Azimuth Capital Investment Management LLC
CIK: 0001942364SEC EDGAR →
Portfolio Value
$2.8B
Holdings
307
As of
Q4 2025
New Positions
271
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Microsoft Corp | 255,805 | $123.7M | 4.44% |
| 2 | Apple Inc | 415,934 | $113.1M | 4.06% |
| 3 | NVIDIA Corp | 575,144 | $107.3M | 3.85% |
| 4 | Broadcom Inc | 250,134 | $86.6M | 3.10% |
| 5 | — Alphabet Inc Cl A | 256,809 | $80.4M | 2.88% |
| 6 | Eli Lilly and Co | 63,839 | $68.6M | 2.46% |
| 7 | Wells Fargo & Co | 522,898 | $48.7M | 1.75% |
| 8 | Bank of America Corp | 802,117 | $44.1M | 1.58% |
| 9 | Bank of New York Mellon Corp | 370,894 | $43.1M | 1.54% |
| 10 | Visa Inc Cl A | 117,152 | $41.1M | 1.47% |
Quarterly Changes
New Positions (19)
$20.0M · 270K shares
$17.5M · 72K shares
$13.1M · 26K shares
$12.7M · 203K shares
$10.7M · 116K shares
$9.8M · 1.5M shares
$9.8M · 115K shares
$9.7M · 52K shares
$6.9M · 84K shares
London Stock Exchange ADR
$4.3M · 142K shares
$321K · 4K shares
$303K · 3K shares
$237K · 10K shares
$232K · 1K shares
$220K · 2K shares
SS SPDR Semiconductor ETF
$218K · 680 shares
$217K · 3K shares
$213K · 3K shares
$208K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 42 | $795.9M | 28.5% |
| Financial Services | 61 | $466.9M | 16.7% |
| Unknown | 41 | $327.0M | 11.7% |
| Healthcare | 31 | $326.7M | 11.7% |
| Industrials | 40 | $264.6M | 9.5% |
| Consumer Defensive | 19 | $153.0M | 5.5% |
| Consumer Cyclical | 21 | $146.2M | 5.2% |
| Utilities | 16 | $82.6M | 3.0% |
| Energy | 14 | $75.6M | 2.7% |
| Communication Services | 7 | $73.3M | 2.6% |
| Basic Materials | 10 | $58.3M | 2.1% |
| Real Estate | 5 | $18.3M | 0.7% |