Azimuth Capital Investment Management LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$2.5B
Holdings
302
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (302 positions)
| Stock | Value |
|---|---|
SYYSysco Corp | $1.1M |
BXBlackstone Inc | $1.1M |
ETNEaton Corp PLC | $1.0M |
TTCToro Co | $997K |
LOWLowe's Companies Inc | $974K |
GVIiShares Intermediate Gov/Credi | $963K |
ALSAllstate Corp | $911K |
ITWIllinois Tool Works Inc | $889K |
GJPDominion Energy Inc | $882K |
ADBEAdobe Inc | $880K |
PLTRPalantir Technologies Inc Cl A | $877K |
GWWW.W. Grainger Inc | $869K |
VOOVanguard S&P 500 ETF | $853K |
GSGoldman Sachs Group Inc | $820K |
IWBiShares Russell 1000 ETF | $810K |
DDDuPont de Nemours Inc | $791K |
UPSUnited Parcel Service Inc | $778K |
YUMYum! Brands Inc | $767K |
CMSCMS Energy Corp | $760K |
4I1Philip Morris International In | $757K |
GMEDGlobus Medical Inc | $756K |
IVWiShares S&P 500 Growth ETF | $742K |
ADIAnalog Devices Inc | $695K |
RPMRPM International Inc | $676K |
PPGPPG Industries Inc | $662K |
FDXFedEx Corp | $650K |
CINFCincinnati Financial Corp | $638K |
SNASnap-on Inc | $636K |
HBANHuntington Bancshares Inc | $632K |
FTNTFortinet Inc | $617K |
MOAltria Group Inc | $615K |
ENBEnbridge Inc | $606K |
GEVGE Vernova Inc | $598K |
INGRIngredion Inc | $596K |
PYPLPayPal Holdings Inc | $583K |
SPYSPDR S&P 500 ETF Trust | $579K |
GLDSPDR Gold Shares | $564K |
EXCExelon Corp | $555K |
IVViShares Core S&P 500 ETF | $542K |
AVYAvery Dennison Corp | $540K |
GPCGenuine Parts Co | $535K |
VGITVanguard Intermediate-Term Cor | $524K |
PHParker-Hannifin Corp | $519K |
SHYiShares 1-3 Year Treasury Bond | $518K |
MPCMarathon Petroleum Corp | $506K |
ITWOProShares S&P 500 Div Aristocr | $501K |
DTMDT Midstream Inc | $489K |
MCXMcCormick & Co Inc | $469K |
SPGIS&P Global Inc | $464K |
EDConsolidated Edison Inc | $459K |
WMWaste Management Inc | $416K |
MBWMMercantile Bank Corp | $399K |
CARRCarrier Global Corp | $399K |
VLOValero Energy Corp | $396K |
NEMNewmont Corp | $395K |
DHRDanaher Corp | $395K |
TSLATesla Inc | $390K |
DCIDonaldson Co Inc | $388K |
ESSEssex Property Trust Inc | $367K |
CMCSAComcast Corp Cl A | $349K |
GLWCorning Inc | $347K |
EXPDExpeditors Int'l of WA | $342K |
VFCVF Corp | $340K |
IHGInterContinental Hotels Group | $328K |
BDXBecton Dickinson and Co | $325K |
SPLGSPDR Index Dvlpd Wrld Ex-US ET | $320K |
STESTERIS PLC | $319K |
FLUTFlutter Entertainment PLC | $301K |
PNRPentair PLC | $298K |
SHOPShopify Inc Cl A | $295K |
BSXBoston Scientific Corp | $295K |
BAXBaxter International Inc | $290K |
GISGeneral Mills Inc | $286K |
—Private Bancorp of America Inc | $285K |
SWKStanley Black & Decker Inc | $282K |
KHCKraft Heinz Co | $274K |
GSKGlaxoSmithKline ADR | $273K |
GMGeneral Motors Co | $270K |
MLMMartin Marietta Materials Inc | $267K |
GRMNGarmin Ltd | $263K |
IJRiShares S&P Smallcap 600 | $260K |
SCHWCharles Schwab Corp | $246K |
CITCintas Corp | $246K |
PFFiShares S&P PFD Stock Fund | $238K |
USIGiShares Broad USD Inv Grade Co | $230K |
AEPAmerican Electric Power Co Inc | $224K |
PSXPhillips 66 | $223K |
ULUnilever PLC ADR | $222K |
BF/BBrown-Forman Corp Cl B | $220K |
—SPDR S&P 600 Small Cap Value E | $219K |
CCJCameco Corp | $215K |
REGLProShares S&P 400 MidCap Div A | $213K |
AQLTiShares DJ Select DVD Index | $210K |
ZSZscaler Inc | $208K |
CEGConstellation Energy Corp | $204K |
OTISOtis Worldwide Corp | $203K |
FT2First Horizon Corp | $203K |
DALDelta Air Lines Inc | $201K |
PEKVanEck Gold Miners ETF | $200K |
ESPREsperion Therapeutics Inc | $31K |