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CIK: 0001942364
Total reported value
$3.0B
$3.0B
307 檔
17.2%
At the close of Q4 2025, Azimuth Capital Investment Management LLC disclosed equity holdings valued at approximately $3.0B, spread across 307 reported holdings.
In Q4 2025, Azimuth Capital Investment Management LLC adopted a defensive or profit-taking posture, trimming 105 positions and completely liquidating 10 holdings to manage risk exposure.
Showing top 200 holdings (of 307 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.44% | -0.57% | +0.58% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.06% | +0.03% | +5.42% | |
| 3 | ✓ | Stock-Other | 3.85% | — | +1.21% | ||
| 4 | ✓ | Stock-Other | 3.10% | — | -1.64% | ||
| 5 | ✓ | Stock-Other | 2.88% | — | -1.94% | ||
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.46% | +0.18% | -1.81% | |
| 7 | WFC | Wells Fargo & Co | Stock-Financials | 1.75% | -0.46% | -1.81% | |
| 8 | BAC | Bank Of America CORP | Stock-Financials | 1.58% | +0.02% | -0.11% | |
| 9 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.54% | +0.04% | -7.44% | |
| 10 | ✓ | Stock-Other | 1.47% | — | -0.95% | ||
| 11 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 1.18% | -0.12% | +7.92% | |
| 12 | ✓ | Stock-Other | 1.15% | — | -2.33% | ||
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.13% | +0.22% | +17.30% | |
| 14 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.04% | -0.43% | -1.61% | |
| 15 | AMD | Advanced Micro Devices | Stock-Tech | 1.01% | +1.23% | +13.19% | |
| 16 | BA | Boeing Co/the | Stock-Industrials | 1.00% | -0.04% | +0.34% | |
| 17 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.96% | -0.36% | +555.04% | |
| 18 | ✓ | Stock-Other | 0.94% | — | -0.23% | ||
| 19 | HEI | Heico CORP | Stock-Industrials | 0.94% | +0.06% | -0.99% | |
| 20 | ✓ | Stock-Other | 0.93% | — | -11.50% | ||
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.92% | -0.20% | -4.24% | |
| 22 | ✓ | Stock-Other | 0.87% | — | -0.53% | ||
| 23 | APH | Amphenol Corp-cl A | Stock-Tech | 0.86% | +0.13% | -2.49% | |
| 24 | ✓ | Stock-Other | 0.86% | — | -1.16% | ||
| 25 | ✓ | Stock-Other | 0.85% | — | -21.88% | ||
| 26 | ✓ | Stock-Other | 0.83% | — | -8.08% | ||
| 27 | EUFN | Ishares Msci Europe Financia | ETF-Other | 0.79% | -0.01% | +0.71% | |
| 28 | ✓ | Stock-Other | 0.77% | — | -0.43% | ||
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.76% | +0.01% | -7.78% | |
| 30 | ✓ | Stock-Other | 0.75% | — | -2.84% | ||
| 31 | ✓ | Stock-Other | 0.74% | — | -0.97% | ||
| 32 | ADSK | Autodesk Inc | Stock-Tech | 0.74% | -0.59% | EXIT | |
| 33 | ✓ | Stock-Other | 0.73% | — | -12.61% | ||
| 34 | ✓ | Stock-Other | 0.72% | — | — | ||
| 35 | SYK | Stryker CORP | Stock-Healthcare | 0.69% | -0.07% | -42.03% | |
| 36 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.69% | -0.04% | -1.67% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | -0.09% | -1.38% | |
| 38 | ✓ | Stock-Other | 0.64% | — | -5.90% | ||
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.63% | +0.15% | -1.14% | |
| 40 | ✓ | Stock-Other | 0.63% | — | — | ||
| 41 | FAST | Fastenal Co | Stock-Industrials | 0.63% | -0.06% | +0.31% | |
| 42 | ✓ | Stock-Other | 0.62% | — | +73.01% | ||
| 43 | GD | General Dynamics CORP | Stock-Industrials | 0.62% | -0.06% | -0.33% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.61% | +0.05% | +23.87% | |
| 45 | MRVL | Marvell Technology Inc | Stock-Tech | 0.59% | +0.41% | +20.02% | |
| 46 | ✓ | Stock-Other | 0.58% | — | -6.58% | ||
| 47 | RSG | Republic Services Inc | Stock-Industrials | 0.57% | -0.13% | -5.50% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.57% | -0.34% | +4.13% | |
| 49 | ✓ | Stock-Other | 0.57% | — | -1.13% | ||
| 50 | ✓ | Stock-Other | 0.56% | — | +376.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HSY | Hershey Co/the | +0.8% | +555.04% | Add |
| 2 | LLY | Eli Lilly & Co | +0.7% | -1.81% | Trim |
| 3 | ✓ | +0.6% | -1.94% | Trim | |
| 4 | AAPL | Apple Inc | +0.5% | +5.42% | Add |
| 5 | AMD | Advanced Micro Devices | +0.3% | +13.19% | Add |
| 6 | ✓ | +0.3% | +73.01% | Add | |
| 7 | ✓ | +0.3% | +111.74% | Add | |
| 8 | AMZN | Amazon.com Inc | +0.2% | +17.30% | Add |
| 9 | WFC | Wells Fargo & Co | +0.2% | -1.81% | Trim |
| 10 | CVS | Cvs Health CORP | +0.1% | +1734.44% | Add |
| 11 | EEM | Ishares Msci Emerging Market | +0.1% | +23.87% | Add |
| 12 | VOO | Vanguard S&p 500 ETF | +0.1% | +312.44% | Add |
| 13 | BBY | Best Buy Co Inc | +0.1% | +124.96% | Add |
| 14 | MRVL | Marvell Technology Inc | +0.1% | +20.02% | Add |
| 15 | ✓ | +0.1% | -5.90% | Trim | |
| 16 | ✓ | +0.1% | -1.21% | Trim | |
| 17 | BAC | Bank Of America CORP | +0.1% | -0.11% | Trim |
| 18 | ✓ | +0.1% | -1.64% | Trim | |
| 19 | TEAM | Atlassian Corp-cl A | +0.1% | +32.11% | Add |
| 20 | C | Citigroup Inc | +0.1% | +1.42% | Add |
| 21 | ✓ | +0.1% | +7.19% | Add | |
| 22 | MPWR | Monolithic Power Systems Inc | +0.1% | +7.92% | Add |
| 23 | EUFN | Ishares Msci Europe Financia | +0.1% | +0.71% | Add |
| 24 | JNJ | Johnson & Johnson | +0.1% | -1.38% | Trim |
| 25 | ROST | Ross Stores Inc | +0.1% | -2.53% | Trim |
| 26 | BMY | Bristol-myers Squibb Co | +0.1% | +11.79% | Add |
| 27 | ✓ | +0.1% | -0.23% | Trim | |
| 28 | SLB | Slb LTD | +0.1% | +3.49% | Add |
| 29 | ✓ | +0.1% | +1.45% | Add | |
| 30 | APH | Amphenol Corp-cl A | +0.1% | -2.49% | Trim |
| 31 | ✓ | +0.1% | -12.61% | Trim | |
| 32 | ✓ | +0.1% | -1.13% | Trim | |
| 33 | ✓ | +0.1% | +45.50% | Add | |
| 34 | GILD | Gilead Sciences Inc | +0.1% | +0.79% | Add |
| 35 | TSM | Taiwan Semiconductor-sp Adr | 0% | -1.14% | Trim |
| 36 | ✓ | 0% | +1.21% | Add | |
| 37 | ✓ | 0% | -0.99% | Trim | |
| 38 | ✓ | 0% | -0.43% | Trim | |
| 39 | ✓ | 0% | -0.92% | Trim | |
| 40 | ✓ | 0% | +2.64% | Add | |
| 41 | BND | Vanguard Total Bond Market | 0% | +10.51% | Add |
| 42 | PNC | Pnc Financial Services Group | 0% | +4.10% | Add |
| 43 | VTI | Vanguard Total Stock Mkt ETF | 0% | +5.07% | Add |
| 44 | CAT | Caterpillar Inc | 0% | -1.21% | Trim |
| 45 | WMT | Walmart Inc | 0% | -4.24% | Trim |
| 46 | ✓ | 0% | +1.59% | Add | |
| 47 | ✓ | 0% | +1.89% | Add | |
| 48 | ✓ | 0% | -0.95% | Trim | |
| 49 | AMGN | Amgen Inc | 0% | -3.04% | Trim |
| 50 | ✓ | 0% | +2.60% | 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 307 disclosed positions in Q4 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 17.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
市值: $20.0M
Top Position Liquidated / Trimmed
MRSH
前期市值: $11.1M
During Q4 2025, Azimuth Capital Investment Management LLC's top holdings by market value included MSFT (4.4%)、AAPL (4.1%)、 (3.9%). The largest single position, MSFT, represented 4.4% of total portfolio value.
In Q4 2025, Azimuth Capital Investment Management LLC made 196 total portfolio adjustments, initiating 19 new buys, adding to 62 positions, trimming 105 holdings, and fully liquidating 10 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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