Azimuth Capital Investment Management LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Azimuth Capital Investment Management LLC reported 299 stock positions worth $2.7 billion. Its top holding was Microsoft (MSFT) at 4.6% of the portfolio, followed by Nvidia (NVDA, 3.3%) and Apple (AAPL, 2.9%). Compared with Q1 2025, it opened 7 new positions, sold out of 10, added to 100 and reduced 157. The biggest buy was Microsoft (MSFT, shares +14%) and the biggest sale Apple (AAPL, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- BLOOMFIELD HILLS, MI
- CIK
- 0001942364
- Portfolio Value
- $2.7B (Q2 2025)
- SEC Filing
- 0001942364-25-000004 ↗ filed Aug 13, 2025
Holdings Value
Holdings 299 stocks · $2.7B
| MSFT Microsoft Corp. | 4.55% | 245,994 | $122.4M | Add +14.0% |
| NVDA Nvidia Corp. | 3.32% | 564,966 | $89.3M | Reduce -23.9% |
| AAPL Apple Inc. | 2.87% | 375,631 | $77.1M | Reduce -15.0% |
| AVGO Broadcom Inc. | 2.84% | 276,632 | $76.3M | Reduce -0.2% |
| LLY Eli Lilly & Co. | 2.05% | 70,807 | $55.2M | Reduce -5.1% |
| GOOGL Alphabet Inc. Class A | 1.76% | 269,089 | $47.4M | Reduce -15.0% |
| WFC Wells Fargo & Co. | 1.59% | 532,148 | $42.6M | Add +2.4% |
| V Visa Inc. Class A | 1.56% | 118,098 | $41.9M | Add +1.1% |
| NFLX Netflix Inc. | 1.42% | 28,569 | $38.3M | Reduce -6.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.42% | 803,802 | $38.0M | Add +26.1% |
| SYK Stryker Corp. | 1.40% | 94,928 | $37.6M | Add +0.7% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 1.38% | 407,612 | $37.1M | Reduce -0.3% |
| ICE Intercontinental Exchange Inc. | 1.33% | 195,508 | $35.9M | Add +0.6% |
| CTVA Corteva Inc. | 1.25% | 452,208 | $33.7M | Add +241.7% |
| META Meta Platforms Inc. Class A | 1.15% | 41,802 | $30.9M | Reduce -21.4% |
| JPM JPMorgan Chase & Co. | 1.11% | 103,068 | $29.9M | Reduce -3.6% |
| COST Costco Wholesale Corp. | 1.04% | 28,105 | $27.8M | Reduce -1.0% |
| HEI Heico Corp. | 1.02% | 83,771 | $27.5M | Add +0.4% |
| BA The Boeing Co. | 0.99% | 127,026 | $26.6M | Add +38.0% |
| PEP Pepsico Inc. | 0.99% | 200,609 | $26.5M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 0.96% | 117,903 | $25.9M | Reduce -40.8% |
| TMUS T-Mobile US Inc. | 0.94% | 105,991 | $25.3M | Add +4.4% |
| AXON Axon Enterprise Inc. | 0.93% | 30,183 | $25.0M | Reduce -15.0% |
| MPWR Monolithic Power Systems Inc. | 0.92% | 33,797 | $24.7M | Reduce -0.7% |
| WMT Walmart Inc. | 0.92% | 252,138 | $24.7M | Reduce -6.9% |
| WEC WEC Energy Group Inc. | 0.89% | 228,925 | $23.9M | Add +1.1% |
| XOM Exxon Mobil Corp. | 0.88% | 219,680 | $23.7M | Reduce -1.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.86% | 78,691 | $23.2M | Reduce -8.0% |
| NOW ServiceNow Inc. | 0.84% | 21,995 | $22.6M | Reduce -1.8% |
| ADSK Autodesk Inc. | 0.83% | 72,408 | $22.4M | Reduce -1.1% |
| RSG Republic Services Inc. | 0.80% | 87,582 | $21.6M | Reduce -26.8% |
| ROP Roper Technologies Inc. | 0.80% | 37,722 | $21.4M | Add +102.1% |
| FISV Fiserv Inc. | 0.79% | 122,875 | $21.2M | Reduce -19.5% |
| UBER Uber Technologies Inc. | 0.77% | 222,237 | $20.7M | Add +65.8% |
| MA Mastercard Inc. Class A | 0.77% | 36,852 | $20.7M | Reduce -0.8% |
| INTU Intuit Inc. | 0.76% | 26,021 | $20.5M | Add +51.5% |
| VEEV Veeva Systems Inc. Class A | 0.76% | 70,726 | $20.4M | Add +63.8% |
| ABBV Abbvie Inc. | 0.75% | 109,277 | $20.3M | Add +1.1% |
| PEN Penumbra Inc. | 0.74% | 77,611 | $19.9M | Add +135.9% |
| ISRG Intuitive Surgical Inc. | 0.71% | 35,032 | $19.0M | Reduce -15.1% |
| EUFN iShares MSCI Europe Financia | 0.69% | 586,420 | $18.5M | Add +7.7% |
| MSCI MSCI Inc. | 0.69% | 32,131 | $18.5M | Reduce -0.4% |
| FAST Fastenal Co. | 0.68% | 435,755 | $18.3M | Add +1.0% |
| APH Amphenol Corp. Class A | 0.68% | 184,999 | $18.3M | Reduce -45.6% |
| CASY Casey's General Stores Inc. | 0.67% | 35,451 | $18.1M | Add +0.3% |
| HD Home Depot Inc. | 0.61% | 44,743 | $16.4M | Reduce -1.1% |
| WDAY Workday Inc. Class A | 0.59% | 66,209 | $15.9M | Add +0.6% |
| MRVL Marvell Technology Inc. | 0.58% | 202,838 | $15.7M | Reduce -25.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.58% | 30,795 | $15.7M | Reduce -0.6% |
| NTDOY Nintendo Co. Ltd.-Unspons ADR | 0.58% | 651,436 | $15.6M | Add +32.3% |
| MELI MercadoLibre Inc. | 0.56% | 5,804 | $15.2M | Add +27.3% |
| RMD Resmed Inc. | 0.56% | 58,125 | $15.0M | Reduce -2.8% |
| CB Chubb Ltd. | 0.55% | 51,435 | $14.9M | Reduce -0.9% |
| GD General Dynamics Corp. | 0.55% | 50,862 | $14.8M | Reduce -2.1% |
| PANW Palo Alto Networks Inc. | 0.53% | 70,037 | $14.3M | Reduce -0.8% |
| CVX Chevron Corp. | 0.53% | 99,794 | $14.3M | Add +1.4% |
| JNJ Johnson & Johnson | 0.53% | 92,836 | $14.2M | Reduce -5.9% |
| DUK Duke Energy Corp. | 0.52% | 117,373 | $13.9M | Add +26.4% |
| ORCL Oracle Corp. | 0.51% | 62,859 | $13.7M | Add +297.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.50% | 59,877 | $13.6M | Reduce -19.6% |
| BLK BlackRock Inc. | 0.50% | 12,679 | $13.3M | Reduce -61.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.49% | 105,439 | $13.1M | Add +1.6% |
| MDLZ Mondelez International Inc. Class A | 0.48% | 191,185 | $12.9M | Reduce -0.7% |
| IDXX Idexx Laboratories Inc. | 0.47% | 23,750 | $12.7M | Reduce -1.8% |
| LNSTY London Stock Exchg-Unsp ADR | 0.47% | 346,290 | $12.6M | Add +1.1% |
| LIN Linde PLC | 0.47% | 26,758 | $12.6M | Reduce -1.5% |
| MRSH Marsh & McLennan Cos | 0.46% | 56,806 | $12.4M | Add +0.2% |
| EEM iShares MSCI Emerging Market | 0.46% | 255,476 | $12.3M | Add +0.6% |
| C Citigroup Inc. | 0.46% | 144,623 | $12.3M | Add +2.5% |
| SHW The Sherwin-Williams Co. | 0.46% | 35,715 | $12.3M | Add +2.4% |
| AMD Advanced Micro Devices | 0.45% | 84,753 | $12.0M | Add +5.6% |
| XYL Xylem Inc. | 0.44% | 92,135 | $11.9M | Reduce -1.8% |
| YUM Yum! Brands Inc. | 0.44% | 79,940 | $11.8M | Add +1538.1% |
| MTUAY Mtu Aero Engines-Unspon ADR | 0.44% | 53,258 | $11.8M | Add +0.8% |
| STT State Street Corp. | 0.43% | 107,858 | $11.5M | Reduce -7.1% |
| PG The Procter & Gamble Co. | 0.43% | 71,855 | $11.4M | Reduce -4.1% |
| RGA Reinsurance Group of America | 0.42% | 56,729 | $11.3M | Reduce -1.8% |
| PNC PNC Financial Services Group | 0.42% | 60,271 | $11.2M | Add +1.8% |
| MRK Merck & Co. Inc. | 0.42% | 140,964 | $11.2M | Reduce -43.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.41% | 36,648 | $11.1M | Reduce -0.2% |
| CRM Salesforce Inc. | 0.41% | 40,686 | $11.1M | Reduce -1.9% |
| TXN Texas Instruments Inc. | 0.41% | 53,412 | $11.1M | Add +2.4% |
| VZ Verizon Communications Inc. | 0.41% | 256,272 | $11.1M | Add +0.5% |
| KO The Coca-Cola Co. | 0.41% | 155,155 | $11.0M | Add +30.2% |
| TRNO Terreno Realty Corp. | 0.41% | 194,587 | $10.9M | Reduce -28.8% |
| MMM 3M Co. | 0.40% | 71,084 | $10.8M | Add +0.6% |
| SBUX Starbucks Corp. | 0.39% | 115,733 | $10.6M | Add +3.0% |
| CMG Chipotle Mexican Grill Inc. | 0.39% | 188,496 | $10.6M | Reduce -5.6% |
| CSCO Cisco Systems Inc. | 0.39% | 152,130 | $10.6M | Reduce -1.9% |
| GILD Gilead Sciences Inc. | 0.39% | 94,430 | $10.5M | Reduce -1.6% |
| TYL Tyler Technologies Inc. | 0.39% | 17,633 | $10.5M | Reduce -5.1% |
| UNP Union Pacific Corp. | 0.38% | 44,725 | $10.3M | Reduce -1.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.37% | 12,569 | $10.1M | Add +0.3% |
| CPAY Corpay Inc. | 0.37% | 30,265 | $10.0M | Reduce -0.3% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.37% | 291,507 | $9.9M | Reduce -0.7% |
| HDB HDFC Bank Ltd.-ADR | 0.36% | 127,117 | $9.7M | Add +80.6% |
| BAH Booz Allen Hamilton Holdings | 0.36% | 93,009 | $9.7M | Reduce -5.1% |
| ADP Automatic Data Processing | 0.36% | 31,249 | $9.6M | Reduce -12.3% |
| ROST Ross Stores Inc. | 0.36% | 75,537 | $9.6M | Reduce -2.6% |
| EADSY Airbus SE - Unsp ADR | 0.36% | 184,138 | $9.6M | Add +55.0% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -15.0% | 2.87% | −1.04 |
| BLK BlackRock Inc. | Reduce -61.7% | 0.50% | −0.75 |
| UNH Unitedhealth Group Inc. | Reduce -46.3% | 0.32% | −0.74 |
| FISV Fiserv Inc. | Reduce -19.5% | 0.79% | −0.55 |
| AMZN Amazon.com Inc. | Reduce -40.8% | 0.96% | −0.55 |
| MRK Merck & Co. Inc. | Reduce -43.1% | 0.42% | −0.47 |
| LLY Eli Lilly & Co. | Reduce -5.1% | 2.05% | −0.40 |
| RSG Republic Services Inc. | Reduce -26.8% | 0.80% | −0.35 |
| TRNO Terreno Realty Corp. | Reduce -28.8% | 0.41% | −0.28 |
| GLOB Globant SA | Sold out | 0.00% | −0.22 |
| PEP Pepsico Inc. | Reduce -0.3% | 0.99% | −0.22 |
| APH Amphenol Corp. Class A | Reduce -45.6% | 0.68% | −0.21 |
| GOOGL Alphabet Inc. Class A | Reduce -15.0% | 1.76% | −0.19 |
| XOM Exxon Mobil Corp. | Reduce -1.7% | 0.88% | −0.18 |
| TTNDY Techtronic Industries-SP ADR | Reduce -42.0% | 0.16% | −0.17 |
| CGEMY Capgemini SE - Unsponsor ADR | Sold out | 0.00% | −0.15 |
| PFE Pfizer Inc. | Reduce -22.6% | 0.33% | −0.15 |
| BAM Brookfield Asset Mgmt-A | Reduce -45.8% | 0.19% | −0.14 |
| JNJ Johnson & Johnson | Reduce -5.9% | 0.53% | −0.12 |
| SLB SLB Ltd. | Reduce -0.7% | 0.37% | −0.12 |
| ICLR Icon PLC | Sold out | 0.00% | −0.12 |
| ISRG Intuitive Surgical Inc. | Reduce -15.1% | 0.71% | −0.11 |
| BMY Bristol-Myers Squibb Co. | Reduce -9.5% | 0.17% | −0.10 |
| MRVL Marvell Technology Inc. | Reduce -25.9% | 0.58% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -4.1% | 0.43% | −0.08 |
| DBSDY DBS Group Holdings-Spon ADR | Reduce -24.7% | 0.19% | −0.08 |
| ADP Automatic Data Processing | Reduce -12.3% | 0.36% | −0.08 |
| META Meta Platforms Inc. Class A | Reduce -21.4% | 1.15% | −0.07 |
| TEAM Atlassian Corp. Class A | Reduce -8.2% | 0.33% | −0.07 |
| CB Chubb Ltd. | Reduce -0.9% | 0.55% | −0.07 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -1.0% | 0.35% | −0.06 |
| STZ Constellation Brands Inc. Class A | Reduce -3.0% | 0.25% | −0.06 |
| MCD McDonald's Corp. | Reduce -4.9% | 0.29% | −0.06 |
| CLX Clorox Company | Reduce -1.9% | 0.16% | −0.05 |
| IWD iShares Russell 1000 Value E | Reduce -27.4% | 0.12% | −0.05 |
| HD Home Depot Inc. | Reduce -1.1% | 0.61% | −0.05 |
| CPAY Corpay Inc. | Reduce -0.3% | 0.37% | −0.05 |
| BAH Booz Allen Hamilton Holdings | Reduce -5.1% | 0.36% | −0.05 |
| UNP Union Pacific Corp. | Reduce -1.0% | 0.38% | −0.04 |
| TYL Tyler Technologies Inc. | Reduce -5.1% | 0.39% | −0.04 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -33.3% | 0.05% | −0.04 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.7% | 0.48% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -0.8% | 0.77% | −0.04 |
| GILD Gilead Sciences Inc. | Reduce -1.6% | 0.39% | −0.04 |
| KMB Kimberly-Clark Corp. | Reduce -4.7% | 0.16% | −0.04 |
| MSCI MSCI Inc. | Reduce -0.4% | 0.69% | −0.04 |
| LIN Linde PLC | Reduce -1.5% | 0.47% | −0.04 |
| ROST Ross Stores Inc. | Reduce -2.6% | 0.36% | −0.04 |
| DOW Dow Inc. | Reduce -7.9% | 0.07% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -1.0% | 1.04% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +14.0% | 4.55% | +1.33 |
| CTVA Corteva Inc. | Add +241.7% | 1.25% | +0.92 |
| ORCL Oracle Corp. | Add +297.0% | 0.51% | +0.42 |
| YUM Yum! Brands Inc. | Add +1538.1% | 0.44% | +0.41 |
| PEN Penumbra Inc. | Add +135.9% | 0.74% | +0.39 |
| UBER Uber Technologies Inc. | Add +65.8% | 0.77% | +0.38 |
| BA The Boeing Co. | Add +38.0% | 0.99% | +0.37 |
| VEEV Veeva Systems Inc. Class A | Add +63.8% | 0.76% | +0.36 |
| ROP Roper Technologies Inc. | Add +102.1% | 0.80% | +0.36 |
| BAC Bank of America Corp. | Add +26.1% | 1.42% | +0.36 |
| INTU Intuit Inc. | Add +51.5% | 0.76% | +0.34 |
| NTDOY Nintendo Co. Ltd.-Unspons ADR | Add +32.3% | 0.58% | +0.25 |
| MELI MercadoLibre Inc. | Add +27.3% | 0.56% | +0.21 |
| BCS Barclays PLC-Spons ADR | New | 0.20% | +0.20 |
| HDB HDFC Bank Ltd.-ADR | Add +80.6% | 0.36% | +0.18 |
| LZAGY Lonza Group AG-Unspon ADR | Add +81.0% | 0.36% | +0.17 |
| BUD Anheuser-Busch Inbev-SPN ADR | New | 0.17% | +0.17 |
| EADSY Airbus SE - Unsp ADR | Add +55.0% | 0.36% | +0.15 |
| IRM Iron Mountain Inc. | Add +97.8% | 0.26% | +0.14 |
| HEI Heico Corp. | Add +0.4% | 1.02% | +0.13 |
| AMD Advanced Micro Devices | Add +5.6% | 0.45% | +0.12 |
| VNOM Viper Energy Inc. | New | 0.11% | +0.11 |
| WFC Wells Fargo & Co. | Add +2.4% | 1.59% | +0.10 |
| DIS The Walt Disney Co. | Add +1.6% | 0.49% | +0.08 |
| MTUAY Mtu Aero Engines-Unspon ADR | Add +0.8% | 0.44% | +0.07 |
| EUFN iShares MSCI Europe Financia | Add +7.7% | 0.69% | +0.07 |
| KO The Coca-Cola Co. | Add +30.2% | 0.41% | +0.07 |
| DUK Duke Energy Corp. | Add +26.4% | 0.52% | +0.06 |
| CASY Casey's General Stores Inc. | Add +0.3% | 0.67% | +0.06 |
| C Citigroup Inc. | Add +2.5% | 0.46% | +0.06 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.3% | 0.37% | +0.04 |
| TXN Texas Instruments Inc. | Add +2.4% | 0.41% | +0.04 |
| D Dominion Energy Inc. | Add +95.9% | 0.06% | +0.03 |
| WMMVY Walmart DE Mexico-Spon ADR V | Add +1.0% | 0.18% | +0.02 |
| EEM iShares MSCI Emerging Market | Add +0.6% | 0.46% | +0.02 |
| FAST Fastenal Co. | Add +1.0% | 0.68% | +0.01 |
| GEV GE Vernova Inc. | Add +0.4% | 0.04% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +9.3% | 0.19% | +0.01 |
| GLD SPDR Gold Shares | Add +55.3% | 0.03% | +0.01 |
| EXPGY Experian PLC-Spons ADR | Add +1.9% | 0.20% | +0.01 |
| EWJ iShares MSCI Japan ETF | Add +1.3% | 0.34% | +0.01 |
| HEI.A Heico Corp. Class A | New | 0.01% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +0.9% | 0.18% | +0.01 |
| OZK Bank Ozk | New | 0.01% | +0.01 |
| JNK SS SPDR BB High Yield Bond | New | 0.01% | +0.01 |
| VLY Valley National Bancorp | New | 0.01% | +0.01 |
| NDSN Nordson Corp. | Add +7.7% | 0.09% | +0.01 |
| DE Deere & Co. | Add +6.8% | 0.07% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +3.8% | 0.03% | +0.00 |
| A Agilent Technologies Inc. | Add +7.9% | 0.25% | +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 |