Azimuth Capital Investment Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Azimuth Capital Investment Management LLC held in its portfolio 307 assets valued at $2,788,386,385 (i.e. $2.79B).
The most valuable assets in the portfolio included: Microsoft Corp ($123.71M), Apple Inc ($113.08M), and NVIDIA Corp ($107.26M).
The chart below shows the top 10 valuable assets, and the table below shows the top 307 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Azimuth Capital Investment Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Microsoft Corp | 255805 | 123712212 | COM |
| Apple Inc | 415934 | 113075688 | COM |
| NVIDIA Corp | 575144 | 107264398 | COM |
| Broadcom Inc | 250134 | 86571377 | COM |
| Alphabet Inc Cl A | 256809 | 80381217 | COM |
| Eli Lilly and Co | 63839 | 68606497 | COM |
| Wells Fargo & Co | 522898 | 48734094 | COM |
| Bank of America Corp | 802117 | 44116435 | COM |
| Bank of New York Mellon Corp | 370894 | 43057084 | COM |
| Visa Inc Cl A | 117152 | 41086378 | COM |
| Monolithic Power Systems Inc | 36210 | 32819296 | COM |
| JPMorgan Chase & Co | 99154 | 31949402 | COM |
| Amazon.com Inc | 136907 | 31600874 | COM |
| PepsiCo Inc | 201961 | 28985375 | COM |
| Advanced Micro Devices Inc | 130890 | 28031402 | COM |
| Boeing Co | 128203 | 27835435 | COM |
| Hershey Co | 146663 | 26689733 | COM |
| Exxon Mobil Corp | 218765 | 26326122 | COM |
| HEICO Corp | 81229 | 26284892 | COM |
| Meta Platforms Inc | 39478 | 26058705 | COM |
| Walmart Inc | 230977 | 25733092 | COM |
| AbbVie Inc | 106623 | 24362337 | COM |
| Amphenol Corp Cl A | 176973 | 23916131 | COM |
| WEC Energy Group Inc | 226072 | 23841553 | COM |
| Corteva Inc | 355348 | 23818976 | COM |
| Oracle Corp | 118541 | 23104826 | COM |
| iShares MSCI Europe Financials | 591875 | 21952644 | COM |
| IDEXX Laboratories Inc | 31825 | 21530567 | COM |
| IBM | 71351 | 21134755 | COM |
| Costco Wholesale Corp | 24316 | 20968694 | COM |
| Mastercard Inc Cl A | 36098 | 20607626 | COM |
| Autodesk Inc | 69255 | 20500173 | COM |
| Penumbra Inc | 65763 | 20446374 | COM |
| Xcel Energy Inc | 270305 | 19964727 | COM |
| Stryker Corp | 54662 | 19212127 | COM |
| Casey's General Stores Inc | 34565 | 19104421 | COM |
| Johnson & Johnson | 91393 | 18913781 | COM |
| Intuitive Surgical Inc | 31493 | 17836375 | COM |
| Taiwan Semiconductor Mfg Co Lt | 58235 | 17697034 | COM |
| WESCO Int'l | 71716 | 17544602 | COM |
| Fastenal Co | 436537 | 17518230 | COM |
| Neurocrine Biosciences Inc | 122278 | 17342689 | COM |
| General Dynamics Corp | 51017 | 17175383 | COM |
| iShares MSCI Emerging Markets | 313056 | 17127294 | COM |
| Marvell Technology Inc | 193137 | 16412782 | COM |
| Workday Inc Cl A | 75728 | 16264860 | COM |
| Republic Services Inc | 74765 | 15844946 | COM |
| Chevron Corp | 103756 | 15813465 | COM |
| Chubb Ltd | 50591 | 15790463 | COM |
| ServiceNow Inc | 102605 | 15718060 | COM |
| Airbus SE ADR | 269338 | 15689747 | COM |
| Citigroup Inc | 133888 | 15623391 | COM |
| Veeva Systems Inc | 68947 | 15391039 | COM |
| Home Depot Inc | 43635 | 15014861 | COM |
| Intuit Inc | 22382 | 14826284 | COM |
| Axon Enterprise Inc | 25843 | 14677015 | COM |
| Johnson Controls Int'l | 121294 | 14524956 | COM |
| Merck & Co Inc | 135818 | 14296203 | COM |
| CrowdStrike Holdings Inc | 30363 | 14232960 | COM |
| Vanguard US Tot Mkt ETF | 41760 | 14000875 | COM |
| BlackRock Inc | 12763 | 13660749 | COM |
| Duke Energy Corp | 116198 | 13619568 | COM |
| ResMed Inc | 55525 | 13374307 | COM |
| Cummins Inc | 25719 | 13128264 | COM |
| Intercontinental Exchange Inc | 80770 | 13081509 | COM |
| PNC Financial Services Group I | 61981 | 12937294 | COM |
| State Street Corp | 98864 | 12754445 | COM |
| Gildan Activewear Inc | 202755 | 12664077 | COM |
| Xylem Inc | 92770 | 12633419 | COM |
| Yum! Brands Inc | 83438 | 12622501 | COM |
| Ross Stores Inc | 68971 | 12424436 | COM |
| Linde PLC | 29057 | 12389614 | COM |
| Palo Alto Networks Inc | 66601 | 12267904 | COM |
| Principal Financial Group Inc | 137953 | 12168834 | COM |
| T-Mobile US Inc | 59412 | 12063012 | COM |
| MSCI Inc | 20718 | 11886538 | COM |
| Walt Disney Co | 102552 | 11667341 | COM |
| Gilead Sciences Inc | 94596 | 11610713 | COM |
| Uber Technologies Inc | 141594 | 11569646 | COM |
| DSV A/S ADR | 90319 | 11468074 | COM |
| Cisco Systems Inc | 148783 | 11460754 | COM |
| 3M Co | 70885 | 11348699 | COM |
| SLB Ltd | 290273 | 11140678 | COM |
| Sherwin-Williams Co | 34146 | 11064328 | COM |
| Coca-Cola Co | 156051 | 10909525 | COM |
| Nintendo Co Ltd ADR | 639958 | 10814650 | COM |
| Netflix Inc | 114694 | 10753709 | COM |
| AstraZeneca PLC | 116470 | 10707087 | COM |
| MTU Aero Engines AG ADR | 51014 | 10643663 | COM |
| ASML Holding NV ADR | 9943 | 10637618 | COM |
| Vanguard Total Bond Market ETF | 138000 | 10221660 | ETF |
| WisdomTree Europe Hedged Equit | 192280 | 10202377 | COM |
| Procter & Gamble Co | 71183 | 10201236 | COM |
| Union Pacific Corp | 44051 | 10189877 | COM |
| Terreno Realty Corp | 172942 | 10153425 | COM |
| Texas Instruments Inc | 58271 | 10109436 | COM |
| iShares MSCI Japan ETF | 125145 | 10104207 | COM |
| Salesforce Inc | 37780 | 10008300 | COM |
| Mondelez International Inc | 185582 | 9989879 | COM |
| Nokia Corp ADR | 1521940 | 9846952 | COM |
| Edwards Lifesciences Corp | 115153 | 9816793 | COM |
| Starbucks Corp | 115188 | 9700019 | COM |
| Marsh & McLennan Companies Inc | 52153 | 9675425 | COM |
| HDFC Bank Ltd ADR | 264399 | 9661139 | COM |
| Pfizer Inc | 380959 | 9485879 | COM |
| Atlassian Corp | 58462 | 9479029 | COM |
| Southern Co | 105740 | 9220528 | COM |
| Lonza Group AG ADR | 135300 | 9184570 | COM |
| Emerson Electric Co | 68323 | 9067829 | COM |
| Corpay Inc | 28954 | 8713127 | COM |
| UnitedHealth Group Inc | 25970 | 8572974 | COM |
| Vertex Pharmaceuticals Inc | 18742 | 8496873 | COM |
| Experian PLC ADR | 182492 | 8254843 | COM |
| Accenture Plc Cl A | 30401 | 8156588 | COM |
| RTX Corp | 44463 | 8154514 | COM |
| Verizon Communications Inc | 200064 | 8148621 | COM |
| CME Group Inc | 29771 | 8129865 | COM |
| Welltower Inc | 42797 | 7943551 | COM |
| Agilent Technologies Inc | 57965 | 7887300 | COM |
| Automatic Data Processing Inc | 30360 | 7809503 | COM |
| Abbott Labs | 60422 | 7570217 | COM |
| Barclays PLC ADR | 295196 | 7512738 | COM |
| McDonald's Corp | 24576 | 7511163 | COM |
| Rockwell Automation Inc | 18432 | 7171338 | COM |
| Tyler Technologies Inc | 15361 | 6973126 | COM |
| Spire Inc | 83914 | 6939688 | COM |
| Berkshire Hathaway Inc Cl B | 13694 | 6883289 | COM |
| Zoetis Inc | 54065 | 6802458 | COM |
| Medtronic PLC | 67802 | 6513060 | COM |
| Bristol-Myers Squibb Co | 117767 | 6352352 | COM |
| CoStar Group Inc | 94063 | 6324796 | COM |
| Best Buy Co Inc | 93050 | 6227836 | COM |
| Iron Mountain Inc | 71985 | 5971156 | COM |
| Amgen Inc | 18143 | 5938385 | COM |
| Caterpillar Inc | 10240 | 5866189 | COM |
| Invesco S&P 500 Eq Wt ETF | 30225 | 5789901 | COM |
| iShares S&P Smallcap 600 Growt | 40970 | 5783325 | COM |
| TJX Companies Inc | 37056 | 5692172 | COM |
| Lockheed Martin Corp | 11506 | 5565107 | COM |
| Vanguard Total Intl Stk ETF | 71229 | 5373516 | COM |
| DBS Group Holdings Ltd ADR | 30531 | 5352176 | COM |
| Weyerhaeuser Co | 225654 | 5345743 | COM |
| Ecolab Inc | 20239 | 5313142 | COM |
| Aflac Inc | 46395 | 5115977 | COM |
| Alphabet Inc Cl C | 16157 | 5070067 | COM |
| MercadoLibre Inc | 2513 | 5061835 | COM |
| Kinder Morgan Inc | 181945 | 5001668 | COM |
| Brookfield Asset Management Lt | 92942 | 4869231 | COM |
| Anheuser-Busch Inbev ADR | 73030 | 4676841 | COM |
| Techtronic Industries Co Ltd A | 80490 | 4648297 | COM |
| Wal-Mart de Mexico SAB de CV A | 145785 | 4541494 | COM |
| Shell PLC ADR | 61605 | 4526735 | COM |
| Paychex Inc | 40079 | 4496062 | COM |
| Dominion Energy Inc | 74991 | 4393723 | COM |
| Check Point Software Technolog | 23501 | 4360846 | COM |
| AT&T Inc | 175131 | 4350254 | COM |
| London Stock Exchange ADR | 141684 | 4264972 | COM |
| Clorox Co | 40954 | 4129392 | COM |
| Vanguard S&P 500 ETF | 6566 | 4117571 | COM |
| CVS Health Corp | 51236 | 4066089 | COM |
| iShares MSCI EAFE ETF | 42338 | 4065718 | COM |
| Daiichi Sankyo Co Ltd ADR | 186590 | 3985562 | COM |
| iShares S&P Smallcap 600 Value | 34694 | 3945444 | COM |
| Nestle SA ADR | 37682 | 3745139 | COM |
| Colgate-Palmolive Co | 46725 | 3692209 | COM |
| American Express Co | 9642 | 3567058 | COM |
| Viper Energy Inc | 89465 | 3456033 | COM |
| iShares Russell 1000 Value ETF | 15913 | 3347140 | COM |
| iShares Russell 1000 Growth ET | 7033 | 3328719 | COM |
| Realty Income Corp | 57863 | 3261737 | COM |
| Canadian National Railway Co | 32769 | 3239216 | COM |
| Air Products & Chemicals Inc | 12712 | 3140118 | COM |
| Public Storage REIT | 11835 | 3071182 | COM |
| Nordson Corp | 11878 | 2855828 | COM |
| Intel Corp | 70675 | 2607907 | COM |
| Target Corp | 26026 | 2544041 | COM |
| Travelers Companies Inc | 8487 | 2461739 | COM |
| Gentex Corp | 98340 | 2288372 | COM |
| Honeywell International Inc | 11721 | 2286650 | COM |
| iShares Gold Trust | 27524 | 2234123 | COM |
| GE Aerospace | 7156 | 2204263 | COM |
| Pinnacle West Capital Corp | 24500 | 2173150 | COM |
| BP PLC ADR | 62126 | 2157636 | COM |
| Applied Materials Inc | 8268 | 2124793 | COM |
| iShares S&P MidCap 400 | 31071 | 2050686 | COM |
| NextEra Energy Inc | 25273 | 2028916 | COM |
| Cardinal Health Inc | 9403 | 1932316 | COM |
| Ford Motor Co | 145901 | 1914215 | COM |
| Thermo Fisher Scientific Inc | 3283 | 1902334 | COM |
| Kimberly-Clark Corp | 17017 | 1716845 | COM |
| Comerica Inc | 19542 | 1698786 | COM |
| Deere & Co | 3606 | 1678845 | COM |
| QUALCOMM Inc | 9679 | 1655599 | COM |
| Palantir Technologies Inc Cl A | 8990 | 1597972 | COM |
| Berkshire Hathaway Inc Cl A | 2 | 1509600 | COM |
| iShares S&P Smallcap 600 | 11795 | 1417523 | COM |
| Airbnb Inc Cl A | 9900 | 1343628 | COM |
| Goldman Sachs Group Inc | 1486 | 1306194 | COM |
| GE Vernova Inc | 1984 | 1296683 | COM |
| Motorola Solutions Inc | 3357 | 1286805 | COM |
| ConocoPhillips | 13196 | 1235278 | COM |
| Blackstone Inc | 8002 | 1233428 | COM |
| SPDR Gold Shares | 3025 | 1198838 | COM |
| iShares Russell 2000 ETF | 4777 | 1175906 | COM |
| iShares S&P 500 Growth ETF | 9325 | 1149399 | COM |
| iShares S&P 500 Value ETF | 5288 | 1121426 | COM |
| iShares Intermediate Gov/Credi | 10125 | 1086919 | ETF |
| DTE Energy Co | 8174 | 1054283 | COM |
| Lowe's Companies Inc | 4354 | 1050011 | COM |
| Sysco Corp | 13450 | 991130 | COM |
| Progressive Corp | 4143 | 943444 | COM |
| W.W. Grainger Inc | 905 | 913190 | COM |
| iShares Russell 1000 ETF | 2439 | 910820 | COM |
| Illinois Tool Works Inc | 3669 | 903675 | COM |
| Allstate Corp | 4100 | 853415 | COM |
| Globus Medical Inc | 9658 | 843240 | COM |
| Eaton Corp PLC | 2591 | 825259 | COM |
| FedEx Corp | 2780 | 803031 | COM |
| Newmont Corp | 8000 | 798800 | COM |
| Analog Devices Inc | 2847 | 772106 | COM |
| Adobe Inc | 2202 | 770678 | COM |
| Huntington Bancshares Inc | 42093 | 730314 | COM |
| Corning Inc | 8100 | 709236 | COM |
| RPM International Inc | 6700 | 696800 | COM |
| Cincinnati Financial Corp | 4248 | 693783 | COM |
| State Street SPDR S&P 500 ETF | 982 | 669645 | COM |
| Parker-Hannifin Corp | 755 | 663615 | COM |
| Philip Morris International In | 3975 | 637590 | COM |
| iShares 1-3 Year Treasury Bond | 7388 | 611874 | ETF |
| iShares Core S&P 500 ETF | 893 | 611651 | COM |
| Enbridge Inc | 12456 | 596899 | COM |
| Shopify Inc Cl A | 3685 | 593174 | COM |
| Altria Group Inc | 10150 | 585249 | COM |
| DT Midstream Inc | 4796 | 573985 | COM |
| Toro Co | 6905 | 543562 | COM |
| Snap-on Inc | 1573 | 542056 | COM |
| Neogen Corp | 76750 | 536482 | COM |
| Marathon Petroleum Corp | 3264 | 530824 | COM |
| PayPal Holdings Inc | 8890 | 518998 | COM |
| Exelon Corp | 11900 | 518721 | COM |
| Cameco Corp | 5660 | 517833 | COM |
| PPG Industries Inc | 5054 | 517833 | COM |
| Avery Dennison Corp | 2735 | 497442 | COM |
| Fortinet Inc | 6235 | 495121 | COM |
| CMS Energy Corp | 7000 | 489510 | COM |
| Valero Energy Corp | 3000 | 488370 | COM |
| Donaldson Co Inc | 5400 | 478764 | COM |
| McCormick & Co Inc | 7010 | 477451 | COM |
| Roper Technologies Inc | 1034 | 460264 | COM |
| Expeditors Int'l of WA | 3050 | 454480 | COM |
| Waste Management Inc | 2040 | 448208 | COM |
| Mercantile Bank Corp | 9189 | 441991 | COM |
| S&P Global Inc | 840 | 438976 | COM |
| United Parcel Service Inc | 4400 | 436436 | COM |
| ProShares S&P 500 Div Aristocr | 4160 | 432931 | COM |
| InterContinental Hotels Group | 3000 | 422490 | COM |
| Genuine Parts Co | 3191 | 392365 | COM |
| SPDR Index Dvlpd Wrld Ex-US ET | 8701 | 386411 | COM |
| Consolidated Edison Inc | 3850 | 382382 | COM |
| Tesla Inc | 837 | 376416 | COM |
| First Horizon Corp | 15200 | 363280 | COM |
| STERIS PLC | 1408 | 356956 | COM |
| VanEck Gold Miners ETF | 4130 | 354230 | COM |
| Pentair PLC | 3400 | 354076 | COM |
| Danaher Corp | 1528 | 349790 | COM |
| Constellation Energy Corp | 931 | 328894 | COM |
| Carrier Global Corp | 6128 | 323804 | COM |
| Qnity Electronics Inc | 3940 | 321722 | COM |
| General Motors Co | 3870 | 314708 | COM |
| Charles Schwab Corp | 3149 | 314617 | COM |
| Delta Air Lines Inc | 4525 | 314035 | COM |
| Essex Property Trust Inc | 1200 | 314016 | COM |
| Vanguard Intermediate-Term Cor | 3655 | 306106 | ETF |
| J.M. Smucker Co | 3100 | 303211 | COM |
| Private Bancorp of America Inc | 5200 | 299156 | COM |
| Flutter Entertainment PLC | 1363 | 293100 | COM |
| DuPont de Nemours Inc | 7289 | 293024 | COM |
| Zscaler Inc | 1250 | 281150 | COM |
| Evercore Inc | 800 | 272200 | COM |
| iShares Broad USD Inv Grade Co | 5158 | 267030 | ETF |
| SPDR S&P 600 Small Cap Value E | 2800 | 254716 | COM |
| Eversource Energy | 3657 | 246226 | COM |
| Boston Scientific Corp | 2553 | 243429 | COM |
| Garmin Ltd | 1193 | 242000 | COM |
| Comcast Corp Cl A | 8071 | 241242 | COM |
| Bank OZK | 5200 | 239304 | COM |
| Atmos Energy Corp | 1425 | 238873 | COM |
| Kraft Heinz Co | 9783 | 237238 | COM |
| American Electric Power Co Inc | 2050 | 236385 | COM |
| Astera Labs Inc | 1400 | 232904 | COM |
| Dow Inc | 9789 | 228867 | COM |
| Heico Corp Cl A | 900 | 227187 | COM |
| Valley National Bancorp | 19450 | 227176 | COM |
| ProShares S&P 400 MidCap Div A | 2650 | 223183 | COM |
| iShares DJ Select DVD Index | 1567 | 221166 | COM |
| Novartis AG ADR | 1598 | 220316 | COM |
| SS SPDR Semiconductor ETF | 680 | 218688 | COM |
| Unilever PLC ADR | 3319 | 217063 | COM |
| Nike Inc | 3350 | 213428 | COM |
| SPDR Bloomberg High Yield Bond | 2176 | 211529 | ETF |
| Calamos Strat Tot Return Fd | 10885 | 208992 | COM |
| Vanguard Mid-Cap ETF | 715 | 207507 | COM |
| General Mills Inc | 4310 | 200415 | COM |
| Ingredion Inc | 1815 | 200122 | COM |
| Esperion Therapeutics Inc | 22000 | 81400 | COM |
| Wallbridge Mining Co Ltd | 10000 | 656 | COM |
| Invesco Van Kampen Muni.Op.Tr | 43613 | 0 | COM |
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