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
422 檔
16.4%
During the Q1 2026 filing period, Azimuth Capital Investment Management LLC (CIK: 0001942364) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.0B across 422 reported positions.
Azimuth Capital Investment Management LLC executed strategic sector rebalancing during Q1 2026, establishing 10 new positions while fully exiting 16 holdings and trimming 94 positions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, ) accounted for 16.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
GNRC
市值: $16.2M
Top Position Liquidated / Trimmed
前期市值: $16.3M
Showing top 200 holdings (of 422 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.34% | +0.03% | +9.35% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.83% | +0.34% | — | |
| 3 | ✓ | Stock-Other | 3.83% | — | +1.49% | ||
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.38% | -0.57% | -5.07% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.93% | +0.24% | — | |
| 6 | ✓ | Stock-Other | 2.93% | — | +0.68% | ||
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.69% | +0.04% | — | |
| 8 | ✓ | Stock-Other | 2.69% | — | -3.05% | ||
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.31% | +0.18% | +4.32% | |
| 10 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.61% | -0.43% | +36.20% | |
| 11 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 1.48% | -0.12% | -0.38% | |
| 12 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.41% | -0.36% | +22.63% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.35% | -1.35% | EXIT | |
| 14 | ✓ | Stock-Other | 1.35% | — | -3.47% | ||
| 15 | CVX | Chevron CORP | Stock-Energy | 1.17% | -0.34% | +44.86% | |
| 16 | BAC | Bank Of America CORP | Stock-Financials | 1.10% | +0.02% | -25.39% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.07% | -0.02% | — | |
| 18 | ✓ | Stock-Other | 1.07% | — | -2.14% | ||
| 19 | WFC | Wells Fargo & Co | Stock-Financials | 1.04% | -0.46% | -33.85% | |
| 20 | SLB | Slb LTD | Stock-Energy | 1.03% | -0.20% | +83.26% | |
| 21 | AMD | Advanced Micro Devices | Stock-Tech | 1.01% | +1.23% | +1.11% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.01% | -0.20% | -6.41% | |
| 23 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.98% | -0.11% | — | |
| 24 | ✓ | Stock-Other | 0.98% | — | -0.23% | ||
| 25 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.98% | +0.04% | -41.06% | |
| 26 | BA | Boeing Co/the | Stock-Industrials | 0.97% | -0.04% | +0.88% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.92% | -0.10% | — | |
| 28 | ✓ | Stock-Other | 0.92% | — | -31.05% | ||
| 29 | MRVL | Marvell Technology Inc | Stock-Tech | 0.87% | +0.41% | +20.50% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.86% | -0.15% | — | |
| 31 | ✓ | Stock-Other | 0.86% | — | -6.12% | ||
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.85% | -0.12% | — | |
| 33 | ✓ | Stock-Other | 0.85% | — | -0.13% | ||
| 34 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.84% | -0.13% | +72.54% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.83% | +0.03% | — | |
| 36 | ✓ | Stock-Other | 0.83% | — | -4.46% | ||
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.83% | +0.22% | -22.77% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.81% | -0.09% | -3.59% | |
| 39 | EUFN | Ishares Msci Europe Financia | ETF-Other | 0.78% | -0.01% | +0.99% | |
| 40 | XEL | Xcel Energy Inc | Stock-Utilities | 0.78% | -0.07% | — | |
| 41 | ✓ | Stock-Other | 0.78% | — | -3.28% | ||
| 42 | GIL | Gildan Activewear Inc | Stock-Consumer Disc | 0.77% | -0.38% | +82.12% | |
| 43 | GEV | GE Vernova Inc | Stock-Industrials | 0.75% | +0.56% | — | |
| 44 | ✓ | Stock-Other | 0.75% | — | +1057.06% | ||
| 45 | FAST | Fastenal Co | Stock-Industrials | 0.75% | -0.06% | -1.31% | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.68% | +0.05% | +2.39% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.68% | -0.27% | — | |
| 48 | ✓ | Stock-Other | 0.68% | — | -0.35% | ||
| 49 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.67% | -0.06% | — | |
| 50 | ✓ | Stock-Other | 0.67% | — | +94.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +0.7% | +1057.06% | Add | |
| 2 | SLB | Slb LTD | +0.6% | +83.26% | Add |
| 3 | CVX | Chevron CORP | +0.6% | +44.86% | Add |
| 4 | PEP | Pepsico Inc | +0.6% | +36.20% | Add |
| 5 | ABNB | Airbnb Inc-class A | +0.6% | +1174.71% | Add |
| 6 | HSY | Hershey Co/the | +0.5% | +22.63% | Add |
| 7 | ✓ | +0.4% | -3.47% | Trim | |
| 8 | YUM | Yum! Brands Inc | +0.4% | +72.54% | Add |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.4% | +630.55% | Add |
| 10 | ✓ | +0.3% | +94.02% | Add | |
| 11 | GIL | Gildan Activewear Inc | +0.3% | +82.12% | Add |
| 12 | MPWR | Monolithic Power Systems Inc | +0.3% | -0.38% | Trim |
| 13 | MRVL | Marvell Technology Inc | +0.3% | +20.50% | Add |
| 14 | AAPL | Apple Inc | +0.3% | +9.35% | Add |
| 15 | CPAY | Corpay Inc | +0.3% | +80.26% | Add |
| 16 | ✓ | +0.2% | +39.41% | Add | |
| 17 | ASML | ASML Holding N.V. | +0.2% | +14.89% | Add |
| 18 | LMT | Lockheed Martin CORP | +0.2% | +46.16% | Add |
| 19 | VNOM | Viper Energy Inc-cl A | +0.2% | +84.33% | Add |
| 20 | ✓ | +0.2% | +75.14% | Add | |
| 21 | CVS | Cvs Health CORP | +0.1% | +111.54% | Add |
| 22 | JNJ | Johnson & Johnson | +0.1% | -3.59% | Trim |
| 23 | ROST | Ross Stores Inc | +0.1% | +1.55% | Add |
| 24 | FAST | Fastenal Co | +0.1% | -1.31% | Trim |
| 25 | ✓ | +0.1% | -0.23% | Trim | |
| 26 | ✓ | +0.1% | +52.98% | Add | |
| 27 | ✓ | +0.1% | -6.12% | Trim | |
| 28 | CLX | Clorox Company | +0.1% | +56.70% | Add |
| 29 | NOK | Nokia Corp-spon Adr | +0.1% | -3.07% | Trim |
| 30 | GILD | Gilead Sciences Inc | +0.1% | +1.98% | Add |
| 31 | ✓ | +0.1% | +2.63% | Add | |
| 32 | ✓ | +0.1% | -2.42% | Trim | |
| 33 | WMT | Walmart Inc | +0.1% | -6.41% | Trim |
| 34 | PFE | Pfizer Inc | +0.1% | +5.48% | Add |
| 35 | ✓ | +0.1% | +4.51% | Add | |
| 36 | TXN | Texas Instruments Inc | +0.1% | +2.78% | Add |
| 37 | CMI | Cummins Inc | +0.1% | +5.65% | Add |
| 38 | ✓ | +0.1% | -3.98% | Trim | |
| 39 | CNI | Canadian Natl Railway Co | +0.1% | +50.38% | Add |
| 40 | WY | Weyerhaeuser Co | +0.1% | +24.40% | Add |
| 41 | EEM | Ishares Msci Emerging Market | +0.1% | +2.39% | Add |
| 42 | CAT | Caterpillar Inc | +0.1% | -0.44% | Trim |
| 43 | SO | Southern Co/the | +0.1% | +1.40% | Add |
| 44 | KO | Coca-cola Co/the | +0.1% | -0.01% | Trim |
| 45 | ✓ | +0.1% | +4.46% | Add | |
| 46 | ✓ | +0.1% | -3.28% | Trim | |
| 47 | ✓ | +0.1% | +2.23% | Add | |
| 48 | ✓ | +0.1% | +3.24% | Add | |
| 49 | SHEL | Shell Plc-adr | +0.1% | -4.85% | Trim |
| 50 | AZN | AstraZeneca PLC | +0.1% | -49.73% | Trim |
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 422 disclosed positions in Q1 2026.
During Q1 2026, Azimuth Capital Investment Management LLC's top holdings by market value included AAPL (4.3%)、NVDA (3.8%)、 (3.8%). The largest single position, AAPL, represented 4.3% of total portfolio value.
In Q1 2026, Azimuth Capital Investment Management LLC made 198 total portfolio adjustments, initiating 10 new buys, adding to 78 positions, trimming 94 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.
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.
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.