Azimuth Capital Investment Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Azimuth Capital Investment Management LLC reported 313 stock positions worth $3.0 billion. Its top holding was Apple (AAPL) at 4.4% of the portfolio, followed by Nvidia (NVDA, 4.2%) and Broadcom (AVGO, 3.2%). Compared with Q1 2026, it opened 25 new positions, sold out of 14, added to 55 and reduced 186. The biggest buy was a new position in Old Dominion Freight Line (ODFL) and the biggest sale an exit from Autodesk (ADSK).
- Most Recent 13F
- Q2 2026
- Location
- BLOOMFIELD HILLS, MI
- CIK
- 0001942364
- Portfolio Value
- $3.0B (Q2 2026)
- SEC Filing
- 0001942364-26-000003 ↗ filed Aug 12, 2026
Holdings Value
Holdings 313 stocks · $3.0B
| AAPL Apple Inc. | 4.37% | 447,943 | $129.6M | Reduce -1.5% |
| NVDA Nvidia Corp. | 4.17% | 617,650 | $123.6M | Add +5.8% |
| AVGO Broadcom Inc. | 3.17% | 248,796 | $94.0M | Reduce -1.2% |
| MSFT Microsoft Corp. | 2.81% | 222,948 | $83.2M | Reduce -8.2% |
| GOOGL Alphabet Inc. Class A | 2.73% | 226,010 | $80.8M | Reduce -9.2% |
| LLY Eli Lilly & Co. | 2.49% | 61,611 | $73.9M | Reduce -7.5% |
| AMD Advanced Micro Devices | 2.24% | 114,423 | $66.5M | Reduce -13.5% |
| MPWR Monolithic Power Systems Inc. | 1.36% | 29,124 | $40.3M | Reduce -19.3% |
| GEV GE Vernova Inc. | 1.31% | 33,052 | $38.8M | Add +44.0% |
| MRVL Marvell Technology Inc. | 1.28% | 127,414 | $38.0M | Reduce -45.3% |
| PEP Pepsico Inc. | 1.18% | 257,953 | $34.9M | Reduce -6.2% |
| BAC Bank of America Corp. | 1.12% | 584,771 | $33.3M | Reduce -2.3% |
| ODFL Old Dominion Freight Line | 1.09% | 149,275 | $32.3M | New |
| HSY The Hershey Co. | 1.05% | 177,571 | $31.2M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 1.05% | 130,567 | $31.1M | Add +23.5% |
| JPM JPMorgan Chase & Co. | 1.05% | 94,747 | $31.0M | Reduce -2.4% |
| BNY Bank of New York Mellon Corp. | 1.02% | 209,578 | $30.3M | Reduce -4.1% |
| XOM Exxonmobil Holdings Corp. | 0.96% | 208,690 | $28.5M | Reduce -1.2% |
| PANW Palo Alto Networks Inc. | 0.93% | 81,069 | $27.6M | Add +23.6% |
| BA The Boeing Co. | 0.93% | 127,423 | $27.6M | Reduce -1.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.87% | 33,921 | $25.9M | Add +8.8% |
| WEC WEC Energy Group Inc. | 0.87% | 220,175 | $25.7M | Reduce -2.4% |
| ABBV Abbvie Inc. | 0.86% | 101,361 | $25.5M | Reduce -0.5% |
| UNH Unitedhealth Group Inc. | 0.85% | 60,311 | $25.1M | Add +134.3% |
| CVX Chevron Corp. | 0.83% | 148,458 | $24.6M | Reduce -1.2% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.83% | 529,279 | $24.6M | Reduce -0.5% |
| V Visa Inc. Class A | 0.82% | 71,235 | $24.4M | Reduce -11.8% |
| WMT Walmart Inc. | 0.81% | 210,958 | $23.9M | Reduce -2.4% |
| GNRC Generac Holdings Inc. | 0.80% | 80,589 | $23.6M | Reduce -2.8% |
| UNP Union Pacific Corp. | 0.78% | 84,566 | $23.0M | Add +89.7% |
| EUFN iShares MSCI Europe Financia | 0.77% | 586,140 | $22.9M | Reduce -1.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.77% | 47,818 | $22.8M | Reduce -2.3% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.75% | 11,239 | $22.4M | Reduce -1.6% |
| APH Amphenol Corp. Class A | 0.75% | 126,032 | $22.2M | Reduce -3.4% |
| EEM iShares MSCI Emerging Market | 0.73% | 314,986 | $21.5M | Reduce -1.7% |
| META Meta Platforms Inc. Class A | 0.73% | 38,210 | $21.5M | Reduce -3.1% |
| JNJ Johnson & Johnson | 0.72% | 84,238 | $21.4M | Reduce -4.4% |
| YUM Yum! Brands Inc. | 0.71% | 132,530 | $21.2M | Reduce -7.9% |
| XEL Xcel Energy Inc. | 0.71% | 261,474 | $21.0M | Add +0.0% |
| COST Costco Wholesale Corp. | 0.71% | 22,381 | $20.9M | Reduce -1.9% |
| WCC Wesco International Inc. | 0.70% | 59,754 | $20.6M | Reduce -3.3% |
| FAST Fastenal Co. | 0.69% | 426,187 | $20.5M | Reduce -1.1% |
| ROKU Roku Inc. | 0.68% | 145,768 | $20.1M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.66% | 69,295 | $19.5M | Reduce -2.1% |
| CMI Cummins Inc. | 0.65% | 27,079 | $19.3M | Reduce -0.3% |
| MRAAY Murata Manufactur-Unspon ADR | 0.65% | 547,502 | $19.2M | Reduce -56.4% |
| NBIX Neurocrine Biosciences Inc. | 0.64% | 112,466 | $19.0M | Reduce -7.6% |
| EW Edwards Lifesciences Corp. | 0.61% | 201,325 | $18.2M | Reduce -9.9% |
| JCI Johnson Controls Internation | 0.61% | 123,777 | $18.1M | Reduce -0.6% |
| NOK Nokia Corp.-Spon ADR | 0.61% | 1,356,215 | $18.0M | Reduce -8.1% |
| TXN Texas Instruments Inc. | 0.60% | 60,058 | $17.9M | Add +0.3% |
| ABNB Airbnb Inc. Class A | 0.60% | 124,132 | $17.8M | Reduce -1.6% |
| GD General Dynamics Corp. | 0.60% | 50,127 | $17.8M | Reduce -1.6% |
| SYK Stryker Corp. | 0.59% | 55,537 | $17.5M | Add +4.0% |
| WFC Wells Fargo & Co. | 0.58% | 208,294 | $17.2M | Reduce -39.8% |
| CASY Casey's General Stores Inc. | 0.58% | 21,590 | $17.2M | Reduce -4.7% |
| CB Chubb Ltd. | 0.57% | 49,752 | $17.0M | Reduce -1.3% |
| MRK Merck & Co. Inc. | 0.56% | 129,218 | $16.6M | Reduce -2.5% |
| CSCO Cisco Systems Inc. | 0.54% | 137,385 | $16.1M | Reduce -6.7% |
| CPAY Corpay Inc. | 0.54% | 47,932 | $16.0M | Reduce -8.2% |
| CTVA Corteva Inc. | 0.54% | 188,329 | $15.9M | Reduce -1.9% |
| HEI Heico Corp. | 0.54% | 44,561 | $15.9M | Reduce -3.9% |
| PNC PNC Financial Services Group | 0.53% | 63,769 | $15.7M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.52% | 41,985 | $15.5M | Reduce -0.3% |
| HD Home Depot Inc. | 0.50% | 42,380 | $14.9M | Reduce -0.9% |
| STT State Street Corp. | 0.50% | 87,521 | $14.8M | Reduce -14.3% |
| ROST Ross Stores Inc. | 0.50% | 69,199 | $14.7M | Reduce -1.2% |
| C Citigroup Inc. | 0.49% | 103,928 | $14.5M | Reduce -24.5% |
| LIN Linde PLC | 0.48% | 27,468 | $14.3M | Reduce -1.6% |
| CVS CVS Health Corp. | 0.47% | 135,609 | $14.0M | Add +25.1% |
| KO The Coca-Cola Co. | 0.43% | 155,777 | $12.7M | Reduce -0.2% |
| RSG Republic Services Inc. | 0.42% | 58,658 | $12.5M | Reduce -11.9% |
| MA Mastercard Inc. Class A | 0.41% | 23,876 | $12.3M | Reduce -33.6% |
| DUK Duke Energy Corp. | 0.41% | 96,334 | $12.2M | Add +0.4% |
| GILD Gilead Sciences Inc. | 0.41% | 95,985 | $12.1M | Reduce -0.5% |
| BLK BlackRock Inc. | 0.41% | 12,500 | $12.0M | Reduce -1.8% |
| VZ Verizon Communications Inc. | 0.40% | 282,857 | $12.0M | Add +1.4% |
| DSCSY Disco Corp.-Unsponsored ADR | 0.40% | 237,250 | $11.9M | New |
| SHW The Sherwin-Williams Co. | 0.40% | 34,342 | $11.8M | Reduce -0.1% |
| SBUX Starbucks Corp. | 0.40% | 115,283 | $11.8M | Reduce -1.4% |
| GIL Gildan Activewear Inc. | 0.39% | 225,939 | $11.7M | Reduce -38.8% |
| SBGSY Schneider Elect SE-Unsp ADR | 0.39% | 178,099 | $11.6M | New |
| CFRUY Cie Financiere Rich-Unsp ADR filed as COMPAGNIE FINANCIERE RICHEMONT | 0.39% | 501,500 | $11.6M | New |
| FCX Freeport-McMoran Inc. | 0.38% | 180,937 | $11.4M | New |
| TMO Thermo Fisher Scientific Inc. | 0.38% | 22,225 | $11.1M | Reduce -7.3% |
| ISRG Intuitive Surgical Inc. | 0.37% | 27,850 | $11.1M | Reduce -9.3% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.37% | 193,515 | $11.0M | Reduce -1.9% |
| MSCI MSCI Inc. | 0.37% | 19,685 | $11.0M | Reduce -3.7% |
| AZN Astrazeneca PLC | 0.37% | 57,300 | $10.9M | Reduce -2.1% |
| PG The Procter & Gamble Co. | 0.36% | 72,528 | $10.6M | Reduce -0.1% |
| RMD Resmed Inc. | 0.36% | 54,490 | $10.6M | Add +0.4% |
| DSDVY DSV A/S - Unsp ADR | 0.36% | 89,431 | $10.6M | Reduce -1.9% |
| BND Vanguard Total Bond Market | 0.36% | 144,200 | $10.6M | Add +0.8% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.36% | 128,392 | $10.6M | Add +0.4% |
| MDLZ Mondelez International Inc. Class A | 0.35% | 179,951 | $10.4M | Reduce -2.3% |
| PFG Principal Financial Group | 0.35% | 96,346 | $10.4M | Reduce -1.4% |
| SO The Southern Co. | 0.34% | 104,184 | $10.0M | Reduce -2.8% |
| AXON Axon Enterprise Inc. | 0.33% | 17,613 | $9.9M | Reduce -4.3% |
| TRNO Terreno Realty Corp. | 0.33% | 152,393 | $9.9M | Reduce -4.2% |
| WELL Welltower Inc. | 0.33% | 43,391 | $9.8M | Reduce -0.4% |
Portfolio Sells Q1 2026 → Q2 2026
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.59 |
| MSFT Microsoft Corp. | Reduce -8.2% | 2.81% | −0.58 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.46 |
| ORCL Oracle Corp. | Reduce -65.7% | 0.20% | −0.46 |
| WFC Wells Fargo & Co. | Reduce -39.8% | 0.58% | −0.46 |
| PEP Pepsico Inc. | Reduce -6.2% | 1.18% | −0.43 |
| XOM Exxonmobil Holdings Corp. | Reduce -1.2% | 0.96% | −0.39 |
| GIL Gildan Activewear Inc. | Reduce -38.8% | 0.39% | −0.38 |
| HSY The Hershey Co. | Reduce -1.3% | 1.05% | −0.36 |
| CVX Chevron Corp. | Reduce -1.2% | 0.83% | −0.34 |
| NTDOY Nintendo Co. Ltd.-Unspons ADR | Sold out | 0.00% | −0.32 |
| IDXX Idexx Laboratories Inc. | Reduce -40.1% | 0.32% | −0.32 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.31 |
| MA Mastercard Inc. Class A | Reduce -33.6% | 0.41% | −0.26 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.23 |
| WMT Walmart Inc. | Reduce -2.4% | 0.81% | −0.20 |
| EWJ iShares MSCI Japan ETF | Reduce -47.6% | 0.22% | −0.20 |
| SLB SLB Ltd. | Reduce -0.5% | 0.83% | −0.20 |
| MTUAY Mtu Aero Engines-Unspon ADR | Sold out | 0.00% | −0.19 |
| WMMVY Walmart DE Mexico-Spon ADR V | Sold out | 0.00% | −0.19 |
| CME Cme Group Inc. | Reduce -31.7% | 0.16% | −0.19 |
| NFLX Netflix Inc. | Reduce -12.5% | 0.22% | −0.16 |
| ISRG Intuitive Surgical Inc. | Reduce -9.3% | 0.37% | −0.16 |
| CLX Clorox Company | Reduce -53.4% | 0.10% | −0.15 |
| HDB HDFC Bank Ltd.-ADR | Sold out | 0.00% | −0.15 |
| COST Costco Wholesale Corp. | Reduce -1.9% | 0.71% | −0.15 |
| TMUS T-Mobile US Inc. | Reduce -4.2% | 0.32% | −0.14 |
| EADSY Airbus SE - Unsp ADR | Reduce -46.0% | 0.20% | −0.14 |
| MDT Medtronic PLC | Reduce -25.0% | 0.21% | −0.13 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.13 |
| YUM Yum! Brands Inc. | Reduce -7.9% | 0.71% | −0.13 |
| RSG Republic Services Inc. | Reduce -11.9% | 0.42% | −0.13 |
| MPWR Monolithic Power Systems Inc. | Reduce -19.3% | 1.36% | −0.13 |
| META Meta Platforms Inc. Class A | Reduce -3.1% | 0.73% | −0.12 |
| WEC WEC Energy Group Inc. | Reduce -2.4% | 0.87% | −0.12 |
| NOW ServiceNow Inc. | Reduce -22.1% | 0.23% | −0.11 |
| CAT Caterpillar Inc. | Reduce -56.7% | 0.16% | −0.11 |
| PFE Pfizer Inc. | Reduce -0.8% | 0.32% | −0.10 |
| GILD Gilead Sciences Inc. | Reduce -0.5% | 0.41% | −0.10 |
| C Citigroup Inc. | Reduce -24.5% | 0.49% | −0.10 |
| V Visa Inc. Class A | Reduce -11.8% | 0.82% | −0.09 |
| VEEV Veeva Systems Inc. Class A | Reduce -22.5% | 0.21% | −0.09 |
| JNJ Johnson & Johnson | Reduce -4.4% | 0.72% | −0.09 |
| UBER Uber Technologies Inc. | Reduce -14.1% | 0.29% | −0.08 |
| ROST Ross Stores Inc. | Reduce -1.2% | 0.50% | −0.07 |
| EXPGY Experian PLC-Spons ADR | Reduce -34.6% | 0.10% | −0.07 |
| AZN Astrazeneca PLC | Reduce -2.1% | 0.37% | −0.07 |
| TMO Thermo Fisher Scientific Inc. | Reduce -7.3% | 0.38% | −0.07 |
| CTVA Corteva Inc. | Reduce -1.9% | 0.54% | −0.07 |
| MCD McDonald's Corp. | Reduce -2.1% | 0.21% | −0.07 |
Portfolio Buys Q1 2026 → Q2 2026
| ODFL Old Dominion Freight Line | New | 1.09% | +1.09 |
| ROKU Roku Inc. | New | 0.68% | +0.68 |
| UNH Unitedhealth Group Inc. | Add +134.3% | 0.85% | +0.58 |
| GEV GE Vernova Inc. | Add +44.0% | 1.31% | +0.56 |
| PANW Palo Alto Networks Inc. | Add +23.6% | 0.93% | +0.54 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +8.8% | 0.87% | +0.42 |
| DSCSY Disco Corp.-Unsponsored ADR | New | 0.40% | +0.40 |
| SBGSY Schneider Elect SE-Unsp ADR | New | 0.39% | +0.39 |
| CFRUY Cie Financiere Rich-Unsp ADR | New | 0.39% | +0.39 |
| FCX Freeport-McMoran Inc. | New | 0.38% | +0.38 |
| UNP Union Pacific Corp. | Add +89.7% | 0.78% | +0.37 |
| NVDA Nvidia Corp. | Add +5.8% | 4.17% | +0.34 |
| SAIA Saia Inc. | New | 0.33% | +0.33 |
| ARM Arm Holdings PLC-ADR | New | 0.30% | +0.30 |
| REGN Regeneron Pharmaceuticals | New | 0.25% | +0.25 |
| AMZN Amazon.com Inc. | Add +23.5% | 1.05% | +0.22 |
| IDEXY Inditex-Unspon ADR | New | 0.19% | +0.19 |
| EPOAY Epiroc AB-Spon ADR | New | 0.19% | +0.19 |
| CVS CVS Health Corp. | Add +25.1% | 0.47% | +0.18 |
| TXN Texas Instruments Inc. | Add +0.3% | 0.60% | +0.17 |
| BEN Franklin Templeton Inc. | New | 0.15% | +0.15 |
| CPYYY Centrica PLC-SP ADR | New | 0.14% | +0.14 |
| HAGHY Hensoldt AG - Unsp ADR | New | 0.13% | +0.13 |
| EMN Eastman Chemical Co. | New | 0.13% | +0.13 |
| BUD Anheuser-Busch Inbev-SPN ADR | Add +0.4% | 0.36% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +1.8% | 0.19% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +17.1% | 0.08% | +0.02 |
| GE General Electric | Add +0.3% | 0.09% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +12.8% | 0.05% | +0.01 |
| KLIC Kulicke & Soffa Industries | New | 0.01% | +0.01 |
| PSA Public Storage | Add +1.1% | 0.14% | +0.01 |
| ILMN Illumina Inc. | New | 0.01% | +0.01 |
| AMBQ Ambiq Micro Inc. | New | 0.01% | +0.01 |
| HEI.A Heico Corp. Class A | New | 0.01% | +0.01 |
| MCHP Microchip Technology Inc. | New | 0.01% | +0.01 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | New | 0.01% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.01% | +0.01 |
| LECO Lincoln Electric Holdings | New | 0.01% | +0.01 |
| CR Crane Co. | New | 0.01% | +0.01 |
| ITOT iShares Core S&P Total U.S. | New | 0.01% | +0.01 |
| ADP Automatic Data Processing | Add +3.3% | 0.24% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +2.0% | 0.23% | +0.00 |
| NDSN Nordson Corp. | Add +0.2% | 0.12% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.0% | 0.03% | +0.00 |
| REGL Prshrs S&P Mid 400 DVD Arist | Add +18.7% | 0.01% | +0.00 |
| SHOP Shopify Inc. Class A | Add +22.3% | 0.02% | +0.00 |
| FDXF FedEx Freight Holding Co. | Add +19.9% | 0.01% | +0.00 |
| EVR Evercore Inc. Class A | Add +1.7% | 0.01% | +0.00 |
| FHN First Horizon Corp. | Add +1.2% | 0.02% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +3.6% | 0.01% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 313 | $3.0B | AAPL, NVDA, AVGO, MSFT, GOOGL |
| Q1 2026 | 300 | $2.7B | AAPL, NVDA, MSFT, AVGO, GOOGL |
| Q4 2025 | 307 | $2.8B | MSFT, AAPL, NVDA, AVGO, GOOGL |
| Q3 2025 | 298 | $2.8B | MSFT, NVDA, AAPL, AVGO, GOOGL |
| Q2 2025 | 299 | $2.7B | MSFT, NVDA, AAPL, AVGO, LLY |
| Q1 2025 | 302 | $2.5B | AAPL, MSFT, NVDA, LLY, GOOGL |
| Q4 2024 | 300 | $2.6B | AAPL, NVDA, MSFT, GOOGL, LLY |
| Q3 2024 | 303 | $2.6B | AAPL, MSFT, NVDA, GOOGL, AVGO |
| Q2 2024 | 304 | $2.5B | NVDA, MSFT, AAPL, MRK, GOOGL |
| Q1 2024 | 308 | $2.4B | MSFT, NVDA, AAPL, MRK, GOOGL |