Azimuth Capital Investment Management

Azimuth Capital Investment Management as of Dec. 31, 2024

Portfolio Holdings for Azimuth Capital Investment Management

Azimuth Capital Investment Management holds 300 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.4 $113M 452k 250.42
NVIDIA Corporation (NVDA) 3.9 $100M 743k 134.29
Microsoft Corporation (MSFT) 3.6 $92M 217k 421.50
Alphabet Inc Class A cs (GOOGL) 2.3 $58M 307k 189.30
Eli Lilly & Co. (LLY) 1.9 $50M 65k 772.00
Amazon (AMZN) 1.9 $49M 222k 219.39
Broadcom (AVGO) 1.9 $48M 206k 231.84
Amphenol Corporation (APH) 1.5 $39M 554k 69.45
Visa (V) 1.4 $37M 117k 316.04
Stryker Corporation (SYK) 1.3 $34M 95k 360.05
Blackrock (BLK) 1.3 $34M 33k 1025.11
Fiserv (FI) 1.3 $33M 162k 205.42
Servicenow (NOW) 1.3 $32M 31k 1060.12
Bank of New York Mellon Corporation (BK) 1.2 $32M 414k 76.83
Intercontinental Exchange (ICE) 1.2 $30M 201k 149.01
Pepsi (PEP) 1.1 $27M 180k 152.06
UnitedHealth (UNH) 1.1 $27M 54k 505.86
Facebook Inc cl a (META) 1.0 $27M 46k 585.51
Costco Wholesale Corporation (COST) 1.0 $26M 29k 916.27
JPMorgan Chase & Co. (JPM) 1.0 $26M 109k 239.71
Merck & Co (MRK) 1.0 $26M 263k 99.48
Wal-Mart Stores (WMT) 1.0 $25M 280k 90.35
Republic Services (RSG) 1.0 $25M 124k 201.18
HEICO Corporation (HEI) 0.9 $24M 101k 237.74
Metropcs Communications (TMUS) 0.9 $23M 106k 220.73
Wells Fargo & Company (WFC) 0.9 $22M 318k 70.24
Intuitive Surgical (ISRG) 0.9 $22M 42k 521.96
Tyler Technologies (TYL) 0.8 $22M 38k 576.64
Sherwin-Williams Company (SHW) 0.8 $22M 64k 339.93
Exxon Mobil Corporation (XOM) 0.8 $22M 200k 107.57
Wec Energy Group (WEC) 0.8 $21M 226k 94.04
Axon Enterprise (AXON) 0.8 $21M 36k 594.32
Ross Stores (ROST) 0.8 $21M 138k 151.27
Msci (MSCI) 0.8 $21M 35k 600.01
Monolithic Power Systems (MPWR) 0.8 $20M 34k 591.70
Autodesk (ADSK) 0.8 $20M 69k 295.57
International Business Machines (IBM) 0.8 $20M 91k 219.83
MasterCard Incorporated (MA) 0.8 $20M 38k 526.57
Corpay (CPAY) 0.7 $19M 57k 338.42
Abbvie (ABBV) 0.7 $19M 108k 177.70
Taiwan Semiconductor Mfg (TSM) 0.7 $19M 97k 197.49
Chipotle Mexican Grill (CMG) 0.7 $19M 312k 60.30
Booz Allen Hamilton Holding Corporation (BAH) 0.7 $18M 141k 128.70
Home Depot (HD) 0.7 $17M 45k 388.99
Terreno Realty Corporation (TRNO) 0.7 $17M 294k 59.14
Workday Inc cl a (WDAY) 0.7 $17M 67k 258.03
Boeing Company (BA) 0.6 $17M 94k 177.00
Fastenal Company (FAST) 0.6 $16M 221k 71.91
Neurocrine Biosciences (NBIX) 0.6 $16M 115k 136.50
General Dynamics Corporation (GD) 0.6 $16M 59k 263.49
Chubb (CB) 0.6 $14M 52k 276.30
salesforce (CRM) 0.6 $14M 42k 334.33
Johnson & Johnson (JNJ) 0.5 $14M 97k 144.62
ResMed (RMD) 0.5 $14M 61k 228.69
Casey's General Stores (CASY) 0.5 $14M 35k 396.23
Netflix (NFLX) 0.5 $14M 15k 891.32
Palo Alto Networks (PANW) 0.5 $13M 71k 181.96
Procter & Gamble Company (PG) 0.5 $13M 75k 167.65
MSCI Europe Financials Sector Index Fund (EUFN) 0.5 $13M 539k 23.30
Pfizer (PFE) 0.5 $13M 471k 26.53
Reinsurance Group of America (RGA) 0.5 $12M 58k 213.63
Trade Desk (TTD) 0.5 $12M 105k 117.53
Schlumberger (SLB) 0.5 $12M 318k 38.34
Marsh & McLennan Companies (MMC) 0.5 $12M 56k 212.41
Linde (LIN) 0.5 $12M 28k 418.67
Globant S A (GLOB) 0.5 $12M 55k 214.42
Chevron Corporation (CVX) 0.5 $12M 80k 144.84
Walt Disney Company (DIS) 0.5 $12M 104k 111.35
Xylem (XYL) 0.4 $11M 96k 116.02
State Street Corporation (STT) 0.4 $11M 113k 98.15
Intuit (INTU) 0.4 $11M 18k 628.50
Union Pacific Corporation (UNP) 0.4 $11M 48k 228.04
Crowdstrike Hldgs Inc cl a (CRWD) 0.4 $11M 32k 342.16
Tencent Holdings Ltd - (TCEHY) 0.4 $11M 201k 53.68
Starbucks Corporation (SBUX) 0.4 $11M 118k 91.25
Vanguard Total Stock Market ETF (VTI) 0.4 $11M 37k 289.81
Marvell Technology (MRVL) 0.4 $11M 96k 110.45
Accenture (ACN) 0.4 $11M 30k 351.79
iShares MSCI Emerging Markets Indx (EEM) 0.4 $11M 252k 41.82
Automatic Data Processing (ADP) 0.4 $11M 36k 292.73
Gilead Sciences (GILD) 0.4 $10M 112k 92.37
Constellation Brands (STZ) 0.4 $10M 47k 221.00
Zoetis Inc Cl A (ZTS) 0.4 $10M 63k 162.93
Verizon Communications (VZ) 0.4 $10M 255k 39.99
Brookfield Asset Management (BAM) 0.4 $10M 188k 54.19
PNC Financial Services (PNC) 0.4 $10M 52k 192.85
Mondelez Int (MDLZ) 0.4 $9.8M 164k 59.73
Duke Energy (DUK) 0.4 $9.8M 91k 107.74
Texas Instruments Incorporated (TXN) 0.4 $9.6M 51k 187.51
Roper Industries (ROP) 0.4 $9.5M 18k 519.85
West Pharmaceutical Services (WST) 0.4 $9.4M 29k 327.56
Cisco Systems (CSCO) 0.4 $9.4M 159k 59.20
Veeva Sys Inc cl a (VEEV) 0.4 $9.4M 45k 210.25
MercadoLibre (MELI) 0.4 $9.3M 5.5k 1700.44
Penumbra (PEN) 0.4 $9.3M 39k 237.48
3M Company (MMM) 0.4 $9.0M 70k 129.09
Techtronic Industries-sp (TTNDY) 0.3 $9.0M 136k 65.98
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $8.9M 22k 402.70
Emerson Electric (EMR) 0.3 $8.8M 71k 123.93
Asml Holding (ASML) 0.3 $8.5M 12k 693.08
McDonald's Corporation (MCD) 0.3 $8.5M 29k 289.89
Vanguard Total Bond Market ETF Etf (BND) 0.3 $8.4M 117k 71.91
Southern Company (SO) 0.3 $8.3M 100k 82.32
Ishares Msci Japan (EWJ) 0.3 $8.0M 119k 67.10
Daiichi Sankyo Co - Spons (DSNKY) 0.3 $8.0M 287k 27.69
Nice Systems (NICE) 0.3 $7.9M 47k 169.84
Wisdomtree Tr intl hedge eqt (HEDJ) 0.3 $7.9M 180k 43.72
AstraZeneca (AZN) 0.3 $7.8M 120k 65.52
Abbott Laboratories (ABT) 0.3 $7.6M 67k 113.11
CoStar (CSGP) 0.3 $7.6M 106k 71.59
Paychex (PAYX) 0.3 $7.5M 54k 140.22
Kinder Morgan (KMI) 0.3 $7.4M 271k 27.40
Coca-Cola Company (KO) 0.3 $7.3M 117k 62.26
Atlassian Corporation Cl A (TEAM) 0.3 $7.2M 30k 243.38
Corteva (CTVA) 0.3 $7.2M 127k 56.96
Cme (CME) 0.3 $7.2M 31k 232.23
Mtu Aero Engines Hldgs A (MTUAY) 0.3 $7.1M 42k 166.72
Medtronic (MDT) 0.3 $7.0M 88k 79.88
Experian (EXPGY) 0.3 $7.0M 163k 43.15
Agilent Technologies Inc C ommon (A) 0.3 $7.0M 52k 134.34
Target Corporation (TGT) 0.3 $7.0M 52k 135.18
Bank of America Corporation (BAC) 0.3 $6.9M 157k 43.95
Welltower Inc Com reit (WELL) 0.3 $6.8M 54k 126.03
Citigroup (C) 0.3 $6.6M 94k 70.39
iShares S&P SmallCap 600 Growth (IJT) 0.3 $6.6M 49k 135.37
Advanced Micro Devices (AMD) 0.3 $6.5M 54k 120.79
Bristol Myers Squibb (BMY) 0.2 $6.3M 112k 56.56
Berkshire Hathaway (BRK.B) 0.2 $6.3M 14k 453.28
Raytheon Technologies Corp (RTX) 0.2 $6.3M 54k 115.72
Rockwell Automation (ROK) 0.2 $6.2M 22k 285.79
Weyerhaeuser Company (WY) 0.2 $6.2M 219k 28.15
DBS Group Holdings (DBSDY) 0.2 $6.1M 48k 128.19
Best Buy (BBY) 0.2 $5.9M 69k 85.80
Clorox Company (CLX) 0.2 $5.7M 35k 162.41
Principal Financial (PFG) 0.2 $5.6M 72k 77.41
Kimberly-Clark Corporation (KMB) 0.2 $5.3M 40k 131.04
Lockheed Martin Corporation (LMT) 0.2 $5.2M 11k 485.94
IDEXX Laboratories (IDXX) 0.2 $5.1M 12k 413.44
Ecolab (ECL) 0.2 $5.1M 22k 234.32
TJX Companies (TJX) 0.2 $5.1M 42k 120.81
iShares S&P SmallCap 600 Value Idx (IJS) 0.2 $5.1M 47k 108.61
London Stk Exchange (LNSTY) 0.2 $5.0M 143k 35.33
Amgen (AMGN) 0.2 $4.9M 19k 260.64
AFLAC Incorporated (AFL) 0.2 $4.8M 47k 103.44
Airbus Group Nv - Unsp (EADSY) 0.2 $4.6M 114k 40.07
iShares Russell 1000 Growth Index (IWF) 0.2 $4.6M 11k 401.58
Caterpillar (CAT) 0.2 $4.5M 12k 362.76
Colgate-Palmolive Company (CL) 0.2 $4.5M 49k 90.91
At&t (T) 0.2 $4.4M 195k 22.77
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.2 $4.4M 24k 186.70
HDFC Bank (HDB) 0.2 $4.4M 69k 63.86
iShares Russell 1000 Value Index (IWD) 0.2 $4.3M 23k 185.13
Invesco S&p 500 Equal Weight Etf (RSP) 0.2 $4.3M 24k 175.23
iShares MSCI EAFE Index Fund (EFA) 0.2 $4.2M 55k 75.61
Lonza Group Ag - Un (LZAGY) 0.2 $4.0M 69k 59.12
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.2 $4.0M 63k 62.65
Icon (ICLR) 0.1 $3.8M 18k 209.71
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.1 $3.7M 63k 58.93
Wal-mart de Mexico S A B de C V (WMMVY) 0.1 $3.7M 138k 26.39
Air Products & Chemicals (APD) 0.1 $3.6M 13k 290.04
Iron Mountain (IRM) 0.1 $3.5M 33k 105.11
Canadian Natl Ry (CNI) 0.1 $3.5M 34k 101.51
American Express Company (AXP) 0.1 $3.4M 12k 296.79
Cogent Communications (CCOI) 0.1 $3.3M 43k 77.07
Dassault Systemes (DASTY) 0.1 $3.3M 94k 34.69
Capgemini S E un (CGEMY) 0.1 $3.2M 99k 32.75
Alphabet Inc Class C cs (GOOG) 0.1 $3.2M 17k 190.44
United Parcel Service (UPS) 0.1 $3.2M 25k 126.10
Public Storage (PSA) 0.1 $3.0M 10k 299.44
Hershey Company (HSY) 0.1 $3.0M 18k 169.35
Dow (DOW) 0.1 $3.0M 75k 40.13
Honeywell International (HON) 0.1 $2.9M 13k 225.89
Realty Income (O) 0.1 $2.8M 52k 53.41
Travelers Companies (TRV) 0.1 $2.7M 11k 240.89
Oracle Corporation (ORCL) 0.1 $2.6M 16k 166.64
Gentex Corporation (GNTX) 0.1 $2.5M 88k 28.73
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.1 $2.2M 26k 82.63
iShares Russell 2000 Index (IWM) 0.1 $2.1M 9.6k 220.96
Applied Materials (AMAT) 0.1 $2.1M 13k 162.63
iShares S&P MidCap 400 Index (IJH) 0.1 $2.1M 33k 62.31
1/100 Berkshire Htwy Cla 100 0.1 $2.0M 300.00 6809.20
Nordson Corporation (NDSN) 0.1 $2.0M 9.7k 209.24
Intel Corporation (INTC) 0.1 $1.9M 96k 20.05
Pinnacle West Capital Corporation (PNW) 0.1 $1.9M 22k 84.77
BP (BP) 0.1 $1.8M 61k 29.56
Neogen Corporation (NEOG) 0.1 $1.8M 147k 12.14
Motorola Solutions (MSI) 0.1 $1.7M 3.7k 462.23
Thermo Fisher Scientific (TMO) 0.1 $1.7M 3.2k 520.23
Nextera Energy (NEE) 0.1 $1.7M 23k 71.69
Ford Motor Company (F) 0.1 $1.6M 165k 9.90
Qualcomm (QCOM) 0.1 $1.6M 10k 153.62
Toro Company (TTC) 0.1 $1.5M 19k 80.10
Comerica Incorporated (CMA) 0.1 $1.5M 24k 61.85
Deere & Company (DE) 0.1 $1.5M 3.5k 423.70
ConocoPhillips (COP) 0.1 $1.4M 15k 99.17
Cardinal Health (CAH) 0.1 $1.4M 12k 118.27
Blackstone Group Inc Com Cl A (BX) 0.1 $1.3M 7.8k 172.42
Airbnb (ABNB) 0.1 $1.3M 10k 131.41
Eaton (ETN) 0.0 $1.2M 3.7k 331.87
General Electric (GE) 0.0 $1.2M 7.3k 166.79
DTE Energy Company (DTE) 0.0 $1.1M 9.4k 120.75
SYSCO Corporation (SYY) 0.0 $1.1M 15k 76.46
Progressive Corporation (PGR) 0.0 $1.1M 4.5k 239.61
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.0 $1.0M 12k 87.90
Adobe Systems Incorporated (ADBE) 0.0 $1.0M 2.3k 444.68
Lowe's Companies (LOW) 0.0 $1.0M 4.1k 246.80
iShares S&P 500 Value Index (IVE) 0.0 $985k 5.2k 190.88
Intermediate Gov/Credit ETF Etf (GVI) 0.0 $958k 9.2k 104.23
Palantir Technologies (PLTR) 0.0 $953k 13k 75.63
iShares Gold Trust (IAU) 0.0 $942k 19k 49.51
W.W. Grainger (GWW) 0.0 $928k 880.00 1054.05
Vanguard S&p 500 Etf idx (VOO) 0.0 $898k 1.7k 538.73
Illinois Tool Works (ITW) 0.0 $889k 3.5k 253.56
Goldman Sachs (GS) 0.0 $889k 1.6k 572.62
Globus Med Inc cl a (GMED) 0.0 $852k 10k 82.71
Allstate Corporation (ALL) 0.0 $848k 4.4k 192.79
iShares Russell 1000 Index (IWB) 0.0 $844k 2.6k 322.16
Dupont De Nemours (DD) 0.0 $838k 11k 76.25
Paypal Holdings (PYPL) 0.0 $804k 9.4k 85.35
iShares S&P 500 Growth Index (IVW) 0.0 $798k 7.9k 101.53
Dominion Resources (D) 0.0 $778k 14k 53.86
CMS Energy Corporation (CMS) 0.0 $777k 12k 66.65
RPM International (RPM) 0.0 $775k 6.3k 123.06
Analog Devices (ADI) 0.0 $754k 3.5k 212.46
FedEx Corporation (FDX) 0.0 $751k 2.7k 281.33
Ingredion Incorporated (INGR) 0.0 $726k 5.3k 137.56
Huntington Bancshares Incorporated (HBAN) 0.0 $688k 42k 16.27
PPG Industries (PPG) 0.0 $661k 5.5k 119.45
Yum! Brands (YUM) 0.0 $655k 4.9k 134.16
Ge Vernova (GEV) 0.0 $645k 2.0k 328.93
Snap-on Incorporated (SNA) 0.0 $641k 1.9k 339.48
Fortinet (FTNT) 0.0 $615k 6.5k 94.48
Enbridge (ENB) 0.0 $611k 14k 42.43
Spdr S&p 500 Etf (SPY) 0.0 $607k 1.0k 586.08
Tesla Motors (TSLA) 0.0 $599k 1.5k 403.84
Philip Morris International (PM) 0.0 $581k 4.8k 120.35
Cincinnati Financial Corporation (CINF) 0.0 $571k 4.0k 143.70
iShares S&P 500 Index (IVV) 0.0 $569k 966.00 588.63
Avery Dennison Corporation (AVY) 0.0 $568k 3.0k 187.13
Genuine Parts Company (GPC) 0.0 $562k 4.8k 116.76
Parker-Hannifin Corporation (PH) 0.0 $544k 855.00 636.03
V.F. Corporation (VFC) 0.0 $513k 24k 21.46
1-3yr Treasury Bond ETF Etf (SHY) 0.0 $510k 6.2k 81.98
Dt Midstream (DTM) 0.0 $509k 5.1k 99.43
Danaher Corporation (DHR) 0.0 $507k 2.2k 229.55
Marathon Petroleum Corp (MPC) 0.0 $485k 3.5k 139.50
Altria (MO) 0.0 $484k 9.3k 52.29
Carrier Global Corporation (CARR) 0.0 $480k 7.0k 68.26
Vanguard Intermediate-Term Cor Etf (VCIT) 0.0 $471k 5.9k 80.27
SPDR Gold Trust (GLD) 0.0 $462k 1.9k 242.13
Exelon Corporation (EXC) 0.0 $452k 12k 37.64
S&p Global (SPGI) 0.0 $436k 875.00 498.03
Mercantile Bank (MBWM) 0.0 $409k 9.2k 44.49
Proshares Tr S&p 500 Aristo (NOBL) 0.0 $404k 4.1k 99.55
Donaldson Company (DCI) 0.0 $391k 5.8k 67.35
Consolidated Edison (ED) 0.0 $388k 4.4k 89.23
Intercontinental Hotels Group (IHG) 0.0 $375k 3.0k 124.92
McCormick & Company, Incorporated (MKC) 0.0 $374k 4.9k 76.24
General Mills (GIS) 0.0 $372k 5.8k 63.77
Valero Energy Corporation (VLO) 0.0 $371k 3.0k 122.59
Comcast Corporation (CMCSA) 0.0 $371k 9.9k 37.53
Martin Marietta Materials (MLM) 0.0 $369k 715.00 516.50
Waste Management (WM) 0.0 $363k 1.8k 201.79
Microchip Technology (MCHP) 0.0 $361k 6.3k 57.35
Flutter Entertainment (FLUT) 0.0 $352k 1.4k 258.45
Pentair cs (PNR) 0.0 $343k 3.4k 100.64
Essex Property Trust (ESS) 0.0 $343k 1.2k 285.44
Corning Incorporated (GLW) 0.0 $328k 6.9k 47.52
iShares S&P PFD Stock Fund Etf (PFF) 0.0 $316k 10k 31.44
Newmont Mining Corporation (NEM) 0.0 $305k 8.2k 37.22
Steris Plc Ord equities (STE) 0.0 $304k 1.5k 205.56
Private Bancorp Of America (PBAM) 0.0 $300k 5.2k 57.74
SPDR S&P World ex-US (SPDW) 0.0 $300k 8.8k 34.13
Shyft Group (SHYF) 0.0 $299k 26k 11.74
Shopify Inc cl a (SHOP) 0.0 $296k 2.8k 106.33
Stanley Black & Decker (SWK) 0.0 $295k 3.7k 80.29
Boston Scientific Corporation (BSX) 0.0 $288k 3.2k 89.32
Delta Air Lines (DAL) 0.0 $279k 4.6k 60.50
Becton, Dickinson and (BDX) 0.0 $278k 1.2k 226.87
Kraft Heinz (KHC) 0.0 $277k 9.0k 30.71
Cameco Corporation (CCJ) 0.0 $269k 5.2k 51.39
Charles Schwab Corporation (SCHW) 0.0 $268k 3.6k 74.01
iShares S&P SmallCap 600 Index (IJR) 0.0 $267k 2.3k 115.22
Expeditors International of Washington (EXPD) 0.0 $260k 2.4k 110.77
Garmin (GRMN) 0.0 $256k 1.2k 206.26
Otis Worldwide Corp (OTIS) 0.0 $249k 2.7k 92.61
Baxter International (BAX) 0.0 $248k 8.5k 29.16
SPDR DJ Wilshire Small Cap Value (SLYV) 0.0 $244k 2.8k 87.25
GSK (GSK) 0.0 $239k 7.1k 33.82
Constellation Energy (CEG) 0.0 $236k 1.1k 223.71
iShares Dow Jones Select Dividend (DVY) 0.0 $232k 1.8k 131.29
Phillips 66 (PSX) 0.0 $221k 1.9k 113.93
iShares Broad USD Inv Grade C Etf (USIG) 0.0 $213k 4.2k 50.28
Unilever (UL) 0.0 $212k 3.7k 56.70
General Motors Company (GM) 0.0 $211k 4.0k 53.27
Nike (NKE) 0.0 $202k 2.7k 75.67
Walgreen Boots Alliance 0.0 $114k 12k 9.33
Esperion Therapeutics (ESPR) 0.0 $48k 22k 2.20
Wallbridge Mining (WLBMF) 0.0 $452.000000 10k 0.05
Invesco Van Kampen Municipal exchange traded 0.0 $0 44k 0.00