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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PFIZER INC

PFE|717081103

Shares:469.1K

Value:$11.9M

% of Portfolio:0.5% ($11.9M/$2.5B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:255.0K

Value:$11.6M

% of Portfolio:0.5% ($11.6M/$2.5B)

REINSURANCE GROUP OF AMERICA INC

RGA|759351604

Shares:57.7K

Value:$11.4M

% of Portfolio:0.5% ($11.4M/$2.5B)

Duke Energy CORP

DUK|26441C204

Shares:92.9K

Value:$11.3M

% of Portfolio:0.5% ($11.3M/$2.5B)

Xylem Inc.

XYL|98419M100

Shares:93.8K

Value:$11.2M

% of Portfolio:0.4% ($11.2M/$2.5B)

Salesforce, Inc.

CRM|79466L302

Shares:41.5K

Value:$11.1M

% of Portfolio:0.4% ($11.1M/$2.5B)

464287234

EEM|464287234

Shares:253.9K

Value:$11.1M

% of Portfolio:0.4% ($11.1M/$2.5B)

STARBUCKS CORP

SBUX|855244109

Shares:112.3K

Value:$11.0M

% of Portfolio:0.4% ($11.0M/$2.5B)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:18.7K

Value:$11.0M

% of Portfolio:0.4% ($11.0M/$2.5B)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:31.0K

Value:$10.9M

% of Portfolio:0.4% ($10.9M/$2.5B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:35.7K

Value:$10.9M

% of Portfolio:0.4% ($10.9M/$2.5B)

TYLER TECHNOLOGIES INC

TYL|902252105

Shares:18.6K

Value:$10.8M

% of Portfolio:0.4% ($10.8M/$2.5B)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:95.9K

Value:$10.8M

% of Portfolio:0.4% ($10.8M/$2.5B)

UNION PACIFIC CORP

UNP|907818108

Shares:45.2K

Value:$10.7M

% of Portfolio:0.4% ($10.7M/$2.5B)

CORPAY, INC.

CPAY|219948106

Shares:30.4K

Value:$10.6M

% of Portfolio:0.4% ($10.6M/$2.5B)

INTUIT INC.

INTU|461202103

Shares:17.2K

Value:$10.5M

% of Portfolio:0.4% ($10.5M/$2.5B)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:59.2K

Value:$10.4M

% of Portfolio:0.4% ($10.4M/$2.5B)

STATE STREET CORP

STT|857477103

Shares:116.1K

Value:$10.4M

% of Portfolio:0.4% ($10.4M/$2.5B)

3M CO

MMM|88579Y101

Shares:70.7K

Value:$10.4M

% of Portfolio:0.4% ($10.4M/$2.5B)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:21.2K

Value:$10.3M

% of Portfolio:0.4% ($10.3M/$2.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
PFIZER INC(PFEcusip717081103)	469.1K	QoQ -0.49% (-2.3K) YoY -3.10% (-15.0K)	All Managers (Combined)	$11.9M	0.5% ($11.9M/$2.5B)	QoQ -4.95% (-$619.8K) YoY -11.51% (-$1.5M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	255.0K	QoQ -0.11% (-290) YoY +21.91% (+45.8K)	All Managers (Combined)	$11.6M	0.5% ($11.6M/$2.5B)	QoQ +13.29% (-$1.4M) YoY +31.78% (+$2.8M)
REINSURANCE GROUP OF AMERICA INC(RGAcusip759351604)	57.7K	QoQ -0.26% (-152) YoY +3.14% (+1.8K)	All Managers (Combined)	$11.4M	0.5% ($11.4M/$2.5B)	QoQ -8.07% (-$998.6K) YoY +5.29% (+$572.0K)
Duke Energy CORP(DUKcusip26441C204)	92.9K	QoQ +2.60% (+2.4K) YoY +9.26% (+7.9K)	All Managers (Combined)	$11.3M	0.5% ($11.3M/$2.5B)	QoQ +16.15% (+$1.6M) YoY +37.80% (+$3.1M)
Xylem Inc.(XYLcusip98419M100)	93.8K	QoQ -2.37% (-2.3K) YoY -30.87% (-41.9K)	All Managers (Combined)	$11.2M	0.4% ($11.2M/$2.5B)	QoQ +0.51% (-$57.6K) YoY -36.10% (-$6.3M)
Salesforce, Inc.(CRMcusip79466L302)	41.5K	QoQ -2.00% (-848) YoY -34.63% (-22.0K)	All Managers (Combined)	$11.1M	0.4% ($11.1M/$2.5B)	QoQ -21.33% (-$3.0M) YoY -41.75% (-$8.0M)
(EEMcusip464287234)	253.9K	QoQ +0.82% (+2.1K) YoY +90.04% (+120.3K)	All Managers (Combined)	$11.1M	0.4% ($11.1M/$2.5B)	QoQ +5.35% (+$564.3K) YoY +102.16% (+$5.6M)
STARBUCKS CORP(SBUXcusip855244109)	112.3K	QoQ -4.72% (-5.6K) YoY -38.85% (-71.4K)	All Managers (Combined)	$11.0M	0.4% ($11.0M/$2.5B)	QoQ +2.41% (-$259.9K) YoY -34.37% (-$5.8M)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	18.7K	QoQ +2.40% (+439) YoY +9.60% (+1.6K)	All Managers (Combined)	$11.0M	0.4% ($11.0M/$2.5B)	QoQ +16.14% (+$1.5M) YoY +15.21% (+$1.5M)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	31.0K	QoQ -2.16% (-685) YoY -41.38% (-21.9K)	All Managers (Combined)	$10.9M	0.4% ($10.9M/$2.5B)	QoQ +0.81% (-$88.5K) YoY -35.53% (-$6.0M)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	35.7K	QoQ -0.36% (-130) YoY -15.56% (-6.6K)	All Managers (Combined)	$10.9M	0.4% ($10.9M/$2.5B)	QoQ +3.99% (-$418.3K) YoY +3.29% (-$347.1K)
TYLER TECHNOLOGIES INC(TYLcusip902252105)	18.6K	QoQ -50.97% (-19.3K) YoY -49.75% (-18.4K)	All Managers (Combined)	$10.8M	0.4% ($10.8M/$2.5B)	QoQ -50.57% (-$11.1M) YoY -31.26% (-$4.9M)
GILEAD SCIENCES, INC.(GILDcusip375558103)	95.9K	QoQ -14.04% (-15.7K) YoY -12.91% (-14.2K)	All Managers (Combined)	$10.8M	0.4% ($10.8M/$2.5B)	QoQ +4.26% (-$440.2K) YoY +33.21% (-$2.7M)
UNION PACIFIC CORP(UNPcusip907818108)	45.2K	QoQ -5.98% (-2.9K) YoY +21.63% (+8.0K)	All Managers (Combined)	$10.7M	0.4% ($10.7M/$2.5B)	QoQ -2.60% (-$285.6K) YoY +16.84% (+$1.5M)
CORPAY, INC.(CPAYcusip219948106)	30.4K	QoQ -46.45% (-26.3K) YoY -17.89% (-6.6K)	All Managers (Combined)	$10.6M	0.4% ($10.6M/$2.5B)	QoQ -44.82% (-$8.6M) YoY -7.20% (-$821.6K)
INTUIT INC.(INTUcusip461202103)	17.2K	QoQ -2.01% (-354) YoY +2.07% (-349)	All Managers (Combined)	$10.5M	0.4% ($10.5M/$2.5B)	QoQ -4.28% (-$471.7K) YoY -3.58% (-$391.6K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	59.2K	QoQ +14.04% (+7.3K) YoY +1712.45% (+56.0K)	All Managers (Combined)	$10.4M	0.4% ($10.4M/$2.5B)	QoQ +3.94% (+$395.4K) YoY +1871.37% (+$9.9M)
STATE STREET CORP(STTcusip857477103)	116.1K	QoQ +2.63% (-3.0K) YoY +67.45% (+46.8K)	All Managers (Combined)	$10.4M	0.4% ($10.4M/$2.5B)	QoQ -6.37% (-$707.8K) YoY +93.89% (+$5.0M)
3M CO(MMMcusip88579Y101)	70.7K	QoQ +1.01% (+712) YoY +3.61% (+2.5K)	All Managers (Combined)	$10.4M	0.4% ($10.4M/$2.5B)	QoQ +14.92% (+$1.3M) YoY +43.46% (+$3.1M)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	21.2K	QoQ -4.05% (-898) YoY -1.76% (-381)	All Managers (Combined)	$10.3M	0.4% ($10.3M/$2.5B)	QoQ +15.50% (-$1.4M) YoY +13.93% (-$1.3M)