YoY -31.36% (-$6.0M)
PROCTER & GAMBLE Co(PGcusip742718109)	74.9K	QoQ -0.08% (-65) YoY -3.23% (-2.5K)	All Managers (Combined)	$12.8M	0.5% ($12.8M/$2.5B)	QoQ +1.56% (-$196.7K) YoY +1.63% (-$205.5K)
(cusip54211N101)✕	342.6K	QoQ +140.19% (+199.9K) YoY +163.49% (+212.6K)	All Managers (Combined)	$12.7M	0.5% ($12.7M/$2.5B)	QoQ +151.38% (+$7.6M) YoY +225.11% (+$8.8M)
LINDE PLC(LINcusipG54950103)	27.2K	QoQ -4.11% (-1.2K) YoY -58.68% (-38.6K)	All Managers (Combined)	$12.6M	0.5% ($12.6M/$2.5B)	QoQ +6.63% (-$787.4K) YoY -58.56% (-$17.9M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	74.4K	QoQ -22.97% (-22.2K) YoY -28.16% (-29.2K)	All Managers (Combined)	$12.4M	0.5% ($12.4M/$2.5B)	QoQ -35.25% (-$6.7M) YoY -12.35% (-$1.7M)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	293.7K	QoQ -7.52% (-23.9K) YoY -22.56% (-85.6K)	All Managers (Combined)	$12.3M	0.5% ($12.3M/$2.5B)	QoQ +0.81% (-$99.6K) YoY -40.94% (-$8.5M)
SHERWIN WILLIAMS CO(SHWcusip824348106)	34.9K	QoQ -45.19% (-28.8K) YoY -45.58% (-29.2K)	All Managers (Combined)	$12.2M	0.5% ($12.2M/$2.5B)	QoQ -43.70% (-$9.5M) YoY -45.29% (-$10.1M)
Palo Alto Networks Inc(PANWcusip697435105)	70.6K	QoQ -0.51% (-366) YoY +18.17% (-10.9K)	All Managers (Combined)	$12.0M	0.5% ($12.0M/$2.5B)	QoQ -6.70% (-$865.7K) YoY -29.02% (-$4.9M)