Azimuth Capital Investment Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Azimuth Capital Investment Management LLC reported 300 stock positions worth $2.7 billion. Its top holding was Apple (AAPL) at 4.3% of the portfolio, followed by Nvidia (NVDA, 3.8%) and Microsoft (MSFT, 3.4%). Compared with Q4 2025, it opened 10 new positions, sold out of 17, added to 110 and reduced 146. The biggest buy was GE Vernova (GEV, shares +1057%) and the biggest sale Microsoft (MSFT, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- BLOOMFIELD HILLS, MI
- CIK
- 0001942364
- Portfolio Value
- $2.7B (Q1 2026)
- SEC Filing
- 0001942364-26-000002 ↗ filed May 12, 2026
Holdings Value
Holdings 300 stocks · $2.7B
| AAPL Apple Inc. | 4.34% | 454,841 | $115.4M | Add +9.3% |
| NVDA Nvidia Corp. | 3.83% | 583,726 | $101.8M | Add +1.5% |
| MSFT Microsoft Corp. | 3.38% | 242,846 | $89.9M | Reduce -5.1% |
| AVGO Broadcom Inc. | 2.93% | 251,841 | $77.9M | Add +0.7% |
| GOOGL Alphabet Inc. Class A | 2.69% | 248,975 | $71.6M | Reduce -3.0% |
| LLY Eli Lilly & Co. | 2.31% | 66,598 | $61.3M | Add +4.3% |
| PEP Pepsico Inc. | 1.61% | 275,069 | $42.7M | Add +36.2% |
| MPWR Monolithic Power Systems Inc. | 1.48% | 36,073 | $39.4M | Reduce -0.4% |
| HSY The Hershey Co. | 1.41% | 179,858 | $37.4M | Add +22.6% |
| XOM Exxon Mobil Corp. | 1.35% | 211,183 | $35.8M | Reduce -3.5% |
| CVX Chevron Corp. | 1.17% | 150,297 | $31.1M | Add +44.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.10% | 598,471 | $29.2M | Reduce -25.4% |
| JPM JPMorgan Chase & Co. | 1.07% | 97,037 | $28.5M | Reduce -2.1% |
| WFC Wells Fargo & Co. | 1.04% | 345,910 | $27.5M | Reduce -33.9% |
| SLB SLB Ltd. filed as SLB LIMITED | 1.03% | 531,948 | $27.3M | Add +83.3% |
| AMD Advanced Micro Devices | 1.01% | 132,339 | $26.9M | Add +1.1% |
| WMT Walmart Inc. | 1.01% | 216,183 | $26.9M | Reduce -6.4% |
| WEC WEC Energy Group Inc. | 0.98% | 225,562 | $26.1M | Reduce -0.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.98% | 218,606 | $25.9M | Reduce -41.1% |
| BA The Boeing Co. | 0.97% | 129,329 | $25.7M | Add +0.9% |
| V Visa Inc. Class A | 0.92% | 80,771 | $24.4M | Reduce -31.1% |
| MRVL Marvell Technology Inc. | 0.87% | 232,738 | $23.1M | Add +20.5% |
| COST Costco Wholesale Corp. | 0.86% | 22,827 | $22.7M | Reduce -6.1% |
| META Meta Platforms Inc. Class A | 0.85% | 39,425 | $22.6M | Reduce -0.1% |
| YUM Yum! Brands Inc. | 0.84% | 143,968 | $22.4M | Add +72.5% |
| ABBV Abbvie Inc. | 0.83% | 101,872 | $22.2M | Reduce -4.5% |
| AMZN Amazon.com Inc. | 0.83% | 105,734 | $22.0M | Reduce -22.8% |
| JNJ Johnson & Johnson | 0.81% | 88,108 | $21.5M | Reduce -3.6% |
| EUFN iShares MSCI Europe Financia | 0.78% | 597,745 | $20.8M | Add +1.0% |
| XEL Xcel Energy Inc. | 0.78% | 261,445 | $20.8M | Reduce -3.3% |
| GIL Gildan Activewear Inc. | 0.77% | 369,258 | $20.5M | Add +82.1% |
| GEV GE Vernova Inc. | 0.75% | 22,956 | $20.0M | Add +1057.1% |
| FAST Fastenal Co. | 0.75% | 430,829 | $20.0M | Reduce -1.3% |
| EEM iShares MSCI Emerging Market | 0.69% | 320,528 | $18.2M | Add +2.4% |
| MA Mastercard Inc. Class A | 0.68% | 35,971 | $18.0M | Reduce -0.3% |
| EW Edwards Lifesciences Corp. | 0.67% | 223,417 | $17.9M | Add +94.0% |
| ORCL Oracle Corp. | 0.66% | 119,259 | $17.5M | Add +0.6% |
| SYK Stryker Corp. | 0.66% | 53,389 | $17.5M | Reduce -2.3% |
| GD General Dynamics Corp. | 0.66% | 50,922 | $17.5M | Reduce -0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.65% | 70,755 | $17.2M | Reduce -0.8% |
| IDXX Idexx Laboratories Inc. | 0.64% | 30,214 | $17.0M | Reduce -5.1% |
| WCC Wesco International Inc. | 0.64% | 61,783 | $16.9M | Reduce -13.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.62% | 48,947 | $16.5M | Reduce -15.9% |
| APH Amphenol Corp. Class A | 0.62% | 130,486 | $16.5M | Reduce -26.3% |
| CASY Casey's General Stores Inc. | 0.62% | 22,651 | $16.5M | Reduce -34.5% |
| CB Chubb Ltd. | 0.62% | 50,410 | $16.4M | Reduce -0.4% |
| JCI Johnson Controls Internation | 0.61% | 124,484 | $16.3M | Add +2.6% |
| GNRC Generac Holdings Inc. | 0.61% | 82,924 | $16.2M | New |
| CTVA Corteva Inc. | 0.60% | 191,895 | $16.1M | Reduce -46.0% |
| NBIX Neurocrine Biosciences Inc. | 0.60% | 121,704 | $16.0M | Reduce -0.5% |
| MRK Merck & Co. Inc. | 0.60% | 132,533 | $15.9M | Reduce -2.4% |
| ABNB Airbnb Inc. Class A | 0.60% | 126,196 | $15.9M | Add +1174.7% |
| ADSK Autodesk Inc. | 0.59% | 66,022 | $15.8M | Reduce -4.7% |
| C Citigroup Inc. | 0.59% | 137,648 | $15.6M | Add +2.8% |
| CPAY Corpay Inc. | 0.57% | 52,192 | $15.2M | Add +80.3% |
| ROST Ross Stores Inc. | 0.57% | 70,037 | $15.2M | Add +1.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.57% | 11,424 | $15.1M | Add +14.9% |
| CMI Cummins Inc. | 0.55% | 27,173 | $14.6M | Add +5.7% |
| RSG Republic Services Inc. | 0.55% | 66,607 | $14.6M | Reduce -10.9% |
| ISRG Intuitive Surgical Inc. | 0.53% | 30,703 | $14.2M | Reduce -2.5% |
| HD Home Depot Inc. | 0.53% | 42,778 | $14.1M | Reduce -2.0% |
| VZ Verizon Communications Inc. | 0.53% | 278,904 | $14.0M | Add +39.4% |
| LIN Linde PLC | 0.52% | 27,900 | $13.8M | Reduce -4.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.51% | 42,100 | $13.5M | Add +0.8% |
| MRAAY Murata Manufactur-Unspon ADR | 0.51% | 1,256,588 | $13.5M | New |
| GILD Gilead Sciences Inc. | 0.51% | 96,471 | $13.4M | Add +2.0% |
| PNC PNC Financial Services Group | 0.50% | 63,867 | $13.3M | Add +3.0% |
| STT State Street Corp. | 0.49% | 102,169 | $12.9M | Add +3.3% |
| HEI Heico Corp. | 0.48% | 46,371 | $12.7M | Reduce -42.9% |
| DUK Duke Energy Corp. | 0.47% | 95,971 | $12.6M | Reduce -17.4% |
| TMUS T-Mobile US Inc. | 0.46% | 58,286 | $12.2M | Reduce -1.9% |
| BLK BlackRock Inc. | 0.46% | 12,727 | $12.2M | Reduce -0.3% |
| ICE Intercontinental Exchange Inc. | 0.46% | 77,574 | $12.2M | Reduce -4.0% |
| RMD Resmed Inc. | 0.46% | 54,275 | $12.2M | Reduce -2.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.46% | 31,179 | $12.2M | Add +2.7% |
| KO The Coca-Cola Co. | 0.45% | 156,031 | $11.9M | Reduce -0.0% |
| NOK Nokia Corp.-Spon ADR | 0.45% | 1,475,220 | $11.9M | Reduce -3.1% |
| TMO Thermo Fisher Scientific Inc. | 0.44% | 23,984 | $11.8M | Add +630.5% |
| TXN Texas Instruments Inc. | 0.44% | 59,893 | $11.6M | Add +2.8% |
| AZN Astrazeneca PLC | 0.43% | 58,545 | $11.5M | Add +0.5% |
| CSCO Cisco Systems Inc. | 0.43% | 147,310 | $11.4M | Reduce -1.0% |
| PFE Pfizer Inc. | 0.42% | 401,847 | $11.3M | Add +5.5% |
| EWJ iShares MSCI Japan ETF | 0.42% | 130,725 | $11.0M | Add +4.5% |
| SHW The Sherwin-Williams Co. | 0.41% | 34,370 | $11.0M | Add +0.7% |
| MSCI MSCI Inc. | 0.41% | 20,437 | $11.0M | Reduce -1.4% |
| UNP Union Pacific Corp. | 0.41% | 44,585 | $10.8M | Add +1.2% |
| DSDVY DSV A/S - Unsp ADR | 0.40% | 91,129 | $10.8M | Add +0.9% |
| MDLZ Mondelez International Inc. Class A | 0.40% | 184,100 | $10.6M | Reduce -0.8% |
| BND Vanguard Total Bond Market | 0.40% | 143,000 | $10.5M | Add +3.6% |
| PANW Palo Alto Networks Inc. | 0.40% | 65,619 | $10.5M | Reduce -1.5% |
| PG The Procter & Gamble Co. | 0.39% | 72,638 | $10.5M | Add +2.0% |
| SBUX Starbucks Corp. | 0.39% | 116,966 | $10.5M | Add +1.5% |
| SO The Southern Co. | 0.39% | 107,218 | $10.3M | Add +1.4% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.39% | 197,210 | $10.3M | Add +2.6% |
| LMT Lockheed Martin Corp. | 0.38% | 16,817 | $10.2M | Add +46.2% |
| NFLX Netflix Inc. | 0.38% | 105,612 | $10.2M | Reduce -7.9% |
| UBER Uber Technologies Inc. | 0.37% | 137,850 | $9.9M | Reduce -2.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.37% | 102,773 | $9.9M | Add +0.2% |
| TRNO Terreno Realty Corp. | 0.37% | 159,097 | $9.8M | Reduce -8.0% |
| CME Cme Group Inc. | 0.34% | 30,736 | $9.1M | Add +3.2% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -5.1% | 3.38% | −1.05 |
| PEN Penumbra Inc. | Reduce -97.6% | 0.02% | −0.71 |
| WFC Wells Fargo & Co. | Reduce -33.9% | 1.04% | −0.71 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.58 |
| BNY Bank of New York Mellon Corp. | Reduce -41.1% | 0.98% | −0.57 |
| V Visa Inc. Class A | Reduce -31.1% | 0.92% | −0.55 |
| BAC Bank of America Corp. | Reduce -25.4% | 1.10% | −0.48 |
| HEI Heico Corp. | Reduce -42.9% | 0.48% | −0.46 |
| XYL Xylem Inc. | Sold out | 0.00% | −0.45 |
| Marsh & McLennan Companies Inc | Sold out | 0.00% | −0.35 |
| CRM Salesforce Inc. | Reduce -95.2% | 0.01% | −0.35 |
| AMZN Amazon.com Inc. | Reduce -22.8% | 0.83% | −0.30 |
| VEEV Veeva Systems Inc. Class A | Reduce -34.1% | 0.30% | −0.25 |
| TYL Tyler Technologies Inc. | Sold out | 0.00% | −0.25 |
| CTVA Corteva Inc. | Reduce -46.0% | 0.60% | −0.25 |
| APH Amphenol Corp. Class A | Reduce -26.3% | 0.62% | −0.24 |
| AXON Axon Enterprise Inc. | Reduce -28.8% | 0.29% | −0.23 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −0.23 |
| EADSY Airbus SE - Unsp ADR | Reduce -28.2% | 0.34% | −0.23 |
| INTU Intuit Inc. | Reduce -15.4% | 0.31% | −0.22 |
| NOW ServiceNow Inc. | Reduce -15.4% | 0.34% | −0.22 |
| ZTS Zoetis Inc. | Reduce -87.3% | 0.03% | −0.21 |
| TEAM Atlassian Corp. Class A | Reduce -12.9% | 0.13% | −0.21 |
| MTUAY Mtu Aero Engines-Unspon ADR | Reduce -45.8% | 0.19% | −0.20 |
| HDB HDFC Bank Ltd.-ADR | Reduce -38.5% | 0.15% | −0.19 |
| GOOGL Alphabet Inc. Class A | Reduce -3.0% | 2.69% | −0.19 |
| MMM 3M Co. | Reduce -38.8% | 0.24% | −0.17 |
| CHKP Check Point Software Tech | Sold out | 0.00% | −0.16 |
| DSNKY Daiichi Sankyo Co.-Spon ADR | Sold out | 0.00% | −0.14 |
| ADSK Autodesk Inc. | Reduce -4.7% | 0.59% | −0.14 |
| IDXX Idexx Laboratories Inc. | Reduce -5.1% | 0.64% | −0.13 |
| EXPGY Experian PLC-Spons ADR | Reduce -29.4% | 0.17% | −0.13 |
| LZAGY Lonza Group AG-Unspon ADR | Reduce -36.9% | 0.20% | −0.13 |
| PAYX Paychex Inc. | Reduce -71.9% | 0.04% | −0.12 |
| IBM Intl Business Machines Corp. | Reduce -0.8% | 0.65% | −0.11 |
| ISRG Intuitive Surgical Inc. | Reduce -2.5% | 0.53% | −0.11 |
| PFG Principal Financial Group | Reduce -29.2% | 0.33% | −0.11 |
| META Meta Platforms Inc. Class A | Reduce -0.1% | 0.85% | −0.09 |
| BBY Best Buy Co. Inc. | Reduce -34.3% | 0.15% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -2.1% | 1.07% | −0.07 |
| NTDOY Nintendo Co. Ltd.-Unspons ADR | Reduce -3.3% | 0.32% | −0.07 |
| ACN Accenture PLC Class A | Reduce -0.0% | 0.23% | −0.07 |
| CASY Casey's General Stores Inc. | Reduce -34.5% | 0.62% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -0.3% | 0.68% | −0.06 |
| CMA Comerica Inc. | Sold out | 0.00% | −0.06 |
| UNH Unitedhealth Group Inc. | Reduce -0.9% | 0.26% | −0.05 |
| PANW Palo Alto Networks Inc. | Reduce -1.5% | 0.40% | −0.04 |
| UBER Uber Technologies Inc. | Reduce -2.6% | 0.37% | −0.04 |
| ABBV Abbvie Inc. | Reduce -4.5% | 0.83% | −0.04 |
| BLK BlackRock Inc. | Reduce -0.3% | 0.46% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| GEV GE Vernova Inc. | Add +1057.1% | 0.75% | +0.71 |
| SLB SLB Ltd. | Add +83.3% | 1.03% | +0.63 |
| GNRC Generac Holdings Inc. | New | 0.61% | +0.61 |
| CVX Chevron Corp. | Add +44.9% | 1.17% | +0.60 |
| PEP Pepsico Inc. | Add +36.2% | 1.61% | +0.57 |
| ABNB Airbnb Inc. Class A | Add +1174.7% | 0.60% | +0.55 |
| MRAAY Murata Manufactur-Unspon ADR | New | 0.51% | +0.51 |
| HSY The Hershey Co. | Add +22.6% | 1.41% | +0.45 |
| YUM Yum! Brands Inc. | Add +72.5% | 0.84% | +0.39 |
| TMO Thermo Fisher Scientific Inc. | Add +630.5% | 0.44% | +0.38 |
| MRSH Marsh & McLennan Cos | New | 0.34% | +0.34 |
| EW Edwards Lifesciences Corp. | Add +94.0% | 0.67% | +0.32 |
| GIL Gildan Activewear Inc. | Add +82.1% | 0.77% | +0.32 |
| AAPL Apple Inc. | Add +9.3% | 4.34% | +0.29 |
| MRVL Marvell Technology Inc. | Add +20.5% | 0.87% | +0.28 |
| WMS Advanced Drainage Systems Inc. | New | 0.26% | +0.26 |
| CPAY Corpay Inc. | Add +80.3% | 0.57% | +0.26 |
| VZ Verizon Communications Inc. | Add +39.4% | 0.53% | +0.23 |
| ASML ASML Holding NV-NY Reg SHS | Add +14.9% | 0.57% | +0.19 |
| LMT Lockheed Martin Corp. | Add +46.2% | 0.38% | +0.18 |
| VNOM Viper Energy Inc. Class A | Add +84.3% | 0.29% | +0.17 |
| BUD Anheuser-Busch Inbev-SPN ADR | Add +75.1% | 0.33% | +0.17 |
| CVS CVS Health Corp. | Add +111.5% | 0.29% | +0.15 |
| ROST Ross Stores Inc. | Add +1.6% | 0.57% | +0.13 |
| MDT Medtronic PLC | Add +53.0% | 0.34% | +0.10 |
| CLX Clorox Company | Add +56.7% | 0.25% | +0.10 |
| JCI Johnson Controls Internation | Add +2.6% | 0.61% | +0.09 |
| GILD Gilead Sciences Inc. | Add +2.0% | 0.51% | +0.09 |
| PFE Pfizer Inc. | Add +5.5% | 0.42% | +0.08 |
| CMI Cummins Inc. | Add +5.7% | 0.55% | +0.08 |
| IRM Iron Mountain Inc. | Add +4.5% | 0.29% | +0.07 |
| TXN Texas Instruments Inc. | Add +2.8% | 0.44% | +0.07 |
| CNI Canadian Natl Railway Co. | Add +50.4% | 0.19% | +0.07 |
| EEM iShares MSCI Emerging Market | Add +2.4% | 0.69% | +0.07 |
| WY Weyerhaeuser Co. | Add +24.4% | 0.26% | +0.07 |
| SO The Southern Co. | Add +1.4% | 0.39% | +0.06 |
| FITB Fifth Third Bancorp | New | 0.06% | +0.06 |
| KMI Kinder Morgan Inc. | Add +2.2% | 0.23% | +0.06 |
| EWJ iShares MSCI Japan ETF | Add +4.5% | 0.42% | +0.05 |
| AZN Astrazeneca PLC | Add +0.5% | 0.43% | +0.05 |
| CME Cme Group Inc. | Add +3.2% | 0.34% | +0.05 |
| SBUX Starbucks Corp. | Add +1.5% | 0.39% | +0.05 |
| BMY Bristol-Myers Squibb Co. | Add +2.0% | 0.27% | +0.05 |
| SR Spire Inc. | Add +1.9% | 0.29% | +0.04 |
| UNP Union Pacific Corp. | Add +1.2% | 0.41% | +0.04 |
| WELL Welltower Inc. | Add +1.8% | 0.32% | +0.04 |
| PNC PNC Financial Services Group | Add +3.0% | 0.50% | +0.04 |
| BP BP PLC-Spons ADR | Add +0.5% | 0.11% | +0.03 |
| BND Vanguard Total Bond Market | Add +3.6% | 0.40% | +0.03 |
| STT State Street Corp. | Add +3.3% | 0.49% | +0.03 |
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 |