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CIK: 0001942364
Total reported value
$3.0B
$3.0B
302 檔
12.5%
At the close of Q1 2025, Azimuth Capital Investment Management LLC disclosed equity holdings valued at approximately $3.0B, spread across 302 reported holdings.
During Q1 2025, Azimuth Capital Investment Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 302 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.91% | +0.03% | -2.23% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.23% | -0.57% | -0.71% | |
| 3 | ✓ | Stock-Other | 3.20% | — | -0.11% | ||
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.45% | +0.18% | +15.05% | |
| 5 | ✓ | Stock-Other | 1.95% | — | +3.20% | ||
| 6 | ✓ | Stock-Other | 1.85% | — | +34.71% | ||
| 7 | ✓ | Stock-Other | 1.63% | — | +0.12% | ||
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.51% | +0.22% | -10.35% | |
| 9 | WFC | Wells Fargo & Co | Stock-Financials | 1.49% | -0.46% | +63.63% | |
| 10 | SYK | Stryker CORP | Stock-Healthcare | 1.40% | -0.07% | -1.21% | |
| 11 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.37% | +0.04% | -1.19% | |
| 12 | FISV | Fiserv Inc | Stock-Other | 1.34% | — | -5.88% | |
| 13 | ✓ | Stock-Other | 1.34% | — | -3.45% | ||
| 14 | ✓ | Stock-Other | 1.25% | — | +1.19% | ||
| 15 | ✓ | Stock-Other | 1.22% | — | +15.81% | ||
| 16 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.20% | -0.43% | +12.07% | |
| 17 | RSG | Republic Services Inc | Stock-Industrials | 1.15% | -0.13% | -3.39% | |
| 18 | ✓ | Stock-Other | 1.13% | — | +97.30% | ||
| 19 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.08% | -0.14% | -4.22% | |
| 20 | ✓ | Stock-Other | 1.07% | — | -0.88% | ||
| 21 | BAC | Bank Of America CORP | Stock-Financials | 1.06% | +0.02% | +306.35% | |
| 22 | ✓ | Stock-Other | 1.06% | — | +11.92% | ||
| 23 | ✓ | Stock-Other | 1.06% | — | -5.90% | ||
| 24 | ✓ | Stock-Other | 1.04% | — | -2.20% | ||
| 25 | ✓ | Stock-Other | 0.98% | — | +0.20% | ||
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.95% | -0.20% | -3.16% | |
| 27 | ✓ | Stock-Other | 0.90% | — | +0.31% | ||
| 28 | APH | Amphenol Corp-cl A | Stock-Tech | 0.89% | +0.13% | -38.65% | |
| 29 | HEI | Heico CORP | Stock-Industrials | 0.89% | +0.06% | -17.26% | |
| 30 | ✓ | Stock-Other | 0.89% | — | -5.58% | ||
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.85% | +0.01% | -5.43% | |
| 32 | ✓ | Stock-Other | 0.81% | — | -2.32% | ||
| 33 | ✓ | Stock-Other | 0.81% | — | -1.54% | ||
| 34 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.79% | -0.12% | -1.06% | |
| 35 | ADSK | Autodesk Inc | Stock-Tech | 0.76% | -0.59% | EXIT | |
| 36 | ✓ | Stock-Other | 0.74% | — | -0.41% | ||
| 37 | ✓ | Stock-Other | 0.73% | — | -7.04% | ||
| 38 | ✓ | Stock-Other | 0.71% | — | -26.72% | ||
| 39 | ✓ | Stock-Other | 0.69% | — | -7.04% | ||
| 40 | MRVL | Marvell Technology Inc | Stock-Tech | 0.67% | +0.41% | +185.85% | |
| 41 | FAST | Fastenal Co | Stock-Industrials | 0.67% | -0.06% | -2.22% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.66% | -0.03% | +1.17% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.66% | -0.34% | +22.59% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | -0.09% | +1.59% | |
| 45 | BA | Boeing Co/the | Stock-Industrials | 0.63% | -0.04% | -2.04% | |
| 46 | ✓ | Stock-Other | 0.62% | — | -0.62% | ||
| 47 | EUFN | Ishares Msci Europe Financia | ETF-Other | 0.62% | -0.01% | +1.04% | |
| 48 | ✓ | Stock-Other | 0.61% | — | -2.01% | ||
| 49 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.61% | -0.04% | +1.04% | |
| 50 | GD | General Dynamics CORP | Stock-Industrials | 0.56% | -0.06% | -12.43% |
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 302 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, ) accounted for 12.5% of total reported equity market value during Q1 2025.
During Q1 2025, Azimuth Capital Investment Management LLC's top holdings by market value included AAPL (3.9%)、MSFT (3.2%)、 (3.2%). The largest single position, AAPL, represented 3.9% of total portfolio value.
In Q1 2025, 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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