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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Penumbra Inc

PEN|70975L107

32900(-16.0%)

Value:

$8.8B(-5.4%)

NEUROCRINE BIOSCIENCES INC

NBIX|64125C109

79318(-31.2%)

Value:

$8.8B(-44.3%)

WELLTOWER INC.

WELL|95040Q104

56254(+3.6%)

Value:

$8.6B(+26.0%)

COCA COLA CO

KO|191216100

119174(+1.5%)

Value:

$8.5B(+16.8%)

PAYCHEX INC

PAYX|704326107

55083(+2.7%)

Value:

$8.5B(+13.0%)

COSTAR GROUP, INC.

CSGP|22160N109

106790(+0.7%)

Value:

$8.5B(+11.4%)

23381D102

360155(+25.4%)

Value:

$8.5B(+6.3%)

ABBOTT LABORATORIES

ABT|002824100

63570(-5.6%)

Value:

$8.4B(+10.7%)

Corteva, Inc.

CTVA|22052L104

132351(+4.3%)

Value:

$8.3B(+15.2%)

CME GROUP INC.

CME|12572Q105

31391(+1.2%)

Value:

$8.3B(+15.6%)

654445303

492432

Value:

$8.3B

46434G822

EWJ|46434G822

121375(+1.7%)

Value:

$8.3B(+3.9%)

ASML HOLDING NV

ASML|N07059210

12538(+2.6%)

Value:

$8.3B(-1.9%)

87873R101

138358(+1.5%)

Value:

$8.3B(-7.8%)

ADVANCED MICRO DEVICES INC

AMD|007903107

80249(+49.7%)

Value:

$8.2B(+27.3%)

Brookfield Asset Management Ltd.

BAM.TO|113004105

167880(-10.5%)

Value:

$8.1B(-20.0%)

ASTRAZENECA PLC

AZN|046353108

109965(-8.0%)

Value:

$8.1B(+3.2%)

EMERSON ELECTRIC CO

EMR|291011104

71249(+0.0%)

Value:

$7.8B(-11.5%)

CONSTELLATION BRANDS, INC.

STZ|21036P108

42071(-9.5%)

Value:

$7.7B(-24.8%)

KINDER MORGAN, INC.

KMI|49456B101

265205(-2.2%)

Value:

$7.6B(+1.8%)

Instrument	Shares		Other Manager	Value
Penumbra Inc(PENcusip70975L107)	32.9K	QoQ -16.02% (-6.3K) YoY -47.48% (-29.8K)	All Managers (Combined)	$8.8M	QoQ -5.43% (-$506.0K) YoY -37.07% (-$5.2M)
Neurocrine Biosciences Inc(NBIXcusip64125C109)	79.3K	QoQ -31.21% (-36.0K) YoY +22.89% (-14.8K)	All Managers (Combined)	$8.8M	QoQ -44.26% (-$7.0M) YoY -1.44% (-$128.6K)
Welltower Inc.(WELLcusip95040Q104)	56.3K	QoQ +3.63% (+2.0K) YoY -3.64% (-2.1K)	All Managers (Combined)	$8.6M	QoQ +25.98% (+$1.8M) YoY +57.98% (-$3.2M)
Coca Cola Co(KOcusip191216100)	119.2K	QoQ +1.50% (+1.8K) YoY -6.98% (-8.9K)	All Managers (Combined)	$8.5M	QoQ +16.76% (+$1.2M) YoY +8.89% (-$696.9K)
Paychex Inc(PAYXcusip704326107)	55.1K	QoQ +2.71% (+1.5K) YoY +6.96% (+3.6K)	All Managers (Combined)	$8.5M	QoQ +13.01% (+$978.5K) YoY +34.38% (+$2.2M)
Costar Group, Inc.(CSGPcusip22160N109)	106.8K	QoQ +0.70% (+749) YoY +36.01% (+28.3K)	All Managers (Combined)	$8.5M	QoQ +11.45% (+$869.5K) YoY +11.55% (+$876.4K)
(cusip23381D102)✕	360.2K	QoQ +25.43% (+73.0K) YoY NEW(+360.2K)	All Managers (Combined)	$8.5M	QoQ +6.34% (+$504.7K) YoY NEW(+$8.5M)
Abbott Laboratories(ABTcusip002824100)	63.6K	QoQ -5.57% (-3.8K) YoY -5.47% (-3.7K)	All Managers (Combined)	$8.4M	QoQ +10.73% (-$817.7K) YoY +10.31% (-$788.6K)
Corteva, Inc.(CTVAcusip22052L104)	132.4K	QoQ +4.27% (+5.4K) YoY +4.66% (+5.9K)	All Managers (Combined)	$8.3M	QoQ +15.20% (+$1.1M) YoY +14.20% (+$1.0M)
Cme Group Inc.(CMEcusip12572Q105)	31.4K	QoQ +1.19% (+371) YoY +77.75% (+13.7K)	All Managers (Combined)	$8.3M	QoQ +15.60% (+$1.1M) YoY +119.03% (+$4.5M)
(cusip654445303)✕	492.4K	QoQ NEW(+492.4K) YoY NEW(+492.4K)	All Managers (Combined)	$8.3M	QoQ NEW(+$8.3M) YoY NEW(+$8.3M)
(EWJcusip46434G822)	121.4K	QoQ +1.67% (+2.0K) YoY -32.00% (-57.1K)	All Managers (Combined)	$8.3M	QoQ +3.88% (+$311.4K) YoY -34.66% (-$4.4M)
Asml Holding Nv(ASMLcusipN07059210)	12.5K	QoQ +2.56% (-314) YoY +5.03% (-601)	All Managers (Combined)	$8.3M	QoQ -1.93% (-$164.2K) YoY -28.28% (-$3.3M)
(cusip87873R101)✕	138.4K	QoQ +1.50% (-2.1K) YoY +1.60% (-2.2K)	All Managers (Combined)	$8.3M	QoQ -7.79% (-$701.3K) YoY -10.17% (-$939.0K)
Advanced Micro Devices Inc(AMDcusip007903107)	80.2K	QoQ +49.67% (+26.6K) YoY +52.25% (-27.5K)	All Managers (Combined)	$8.2M	QoQ +27.31% (+$1.8M) YoY -13.33% (-$1.3M)
Brookfield Asset Management Ltd.(BAM.TOcusip113004105)	167.9K	QoQ -10.47% (-19.6K) YoY -12.47% (-23.9K)	All Managers (Combined)	$8.1M	QoQ -19.96% (-$2.0M) YoY +0.91% (-$73.7K)
Astrazeneca Plc(AZNcusip046353108)	110.0K	QoQ -8.03% (-9.6K) YoY NEW(+110.0K)	All Managers (Combined)	$8.1M	QoQ +3.16% (-$247.9K) YoY NEW(+$8.1M)
Emerson Electric Co(EMRcusip291011104)	71.2K	QoQ +0.02% (-15) YoY -5.40% (-4.1K)	All Managers (Combined)	$7.8M	QoQ -11.51% (-$1.0M) YoY -8.55% (-$731.1K)
Constellation Brands, Inc.(STZcusip21036P108)	42.1K	QoQ -9.49% (-4.4K) YoY -31.77% (-19.6K)	All Managers (Combined)	$7.7M	QoQ -24.84% (-$2.6M) YoY -53.92% (-$9.0M)
Kinder Morgan, Inc.(KMIcusip49456B101)	265.2K	QoQ -2.20% (-6.0K) YoY -37.65% (-160.1K)	All Managers (Combined)	$7.6M	QoQ +1.82% (-$135.7K) YoY -3.00% (-$234.6K)