Azimuth Capital Investment Management LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Azimuth Capital Investment Management LLC reported 302 stock positions worth $2.5 billion. Its top holding was Apple (AAPL) at 3.9% of the portfolio, followed by Microsoft (MSFT, 3.2%) and Nvidia (NVDA, 3.2%). Compared with Q4 2024, it opened 9 new positions, sold out of 7, added to 105 and reduced 149. The biggest buy was Bank of America (BAC, shares +306%) and the biggest sale Nvidia (NVDA, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- BLOOMFIELD HILLS, MI
- CIK
- 0001942364
- Portfolio Value
- $2.5B (Q1 2025)
- SEC Filing
- 0001942364-25-000002 ↗ filed May 13, 2025
Holdings Value
Holdings 302 stocks · $2.5B
| AAPL Apple Inc. | 3.91% | 441,926 | $98.2M | Reduce -2.2% |
| MSFT Microsoft Corp. | 3.23% | 215,785 | $81.0M | Reduce -0.7% |
| NVDA Nvidia Corp. | 3.20% | 742,183 | $80.4M | Reduce -0.1% |
| LLY Eli Lilly & Co. | 2.45% | 74,600 | $61.6M | Add +15.1% |
| GOOGL Alphabet Inc. Class A | 1.95% | 316,558 | $49.0M | Add +3.2% |
| AVGO Broadcom Inc. | 1.85% | 277,230 | $46.4M | Add +34.7% |
| V Visa Inc. Class A | 1.63% | 116,753 | $40.9M | Add +0.1% |
| AMZN Amazon.com Inc. | 1.51% | 199,252 | $37.9M | Reduce -10.3% |
| WFC Wells Fargo & Co. | 1.49% | 519,653 | $37.3M | Add +63.6% |
| SYK Stryker Corp. | 1.40% | 94,247 | $35.1M | Reduce -1.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 1.37% | 408,915 | $34.3M | Reduce -1.2% |
| FISV Fiserv Inc. | 1.34% | 152,559 | $33.7M | Reduce -5.9% |
| ICE Intercontinental Exchange Inc. | 1.34% | 194,423 | $33.5M | Reduce -3.5% |
| BLK BlackRock Inc. | 1.25% | 33,138 | $31.4M | Add +1.2% |
| META Meta Platforms Inc. Class A | 1.22% | 53,196 | $30.7M | Add +15.8% |
| PEP Pepsico Inc. | 1.20% | 201,202 | $30.2M | Add +12.1% |
| RSG Republic Services Inc. | 1.15% | 119,614 | $29.0M | Reduce -3.4% |
| NFLX Netflix Inc. | 1.13% | 30,442 | $28.4M | Add +97.3% |
| TMUS T-Mobile US Inc. | 1.08% | 101,501 | $27.1M | Reduce -4.2% |
| COST Costco Wholesale Corp. | 1.07% | 28,395 | $26.9M | Reduce -0.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.06% | 637,669 | $26.6M | Add +306.4% |
| XOM Exxon Mobil Corp. | 1.06% | 223,535 | $26.6M | Add +11.9% |
| UNH Unitedhealth Group Inc. | 1.06% | 50,689 | $26.5M | Reduce -5.9% |
| JPM JPMorgan Chase & Co. | 1.04% | 106,905 | $26.2M | Reduce -2.2% |
| WEC WEC Energy Group Inc. | 0.98% | 226,527 | $24.7M | Add +0.2% |
| WMT Walmart Inc. | 0.95% | 270,716 | $23.8M | Reduce -3.2% |
| ABBV Abbvie Inc. | 0.90% | 108,098 | $22.6M | Add +0.3% |
| APH Amphenol Corp. Class A | 0.89% | 339,992 | $22.3M | Reduce -38.6% |
| HEI Heico Corp. | 0.89% | 83,409 | $22.3M | Reduce -17.3% |
| MRK Merck & Co. Inc. | 0.89% | 247,959 | $22.3M | Reduce -5.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.85% | 85,549 | $21.3M | Reduce -5.4% |
| ISRG Intuitive Surgical Inc. | 0.81% | 41,252 | $20.4M | Reduce -2.3% |
| MA Mastercard Inc. Class A | 0.81% | 37,142 | $20.4M | Reduce -1.5% |
| MPWR Monolithic Power Systems Inc. | 0.79% | 34,031 | $19.7M | Reduce -1.1% |
| ADSK Autodesk Inc. | 0.76% | 73,218 | $19.2M | Add +6.9% |
| AXON Axon Enterprise Inc. | 0.74% | 35,502 | $18.7M | Reduce -0.4% |
| MSCI MSCI Inc. | 0.73% | 32,274 | $18.3M | Reduce -7.0% |
| NOW ServiceNow Inc. | 0.71% | 22,401 | $17.8M | Reduce -26.7% |
| TRNO Terreno Realty Corp. | 0.69% | 273,141 | $17.3M | Reduce -7.0% |
| MRVL Marvell Technology Inc. | 0.67% | 273,652 | $16.8M | Add +185.8% |
| FAST Fastenal Co. | 0.67% | 215,670 | $16.7M | Reduce -2.2% |
| HD Home Depot Inc. | 0.66% | 45,247 | $16.6M | Add +1.2% |
| CVX Chevron Corp. | 0.66% | 98,364 | $16.5M | Add +22.6% |
| JNJ Johnson & Johnson | 0.65% | 98,691 | $16.4M | Add +1.6% |
| BA The Boeing Co. | 0.63% | 92,043 | $15.7M | Reduce -2.0% |
| CB Chubb Ltd. | 0.62% | 51,927 | $15.7M | Reduce -0.6% |
| EUFN iShares MSCI Europe Financia | 0.62% | 544,630 | $15.5M | Add +1.0% |
| WDAY Workday Inc. Class A | 0.61% | 65,850 | $15.4M | Reduce -2.0% |
| CASY Casey's General Stores Inc. | 0.61% | 35,350 | $15.3M | Add +1.0% |
| GD General Dynamics Corp. | 0.56% | 51,981 | $14.2M | Reduce -12.4% |
| MRSH Marsh & McLennan Cos | 0.55% | 56,706 | $13.8M | Add +0.5% |
| RMD Resmed Inc. | 0.53% | 59,805 | $13.4M | Reduce -2.2% |
| MDLZ Mondelez International Inc. Class A | 0.52% | 192,476 | $13.1M | Add +17.3% |
| PG The Procter & Gamble Co. | 0.51% | 74,945 | $12.8M | Reduce -0.1% |
| LNSTY London Stock Exchg-Unsp ADR | 0.50% | 342,555 | $12.7M | Add +140.2% |
| LIN Linde PLC | 0.50% | 27,165 | $12.6M | Reduce -4.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.49% | 74,439 | $12.4M | Reduce -23.0% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.49% | 293,678 | $12.3M | Reduce -7.5% |
| SHW The Sherwin-Williams Co. | 0.49% | 34,893 | $12.2M | Reduce -45.2% |
| PANW Palo Alto Networks Inc. | 0.48% | 70,588 | $12.0M | Reduce -0.5% |
| PFE Pfizer Inc. | 0.47% | 469,052 | $11.9M | Reduce -0.5% |
| VZ Verizon Communications Inc. | 0.46% | 254,999 | $11.6M | Reduce -0.1% |
| RGA Reinsurance Group of America | 0.45% | 57,747 | $11.4M | Reduce -0.3% |
| DUK Duke Energy Corp. | 0.45% | 92,864 | $11.3M | Add +2.6% |
| XYL Xylem Inc. | 0.45% | 93,813 | $11.2M | Reduce -2.4% |
| CRM Salesforce Inc. | 0.44% | 41,485 | $11.1M | Reduce -2.0% |
| EEM iShares MSCI Emerging Market | 0.44% | 253,923 | $11.1M | Add +0.8% |
| SBUX Starbucks Corp. | 0.44% | 112,309 | $11.0M | Reduce -4.7% |
| ROP Roper Technologies Inc. | 0.44% | 18,663 | $11.0M | Add +2.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.44% | 30,991 | $10.9M | Reduce -2.2% |
| ADP Automatic Data Processing | 0.43% | 35,654 | $10.9M | Reduce -0.4% |
| TYL Tyler Technologies Inc. | 0.43% | 18,581 | $10.8M | Reduce -51.0% |
| GILD Gilead Sciences Inc. | 0.43% | 95,940 | $10.8M | Reduce -14.0% |
| UNP Union Pacific Corp. | 0.43% | 45,175 | $10.7M | Reduce -6.0% |
| CPAY Corpay Inc. | 0.42% | 30,363 | $10.6M | Reduce -46.5% |
| INTU Intuit Inc. | 0.42% | 17,174 | $10.5M | Reduce -2.0% |
| PNC PNC Financial Services Group | 0.41% | 59,231 | $10.4M | Add +14.1% |
| STT State Street Corp. | 0.41% | 116,105 | $10.4M | Add +2.6% |
| MMM 3M Co. | 0.41% | 70,652 | $10.4M | Add +1.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.41% | 21,243 | $10.3M | Reduce -4.1% |
| BAH Booz Allen Hamilton Holdings | 0.41% | 98,012 | $10.3M | Reduce -30.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.41% | 103,782 | $10.2M | Reduce -0.3% |
| IDXX Idexx Laboratories Inc. | 0.40% | 24,173 | $10.2M | Add +95.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.40% | 36,711 | $10.1M | Reduce -0.3% |
| CMG Chipotle Mexican Grill Inc. | 0.40% | 199,651 | $10.0M | Reduce -36.0% |
| TEAM Atlassian Corp. Class A | 0.40% | 47,237 | $10.0M | Add +58.9% |
| C Citigroup Inc. | 0.40% | 141,113 | $10.0M | Add +49.5% |
| VEEV Veeva Systems Inc. Class A | 0.40% | 43,180 | $10.0M | Reduce -3.3% |
| ROST Ross Stores Inc. | 0.39% | 77,559 | $9.9M | Reduce -43.7% |
| ZTS Zoetis Inc. | 0.39% | 59,374 | $9.8M | Reduce -5.5% |
| UBER Uber Technologies Inc. | 0.39% | 134,055 | $9.8M | New |
| CSCO Cisco Systems Inc. | 0.38% | 155,085 | $9.6M | Reduce -2.3% |
| ACN Accenture PLC Class A | 0.38% | 30,529 | $9.5M | Add +1.7% |
| SO The Southern Co. | 0.38% | 102,538 | $9.4M | Add +2.1% |
| TXN Texas Instruments Inc. | 0.37% | 52,154 | $9.4M | Add +1.6% |
| BND Vanguard Total Bond Market | 0.37% | 125,750 | $9.2M | Add +7.8% |
| MTUAY Mtu Aero Engines-Unspon ADR | 0.36% | 52,853 | $9.1M | Add +24.8% |
| MELI MercadoLibre Inc. | 0.35% | 4,558 | $8.9M | Reduce -17.0% |
| MCD McDonald's Corp. | 0.35% | 28,324 | $8.8M | Reduce -3.0% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.35% | 185,475 | $8.8M | Add +3.1% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -0.1% | 3.20% | −0.67 |
| APH Amphenol Corp. Class A | Reduce -38.6% | 0.89% | −0.61 |
| NOW ServiceNow Inc. | Reduce -26.7% | 0.71% | −0.55 |
| AAPL Apple Inc. | Reduce -2.2% | 3.91% | −0.49 |
| TCEHY Tencent Holdings Ltd.-Uns ADR | Sold out | 0.00% | −0.42 |
| TYL Tyler Technologies Inc. | Reduce -51.0% | 0.43% | −0.42 |
| ROST Ross Stores Inc. | Reduce -43.7% | 0.39% | −0.42 |
| AMZN Amazon.com Inc. | Reduce -10.3% | 1.51% | −0.39 |
| WST West Pharmaceutical Services | Sold out | 0.00% | −0.37 |
| SHW The Sherwin-Williams Co. | Reduce -45.2% | 0.49% | −0.36 |
| MSFT Microsoft Corp. | Reduce -0.7% | 3.23% | −0.33 |
| CMG Chipotle Mexican Grill Inc. | Reduce -36.0% | 0.40% | −0.33 |
| CPAY Corpay Inc. | Reduce -46.5% | 0.42% | −0.32 |
| BAH Booz Allen Hamilton Holdings | Reduce -30.5% | 0.41% | −0.30 |
| NBIX Neurocrine Biosciences Inc. | Reduce -31.2% | 0.35% | −0.26 |
| TTD Trade Desk Inc./the Class A | Reduce -3.1% | 0.22% | −0.26 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -23.0% | 0.49% | −0.25 |
| GLOB Globant SA | Reduce -12.9% | 0.22% | −0.23 |
| NICE Nice Ltd. - Spon ADR | Reduce -41.0% | 0.17% | −0.14 |
| MRK Merck & Co. Inc. | Reduce -5.6% | 0.89% | −0.13 |
| CRM Salesforce Inc. | Reduce -2.0% | 0.44% | −0.11 |
| BBY Best Buy Co. Inc. | Reduce -35.7% | 0.13% | −0.10 |
| UPS United Parcel Service Class B | Reduce -71.9% | 0.03% | −0.09 |
| STZ Constellation Brands Inc. Class A | Reduce -9.5% | 0.31% | −0.09 |
| EXPGY Experian PLC-Spons ADR | Reduce -37.8% | 0.19% | −0.09 |
| MSCI MSCI Inc. | Reduce -7.0% | 0.73% | −0.08 |
| AXON Axon Enterprise Inc. | Reduce -0.4% | 0.74% | −0.08 |
| BAM Brookfield Asset Mgmt-A | Reduce -10.5% | 0.32% | −0.07 |
| TGT Target Corp. | Reduce -4.2% | 0.21% | −0.07 |
| WDAY Workday Inc. Class A | Reduce -2.0% | 0.61% | −0.06 |
| HEI Heico Corp. | Reduce -17.3% | 0.89% | −0.04 |
| GD General Dynamics Corp. | Reduce -12.4% | 0.56% | −0.04 |
| ISRG Intuitive Surgical Inc. | Reduce -2.3% | 0.81% | −0.04 |
| DIS The Walt Disney Co. | Reduce -0.3% | 0.41% | −0.04 |
| SPYG SS SPDR P S&P 500 Growth ETF | Sold out | 0.00% | −0.04 |
| WMT Walmart Inc. | Reduce -3.2% | 0.95% | −0.04 |
| MDT Medtronic PLC | Reduce -23.9% | 0.24% | −0.03 |
| ICLR Icon PLC | Reduce -7.2% | 0.12% | −0.03 |
| RGA Reinsurance Group of America | Reduce -0.3% | 0.45% | −0.03 |
| ROK Rockwell Automation Inc. | Reduce -2.3% | 0.22% | −0.02 |
| PANW Palo Alto Networks Inc. | Reduce -0.5% | 0.48% | −0.02 |
| BA The Boeing Co. | Reduce -2.0% | 0.63% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -4.4% | 0.16% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -0.2% | 0.11% | −0.02 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -2.3% | 0.18% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -17.2% | 0.06% | −0.02 |
| NEOG Neogen Corp. | Reduce -1.1% | 0.05% | −0.02 |
| AMAT Applied Materials Inc. | Reduce -16.6% | 0.06% | −0.02 |
| TTC Toro Co. | Reduce -27.4% | 0.04% | −0.02 |
| CAT Caterpillar Inc. | Reduce -4.2% | 0.16% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| BAC Bank of America Corp. | Add +306.4% | 1.06% | +0.79 |
| WFC Wells Fargo & Co. | Add +63.6% | 1.49% | +0.62 |
| NFLX Netflix Inc. | Add +97.3% | 1.13% | +0.60 |
| LLY Eli Lilly & Co. | Add +15.1% | 2.45% | +0.51 |
| UBER Uber Technologies Inc. | New | 0.39% | +0.39 |
| NTDOY Nintendo Co. Ltd.-Unspons ADR | New | 0.33% | +0.33 |
| LNSTY London Stock Exchg-Unsp ADR | Add +140.2% | 0.50% | +0.31 |
| MRVL Marvell Technology Inc. | Add +185.8% | 0.67% | +0.26 |
| XOM Exxon Mobil Corp. | Add +11.9% | 1.06% | +0.22 |
| IDXX Idexx Laboratories Inc. | Add +95.0% | 0.40% | +0.21 |
| CVX Chevron Corp. | Add +22.6% | 0.66% | +0.20 |
| V Visa Inc. Class A | Add +0.1% | 1.63% | +0.20 |
| META Meta Platforms Inc. Class A | Add +15.8% | 1.22% | +0.18 |
| ABBV Abbvie Inc. | Add +0.3% | 0.90% | +0.16 |
| WEC WEC Energy Group Inc. | Add +0.2% | 0.98% | +0.16 |
| C Citigroup Inc. | Add +49.5% | 0.40% | +0.14 |
| PEP Pepsico Inc. | Add +12.1% | 1.20% | +0.14 |
| MDLZ Mondelez International Inc. Class A | Add +17.3% | 0.52% | +0.14 |
| EUFN iShares MSCI Europe Financia | Add +1.0% | 0.62% | +0.13 |
| TEAM Atlassian Corp. Class A | Add +58.9% | 0.40% | +0.12 |
| NSRGY Nestle SA-Spons ADR | Add +79.7% | 0.19% | +0.11 |
| JNJ Johnson & Johnson | Add +1.6% | 0.65% | +0.11 |
| MTUAY Mtu Aero Engines-Unspon ADR | Add +24.8% | 0.36% | +0.09 |
| MRSH Marsh & McLennan Cos | Add +0.5% | 0.55% | +0.09 |
| WELL Welltower Inc. | Add +3.6% | 0.34% | +0.08 |
| AMD Advanced Micro Devices | Add +49.7% | 0.33% | +0.08 |
| CASY Casey's General Stores Inc. | Add +1.0% | 0.61% | +0.07 |
| DUK Duke Energy Corp. | Add +2.6% | 0.45% | +0.07 |
| ROP Roper Technologies Inc. | Add +2.4% | 0.44% | +0.07 |
| MMM 3M Co. | Add +1.0% | 0.41% | +0.06 |
| KO The Coca-Cola Co. | Add +1.5% | 0.34% | +0.06 |
| SO The Southern Co. | Add +2.1% | 0.38% | +0.05 |
| DASTY Dassault Systemes S-Spon ADR | Add +27.5% | 0.18% | +0.05 |
| CME Cme Group Inc. | Add +1.2% | 0.33% | +0.05 |
| CTVA Corteva Inc. | Add +4.3% | 0.33% | +0.05 |
| CHKP Check Point Software Tech | Add +3.4% | 0.22% | +0.05 |
| PAYX Paychex Inc. | Add +2.7% | 0.34% | +0.05 |
| HEDJ Wisdomtree Europe Hedged Equ | Add +3.1% | 0.35% | +0.05 |
| CSGP Costar Group Inc. | Add +0.7% | 0.34% | +0.04 |
| BND Vanguard Total Bond Market | Add +7.8% | 0.37% | +0.04 |
| PFG Principal Financial Group | Add +5.6% | 0.26% | +0.04 |
| HSY The Hershey Co. | Add +23.9% | 0.15% | +0.03 |
| EEM iShares MSCI Emerging Market | Add +0.8% | 0.44% | +0.03 |
| EADSY Airbus SE - Unsp ADR | Add +4.3% | 0.21% | +0.03 |
| DBSDY DBS Group Holdings-Spon ADR | Add +2.0% | 0.27% | +0.03 |
| VXUS Vanguard Total Intl Stock | Add +11.9% | 0.17% | +0.03 |
| DSNKY Daiichi Sankyo Co.-Spon ADR | Add +25.4% | 0.34% | +0.03 |
| PNC PNC Financial Services Group | Add +14.1% | 0.41% | +0.03 |
| LZAGY Lonza Group AG-Unspon ADR | Add +8.6% | 0.18% | +0.02 |
| CGEMY Capgemini SE - Unsponsor ADR | Add +25.9% | 0.15% | +0.02 |
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 |