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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13961R100

Shares:124.4K

Value:$3.7M

% of Portfolio:0.1% ($3.7M/$2.5B)

Air Products & Chemicals, Inc.

APD|009158106

Shares:12.4K

Value:$3.7M

% of Portfolio:0.1% ($3.7M/$2.5B)

Public Storage

PSA|74460D109

Shares:11.6K

Value:$3.5M

% of Portfolio:0.1% ($3.5M/$2.5B)

BEST BUY CO INC

BBY|086516101

Shares:44.3K

Value:$3.3M

% of Portfolio:0.1% ($3.3M/$2.5B)

CANADIAN NATIONAL RAILWAY CO

CNI|136375102

Shares:33.4K

Value:$3.3M

% of Portfolio:0.1% ($3.3M/$2.5B)

REALTY INCOME CORP

O|756109104

Shares:51.6K

Value:$3.0M

% of Portfolio:0.1% ($3.0M/$2.5B)

IRON MOUNTAIN INC

IRM|46284V101

Shares:34.7K

Value:$3.0M

% of Portfolio:0.1% ($3.0M/$2.5B)

AMERICAN EXPRESS CO

AXP|025816109

Shares:10.9K

Value:$2.9M

% of Portfolio:0.1% ($2.9M/$2.5B)

ICON PLC

ICLR|G4705A100

Shares:16.8K

Value:$2.9M

% of Portfolio:0.1% ($2.9M/$2.5B)

COGENT COMMUNICATIONS HOLDINGS, INC.

CCOI|19239V302

Shares:45.2K

Value:$2.8M

% of Portfolio:0.1% ($2.8M/$2.5B)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:10.1K

Value:$2.7M

% of Portfolio:0.1% ($2.7M/$2.5B)

Alphabet Inc.

GOOG|02079K107

Shares:17.0K

Value:$2.6M

% of Portfolio:0.1% ($2.6M/$2.5B)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:12.5K

Value:$2.6M

% of Portfolio:0.1% ($2.6M/$2.5B)

DOW INC.

DOW|260557103

Shares:71.6K

Value:$2.5M

% of Portfolio:0.1% ($2.5M/$2.5B)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:3

Value:$2.4M

% of Portfolio:0.1% ($2.4M/$2.5B)

PINNACLE WEST CAPITAL CORP

PNW|723484101

Shares:24.5K

Value:$2.3M

% of Portfolio:0.1% ($2.3M/$2.5B)

ORACLE CORP

ORCL|68389X105

Shares:15.8K

Value:$2.2M

% of Portfolio:0.1% ($2.2M/$2.5B)

NORDSON CORP

NDSN|655663102

Shares:10.6K

Value:$2.1M

% of Portfolio:0.1% ($2.1M/$2.5B)

BP PLC

BP|055622104

Shares:62.8K

Value:$2.1M

% of Portfolio:0.1% ($2.1M/$2.5B)

GENTEX CORP

GNTX|371901109

Shares:87.2K

Value:$2.0M

% of Portfolio:0.1% ($2.0M/$2.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip13961R100)✕	124.4K	QoQ +25.87% (+25.6K) YoY +22.55% (-22.9K)	All Managers (Combined)	$3.7M	0.1% ($3.7M/$2.5B)	QoQ +14.62% (+$473.3K) YoY -20.66% (-$966.5K)
Air Products & Chemicals, Inc.(APDcusip009158106)	12.4K	QoQ -1.01% (-127) YoY -3.00% (-385)	All Managers (Combined)	$3.7M	0.1% ($3.7M/$2.5B)	QoQ +0.65% (-$23.8K) YoY +18.07% (-$560.9K)
Public Storage(PSAcusip74460D109)	11.6K	QoQ +14.46% (+1.5K) YoY +33.52% (+2.9K)	All Managers (Combined)	$3.5M	0.1% ($3.5M/$2.5B)	QoQ +14.40% (+$436.0K) YoY +37.77% (+$949.4K)
BEST BUY CO INC(BBYcusip086516101)	44.3K	QoQ -35.70% (-24.6K) YoY NEW(+44.3K)	All Managers (Combined)	$3.3M	0.1% ($3.3M/$2.5B)	QoQ -44.83% (-$2.7M) YoY NEW(+$3.3M)
CANADIAN NATIONAL RAILWAY CO(CNIcusip136375102)	33.4K	QoQ -2.38% (-817) YoY -6.88% (-2.5K)	All Managers (Combined)	$3.3M	0.1% ($3.3M/$2.5B)	QoQ -6.28% (-$218.2K) YoY -31.09% (-$1.5M)
REALTY INCOME CORP(Ocusip756109104)	51.6K	QoQ -1.36% (-715) YoY +20.43% (+8.8K)	All Managers (Combined)	$3.0M	0.1% ($3.0M/$2.5B)	QoQ +7.12% (-$199.1K) YoY +29.14% (+$675.4K)
IRON MOUNTAIN INC(IRMcusip46284V101)	34.7K	QoQ +4.03% (-1.3K) YoY -54.09% (-40.9K)	All Managers (Combined)	$3.0M	0.1% ($3.0M/$2.5B)	QoQ -14.84% (-$520.6K) YoY -50.75% (-$3.1M)
AMERICAN EXPRESS CO(AXPcusip025816109)	10.9K	QoQ -4.63% (-532) YoY -10.41% (-1.3K)	All Managers (Combined)	$2.9M	0.1% ($2.9M/$2.5B)	QoQ -13.55% (-$461.3K) YoY +5.85% (-$162.8K)
ICON PLC(ICLRcusipG4705A100)	16.8K	QoQ -7.21% (-1.3K) YoY -40.49% (-11.4K)	All Managers (Combined)	$2.9M	0.1% ($2.9M/$2.5B)	QoQ -22.57% (-$857.9K) YoY -69.00% (-$6.6M)
COGENT COMMUNICATIONS HOLDINGS, INC.(CCOIcusip19239V302)	45.2K	QoQ +5.11% (-2.2K) YoY -38.31% (-28.1K)	All Managers (Combined)	$2.8M	0.1% ($2.8M/$2.5B)	QoQ -16.37% (-$542.6K) YoY -42.10% (-$2.0M)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	10.1K	QoQ -9.50% (-1.1K) YoY -19.37% (-2.4K)	All Managers (Combined)	$2.7M	0.1% ($2.7M/$2.5B)	QoQ -0.65% (-$17.6K) YoY -7.34% (-$212.7K)
Alphabet Inc.(GOOGcusip02079K107)	17.0K	QoQ -0.23% (-40) YoY +12.30% (+1.9K)	All Managers (Combined)	$2.6M	0.1% ($2.6M/$2.5B)	QoQ -18.15% (-$587.5K) YoY +15.23% (+$350.0K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	12.5K	QoQ -1.52% (-193) YoY -29.94% (-5.3K)	All Managers (Combined)	$2.6M	0.1% ($2.6M/$2.5B)	QoQ -7.68% (-$220.0K) YoY -27.72% (-$1.0M)
DOW INC.(DOWcusip260557103)	71.6K	QoQ -4.18% (-3.1K) YoY -30.36% (-31.2K)	All Managers (Combined)	$2.5M	0.1% ($2.5M/$2.5B)	QoQ -16.62% (-$498.7K) YoY -58.02% (-$3.5M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	3	QoQ NEW(+3) YoY NEW(+3)	All Managers (Combined)	$2.4M	0.1% ($2.4M/$2.5B)	QoQ NEW(+$2.4M) YoY NEW(+$2.4M)
PINNACLE WEST CAPITAL CORP(PNWcusip723484101)	24.5K	QoQ +10.10% (+2.3K) YoY +6.63% (+1.5K)	All Managers (Combined)	$2.3M	0.1% ($2.3M/$2.5B)	QoQ +23.71% (+$447.8K) YoY +35.90% (+$617.2K)
ORACLE CORP(ORCLcusip68389X105)	15.8K	QoQ -0.28% (-45) YoY -22.85% (-4.7K)	All Managers (Combined)	$2.2M	0.1% ($2.2M/$2.5B)	QoQ -16.33% (-$432.4K) YoY -14.12% (-$364.3K)
NORDSON CORP(NDSNcusip655663102)	10.6K	QoQ +9.53% (+920) YoY +20.72% (-1.8K)	All Managers (Combined)	$2.1M	0.1% ($2.1M/$2.5B)	QoQ +5.59% (+$113.0K) YoY -11.29% (-$271.6K)
BP PLC(BPcusip055622104)	62.8K	QoQ +2.48% (+1.5K) YoY +2.52% (-1.6K)	All Managers (Combined)	$2.1M	0.1% ($2.1M/$2.5B)	QoQ +17.15% (+$310.9K) YoY -8.05% (-$186.0K)
GENTEX CORP(GNTXcusip371901109)	87.2K	QoQ -0.57% (-500) YoY -1.69% (-1.5K)	All Managers (Combined)	$2.0M	0.1% ($2.0M/$2.5B)	QoQ -19.36% (-$487.9K) YoY -36.58% (-$1.2M)