Azimuth Capital Investment Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Azimuth Capital Investment Management LLC reported 307 stock positions worth $2.8 billion. Its top holding was Microsoft (MSFT) at 4.4% of the portfolio, followed by Apple (AAPL, 4.1%) and Nvidia (NVDA, 3.8%). Compared with Q3 2025, it opened 16 new positions, sold out of 8, added to 95 and reduced 156. The biggest buy was Hershey (HSY, shares +555%) and the biggest sale Netflix (NFLX, shares −59%).
- Most Recent 13F
- Q2 2026
- Location
- BLOOMFIELD HILLS, MI
- CIK
- 0001942364
- Portfolio Value
- $2.8B (Q4 2025)
- SEC Filing
- 0001942364-26-000001 ↗ filed Feb 12, 2026
Holdings Value
Holdings 307 stocks · $2.8B
| MSFT Microsoft Corp. | 4.44% | 255,805 | $123.7M | Add +0.6% |
| AAPL Apple Inc. | 4.06% | 415,934 | $113.1M | Add +5.4% |
| NVDA Nvidia Corp. | 3.85% | 575,144 | $107.3M | Add +1.2% |
| AVGO Broadcom Inc. | 3.10% | 250,134 | $86.6M | Reduce -1.6% |
| GOOGL Alphabet Inc. Class A | 2.88% | 256,809 | $80.4M | Reduce -1.9% |
| LLY Eli Lilly & Co. | 2.46% | 63,839 | $68.6M | Reduce -1.8% |
| WFC Wells Fargo & Co. | 1.75% | 522,898 | $48.7M | Reduce -1.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.58% | 802,117 | $44.1M | Reduce -0.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 1.54% | 370,894 | $43.1M | Reduce -7.4% |
| V Visa Inc. Class A | 1.47% | 117,152 | $41.1M | Reduce -0.9% |
| MPWR Monolithic Power Systems Inc. | 1.18% | 36,210 | $32.8M | Add +7.9% |
| JPM JPMorgan Chase & Co. | 1.15% | 99,154 | $31.9M | Reduce -2.3% |
| AMZN Amazon.com Inc. | 1.13% | 136,907 | $31.6M | Add +17.3% |
| PEP Pepsico Inc. | 1.04% | 201,961 | $29.0M | Reduce -1.6% |
| AMD Advanced Micro Devices | 1.01% | 130,890 | $28.0M | Add +13.2% |
| BA The Boeing Co. | 1.00% | 128,203 | $27.8M | Add +0.3% |
| HSY The Hershey Co. | 0.96% | 146,663 | $26.7M | Add +555.0% |
| XOM Exxon Mobil Corp. | 0.94% | 218,765 | $26.3M | Reduce -0.2% |
| HEI Heico Corp. | 0.94% | 81,229 | $26.3M | Reduce -1.0% |
| META Meta Platforms Inc. Class A | 0.93% | 39,478 | $26.1M | Reduce -11.5% |
| WMT Walmart Inc. | 0.92% | 230,977 | $25.7M | Reduce -4.2% |
| ABBV Abbvie Inc. | 0.87% | 106,623 | $24.4M | Reduce -0.5% |
| APH Amphenol Corp. Class A | 0.86% | 176,973 | $23.9M | Reduce -2.5% |
| WEC WEC Energy Group Inc. | 0.85% | 226,072 | $23.8M | Reduce -1.2% |
| CTVA Corteva Inc. | 0.85% | 355,348 | $23.8M | Reduce -21.9% |
| ORCL Oracle Corp. | 0.83% | 118,541 | $23.1M | Reduce -8.1% |
| EUFN iShares MSCI Europe Financia | 0.79% | 591,875 | $22.0M | Add +0.7% |
| IDXX Idexx Laboratories Inc. | 0.77% | 31,825 | $21.5M | Reduce -0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.76% | 71,351 | $21.1M | Reduce -7.8% |
| COST Costco Wholesale Corp. | 0.75% | 24,316 | $21.0M | Reduce -2.8% |
| MA Mastercard Inc. Class A | 0.74% | 36,098 | $20.6M | Reduce -1.0% |
| ADSK Autodesk Inc. | 0.74% | 69,255 | $20.5M | Reduce -2.3% |
| PEN Penumbra Inc. | 0.73% | 65,763 | $20.4M | Reduce -12.6% |
| XEL Xcel Energy Inc. | 0.72% | 270,305 | $20.0M | New |
| SYK Stryker Corp. | 0.69% | 54,662 | $19.2M | Reduce -42.0% |
| CASY Casey's General Stores Inc. | 0.69% | 34,565 | $19.1M | Reduce -1.7% |
| JNJ Johnson & Johnson | 0.68% | 91,393 | $18.9M | Reduce -1.4% |
| ISRG Intuitive Surgical Inc. | 0.64% | 31,493 | $17.8M | Reduce -5.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.63% | 58,235 | $17.7M | Reduce -1.1% |
| WCC Wesco International Inc. | 0.63% | 71,716 | $17.5M | New |
| FAST Fastenal Co. | 0.63% | 436,537 | $17.5M | Add +0.3% |
| NBIX Neurocrine Biosciences Inc. | 0.62% | 122,278 | $17.3M | Add +73.0% |
| GD General Dynamics Corp. | 0.62% | 51,017 | $17.2M | Reduce -0.3% |
| EEM iShares MSCI Emerging Market | 0.61% | 313,056 | $17.1M | Add +23.9% |
| MRVL Marvell Technology Inc. | 0.59% | 193,137 | $16.4M | Add +20.0% |
| WDAY Workday Inc. Class A | 0.58% | 75,728 | $16.3M | Reduce -6.6% |
| RSG Republic Services Inc. | 0.57% | 74,765 | $15.8M | Reduce -5.5% |
| CVX Chevron Corp. | 0.57% | 103,756 | $15.8M | Add +4.1% |
| CB Chubb Ltd. | 0.57% | 50,591 | $15.8M | Reduce -1.1% |
| NOW ServiceNow Inc. | 0.56% | 102,605 | $15.7M | Reduce -4.8% |
| EADSY Airbus SE - Unsp ADR | 0.56% | 269,338 | $15.7M | Add +0.5% |
| C Citigroup Inc. | 0.56% | 133,888 | $15.6M | Add +1.4% |
| VEEV Veeva Systems Inc. Class A | 0.55% | 68,947 | $15.4M | Reduce -0.9% |
| HD Home Depot Inc. | 0.54% | 43,635 | $15.0M | Reduce -0.8% |
| INTU Intuit Inc. | 0.53% | 22,382 | $14.8M | Reduce -21.8% |
| AXON Axon Enterprise Inc. | 0.53% | 25,843 | $14.7M | Reduce -13.0% |
| JCI Johnson Controls Internation | 0.52% | 121,294 | $14.5M | Add +7.2% |
| MRK Merck & Co. Inc. | 0.51% | 135,818 | $14.3M | Reduce -1.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.51% | 30,363 | $14.2M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.50% | 41,760 | $14.0M | Add +5.1% |
| BLK BlackRock Inc. | 0.49% | 12,763 | $13.7M | Add +0.4% |
| DUK Duke Energy Corp. | 0.49% | 116,198 | $13.6M | Reduce -0.4% |
| RMD Resmed Inc. | 0.48% | 55,525 | $13.4M | Reduce -0.3% |
| CMI Cummins Inc. | 0.47% | 25,719 | $13.1M | New |
| ICE Intercontinental Exchange Inc. | 0.47% | 80,770 | $13.1M | Reduce -58.6% |
| PNC PNC Financial Services Group | 0.46% | 61,981 | $12.9M | Add +4.1% |
| STT State Street Corp. | 0.46% | 98,864 | $12.8M | Reduce -7.7% |
| GIL Gildan Activewear Inc. | 0.45% | 202,755 | $12.7M | New |
| XYL Xylem Inc. | 0.45% | 92,770 | $12.6M | Add +1.1% |
| YUM Yum! Brands Inc. | 0.45% | 83,438 | $12.6M | Add +0.6% |
| ROST Ross Stores Inc. | 0.45% | 68,971 | $12.4M | Reduce -2.5% |
| LIN Linde PLC | 0.44% | 29,057 | $12.4M | Reduce -40.1% |
| PANW Palo Alto Networks Inc. | 0.44% | 66,601 | $12.3M | Reduce -2.9% |
| PFG Principal Financial Group | 0.44% | 137,953 | $12.2M | Add +2.6% |
| TMUS T-Mobile US Inc. | 0.43% | 59,412 | $12.1M | Reduce -43.4% |
| MSCI MSCI Inc. | 0.43% | 20,718 | $11.9M | Reduce -34.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.42% | 102,552 | $11.7M | Reduce -0.5% |
| GILD Gilead Sciences Inc. | 0.42% | 94,596 | $11.6M | Add +0.8% |
| UBER Uber Technologies Inc. | 0.41% | 141,594 | $11.6M | Reduce -35.3% |
| DSDVY DSV A/S - Unsp ADR | 0.41% | 90,319 | $11.5M | Add +111.7% |
| CSCO Cisco Systems Inc. | 0.41% | 148,783 | $11.5M | Reduce -1.0% |
| MMM 3M Co. | 0.41% | 70,885 | $11.3M | Reduce -1.1% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.40% | 290,273 | $11.1M | Add +3.5% |
| SHW The Sherwin-Williams Co. | 0.40% | 34,146 | $11.1M | Reduce -3.0% |
| KO The Coca-Cola Co. | 0.39% | 156,051 | $10.9M | Add +0.5% |
| NTDOY Nintendo Co. Ltd.-Unspons ADR | 0.39% | 639,958 | $10.8M | Reduce -1.5% |
| NFLX Netflix Inc. | 0.39% | 114,694 | $10.8M | Reduce -58.8% |
| AZN Astrazeneca PLC | 0.38% | 116,470 | $10.7M | New |
| MTUAY Mtu Aero Engines-Unspon ADR | 0.38% | 51,014 | $10.6M | Reduce -4.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.38% | 9,943 | $10.6M | Reduce -19.4% |
| BND Vanguard Total Bond Market | 0.37% | 138,000 | $10.2M | Add +10.5% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.37% | 192,280 | $10.2M | Add +1.9% |
| PG The Procter & Gamble Co. | 0.37% | 71,183 | $10.2M | Reduce -0.5% |
| UNP Union Pacific Corp. | 0.37% | 44,051 | $10.2M | Reduce -1.5% |
| TRNO Terreno Realty Corp. | 0.36% | 172,942 | $10.2M | Reduce -5.6% |
| TXN Texas Instruments Inc. | 0.36% | 58,271 | $10.1M | Add +1.9% |
| EWJ iShares MSCI Japan ETF | 0.36% | 125,145 | $10.1M | Add +1.2% |
| CRM Salesforce Inc. | 0.36% | 37,780 | $10.0M | Reduce -5.3% |
| MDLZ Mondelez International Inc. Class A | 0.36% | 185,582 | $10.0M | Reduce -2.8% |
| NOK Nokia Corp.-Spon ADR | 0.35% | 1,521,940 | $9.8M | New |
Portfolio Sells Q3 2025 → Q4 2025
| NFLX Netflix Inc. | Reduce -58.8% | 0.39% | −0.81 |
| ICE Intercontinental Exchange Inc. | Reduce -58.6% | 0.47% | −0.71 |
| ROP Roper Technologies Inc. | Reduce -97.2% | 0.02% | −0.64 |
| SYK Stryker Corp. | Reduce -42.0% | 0.69% | −0.56 |
| ORCL Oracle Corp. | Reduce -8.1% | 0.83% | −0.47 |
| TMUS T-Mobile US Inc. | Reduce -43.4% | 0.43% | −0.47 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.40 |
| LIN Linde PLC | Reduce -40.1% | 0.44% | −0.38 |
| UBER Uber Technologies Inc. | Reduce -35.3% | 0.41% | −0.36 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.33 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.32 |
| MELI MercadoLibre Inc. | Reduce -57.0% | 0.18% | −0.31 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.25 |
| CTVA Corteva Inc. | Reduce -21.9% | 0.85% | −0.25 |
| META Meta Platforms Inc. Class A | Reduce -11.5% | 0.93% | −0.24 |
| AXON Axon Enterprise Inc. | Reduce -13.0% | 0.53% | −0.24 |
| MSCI MSCI Inc. | Reduce -34.9% | 0.43% | −0.22 |
| VEEV Veeva Systems Inc. Class A | Reduce -0.9% | 0.55% | −0.19 |
| INTU Intuit Inc. | Reduce -21.8% | 0.53% | −0.17 |
| NOW ServiceNow Inc. | Reduce -4.8% | 0.56% | −0.15 |
| NICE Nice Ltd. - Spon ADR | Sold out | 0.00% | −0.14 |
| NTDOY Nintendo Co. Ltd.-Unspons ADR | Reduce -1.5% | 0.39% | −0.12 |
| WDAY Workday Inc. Class A | Reduce -6.6% | 0.58% | −0.12 |
| VZ Verizon Communications Inc. | Reduce -22.2% | 0.29% | −0.11 |
| HD Home Depot Inc. | Reduce -0.8% | 0.54% | −0.10 |
| PAYX Paychex Inc. | Reduce -29.4% | 0.16% | −0.10 |
| KMI Kinder Morgan Inc. | Reduce -32.5% | 0.18% | −0.10 |
| WEC WEC Energy Group Inc. | Reduce -1.2% | 0.85% | −0.09 |
| RSG Republic Services Inc. | Reduce -5.5% | 0.57% | −0.08 |
| CSGP Costar Group Inc. | Reduce -8.2% | 0.23% | −0.08 |
| COST Costco Wholesale Corp. | Reduce -2.8% | 0.75% | −0.08 |
| WELL Welltower Inc. | Reduce -24.1% | 0.28% | −0.08 |
| ADSK Autodesk Inc. | Reduce -2.3% | 0.74% | −0.07 |
| TYL Tyler Technologies Inc. | Reduce -10.8% | 0.25% | −0.07 |
| MDLZ Mondelez International Inc. Class A | Reduce -2.8% | 0.36% | −0.07 |
| ZTS Zoetis Inc. | Reduce -8.9% | 0.24% | −0.07 |
| RMD Resmed Inc. | Reduce -0.3% | 0.48% | −0.07 |
| KMB Kimberly-Clark Corp. | Reduce -41.2% | 0.06% | −0.07 |
| PANW Palo Alto Networks Inc. | Reduce -2.9% | 0.44% | −0.06 |
| MTUAY Mtu Aero Engines-Unspon ADR | Reduce -4.0% | 0.38% | −0.06 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -19.4% | 0.38% | −0.05 |
| ADP Automatic Data Processing | Reduce -0.4% | 0.28% | −0.04 |
| SHW The Sherwin-Williams Co. | Reduce -3.0% | 0.40% | −0.04 |
| DUK Duke Energy Corp. | Reduce -0.4% | 0.49% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -0.5% | 0.37% | −0.03 |
| CASY Casey's General Stores Inc. | Reduce -1.7% | 0.69% | −0.03 |
| CHKP Check Point Software Tech | Reduce -5.6% | 0.16% | −0.03 |
| IBM Intl Business Machines Corp. | Reduce -7.8% | 0.76% | −0.03 |
| ABT Abbott Laboratories | Reduce -2.2% | 0.27% | −0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -0.1% | 0.51% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| HSY The Hershey Co. | Add +555.0% | 0.96% | +0.81 |
| XEL Xcel Energy Inc. | New | 0.72% | +0.72 |
| WCC Wesco International Inc. | New | 0.63% | +0.63 |
| CMI Cummins Inc. | New | 0.47% | +0.47 |
| GIL Gildan Activewear Inc. | New | 0.45% | +0.45 |
| AAPL Apple Inc. | Add +5.4% | 4.06% | +0.45 |
| AZN Astrazeneca PLC | New | 0.38% | +0.38 |
| NOK Nokia Corp.-Spon ADR | New | 0.35% | +0.35 |
| EW Edwards Lifesciences Corp. | New | 0.35% | +0.35 |
| Marsh & McLennan Companies Inc | New | 0.35% | +0.35 |
| AMD Advanced Micro Devices | Add +13.2% | 1.01% | +0.33 |
| NBIX Neurocrine Biosciences Inc. | Add +73.0% | 0.62% | +0.27 |
| DSDVY DSV A/S - Unsp ADR | Add +111.7% | 0.41% | +0.26 |
| SR Spire Inc. | New | 0.25% | +0.25 |
| AMZN Amazon.com Inc. | Add +17.3% | 1.13% | +0.21 |
| CVS CVS Health Corp. | Add +1734.4% | 0.15% | +0.14 |
| EEM iShares MSCI Emerging Market | Add +23.9% | 0.61% | +0.13 |
| VOO Vanguard S&P 500 ETF | Add +312.4% | 0.15% | +0.11 |
| BBY Best Buy Co. Inc. | Add +125.0% | 0.22% | +0.11 |
| MRVL Marvell Technology Inc. | Add +20.0% | 0.59% | +0.10 |
| TEAM Atlassian Corp. Class A | Add +32.1% | 0.34% | +0.09 |
| C Citigroup Inc. | Add +1.4% | 0.56% | +0.08 |
| JCI Johnson Controls Internation | Add +7.2% | 0.52% | +0.07 |
| MPWR Monolithic Power Systems Inc. | Add +7.9% | 1.18% | +0.07 |
| EUFN iShares MSCI Europe Financia | Add +0.7% | 0.79% | +0.06 |
| BMY Bristol-Myers Squibb Co. | Add +11.8% | 0.23% | +0.06 |
| BCS Barclays PLC-Spons ADR | Add +1.4% | 0.27% | +0.05 |
| SLB SLB Ltd. | Add +3.5% | 0.40% | +0.05 |
| D Dominion Energy Inc. | Add +45.5% | 0.16% | +0.04 |
| GILD Gilead Sciences Inc. | Add +0.8% | 0.42% | +0.04 |
| NVDA Nvidia Corp. | Add +1.2% | 3.85% | +0.04 |
| PFG Principal Financial Group | Add +2.6% | 0.44% | +0.04 |
| PNC PNC Financial Services Group | Add +4.1% | 0.46% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +5.1% | 0.50% | +0.03 |
| BND Vanguard Total Bond Market | Add +10.5% | 0.37% | +0.03 |
| HDB HDFC Bank Ltd.-ADR | Add +1.6% | 0.35% | +0.03 |
| HEDJ Wisdomtree Europe Hedged Equ | Add +1.9% | 0.37% | +0.02 |
| A Agilent Technologies Inc. | Add +2.6% | 0.28% | +0.02 |
| KO The Coca-Cola Co. | Add +0.5% | 0.39% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +51.3% | 0.05% | +0.02 |
| BUD Anheuser-Busch Inbev-SPN ADR | Add +3.7% | 0.17% | +0.02 |
| RSP Invesco S&P 500 Equal Weight | Add +6.9% | 0.21% | +0.01 |
| CVX Chevron Corp. | Add +4.1% | 0.57% | +0.01 |
| SJM The JM Smucker Co. | New | 0.01% | +0.01 |
| PFE Pfizer Inc. | Add +5.6% | 0.34% | +0.01 |
| IAU iShares Gold Trust | Add +1.9% | 0.08% | +0.01 |
| KHC The Kraft Heinz Co. | New | 0.01% | +0.01 |
| TGT Target Corp. | Add +1.3% | 0.09% | +0.01 |
| ALAB Astera Labs Inc. | New | 0.01% | +0.01 |
| CME Cme Group Inc. | Add +2.0% | 0.29% | +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 |