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CIK: 0001942364
Total reported value
$3.0B
$3.0B
298 檔
16.4%
In Q3 2025, Azimuth Capital Investment Management LLC's U.S. equity holdings reached a combined market value of $3.0B, distributed across 298 disclosed stock positions.
In Q3 2025, Azimuth Capital Investment Management LLC adopted a defensive or profit-taking posture, trimming 100 positions and completely liquidating 16 holdings to manage risk exposure.
Showing top 200 holdings (of 298 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.73% | -0.57% | +3.39% | |
| 2 | ✓ | Stock-Other | 3.81% | — | +0.59% | ||
| 3 | AAPL | Apple Inc | Stock-Tech | 3.61% | +0.03% | +5.04% | |
| 4 | ✓ | Stock-Other | 3.01% | — | -8.07% | ||
| 5 | ✓ | Stock-Other | 2.29% | — | -2.67% | ||
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.78% | +0.18% | -8.18% | |
| 7 | WFC | Wells Fargo & Co | Stock-Financials | 1.60% | -0.46% | +0.07% | |
| 8 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.57% | +0.04% | -1.69% | |
| 9 | BAC | Bank Of America CORP | Stock-Financials | 1.49% | +0.02% | -0.10% | |
| 10 | ✓ | Stock-Other | 1.45% | — | +0.15% | ||
| 11 | ✓ | Stock-Other | 1.30% | — | +105.16% | ||
| 12 | SYK | Stryker CORP | Stock-Healthcare | 1.25% | -0.07% | -0.67% | |
| 13 | ✓ | Stock-Other | 1.20% | — | -2.47% | ||
| 14 | ✓ | Stock-Other | 1.18% | — | -0.24% | ||
| 15 | ✓ | Stock-Other | 1.18% | — | +6.71% | ||
| 16 | ✓ | Stock-Other | 1.15% | — | -1.50% | ||
| 17 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 1.11% | -0.12% | -0.72% | |
| 18 | ✓ | Stock-Other | 1.11% | — | +0.59% | ||
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.04% | -0.43% | +2.33% | |
| 20 | BA | Boeing Co/the | Stock-Industrials | 0.99% | -0.04% | +0.58% | |
| 21 | HEI | Heico CORP | Stock-Industrials | 0.95% | +0.06% | -2.06% | |
| 22 | ✓ | Stock-Other | 0.94% | — | -0.08% | ||
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | +0.22% | -1.00% | |
| 24 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.90% | -0.14% | -0.98% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.89% | -0.20% | -4.34% | |
| 26 | ✓ | Stock-Other | 0.89% | — | -1.90% | ||
| 27 | ✓ | Stock-Other | 0.89% | — | -0.19% | ||
| 28 | ✓ | Stock-Other | 0.83% | — | -10.95% | ||
| 29 | ✓ | Stock-Other | 0.83% | — | +81.45% | ||
| 30 | ADSK | Autodesk Inc | Stock-Tech | 0.81% | -0.59% | EXIT | |
| 31 | APH | Amphenol Corp-cl A | Stock-Tech | 0.81% | +0.13% | -1.89% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.78% | +0.01% | -1.68% | |
| 33 | ✓ | Stock-Other | 0.77% | — | -1.46% | ||
| 34 | FAST | Fastenal Co | Stock-Industrials | 0.77% | -0.06% | -0.13% | |
| 35 | ✓ | Stock-Other | 0.77% | — | -1.55% | ||
| 36 | ✓ | Stock-Other | 0.74% | — | -1.09% | ||
| 37 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.74% | -0.09% | -1.62% | |
| 38 | ✓ | Stock-Other | 0.73% | — | +34.58% | ||
| 39 | EUFN | Ishares Msci Europe Financia | ETF-Other | 0.73% | -0.01% | +0.22% | |
| 40 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.71% | -0.04% | -0.84% | |
| 41 | ✓ | Stock-Other | 0.71% | — | -2.05% | ||
| 42 | INTU | Intuit Inc | Stock-Tech | 0.70% | -0.31% | EXIT | |
| 43 | ✓ | Stock-Other | 0.70% | — | +22.43% | ||
| 44 | ✓ | Stock-Other | 0.68% | — | -3.04% | ||
| 45 | AMD | Advanced Micro Devices | Stock-Tech | 0.67% | +1.23% | +36.44% | |
| 46 | ROP | Roper Technologies Inc | Stock-Tech | 0.65% | — | -3.10% | |
| 47 | RSG | Republic Services Inc | Stock-Industrials | 0.65% | -0.13% | -9.67% | |
| 48 | ✓ | Stock-Other | 0.65% | — | -1.01% | ||
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | -0.03% | -1.64% | |
| 50 | GD | General Dynamics CORP | Stock-Industrials | 0.63% | -0.06% | +0.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.5% | +3.39% | Add |
| 2 | ✓ | +1.2% | +105.16% | Add | |
| 3 | ✓ | +1.2% | -8.07% | Trim | |
| 4 | ✓ | +0.8% | +0.59% | Add | |
| 5 | ✓ | +0.6% | +0.59% | Trim | |
| 6 | BAC | Bank Of America CORP | +0.4% | -0.10% | Add |
| 7 | YUM | Yum! Brands Inc | +0.4% | +3.77% | Add |
| 8 | ✓ | +0.4% | -1.46% | Add | |
| 9 | BA | Boeing Co/the | +0.4% | +0.58% | Add |
| 10 | EADSY | Airbus Se - Unsp Adr | +0.4% | +45.53% | Add |
| 11 | ✓ | +0.3% | -2.67% | Trim | |
| 12 | VEEV | Veeva Systems Inc-class A | +0.3% | -1.62% | Add |
| 13 | AMD | Advanced Micro Devices | +0.3% | +36.44% | Add |
| 14 | ✓ | +0.3% | +81.45% | Add | |
| 15 | ✓ | +0.3% | +34.58% | Add | |
| 16 | ✓ | +0.3% | -3.04% | Add | |
| 17 | MPWR | Monolithic Power Systems Inc | +0.3% | -0.72% | Trim |
| 18 | INTU | Intuit Inc | +0.3% | +9.97% | Add |
| 19 | ROP | Roper Technologies Inc | +0.2% | -3.10% | Add |
| 20 | BNY | Bank Of New York Mellon CORP | +0.2% | -1.69% | Trim |
| 21 | NTDOY | Nintendo Co Ltd-unspons Adr | +0.2% | -0.27% | Add |
| 22 | ✓ | +0.2% | +3.56% | Add | |
| 23 | ✓ | +0.1% | +0.59% | Add | |
| 24 | ✓ | +0.1% | +71.02% | Add | |
| 25 | ✓ | +0.1% | +75.82% | Add | |
| 26 | ✓ | +0.1% | +104.74% | Add | |
| 27 | ✓ | +0.1% | +0.97% | Add | |
| 28 | WFC | Wells Fargo & Co | +0.1% | +0.07% | Add |
| 29 | ✓ | +0.1% | -1.50% | Trim | |
| 30 | EUFN | Ishares Msci Europe Financia | +0.1% | +0.22% | Add |
| 31 | FAST | Fastenal Co | +0.1% | -0.13% | Add |
| 32 | CASY | Casey's General Stores Inc | +0.1% | -0.84% | Trim |
| 33 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.63% | Trim |
| 34 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -1.29% | Trim |
| 35 | ASML | ASML Holding N.V. | +0.1% | -1.80% | Trim |
| 36 | ✓ | +0.1% | +22.43% | Add | |
| 37 | C | Citigroup Inc | +0.1% | -8.72% | Trim |
| 38 | ✓ | +0.1% | -0.26% | Add | |
| 39 | ✓ | +0.1% | -2.47% | Trim | |
| 40 | GD | General Dynamics CORP | +0.1% | +0.64% | Trim |
| 41 | ✓ | +0.1% | -0.58% | Add | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +8.45% | Add |
| 43 | ✓ | +0.1% | +67.12% | Add | |
| 44 | HEI | Heico CORP | +0.1% | -2.06% | Trim |
| 45 | ADSK | Autodesk Inc | +0.1% | -2.09% | Trim |
| 46 | EEM | Ishares Msci Emerging Market | 0% | -1.07% | Trim |
| 47 | ✓ | 0% | -0.44% | Trim | |
| 48 | STT | State Street CORP | 0% | -0.70% | Trim |
| 49 | ✓ | 0% | -1.55% | Trim | |
| 50 | KO | Coca-cola Co/the | 0% | +0.13% | Add |
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 298 disclosed positions in Q3 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 16.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
市值: $12.4M
Top Position Liquidated / Trimmed
RGA
前期市值: $11.4M
During Q3 2025, Azimuth Capital Investment Management LLC's top holdings by market value included MSFT (4.7%)、 (3.8%)、AAPL (3.6%). The largest single position, MSFT, represented 4.7% of total portfolio value.
In Q3 2025, Azimuth Capital Investment Management LLC made 200 total portfolio adjustments, initiating 10 new buys, adding to 74 positions, trimming 100 holdings, and fully liquidating 16 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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