13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001942364
Total reported value
$3.0B
$3.0B
299 檔
14.2%
The Q2 2025 SEC filing reveals that Azimuth Capital Investment Management LLC held a total portfolio value of $3.0B, covering 299 public equity positions.
During Q2 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 299 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.55% | -0.57% | +14.00% | |
| 2 | ✓ | Stock-Other | 3.32% | — | -23.88% | ||
| 3 | AAPL | Apple Inc | Stock-Tech | 2.87% | +0.03% | -15.00% | |
| 4 | ✓ | Stock-Other | 2.84% | — | -0.22% | ||
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.05% | +0.18% | -5.08% | |
| 6 | ✓ | Stock-Other | 1.76% | — | -15.00% | ||
| 7 | WFC | Wells Fargo & Co | Stock-Financials | 1.59% | -0.46% | +2.40% | |
| 8 | ✓ | Stock-Other | 1.56% | — | +1.15% | ||
| 9 | ✓ | Stock-Other | 1.42% | — | -6.15% | ||
| 10 | BAC | Bank Of America CORP | Stock-Financials | 1.42% | +0.02% | +26.05% | |
| 11 | SYK | Stryker CORP | Stock-Healthcare | 1.40% | -0.07% | +0.72% | |
| 12 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.38% | +0.04% | -0.32% | |
| 13 | ✓ | Stock-Other | 1.33% | — | +0.56% | ||
| 14 | ✓ | Stock-Other | 1.25% | — | +241.67% | ||
| 15 | ✓ | Stock-Other | 1.15% | — | -21.42% | ||
| 16 | ✓ | Stock-Other | 1.11% | — | -3.59% | ||
| 17 | ✓ | Stock-Other | 1.04% | — | -1.02% | ||
| 18 | HEI | Heico CORP | Stock-Industrials | 1.02% | +0.06% | +0.43% | |
| 19 | BA | Boeing Co/the | Stock-Industrials | 0.99% | -0.04% | +38.01% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.99% | -0.43% | -0.29% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.96% | +0.22% | -40.83% | |
| 22 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.94% | -0.14% | +4.42% | |
| 23 | ✓ | Stock-Other | 0.93% | — | -14.98% | ||
| 24 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.92% | -0.12% | -0.69% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.92% | -0.20% | -6.86% | |
| 26 | ✓ | Stock-Other | 0.89% | — | +1.06% | ||
| 27 | ✓ | Stock-Other | 0.88% | — | -1.72% | ||
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.86% | +0.01% | -8.02% | |
| 29 | ✓ | Stock-Other | 0.84% | — | -1.81% | ||
| 30 | ADSK | Autodesk Inc | Stock-Tech | 0.83% | -0.59% | EXIT | |
| 31 | RSG | Republic Services Inc | Stock-Industrials | 0.80% | -0.13% | -26.78% | |
| 32 | ROP | Roper Technologies Inc | Stock-Tech | 0.80% | — | +102.12% | |
| 33 | FISV | Fiserv Inc | Stock-Other | 0.79% | — | -19.46% | |
| 34 | ✓ | Stock-Other | 0.77% | — | +65.78% | ||
| 35 | ✓ | Stock-Other | 0.77% | — | -0.78% | ||
| 36 | INTU | Intuit Inc | Stock-Tech | 0.76% | -0.31% | EXIT | |
| 37 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.76% | -0.09% | +63.79% | |
| 38 | ✓ | Stock-Other | 0.75% | — | +1.09% | ||
| 39 | ✓ | Stock-Other | 0.74% | — | +135.90% | ||
| 40 | ✓ | Stock-Other | 0.71% | — | -15.08% | ||
| 41 | EUFN | Ishares Msci Europe Financia | ETF-Other | 0.69% | -0.01% | +7.67% | |
| 42 | ✓ | Stock-Other | 0.69% | — | -0.44% | ||
| 43 | FAST | Fastenal Co | Stock-Industrials | 0.68% | -0.06% | +102.05% | |
| 44 | APH | Amphenol Corp-cl A | Stock-Tech | 0.68% | +0.13% | -45.59% | |
| 45 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.67% | -0.04% | +0.29% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | -0.03% | -1.11% | |
| 47 | ✓ | Stock-Other | 0.59% | — | +0.55% | ||
| 48 | MRVL | Marvell Technology Inc | Stock-Tech | 0.58% | +0.41% | -25.88% | |
| 49 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.58% | +0.41% | -0.63% | |
| 50 | NTDOY | Nintendo Co Ltd-unspons Adr | Stock-Other | 0.58% | -0.32% | EXIT |
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 299 disclosed positions in Q2 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 MSFT, , AAPL) accounted for 14.2% of total reported equity market value during Q2 2025.
During Q2 2025, Azimuth Capital Investment Management LLC's top holdings by market value included MSFT (4.5%)、 (3.3%)、AAPL (2.9%). The largest single position, MSFT, represented 4.5% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.