Azimuth Capital Investment Management

Azimuth Capital Investment Management as of Sept. 30, 2025

Portfolio Holdings for Azimuth Capital Investment Management

Azimuth Capital Investment Management holds 298 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 4.7 $132M 254k 517.95
NVIDIA Corporation (NVDA) 3.8 $106M 568k 186.58
Apple (AAPL) 3.6 $101M 395k 254.63
Broadcom (AVGO) 3.0 $84M 254k 329.91
Alphabet Inc Class A cs (GOOGL) 2.3 $64M 262k 243.10
Eli Lilly & Co. (LLY) 1.8 $50M 65k 763.00
Wells Fargo & Company (WFC) 1.6 $45M 533k 83.82
Bank of New York Mellon Corporation (BK) 1.6 $44M 401k 108.96
Bank of America Corporation (BAC) 1.5 $41M 803k 51.59
Visa (V) 1.5 $40M 118k 341.38
Oracle Corporation (ORCL) 1.3 $36M 129k 281.24
Stryker Corporation (SYK) 1.3 $35M 94k 369.67
Netflix (NFLX) 1.2 $33M 28k 1198.92
Intercontinental Exchange (ICE) 1.2 $33M 195k 168.48
Facebook Inc cl a (META) 1.2 $33M 45k 734.38
JPMorgan Chase & Co. (JPM) 1.2 $32M 102k 315.43
Monolithic Power Systems (MPWR) 1.1 $31M 34k 920.64
Corteva (CTVA) 1.1 $31M 455k 67.63
Pepsi (PEP) 1.0 $29M 205k 140.44
Boeing Company (BA) 1.0 $28M 128k 215.83
HEICO Corporation (HEI) 1.0 $27M 82k 322.82
Wec Energy Group (WEC) 0.9 $26M 229k 114.59
Amazon (AMZN) 0.9 $26M 117k 219.57
Metropcs Communications (TMUS) 0.9 $25M 105k 239.38
Wal-Mart Stores (WMT) 0.9 $25M 241k 103.06
Abbvie (ABBV) 0.9 $25M 107k 231.54
Exxon Mobil Corporation (XOM) 0.9 $25M 219k 112.75
Costco Wholesale Corporation (COST) 0.8 $23M 25k 925.63
Linde (LIN) 0.8 $23M 49k 475.00
Autodesk (ADSK) 0.8 $23M 71k 317.67
Amphenol Corporation (APH) 0.8 $23M 182k 123.75
International Business Machines (IBM) 0.8 $22M 77k 282.16
Uber Technologies (UBER) 0.8 $22M 219k 97.97
Fastenal Company (FAST) 0.8 $21M 435k 49.04
Axon Enterprise (AXON) 0.8 $21M 30k 717.64
MasterCard Incorporated (MA) 0.7 $21M 37k 568.81
Veeva Sys Inc cl a (VEEV) 0.7 $21M 70k 297.91
IDEXX Laboratories (IDXX) 0.7 $20M 32k 638.89
MSCI Europe Financials Sector Index Fund (EUFN) 0.7 $20M 588k 34.34
Casey's General Stores (CASY) 0.7 $20M 35k 565.32
Servicenow (NOW) 0.7 $20M 22k 920.28
Intuit (INTU) 0.7 $20M 29k 682.91
Workday Inc cl a (WDAY) 0.7 $20M 81k 240.73
Penumbra (PEN) 0.7 $19M 75k 253.32
Advanced Micro Devices (AMD) 0.7 $19M 116k 161.79
Roper Industries (ROP) 0.7 $18M 37k 498.69
Republic Services (RSG) 0.7 $18M 79k 229.48
Msci (MSCI) 0.6 $18M 32k 567.41
Home Depot (HD) 0.6 $18M 44k 405.19
General Dynamics Corporation (GD) 0.6 $18M 51k 341.00
Johnson & Johnson (JNJ) 0.6 $17M 93k 185.42
Taiwan Semiconductor Mfg (TSM) 0.6 $17M 59k 279.29
Airbus Group Nv - Unsp (EADSY) 0.6 $16M 268k 57.99
Chevron Corporation (CVX) 0.6 $16M 100k 155.29
ResMed (RMD) 0.5 $15M 56k 273.73
Intuitive Surgical (ISRG) 0.5 $15M 34k 447.23
Crowdstrike Hldgs Inc cl a (CRWD) 0.5 $15M 30k 490.38
Blackrock (BLK) 0.5 $15M 13k 1165.87
Chubb (CB) 0.5 $14M 51k 282.25
Duke Energy (DUK) 0.5 $14M 117k 123.75
Nintendo (NTDOY) 0.5 $14M 650k 21.68
Palo Alto Networks (PANW) 0.5 $14M 69k 203.62
MercadoLibre (MELI) 0.5 $14M 5.8k 2336.94
Xylem (XYL) 0.5 $14M 92k 147.50
Marvell Technology (MRVL) 0.5 $14M 161k 84.07
iShares MSCI Emerging Markets Indx (EEM) 0.5 $14M 253k 53.40
Citigroup (C) 0.5 $13M 132k 101.50
Vanguard Total Stock Market ETF (VTI) 0.5 $13M 40k 328.17
Yum! Brands (YUM) 0.5 $13M 83k 152.00
Johnson Controls International Plc equity (JCI) 0.4 $12M 113k 109.95
State Street Corporation (STT) 0.4 $12M 107k 116.01
Mtu Aero Engines Hldgs A (MTUAY) 0.4 $12M 53k 229.66
Sherwin-Williams Company (SHW) 0.4 $12M 35k 346.26
PNC Financial Services (PNC) 0.4 $12M 60k 200.93
Asml Holding (ASML) 0.4 $12M 12k 968.09
Mondelez Int (MDLZ) 0.4 $12M 191k 62.47
Walt Disney Company (DIS) 0.4 $12M 103k 114.50
Merck & Co (MRK) 0.4 $12M 138k 83.93
Verizon Communications (VZ) 0.4 $11M 257k 43.95
Principal Financial (PFG) 0.4 $11M 134k 82.91
3M Company (MMM) 0.4 $11M 72k 155.18
Marsh & McLennan Companies (MMC) 0.4 $11M 55k 201.53
Procter & Gamble Company (PG) 0.4 $11M 72k 153.65
Ross Stores (ROST) 0.4 $11M 71k 152.39
Union Pacific Corporation (UNP) 0.4 $11M 45k 236.37
Texas Instruments Incorporated (TXN) 0.4 $11M 57k 183.73
Gilead Sciences (GILD) 0.4 $10M 94k 111.00
Terreno Realty Corporation (TRNO) 0.4 $10M 183k 56.75
Coca-Cola Company (KO) 0.4 $10M 155k 66.32
Cisco Systems (CSCO) 0.4 $10M 150k 68.42
Welltower Inc Com reit (WELL) 0.4 $10M 56k 178.14
Ishares Msci Japan (EWJ) 0.4 $9.9M 124k 80.21
Neurocrine Biosciences (NBIX) 0.4 $9.9M 71k 140.38
Southern Company (SO) 0.4 $9.9M 104k 94.77
Starbucks Corporation (SBUX) 0.3 $9.7M 115k 84.60
Schlumberger (SLB) 0.3 $9.6M 281k 34.37
Wisdomtree Tr intl hedge eqt (HEDJ) 0.3 $9.5M 189k 50.40
salesforce (CRM) 0.3 $9.5M 40k 237.00
Vanguard Total Bond Market ETF Etf (BND) 0.3 $9.3M 125k 74.37
Lonza Group Ag - Un (LZAGY) 0.3 $9.2M 139k 66.26
Fiserv (FI) 0.3 $9.2M 72k 128.93
Emerson Electric (EMR) 0.3 $9.2M 70k 131.18
Pfizer (PFE) 0.3 $9.2M 361k 25.48
UnitedHealth (UNH) 0.3 $9.1M 26k 345.30
Experian (EXPGY) 0.3 $9.1M 181k 50.11
Tyler Technologies (TYL) 0.3 $9.0M 17k 523.16
Automatic Data Processing (ADP) 0.3 $8.9M 31k 293.50
AstraZeneca (AZN) 0.3 $8.9M 116k 76.72
HDFC Bank (HDB) 0.3 $8.9M 260k 34.16
Zoetis Inc Cl A (ZTS) 0.3 $8.7M 59k 146.32
CoStar (CSGP) 0.3 $8.6M 103k 84.37
Corpay (CPAY) 0.3 $8.6M 30k 288.06
Abbott Laboratories (ABT) 0.3 $8.3M 62k 133.94
Raytheon Technologies Corp (RTX) 0.3 $8.1M 49k 167.33
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $8.0M 20k 391.64
Cme (CME) 0.3 $7.9M 29k 270.19
McDonald's Corporation (MCD) 0.3 $7.9M 26k 303.89
Accenture (ACN) 0.3 $7.7M 31k 246.60
Kinder Morgan (KMI) 0.3 $7.6M 270k 28.31
Agilent Technologies Inc C ommon (A) 0.3 $7.3M 57k 128.35
Paychex (PAYX) 0.3 $7.2M 57k 126.76
Iron Mountain (IRM) 0.3 $7.1M 69k 101.94
Atlassian Corporation Cl A (TEAM) 0.3 $7.1M 44k 159.70
Chipotle Mexican Grill (CMG) 0.3 $7.0M 180k 39.19
Berkshire Hathaway (BRK.B) 0.3 $7.0M 14k 502.74
Rockwell Automation (ROK) 0.2 $6.7M 19k 349.53
Medtronic (MDT) 0.2 $6.3M 67k 95.24
Barclays (BCS) 0.2 $6.0M 291k 20.67
iShares S&P SmallCap 600 Growth (IJT) 0.2 $5.9M 42k 141.50
Ecolab (ECL) 0.2 $5.6M 21k 273.86
TJX Companies (TJX) 0.2 $5.6M 38k 144.54
Lockheed Martin Corporation (LMT) 0.2 $5.5M 11k 499.21
Weyerhaeuser Company (WY) 0.2 $5.4M 219k 24.79
Invesco S&p 500 Equal Weight Etf (RSP) 0.2 $5.4M 28k 189.70
Amgen (AMGN) 0.2 $5.3M 19k 282.20
Brookfield Asset Management (BAM) 0.2 $5.2M 92k 56.94
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.2 $5.2M 71k 73.46
AFLAC Incorporated (AFL) 0.2 $5.2M 46k 111.70
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.2 $5.2M 25k 206.91
Techtronic Industries-sp (TTNDY) 0.2 $5.1M 80k 63.98
DBS Group Holdings (DBSDY) 0.2 $5.0M 31k 158.70
At&t (T) 0.2 $5.0M 176k 28.24
Caterpillar (CAT) 0.2 $4.9M 10k 477.15
Bristol Myers Squibb (BMY) 0.2 $4.8M 105k 45.10
Wal-mart de Mexico S A B de C V (WMMVY) 0.2 $4.5M 145k 30.86
Daiichi Sankyo Co - Spons (DSNKY) 0.2 $4.5M 199k 22.45
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.2 $4.5M 62k 71.53
Dsv As (DSDVY) 0.2 $4.2M 43k 99.52
London Stk Exchange (LNSTY) 0.2 $4.2M 148k 28.66
Clorox Company (CLX) 0.2 $4.2M 34k 123.30
Anheuser-Busch InBev NV (BUD) 0.2 $4.2M 70k 59.61
Hershey Company (HSY) 0.2 $4.2M 22k 187.05
iShares MSCI EAFE Index Fund (EFA) 0.1 $4.0M 43k 93.37
Nice Systems (NICE) 0.1 $4.0M 28k 144.78
Alphabet Inc Class C cs (GOOG) 0.1 $4.0M 16k 243.55
iShares S&P SmallCap 600 Value Idx (IJS) 0.1 $3.8M 35k 110.59
Colgate-Palmolive Company (CL) 0.1 $3.8M 48k 79.94
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.1 $3.8M 41k 91.84
Kimberly-Clark Corporation (KMB) 0.1 $3.6M 29k 124.34
Public Storage (PSA) 0.1 $3.5M 12k 288.85
iShares Russell 1000 Growth Index (IWF) 0.1 $3.4M 7.3k 468.41
American Express Company (AXP) 0.1 $3.4M 10k 332.16
Air Products & Chemicals (APD) 0.1 $3.4M 12k 272.72
iShares Russell 1000 Value Index (IWD) 0.1 $3.3M 16k 203.59
Realty Income (O) 0.1 $3.3M 54k 60.79
Viper Energy Inc Cl A (VNOM) 0.1 $3.3M 86k 38.22
Dominion Resources (D) 0.1 $3.2M 52k 61.17
Best Buy (BBY) 0.1 $3.1M 41k 75.62
Canadian Natl Ry (CNI) 0.1 $3.0M 32k 94.30
Nordson Corporation (NDSN) 0.1 $2.7M 12k 226.95
Gentex Corporation (GNTX) 0.1 $2.6M 91k 28.30
Travelers Companies (TRV) 0.1 $2.6M 9.2k 279.22
Honeywell International (HON) 0.1 $2.5M 12k 210.50
Intel Corporation (INTC) 0.1 $2.4M 72k 33.55
Target Corporation (TGT) 0.1 $2.3M 26k 89.70
Pinnacle West Capital Corporation (PNW) 0.1 $2.2M 25k 89.66
General Electric (GE) 0.1 $2.2M 7.1k 300.82
BP (BP) 0.1 $2.1M 62k 34.46
iShares S&P MidCap 400 Index (IJH) 0.1 $2.0M 31k 65.26
Nextera Energy (NEE) 0.1 $2.0M 26k 75.49
iShares Gold Trust (IAU) 0.1 $2.0M 27k 72.77
Applied Materials (AMAT) 0.1 $1.8M 9.0k 204.74
Comerica Incorporated (CMA) 0.1 $1.8M 26k 68.52
Ford Motor Company (F) 0.1 $1.8M 147k 11.96
Deere & Company (DE) 0.1 $1.7M 3.7k 457.26
Qualcomm (QCOM) 0.1 $1.7M 10k 166.36
Palantir Technologies (PLTR) 0.1 $1.6M 8.9k 182.42
Thermo Fisher Scientific (TMO) 0.1 $1.6M 3.3k 485.02
Cardinal Health (CAH) 0.1 $1.6M 10k 156.96
Motorola Solutions (MSI) 0.1 $1.5M 3.4k 457.29
Berkshire Hathaway (BRK.A) 0.1 $1.5M 2.00 754200.00
Blackstone Group Inc Com Cl A (BX) 0.0 $1.4M 8.0k 170.85
ConocoPhillips (COP) 0.0 $1.2M 13k 94.59
iShares Russell 2000 Index (IWM) 0.0 $1.2M 5.1k 241.96
Ge Vernova (GEV) 0.0 $1.2M 2.0k 614.90
Airbnb (ABNB) 0.0 $1.2M 9.9k 121.42
SYSCO Corporation (SYY) 0.0 $1.2M 15k 82.34
Goldman Sachs (GS) 0.0 $1.2M 1.5k 796.35
iShares S&P 500 Growth Index (IVW) 0.0 $1.2M 9.7k 120.72
DTE Energy Company (DTE) 0.0 $1.2M 8.3k 141.43
iShares S&P 500 Value Index (IVE) 0.0 $1.1M 5.5k 206.51
Lowe's Companies (LOW) 0.0 $1.1M 4.4k 251.31
SPDR Gold Trust (GLD) 0.0 $1.1M 3.0k 355.47
iShares Intermediate Gov/Credi Etf (GVI) 0.0 $1.0M 9.8k 107.44
Progressive Corporation (PGR) 0.0 $1.0M 4.2k 246.95
Vanguard S&p 500 Etf idx (VOO) 0.0 $975k 1.6k 612.28
Eaton (ETN) 0.0 $970k 2.6k 374.25
Illinois Tool Works (ITW) 0.0 $968k 3.7k 260.76
iShares Russell 1000 Index (IWB) 0.0 $934k 2.6k 365.48
iShares S&P SmallCap 600 Index (IJR) 0.0 $926k 7.8k 118.83
Allstate Corporation (ALL) 0.0 $923k 4.3k 214.65
W.W. Grainger (GWW) 0.0 $839k 880.00 952.96
Adobe Systems Incorporated (ADBE) 0.0 $784k 2.2k 352.75
Huntington Bancshares Incorporated (HBAN) 0.0 $727k 42k 17.27
Analog Devices (ADI) 0.0 $724k 2.9k 245.70
Toro Company (TTC) 0.0 $719k 9.4k 76.20
RPM International (RPM) 0.0 $713k 6.1k 117.88
CMS Energy Corporation (CMS) 0.0 $705k 9.6k 73.26
Marathon Petroleum Corp (MPC) 0.0 $687k 3.6k 192.74
Dupont De Nemours (DD) 0.0 $679k 8.7k 77.90
Cincinnati Financial Corporation (CINF) 0.0 $676k 4.3k 158.10
Newmont Mining Corporation (NEM) 0.0 $675k 8.0k 84.31
Tesla Motors (TSLA) 0.0 $672k 1.5k 444.72
Altria (MO) 0.0 $667k 10k 66.06
Corning Incorporated (GLW) 0.0 $664k 8.1k 82.03
Philip Morris International (PM) 0.0 $661k 4.1k 162.20
Spdr S&p 500 Etf (SPY) 0.0 $660k 990.00 666.18
PPG Industries (PPG) 0.0 $647k 6.2k 105.11
Globus Med Inc cl a (GMED) 0.0 $641k 11k 57.27
iShares S&P 500 Index (IVV) 0.0 $635k 948.00 669.30
Parker-Hannifin Corporation (PH) 0.0 $629k 830.00 758.15
FedEx Corporation (FDX) 0.0 $629k 2.7k 235.81
Enbridge (ENB) 0.0 $629k 13k 50.47
Paypal Holdings (PYPL) 0.0 $591k 8.8k 67.06
iShares 1-3 Year Treasury Bond Etf (SHY) 0.0 $581k 7.0k 82.96
Dt Midstream (DTM) 0.0 $549k 4.9k 113.06
Snap-on Incorporated (SNA) 0.0 $542k 1.6k 346.53
Fortinet (FTNT) 0.0 $539k 6.4k 84.08
Shopify Inc cl a (SHOP) 0.0 $526k 3.5k 148.61
Exelon Corporation (EXC) 0.0 $524k 12k 45.01
Valero Energy Corporation (VLO) 0.0 $511k 3.0k 170.26
Ingredion Incorporated (INGR) 0.0 $508k 4.2k 122.11
Neogen Corporation (NEOG) 0.0 $495k 87k 5.71
Genuine Parts Company (GPC) 0.0 $484k 3.5k 138.60
Donaldson Company (DCI) 0.0 $475k 5.8k 81.85
Cameco Corporation (CCJ) 0.0 $470k 5.6k 83.86
Avery Dennison Corporation (AVY) 0.0 $464k 2.9k 162.17
McCormick & Company, Incorporated (MKC) 0.0 $444k 6.6k 66.91
Proshares Tr S&p 500 Aristo (NOBL) 0.0 $437k 4.2k 103.07
Mercantile Bank (MBWM) 0.0 $414k 9.2k 45.00
S&p Global (SPGI) 0.0 $409k 840.00 486.71
Consolidated Edison (ED) 0.0 $407k 4.1k 100.52
Waste Management (WM) 0.0 $398k 1.8k 220.83
Pentair cs (PNR) 0.0 $377k 3.4k 110.76
Expeditors International of Washington (EXPD) 0.0 $374k 3.1k 122.59
SPDR S&P World ex-US (SPDW) 0.0 $372k 8.7k 42.79
Carrier Global Corporation (CARR) 0.0 $366k 6.1k 59.70
Intercontinental Hotels Group (IHG) 0.0 $364k 3.0k 121.26
United Parcel Service (UPS) 0.0 $355k 4.3k 83.53
Steris Plc Ord equities (STE) 0.0 $348k 1.4k 247.44
Flutter Entertainment (FLUT) 0.0 $346k 1.4k 254.00
Vaneck Vectors Gold Miners mutual (GDX) 0.0 $345k 4.5k 76.40
Essex Property Trust (ESS) 0.0 $321k 1.2k 267.66
Zscaler Incorporated (ZS) 0.0 $315k 1.1k 299.66
Constellation Energy (CEG) 0.0 $311k 946.00 329.07
Vanguard Intermediate-Term Cor Etf (VCIT) 0.0 $307k 3.7k 84.11
Private Bancorp Of America (PBAM) 0.0 $307k 5.2k 59.05
Danaher Corporation (DHR) 0.0 $306k 1.5k 198.26
Charles Schwab Corporation (SCHW) 0.0 $301k 3.1k 95.47
Garmin (GRMN) 0.0 $294k 1.2k 246.22
First Horizon National Corporation (FHN) 0.0 $293k 13k 22.61
iShares Broad USD Inv Grade Etf (USIG) 0.0 $259k 5.0k 52.22
Delta Air Lines (DAL) 0.0 $257k 4.5k 56.75
Boston Scientific Corporation (BSX) 0.0 $249k 2.6k 97.63
SPDR DJ Wilshire Small Cap Value (SLYV) 0.0 $248k 2.8k 88.65
General Mills (GIS) 0.0 $243k 4.8k 50.42
Bank Ozk (OZK) 0.0 $240k 4.7k 50.98
General Motors Company (GM) 0.0 $239k 3.9k 60.97
Evercore Partners (EVR) 0.0 $236k 700.00 337.32
American Electric Power Company (AEP) 0.0 $231k 2.1k 112.50
Novo Nordisk A/S (NVO) 0.0 $230k 4.2k 55.49
HEICO Corporation (HEI.A) 0.0 $229k 900.00 254.09
Proshares Tr mdcp 400 divid (REGL) 0.0 $226k 2.7k 85.34
Comcast Corporation (CMCSA) 0.0 $226k 7.2k 31.42
Eversource Energy (ES) 0.0 $225k 3.2k 71.14
iShares Dow Jones Select Dividend (DVY) 0.0 $223k 1.6k 142.10
Unilever (UL) 0.0 $221k 3.7k 59.28
Atmos Energy Corporation (ATO) 0.0 $218k 1.3k 170.75
SPDR Bloomberg High Yield Bond Etf (JNK) 0.0 $213k 2.2k 97.99
CVS Caremark Corporation (CVS) 0.0 $211k 2.8k 75.39
Stanley Black & Decker (SWK) 0.0 $206k 2.8k 74.33
Valley National Ban (VLY) 0.0 $206k 20k 10.60
Vanguard Mid-Cap ETF (VO) 0.0 $206k 700.00 293.74
Cintas Corporation (CTAS) 0.0 $205k 1.0k 205.26
Dow (DOW) 0.0 $204k 8.9k 22.93
Esperion Therapeutics (ESPR) 0.0 $58k 22k 2.65
Wallbridge Mining (WLBMF) 0.0 $862.000000 10k 0.09
Invesco Van Kampen Municipal exchange traded 0.0 $0 44k 0.00