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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Booz Allen Hamilton Holding Corp

BAH|099502106

Shares:98.0K

Value:$10.3M

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

Walt Disney Co

DIS|254687106

Shares:103.8K

Value:$10.2M

% of Portfolio:0.4% ($10.2M/$2.5B)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

Shares:24.2K

Value:$10.2M

% of Portfolio:0.4% ($10.2M/$2.5B)

922908769

VTI|922908769

Shares:36.7K

Value:$10.1M

% of Portfolio:0.4% ($10.1M/$2.5B)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:199.7K

Value:$10.0M

% of Portfolio:0.4% ($10.0M/$2.5B)

Atlassian Corp

TEAM|049468101

Shares:47.2K

Value:$10.0M

% of Portfolio:0.4% ($10.0M/$2.5B)

CITIGROUP INC

C|172967424

Shares:141.1K

Value:$10.0M

% of Portfolio:0.4% ($10.0M/$2.5B)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:43.2K

Value:$10.0M

% of Portfolio:0.4% ($10.0M/$2.5B)

ROSS STORES, INC.

ROST|778296103

Shares:77.6K

Value:$9.9M

% of Portfolio:0.4% ($9.9M/$2.5B)

Zoetis Inc.

ZTS|98978V103

Shares:59.4K

Value:$9.8M

% of Portfolio:0.4% ($9.8M/$2.5B)

Uber Technologies, Inc

UBER|90353T100

Shares:134.1K

Value:$9.8M

% of Portfolio:0.4% ($9.8M/$2.5B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:155.1K

Value:$9.6M

% of Portfolio:0.4% ($9.6M/$2.5B)

Accenture plc

ACN|G1151C101

Shares:30.5K

Value:$9.5M

% of Portfolio:0.4% ($9.5M/$2.5B)

SOUTHERN CO

SO|842587107

Shares:102.5K

Value:$9.4M

% of Portfolio:0.4% ($9.4M/$2.5B)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:52.2K

Value:$9.4M

% of Portfolio:0.4% ($9.4M/$2.5B)

921937835

BND|921937835

Shares:125.8K

Value:$9.2M

% of Portfolio:0.4% ($9.2M/$2.5B)

62473G102

Shares:52.9K

Value:$9.1M

% of Portfolio:0.4% ($9.1M/$2.5B)

MERCADOLIBRE INC

MELI|58733R102

Shares:4.6K

Value:$8.9M

% of Portfolio:0.4% ($8.9M/$2.5B)

MCDONALDS CORP

MCD|580135101

Shares:28.3K

Value:$8.8M

% of Portfolio:0.4% ($8.8M/$2.5B)

97717X701

Shares:185.5K

Value:$8.8M

% of Portfolio:0.4% ($8.8M/$2.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Booz Allen Hamilton Holding Corp(BAHcusip099502106)	98.0K	QoQ -30.52% (-43.1K) YoY -47.25% (-87.8K)	All Managers (Combined)	$10.3M	0.4% ($10.3M/$2.5B)	QoQ -43.54% (-$7.9M) YoY -62.84% (-$17.3M)
Walt Disney Co(DIScusip254687106)	103.8K	QoQ -0.30% (-317) YoY -4.62% (-5.0K)	All Managers (Combined)	$10.2M	0.4% ($10.2M/$2.5B)	QoQ -11.63% (-$1.3M) YoY -23.06% (-$3.1M)
IDEXX LABORATORIES INC /DE(IDXXcusip45168D104)	24.2K	QoQ +95.00% (+11.8K) YoY +32.20% (+5.9K)	All Managers (Combined)	$10.2M	0.4% ($10.2M/$2.5B)	QoQ +98.07% (+$5.0M) YoY +2.82% (+$279.4K)
(VTIcusip922908769)	36.7K	QoQ -0.29% (-110) YoY -2.57% (-970)	All Managers (Combined)	$10.1M	0.4% ($10.1M/$2.5B)	QoQ -5.44% (-$581.4K) YoY +3.02% (-$296.4K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	199.7K	QoQ -36.00% (-112.3K) YoY +2730.32% (-192.6K)	All Managers (Combined)	$10.0M	0.4% ($10.0M/$2.5B)	QoQ -46.71% (-$8.8M) YoY -51.11% (-$10.5M)
Atlassian Corp(TEAMcusip049468101)	47.2K	QoQ +58.84% (+17.5K) YoY +29.14% (+10.7K)	All Managers (Combined)	$10.0M	0.4% ($10.0M/$2.5B)	QoQ +38.50% (+$2.8M) YoY +40.46% (+$2.9M)
CITIGROUP INC(Ccusip172967424)	141.1K	QoQ +49.52% (+46.7K) YoY NEW(+141.1K)	All Managers (Combined)	$10.0M	0.4% ($10.0M/$2.5B)	QoQ +50.80% (+$3.4M) YoY NEW(+$10.0M)
VEEVA SYSTEMS INC(VEEVcusip922475108)	43.2K	QoQ -3.27% (-1.5K) YoY +18.25% (+6.7K)	All Managers (Combined)	$10.0M	0.4% ($10.0M/$2.5B)	QoQ +6.55% (-$615.4K) YoY +18.22% (+$1.5M)
ROSS STORES, INC.(ROSTcusip778296103)	77.6K	QoQ -43.70% (-60.2K) YoY -41.04% (-54.0K)	All Managers (Combined)	$9.9M	0.4% ($9.9M/$2.5B)	QoQ -52.44% (-$10.9M) YoY -48.66% (-$9.4M)
Zoetis Inc.(ZTScusip98978V103)	59.4K	QoQ -5.47% (-3.4K) YoY -8.70% (-5.7K)	All Managers (Combined)	$9.8M	0.4% ($9.8M/$2.5B)	QoQ -4.47% (-$458.2K) YoY -11.16% (-$1.2M)
Uber Technologies, Inc(UBERcusip90353T100)	134.1K	QoQ NEW(+134.1K) YoY NEW(+134.1K)	All Managers (Combined)	$9.8M	0.4% ($9.8M/$2.5B)	QoQ NEW(+$9.8M) YoY NEW(+$9.8M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	155.1K	QoQ -2.27% (-3.6K) YoY -13.57% (-24.4K)	All Managers (Combined)	$9.6M	0.4% ($9.6M/$2.5B)	QoQ +1.86% (-$175.5K) YoY +6.85% (-$614.1K)
Accenture plc(ACNcusipG1151C101)	30.5K	QoQ +1.73% (-520) YoY -4.31% (-1.4K)	All Managers (Combined)	$9.5M	0.4% ($9.5M/$2.5B)	QoQ -9.76% (-$1.0M) YoY -13.85% (-$1.5M)
SOUTHERN CO(SOcusip842587107)	102.5K	QoQ +2.11% (+2.1K) YoY +8.07% (+7.7K)	All Managers (Combined)	$9.4M	0.4% ($9.4M/$2.5B)	QoQ +14.05% (+$1.2M) YoY +38.51% (+$2.6M)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	52.2K	QoQ +1.62% (-833) YoY +44.51% (+16.1K)	All Managers (Combined)	$9.4M	0.4% ($9.4M/$2.5B)	QoQ -2.60% (-$251.1K) YoY +49.06% (+$3.1M)
(BNDcusip921937835)	125.8K	QoQ +7.80% (+9.1K) YoY +48.62% (+41.1K)	All Managers (Combined)	$9.2M	0.4% ($9.2M/$2.5B)	QoQ +10.10% (+$848.0K) YoY +50.30% (+$3.1M)
(cusip62473G102)✕	52.9K	QoQ +24.75% (+10.5K) YoY +25.63% (+10.8K)	All Managers (Combined)	$9.1M	0.4% ($9.1M/$2.5B)	QoQ +29.45% (+$2.1M) YoY +71.12% (+$3.8M)
MERCADOLIBRE INC(MELIcusip58733R102)	4.6K	QoQ -16.99% (-933) YoY -43.72% (-3.5K)	All Managers (Combined)	$8.9M	0.4% ($8.9M/$2.5B)	QoQ -4.76% (-$445.1K) YoY -27.39% (-$3.4M)
MCDONALDS CORP(MCDcusip580135101)	28.3K	QoQ -2.98% (-870) YoY -14.04% (-4.6K)	All Managers (Combined)	$8.8M	0.4% ($8.8M/$2.5B)	QoQ +4.54% (-$384.5K) YoY -4.77% (-$443.8K)
(cusip97717X701)✕	185.5K	QoQ +3.14% (+5.7K) YoY +4.01% (+7.2K)	All Managers (Combined)	$8.8M	0.4% ($8.8M/$2.5B)	QoQ +12.01% (+$944.8K) YoY +2.24% (+$193.5K)