Azimuth Capital Investment Management LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Azimuth Capital Investment Management LLC reported 308 stock positions worth $2.4 billion. Its top holding was Microsoft (MSFT) at 3.7% of the portfolio, followed by Nvidia (NVDA, 3.0%) and Apple (AAPL, 2.4%). Compared with Q4 2023, it opened 15 new positions, sold out of 9, added to 105 and reduced 160. The biggest buy was BlackRock Finance (BLK, shares +157%) and the biggest sale Apple (AAPL, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- BLOOMFIELD HILLS, MI
- CIK
- 0001942364
- Portfolio Value
- $2.4B (Q1 2024)
- SEC Filing
- 0001942364-24-000002 ↗ filed May 14, 2024
Holdings Value
Holdings 308 stocks · $2.4B
| MSFT Microsoft Corp. | 3.70% | 213,283 | $89.7M | Add +0.3% |
| NVDA Nvidia Corp. | 3.03% | 81,149 | $73.3M | Reduce -11.1% |
| AAPL Apple Inc. | 2.36% | 333,941 | $57.3M | Reduce -2.8% |
| MRK Merck & Co. Inc. | 2.05% | 376,099 | $49.6M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 1.85% | 296,523 | $44.8M | Add +11.0% |
| AMZN Amazon.com Inc. | 1.67% | 223,795 | $40.4M | Add +27.7% |
| LLY Eli Lilly & Co. | 1.49% | 46,275 | $36.0M | Reduce -7.4% |
| V Visa Inc. Class A | 1.40% | 121,627 | $33.9M | Reduce -0.3% |
| SYK Stryker Corp. | 1.39% | 93,921 | $33.6M | Add +2.5% |
| AVGO Broadcom Inc. | 1.38% | 25,304 | $33.5M | Reduce -35.5% |
| META Meta Platforms Inc. Class A | 1.36% | 67,645 | $32.8M | Reduce -9.8% |
| PEP Pepsico Inc. | 1.35% | 187,171 | $32.8M | Reduce -1.4% |
| LIN Linde PLC | 1.26% | 65,749 | $30.5M | Add +0.8% |
| APH Amphenol Corp. Class A | 1.26% | 264,114 | $30.5M | Add +48.2% |
| BAH Booz Allen Hamilton Holdings | 1.14% | 185,837 | $27.6M | Reduce -6.8% |
| MLM Martin Marietta Materials | 1.12% | 44,188 | $27.1M | Reduce -16.9% |
| MPWR Monolithic Power Systems Inc. | 1.12% | 39,912 | $27.0M | Add +57.2% |
| BLK BlackRock Finance Inc. | 1.11% | 32,302 | $26.9M | Add +157.2% |
| NOW ServiceNow Inc. | 1.11% | 35,169 | $26.8M | Add +0.2% |
| AXON Axon Enterprise Inc. | 1.05% | 81,571 | $25.5M | Reduce -16.8% |
| XOM Exxon Mobil Corp. | 1.02% | 213,413 | $24.8M | Reduce -2.6% |
| JPM JPMorgan Chase & Co. | 0.98% | 118,814 | $23.8M | Reduce -7.5% |
| RSG Republic Services Inc. | 0.98% | 124,231 | $23.8M | Reduce -1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.98% | 124,414 | $23.8M | Reduce -4.3% |
| COST Costco Wholesale Corp. | 0.97% | 32,062 | $23.5M | Reduce -0.7% |
| GD General Dynamics Corp. | 0.96% | 82,105 | $23.2M | Add +1.3% |
| CB Chubb Ltd. | 0.94% | 87,828 | $22.8M | Reduce -0.8% |
| CDW CDW Corp. | 0.92% | 87,093 | $22.3M | Reduce -5.6% |
| SHW The Sherwin-Williams Co. | 0.92% | 64,129 | $22.3M | Add +0.9% |
| DXCM Dexcom Inc. | 0.89% | 155,813 | $21.6M | Add +13.9% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.86% | 379,241 | $20.8M | Reduce -1.4% |
| CMG Chipotle Mexican Grill Inc. | 0.85% | 7,054 | $20.5M | Add +0.7% |
| MA Mastercard Inc. Class A | 0.82% | 41,074 | $19.8M | Add +0.1% |
| WMT Walmart Inc. | 0.81% | 324,862 | $19.5M | Reduce -4.7% |
| ROST Ross Stores Inc. | 0.80% | 131,562 | $19.3M | Add +0.8% |
| FAST Fastenal Co. | 0.79% | 249,542 | $19.2M | Reduce -0.3% |
| CRM Salesforce Inc. | 0.79% | 63,463 | $19.1M | Reduce -8.7% |
| MDLZ Mondelez International Inc. Class A | 0.79% | 271,825 | $19.0M | Reduce -0.1% |
| ISRG Intuitive Surgical Inc. | 0.78% | 47,096 | $18.8M | Reduce -9.8% |
| HEI Heico Corp. | 0.76% | 96,860 | $18.5M | Add +4.0% |
| HD Home Depot Inc. | 0.74% | 46,499 | $17.8M | Reduce -1.2% |
| XYL Xylem Inc. | 0.72% | 135,720 | $17.5M | Add +3.6% |
| UNH Unitedhealth Group Inc. | 0.71% | 34,969 | $17.3M | Add +1.3% |
| PANW Palo Alto Networks Inc. | 0.70% | 59,730 | $17.0M | Reduce -31.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.70% | 52,875 | $17.0M | Add +30.8% |
| SBUX Starbucks Corp. | 0.69% | 183,677 | $16.8M | Add +1.0% |
| STZ Constellation Brands Inc. Class A | 0.69% | 61,663 | $16.8M | Add +0.6% |
| MSCI MSCI Inc. | 0.68% | 29,513 | $16.5M | Add +90.1% |
| JNJ Johnson & Johnson | 0.68% | 103,593 | $16.4M | Reduce -4.4% |
| WDAY Workday Inc. Class A | 0.65% | 58,025 | $15.8M | Add +0.8% |
| ABBV Abbvie Inc. | 0.65% | 86,312 | $15.7M | Reduce -0.4% |
| TYL Tyler Technologies Inc. | 0.65% | 36,981 | $15.7M | Add +99.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.58% | 103,627 | $14.1M | Reduce -10.4% |
| PEN Penumbra Inc. | 0.58% | 62,650 | $14.0M | Reduce -5.4% |
| PFE Pfizer Inc. | 0.55% | 484,072 | $13.4M | Add +0.1% |
| BA The Boeing Co. | 0.55% | 69,459 | $13.4M | Reduce -0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.55% | 108,813 | $13.3M | Reduce -6.5% |
| RMD Resmed Inc. | 0.54% | 66,470 | $13.2M | Reduce -0.5% |
| EWJ iShares MSCI Japan ETF | 0.53% | 178,518 | $12.7M | Add +0.3% |
| GLOB Globant SA | 0.52% | 62,610 | $12.6M | Reduce -0.3% |
| PG The Procter & Gamble Co. | 0.52% | 77,452 | $12.6M | Reduce -1.3% |
| CVX Chevron Corp. | 0.52% | 79,251 | $12.5M | Reduce -0.2% |
| WST West Pharmaceutical Services | 0.51% | 31,026 | $12.3M | Reduce -4.7% |
| MELI MercadoLibre Inc. | 0.51% | 8,100 | $12.2M | Add +0.9% |
| GPN Global Payments Inc. | 0.48% | 87,091 | $11.6M | Add +3.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.48% | 11,937 | $11.6M | Reduce -0.3% |
| CPAY Corpay Inc. | 0.47% | 36,980 | $11.4M | Reduce -11.2% |
| MRSH Marsh & McLennan Cos | 0.46% | 54,224 | $11.2M | Reduce -45.6% |
| ACN Accenture PLC Class A | 0.46% | 31,906 | $11.1M | Add +1.4% |
| ZTS Zoetis Inc. | 0.45% | 65,037 | $11.0M | Reduce -33.0% |
| TGT Target Corp. | 0.45% | 61,860 | $11.0M | Add +4.8% |
| INTU Intuit Inc. | 0.45% | 16,825 | $10.9M | Add +0.4% |
| RGA Reinsurance Group of America | 0.45% | 55,985 | $10.8M | Reduce -50.2% |
| ADP Automatic Data Processing | 0.44% | 42,229 | $10.5M | Reduce -1.3% |
| CASY Casey's General Stores Inc. | 0.43% | 32,843 | $10.5M | Add +6.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.42% | 175,280 | $10.1M | Add +1.0% |
| INTC Intel Corp. | 0.42% | 227,983 | $10.1M | Reduce -1.1% |
| IDXX Idexx Laboratories Inc. | 0.41% | 18,284 | $9.9M | Reduce -0.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.40% | 37,681 | $9.8M | Add +5.6% |
| EUFN iShares MSCI Europe Financia | 0.40% | 425,197 | $9.7M | Reduce -3.0% |
| NICE Nice Ltd. - Spon ADR | 0.40% | 36,869 | $9.6M | Add +66.9% |
| ROP Roper Technologies Inc. | 0.39% | 17,028 | $9.5M | Add +4.6% |
| AMD Advanced Micro Devices | 0.39% | 52,706 | $9.5M | Add +3145.4% |
| ICLR Icon PLC | 0.39% | 28,259 | $9.5M | Add +3.6% |
| LULU Lululemon Athletica Inc. | 0.39% | 24,055 | $9.4M | Add +8.2% |
| MCD McDonald's Corp. | 0.38% | 32,954 | $9.3M | Reduce -4.4% |
| TTNDY Techtronic Industries-SP ADR | 0.38% | 136,175 | $9.2M | Add +124.2% |
| UNP Union Pacific Corp. | 0.38% | 37,140 | $9.1M | Reduce -0.2% |
| VRTX Vertex Pharmaceuticals Inc. | 0.37% | 21,624 | $9.0M | Reduce -48.6% |
| CSCO Cisco Systems Inc. | 0.37% | 179,446 | $9.0M | Reduce -24.5% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.37% | 102,382 | $9.0M | Reduce -4.2% |
| NBIX Neurocrine Biosciences Inc. | 0.37% | 64,539 | $8.9M | New |
| ICE Intercontinental Exchange Inc. | 0.37% | 64,669 | $8.9M | New |
| VZ Verizon Communications Inc. | 0.36% | 209,169 | $8.8M | Add +2.2% |
| CMCSA Comcast Corp. Class A | 0.36% | 201,838 | $8.7M | Add +1.7% |
| FISV Fiserv Inc. | 0.36% | 54,137 | $8.7M | New |
| A Agilent Technologies Inc. | 0.36% | 59,222 | $8.6M | Reduce -6.8% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.36% | 178,320 | $8.6M | Reduce -0.0% |
| EMR Emerson Electric Co. | 0.35% | 75,320 | $8.5M | Reduce -2.4% |
| VEEV Veeva Systems Inc. Class A | 0.35% | 36,513 | $8.5M | Reduce -1.4% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -2.8% | 2.36% | −0.62 |
| AVGO Broadcom Inc. | Reduce -35.5% | 1.38% | −0.59 |
| PANW Palo Alto Networks Inc. | Reduce -31.1% | 0.70% | −0.45 |
| GGG Graco Inc. | Sold out | 0.00% | −0.43 |
| ZTS Zoetis Inc. | Reduce -33.0% | 0.45% | −0.41 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -48.6% | 0.37% | −0.40 |
| MRSH Marsh & McLennan Cos | Reduce -45.6% | 0.46% | −0.39 |
| RGA Reinsurance Group of America | Reduce -50.2% | 0.45% | −0.38 |
| BA The Boeing Co. | Reduce -0.1% | 0.55% | −0.26 |
| OMAB Grupo Aeroportuario Cen-ADR | Sold out | 0.00% | −0.22 |
| KHC The Kraft Heinz Co. | Reduce -93.5% | 0.01% | −0.22 |
| MGA Magna International Inc. | Reduce -24.8% | 0.32% | −0.18 |
| PEN Penumbra Inc. | Reduce -5.4% | 0.58% | −0.17 |
| CSCO Cisco Systems Inc. | Reduce -24.5% | 0.37% | −0.17 |
| NEM Newmont Corp. | Reduce -91.8% | 0.01% | −0.16 |
| VOO Vanguard S&P 500 ETF | Reduce -87.1% | 0.02% | −0.16 |
| GLOB Globant SA | Reduce -0.3% | 0.52% | −0.15 |
| GILD Gilead Sciences Inc. | Reduce -14.4% | 0.33% | −0.14 |
| LMT Lockheed Martin Corp. | Reduce -32.6% | 0.19% | −0.11 |
| INTC Intel Corp. | Reduce -1.1% | 0.42% | −0.11 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.1% | 0.79% | −0.10 |
| PEP Pepsico Inc. | Reduce -1.4% | 1.35% | −0.10 |
| VLO Valero Energy Corp. | Reduce -84.5% | 0.02% | −0.10 |
| JNJ Johnson & Johnson | Reduce -4.4% | 0.68% | −0.09 |
| AXON Axon Enterprise Inc. | Reduce -16.8% | 1.05% | −0.09 |
| WHR Whirlpool Corp. | Sold out | 0.00% | −0.08 |
| CCOI Cogent Communications Holdin | Reduce -10.7% | 0.20% | −0.08 |
| MCD McDonald's Corp. | Reduce -4.4% | 0.38% | −0.08 |
| MLM Martin Marietta Materials | Reduce -16.9% | 1.12% | −0.08 |
| ROK Rockwell Automation Inc. | Reduce -7.7% | 0.29% | −0.08 |
| TCEHY Tencent Holdings Ltd.-Uns ADR | Reduce -12.5% | 0.34% | −0.07 |
| PSA Public Storage | Reduce -31.7% | 0.10% | −0.07 |
| WBA Walgreens Boots Alliance Inc. | Reduce -22.6% | 0.10% | −0.07 |
| CSGP Costar Group Inc. | Reduce -17.4% | 0.31% | −0.06 |
| CPAY Corpay Inc. | Reduce -11.2% | 0.47% | −0.06 |
| HON Honeywell International Inc. | Reduce -17.0% | 0.15% | −0.05 |
| IDXX Idexx Laboratories Inc. | Reduce -0.4% | 0.41% | −0.05 |
| IRM Iron Mountain Inc. | Reduce -20.7% | 0.25% | −0.05 |
| SLB SLB Ltd. | Reduce -1.4% | 0.86% | −0.04 |
| SHEL Shell PLC-ADR | Reduce -12.0% | 0.20% | −0.04 |
| A Agilent Technologies Inc. | Reduce -6.8% | 0.36% | −0.04 |
| KMB Kimberly-Clark Corp. | Reduce -12.7% | 0.24% | −0.04 |
| TTC Toro Co. | Reduce -18.4% | 0.10% | −0.04 |
| WEC WEC Energy Group Inc. | Reduce -1.8% | 0.27% | −0.04 |
| CRM Salesforce Inc. | Reduce -8.7% | 0.79% | −0.04 |
| UNP Union Pacific Corp. | Reduce -0.2% | 0.38% | −0.04 |
| CAH Cardinal Health Inc. | Reduce -32.4% | 0.08% | −0.03 |
| T AT&T Inc. | Reduce -12.8% | 0.16% | −0.03 |
| V Visa Inc. Class A | Reduce -0.3% | 1.40% | −0.03 |
| TSLA Tesla Inc. | Reduce -56.2% | 0.01% | −0.03 |
Portfolio Buys Q4 2023 → Q1 2024
| BLK BlackRock Finance Inc. | Add +157.2% | 1.11% | +0.65 |
| AMZN Amazon.com Inc. | Add +27.7% | 1.67% | +0.47 |
| APH Amphenol Corp. Class A | Add +48.2% | 1.26% | +0.46 |
| MPWR Monolithic Power Systems Inc. | Add +57.2% | 1.12% | +0.39 |
| AMD Advanced Micro Devices | Add +3145.4% | 0.39% | +0.38 |
| NBIX Neurocrine Biosciences Inc. | New | 0.37% | +0.37 |
| ICE Intercontinental Exchange Inc. | New | 0.37% | +0.37 |
| FISV Fiserv Inc. | New | 0.36% | +0.36 |
| TYL Tyler Technologies Inc. | Add +99.5% | 0.65% | +0.30 |
| MSCI MSCI Inc. | Add +90.1% | 0.68% | +0.29 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +30.8% | 0.70% | +0.23 |
| STT State Street Corp. | New | 0.22% | +0.22 |
| TTNDY Techtronic Industries-SP ADR | Add +124.2% | 0.38% | +0.22 |
| PFG Principal Financial Group | New | 0.22% | +0.22 |
| MRK Merck & Co. Inc. | Add +0.3% | 2.05% | +0.20 |
| SO The Southern Co. | Add +282.4% | 0.28% | +0.20 |
| NICE Nice Ltd. - Spon ADR | Add +66.9% | 0.40% | +0.20 |
| GOOGL Alphabet Inc. Class A | Add +11.0% | 1.85% | +0.16 |
| RSP Invesco S&P 500 Equal Weight | New | 0.16% | +0.16 |
| BAM Brookfield Asset Mgmt-A | Add +97.6% | 0.33% | +0.16 |
| SYK Stryker Corp. | Add +2.5% | 1.39% | +0.15 |
| DXCM Dexcom Inc. | Add +13.9% | 0.89% | +0.13 |
| CMG Chipotle Mexican Grill Inc. | Add +0.7% | 0.85% | +0.12 |
| EADSY Airbus SE - Unsp ADR | Add +53.9% | 0.29% | +0.12 |
| MSFT Microsoft Corp. | Add +0.3% | 3.70% | +0.10 |
| DUK Duke Energy Corp. | Add +45.3% | 0.34% | +0.08 |
| CME Cme Group Inc. | Add +112.1% | 0.16% | +0.08 |
| EXPGY Experian PLC-Spons ADR | Add +42.6% | 0.27% | +0.08 |
| TGT Target Corp. | Add +4.8% | 0.45% | +0.07 |
| LIN Linde PLC | Add +0.8% | 1.26% | +0.05 |
| XYL Xylem Inc. | Add +3.6% | 0.72% | +0.05 |
| CASY Casey's General Stores Inc. | Add +6.2% | 0.43% | +0.05 |
| HSY The Hershey Co. | Add +86.0% | 0.11% | +0.05 |
| CTVA Corteva Inc. | Add +7.5% | 0.30% | +0.05 |
| ICLR Icon PLC | Add +3.6% | 0.39% | +0.04 |
| BMO Bank of Montreal | Add +35.4% | 0.21% | +0.04 |
| TEAM Atlassian Corp. Class A | Add +51.3% | 0.29% | +0.04 |
| MA Mastercard Inc. Class A | Add +0.1% | 0.82% | +0.03 |
| SHW The Sherwin-Williams Co. | Add +0.9% | 0.92% | +0.03 |
| STZ Constellation Brands Inc. Class A | Add +0.6% | 0.69% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +5.6% | 0.40% | +0.02 |
| VZ Verizon Communications Inc. | Add +2.2% | 0.36% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.01% | +0.01 |
| HEI Heico Corp. | Add +4.0% | 0.76% | +0.01 |
| EWJ iShares MSCI Japan ETF | Add +0.3% | 0.53% | +0.01 |
| VXF Vanguard Extended Market ETF | New | 0.01% | +0.01 |
| CEG Constellation Energy | New | 0.01% | +0.01 |
| IAU iShares Gold Trust | Add +40.2% | 0.04% | +0.01 |
| BNY Bank of New York Mellon Corp. | Add +1.0% | 0.42% | +0.01 |
| GLW Corning Inc. | New | 0.01% | +0.01 |
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 |