Azimuth Capital Investment Management

Azimuth Capital Investment Management as of Dec. 31, 2025

Portfolio Holdings for Azimuth Capital Investment Management

Azimuth Capital Investment Management holds 307 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 4.4 $124M 256k 483.62
Apple (AAPL) 4.1 $113M 416k 271.86
NVIDIA Corporation (NVDA) 3.8 $107M 575k 186.50
Broadcom (AVGO) 3.1 $87M 250k 346.10
Alphabet Inc Class A cs (GOOGL) 2.9 $80M 257k 313.00
Eli Lilly & Co. (LLY) 2.5 $69M 64k 1074.68
Wells Fargo & Company (WFC) 1.7 $49M 523k 93.20
Bank of America Corporation (BAC) 1.6 $44M 802k 55.00
Bank of New York Mellon Corporation (BK) 1.5 $43M 371k 116.09
Visa (V) 1.5 $41M 117k 350.71
Monolithic Power Systems (MPWR) 1.2 $33M 36k 906.36
JPMorgan Chase & Co. (JPM) 1.1 $32M 99k 322.22
Amazon (AMZN) 1.1 $32M 137k 230.82
Pepsi (PEP) 1.0 $29M 202k 143.52
Advanced Micro Devices (AMD) 1.0 $28M 131k 214.16
Boeing Company (BA) 1.0 $28M 128k 217.12
Hershey Company (HSY) 1.0 $27M 147k 181.98
Exxon Mobil Corporation (XOM) 0.9 $26M 219k 120.34
HEICO Corporation (HEI) 0.9 $26M 81k 323.59
Facebook Inc cl a (META) 0.9 $26M 40k 660.08
Wal-Mart Stores (WMT) 0.9 $26M 231k 111.41
Abbvie (ABBV) 0.9 $24M 107k 228.49
Amphenol Corporation (APH) 0.9 $24M 177k 135.14
Wec Energy Group (WEC) 0.9 $24M 226k 105.46
Corteva (CTVA) 0.9 $24M 355k 67.03
Oracle Corporation (ORCL) 0.8 $23M 119k 194.91
MSCI Europe Financials Sector Index Fund (EUFN) 0.8 $22M 592k 37.09
IDEXX Laboratories (IDXX) 0.8 $22M 32k 676.53
International Business Machines (IBM) 0.8 $21M 71k 296.21
Costco Wholesale Corporation (COST) 0.8 $21M 24k 862.34
MasterCard Incorporated (MA) 0.7 $21M 36k 570.88
Autodesk (ADSK) 0.7 $21M 69k 296.01
Penumbra (PEN) 0.7 $20M 66k 310.91
Xcel Energy (XEL) 0.7 $20M 270k 73.86
Stryker Corporation (SYK) 0.7 $19M 55k 351.47
Casey's General Stores (CASY) 0.7 $19M 35k 552.71
Johnson & Johnson (JNJ) 0.7 $19M 91k 206.95
Intuitive Surgical (ISRG) 0.6 $18M 32k 566.36
Taiwan Semiconductor Mfg (TSM) 0.6 $18M 58k 303.89
WESCO International (WCC) 0.6 $18M 72k 244.64
Fastenal Company (FAST) 0.6 $18M 437k 40.13
Neurocrine Biosciences (NBIX) 0.6 $17M 122k 141.83
General Dynamics Corporation (GD) 0.6 $17M 51k 336.66
iShares MSCI Emerging Markets Indx (EEM) 0.6 $17M 313k 54.71
Marvell Technology (MRVL) 0.6 $16M 193k 84.98
Workday Inc cl a (WDAY) 0.6 $16M 76k 214.78
Republic Services (RSG) 0.6 $16M 75k 211.93
Chevron Corporation (CVX) 0.6 $16M 104k 152.41
Chubb (CB) 0.6 $16M 51k 312.12
Servicenow (NOW) 0.6 $16M 103k 153.19
Airbus Group Nv - Unsp (EADSY) 0.6 $16M 269k 58.25
Citigroup (C) 0.6 $16M 134k 116.69
Veeva Sys Inc cl a (VEEV) 0.6 $15M 69k 223.23
Home Depot (HD) 0.5 $15M 44k 344.10
Intuit (INTU) 0.5 $15M 22k 662.42
Axon Enterprise (AXON) 0.5 $15M 26k 567.93
Johnson Controls International Plc equity (JCI) 0.5 $15M 121k 119.75
Merck & Co (MRK) 0.5 $14M 136k 105.26
Crowdstrike Hldgs Inc cl a (CRWD) 0.5 $14M 30k 468.76
Vanguard Total Stock Market ETF (VTI) 0.5 $14M 42k 335.27
Blackrock (BLK) 0.5 $14M 13k 1070.34
Duke Energy (DUK) 0.5 $14M 116k 117.21
ResMed (RMD) 0.5 $13M 56k 240.87
Cummins (CMI) 0.5 $13M 26k 510.45
Intercontinental Exchange (ICE) 0.5 $13M 81k 161.96
PNC Financial Services (PNC) 0.5 $13M 62k 208.73
State Street Corporation (STT) 0.5 $13M 99k 129.01
Gildan Activewear Inc Com Cad (GIL) 0.5 $13M 203k 62.46
Xylem (XYL) 0.5 $13M 93k 136.18
Yum! Brands (YUM) 0.5 $13M 83k 151.28
Ross Stores (ROST) 0.4 $12M 69k 180.14
Linde (LIN) 0.4 $12M 29k 426.39
Palo Alto Networks (PANW) 0.4 $12M 67k 184.20
Principal Financial (PFG) 0.4 $12M 138k 88.21
Metropcs Communications (TMUS) 0.4 $12M 59k 203.04
Msci (MSCI) 0.4 $12M 21k 573.73
Walt Disney Company (DIS) 0.4 $12M 103k 113.77
Gilead Sciences (GILD) 0.4 $12M 95k 122.74
Uber Technologies (UBER) 0.4 $12M 142k 81.71
Dsv As (DSDVY) 0.4 $12M 90k 126.97
Cisco Systems (CSCO) 0.4 $12M 149k 77.03
3M Company (MMM) 0.4 $11M 71k 160.10
Schlumberger (SLB) 0.4 $11M 290k 38.38
Sherwin-Williams Company (SHW) 0.4 $11M 34k 324.03
Coca-Cola Company (KO) 0.4 $11M 156k 69.91
Nintendo (NTDOY) 0.4 $11M 640k 16.90
Netflix (NFLX) 0.4 $11M 115k 93.76
Astrazeneca Plc Ord (AZN) 0.4 $11M 117k 91.93
Mtu Aero Engines Hldgs A (MTUAY) 0.4 $11M 51k 208.64
Asml Holding (ASML) 0.4 $11M 9.9k 1069.86
Vanguard Total Bond Market ETF Etf (BND) 0.4 $10M 138k 74.07
Wisdomtree Tr intl hedge eqt (HEDJ) 0.4 $10M 192k 53.06
Procter & Gamble Company (PG) 0.4 $10M 71k 143.31
Union Pacific Corporation (UNP) 0.4 $10M 44k 231.32
Terreno Realty Corporation (TRNO) 0.4 $10M 173k 58.71
Texas Instruments Incorporated (TXN) 0.4 $10M 58k 173.49
Ishares Msci Japan (EWJ) 0.4 $10M 125k 80.74
salesforce (CRM) 0.4 $10M 38k 264.91
Mondelez Int (MDLZ) 0.4 $10M 186k 53.83
Nokia Corporation (NOK) 0.4 $9.8M 1.5M 6.47
Edwards Lifesciences (EW) 0.4 $9.8M 115k 85.25
Starbucks Corporation (SBUX) 0.3 $9.7M 115k 84.21
Marsh & McLennan Companies 0.3 $9.7M 52k 185.52
HDFC Bank (HDB) 0.3 $9.7M 264k 36.54
Pfizer (PFE) 0.3 $9.5M 381k 24.90
Atlassian Corporation Cl A (TEAM) 0.3 $9.5M 59k 162.14
Southern Company (SO) 0.3 $9.2M 106k 87.20
Lonza Group Ag - Un (LZAGY) 0.3 $9.2M 135k 67.88
Emerson Electric (EMR) 0.3 $9.1M 68k 132.72
Corpay (CPAY) 0.3 $8.7M 29k 300.93
UnitedHealth (UNH) 0.3 $8.6M 26k 330.11
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $8.5M 19k 453.36
Experian (EXPGY) 0.3 $8.3M 183k 45.23
Accenture (ACN) 0.3 $8.2M 30k 268.30
Raytheon Technologies Corp (RTX) 0.3 $8.2M 45k 183.40
Verizon Communications (VZ) 0.3 $8.1M 200k 40.73
Cme (CME) 0.3 $8.1M 30k 273.08
Welltower Inc Com reit (WELL) 0.3 $7.9M 43k 185.61
Agilent Technologies Inc C ommon (A) 0.3 $7.9M 58k 136.07
Automatic Data Processing (ADP) 0.3 $7.8M 30k 257.23
Abbott Laboratories (ABT) 0.3 $7.6M 60k 125.29
Barclays (BCS) 0.3 $7.5M 295k 25.45
McDonald's Corporation (MCD) 0.3 $7.5M 25k 305.63
Rockwell Automation (ROK) 0.3 $7.2M 18k 389.07
Tyler Technologies (TYL) 0.3 $7.0M 15k 453.95
Spire (SR) 0.2 $6.9M 84k 82.70
Berkshire Hathaway (BRK.B) 0.2 $6.9M 14k 502.65
Zoetis Inc Cl A (ZTS) 0.2 $6.8M 54k 125.82
Medtronic (MDT) 0.2 $6.5M 68k 96.06
Bristol Myers Squibb (BMY) 0.2 $6.4M 118k 53.94
CoStar (CSGP) 0.2 $6.3M 94k 67.24
Best Buy (BBY) 0.2 $6.2M 93k 66.93
Iron Mountain (IRM) 0.2 $6.0M 72k 82.95
Amgen (AMGN) 0.2 $5.9M 18k 327.31
Caterpillar (CAT) 0.2 $5.9M 10k 572.87
Invesco S&p 500 Equal Weight Etf (RSP) 0.2 $5.8M 30k 191.56
iShares S&P SmallCap 600 Growth (IJT) 0.2 $5.8M 41k 141.16
TJX Companies (TJX) 0.2 $5.7M 37k 153.61
Lockheed Martin Corporation (LMT) 0.2 $5.6M 12k 483.67
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.2 $5.4M 71k 75.44
DBS Group Holdings (DBSDY) 0.2 $5.4M 31k 175.30
Weyerhaeuser Company (WY) 0.2 $5.3M 226k 23.69
Ecolab (ECL) 0.2 $5.3M 20k 262.52
AFLAC Incorporated (AFL) 0.2 $5.1M 46k 110.27
Alphabet Inc Class C cs (GOOG) 0.2 $5.1M 16k 313.80
MercadoLibre (MELI) 0.2 $5.1M 2.5k 2014.26
Kinder Morgan (KMI) 0.2 $5.0M 182k 27.49
Brookfield Asset Management (BAM) 0.2 $4.9M 93k 52.39
Anheuser-Busch InBev NV (BUD) 0.2 $4.7M 73k 64.04
Techtronic Industries-sp (TTNDY) 0.2 $4.6M 81k 57.75
Wal-mart de Mexico S A B de C V (WMMVY) 0.2 $4.5M 146k 31.15
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.2 $4.5M 62k 73.48
Paychex (PAYX) 0.2 $4.5M 40k 112.18
Dominion Resources (D) 0.2 $4.4M 75k 58.59
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.2 $4.4M 24k 185.56
At&t (T) 0.2 $4.4M 175k 24.84
London Stk Exchange Group (LSEGY) 0.2 $4.3M 142k 30.10
Clorox Company (CLX) 0.1 $4.1M 41k 100.83
Vanguard S&p 500 Etf idx (VOO) 0.1 $4.1M 6.6k 627.10
CVS Caremark Corporation (CVS) 0.1 $4.1M 51k 79.36
iShares MSCI EAFE Index Fund (EFA) 0.1 $4.1M 42k 96.03
Daiichi Sankyo Co - Spons (DSNKY) 0.1 $4.0M 187k 21.36
iShares S&P SmallCap 600 Value Idx (IJS) 0.1 $3.9M 35k 113.72
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.1 $3.7M 38k 99.39
Colgate-Palmolive Company (CL) 0.1 $3.7M 47k 79.02
American Express Company (AXP) 0.1 $3.6M 9.6k 369.95
Viper Energy Inc Cl A (VNOM) 0.1 $3.5M 90k 38.63
iShares Russell 1000 Value Index (IWD) 0.1 $3.3M 16k 210.34
iShares Russell 1000 Growth Index (IWF) 0.1 $3.3M 7.0k 473.30
Realty Income (O) 0.1 $3.3M 58k 56.37
Canadian Natl Ry (CNI) 0.1 $3.2M 33k 98.85
Air Products & Chemicals (APD) 0.1 $3.1M 13k 247.02
Public Storage (PSA) 0.1 $3.1M 12k 259.50
Nordson Corporation (NDSN) 0.1 $2.9M 12k 240.43
Intel Corporation (INTC) 0.1 $2.6M 71k 36.90
Target Corporation (TGT) 0.1 $2.5M 26k 97.75
Travelers Companies (TRV) 0.1 $2.5M 8.5k 290.06
Gentex Corporation (GNTX) 0.1 $2.3M 98k 23.27
Honeywell International (HON) 0.1 $2.3M 12k 195.09
iShares Gold Trust (IAU) 0.1 $2.2M 28k 81.17
General Electric (GE) 0.1 $2.2M 7.2k 308.03
Pinnacle West Capital Corporation (PNW) 0.1 $2.2M 25k 88.70
BP (BP) 0.1 $2.2M 62k 34.73
Applied Materials (AMAT) 0.1 $2.1M 8.3k 256.99
iShares S&P MidCap 400 Index (IJH) 0.1 $2.1M 31k 66.00
Nextera Energy (NEE) 0.1 $2.0M 25k 80.28
Cardinal Health (CAH) 0.1 $1.9M 9.4k 205.50
Ford Motor Company (F) 0.1 $1.9M 146k 13.12
Thermo Fisher Scientific (TMO) 0.1 $1.9M 3.3k 579.45
Kimberly-Clark Corporation (KMB) 0.1 $1.7M 17k 100.89
Comerica Incorporated 0.1 $1.7M 20k 86.93
Deere & Company (DE) 0.1 $1.7M 3.6k 465.57
Qualcomm (QCOM) 0.1 $1.7M 9.7k 171.05
Palantir Technologies (PLTR) 0.1 $1.6M 9.0k 177.75
Berkshire Hathaway (BRK.A) 0.1 $1.5M 2.00 754800.00
iShares S&P SmallCap 600 Index (IJR) 0.1 $1.4M 12k 120.18
Airbnb (ABNB) 0.0 $1.3M 9.9k 135.72
Goldman Sachs (GS) 0.0 $1.3M 1.5k 879.00
Ge Vernova (GEV) 0.0 $1.3M 2.0k 653.57
Motorola Solutions (MSI) 0.0 $1.3M 3.4k 383.32
ConocoPhillips (COP) 0.0 $1.2M 13k 93.61
Blackstone Group Inc Com Cl A (BX) 0.0 $1.2M 8.0k 154.14
SPDR Gold Trust (GLD) 0.0 $1.2M 3.0k 396.31
iShares Russell 2000 Index (IWM) 0.0 $1.2M 4.8k 246.16
iShares S&P 500 Growth Index (IVW) 0.0 $1.1M 9.3k 123.26
iShares S&P 500 Value Index (IVE) 0.0 $1.1M 5.3k 212.07
iShares Intermediate Gov/Credi Etf (GVI) 0.0 $1.1M 10k 107.35
DTE Energy Company (DTE) 0.0 $1.1M 8.2k 128.98
Lowe's Companies (LOW) 0.0 $1.1M 4.4k 241.16
SYSCO Corporation (SYY) 0.0 $991k 14k 73.69
Progressive Corporation (PGR) 0.0 $943k 4.1k 227.72
W.W. Grainger (GWW) 0.0 $913k 905.00 1009.05
iShares Russell 1000 Index (IWB) 0.0 $911k 2.4k 373.44
Illinois Tool Works (ITW) 0.0 $904k 3.7k 246.30
Allstate Corporation (ALL) 0.0 $853k 4.1k 208.15
Globus Med Inc cl a (GMED) 0.0 $843k 9.7k 87.31
Eaton (ETN) 0.0 $825k 2.6k 318.51
FedEx Corporation (FDX) 0.0 $803k 2.8k 288.86
Newmont Mining Corporation (NEM) 0.0 $799k 8.0k 99.85
Analog Devices (ADI) 0.0 $772k 2.8k 271.20
Adobe Systems Incorporated (ADBE) 0.0 $771k 2.2k 349.99
Huntington Bancshares Incorporated (HBAN) 0.0 $730k 42k 17.35
Corning Incorporated (GLW) 0.0 $709k 8.1k 87.56
RPM International (RPM) 0.0 $697k 6.7k 104.00
Cincinnati Financial Corporation (CINF) 0.0 $694k 4.2k 163.32
Spdr S&p 500 Etf (SPY) 0.0 $670k 982.00 681.92
Parker-Hannifin Corporation (PH) 0.0 $664k 755.00 878.96
Philip Morris International (PM) 0.0 $638k 4.0k 160.40
iShares 1-3 Year Treasury Bond Etf (SHY) 0.0 $612k 7.4k 82.82
iShares S&P 500 Index (IVV) 0.0 $612k 893.00 684.94
Enbridge (ENB) 0.0 $597k 13k 47.92
Shopify Inc cl a (SHOP) 0.0 $593k 3.7k 160.97
Altria (MO) 0.0 $585k 10k 57.66
Dt Midstream (DTM) 0.0 $574k 4.8k 119.68
Toro Company (TTC) 0.0 $544k 6.9k 78.72
Snap-on Incorporated (SNA) 0.0 $542k 1.6k 344.60
Neogen Corporation (NEOG) 0.0 $537k 77k 6.99
Marathon Petroleum Corp (MPC) 0.0 $531k 3.3k 162.63
Paypal Holdings (PYPL) 0.0 $519k 8.9k 58.38
Exelon Corporation (EXC) 0.0 $519k 12k 43.59
PPG Industries (PPG) 0.0 $518k 5.1k 102.46
Cameco Corporation (CCJ) 0.0 $518k 5.7k 91.49
Avery Dennison Corporation (AVY) 0.0 $497k 2.7k 181.88
Fortinet (FTNT) 0.0 $495k 6.2k 79.41
CMS Energy Corporation (CMS) 0.0 $490k 7.0k 69.93
Valero Energy Corporation (VLO) 0.0 $488k 3.0k 162.79
Donaldson Company (DCI) 0.0 $479k 5.4k 88.66
McCormick & Company, Incorporated (MKC) 0.0 $478k 7.0k 68.11
Roper Industries (ROP) 0.0 $460k 1.0k 445.13
Expeditors International of Washington (EXPD) 0.0 $455k 3.1k 149.01
Waste Management (WM) 0.0 $448k 2.0k 219.71
Mercantile Bank (MBWM) 0.0 $442k 9.2k 48.10
S&p Global (SPGI) 0.0 $439k 840.00 522.59
United Parcel Service (UPS) 0.0 $436k 4.4k 99.19
Proshares Tr S&p 500 Aristo (NOBL) 0.0 $433k 4.2k 104.07
Intercontinental Hotels Group (IHG) 0.0 $423k 3.0k 140.83
Genuine Parts Company (GPC) 0.0 $392k 3.2k 122.96
SPDR S&P World ex-US (SPDW) 0.0 $386k 8.7k 44.41
Consolidated Edison (ED) 0.0 $382k 3.9k 99.32
Tesla Motors (TSLA) 0.0 $376k 837.00 449.72
First Horizon National Corporation (FHN) 0.0 $363k 15k 23.90
Steris Plc Ord equities (STE) 0.0 $357k 1.4k 253.52
Vaneck Vectors Gold Miners mutual (GDX) 0.0 $354k 4.1k 85.77
Pentair cs (PNR) 0.0 $354k 3.4k 104.14
Danaher Corporation (DHR) 0.0 $350k 1.5k 228.92
Constellation Energy (CEG) 0.0 $329k 931.00 353.27
Carrier Global Corporation (CARR) 0.0 $324k 6.1k 52.84
Qnity Electronics (Q) 0.0 $322k 3.9k 81.66
General Motors Company (GM) 0.0 $315k 3.9k 81.32
Charles Schwab Corporation (SCHW) 0.0 $315k 3.1k 99.91
Delta Air Lines (DAL) 0.0 $314k 4.5k 69.40
Essex Property Trust (ESS) 0.0 $314k 1.2k 261.68
Vanguard Intermediate-Term Cor Etf (VCIT) 0.0 $306k 3.7k 83.75
J.M. Smucker Company (SJM) 0.0 $303k 3.1k 97.81
Private Bancorp Of America (PBAM) 0.0 $299k 5.2k 57.53
Flutter Entertainment (FLUT) 0.0 $293k 1.4k 215.04
Dupont De Nemours (DD) 0.0 $293k 7.3k 40.20
Zscaler Incorporated (ZS) 0.0 $281k 1.3k 224.92
Evercore Partners (EVR) 0.0 $272k 800.00 340.25
iShares Broad USD Inv Grade Etf (USIG) 0.0 $267k 5.2k 51.77
SPDR DJ Wilshire Small Cap Value (SLYV) 0.0 $255k 2.8k 90.97
Eversource Energy (ES) 0.0 $246k 3.7k 67.33
Boston Scientific Corporation (BSX) 0.0 $243k 2.6k 95.35
Garmin (GRMN) 0.0 $242k 1.2k 202.85
Comcast Corporation (CMCSA) 0.0 $241k 8.1k 29.89
Bank Ozk (OZK) 0.0 $239k 5.2k 46.02
Atmos Energy Corporation (ATO) 0.0 $239k 1.4k 167.63
Kraft Heinz (KHC) 0.0 $237k 9.8k 24.25
American Electric Power Company (AEP) 0.0 $236k 2.1k 115.31
Astera Labs (ALAB) 0.0 $233k 1.4k 166.36
Dow (DOW) 0.0 $229k 9.8k 23.38
HEICO Corporation (HEI.A) 0.0 $227k 900.00 252.43
Valley National Ban (VLY) 0.0 $227k 20k 11.68
Proshares Tr mdcp 400 divid (REGL) 0.0 $223k 2.7k 84.22
iShares Dow Jones Select Dividend (DVY) 0.0 $221k 1.6k 141.14
Novartis (NVS) 0.0 $220k 1.6k 137.87
SPDR S&P Semiconductor (XSD) 0.0 $219k 680.00 321.60
Unilever (UL) 0.0 $217k 3.3k 65.40
Nike (NKE) 0.0 $213k 3.4k 63.71
SPDR Bloomberg High Yield Bond Etf (JNK) 0.0 $212k 2.2k 97.21
Calamos Strategic Total Return Fund (CSQ) 0.0 $209k 11k 19.20
Vanguard Mid-Cap ETF (VO) 0.0 $208k 715.00 290.22
General Mills (GIS) 0.0 $200k 4.3k 46.50
Ingredion Incorporated (INGR) 0.0 $200k 1.8k 110.26
Esperion Therapeutics (ESPR) 0.0 $81k 22k 3.70
Wallbridge Mining (WLBMF) 0.0 $656.000000 10k 0.07
Invesco Van Kampen Municipal exchange traded 0.0 $0 44k 0.00