Azimuth Capital Investment Management LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$2.8M
Holdings
298
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (298 positions)
| Stock | Value |
|---|---|
NVDANVIDIA Corp | $106.0M |
AAPLApple Inc | $100.5M |
AVGOBroadcom Inc | $83.9M |
—Alphabet Inc Cl A | $63.7M |
WFCWells Fargo & Co | $44.6M |
BKBank of New York Mellon Corp | $43.7M |
BACBank of America Corp | $41.4M |
VVisa Inc Cl A | $40.4M |
ORCLOracle Corp | $36.3M |
SYKStryker Corp | $34.9M |
—Intercontinental Exchange Inc | $32.9M |
—JPMorgan Chase & Co | $32.0M |
CTVACorteva Inc | $30.8M |
PEPPepsiCo Inc | $28.8M |
BABoeing Co | $27.6M |
HEIHEICO Corp | $26.5M |
WECWEC Energy Group Inc | $26.2M |
AMZNAmazon.com Inc | $25.6M |
TMUST-Mobile US Inc | $25.1M |
WMTWalmart Inc | $24.9M |
ABBVAbbVie Inc | $24.8M |
XOMExxon Mobil Corp | $24.7M |
LINLinde PLC | $23.1M |
ADSKAutodesk Inc | $22.5M |
APHAmphenol Corp Cl A | $22.5M |
IBMIBM | $21.8M |
UBERUber Technologies Inc | $21.5M |
FASTFastenal Co | $21.3M |
VEEVVeeva Systems Inc | $20.7M |
EUFNiShares MSCI Europe Financials | $20.2M |
WDAYWorkday Inc Cl A | $19.5M |
PENPenumbra Inc | $19.1M |
AMDAdvanced Micro Devices Inc | $18.7M |
ROPRoper Technologies Inc | $18.2M |
RSGRepublic Services Inc | $18.2M |
HDHome Depot Inc | $17.8M |
GDGeneral Dynamics Corp | $17.5M |
JNJJohnson & Johnson | $17.2M |
TSMTaiwan Semiconductor Mfg Co Lt | $16.5M |
EADSYAirbus SE ADR | $15.5M |
CVXChevron Corp | $15.5M |
RMEResMed Inc | $15.2M |
ISRGIntuitive Surgical Inc | $15.0M |
CRWDCrowdStrike Holdings Inc | $14.9M |
CBChubb Ltd | $14.4M |
DUKDuke Energy Corp | $14.4M |
NTDOYNintendo Co Ltd ADR | $14.1M |
PANWPalo Alto Networks Inc | $14.0M |
XYLXylem Inc | $13.5M |
MRVLMarvell Technology Inc | $13.5M |
EEMiShares MSCI Emerging Markets | $13.5M |
TRVCCitigroup Inc | $13.4M |
VTIVanguard US Tot Mkt ETF | $13.0M |
YUMYum! Brands Inc | $12.6M |
JCIJohnson Controls Int'l | $12.4M |
STTState Street Corp | $12.4M |
—MTU Aero Engines AG ADR | $12.2M |
SHWSherwin-Williams Co | $12.2M |
PNCPNC Financial Services Group I | $12.0M |
MDLZMondelez International Inc | $11.9M |
DISWalt Disney Co | $11.8M |
MRKMerck & Co Inc | $11.5M |
VZVerizon Communications Inc | $11.3M |
PFGPrincipal Financial Group Inc | $11.1M |
MMM3M Co | $11.1M |
MRSHMarsh & McLennan Companies Inc | $11.1M |
PGProcter & Gamble Co | $11.0M |
ROSTRoss Stores Inc | $10.8M |
UNPUnion Pacific Corp | $10.6M |
TXNTexas Instruments Inc | $10.5M |
GILDGilead Sciences Inc | $10.4M |
—Terreno Realty Corp | $10.4M |
KOCoca-Cola Co | $10.3M |
—Cisco Systems Inc | $10.3M |
—Welltower Inc | $10.0M |
NBIXNeurocrine Biosciences Inc | $9.9M |
EWJiShares MSCI Japan ETF | $9.9M |
SOSouthern Co | $9.9M |
SBUXStarbucks Corp | $9.7M |
SLBSLB Ltd | $9.6M |
EUDGWisdomTree Europe Hedged Equit | $9.5M |
CRMSalesforce Inc | $9.5M |
BNDVanguard Total Bond Market ETF | $9.3M |
—Lonza Group AG ADR | $9.2M |
FISVFiserv Inc | $9.2M |
EMREmerson Electric Co | $9.2M |
PFEPfizer Inc | $9.2M |
UNHUnitedHealth Group Inc | $9.1M |
—Experian PLC ADR | $9.1M |
ADPAutomatic Data Processing Inc | $8.9M |
AZNAstraZeneca PLC ADR | $8.9M |
HDBHDFC Bank Ltd ADR | $8.9M |
ZTSZoetis Inc | $8.7M |
CSGPCoStar Group Inc | $8.6M |
CPAYCorpay Inc | $8.6M |
ABTAbbott Labs | $8.3M |
RTXRTX Corp | $8.1M |
VRTXVertex Pharmaceuticals Inc | $8.0M |
CMECME Group Inc | $7.9M |
MCDMcDonald's Corp | $7.9M |
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