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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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:13.4K

Value:$7.1M

% of Portfolio:0.3% ($7.1M/$2.5B)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:110.8K

Value:$6.8M

% of Portfolio:0.3% ($6.8M/$2.5B)

RTX Corp

RTX|75513E101

Shares:50.8K

Value:$6.7M

% of Portfolio:0.3% ($6.7M/$2.5B)

23304Y100

Shares:48.5K

Value:$6.7M

% of Portfolio:0.3% ($6.7M/$2.5B)

PRINCIPAL FINANCIAL GROUP INC

PFG|74251V102

Shares:76.0K

Value:$6.4M

% of Portfolio:0.3% ($6.4M/$2.5B)

WEYERHAEUSER CO

WY|962166104

Shares:216.4K

Value:$6.3M

% of Portfolio:0.3% ($6.3M/$2.5B)

AGILENT TECHNOLOGIES, INC.

A|00846U101

Shares:52.2K

Value:$6.1M

% of Portfolio:0.2% ($6.1M/$2.5B)

464287887

IJT|464287887

Shares:48.6K

Value:$6.1M

% of Portfolio:0.2% ($6.1M/$2.5B)

Medtronic plc

MDT|G5960L103

Shares:66.9K

Value:$6.0M

% of Portfolio:0.2% ($6.0M/$2.5B)

AMGEN INC

AMGN|031162100

Shares:18.2K

Value:$5.7M

% of Portfolio:0.2% ($5.7M/$2.5B)

Globant S.A.

GLOB|L44385109

Shares:47.9K

Value:$5.6M

% of Portfolio:0.2% ($5.6M/$2.5B)

CHECK POINT SOFTWARE TECHNOLOGIES LTD

CHKP|M22465104

Shares:24.4K

Value:$5.6M

% of Portfolio:0.2% ($5.6M/$2.5B)

Trade Desk, Inc.

TTD|88339J105

Shares:101.6K

Value:$5.6M

% of Portfolio:0.2% ($5.6M/$2.5B)

ECOLAB INC.

ECL|278865100

Shares:21.8K

Value:$5.5M

% of Portfolio:0.2% ($5.5M/$2.5B)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:21.3K

Value:$5.5M

% of Portfolio:0.2% ($5.5M/$2.5B)

AT&T INC.

T|00206R102

Shares:188.8K

Value:$5.3M

% of Portfolio:0.2% ($5.3M/$2.5B)

CLOROX CO /DE/

CLX|189054109

Shares:35.9K

Value:$5.3M

% of Portfolio:0.2% ($5.3M/$2.5B)

009279100

Shares:118.8K

Value:$5.2M

% of Portfolio:0.2% ($5.2M/$2.5B)

AFLAC INC

AFL|001055102

Shares:46.9K

Value:$5.2M

% of Portfolio:0.2% ($5.2M/$2.5B)

TARGET CORP

TGT|87612E106

Shares:49.4K

Value:$5.2M

% of Portfolio:0.2% ($5.2M/$2.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	13.4K	QoQ -3.28% (-455) YoY -15.68% (-2.5K)	All Managers (Combined)	$7.1M	0.3% ($7.1M/$2.5B)	QoQ +13.63% (-$857.3K) YoY +6.78% (-$453.8K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	110.8K	QoQ -0.65% (-725) YoY -7.13% (-8.5K)	All Managers (Combined)	$6.8M	0.3% ($6.8M/$2.5B)	QoQ +7.13% (-$449.7K) YoY +4.44% (-$287.5K)
RTX Corp(RTXcusip75513E101)	50.8K	QoQ -6.31% (-3.4K) YoY -15.14% (-9.1K)	All Managers (Combined)	$6.7M	0.3% ($6.7M/$2.5B)	QoQ +7.23% (-$453.5K) YoY +15.24% (-$889.1K)
(cusip23304Y100)✕	48.5K	QoQ +1.99% (+951) YoY +16.89% (+7.0K)	All Managers (Combined)	$6.7M	0.3% ($6.7M/$2.5B)	QoQ +10.03% (+$612.0K) YoY +51.38% (+$2.3M)
PRINCIPAL FINANCIAL GROUP INC(PFGcusip74251V102)	76.0K	QoQ +5.61% (+4.0K) YoY +25.04% (+15.2K)	All Managers (Combined)	$6.4M	0.3% ($6.4M/$2.5B)	QoQ +15.10% (+$842.0K) YoY +22.23% (+$1.2M)
WEYERHAEUSER CO(WYcusip962166104)	216.4K	QoQ -1.32% (-2.9K) YoY +10.75% (-21.0K)	All Managers (Combined)	$6.3M	0.3% ($6.3M/$2.5B)	QoQ +2.63% (-$162.8K) YoY -9.69% (-$679.8K)
AGILENT TECHNOLOGIES, INC.(Acusip00846U101)	52.2K	QoQ +0.49% (-259) YoY -11.89% (-7.0K)	All Managers (Combined)	$6.1M	0.2% ($6.1M/$2.5B)	QoQ -12.48% (-$871.0K) YoY -29.17% (-$2.5M)
(IJTcusip464287887)	48.6K	QoQ 0.00% (-0) YoY NEW(+48.6K)	All Managers (Combined)	$6.1M	0.2% ($6.1M/$2.5B)	QoQ -8.02% (-$528.7K) YoY NEW(+$6.1M)
Medtronic plc(MDTcusipG5960L103)	66.9K	QoQ -23.92% (-21.0K) YoY -15.36% (-12.1K)	All Managers (Combined)	$6.0M	0.2% ($6.0M/$2.5B)	QoQ -14.42% (-$1.0M) YoY -12.73% (-$877.3K)
AMGEN INC(AMGNcusip031162100)	18.2K	QoQ -2.46% (-460) YoY -23.94% (-5.7K)	All Managers (Combined)	$5.7M	0.2% ($5.7M/$2.5B)	QoQ +16.59% (-$808.7K) YoY -16.65% (-$1.1M)
Globant S.A.(GLOBcusipL44385109)	47.9K	QoQ -12.89% (-7.1K) YoY -23.48% (-14.7K)	All Managers (Combined)	$5.6M	0.2% ($5.6M/$2.5B)	QoQ -52.17% (-$6.2M) YoY -55.38% (-$7.0M)
CHECK POINT SOFTWARE TECHNOLOGIES LTD(CHKPcusipM22465104)	24.4K	QoQ +3.36% (+795) YoY -20.55% (-6.3K)	All Managers (Combined)	$5.6M	0.2% ($5.6M/$2.5B)	QoQ +26.18% (+$1.2M) YoY +10.40% (-$524.3K)
Trade Desk, Inc.(TTDcusip88339J105)	101.6K	QoQ -3.06% (-3.2K) YoY -0.76% (-781)	All Managers (Combined)	$5.6M	0.2% ($5.6M/$2.5B)	QoQ -54.86% (-$6.8M) YoY -37.88% (-$3.4M)
ECOLAB INC.(ECLcusip278865100)	21.8K	QoQ +0.11% (+25) YoY -14.37% (-3.7K)	All Managers (Combined)	$5.5M	0.2% ($5.5M/$2.5B)	QoQ +8.31% (+$424.0K) YoY -5.98% (-$351.3K)
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	21.3K	QoQ -2.27% (-497) YoY -11.07% (-2.7K)	All Managers (Combined)	$5.5M	0.2% ($5.5M/$2.5B)	QoQ -11.64% (-$726.6K) YoY -21.13% (-$1.5M)
AT&T INC.(Tcusip00206R102)	188.8K	QoQ -3.17% (-6.2K) YoY -14.93% (-33.2K)	All Managers (Combined)	$5.3M	0.2% ($5.3M/$2.5B)	QoQ +20.24% (-$899.0K) YoY +36.67% (-$1.4M)
CLOROX CO /DE/(CLXcusip189054109)	35.9K	QoQ +2.24% (-787) YoY -30.81% (-16.0K)	All Managers (Combined)	$5.3M	0.2% ($5.3M/$2.5B)	QoQ -7.29% (-$415.7K) YoY -33.46% (-$2.7M)
(cusip009279100)✕	118.8K	QoQ +4.30% (+4.9K) YoY -22.47% (-34.4K)	All Managers (Combined)	$5.2M	0.2% ($5.2M/$2.5B)	QoQ +14.42% (+$658.3K) YoY -26.06% (-$1.8M)
AFLAC INC(AFLcusip001055102)	46.9K	QoQ +0.21% (+100) YoY -4.48% (-2.2K)	All Managers (Combined)	$5.2M	0.2% ($5.2M/$2.5B)	QoQ +7.72% (+$374.2K) YoY +23.69% (-$999.8K)
TARGET CORP(TGTcusip87612E106)	49.4K	QoQ -4.17% (-2.2K) YoY -20.14% (-12.5K)	All Managers (Combined)	$5.2M	0.2% ($5.2M/$2.5B)	QoQ -26.02% (-$1.8M) YoY -52.97% (-$5.8M)