Azimuth Capital Investment Management LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Azimuth Capital Investment Management LLC reported 300 stock positions worth $2.6 billion. Its top holding was Apple (AAPL) at 4.4% of the portfolio, followed by Nvidia (NVDA, 3.9%) and Microsoft (MSFT, 3.6%). Compared with Q3 2024, it opened 5 new positions, sold out of 8, added to 98 and reduced 148. The biggest buy was Wells Fargo (WFC, shares +888%) and the biggest sale General Dynamics (GD, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- BLOOMFIELD HILLS, MI
- CIK
- 0001942364
- Portfolio Value
- $2.6B (Q4 2024)
- SEC Filing
- 0001942364-25-000001 ↗ filed Feb 13, 2025
Holdings Value
Holdings 300 stocks · $2.6B
| AAPL Apple Inc. | 4.40% | 452,009 | $113.2M | Reduce -1.9% |
| NVDA Nvidia Corp. | 3.88% | 742,971 | $99.8M | Reduce -1.7% |
| MSFT Microsoft Corp. | 3.56% | 217,329 | $91.6M | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 2.26% | 306,736 | $58.1M | Add +2.3% |
| LLY Eli Lilly & Co. | 1.95% | 64,843 | $50.1M | Add +53.5% |
| AMZN Amazon.com Inc. | 1.90% | 222,244 | $48.8M | Add +0.4% |
| AVGO Broadcom Inc. | 1.85% | 205,795 | $47.7M | Reduce -20.0% |
| APH Amphenol Corp. Class A | 1.50% | 554,172 | $38.5M | Add +0.5% |
| V Visa Inc. Class A | 1.43% | 116,611 | $36.9M | Add +25.3% |
| SYK Stryker Corp. | 1.34% | 95,402 | $34.3M | Add +1.0% |
| BLK BlackRock Inc. | 1.30% | 32,748 | $33.6M | Add +0.9% |
| FISV Fiserv Inc. | 1.29% | 162,095 | $33.3M | Reduce -0.8% |
| NOW ServiceNow Inc. | 1.26% | 30,567 | $32.4M | Reduce -11.3% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 1.24% | 413,822 | $31.8M | Add +28.8% |
| ICE Intercontinental Exchange Inc. | 1.17% | 201,380 | $30.0M | Add +53.7% |
| PEP Pepsico Inc. | 1.06% | 179,535 | $27.3M | Reduce -1.9% |
| UNH Unitedhealth Group Inc. | 1.06% | 53,866 | $27.2M | Add +1.1% |
| META Meta Platforms Inc. Class A | 1.05% | 45,933 | $26.9M | Reduce -32.0% |
| COST Costco Wholesale Corp. | 1.02% | 28,646 | $26.2M | Reduce -14.0% |
| JPM JPMorgan Chase & Co. | 1.02% | 109,307 | $26.2M | Reduce -2.6% |
| MRK Merck & Co. Inc. | 1.02% | 262,611 | $26.1M | Reduce -26.0% |
| WMT Walmart Inc. | 0.98% | 279,558 | $25.3M | Reduce -6.8% |
| RSG Republic Services Inc. | 0.97% | 123,811 | $24.9M | Reduce -0.6% |
| HEI Heico Corp. | 0.93% | 100,810 | $24.0M | Add +0.7% |
| TMUS T-Mobile US Inc. | 0.91% | 105,973 | $23.4M | Add +3.0% |
| WFC Wells Fargo & Co. | 0.87% | 317,575 | $22.3M | Add +887.8% |
| ISRG Intuitive Surgical Inc. | 0.86% | 42,232 | $22.0M | Add +6.9% |
| TYL Tyler Technologies Inc. | 0.85% | 37,901 | $21.9M | Add +2.1% |
| SHW The Sherwin-Williams Co. | 0.84% | 63,673 | $21.6M | Reduce -1.7% |
| XOM Exxon Mobil Corp. | 0.84% | 199,730 | $21.5M | Reduce -2.3% |
| WEC WEC Energy Group Inc. | 0.83% | 226,067 | $21.3M | Add +179.4% |
| AXON Axon Enterprise Inc. | 0.82% | 35,649 | $21.2M | Reduce -50.6% |
| ROST Ross Stores Inc. | 0.81% | 137,769 | $20.8M | Reduce -0.4% |
| MSCI MSCI Inc. | 0.81% | 34,720 | $20.8M | Add +80.7% |
| MPWR Monolithic Power Systems Inc. | 0.79% | 34,394 | $20.4M | Reduce -15.5% |
| ADSK Autodesk Inc. | 0.79% | 68,501 | $20.2M | Add +103.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.77% | 90,458 | $19.9M | Reduce -19.5% |
| MA Mastercard Inc. Class A | 0.77% | 37,723 | $19.9M | Add +1.5% |
| CPAY Corpay Inc. | 0.75% | 56,701 | $19.2M | Add +51.5% |
| ABBV Abbvie Inc. | 0.74% | 107,759 | $19.1M | Add +6.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.74% | 96,643 | $19.1M | Reduce -1.1% |
| CMG Chipotle Mexican Grill Inc. | 0.73% | 311,990 | $18.8M | Add +1.0% |
| BAH Booz Allen Hamilton Holdings | 0.71% | 141,068 | $18.2M | Reduce -1.3% |
| HD Home Depot Inc. | 0.68% | 44,725 | $17.4M | Add +0.2% |
| TRNO Terreno Realty Corp. | 0.68% | 293,835 | $17.4M | Add +0.2% |
| WDAY Workday Inc. Class A | 0.67% | 67,201 | $17.3M | Add +0.4% |
| BA The Boeing Co. | 0.65% | 93,959 | $16.6M | Add +39.9% |
| FAST Fastenal Co. | 0.62% | 220,561 | $15.9M | Reduce -2.5% |
| NBIX Neurocrine Biosciences Inc. | 0.61% | 115,308 | $15.7M | Reduce -0.1% |
| GD General Dynamics Corp. | 0.61% | 59,359 | $15.6M | Reduce -45.8% |
| CB Chubb Ltd. | 0.56% | 52,252 | $14.4M | Reduce -0.7% |
| CRM Salesforce Inc. | 0.55% | 42,333 | $14.2M | Reduce -0.2% |
| JNJ Johnson & Johnson | 0.55% | 97,143 | $14.0M | Reduce -1.3% |
| RMD Resmed Inc. | 0.54% | 61,160 | $14.0M | Reduce -1.9% |
| CASY Casey's General Stores Inc. | 0.54% | 34,985 | $13.9M | Add +2.1% |
| NFLX Netflix Inc. | 0.53% | 15,429 | $13.8M | Add +10.2% |
| PANW Palo Alto Networks Inc. | 0.50% | 70,954 | $12.9M | Add +2.3% |
| PG The Procter & Gamble Co. | 0.49% | 75,010 | $12.6M | Reduce -0.8% |
| EUFN iShares MSCI Europe Financia | 0.49% | 539,050 | $12.6M | Reduce -0.3% |
| PFE Pfizer Inc. | 0.49% | 471,375 | $12.5M | Reduce -0.6% |
| RGA Reinsurance Group of America | 0.48% | 57,899 | $12.4M | Add +0.6% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.48% | 104,816 | $12.3M | Add +1.7% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.47% | 317,584 | $12.2M | Reduce -14.8% |
| MRSH Marsh & McLennan Cos | 0.47% | 56,441 | $12.0M | Add +1.9% |
| LIN Linde PLC | 0.46% | 28,332 | $11.9M | Reduce -0.2% |
| GLOB Globant SA | 0.46% | 54,999 | $11.8M | Reduce -2.4% |
| CVX Chevron Corp. | 0.45% | 80,241 | $11.6M | Add +1.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.45% | 104,099 | $11.6M | Reduce -2.7% |
| XYL Xylem Inc. | 0.43% | 96,098 | $11.1M | Reduce -32.6% |
| STT State Street Corp. | 0.43% | 113,120 | $11.1M | Add +5.0% |
| INTU Intuit Inc. | 0.43% | 17,528 | $11.0M | Add +4.0% |
| UNP Union Pacific Corp. | 0.43% | 48,052 | $11.0M | Reduce -36.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.42% | 31,676 | $10.8M | Reduce -21.8% |
| TCEHY Tencent Holdings Ltd.-Uns ADR | 0.42% | 201,370 | $10.8M | Reduce -0.6% |
| SBUX Starbucks Corp. | 0.42% | 117,879 | $10.8M | Reduce -2.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.41% | 36,821 | $10.7M | Add +1.8% |
| MRVL Marvell Technology Inc. | 0.41% | 95,732 | $10.6M | New |
| ACN Accenture PLC Class A | 0.41% | 30,009 | $10.6M | Reduce -0.3% |
| EEM iShares MSCI Emerging Market | 0.41% | 251,845 | $10.5M | Add +1.3% |
| ADP Automatic Data Processing | 0.41% | 35,784 | $10.5M | Reduce -11.8% |
| GILD Gilead Sciences Inc. | 0.40% | 111,615 | $10.3M | Add +1.1% |
| STZ Constellation Brands Inc. Class A | 0.40% | 46,486 | $10.3M | Reduce -26.3% |
| ZTS Zoetis Inc. | 0.40% | 62,813 | $10.2M | Add +0.1% |
| VZ Verizon Communications Inc. | 0.40% | 255,289 | $10.2M | Add +3.5% |
| BAM Brookfield Asset Mgmt-A | 0.40% | 187,530 | $10.2M | Reduce -0.9% |
| PNC PNC Financial Services Group | 0.39% | 51,935 | $10.0M | Add +137.1% |
| MDLZ Mondelez International Inc. Class A | 0.38% | 164,080 | $9.8M | Reduce -1.3% |
| DUK Duke Energy Corp. | 0.38% | 90,508 | $9.8M | Add +2.7% |
| TXN Texas Instruments Inc. | 0.37% | 51,321 | $9.6M | Add +2.3% |
| ROP Roper Technologies Inc. | 0.37% | 18,224 | $9.5M | Add +0.6% |
| WST West Pharmaceutical Services | 0.37% | 28,813 | $9.4M | Reduce -0.3% |
| CSCO Cisco Systems Inc. | 0.37% | 158,696 | $9.4M | Reduce -2.8% |
| VEEV Veeva Systems Inc. Class A | 0.36% | 44,644 | $9.4M | Add +28.6% |
| MELI MercadoLibre Inc. | 0.36% | 5,491 | $9.3M | Reduce -0.3% |
| PEN Penumbra Inc. | 0.36% | 39,177 | $9.3M | Reduce -1.9% |
| MMM 3M Co. | 0.35% | 69,940 | $9.0M | Add +2.2% |
| TTNDY Techtronic Industries-SP ADR | 0.35% | 136,303 | $9.0M | Reduce -0.2% |
| VRTX Vertex Pharmaceuticals Inc. | 0.35% | 22,141 | $8.9M | Add +3.3% |
| EMR Emerson Electric Co. | 0.34% | 71,234 | $8.8M | Reduce -3.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.33% | 12,224 | $8.5M | Reduce -13.1% |
Portfolio Sells Q3 2024 → Q4 2024
| GD General Dynamics Corp. | Reduce -45.8% | 0.61% | −0.68 |
| MPWR Monolithic Power Systems Inc. | Reduce -15.5% | 0.79% | −0.67 |
| MRK Merck & Co. Inc. | Reduce -26.0% | 1.02% | −0.55 |
| CDW CDW Corp. | Sold out | 0.00% | −0.46 |
| META Meta Platforms Inc. Class A | Reduce -32.0% | 1.05% | −0.46 |
| XYL Xylem Inc. | Reduce -32.6% | 0.43% | −0.31 |
| AXON Axon Enterprise Inc. | Reduce -50.6% | 0.82% | −0.30 |
| UNP Union Pacific Corp. | Reduce -36.2% | 0.43% | −0.29 |
| STZ Constellation Brands Inc. Class A | Reduce -26.3% | 0.40% | −0.23 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.22 |
| BAH Booz Allen Hamilton Holdings | Reduce -1.3% | 0.71% | −0.20 |
| IBM Intl Business Machines Corp. | Reduce -19.5% | 0.77% | −0.19 |
| ICLR Icon PLC | Reduce -37.5% | 0.15% | −0.18 |
| PEP Pepsico Inc. | Reduce -1.9% | 1.06% | −0.15 |
| IRM Iron Mountain Inc. | Reduce -45.1% | 0.14% | −0.14 |
| SLB SLB Ltd. | Reduce -14.8% | 0.47% | −0.13 |
| EADSY Airbus SE - Unsp ADR | Reduce -47.1% | 0.18% | −0.13 |
| COST Costco Wholesale Corp. | Reduce -14.0% | 1.02% | −0.13 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -13.1% | 0.33% | −0.13 |
| AMGN Amgen Inc. | Reduce -25.5% | 0.19% | −0.12 |
| SHW The Sherwin-Williams Co. | Reduce -1.7% | 0.84% | −0.12 |
| TGT Target Corp. | Reduce -16.5% | 0.27% | −0.10 |
| AMD Advanced Micro Devices | Reduce -3.4% | 0.25% | −0.10 |
| MGA Magna International Inc. | Sold out | 0.00% | −0.10 |
| XOM Exxon Mobil Corp. | Reduce -2.3% | 0.84% | −0.10 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.3% | 0.38% | −0.09 |
| DSNKY Daiichi Sankyo Co.-Spon ADR | Reduce -8.8% | 0.31% | −0.09 |
| DOW Dow Inc. | Reduce -21.6% | 0.12% | −0.09 |
| KO The Coca-Cola Co. | Reduce -10.3% | 0.28% | −0.08 |
| INTC Intel Corp. | Reduce -43.0% | 0.07% | −0.08 |
| MELI MercadoLibre Inc. | Reduce -0.3% | 0.36% | −0.08 |
| JNJ Johnson & Johnson | Reduce -1.3% | 0.55% | −0.07 |
| LIN Linde PLC | Reduce -0.2% | 0.46% | −0.06 |
| KMI Kinder Morgan Inc. | Reduce -34.0% | 0.29% | −0.06 |
| IDXX Idexx Laboratories Inc. | Reduce -6.1% | 0.20% | −0.06 |
| TTNDY Techtronic Industries-SP ADR | Reduce -0.2% | 0.35% | −0.05 |
| WMMVY Walmart DE Mexico-Spon ADR V | Reduce -14.8% | 0.14% | −0.05 |
| MCD McDonald's Corp. | Reduce -8.6% | 0.33% | −0.05 |
| RMD Resmed Inc. | Reduce -1.9% | 0.54% | −0.05 |
| PFE Pfizer Inc. | Reduce -0.6% | 0.49% | −0.05 |
| CGEMY Capgemini SE - Unsponsor ADR | Reduce -2.2% | 0.13% | −0.04 |
| SBUX Starbucks Corp. | Reduce -2.1% | 0.42% | −0.04 |
| CL Colgate-Palmolive Co. | Reduce -5.6% | 0.17% | −0.04 |
| AMAT Applied Materials Inc. | Reduce -10.8% | 0.08% | −0.03 |
| CNI Canadian Natl Railway Co. | Reduce -6.4% | 0.14% | −0.03 |
| ECL Ecolab Inc. | Reduce -6.0% | 0.20% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -20.6% | 0.18% | −0.03 |
| EUFN iShares MSCI Europe Financia | Reduce -0.3% | 0.49% | −0.03 |
| TCEHY Tencent Holdings Ltd.-Uns ADR | Reduce -0.6% | 0.42% | −0.03 |
| ADP Automatic Data Processing | Reduce -11.8% | 0.41% | −0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| WFC Wells Fargo & Co. | Add +887.8% | 0.87% | +0.80 |
| WEC WEC Energy Group Inc. | Add +179.4% | 0.83% | +0.52 |
| LLY Eli Lilly & Co. | Add +53.5% | 1.95% | +0.49 |
| V Visa Inc. Class A | Add +25.3% | 1.43% | +0.44 |
| ADSK Autodesk Inc. | Add +103.3% | 0.79% | +0.43 |
| MRVL Marvell Technology Inc. | New | 0.41% | +0.41 |
| MSCI MSCI Inc. | Add +80.7% | 0.81% | +0.37 |
| ICE Intercontinental Exchange Inc. | Add +53.7% | 1.17% | +0.35 |
| BNY Bank of New York Mellon Corp. | Add +28.8% | 1.24% | +0.34 |
| GOOGL Alphabet Inc. Class A | Add +2.3% | 2.26% | +0.33 |
| AMZN Amazon.com Inc. | Add +0.4% | 1.90% | +0.29 |
| CPAY Corpay Inc. | Add +51.5% | 0.75% | +0.29 |
| C Citigroup Inc. | New | 0.26% | +0.26 |
| BA The Boeing Co. | Add +39.9% | 0.65% | +0.25 |
| PNC PNC Financial Services Group | Add +137.1% | 0.39% | +0.23 |
| LZAGY Lonza Group AG-Unspon ADR | New | 0.16% | +0.16 |
| AZN Astrazeneca PLC-Spons ADR | Add +136.4% | 0.30% | +0.15 |
| NFLX Netflix Inc. | Add +10.2% | 0.53% | +0.15 |
| BLK BlackRock Inc. | Add +0.9% | 1.30% | +0.11 |
| ISRG Intuitive Surgical Inc. | Add +6.9% | 0.86% | +0.10 |
| APH Amphenol Corp. Class A | Add +0.5% | 1.50% | +0.10 |
| TMUS T-Mobile US Inc. | Add +3.0% | 0.91% | +0.08 |
| VEEV Veeva Systems Inc. Class A | Add +28.6% | 0.36% | +0.08 |
| BND Vanguard Total Bond Market | Add +34.6% | 0.33% | +0.07 |
| STT State Street Corp. | Add +5.0% | 0.43% | +0.06 |
| MA Mastercard Inc. Class A | Add +1.5% | 0.77% | +0.06 |
| PANW Palo Alto Networks Inc. | Add +2.3% | 0.50% | +0.04 |
| GILD Gilead Sciences Inc. | Add +1.1% | 0.40% | +0.04 |
| SPYG SS SPDR P S&P 500 Growth ETF | New | 0.04% | +0.04 |
| CMG Chipotle Mexican Grill Inc. | Add +1.0% | 0.73% | +0.04 |
| TTD Trade Desk Inc./the Class A | Add +1.7% | 0.48% | +0.04 |
| CASY Casey's General Stores Inc. | Add +2.1% | 0.54% | +0.04 |
| WDAY Workday Inc. Class A | Add +0.4% | 0.67% | +0.04 |
| VXUS Vanguard Total Intl Stock | Add +31.6% | 0.14% | +0.02 |
| INTU Intuit Inc. | Add +4.0% | 0.43% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +0.1% | 0.25% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +12.0% | 0.04% | +0.02 |
| CME Cme Group Inc. | Add +1.8% | 0.28% | +0.02 |
| MTUAY Mtu Aero Engines-Unspon ADR | Add +0.4% | 0.27% | +0.02 |
| PAYX Paychex Inc. | Add +1.6% | 0.29% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.8% | 0.41% | +0.02 |
| HSY The Hershey Co. | Add +24.4% | 0.12% | +0.01 |
| SYK Stryker Corp. | Add +1.0% | 1.34% | +0.01 |
| WELL Welltower Inc. | Add +5.2% | 0.27% | +0.01 |
| TSLA Tesla Inc. | Add +3.1% | 0.02% | +0.01 |
| TYL Tyler Technologies Inc. | Add +2.1% | 0.85% | +0.01 |
| GM General Motors Co. | New | 0.01% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +7.5% | 0.17% | +0.01 |
| DTM DT Midstream Inc. | Add +24.0% | 0.02% | +0.01 |
| LNSTY London Stock Exchg-Unsp ADR | Add +0.5% | 0.20% | +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 |