Azimuth Capital Investment Management

Azimuth Capital Investment Management as of March 31, 2026

Portfolio Holdings for Azimuth Capital Investment Management

Azimuth Capital Investment Management holds 300 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.3 $115M 455k 253.79
NVIDIA Corporation (NVDA) 3.8 $102M 584k 174.40
Microsoft Corporation (MSFT) 3.4 $90M 243k 370.17
Broadcom (AVGO) 2.9 $78M 252k 309.51
Alphabet Inc Class A cs (GOOGL) 2.7 $72M 249k 287.56
Eli Lilly & Co. (LLY) 2.3 $61M 67k 919.77
Pepsi (PEP) 1.6 $43M 275k 155.29
Monolithic Power Systems (MPWR) 1.5 $39M 36k 1093.35
Hershey Company (HSY) 1.4 $37M 180k 207.89
Exxon Mobil Corporation (XOM) 1.3 $36M 211k 169.66
Chevron Corporation (CVX) 1.2 $31M 150k 206.90
Bank of America Corporation (BAC) 1.1 $29M 599k 48.75
JPMorgan Chase & Co. (JPM) 1.1 $29M 97k 294.16
Wells Fargo & Company (WFC) 1.0 $28M 346k 79.61
Schlumberger (SLB) 1.0 $27M 532k 51.39
Advanced Micro Devices (AMD) 1.0 $27M 132k 203.43
Wal-Mart Stores (WMT) 1.0 $27M 216k 124.28
Wec Energy Group (WEC) 1.0 $26M 226k 115.77
Bank of New York Mellon Corporation (BK) 1.0 $26M 219k 118.63
Boeing Company (BA) 1.0 $26M 129k 199.03
Visa (V) 0.9 $24M 81k 302.24
Marvell Technology (MRVL) 0.9 $23M 233k 99.05
Costco Wholesale Corporation (COST) 0.9 $23M 23k 996.43
Facebook Inc cl a (META) 0.8 $23M 39k 572.12
Yum! Brands (YUM) 0.8 $22M 144k 155.48
Abbvie (ABBV) 0.8 $22M 102k 217.49
Amazon (AMZN) 0.8 $22M 106k 208.27
Johnson & Johnson (JNJ) 0.8 $22M 88k 244.44
MSCI Europe Financials Sector Index Fund (EUFN) 0.8 $21M 598k 34.85
Xcel Energy (XEL) 0.8 $21M 261k 79.44
Gildan Activewear Inc Com Cad (GIL) 0.8 $21M 369k 55.65
Ge Vernova (GEV) 0.8 $20M 23k 872.90
Fastenal Company (FAST) 0.8 $20M 431k 46.40
iShares MSCI Emerging Markets Indx (EEM) 0.7 $18M 321k 56.79
MasterCard Incorporated (MA) 0.7 $18M 36k 499.66
Edwards Lifesciences (EW) 0.7 $18M 223k 80.08
Oracle Corporation (ORCL) 0.7 $18M 119k 147.11
Stryker Corporation (SYK) 0.7 $18M 53k 328.59
General Dynamics Corporation (GD) 0.7 $18M 51k 343.22
International Business Machines (IBM) 0.6 $17M 71k 242.39
IDEXX Laboratories (IDXX) 0.6 $17M 30k 561.89
WESCO International (WCC) 0.6 $17M 62k 273.62
Taiwan Semiconductor Mfg (TSM) 0.6 $17M 49k 337.95
Amphenol Corporation (APH) 0.6 $17M 131k 126.35
Casey's General Stores (CASY) 0.6 $17M 23k 727.86
Chubb (CB) 0.6 $16M 50k 325.93
Johnson Controls International Plc equity (JCI) 0.6 $16M 125k 130.95
Generac Holdings (GNRC) 0.6 $16M 83k 195.33
Corteva (CTVA) 0.6 $16M 192k 83.71
Neurocrine Biosciences (NBIX) 0.6 $16M 122k 131.74
Merck & Co (MRK) 0.6 $16M 133k 120.29
Airbnb (ABNB) 0.6 $16M 126k 126.28
Autodesk (ADSK) 0.6 $16M 66k 239.40
Citigroup (C) 0.6 $16M 138k 113.41
Corpay (CPAY) 0.6 $15M 52k 290.99
Ross Stores (ROST) 0.6 $15M 70k 216.63
Asml Holding (ASML) 0.6 $15M 11k 1320.83
Cummins (CMI) 0.6 $15M 27k 538.02
Republic Services (RSG) 0.5 $15M 67k 219.02
Intuitive Surgical (ISRG) 0.5 $14M 31k 460.99
Home Depot (HD) 0.5 $14M 43k 328.89
Verizon Communications (VZ) 0.5 $14M 279k 50.20
Linde (LIN) 0.5 $14M 28k 495.76
Vanguard Total Stock Market ETF (VTI) 0.5 $14M 42k 320.81
Murata Manufacturer-un (MRAAY) 0.5 $14M 1.3M 10.71
Gilead Sciences (GILD) 0.5 $13M 97k 139.37
PNC Financial Services (PNC) 0.5 $13M 64k 208.09
State Street Corporation (STT) 0.5 $13M 102k 126.56
HEICO Corporation (HEI) 0.5 $13M 46k 274.20
Duke Energy (DUK) 0.5 $13M 96k 130.94
Metropcs Communications (TMUS) 0.5 $12M 58k 210.03
Blackrock (BLK) 0.5 $12M 13k 961.71
Intercontinental Exchange (ICE) 0.5 $12M 78k 157.28
ResMed (RMD) 0.5 $12M 54k 224.48
Crowdstrike Hldgs Inc cl a (CRWD) 0.5 $12M 31k 390.41
Coca-Cola Company (KO) 0.4 $12M 156k 76.05
Nokia Corporation (NOK) 0.4 $12M 1.5M 8.04
Thermo Fisher Scientific (TMO) 0.4 $12M 24k 491.53
Texas Instruments Incorporated (TXN) 0.4 $12M 60k 194.14
Astrazeneca Plc Ord (AZN) 0.4 $12M 59k 197.22
Cisco Systems (CSCO) 0.4 $11M 147k 77.59
Pfizer (PFE) 0.4 $11M 402k 28.08
Ishares Msci Japan (EWJ) 0.4 $11M 131k 84.44
Sherwin-Williams Company (SHW) 0.4 $11M 34k 320.55
Msci (MSCI) 0.4 $11M 20k 539.01
Union Pacific Corporation (UNP) 0.4 $11M 45k 242.62
Dsv As (DSDVY) 0.4 $11M 91k 118.03
Mondelez Int (MDLZ) 0.4 $11M 184k 57.64
Vanguard Total Bond Market ETF Etf (BND) 0.4 $11M 143k 73.64
Palo Alto Networks (PANW) 0.4 $11M 66k 160.32
Procter & Gamble Company (PG) 0.4 $11M 73k 144.44
Starbucks Corporation (SBUX) 0.4 $11M 117k 89.59
Southern Company (SO) 0.4 $10M 107k 96.52
Wisdomtree Tr intl hedge eqt (HEDJ) 0.4 $10M 197k 52.30
Lockheed Martin Corporation (LMT) 0.4 $10M 17k 604.39
Netflix (NFLX) 0.4 $10M 106k 96.15
Uber Technologies (UBER) 0.4 $9.9M 138k 71.93
Walt Disney Company (DIS) 0.4 $9.9M 103k 96.38
Terreno Realty Corporation (TRNO) 0.4 $9.8M 159k 61.42
Cme (CME) 0.3 $9.1M 31k 295.35
Servicenow (NOW) 0.3 $9.1M 87k 104.55
Medtronic (MDT) 0.3 $9.0M 104k 86.65
Marsh & McLennan Companies (MRSH) 0.3 $9.0M 52k 173.45
Airbus Group Nv - Unsp (EADSY) 0.3 $9.0M 193k 46.33
Anheuser-Busch InBev NV (BUD) 0.3 $8.9M 128k 69.37
Principal Financial (PFG) 0.3 $8.8M 98k 90.11
Welltower Inc Com reit (WELL) 0.3 $8.6M 44k 197.71
Emerson Electric (EMR) 0.3 $8.6M 65k 131.02
Nintendo (NTDOY) 0.3 $8.5M 619k 13.79
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $8.3M 19k 446.54
Intuit (INTU) 0.3 $8.2M 19k 432.38
Raytheon Technologies Corp (RTX) 0.3 $8.0M 41k 192.90
Veeva Sys Inc cl a (VEEV) 0.3 $8.0M 45k 175.66
Axon Enterprise (AXON) 0.3 $7.8M 18k 424.69
CVS Caremark Corporation (CVS) 0.3 $7.8M 108k 71.82
Viper Energy Inc Cl A (VNOM) 0.3 $7.7M 165k 46.99
Spire (SR) 0.3 $7.7M 86k 90.54
Iron Mountain (IRM) 0.3 $7.7M 75k 102.14
McDonald's Corporation (MCD) 0.3 $7.3M 24k 310.79
Bristol Myers Squibb (BMY) 0.3 $7.3M 120k 60.65
Caterpillar (CAT) 0.3 $7.2M 10k 708.46
Advanced Drain Sys Inc Del (WMS) 0.3 $7.0M 51k 137.13
UnitedHealth (UNH) 0.3 $7.0M 26k 270.59
Weyerhaeuser Company (WY) 0.3 $6.9M 281k 24.43
Agilent Technologies Inc C ommon (A) 0.3 $6.7M 59k 113.98
Clorox Company (CLX) 0.3 $6.7M 64k 103.63
Rockwell Automation (ROK) 0.2 $6.5M 18k 358.88
Berkshire Hathaway (BRK.B) 0.2 $6.5M 14k 479.20
Amgen (AMGN) 0.2 $6.4M 18k 351.85
Barclays (BCS) 0.2 $6.3M 300k 21.16
3M Company (MMM) 0.2 $6.3M 43k 145.23
Abbott Laboratories (ABT) 0.2 $6.3M 61k 102.67
Automatic Data Processing (ADP) 0.2 $6.3M 31k 203.18
Kinder Morgan (KMI) 0.2 $6.2M 186k 33.53
Invesco S&p 500 Equal Weight Etf (RSP) 0.2 $6.1M 32k 191.92
Accenture (ACN) 0.2 $6.0M 30k 198.29
iShares S&P SmallCap 600 Growth (IJT) 0.2 $5.9M 41k 144.71
TJX Companies (TJX) 0.2 $5.8M 36k 159.70
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.2 $5.6M 72k 77.11
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.2 $5.5M 59k 93.00
DBS Group Holdings (DBSDY) 0.2 $5.4M 30k 176.41
Lonza Group Ag - Un (LZAGY) 0.2 $5.4M 85k 62.82
Ecolab (ECL) 0.2 $5.3M 20k 266.02
Techtronic Industries-sp (TTNDY) 0.2 $5.2M 80k 65.11
AFLAC Incorporated (AFL) 0.2 $5.1M 47k 109.71
Canadian Natl Ry (CNI) 0.2 $5.1M 49k 102.77
At&t (T) 0.2 $5.0M 173k 28.99
Mtu Aero Engines Hldgs A (MTUAY) 0.2 $4.9M 28k 178.59
Wal-mart de Mexico S A B de C V (WMMVY) 0.2 $4.9M 152k 32.39
Dominion Resources (D) 0.2 $4.9M 80k 61.82
Alphabet Inc Class C cs (GOOG) 0.2 $4.6M 16k 286.86
MercadoLibre (MELI) 0.2 $4.6M 2.6k 1729.02
Experian (EXPGY) 0.2 $4.4M 129k 34.26
Brookfield Asset Management (BAM) 0.2 $4.2M 96k 44.45
iShares MSCI EAFE Index Fund (EFA) 0.2 $4.1M 43k 97.13
London Stk Exchange Group (LSEGY) 0.2 $4.1M 140k 29.22
HDFC Bank (HDB) 0.2 $4.0M 163k 24.88
Colgate-Palmolive Company (CL) 0.1 $4.0M 47k 85.23
Best Buy (BBY) 0.1 $3.9M 61k 64.20
iShares S&P SmallCap 600 Value Idx (IJS) 0.1 $3.9M 33k 118.45
Vanguard S&p 500 Etf idx (VOO) 0.1 $3.8M 6.4k 597.53
Realty Income (O) 0.1 $3.8M 62k 61.18
Air Products & Chemicals (APD) 0.1 $3.7M 13k 290.49
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.1 $3.7M 38k 97.59
Atlassian Corporation Cl A (TEAM) 0.1 $3.5M 51k 68.25
Public Storage (PSA) 0.1 $3.4M 13k 270.88
iShares Russell 1000 Value Index (IWD) 0.1 $3.3M 16k 213.67
Target Corporation (TGT) 0.1 $3.2M 26k 121.20
Nordson Corporation (NDSN) 0.1 $3.2M 12k 266.06
iShares Russell 1000 Growth Index (IWF) 0.1 $3.0M 7.1k 426.40
American Express Company (AXP) 0.1 $3.0M 10k 302.48
BP (BP) 0.1 $2.9M 62k 47.00
Applied Materials (AMAT) 0.1 $2.6M 7.7k 341.79
Intel Corporation (INTC) 0.1 $2.6M 59k 44.13
Honeywell International (HON) 0.1 $2.6M 12k 226.03
iShares Gold Trust (IAU) 0.1 $2.5M 29k 88.16
Pinnacle West Capital Corporation (PNW) 0.1 $2.4M 24k 100.75
Nextera Energy (NEE) 0.1 $2.3M 25k 92.88
Travelers Companies (TRV) 0.1 $2.2M 7.4k 291.68
Gentex Corporation (GNTX) 0.1 $2.1M 98k 21.85
iShares S&P MidCap 400 Index (IJH) 0.1 $2.1M 31k 67.53
General Electric (GE) 0.1 $2.0M 7.1k 283.77
Deere & Company (DE) 0.1 $2.0M 3.5k 563.30
Cardinal Health (CAH) 0.1 $1.8M 8.6k 211.31
ConocoPhillips (COP) 0.1 $1.7M 13k 132.00
Ford Motor Company (F) 0.1 $1.7M 146k 11.54
iShares S&P SmallCap 600 Index (IJR) 0.1 $1.6M 13k 124.31
Kimberly-Clark Corporation (KMB) 0.1 $1.6M 16k 96.47
Fifth Third Ban (FITB) 0.1 $1.5M 32k 46.46
Motorola Solutions (MSI) 0.1 $1.5M 3.4k 433.97
SPDR Gold Trust (GLD) 0.1 $1.5M 3.4k 430.29
Palantir Technologies (PLTR) 0.0 $1.3M 9.0k 146.28
iShares S&P 500 Value Index (IVE) 0.0 $1.3M 6.2k 211.15
iShares Russell 2000 Index (IWM) 0.0 $1.2M 4.9k 248.00
Goldman Sachs (GS) 0.0 $1.2M 1.4k 845.99
DTE Energy Company (DTE) 0.0 $1.2M 8.2k 146.22
FedEx Corporation (FDX) 0.0 $1.1M 3.1k 356.18
iShares S&P 500 Growth Index (IVW) 0.0 $1.1M 9.7k 113.11
Corning Incorporated (GLW) 0.0 $1.1M 8.0k 135.97
Qualcomm (QCOM) 0.0 $1.1M 8.2k 128.78
SYSCO Corporation (SYY) 0.0 $1.0M 15k 71.33
Paychex (PAYX) 0.0 $1.0M 11k 92.12
iShares Intermediate Gov/Credi Etf (GVI) 0.0 $1.0M 9.7k 106.68
Lowe's Companies (LOW) 0.0 $1.0M 4.4k 236.28
W.W. Grainger (GWW) 0.0 $955k 875.00 1090.81
Eaton (ETN) 0.0 $922k 2.6k 357.67
Illinois Tool Works (ITW) 0.0 $898k 3.5k 260.29
Newmont Mining Corporation (NEM) 0.0 $866k 8.0k 108.25
Allstate Corporation (ALL) 0.0 $850k 4.1k 207.34
Neogen Corporation (NEOG) 0.0 $838k 90k 9.29
Globus Med Inc cl a (GMED) 0.0 $830k 9.6k 86.16
Analog Devices (ADI) 0.0 $810k 2.5k 318.14
Zoetis Inc Cl A (ZTS) 0.0 $810k 6.8k 118.21
Marathon Petroleum Corp (MPC) 0.0 $773k 3.2k 244.18
Progressive Corporation (PGR) 0.0 $749k 3.8k 198.24
Valero Energy Corporation (VLO) 0.0 $741k 3.0k 247.08
Blackstone Group Inc Com Cl A (BX) 0.0 $736k 6.4k 114.99
Berkshire Hathaway (BRK.A) 0.0 $718k 1.00 718140.00
iShares Russell 1000 Index (IWB) 0.0 $715k 2.0k 356.56
Altria (MO) 0.0 $713k 11k 65.99
Spdr S&p 500 Etf (SPY) 0.0 $700k 1.1k 650.34
RPM International (RPM) 0.0 $693k 7.0k 99.40
Cincinnati Financial Corporation (CINF) 0.0 $665k 4.2k 157.35
Parker-Hannifin Corporation (PH) 0.0 $658k 735.00 895.24
Dt Midstream (DTM) 0.0 $646k 4.8k 134.67
Huntington Bancshares Incorporated (HBAN) 0.0 $644k 41k 15.65
Enbridge (ENB) 0.0 $643k 12k 54.04
Toro Company (TTC) 0.0 $631k 6.8k 93.44
Cameco Corporation (CCJ) 0.0 $631k 5.8k 108.61
Exelon Corporation (EXC) 0.0 $613k 13k 49.02
Philip Morris International (PM) 0.0 $599k 3.6k 165.34
iShares S&P 500 Index (IVV) 0.0 $596k 913.00 653.21
iShares 1-3 Year Treasury Bond Etf (SHY) 0.0 $585k 7.1k 82.57
Proshares Tr S&p 500 Aristo (NOBL) 0.0 $570k 5.4k 106.01
Snap-on Incorporated (SNA) 0.0 $568k 1.6k 363.22
PPG Industries (PPG) 0.0 $540k 5.1k 106.88
Adobe Systems Incorporated (ADBE) 0.0 $530k 2.2k 243.08
Penumbra (PEN) 0.0 $527k 1.6k 328.37
Waste Management (WM) 0.0 $526k 2.3k 229.79
Shopify Inc cl a (SHOP) 0.0 $523k 4.4k 118.62
Fortinet (FTNT) 0.0 $484k 5.9k 81.72
Avery Dennison Corporation (AVY) 0.0 $472k 2.7k 172.68
First Horizon National Corporation (FHN) 0.0 $467k 21k 22.76
CMS Energy Corporation (CMS) 0.0 $466k 6.0k 77.58
Charles Schwab Corporation (SCHW) 0.0 $465k 4.9k 93.98
Mercantile Bank (MBWM) 0.0 $464k 9.2k 50.50
Donaldson Company (DCI) 0.0 $454k 5.4k 84.87
Expeditors International of Washington (EXPD) 0.0 $437k 3.1k 143.23
Consolidated Edison (ED) 0.0 $433k 3.8k 113.18
United Parcel Service (UPS) 0.0 $418k 4.3k 98.38
S&p Global (SPGI) 0.0 $411k 965.00 425.34
Intercontinental Hotels Group (IHG) 0.0 $400k 3.0k 133.46
SPDR S&P World ex-US (SPDW) 0.0 $397k 8.7k 45.65
Dow (DOW) 0.0 $397k 9.5k 41.65
Qnity Electronics (Q) 0.0 $380k 3.3k 115.36
McCormick & Company, Incorporated (MKC) 0.0 $377k 7.5k 50.44
Industries N shs - a - (LYB) 0.0 $359k 4.5k 80.56
Paypal Holdings (PYPL) 0.0 $354k 7.8k 45.23
Private Bancorp Of America (PBAM) 0.0 $354k 5.2k 67.99
Carrier Global Corporation (CARR) 0.0 $339k 6.0k 56.31
salesforce (CRM) 0.0 $339k 1.8k 186.67
Genuine Parts Company (GPC) 0.0 $337k 3.2k 105.75
Vaneck Vectors Gold Miners mutual (GDX) 0.0 $322k 3.5k 91.77
Dupont De Nemours (DD) 0.0 $320k 7.0k 45.80
Constellation Energy (CEG) 0.0 $315k 1.1k 279.25
J.M. Smucker Company (SJM) 0.0 $309k 3.2k 96.44
Steris Plc Ord equities (STE) 0.0 $306k 1.4k 221.13
Roper Industries (ROP) 0.0 $304k 859.00 353.86
Tesla Motors (TSLA) 0.0 $302k 812.00 371.75
Delta Air Lines (DAL) 0.0 $301k 4.5k 66.48
Proshares Tr mdcp 400 divid (REGL) 0.0 $300k 3.5k 86.41
Apa Corporation (APA) 0.0 $297k 7.0k 42.44
Pentair cs (PNR) 0.0 $296k 3.4k 87.11
Essex Property Trust (ESS) 0.0 $290k 1.2k 242.00
Danaher Corporation (DHR) 0.0 $290k 1.5k 189.60
General Motors Company (GM) 0.0 $288k 3.9k 74.50
Garmin (GRMN) 0.0 $277k 1.2k 232.01
Vanguard Intermediate-Term Cor Etf (VCIT) 0.0 $269k 3.3k 82.75
American Electric Power Company (AEP) 0.0 $269k 2.1k 131.08
Evercore Partners (EVR) 0.0 $266k 890.00 298.51
SPDR DJ Wilshire Small Cap Value (SLYV) 0.0 $265k 2.8k 94.58
Atmos Energy Corporation (ATO) 0.0 $263k 1.4k 184.72
iShares Broad USD Inv Grade Etf (USIG) 0.0 $261k 5.1k 51.23
Eversource Energy (ES) 0.0 $253k 3.7k 69.28
Phillips 66 (PSX) 0.0 $249k 1.4k 182.18
Bank Ozk (OZK) 0.0 $246k 5.4k 45.89
Novartis (NVS) 0.0 $244k 1.6k 152.75
iShares Dow Jones Select Dividend (DVY) 0.0 $237k 1.6k 151.41
Valley National Ban (VLY) 0.0 $227k 19k 12.28
SPDR S&P Semiconductor (XSD) 0.0 $222k 680.00 326.12
Kraft Heinz (KHC) 0.0 $220k 9.8k 22.49
SPDR Bloomberg High Yield Bond Etf (JNK) 0.0 $210k 2.2k 95.72
Comcast Corporation (CMCSA) 0.0 $208k 7.2k 28.71
Tyson Foods (TSN) 0.0 $205k 3.2k 64.07
iShares S&P MidCap 400 Growth (IJK) 0.0 $204k 2.0k 100.62
Vanguard Mid-Cap ETF (VO) 0.0 $201k 700.00 287.18
Calamos Strategic Total Return Fund (CSQ) 0.0 $186k 11k 17.12
Esperion Therapeutics (ESPR) 0.0 $60k 22k 2.74
Wallbridge Mining (WLBMF) 0.0 $575.000000 10k 0.06
Invesco Van Kampen Municipal exchange traded 0.0 $0 44k 0.00