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CIK: 0001942364
Total reported value
$3.0B
$3.0B
308 檔
10.6%
As reported in its official Q1 2024 Form 13F filing, Azimuth Capital Investment Management LLC's tracked investment portfolio stood at $3.0B with 308 total positions.
During Q1 2024, Azimuth Capital Investment Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, , AAPL) accounted for 10.6% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 308 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.70% | -0.57% | +0.33% | |
| 2 | ✓ | Stock-Other | 3.03% | — | -11.05% | ||
| 3 | AAPL | Apple Inc | Stock-Tech | 2.36% | +0.03% | -2.79% | |
| 4 | ✓ | Stock-Other | 2.05% | — | +0.29% | ||
| 5 | ✓ | Stock-Other | 1.85% | — | +10.97% | ||
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.67% | +0.22% | +27.72% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.49% | +0.18% | -7.44% | |
| 8 | ✓ | Stock-Other | 1.40% | — | -0.26% | ||
| 9 | SYK | Stryker CORP | Stock-Healthcare | 1.39% | -0.07% | +2.45% | |
| 10 | ✓ | Stock-Other | 1.38% | — | -35.46% | ||
| 11 | ✓ | Stock-Other | 1.36% | — | -9.77% | ||
| 12 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.35% | -0.43% | -1.36% | |
| 13 | ✓ | Stock-Other | 1.26% | — | +0.76% | ||
| 14 | APH | Amphenol Corp-cl A | Stock-Tech | 1.26% | +0.13% | +48.17% | |
| 15 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 1.14% | — | -6.80% | |
| 16 | MLM | Martin Marietta Materials | Stock-Materials | 1.12% | — | -16.95% | |
| 17 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 1.12% | -0.12% | +57.20% | |
| 18 | ✓ | Stock-Other | 1.11% | — | +157.24% | ||
| 19 | ✓ | Stock-Other | 1.11% | — | +0.23% | ||
| 20 | ✓ | Stock-Other | 1.05% | — | -16.83% | ||
| 21 | ✓ | Stock-Other | 1.02% | — | -2.61% | ||
| 22 | ✓ | Stock-Other | 0.98% | — | -7.45% | ||
| 23 | RSG | Republic Services Inc | Stock-Industrials | 0.98% | -0.13% | -1.38% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 0.98% | +0.01% | -4.33% | |
| 25 | ✓ | Stock-Other | 0.97% | — | -0.72% | ||
| 26 | GD | General Dynamics CORP | Stock-Industrials | 0.96% | -0.06% | +1.32% | |
| 27 | ✓ | Stock-Other | 0.94% | — | -0.85% | ||
| 28 | ✓ | Stock-Other | 0.92% | — | -5.59% | ||
| 29 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.92% | -0.01% | +0.95% | |
| 30 | DXCM | Dexcom Inc | Stock-Healthcare | 0.89% | — | +13.90% | |
| 31 | SLB | Slb LTD | Stock-Energy | 0.86% | -0.20% | -1.35% | |
| 32 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.85% | — | +0.74% | |
| 33 | ✓ | Stock-Other | 0.82% | — | +0.10% | ||
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.81% | -0.20% | +186.02% | |
| 35 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.80% | -0.07% | +0.77% | |
| 36 | FAST | Fastenal Co | Stock-Industrials | 0.79% | -0.06% | -0.33% | |
| 37 | ✓ | Stock-Other | 0.79% | — | -8.66% | ||
| 38 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.79% | -0.05% | -0.05% | |
| 39 | ✓ | Stock-Other | 0.78% | — | -9.84% | ||
| 40 | HEI | Heico CORP | Stock-Industrials | 0.76% | +0.06% | +4.03% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.74% | -0.03% | -1.16% | |
| 42 | ✓ | Stock-Other | 0.72% | — | +3.64% | ||
| 43 | ✓ | Stock-Other | 0.71% | — | +1.31% | ||
| 44 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.70% | +0.53% | -31.08% | |
| 45 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.70% | +0.41% | +30.83% | |
| 46 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.69% | +0.01% | +1.02% | |
| 47 | ✓ | Stock-Other | 0.69% | — | +0.56% | ||
| 48 | ✓ | Stock-Other | 0.68% | — | +90.10% | ||
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | -0.09% | -4.36% | |
| 50 | ✓ | Stock-Other | 0.65% | — | +0.76% |
According to official SEC Form 13F filings, Azimuth Capital Investment Management LLC reported a total U.S. public equity portfolio value of $3.0B across 308 disclosed positions in Q1 2024.
During Q1 2024, Azimuth Capital Investment Management LLC's top holdings by market value included MSFT (3.7%)、 (3.0%)、AAPL (2.4%). The largest single position, MSFT, represented 3.7% of total portfolio value.
In Q1 2024, Azimuth Capital Investment Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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