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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KIMBERLY CLARK CORP

KMB|494368103

Shares:35.2K

Value:$5.0M

% of Portfolio:0.2% ($5.0M/$2.5B)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:40.7K

Value:$5.0M

% of Portfolio:0.2% ($5.0M/$2.5B)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:10.9K

Value:$4.9M

% of Portfolio:0.2% ($4.9M/$2.5B)

641069406

Shares:47.4K

Value:$4.8M

% of Portfolio:0.2% ($4.8M/$2.5B)

HDFC BANK LTD

HDB|40415F101

Shares:70.4K

Value:$4.7M

% of Portfolio:0.2% ($4.7M/$2.5B)

30215C101

Shares:101.1K

Value:$4.7M

% of Portfolio:0.2% ($4.7M/$2.5B)

Shell plc

SHEL|780259305

Shares:63.1K

Value:$4.6M

% of Portfolio:0.2% ($4.6M/$2.5B)

COLGATE PALMOLIVE CO

CL|194162103

Shares:49.2K

Value:$4.6M

% of Portfolio:0.2% ($4.6M/$2.5B)

54338V101

Shares:74.4K

Value:$4.6M

% of Portfolio:0.2% ($4.6M/$2.5B)

237545108

Shares:120.4K

Value:$4.5M

% of Portfolio:0.2% ($4.5M/$2.5B)

46137V357

RSP|46137V357

Shares:25.9K

Value:$4.5M

% of Portfolio:0.2% ($4.5M/$2.5B)

464287879

Shares:45.5K

Value:$4.4M

% of Portfolio:0.2% ($4.4M/$2.5B)

921909768

VXUS|921909768

Shares:70.6K

Value:$4.4M

% of Portfolio:0.2% ($4.4M/$2.5B)

464287598

IWD|464287598

Shares:22.6K

Value:$4.3M

% of Portfolio:0.2% ($4.3M/$2.5B)

NICE Ltd.

NICE|653656108

Shares:27.4K

Value:$4.2M

% of Portfolio:0.2% ($4.2M/$2.5B)

464287465

EFA|464287465

Shares:49.5K

Value:$4.0M

% of Portfolio:0.2% ($4.0M/$2.5B)

93114W107

Shares:143.5K

Value:$4.0M

% of Portfolio:0.2% ($4.0M/$2.5B)

464287614

IWF|464287614

Shares:10.9K

Value:$3.9M

% of Portfolio:0.2% ($3.9M/$2.5B)

CATERPILLAR INC

CAT|149123101

Shares:11.8K

Value:$3.9M

% of Portfolio:0.2% ($3.9M/$2.5B)

HERSHEY CO

HSY|427866108

Shares:22.1K

Value:$3.8M

% of Portfolio:0.2% ($3.8M/$2.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
KIMBERLY CLARK CORP(KMBcusip494368103)	35.2K	QoQ -12.15% (-4.9K) YoY -22.01% (-10.0K)	All Managers (Combined)	$5.0M	0.2% ($5.0M/$2.5B)	QoQ -4.66% (-$245.3K) YoY -14.26% (-$833.8K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	40.7K	QoQ -3.10% (-1.3K) YoY -19.09% (-9.6K)	All Managers (Combined)	$5.0M	0.2% ($5.0M/$2.5B)	QoQ -2.31% (-$117.3K) YoY -2.83% (-$144.6K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	10.9K	QoQ +1.35% (-146) YoY +10.56% (+1.0K)	All Managers (Combined)	$4.9M	0.2% ($4.9M/$2.5B)	QoQ -6.82% (-$356.9K) YoY +8.58% (+$385.0K)
(cusip641069406)✕	47.4K	QoQ +79.69% (+21.0K) YoY +34.29% (+12.1K)	All Managers (Combined)	$4.8M	0.2% ($4.8M/$2.5B)	QoQ +119.61% (+$2.6M) YoY +27.56% (+$1.0M)
HDFC BANK LTD(HDBcusip40415F101)	70.4K	QoQ +2.60% (+1.8K) YoY -40.27% (-47.5K)	All Managers (Combined)	$4.7M	0.2% ($4.7M/$2.5B)	QoQ +6.75% (+$295.9K) YoY -29.10% (-$1.9M)
(cusip30215C101)✕	101.1K	QoQ -37.79% (-61.4K) YoY -32.74% (-49.2K)	All Managers (Combined)	$4.7M	0.2% ($4.7M/$2.5B)	QoQ -33.60% (-$2.4M) YoY -29.00% (-$1.9M)
Shell plc(SHELcusip780259305)	63.1K	QoQ -0.15% (-100) YoY -10.75% (-7.6K)	All Managers (Combined)	$4.6M	0.2% ($4.6M/$2.5B)	QoQ +16.78% (-$664.1K) YoY -2.44% (-$116.0K)
COLGATE PALMOLIVE CO(CLcusip194162103)	49.2K	QoQ +0.10% (+50) YoY -5.90% (-3.1K)	All Managers (Combined)	$4.6M	0.2% ($4.6M/$2.5B)	QoQ +3.17% (+$141.8K) YoY -2.09% (-$98.7K)
(cusip54338V101)✕	74.4K	QoQ +8.63% (+5.9K) YoY NEW(+74.4K)	All Managers (Combined)	$4.6M	0.2% ($4.6M/$2.5B)	QoQ +12.60% (+$510.1K) YoY NEW(+$4.6M)
(cusip237545108)✕	120.4K	QoQ +27.51% (+26.0K) YoY +17.39% (-17.8K)	All Managers (Combined)	$4.5M	0.2% ($4.5M/$2.5B)	QoQ +38.74% (+$1.3M) YoY -0.03% (-$1.7K)
(RSPcusip46137V357)	25.9K	QoQ +6.58% (+1.6K) YoY +14.71% (+3.3K)	All Managers (Combined)	$4.5M	0.2% ($4.5M/$2.5B)	QoQ +5.37% (+$228.6K) YoY +17.32% (+$662.2K)
(cusip464287879)✕	45.5K	QoQ -2.25% (-1.1K) YoY +849.85% (+40.7K)	All Managers (Combined)	$4.4M	0.2% ($4.4M/$2.5B)	QoQ -12.27% (-$620.9K) YoY +800.98% (+$3.9M)
(VXUScusip921909768)	70.6K	QoQ +11.93% (+7.5K) YoY +47.55% (+22.7K)	All Managers (Combined)	$4.4M	0.2% ($4.4M/$2.5B)	QoQ +17.95% (+$667.2K) YoY +51.95% (+$1.5M)
(IWDcusip464287598)	22.6K	QoQ -2.39% (-554) YoY NEW(+22.6K)	All Managers (Combined)	$4.3M	0.2% ($4.3M/$2.5B)	QoQ -0.79% (-$34.0K) YoY NEW(+$4.3M)
NICE Ltd.(NICEcusip653656108)	27.4K	QoQ -41.05% (-19.1K) YoY -25.66% (-9.5K)	All Managers (Combined)	$4.2M	0.2% ($4.2M/$2.5B)	QoQ -46.49% (-$3.7M) YoY -56.02% (-$5.4M)
(EFAcusip464287465)	49.5K	QoQ -10.51% (-5.8K) YoY +115.93% (+26.6K)	All Managers (Combined)	$4.0M	0.2% ($4.0M/$2.5B)	QoQ -3.27% (-$136.9K) YoY +120.99% (+$2.2M)
(cusip93114W107)✕	143.5K	QoQ +3.74% (+5.2K) YoY -17.87% (-31.2K)	All Managers (Combined)	$4.0M	0.2% ($4.0M/$2.5B)	QoQ +8.68% (+$317.0K) YoY -43.66% (-$3.1M)
(IWFcusip464287614)	10.9K	QoQ -4.40% (-500) YoY +1253.36% (+10.1K)	All Managers (Combined)	$3.9M	0.2% ($3.9M/$2.5B)	QoQ -14.04% (-$640.3K) YoY +1349.89% (+$3.6M)
CATERPILLAR INC(CATcusip149123101)	11.8K	QoQ -4.17% (-515) YoY -3.67% (-450)	All Managers (Combined)	$3.9M	0.2% ($3.9M/$2.5B)	QoQ -12.88% (-$576.1K) YoY -13.30% (-$597.5K)
HERSHEY CO(HSYcusip427866108)	22.1K	QoQ +23.88% (+4.3K) YoY +59.68% (+8.3K)	All Managers (Combined)	$3.8M	0.2% ($3.8M/$2.5B)	QoQ +25.10% (+$759.4K) YoY +40.42% (+$1.1M)