Azimuth Capital Investment Management

Azimuth Capital Investment Management as of March 31, 2025

Portfolio Holdings for Azimuth Capital Investment Management

Azimuth Capital Investment Management holds 302 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.9 $98M 442k 222.13
Microsoft Corporation (MSFT) 3.2 $81M 216k 375.39
NVIDIA Corporation (NVDA) 3.2 $80M 742k 108.38
Eli Lilly & Co. (LLY) 2.5 $62M 75k 825.91
Alphabet Inc Class A cs (GOOGL) 1.9 $49M 317k 154.64
Broadcom (AVGO) 1.8 $46M 277k 167.43
Visa (V) 1.6 $41M 117k 350.46
Amazon (AMZN) 1.5 $38M 199k 190.26
Wells Fargo & Company (WFC) 1.5 $37M 520k 71.79
Stryker Corporation (SYK) 1.4 $35M 94k 372.25
Bank of New York Mellon Corporation (BK) 1.4 $34M 409k 83.87
Fiserv (FI) 1.3 $34M 153k 220.83
Intercontinental Exchange (ICE) 1.3 $34M 194k 172.50
Blackrock (BLK) 1.2 $31M 33k 946.48
Facebook Inc cl a (META) 1.2 $31M 53k 576.36
Pepsi (PEP) 1.2 $30M 201k 149.94
Republic Services (RSG) 1.2 $29M 120k 242.16
Netflix (NFLX) 1.1 $28M 30k 932.53
Metropcs Communications (TMUS) 1.1 $27M 102k 266.71
Costco Wholesale Corporation (COST) 1.1 $27M 28k 945.78
Bank of America Corporation (BAC) 1.1 $27M 638k 41.73
Exxon Mobil Corporation (XOM) 1.1 $27M 224k 118.93
UnitedHealth (UNH) 1.1 $27M 51k 523.75
JPMorgan Chase & Co. (JPM) 1.0 $26M 107k 245.30
Wec Energy Group (WEC) 1.0 $25M 227k 108.98
Wal-Mart Stores (WMT) 0.9 $24M 271k 87.79
Abbvie (ABBV) 0.9 $23M 108k 209.52
Amphenol Corporation (APH) 0.9 $22M 340k 65.59
HEICO Corporation (HEI) 0.9 $22M 83k 267.19
Merck & Co (MRK) 0.9 $22M 248k 89.76
International Business Machines (IBM) 0.8 $21M 86k 248.66
Intuitive Surgical (ISRG) 0.8 $20M 41k 495.27
MasterCard Incorporated (MA) 0.8 $20M 37k 548.12
Monolithic Power Systems (MPWR) 0.8 $20M 34k 579.98
Autodesk (ADSK) 0.8 $19M 73k 261.80
Axon Enterprise (AXON) 0.7 $19M 36k 525.95
Msci (MSCI) 0.7 $18M 32k 565.50
Servicenow (NOW) 0.7 $18M 22k 796.14
Terreno Realty Corporation (TRNO) 0.7 $17M 273k 63.22
Marvell Technology (MRVL) 0.7 $17M 274k 61.57
Fastenal Company (FAST) 0.7 $17M 216k 77.55
Home Depot (HD) 0.7 $17M 45k 366.49
Chevron Corporation (CVX) 0.7 $17M 98k 167.29
Johnson & Johnson (JNJ) 0.7 $16M 99k 165.84
Boeing Company (BA) 0.6 $16M 92k 170.55
Chubb (CB) 0.6 $16M 52k 301.99
MSCI Europe Financials Sector Index Fund (EUFN) 0.6 $16M 545k 28.49
Workday Inc cl a (WDAY) 0.6 $15M 66k 233.53
Casey's General Stores (CASY) 0.6 $15M 35k 434.04
General Dynamics Corporation (GD) 0.6 $14M 52k 272.58
Marsh & McLennan Companies (MMC) 0.6 $14M 57k 244.03
ResMed (RMD) 0.5 $13M 60k 223.85
Mondelez Int (MDLZ) 0.5 $13M 193k 67.85
Procter & Gamble Company (PG) 0.5 $13M 75k 170.42
London Stk Exchange (LNSTY) 0.5 $13M 343k 36.98
Linde (LIN) 0.5 $13M 27k 465.64
Taiwan Semiconductor Mfg (TSM) 0.5 $12M 74k 166.00
Schlumberger (SLB) 0.5 $12M 294k 41.80
Sherwin-Williams Company (SHW) 0.5 $12M 35k 349.19
Palo Alto Networks (PANW) 0.5 $12M 71k 170.64
Pfizer (PFE) 0.5 $12M 469k 25.34
Verizon Communications (VZ) 0.5 $12M 255k 45.36
Reinsurance Group of America (RGA) 0.5 $11M 58k 196.90
Duke Energy (DUK) 0.5 $11M 93k 121.97
Xylem (XYL) 0.4 $11M 94k 119.46
salesforce (CRM) 0.4 $11M 42k 268.36
iShares MSCI Emerging Markets Indx (EEM) 0.4 $11M 254k 43.70
Starbucks Corporation (SBUX) 0.4 $11M 112k 98.09
Roper Industries (ROP) 0.4 $11M 19k 589.58
Crowdstrike Hldgs Inc cl a (CRWD) 0.4 $11M 31k 352.58
Automatic Data Processing (ADP) 0.4 $11M 36k 305.53
Tyler Technologies (TYL) 0.4 $11M 19k 581.39
Gilead Sciences (GILD) 0.4 $11M 96k 112.05
Union Pacific Corporation (UNP) 0.4 $11M 45k 236.24
Corpay (CPAY) 0.4 $11M 30k 348.72
Intuit (INTU) 0.4 $11M 17k 613.99
PNC Financial Services (PNC) 0.4 $10M 59k 175.77
State Street Corporation (STT) 0.4 $10M 116k 89.53
3M Company (MMM) 0.4 $10M 71k 146.86
Vertex Pharmaceuticals Incorporated (VRTX) 0.4 $10M 21k 484.82
Booz Allen Hamilton Holding Corporation (BAH) 0.4 $10M 98k 104.58
Walt Disney Company (DIS) 0.4 $10M 104k 98.70
IDEXX Laboratories (IDXX) 0.4 $10M 24k 419.95
Vanguard Total Stock Market ETF (VTI) 0.4 $10M 37k 274.84
Chipotle Mexican Grill (CMG) 0.4 $10M 200k 50.21
Atlassian Corporation Cl A (TEAM) 0.4 $10M 47k 212.21
Citigroup (C) 0.4 $10M 141k 70.99
Veeva Sys Inc cl a (VEEV) 0.4 $10M 43k 231.63
Ross Stores (ROST) 0.4 $9.9M 78k 127.79
Zoetis Inc Cl A (ZTS) 0.4 $9.8M 59k 164.65
Uber Technologies (UBER) 0.4 $9.8M 134k 72.86
Cisco Systems (CSCO) 0.4 $9.6M 155k 61.71
Accenture (ACN) 0.4 $9.5M 31k 312.04
Southern Company (SO) 0.4 $9.4M 103k 91.95
Texas Instruments Incorporated (TXN) 0.4 $9.4M 52k 179.70
Vanguard Total Bond Market ETF Etf (BND) 0.4 $9.2M 126k 73.45
Mtu Aero Engines Hldgs A (MTUAY) 0.4 $9.1M 53k 173.00
MercadoLibre (MELI) 0.4 $8.9M 4.6k 1950.87
McDonald's Corporation (MCD) 0.4 $8.8M 28k 312.37
Wisdomtree Tr intl hedge eqt (HEDJ) 0.4 $8.8M 186k 47.48
Penumbra (PEN) 0.4 $8.8M 33k 267.41
Neurocrine Biosciences (NBIX) 0.3 $8.8M 79k 110.60
Welltower Inc Com reit (WELL) 0.3 $8.6M 56k 153.21
Coca-Cola Company (KO) 0.3 $8.5M 119k 71.62
Paychex (PAYX) 0.3 $8.5M 55k 154.28
CoStar (CSGP) 0.3 $8.5M 107k 79.23
Daiichi Sankyo Co - Spons (DSNKY) 0.3 $8.5M 360k 23.48
Abbott Laboratories (ABT) 0.3 $8.4M 64k 132.65
Corteva (CTVA) 0.3 $8.3M 132k 62.93
Cme (CME) 0.3 $8.3M 31k 265.29
Nintendo (NTDOY) 0.3 $8.3M 492k 16.90
Ishares Msci Japan (EWJ) 0.3 $8.3M 121k 68.56
Asml Holding (ASML) 0.3 $8.3M 13k 662.63
Techtronic Industries-sp (TTNDY) 0.3 $8.3M 138k 59.93
Advanced Micro Devices (AMD) 0.3 $8.2M 80k 102.74
Brookfield Asset Management (BAM) 0.3 $8.1M 168k 48.45
AstraZeneca (AZN) 0.3 $8.1M 110k 73.50
Emerson Electric (EMR) 0.3 $7.8M 71k 109.64
Constellation Brands (STZ) 0.3 $7.7M 42k 183.52
Kinder Morgan (KMI) 0.3 $7.6M 265k 28.53
Berkshire Hathaway (BRK.B) 0.3 $7.1M 13k 532.58
Bristol Myers Squibb (BMY) 0.3 $6.8M 111k 60.99
Raytheon Technologies Corp (RTX) 0.3 $6.7M 51k 132.46
DBS Group Holdings (DBSDY) 0.3 $6.7M 49k 138.29
Principal Financial (PFG) 0.3 $6.4M 76k 84.37
Weyerhaeuser Company (WY) 0.3 $6.3M 216k 29.28
Agilent Technologies Inc C ommon (A) 0.2 $6.1M 52k 116.98
iShares S&P SmallCap 600 Growth (IJT) 0.2 $6.1M 49k 124.50
Medtronic (MDT) 0.2 $6.0M 67k 89.86
Amgen (AMGN) 0.2 $5.7M 18k 311.55
Globant S A (GLOB) 0.2 $5.6M 48k 117.72
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.2 $5.6M 24k 227.92
Trade Desk (TTD) 0.2 $5.6M 102k 54.72
Ecolab (ECL) 0.2 $5.5M 22k 253.52
Rockwell Automation (ROK) 0.2 $5.5M 21k 258.38
At&t (T) 0.2 $5.3M 189k 28.28
Clorox Company (CLX) 0.2 $5.3M 36k 147.25
Airbus Group Nv - Unsp (EADSY) 0.2 $5.2M 119k 43.96
AFLAC Incorporated (AFL) 0.2 $5.2M 47k 111.19
Target Corporation (TGT) 0.2 $5.2M 49k 104.36
Kimberly-Clark Corporation (KMB) 0.2 $5.0M 35k 142.22
TJX Companies (TJX) 0.2 $5.0M 41k 121.80
Lockheed Martin Corporation (LMT) 0.2 $4.9M 11k 446.71
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.2 $4.8M 47k 100.98
HDFC Bank (HDB) 0.2 $4.7M 70k 66.44
Experian (EXPGY) 0.2 $4.7M 101k 46.05
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.2 $4.6M 63k 73.28
Colgate-Palmolive Company (CL) 0.2 $4.6M 49k 93.70
Lonza Group Ag - Un (LZAGY) 0.2 $4.6M 74k 61.28
Dassault Systemes (DASTY) 0.2 $4.5M 120k 37.74
Invesco S&p 500 Equal Weight Etf (RSP) 0.2 $4.5M 26k 173.23
iShares S&P SmallCap 600 Value Idx (IJS) 0.2 $4.4M 46k 97.48
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.2 $4.4M 71k 62.10
iShares Russell 1000 Value Index (IWD) 0.2 $4.3M 23k 188.16
Nice Systems (NICE) 0.2 $4.2M 27k 154.17
iShares MSCI EAFE Index Fund (EFA) 0.2 $4.0M 50k 81.73
Wal-mart de Mexico S A B de C V (WMMVY) 0.2 $4.0M 144k 27.65
iShares Russell 1000 Growth Index (IWF) 0.2 $3.9M 11k 361.09
Caterpillar (CAT) 0.2 $3.9M 12k 329.80
Hershey Company (HSY) 0.2 $3.8M 22k 171.03
Capgemini S E un (CGEMY) 0.1 $3.7M 124k 29.82
Air Products & Chemicals (APD) 0.1 $3.7M 12k 294.92
Public Storage (PSA) 0.1 $3.5M 12k 299.29
Best Buy (BBY) 0.1 $3.3M 44k 73.61
Canadian Natl Ry (CNI) 0.1 $3.3M 33k 97.46
Realty Income (O) 0.1 $3.0M 52k 58.01
Iron Mountain (IRM) 0.1 $3.0M 35k 86.04
American Express Company (AXP) 0.1 $2.9M 11k 269.05
Icon (ICLR) 0.1 $2.9M 17k 174.99
Cogent Communications (CCOI) 0.1 $2.8M 45k 61.31
Travelers Companies (TRV) 0.1 $2.7M 10k 264.46
Alphabet Inc Class C cs (GOOG) 0.1 $2.6M 17k 156.23
Honeywell International (HON) 0.1 $2.6M 13k 211.75
Dow (DOW) 0.1 $2.5M 72k 34.92
Berkshire Hathaway (BRK.A) 0.1 $2.4M 3.00 798441.67
Pinnacle West Capital Corporation (PNW) 0.1 $2.3M 25k 95.25
Oracle Corporation (ORCL) 0.1 $2.2M 16k 139.81
Nordson Corporation (NDSN) 0.1 $2.1M 11k 201.72
BP (BP) 0.1 $2.1M 63k 33.79
Gentex Corporation (GNTX) 0.1 $2.0M 87k 23.30
iShares S&P MidCap 400 Index (IJH) 0.1 $1.9M 33k 58.35
Nextera Energy (NEE) 0.1 $1.7M 24k 70.89
Intel Corporation (INTC) 0.1 $1.7M 74k 22.71
Cardinal Health (CAH) 0.1 $1.7M 12k 137.77
Qualcomm (QCOM) 0.1 $1.6M 11k 153.61
Deere & Company (DE) 0.1 $1.6M 3.5k 469.35
Ford Motor Company (F) 0.1 $1.6M 159k 10.03
iShares Russell 2000 Index (IWM) 0.1 $1.6M 8.0k 199.49
Thermo Fisher Scientific (TMO) 0.1 $1.6M 3.2k 497.60
Applied Materials (AMAT) 0.1 $1.5M 11k 145.12
Motorola Solutions (MSI) 0.1 $1.5M 3.4k 437.81
General Electric (GE) 0.1 $1.5M 7.3k 200.15
Comerica Incorporated (CMA) 0.1 $1.4M 24k 59.06
ConocoPhillips (COP) 0.1 $1.4M 14k 105.02
iShares Gold Trust (IAU) 0.1 $1.3M 22k 58.96
Neogen Corporation (NEOG) 0.1 $1.3M 145k 8.67
Progressive Corporation (PGR) 0.0 $1.2M 4.3k 283.01
iShares S&P 500 Value Index (IVE) 0.0 $1.2M 6.3k 190.58
DTE Energy Company (DTE) 0.0 $1.2M 8.6k 138.27
Airbnb (ABNB) 0.0 $1.2M 9.9k 119.46
SYSCO Corporation (SYY) 0.0 $1.1M 15k 75.04
Blackstone Group Inc Com Cl A (BX) 0.0 $1.1M 7.8k 139.78
Eaton (ETN) 0.0 $1.0M 3.8k 271.83
Toro Company (TTC) 0.0 $997k 14k 72.75
Lowe's Companies (LOW) 0.0 $975k 4.2k 233.23
iShares Intermediate Gov/Credi Etf (GVI) 0.0 $964k 9.1k 106.02
Allstate Corporation (ALL) 0.0 $911k 4.4k 207.07
Illinois Tool Works (ITW) 0.0 $889k 3.6k 248.01
Dominion Resources (D) 0.0 $883k 16k 56.07
Adobe Systems Incorporated (ADBE) 0.0 $881k 2.3k 383.53
Palantir Technologies (PLTR) 0.0 $878k 10k 84.40
W.W. Grainger (GWW) 0.0 $869k 880.00 987.83
Vanguard S&p 500 Etf idx (VOO) 0.0 $854k 1.7k 513.83
Goldman Sachs (GS) 0.0 $821k 1.5k 546.29
iShares Russell 1000 Index (IWB) 0.0 $810k 2.6k 306.74
Dupont De Nemours (DD) 0.0 $791k 11k 74.68
United Parcel Service (UPS) 0.0 $778k 7.1k 109.99
Yum! Brands (YUM) 0.0 $768k 4.9k 157.36
CMS Energy Corporation (CMS) 0.0 $760k 10k 75.11
Philip Morris International (PM) 0.0 $758k 4.8k 158.73
Globus Med Inc cl a (GMED) 0.0 $757k 10k 73.20
iShares S&P 500 Growth Index (IVW) 0.0 $743k 8.0k 92.83
Analog Devices (ADI) 0.0 $695k 3.4k 201.67
RPM International (RPM) 0.0 $677k 5.9k 115.68
PPG Industries (PPG) 0.0 $662k 6.1k 109.35
FedEx Corporation (FDX) 0.0 $650k 2.7k 243.78
Cincinnati Financial Corporation (CINF) 0.0 $639k 4.3k 147.72
Snap-on Incorporated (SNA) 0.0 $636k 1.9k 337.01
Huntington Bancshares Incorporated (HBAN) 0.0 $632k 42k 15.01
Fortinet (FTNT) 0.0 $617k 6.4k 96.26
Altria (MO) 0.0 $615k 10k 60.02
Enbridge (ENB) 0.0 $607k 14k 44.26
Ge Vernova (GEV) 0.0 $599k 2.0k 305.28
Ingredion Incorporated (INGR) 0.0 $597k 4.4k 135.21
Paypal Holdings (PYPL) 0.0 $584k 8.9k 65.25
Spdr S&p 500 Etf (SPY) 0.0 $580k 1.0k 559.39
SPDR Gold Trust (GLD) 0.0 $565k 2.0k 288.14
Exelon Corporation (EXC) 0.0 $555k 12k 46.08
iShares S&P 500 Index (IVV) 0.0 $543k 966.00 561.86
Avery Dennison Corporation (AVY) 0.0 $540k 3.0k 177.97
Genuine Parts Company (GPC) 0.0 $535k 4.5k 119.14
Vanguard Intermediate-Term Cor Etf (VCIT) 0.0 $524k 6.4k 81.76
Parker-Hannifin Corporation (PH) 0.0 $520k 855.00 607.85
iShares 1-3 Year Treasury Bond Etf (SHY) 0.0 $518k 6.3k 82.73
Marathon Petroleum Corp (MPC) 0.0 $506k 3.5k 145.69
Proshares Tr S&p 500 Aristo (NOBL) 0.0 $502k 4.9k 102.18
Dt Midstream (DTM) 0.0 $490k 5.1k 96.48
McCormick & Company, Incorporated (MKC) 0.0 $470k 5.7k 82.31
S&p Global (SPGI) 0.0 $465k 915.00 508.10
Consolidated Edison (ED) 0.0 $459k 4.2k 110.59
Waste Management (WM) 0.0 $417k 1.8k 231.51
Carrier Global Corporation (CARR) 0.0 $400k 6.3k 63.40
Mercantile Bank (MBWM) 0.0 $399k 9.2k 43.44
Valero Energy Corporation (VLO) 0.0 $396k 3.0k 132.07
Newmont Mining Corporation (NEM) 0.0 $396k 8.2k 48.28
Danaher Corporation (DHR) 0.0 $395k 1.9k 205.00
Tesla Motors (TSLA) 0.0 $391k 1.5k 259.16
Donaldson Company (DCI) 0.0 $389k 5.8k 67.06
Essex Property Trust (ESS) 0.0 $368k 1.2k 306.57
Comcast Corporation (CMCSA) 0.0 $350k 9.5k 36.90
Corning Incorporated (GLW) 0.0 $348k 7.6k 45.78
Expeditors International of Washington (EXPD) 0.0 $343k 2.9k 120.25
V.F. Corporation (VFC) 0.0 $341k 22k 15.52
Intercontinental Hotels Group (IHG) 0.0 $329k 3.0k 109.59
Becton, Dickinson and (BDX) 0.0 $326k 1.4k 229.06
SPDR S&P World ex-US (SPDW) 0.0 $320k 8.8k 36.41
Steris Plc Ord equities (STE) 0.0 $319k 1.4k 226.65
Flutter Entertainment (FLUT) 0.0 $302k 1.4k 221.55
Pentair cs (PNR) 0.0 $298k 3.4k 87.48
Boston Scientific Corporation (BSX) 0.0 $295k 2.9k 100.88
Shopify Inc cl a (SHOP) 0.0 $295k 3.1k 95.48
Baxter International (BAX) 0.0 $291k 8.5k 34.23
General Mills (GIS) 0.0 $286k 4.8k 59.79
Private Bancorp Of America (PBAM) 0.0 $286k 5.2k 54.91
Stanley Black & Decker (SWK) 0.0 $283k 3.7k 76.88
Kraft Heinz (KHC) 0.0 $274k 9.0k 30.43
GSK (GSK) 0.0 $274k 7.1k 38.74
General Motors Company (GM) 0.0 $270k 5.8k 47.03
Martin Marietta Materials (MLM) 0.0 $268k 560.00 478.13
Garmin (GRMN) 0.0 $263k 1.2k 217.13
iShares S&P SmallCap 600 Index (IJR) 0.0 $261k 2.5k 104.57
Cintas Corporation (CTAS) 0.0 $247k 1.2k 205.53
Charles Schwab Corporation (SCHW) 0.0 $247k 3.1k 78.28
iShares S&P PFD Stock Fund Etf (PFF) 0.0 $238k 7.8k 30.73
iShares Broad USD Inv Grade Etf (USIG) 0.0 $230k 4.5k 51.08
American Electric Power Company (AEP) 0.0 $224k 2.1k 109.27
Phillips 66 (PSX) 0.0 $224k 1.8k 123.48
Unilever (UL) 0.0 $222k 3.7k 59.55
Brown-Forman Corporation (BF.B) 0.0 $221k 6.5k 33.94
SPDR DJ Wilshire Small Cap Value (SLYV) 0.0 $220k 2.8k 78.40
Cameco Corporation (CCJ) 0.0 $215k 5.2k 41.16
Proshares Tr mdcp 400 divid (REGL) 0.0 $214k 2.7k 80.65
iShares Dow Jones Select Dividend (DVY) 0.0 $210k 1.6k 134.29
Zscaler Incorporated (ZS) 0.0 $208k 1.1k 198.42
Constellation Energy (CEG) 0.0 $205k 1.0k 201.63
First Horizon National Corporation (FHN) 0.0 $204k 11k 19.42
Otis Worldwide Corp (OTIS) 0.0 $203k 2.0k 103.20
Delta Air Lines (DAL) 0.0 $201k 4.6k 43.60
Vaneck Vectors Gold Miners mutual (GDX) 0.0 $201k 4.4k 45.97
Esperion Therapeutics (ESPR) 0.0 $32k 22k 1.44
Wallbridge Mining (WLBMF) 0.0 $382.000000 10k 0.04
Invesco Van Kampen Municipal exchange traded 0.0 $0 44k 0.00