Azimuth Capital Investment Management

Azimuth Capital Investment Management as of June 30, 2026

Portfolio Holdings for Azimuth Capital Investment Management

Azimuth Capital Investment Management holds 313 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.4 $130M 448k 289.36
NVIDIA Corporation (NVDA) 4.2 $124M 618k 200.09
Broadcom (AVGO) 3.2 $94M 249k 377.75
Microsoft Corporation (MSFT) 2.8 $83M 223k 373.02
Alphabet Inc Class A cs (GOOGL) 2.7 $81M 226k 357.37
Eli Lilly & Co. (LLY) 2.5 $74M 62k 1199.43
Advanced Micro Devices (AMD) 2.2 $67M 114k 580.91
Monolithic Power Systems (MPWR) 1.4 $40M 29k 1382.36
Ge Vernova (GEV) 1.3 $39M 33k 1174.86
Marvell Technology (MRVL) 1.3 $38M 127k 297.89
Pepsi (PEP) 1.2 $35M 258k 135.40
Bank of America Corporation (BAC) 1.1 $33M 585k 56.98
Old Dominion Freight Line (ODFL) 1.1 $32M 149k 216.60
Hershey Company (HSY) 1.1 $31M 178k 175.45
Amazon (AMZN) 1.0 $31M 131k 238.34
JPMorgan Chase & Co. (JPM) 1.0 $31M 95k 327.33
Bank of New York Mellon Corporation (BNY) 1.0 $30M 210k 144.61
Exxon Mobil Corp 1.0 $29M 209k 136.72
Palo Alto Networks (PANW) 0.9 $28M 81k 341.02
Boeing Company (BA) 0.9 $28M 127k 216.47
Crowdstrike Hldgs Inc cl a (CRWD) 0.9 $26M 34k 763.14
Wec Energy Group (WEC) 0.9 $26M 220k 116.77
Abbvie (ABBV) 0.9 $26M 101k 251.64
UnitedHealth (UNH) 0.8 $25M 60k 415.63
Chevron Corporation (CVX) 0.8 $25M 149k 165.76
Schlumberger (SLB) 0.8 $25M 529k 46.49
Visa (V) 0.8 $24M 71k 343.09
Wal-Mart Stores (WMT) 0.8 $24M 211k 113.26
Generac Holdings (GNRC) 0.8 $24M 81k 292.81
Union Pacific Corporation (UNP) 0.8 $23M 85k 272.00
MSCI Europe Financials Sector Index Fund (EUFN) 0.8 $23M 586k 38.99
Taiwan Semiconductor Mfg (TSM) 0.8 $23M 48k 477.57
Asml Holding (ASML) 0.8 $22M 11k 1989.44
Amphenol Corporation (APH) 0.7 $22M 126k 176.32
iShares MSCI Emerging Markets Indx (EEM) 0.7 $22M 315k 68.41
Facebook Inc cl a (META) 0.7 $22M 38k 563.28
Johnson & Johnson (JNJ) 0.7 $21M 84k 253.97
Yum! Brands (YUM) 0.7 $21M 133k 159.86
Xcel Energy (XEL) 0.7 $21M 262k 80.30
Costco Wholesale Corporation (COST) 0.7 $21M 22k 935.47
WESCO International (WCC) 0.7 $21M 60k 345.43
Fastenal Company (FAST) 0.7 $21M 426k 48.03
Roku (ROKU) 0.7 $20M 146k 138.14
International Business Machines (IBM) 0.7 $20M 69k 281.21
Cummins (CMI) 0.7 $19M 27k 713.21
Murata Manufacturer-un (MRAAY) 0.6 $19M 548k 35.06
Neurocrine Biosciences (NBIX) 0.6 $19M 113k 168.53
Edwards Lifesciences (EW) 0.6 $18M 201k 90.46
Johnson Controls International Plc equity (JCI) 0.6 $18M 124k 146.11
Nokia Corporation (NOK) 0.6 $18M 1.4M 13.28
Texas Instruments Incorporated (TXN) 0.6 $18M 60k 298.07
Airbnb (ABNB) 0.6 $18M 124k 143.10
General Dynamics Corporation (GD) 0.6 $18M 50k 354.24
Stryker Corporation (SYK) 0.6 $18M 56k 314.84
Wells Fargo & Company (WFC) 0.6 $17M 208k 82.64
Casey's General Stores (CASY) 0.6 $17M 22k 794.79
Chubb (CB) 0.6 $17M 50k 340.74
Merck & Co (MRK) 0.6 $17M 129k 128.50
Cisco Systems (CSCO) 0.5 $16M 137k 117.46
Corpay (CPAY) 0.5 $16M 48k 333.27
Corteva (CTVA) 0.5 $16M 188k 84.69
HEICO Corporation (HEI) 0.5 $16M 45k 356.19
PNC Financial Services (PNC) 0.5 $16M 64k 246.22
Vanguard Total Stock Market ETF (VTI) 0.5 $16M 42k 370.04
Home Depot (HD) 0.5 $15M 42k 352.68
State Street Corporation (STT) 0.5 $15M 88k 169.60
Ross Stores (ROST) 0.5 $15M 69k 212.85
Citigroup (C) 0.5 $15M 104k 139.96
Linde (LIN) 0.5 $14M 28k 518.94
CVS Caremark Corporation (CVS) 0.5 $14M 136k 103.45
Coca-Cola Company (KO) 0.4 $13M 156k 81.27
Republic Services (RSG) 0.4 $13M 59k 213.08
MasterCard Incorporated (MA) 0.4 $12M 24k 513.60
Duke Energy (DUK) 0.4 $12M 96k 126.58
Gilead Sciences (GILD) 0.4 $12M 96k 126.34
Blackrock (BLK) 0.4 $12M 13k 961.56
Verizon Communications (VZ) 0.4 $12M 283k 42.34
Disco Un (DSCSY) 0.4 $12M 237k 50.00
Sherwin-Williams Company (SHW) 0.4 $12M 34k 344.32
Starbucks Corporation (SBUX) 0.4 $12M 115k 102.19
Gildan Activewear Inc Com Cad (GIL) 0.4 $12M 226k 51.60
Schneider Elect Sa-unsp (SBGSY) 0.4 $12M 178k 65.26
Compagnie Fin Richemontag S (CFRUY) 0.4 $12M 502k 23.13
Freeport-McMoRan Copper & Gold (FCX) 0.4 $11M 181k 62.89
Thermo Fisher Scientific (TMO) 0.4 $11M 22k 501.36
Intuitive Surgical (ISRG) 0.4 $11M 28k 397.68
Wisdomtree Tr intl hedge eqt (HEDJ) 0.4 $11M 194k 57.00
Msci (MSCI) 0.4 $11M 20k 560.04
Astrazeneca Plc Ord (AZN) 0.4 $11M 57k 189.62
Procter & Gamble Company (PG) 0.4 $11M 73k 146.64
ResMed (RMD) 0.4 $11M 55k 194.88
Dsv As (DSDVY) 0.4 $11M 89k 118.46
Vanguard Total Bond Market ETF Etf (BND) 0.4 $11M 144k 73.41
Anheuser-Busch InBev NV (BUD) 0.4 $11M 128k 82.40
Mondelez Int (MDLZ) 0.4 $10M 180k 57.84
Principal Financial (PFG) 0.4 $10M 96k 107.78
Southern Company (SO) 0.3 $10M 104k 95.71
Axon Enterprise (AXON) 0.3 $9.9M 18k 560.61
Terreno Realty Corporation (TRNO) 0.3 $9.9M 152k 64.77
Welltower Inc Com reit (WELL) 0.3 $9.8M 43k 226.97
Saia (SAIA) 0.3 $9.8M 23k 421.16
Walt Disney Company (DIS) 0.3 $9.7M 101k 96.25
Pfizer (PFE) 0.3 $9.6M 399k 24.08
IDEXX Laboratories (IDXX) 0.3 $9.5M 18k 526.44
Iron Mountain (IRM) 0.3 $9.5M 75k 126.31
Metropcs Communications (TMUS) 0.3 $9.4M 56k 167.73
Emerson Electric (EMR) 0.3 $9.1M 64k 143.15
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $8.9M 18k 496.73
Arm Holdings (ARM) 0.3 $8.8M 25k 354.57
Lockheed Martin Corporation (LMT) 0.3 $8.7M 17k 509.46
Uber Technologies (UBER) 0.3 $8.5M 118k 72.16
Marsh & McLennan Companies (MRSH) 0.3 $8.5M 51k 166.67
Rockwell Automation (ROK) 0.3 $8.5M 17k 495.08
Barclays (BCS) 0.3 $7.8M 292k 26.86
Raytheon Technologies Corp (RTX) 0.3 $7.8M 41k 189.73
Agilent Technologies Inc C ommon (A) 0.2 $7.4M 56k 132.83
Advanced Drain Sys Inc Del (WMS) 0.2 $7.3M 47k 156.96
Regeneron Pharmaceuticals (REGN) 0.2 $7.3M 12k 623.54
Viper Energy Inc Cl A (VNOM) 0.2 $7.3M 171k 42.40
Spire (SR) 0.2 $7.2M 93k 78.09
Automatic Data Processing (ADP) 0.2 $7.1M 32k 223.95
Bristol Myers Squibb (BMY) 0.2 $6.9M 120k 57.62
Invesco S&p 500 Equal Weight Etf (RSP) 0.2 $6.9M 33k 212.77
3M Company (MMM) 0.2 $6.7M 42k 161.91
Weyerhaeuser Company (WY) 0.2 $6.7M 281k 23.94
Servicenow (NOW) 0.2 $6.7M 68k 99.28
Amgen (AMGN) 0.2 $6.7M 19k 362.12
Intel Corporation (INTC) 0.2 $6.7M 48k 139.63
Netflix (NFLX) 0.2 $6.6M 92k 71.40
iShares S&P SmallCap 600 Growth (IJT) 0.2 $6.5M 37k 178.60
Berkshire Hathaway (BRK.B) 0.2 $6.5M 13k 500.39
Techtronic Industries-sp (TTNDY) 0.2 $6.5M 79k 82.57
Ishares Msci Japan (EWJ) 0.2 $6.4M 69k 93.27
Veeva Sys Inc cl a (VEEV) 0.2 $6.2M 35k 177.47
McDonald's Corporation (MCD) 0.2 $6.2M 23k 270.31
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.2 $6.1M 72k 85.49
Kinder Morgan (KMI) 0.2 $6.1M 191k 31.97
DBS Group Holdings (DBSDY) 0.2 $6.1M 30k 202.25
Medtronic (MDT) 0.2 $6.1M 78k 78.23
Oracle Corporation (ORCL) 0.2 $6.0M 41k 146.55
Canadian Natl Ry (CNI) 0.2 $5.9M 49k 119.24
Airbus Group Nv - Unsp (EADSY) 0.2 $5.8M 105k 55.60
Alphabet Inc Class C cs (GOOG) 0.2 $5.8M 16k 353.33
Ecolab (ECL) 0.2 $5.6M 20k 278.61
Adrindustria Ded (IDEXY) 0.2 $5.5M 352k 15.76
Epiroc Aktiebolag Cl A (EPOAY) 0.2 $5.5M 200k 27.47
AFLAC Incorporated (AFL) 0.2 $5.5M 47k 117.25
TJX Companies (TJX) 0.2 $5.4M 35k 151.50
Abbott Laboratories (ABT) 0.2 $5.3M 59k 90.74
Dominion Resources (D) 0.2 $5.3M 77k 68.29
Lonza Group Ag - Un (LZAGY) 0.2 $5.0M 74k 67.66
Applied Materials (AMAT) 0.2 $5.0M 6.9k 723.00
Caterpillar (CAT) 0.2 $4.7M 4.4k 1064.90
Cme (CME) 0.2 $4.6M 21k 220.83
Franklin Resources (BEN) 0.2 $4.5M 136k 33.27
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.2 $4.5M 58k 77.54
iShares MSCI EAFE Index Fund (EFA) 0.1 $4.4M 43k 103.88
iShares S&P SmallCap 600 Value Idx (IJS) 0.1 $4.4M 32k 136.68
Vanguard S&p 500 Etf idx (VOO) 0.1 $4.4M 6.3k 686.78
Centrica (CPYYY) 0.1 $4.3M 474k 9.07
Colgate-Palmolive Company (CL) 0.1 $4.3M 46k 91.68
Best Buy (BBY) 0.1 $4.2M 56k 75.88
MercadoLibre (MELI) 0.1 $4.1M 2.4k 1697.39
Brookfield Asset Management (BAM) 0.1 $4.1M 92k 44.85
Public Storage (PSA) 0.1 $4.0M 13k 318.31
Realty Income (O) 0.1 $4.0M 65k 61.96
Hensoldt Ag Unsp (HAGHY) 0.1 $3.9M 508k 7.75
Eastman Chemical Company (EMN) 0.1 $3.9M 59k 66.98
iShares Russell 1000 Value Index (IWD) 0.1 $3.8M 16k 242.43
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.1 $3.8M 37k 102.99
Air Products & Chemicals (APD) 0.1 $3.7M 13k 293.18
At&t (T) 0.1 $3.7M 177k 20.70
London Stk Exchange Group (LSEGY) 0.1 $3.7M 135k 27.08
Nordson Corporation (NDSN) 0.1 $3.6M 12k 301.69
iShares Russell 1000 Growth Index (IWF) 0.1 $3.5M 28k 124.17
Target Corporation (TGT) 0.1 $3.4M 26k 130.61
American Express Company (AXP) 0.1 $3.3M 9.7k 338.25
Clorox Company (CLX) 0.1 $2.9M 30k 95.44
Experian (EXPGY) 0.1 $2.8M 84k 33.75
General Electric (GE) 0.1 $2.6M 7.1k 373.73
Pinnacle West Capital Corporation (PNW) 0.1 $2.6M 24k 107.00
Gentex Corporation (GNTX) 0.1 $2.5M 98k 25.27
iShares S&P MidCap 400 Index (IJH) 0.1 $2.4M 31k 77.11
Travelers Companies (TRV) 0.1 $2.3M 7.0k 330.12
BP (BP) 0.1 $2.3M 62k 36.95
iShares S&P SmallCap 600 Index (IJR) 0.1 $2.3M 15k 148.31
Deere & Company (DE) 0.1 $2.2M 3.5k 634.33
Nextera Energy (NEE) 0.1 $2.2M 25k 87.77
iShares Gold Trust (IAU) 0.1 $2.1M 28k 75.51
Ford Motor Company (F) 0.1 $2.0M 146k 13.90
Corning Incorporated (GLW) 0.1 $2.0M 7.9k 255.43
Cardinal Health (CAH) 0.1 $2.0M 8.3k 237.56
Fifth Third Ban (FITB) 0.1 $1.8M 32k 56.37
Kimberly-Clark Corporation (KMB) 0.1 $1.8M 16k 109.77
iShares S&P 500 Growth Index (IVW) 0.1 $1.5M 11k 137.53
iShares Russell 2000 Index (IWM) 0.0 $1.5M 4.9k 300.45
Goldman Sachs (GS) 0.0 $1.4M 1.4k 1011.37
iShares S&P 500 Value Index (IVE) 0.0 $1.4M 6.3k 227.06
Motorola Solutions (MSI) 0.0 $1.4M 3.4k 415.29
Qualcomm (QCOM) 0.0 $1.4M 7.5k 184.79
ConocoPhillips (COP) 0.0 $1.3M 13k 103.96
Honeywell International (HON) 0.0 $1.3M 5.7k 223.90
Honeywell Aerospace (HONA) 0.0 $1.3M 5.7k 221.08
SPDR Gold Trust (GLD) 0.0 $1.2M 3.3k 368.38
DTE Energy Company (DTE) 0.0 $1.2M 7.8k 152.36
SYSCO Corporation (SYY) 0.0 $1.1M 14k 83.58
W.W. Grainger (GWW) 0.0 $1.1M 801.00 1360.40
Eaton (ETN) 0.0 $1.1M 2.6k 426.12
Paychex (PAYX) 0.0 $1.1M 11k 98.33
Palantir Technologies (PLTR) 0.0 $1.1M 9.0k 116.67
iShares Intermediate Gov/Credi Etf (GVI) 0.0 $1.0M 9.8k 106.09
Analog Devices (ADI) 0.0 $992k 2.5k 397.17
FedEx Corporation (FDX) 0.0 $980k 3.1k 313.13
Allstate Corporation (ALL) 0.0 $976k 4.1k 237.94
Lowe's Companies (LOW) 0.0 $960k 4.4k 220.49
Illinois Tool Works (ITW) 0.0 $928k 3.4k 270.47
Neogen Corporation (NEOG) 0.0 $911k 101k 8.99
Fortinet (FTNT) 0.0 $877k 5.7k 153.62
Spdr S&p 500 Etf (SPY) 0.0 $845k 1.1k 746.77
iShares Russell 1000 Index (IWB) 0.0 $820k 2.0k 409.50
Progressive Corporation (PGR) 0.0 $800k 3.7k 218.45
Marathon Petroleum Corp (MPC) 0.0 $783k 3.1k 255.67
Cincinnati Financial Corporation (CINF) 0.0 $782k 4.2k 185.14
Valero Energy Corporation (VLO) 0.0 $781k 3.0k 260.44
RPM International (RPM) 0.0 $775k 7.0k 111.15
Altria (MO) 0.0 $770k 11k 71.95
Globus Med Inc cl a (GMED) 0.0 $763k 9.7k 79.01
Berkshire Hathaway (BRK.A) 0.0 $749k 1.00 748850.00
Newmont Mining Corporation (NEM) 0.0 $747k 8.0k 93.40
Huntington Bancshares Incorporated (HBAN) 0.0 $729k 41k 17.73
Dt Midstream (DTM) 0.0 $692k 4.7k 146.73
Blackstone Group Inc Com Cl A (BX) 0.0 $691k 5.9k 117.67
Parker-Hannifin Corporation (PH) 0.0 $690k 705.00 978.12
iShares S&P 500 Index (IVV) 0.0 $654k 873.00 748.89
Enbridge (ENB) 0.0 $640k 12k 54.22
Proshares Tr S&p 500 Aristo (NOBL) 0.0 $621k 11k 56.16
Shopify Inc cl a (SHOP) 0.0 $615k 5.4k 114.18
Snap-on Incorporated (SNA) 0.0 $613k 1.5k 402.40
Philip Morris International (PM) 0.0 $611k 3.4k 180.91
Cameco Corporation (CCJ) 0.0 $591k 5.8k 101.86
Toro Company (TTC) 0.0 $591k 6.1k 97.42
iShares 1-3 Year Treasury Bond Etf (SHY) 0.0 $584k 7.1k 82.11
Exelon Corporation (EXC) 0.0 $578k 12k 46.62
First Horizon National Corporation (FHN) 0.0 $532k 21k 25.64
Mercantile Bank (MBWM) 0.0 $528k 9.2k 57.42
Qnity Electronics (Q) 0.0 $525k 3.2k 163.29
Intercontinental Hotels Group (IHG) 0.0 $519k 3.0k 173.12
Waste Management (WM) 0.0 $510k 2.3k 222.88
Expeditors International of Washington (EXPD) 0.0 $497k 3.1k 162.98
PPG Industries (PPG) 0.0 $492k 4.1k 121.29
Penumbra (PEN) 0.0 $489k 1.6k 315.75
Donaldson Company (DCI) 0.0 $480k 5.4k 89.77
Zoetis Inc Cl A (ZTS) 0.0 $462k 6.4k 71.86
CMS Energy Corporation (CMS) 0.0 $459k 6.0k 76.50
United Parcel Service (UPS) 0.0 $457k 4.3k 107.50
Charles Schwab Corporation (SCHW) 0.0 $457k 4.9k 92.27
Adobe Systems Incorporated (ADBE) 0.0 $447k 2.2k 205.02
Avery Dennison Corporation (AVY) 0.0 $440k 2.7k 162.35
SPDR S&P World ex-US (SPDW) 0.0 $438k 8.7k 50.39
S&p Global (SPGI) 0.0 $434k 1.1k 407.26
SPDR S&P Semiconductor (XSD) 0.0 $424k 680.00 623.70
Delta Air Lines (DAL) 0.0 $424k 4.5k 93.66
Carrier Global Corporation (CARR) 0.0 $414k 5.6k 73.35
Consolidated Edison (ED) 0.0 $396k 3.6k 110.63
Proshares Tr mdcp 400 divid (REGL) 0.0 $378k 4.1k 91.57
McCormick & Company, Incorporated (MKC) 0.0 $377k 7.5k 50.42
Genuine Parts Company (GPC) 0.0 $375k 3.2k 117.98
J.M. Smucker Company (SJM) 0.0 $360k 3.2k 112.50
Essex Property Trust (ESS) 0.0 $350k 1.2k 291.59
Roper Industries (ROP) 0.0 $342k 1.0k 338.39
Tesla Motors (TSLA) 0.0 $339k 807.00 420.60
Paypal Holdings (PYPL) 0.0 $338k 7.8k 43.18
Dupont De Nemours (DD) 0.0 $316k 2.3k 135.64
Evercore Partners (EVR) 0.0 $309k 905.00 341.44
SPDR DJ Wilshire Small Cap Value (SLYV) 0.0 $306k 2.8k 109.11
General Motors Company (GM) 0.0 $298k 3.9k 77.08
Pentair cs (PNR) 0.0 $291k 3.8k 76.66
Steris Plc Ord equities (STE) 0.0 $286k 1.4k 210.57
Fedex Fght Hldg (FDXF) 0.0 $283k 1.9k 151.00
American Electric Power Company (AEP) 0.0 $281k 2.1k 136.81
Constellation Energy (CEG) 0.0 $280k 1.1k 248.37
Danaher Corporation (DHR) 0.0 $280k 1.5k 190.48
Bank Ozk (OZK) 0.0 $279k 5.4k 52.09
Valley National Ban (VLY) 0.0 $271k 19k 14.65
Kulicke and Soffa Industries (KLIC) 0.0 $268k 2.0k 133.76
Eversource Energy (ES) 0.0 $264k 3.7k 72.27
Atmos Energy Corporation (ATO) 0.0 $263k 1.5k 172.27
iShares Broad USD Inv Grade Etf (USIG) 0.0 $261k 5.1k 51.29
Vanguard Intermediate-Term Cor Etf (VCIT) 0.0 $253k 3.1k 82.65
Novartis (NVS) 0.0 $250k 1.6k 156.72
iShares Dow Jones Select Dividend (DVY) 0.0 $245k 1.6k 156.30
Illumina (ILMN) 0.0 $241k 1.4k 175.83
Garmin (GRMN) 0.0 $239k 1.0k 237.54
iShares S&P MidCap 400 Growth (IJK) 0.0 $238k 2.0k 117.50
Industries N shs - a - (LYB) 0.0 $234k 4.5k 52.65
Ambiq Micro (AMBQ) 0.0 $234k 2.7k 88.30
Vanguard Mid-Cap ETF (VO) 0.0 $234k 2.9k 80.57
HEICO Corporation (HEI.A) 0.0 $233k 902.00 257.91
Kraft Heinz (KHC) 0.0 $231k 9.8k 23.62
Phillips 66 (PSX) 0.0 $231k 1.4k 169.05
Dow (DOW) 0.0 $229k 8.4k 27.36
Apa Corporation (APA) 0.0 $228k 7.0k 32.57
Microchip Technology (MCHP) 0.0 $225k 2.5k 91.20
Calamos Strategic Total Return Fund (CSQ) 0.0 $221k 11k 20.56
Spdr Ser Tr sp500 high div (SPYD) 0.0 $218k 4.6k 47.71
Vaneck Vectors Gold Miners mutual (GDX) 0.0 $217k 2.9k 75.45
SPDR Bloomberg High Yield Bond Etf (JNK) 0.0 $213k 2.2k 96.37
Invesco Qqq Trust Series 1 (QQQ) 0.0 $208k 283.00 736.40
Lincoln Electric Holdings (LECO) 0.0 $206k 775.00 265.51
Crane Company (CR) 0.0 $202k 905.00 223.07
iShares S&P 1500 Index Fund (ITOT) 0.0 $200k 1.2k 164.27
Wallbridge Mining (WLBMF) 0.0 $634.000000 10k 0.06
Invesco Van Kampen Municipal exchange traded 0.0 $0 44k 0.00