Azimuth Capital Investment Management LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Azimuth Capital Investment Management LLC reported 298 stock positions worth $2.8 billion. Its top holding was Microsoft (MSFT) at 4.7% of the portfolio, followed by Nvidia (NVDA, 3.8%) and Apple (AAPL, 3.6%). Compared with Q2 2025, it opened 10 new positions, sold out of 11, added to 75 and reduced 161. The biggest buy was Oracle (ORCL, shares +105%) and the biggest sale Fiserv (FISV, shares −42%).
- Most Recent 13F
- Q2 2026
- Location
- BLOOMFIELD HILLS, MI
- CIK
- 0001942364
- Portfolio Value
- $2.8B (Q3 2025)
- SEC Filing
- 0001942364-25-000009 ↗ filed Nov 14, 2025
Holdings Value
Holdings 298 stocks · $2.8B
| MSFT Microsoft Corp. | 4.73% | 254,333 | $131.7M | Add +3.4% |
| NVDA Nvidia Corp. | 3.81% | 568,289 | $106.0M | Add +0.6% |
| AAPL Apple Inc. | 3.61% | 394,561 | $100.5M | Add +5.0% |
| AVGO Broadcom Inc. | 3.01% | 254,298 | $83.9M | Reduce -8.1% |
| GOOGL Alphabet Inc. Class A | 2.29% | 261,897 | $63.7M | Reduce -2.7% |
| LLY Eli Lilly & Co. | 1.78% | 65,013 | $49.6M | Reduce -8.2% |
| WFC Wells Fargo & Co. | 1.60% | 532,533 | $44.6M | Add +0.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 1.57% | 400,707 | $43.7M | Reduce -1.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.49% | 803,023 | $41.4M | Reduce -0.1% |
| V Visa Inc. Class A | 1.45% | 118,270 | $40.4M | Add +0.1% |
| ORCL Oracle Corp. | 1.30% | 128,959 | $36.3M | Add +105.2% |
| SYK Stryker Corp. | 1.25% | 94,289 | $34.9M | Reduce -0.7% |
| NFLX Netflix Inc. | 1.20% | 27,864 | $33.4M | Reduce -2.5% |
| ICE Intercontinental Exchange Inc. | 1.18% | 195,033 | $32.9M | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 1.18% | 44,607 | $32.8M | Add +6.7% |
| JPM JPMorgan Chase & Co. | 1.15% | 101,524 | $32.0M | Reduce -1.5% |
| MPWR Monolithic Power Systems Inc. | 1.11% | 33,554 | $30.9M | Reduce -0.7% |
| CTVA Corteva Inc. | 1.11% | 454,878 | $30.8M | Add +0.6% |
| PEP Pepsico Inc. | 1.04% | 205,275 | $28.8M | Add +2.3% |
| BA The Boeing Co. | 0.99% | 127,769 | $27.6M | Add +0.6% |
| HEI Heico Corp. | 0.95% | 82,042 | $26.5M | Reduce -2.1% |
| WEC WEC Energy Group Inc. | 0.94% | 228,733 | $26.2M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 0.92% | 116,720 | $25.6M | Reduce -1.0% |
| TMUS T-Mobile US Inc. | 0.90% | 104,956 | $25.1M | Reduce -1.0% |
| WMT Walmart Inc. | 0.89% | 241,197 | $24.9M | Reduce -4.3% |
| ABBV Abbvie Inc. | 0.89% | 107,196 | $24.8M | Reduce -1.9% |
| XOM Exxon Mobil Corp. | 0.89% | 219,266 | $24.7M | Reduce -0.2% |
| COST Costco Wholesale Corp. | 0.83% | 25,028 | $23.2M | Reduce -10.9% |
| LIN Linde PLC | 0.83% | 48,552 | $23.1M | Add +81.5% |
| ADSK Autodesk Inc. | 0.81% | 70,898 | $22.5M | Reduce -2.1% |
| APH Amphenol Corp. Class A | 0.81% | 181,496 | $22.5M | Reduce -1.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.78% | 77,370 | $21.8M | Reduce -1.7% |
| UBER Uber Technologies Inc. | 0.77% | 218,999 | $21.5M | Reduce -1.5% |
| FAST Fastenal Co. | 0.77% | 435,191 | $21.3M | Reduce -0.1% |
| AXON Axon Enterprise Inc. | 0.77% | 29,714 | $21.3M | Reduce -1.6% |
| MA Mastercard Inc. Class A | 0.74% | 36,450 | $20.7M | Reduce -1.1% |
| VEEV Veeva Systems Inc. Class A | 0.74% | 69,581 | $20.7M | Reduce -1.6% |
| IDXX Idexx Laboratories Inc. | 0.73% | 31,962 | $20.4M | Add +34.6% |
| EUFN iShares MSCI Europe Financia | 0.73% | 587,705 | $20.2M | Add +0.2% |
| CASY Casey's General Stores Inc. | 0.71% | 35,152 | $19.9M | Reduce -0.8% |
| NOW ServiceNow Inc. | 0.71% | 21,545 | $19.8M | Reduce -2.0% |
| INTU Intuit Inc. | 0.70% | 28,616 | $19.5M | Add +10.0% |
| WDAY Workday Inc. Class A | 0.70% | 81,060 | $19.5M | Add +22.4% |
| PEN Penumbra Inc. | 0.68% | 75,253 | $19.1M | Reduce -3.0% |
| AMD Advanced Micro Devices | 0.67% | 115,634 | $18.7M | Add +36.4% |
| ROP Roper Technologies Inc. | 0.65% | 36,552 | $18.2M | Reduce -3.1% |
| RSG Republic Services Inc. | 0.65% | 79,117 | $18.2M | Reduce -9.7% |
| MSCI MSCI Inc. | 0.65% | 31,808 | $18.0M | Reduce -1.0% |
| HD Home Depot Inc. | 0.64% | 44,009 | $17.8M | Reduce -1.6% |
| GD General Dynamics Corp. | 0.63% | 51,186 | $17.5M | Add +0.6% |
| JNJ Johnson & Johnson | 0.62% | 92,676 | $17.2M | Reduce -0.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.59% | 58,904 | $16.5M | Reduce -1.6% |
| EADSY Airbus SE - Unsp ADR | 0.56% | 267,970 | $15.5M | Add +45.5% |
| CVX Chevron Corp. | 0.56% | 99,641 | $15.5M | Reduce -0.1% |
| RMD Resmed Inc. | 0.55% | 55,675 | $15.2M | Reduce -4.2% |
| ISRG Intuitive Surgical Inc. | 0.54% | 33,469 | $15.0M | Reduce -4.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.54% | 30,397 | $14.9M | Reduce -1.3% |
| BLK BlackRock Inc. | 0.53% | 12,708 | $14.8M | Add +0.2% |
| CB Chubb Ltd. | 0.52% | 51,168 | $14.4M | Reduce -0.5% |
| DUK Duke Energy Corp. | 0.52% | 116,696 | $14.4M | Reduce -0.6% |
| NTDOY Nintendo Co. Ltd.-Unspons ADR | 0.51% | 649,668 | $14.1M | Reduce -0.3% |
| PANW Palo Alto Networks Inc. | 0.50% | 68,561 | $14.0M | Reduce -2.1% |
| MELI MercadoLibre Inc. | 0.49% | 5,838 | $13.6M | Add +0.6% |
| XYL Xylem Inc. | 0.49% | 91,733 | $13.5M | Reduce -0.4% |
| MRVL Marvell Technology Inc. | 0.49% | 160,915 | $13.5M | Reduce -20.7% |
| EEM iShares MSCI Emerging Market | 0.48% | 252,738 | $13.5M | Reduce -1.1% |
| C Citigroup Inc. | 0.48% | 132,014 | $13.4M | Reduce -8.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.47% | 39,745 | $13.0M | Add +8.4% |
| YUM Yum! Brands Inc. | 0.45% | 82,957 | $12.6M | Add +3.8% |
| JCI Johnson Controls Internation | 0.45% | 113,160 | $12.4M | New |
| STT State Street Corp. | 0.45% | 107,107 | $12.4M | Reduce -0.7% |
| MTUAY Mtu Aero Engines-Unspon ADR | 0.44% | 53,118 | $12.2M | Reduce -0.3% |
| SHW The Sherwin-Williams Co. | 0.44% | 35,214 | $12.2M | Reduce -1.4% |
| PNC PNC Financial Services Group | 0.43% | 59,542 | $12.0M | Reduce -1.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.43% | 12,343 | $11.9M | Reduce -1.8% |
| MDLZ Mondelez International Inc. Class A | 0.43% | 190,846 | $11.9M | Reduce -0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.42% | 103,022 | $11.8M | Reduce -2.3% |
| MRK Merck & Co. Inc. | 0.41% | 137,477 | $11.5M | Reduce -2.5% |
| VZ Verizon Communications Inc. | 0.41% | 257,078 | $11.3M | Add +0.3% |
| PFG Principal Financial Group | 0.40% | 134,405 | $11.1M | Add +71.0% |
| MMM 3M Co. | 0.40% | 71,665 | $11.1M | Add +0.8% |
| MRSH Marsh & McLennan Cos | 0.40% | 55,034 | $11.1M | Reduce -3.1% |
| PG The Procter & Gamble Co. | 0.39% | 71,505 | $11.0M | Reduce -0.5% |
| ROST Ross Stores Inc. | 0.39% | 70,760 | $10.8M | Reduce -6.3% |
| UNP Union Pacific Corp. | 0.38% | 44,717 | $10.6M | Reduce -0.0% |
| TXN Texas Instruments Inc. | 0.38% | 57,203 | $10.5M | Add +7.1% |
| GILD Gilead Sciences Inc. | 0.37% | 93,854 | $10.4M | Reduce -0.6% |
| TRNO Terreno Realty Corp. | 0.37% | 183,147 | $10.4M | Reduce -5.9% |
| KO The Coca-Cola Co. | 0.37% | 155,352 | $10.3M | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.37% | 150,278 | $10.3M | Reduce -1.2% |
| WELL Welltower Inc. | 0.36% | 56,349 | $10.0M | Reduce -1.3% |
| EWJ iShares MSCI Japan ETF | 0.36% | 123,700 | $9.9M | Add +0.6% |
| NBIX Neurocrine Biosciences Inc. | 0.36% | 70,678 | $9.9M | Reduce -1.8% |
| SO The Southern Co. | 0.35% | 104,086 | $9.9M | Reduce -0.0% |
| SBUX Starbucks Corp. | 0.35% | 115,131 | $9.7M | Reduce -0.5% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.35% | 280,477 | $9.6M | Reduce -3.8% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.34% | 188,715 | $9.5M | Add +0.5% |
| CRM Salesforce Inc. | 0.34% | 39,898 | $9.5M | Reduce -1.9% |
| BND Vanguard Total Bond Market | 0.33% | 124,875 | $9.3M | No change |
| LZAGY Lonza Group AG-Unspon ADR | 0.33% | 139,435 | $9.2M | Add +3.6% |
Portfolio Sells Q2 2025 → Q3 2025
| FISV Fiserv Inc. | Reduce -41.8% | 0.33% | −0.46 |
| RGA Reinsurance Group of America | Sold out | 0.00% | −0.42 |
| BAH Booz Allen Hamilton Holdings | Sold out | 0.00% | −0.36 |
| LNSTY London Stock Exchg-Unsp ADR | Reduce -57.3% | 0.15% | −0.32 |
| LLY Eli Lilly & Co. | Reduce -8.2% | 1.78% | −0.27 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.26 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.25 |
| NFLX Netflix Inc. | Reduce -2.5% | 1.20% | −0.22 |
| COST Costco Wholesale Corp. | Reduce -10.9% | 0.83% | −0.20 |
| ISRG Intuitive Surgical Inc. | Reduce -4.5% | 0.54% | −0.17 |
| AXON Axon Enterprise Inc. | Reduce -1.6% | 0.77% | −0.16 |
| DASTY Dassault Systemes S-Spon ADR | Sold out | 0.00% | −0.16 |
| ICE Intercontinental Exchange Inc. | Reduce -0.2% | 1.18% | −0.15 |
| DSNKY Daiichi Sankyo Co.-Spon ADR | Reduce -44.9% | 0.16% | −0.15 |
| RSG Republic Services Inc. | Reduce -9.7% | 0.65% | −0.15 |
| SYK Stryker Corp. | Reduce -0.7% | 1.25% | −0.15 |
| CMG Chipotle Mexican Grill Inc. | Reduce -4.7% | 0.25% | −0.14 |
| ROP Roper Technologies Inc. | Reduce -3.1% | 0.65% | −0.14 |
| NOW ServiceNow Inc. | Reduce -2.0% | 0.71% | −0.13 |
| VNOM Viper Energy Inc. | Sold out | 0.00% | −0.11 |
| MRVL Marvell Technology Inc. | Reduce -20.7% | 0.49% | −0.10 |
| TGT Target Corp. | Reduce -44.9% | 0.08% | −0.09 |
| CCOI Cogent Communications Holdin | Sold out | 0.00% | −0.08 |
| ACN Accenture PLC Class A | Reduce -2.6% | 0.28% | −0.08 |
| IBM Intl Business Machines Corp. | Reduce -1.7% | 0.78% | −0.08 |
| NTDOY Nintendo Co. Ltd.-Unspons ADR | Reduce -0.3% | 0.51% | −0.08 |
| CRM Salesforce Inc. | Reduce -1.9% | 0.34% | −0.07 |
| HEI Heico Corp. | Reduce -2.1% | 0.95% | −0.07 |
| CPAY Corpay Inc. | Reduce -1.7% | 0.31% | −0.07 |
| TYL Tyler Technologies Inc. | Reduce -2.4% | 0.32% | −0.07 |
| MRSH Marsh & McLennan Cos | Reduce -3.1% | 0.40% | −0.06 |
| DIS The Walt Disney Co. | Reduce -2.3% | 0.42% | −0.06 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -3.3% | 0.29% | −0.06 |
| DOW Dow Inc. | Reduce -86.5% | 0.01% | −0.06 |
| PEN Penumbra Inc. | Reduce -3.0% | 0.68% | −0.06 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.2% | 0.43% | −0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -1.3% | 0.54% | −0.05 |
| SBUX Starbucks Corp. | Reduce -0.5% | 0.35% | −0.04 |
| CME Cme Group Inc. | Reduce -8.7% | 0.28% | −0.04 |
| ZTS Zoetis Inc. | Reduce -2.9% | 0.31% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -1.0% | 0.92% | −0.04 |
| MSCI MSCI Inc. | Reduce -1.0% | 0.65% | −0.04 |
| ADP Automatic Data Processing | Reduce -2.5% | 0.32% | −0.04 |
| TMUS T-Mobile US Inc. | Reduce -1.0% | 0.90% | −0.04 |
| NSRGY Nestle SA-Spons ADR | Reduce -12.2% | 0.14% | −0.04 |
| CB Chubb Ltd. | Reduce -0.5% | 0.52% | −0.04 |
| TRNO Terreno Realty Corp. | Reduce -5.9% | 0.37% | −0.03 |
| KMB Kimberly-Clark Corp. | Reduce -13.8% | 0.13% | −0.03 |
| PANW Palo Alto Networks Inc. | Reduce -2.1% | 0.50% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -0.5% | 0.39% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| ORCL Oracle Corp. | Add +105.2% | 1.30% | +0.79 |
| AAPL Apple Inc. | Add +5.0% | 3.61% | +0.74 |
| NVDA Nvidia Corp. | Add +0.6% | 3.81% | +0.49 |
| JCI Johnson Controls Internation | New | 0.45% | +0.45 |
| LIN Linde PLC | Add +81.5% | 0.83% | +0.36 |
| IDXX Idexx Laboratories Inc. | Add +34.6% | 0.73% | +0.26 |
| AMD Advanced Micro Devices | Add +36.4% | 0.67% | +0.22 |
| EADSY Airbus SE - Unsp ADR | Add +45.5% | 0.56% | +0.20 |
| MSFT Microsoft Corp. | Add +3.4% | 4.73% | +0.18 |
| PFG Principal Financial Group | Add +71.0% | 0.40% | +0.17 |
| DSDVY DSV A/S - Unsp ADR | New | 0.15% | +0.15 |
| EXPGY Experian PLC-Spons ADR | Add +75.8% | 0.33% | +0.13 |
| VNOM Viper Energy Inc. Class A | New | 0.12% | +0.12 |
| WDAY Workday Inc. Class A | Add +22.4% | 0.70% | +0.11 |
| GD General Dynamics Corp. | Add +0.6% | 0.63% | +0.07 |
| VTI VG Morningstar TS MKT ETF-US | Add +8.4% | 0.47% | +0.05 |
| PEP Pepsico Inc. | Add +2.3% | 1.04% | +0.05 |
| D Dominion Energy Inc. | Add +67.1% | 0.11% | +0.05 |
| BLK BlackRock Inc. | Add +0.2% | 0.53% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +1.0% | 0.14% | +0.04 |
| EUFN iShares MSCI Europe Financia | Add +0.2% | 0.73% | +0.03 |
| META Meta Platforms Inc. Class A | Add +6.7% | 1.18% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Add +178.9% | 0.03% | +0.02 |
| AZN Astrazeneca PLC-Spons ADR | Add +1.1% | 0.32% | +0.02 |
| BCS Barclays PLC-Spons ADR | Add +2.6% | 0.22% | +0.02 |
| IAU iShares Gold Trust | Add +22.7% | 0.07% | +0.02 |
| WFC Wells Fargo & Co. | Add +0.1% | 1.60% | +0.02 |
| EWJ iShares MSCI Japan ETF | Add +0.6% | 0.36% | +0.01 |
| A Agilent Technologies Inc. | Add +0.3% | 0.26% | +0.01 |
| YUM Yum! Brands Inc. | Add +3.8% | 0.45% | +0.01 |
| NEE Nextera Energy Inc. | Add +9.4% | 0.07% | +0.01 |
| CMA Comerica Inc. | Add +5.0% | 0.06% | +0.01 |
| GLW Corning Inc. | Add +5.9% | 0.02% | +0.01 |
| EVR Evercore Inc. Class A | New | 0.01% | +0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.01% | +0.01 |
| ES Eversource Energy | New | 0.01% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +16.9% | 0.04% | +0.01 |
| BP BP PLC-Spons ADR | Add +0.4% | 0.08% | +0.01 |
| ATO Atmos Energy Corp. | New | 0.01% | +0.01 |
| CVS CVS Health Corp. | New | 0.01% | +0.01 |
| SWK Stanley Black & Decker Inc. | New | 0.01% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.01% | +0.01 |
| BX Blackstone Inc. | Add +3.9% | 0.05% | +0.01 |
| HEDJ Wisdomtree Europe Hedged Equ | Add +0.5% | 0.34% | +0.01 |
| NDSN Nordson Corp. | Add +3.5% | 0.10% | +0.01 |
| SHOP Shopify Inc. Class A | Add +6.8% | 0.02% | +0.00 |
| MPC Marathon Petroleum Corp. | Add +2.6% | 0.02% | +0.00 |
| CCJ Cameco Corp. | Add +7.1% | 0.02% | +0.00 |
| O Realty Income Corp. | Add +0.1% | 0.12% | +0.00 |
| ENB Enbridge Inc. | Add +3.3% | 0.02% | +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 |