Azimuth Capital Investment Management LLC Top Holdings and 13F Report (2025) About Azimuth Capital Investment Management LLCInvestment ActivityAzimuth Capital Investment Management LLC has $2.69 billion in total holdings as of June 30, 2025.Azimuth Capital Investment Management LLC owns shares of 299 different stocks, but just 100 companies or ETFs make up 80% of its holdings.Approximately 6.95% of the portfolio was purchased this quarter.About 8.38% of the portfolio was sold this quarter.This quarter, Azimuth Capital Investment Management LLC has purchased 302 new stocks and bought additional shares in 100 stocks.Azimuth Capital Investment Management LLC sold shares of 157 stocks and completely divested from 11 stocks this quarter.Largest Holdings Microsoft $122,360,051NVIDIA $89,259,014Apple $77,068,134Broadcom $76,253,611Eli Lilly and Company $55,196,181 Largest New Holdings this Quarter 06738e204 - Barclays $5,270,897 Holding03524a108 - Anheuser-Busch InBev SA/NV $4,659,766 Holding927959106 - Viper Energy Inc $3,072,325 Holding422806208 - Heico $232,875 Holding06417n103 - Bank OZK $221,182 Holding Largest Purchases this Quarter Corteva 319,857 shares (about $23.84M)Microsoft 30,209 shares (about $15.03M)Penumbra 44,711 shares (about $11.47M)Yum! Brands 75,060 shares (about $11.12M)Roper Technologies 19,059 shares (about $10.80M) Largest Sales this Quarter NVIDIA 177,217 shares (about $28.00M)BlackRock Inc 20,459 shares (about $21.47M)Amazon.com 81,349 shares (about $17.85M)Amphenol 154,993 shares (about $15.31M)Apple 66,295 shares (about $13.60M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAzimuth Capital Investment Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$122,360,051$15,026,280 ▲14.0%245,9944.6%Computer and TechnologyNVDANVIDIA$89,259,014$27,998,525 ▼-23.9%564,9663.3%Computer and TechnologyAAPLApple$77,068,134$13,601,731 ▼-15.0%375,6312.9%Computer and TechnologyAVGOBroadcom$76,253,611$164,839 ▼-0.2%276,6322.8%Computer and TechnologyLLYEli Lilly and Company$55,196,181$2,956,757 ▼-5.1%70,8072.1%MedicalGOOGLAlphabet$47,421,554$8,365,462 ▼-15.0%269,0891.8%Computer and TechnologyWFCWells Fargo & Company$42,635,698$1,001,099 ▲2.4%532,1481.6%FinanceVVisa$41,930,695$477,542 ▲1.2%118,0981.6%Business ServicesNFLXNetflix$38,257,605$2,508,190 ▼-6.2%28,5691.4%Consumer DiscretionaryBACBank of America$38,035,911$7,861,414 ▲26.1%803,8021.4%FinanceSYKStryker$37,556,531$269,425 ▲0.7%94,9281.4%MedicalBKBank of New York Mellon$37,137,529$118,716 ▼-0.3%407,6121.4%FinanceICEIntercontinental Exchange$35,869,853$199,065 ▲0.6%195,5081.3%FinanceCTVACorteva$33,703,062$23,838,942 ▲241.7%452,2081.3%Consumer StaplesMETAMeta Platforms$30,853,638$8,409,797 ▼-21.4%41,8021.1%Computer and TechnologyJPMJPMorgan Chase & Co.$29,880,444$1,112,385 ▼-3.6%103,0681.1%FinanceCOSTCostco Wholesale$27,822,303$287,083 ▼-1.0%28,1051.0%Retail/WholesaleHEIHeico$27,476,888$118,736 ▲0.4%83,7711.0%AerospaceBABoeing$26,615,758$7,329,988 ▲38.0%127,0261.0%AerospacePEPPepsiCo$26,488,431$78,300 ▼-0.3%200,6091.0%Consumer StaplesAMZNAmazon.com$25,866,739$17,847,157 ▼-40.8%117,9031.0%Retail/WholesaleTMUST-Mobile US$25,253,416$1,069,787 ▲4.4%105,9910.9%Computer and TechnologyAXONAxon Enterprise$24,989,713$4,403,813 ▼-15.0%30,1830.9%AerospaceMPWRMonolithic Power Systems$24,718,450$171,143 ▼-0.7%33,7970.9%Computer and TechnologyWMTWalmart$24,654,018$1,816,554 ▼-6.9%252,1380.9%Retail/WholesaleWECWEC Energy Group$23,853,985$249,872 ▲1.1%228,9250.9%UtilitiesXOMExxon Mobil$23,681,541$415,570 ▼-1.7%219,6800.9%EnergyIBMInternational Business Machines$23,196,435$2,021,593 ▼-8.0%78,6910.9%Computer and TechnologyNOWServiceNow$22,612,620$417,400 ▼-1.8%21,9950.8%Computer and TechnologyADSKAutodesk$22,415,345$250,752 ▼-1.1%72,4080.8%Computer and TechnologyRSGRepublic Services$21,598,597$7,899,412 ▼-26.8%87,5820.8%Business ServicesROPRoper Technologies$21,382,338$10,803,403 ▲102.1%37,7220.8%Computer and TechnologyFIFiserv$21,184,879$5,117,819 ▼-19.5%122,8750.8%Business ServicesUBERUber Technologies$20,734,712$8,227,381 ▲65.8%222,2370.8%Computer and TechnologyMAMastercard$20,708,613$162,963 ▼-0.8%36,8520.8%Business ServicesINTUIntuit$20,494,920$6,968,163 ▲51.5%26,0210.8%Computer and TechnologyVEEVVeeva Systems$20,367,673$7,932,697 ▲63.8%70,7260.8%MedicalABBVAbbVie$20,284,084$218,847 ▲1.1%109,2770.8%MedicalPENPenumbra$19,917,311$11,474,184 ▲135.9%77,6110.7%MedicalISRGIntuitive Surgical$19,036,739$3,380,010 ▼-15.1%35,0320.7%MedicalEUFNiShares MSCI Europe Financials ETF$18,548,465$1,321,818 ▲7.7%586,4200.7%ETFMSCIMSCI$18,531,233$82,474 ▼-0.4%32,1310.7%FinanceFASTFastenal$18,301,710$9,243,570 ▲102.0%435,7550.7%Retail/WholesaleAPHAmphenol$18,268,651$15,305,559 ▼-45.6%184,9990.7%Computer and TechnologyCASYCasey's General Stores$18,089,582$51,537 ▲0.3%35,4510.7%Retail/WholesaleHDHome Depot$16,404,614$184,787 ▼-1.1%44,7430.6%Retail/WholesaleWDAYWorkday$15,890,160$86,160 ▲0.5%66,2090.6%Computer and TechnologyMRVLMarvell Technology$15,699,661$5,481,004 ▼-25.9%202,8380.6%Computer and TechnologyCRWDCrowdStrike$15,684,201$99,825 ▼-0.6%30,7950.6%Computer and TechnologyNTDOYNintendo$15,649,447$3,819,753 ▲32.3%651,4360.6%Consumer DiscretionaryMELIMercadoLibre$15,169,509$3,256,583 ▲27.3%5,8040.6%Retail/WholesaleRMDResMed$14,996,250$433,440 ▼-2.8%58,1250.6%MedicalCBChubb$14,901,748$142,542 ▼-0.9%51,4350.6%FinanceGDGeneral Dynamics$14,834,411$326,368 ▼-2.2%50,8620.6%AerospacePANWPalo Alto Networks$14,332,372$112,757 ▼-0.8%70,0370.5%Computer and TechnologyCVXChevron$14,289,448$204,761 ▲1.5%99,7940.5%EnergyJNJJohnson & Johnson$14,180,699$894,351 ▼-5.9%92,8360.5%MedicalDUKDuke Energy$13,850,014$2,892,062 ▲26.4%117,3730.5%UtilitiesORCLOracle$13,742,863$10,280,857 ▲297.0%62,8590.5%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$13,561,542$3,298,147 ▼-19.6%59,8770.5%Computer and TechnologyBlackRock Inc$13,303,441$21,466,606 ▼-61.7%12,6790.5%COMDISWalt Disney$13,075,442$205,484 ▲1.6%105,4390.5%Consumer DiscretionaryMDLZMondelez International$12,893,516$87,065 ▼-0.7%191,1850.5%Consumer StaplesIDXXIDEXX Laboratories$12,738,075$226,872 ▼-1.7%23,7500.5%MedicalLNSTYLondon Stock Exchange Group$12,616,730$136,081 ▲1.1%346,2900.5%FinanceLinde PLC$12,554,318$190,956 ▼-1.5%26,7580.5%COMMMCMarsh & McLennan Companies$12,420,064$21,864 ▲0.2%56,8060.5%FinanceEEMiShares MSCI Emerging Markets ETF$12,324,162$74,917 ▲0.6%255,4760.5%FinanceCCitigroup$12,310,310$298,771 ▲2.5%144,6230.5%Financial ServicesSHWSherwin-Williams$12,263,102$282,242 ▲2.4%35,7150.5%Basic MaterialsAMDAdvanced Micro Devices$12,026,451$639,118 ▲5.6%84,7530.4%Computer and TechnologyXYLXylem$11,918,584$217,066 ▼-1.8%92,1350.4%Business ServicesYUMYum! Brands$11,845,509$11,122,391 ▲1,538.1%79,9400.4%Retail/WholesaleMTUAYMTU Aero Engines$11,790,682$89,662 ▲0.8%53,2580.4%AerospaceSTTState Street$11,469,620$876,986 ▼-7.1%107,8580.4%FinancePGProcter & Gamble$11,447,939$492,299 ▼-4.1%71,8550.4%Consumer StaplesRGAReinsurance Group of America$11,252,764$201,930 ▼-1.8%56,7290.4%FinancePNCThe PNC Financial Services Group$11,235,720$193,877 ▲1.8%60,2710.4%FinanceMRKMerck & Co., Inc.$11,158,710$8,469,724 ▼-43.2%140,9640.4%MedicalVTIVanguard Total Stock Market ETF$11,138,427$19,148 ▼-0.2%36,6480.4%ETFCRMSalesforce$11,094,665$217,879 ▼-1.9%40,6860.4%Computer and TechnologyTXNTexas Instruments$11,089,399$261,186 ▲2.4%53,4120.4%Computer and TechnologyVZVerizon Communications$11,088,889$55,083 ▲0.5%256,2720.4%Computer and TechnologyKOCocaCola$10,977,216$2,545,656 ▲30.2%155,1550.4%Consumer StaplesTRNOTerreno Realty$10,910,493$4,404,523 ▼-28.8%194,5870.4%FinanceMMM3M$10,821,849$65,768 ▲0.6%71,0840.4%Multi-Sector ConglomeratesSBUXStarbucks$10,604,655$313,742 ▲3.0%115,7330.4%Retail/WholesaleCMGChipotle Mexican Grill$10,584,050$626,353 ▼-5.6%188,4960.4%Retail/WholesaleCSCOCisco Systems$10,554,779$205,018 ▼-1.9%152,1300.4%Computer and TechnologyGILDGilead Sciences$10,469,454$167,414 ▼-1.6%94,4300.4%MedicalTYLTyler Technologies$10,453,548$562,012 ▼-5.1%17,6330.4%Computer and TechnologyUNPUnion Pacific$10,290,328$103,536 ▼-1.0%44,7250.4%TransportationASMLASML$10,072,671$24,843 ▲0.2%12,5690.4%Computer and TechnologyCorpay Inc$10,042,532$32,518 ▼-0.3%30,2650.4%COMSLBSchlumberger$9,852,937$73,380 ▼-0.7%291,5070.4%EnergyHDBHDFC Bank$9,746,060$4,349,642 ▲80.6%127,1170.4%FinanceBAHBooz Allen Hamilton$9,685,027$520,962 ▼-5.1%93,0090.4%Business ServicesADPAutomatic Data Processing$9,637,192$1,358,502 ▼-12.4%31,2490.4%Computer and TechnologyROSTRoss Stores$9,637,010$257,967 ▼-2.6%75,5370.4%Retail/WholesaleEADSYAirbus Group$9,578,675$3,400,742 ▲55.0%184,1380.4%AerospaceShowing largest 100 holdings. 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