Azimuth Capital Investment Management LLC

CIK

1942364

Location

BLOOMFIELD HILLS, MI

Portfolio Value

Mid $2,429,577,862

Diversification

Diversified

Filing Date

Global Rank

#1,076 / 8,608 ▼ 24 · as of Mar 2026

Top Industry

Semiconductors 12.4%

3Y Alpha vs SPY

-5.7%

Period ended 3 months ago

Filed May 12, 2026 · 2mo

16 quarters · since Jun 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+50.4%

SPY

+73.9%

Annualised alpha

-5.7%

Max drawdown

−16.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

248 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

4.8%

−0.1 pts

Top 5

18.8%

−1.2 pts

Top 10

27.7%

−2.0 pts

HHI

135

Diversified−10

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.6%	$694,535,992	40
Healthcare	13.8%	$336,226,822	32
Financial Services	13.0%	$314,982,262	39
Industrials	11.1%	$270,214,858	38
Consumer Defensive	7.8%	$190,408,401	19
Consumer Cyclical	6.8%	$165,340,135	20
Communication Services	6.0%	$145,675,943	8
Energy	5.0%	$122,303,310	15
Utilities	3.7%	$91,061,297	16
Basic Materials	2.2%	$53,768,025	11
Real Estate	1.7%	$40,380,326	7
Unclassified	0.2%	$4,680,491	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SLB	Slb Limited/Nv	+241,675	531,948	$27,336,807
GIL	Gildan Activewear Inc.	+166,503	369,258	$20,549,207
ABNB	Airbnb, Inc.	+116,296	126,196	$15,936,030
EW	Edwards Lifesciences Corp	+108,264	223,417	$17,891,233
VZ	Verizon Communications Inc	+78,840	278,904	$14,000,980
VNOM	Viper Energy, Inc.	+75,449	164,914	$7,749,308
PEP	Pepsico Inc	+73,108	275,069	$42,715,465
YUM	Yum Brands Inc	+60,530	143,968	$22,384,144
CVS	CVS HEALTH Corp	+57,148	108,384	$7,784,138
WY	Weyerhaeuser Co	+55,061	280,715	$6,857,867
BUD	Anheuser-Busch InBev SA/NV	+54,872	127,902	$8,872,561
CVX	Chevron Corp	+46,541	150,297	$31,096,449
MRVL	Marvell Technology, Inc.	+39,601	232,738	$23,052,698
AAPL	Apple Inc.	+38,907	454,841	$115,434,097
MDT	Medtronic plc	+35,920	103,722	$8,987,511
HSY	Hershey Co	+33,195	179,858	$37,390,679
CPAY	Corpay, Inc.	+23,238	52,192	$15,187,350
CLX	Clorox Co /De/	+23,219	64,173	$6,650,247
GEV	GE Vernova Inc.	+20,972	22,956	$20,038,292
PFE	Pfizer Inc	+20,888	401,847	$11,283,863
TMO	Thermo Fisher Scientific Inc.	+20,701	23,984	$11,788,855
CNI	Canadian National Railway Co	+16,510	49,279	$5,064,402
NEOG	Neogen Corp	+13,450	90,200	$837,958
NVDA	Nvidia Corp	+8,582	583,726	$101,801,814
FHN	First Horizon Corp	+5,325	20,525	$467,149
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	−203,646	598,471	$29,175,461
WFC	Wells Fargo & Company/Mn	−176,988	345,910	$27,537,895
CTVA	Corteva, Inc.	−163,453	191,895	$16,063,530
BNY	Bank of New York Mellon Corp	−152,288	218,606	$25,933,229
HDB	Hdfc Bank Ltd	−101,719	162,680	$4,047,478
PEN	Penumbra Inc	−64,158	1,605	$527,033
AZN	Astrazeneca PLC	−57,925	58,545	$11,546,244
ZTS	Zoetis Inc.	−47,217	6,848	$809,502
NOK	Nokia Corp	−46,720	1,475,220	$11,860,768
APH	Amphenol Corp /De/	−46,487	130,486	$16,486,906
PFG	Principal Financial Group Inc	−40,233	97,720	$8,805,549
V	Visa Inc.	−36,381	80,771	$24,412,227
CRM	Salesforce, Inc.	−35,965	1,815	$338,806
HEI	Heico Corp	−34,858	46,371	$12,714,928
BBY	Best Buy Co Inc	−31,881	61,169	$3,927,049
AMZN	Amazon Com Inc	−31,173	105,734	$22,021,220
PAYX	Paychex Inc	−28,804	11,275	$1,038,653
MMM	3M Co	−27,501	43,384	$6,300,658
VEEV	Veeva Systems Inc	−23,543	45,404	$7,975,666
DUK	Duke Energy CORP	−20,227	95,971	$12,566,442
NOW	ServiceNow, Inc.	−15,840	86,765	$9,071,280
WMT	Walmart Inc.	−14,794	216,183	$26,867,223
TRNO	Terreno Realty Corp	−13,845	159,097	$9,771,737
MSFT	Microsoft Corp	−12,959	242,846	$89,894,303
CASY	Caseys General Stores Inc	−11,914	22,651	$16,486,756
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
GNRC	Generac Holdings Inc.	82,924	$16,197,544
MRSH	Marsh & Mclennan Companies, Inc.	51,757	$8,977,251
WMS	Advanced Drainage Systems, Inc.	51,339	$7,040,117
FITB	Fifth Third Bancorp	32,338	$1,502,423
LYB	LyondellBasell Industries N.V.	4,450	$358,492
APA	APA Corp	7,000	$297,080
PSX	Phillips 66	1,366	$248,857
TSN	Tyson Foods, Inc.	3,200	$205,024
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
WDAY	Workday, Inc.	75,728	$16,264,859
XYL	Xylem Inc.	92,770	$12,633,418
TYL	Tyler Technologies Inc	15,361	$6,973,125
CSGP	Costar Group, Inc.	94,063	$6,324,796
CHKP	Check Point Software Technologies Ltd	23,501	$4,360,845
LSEGY	London Stock Exchange Group plc	141,684	$4,331,279
FLUT	Flutter Entertainment plc	1,363	$293,099
ZS	Zscaler, Inc.	1,250	$281,150
BSX	Boston Scientific Corp	2,553	$243,428
ALAB	Astera Labs, Inc.	1,400	$232,904
UL	Unilever PLC	3,319	$217,062
NKE	NIKE, Inc.	3,350	$213,428
GIS	General Mills Inc	4,310	$200,415
INGR	Ingredion Inc	1,815	$200,121
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

248 positions · $2,429,577,862 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 248 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	454,841	+38,907	$115,434,097	+2.1%	4.75%
NVDA	Nvidia Corp Technology	Added	583,726	+8,582	$101,801,814	−5.1%	4.19%
MSFT	Microsoft Corp Technology	Reduced	242,846	-12,959	$89,894,303	−27.3%	3.70%
AVGO	Broadcom Inc. Technology	Added	251,841	+1,707	$77,947,307	−10.0%	3.21%
GOOGL	Alphabet Inc. Communication Services	Reduced	248,975	-7,834	$71,595,251	−10.9%	2.95%
LLY	ELI LILLY & Co Healthcare	Added	66,598	+2,759	$61,254,842	−10.7%	2.52%
PEP	Pepsico Inc Consumer Defensive	Added	275,069	+73,108	$42,715,465	+47.4%	1.76%
MPWR	Monolithic Power Systems Inc Technology	Reduced	36,073	-137	$39,440,414	+20.2%	1.62%
HSY	Hershey Co Consumer Defensive	Added	179,858	+33,195	$37,390,679	+40.1%	1.54%
XOM	ExxonMobil Holdings Corp Energy	Reduced	211,183	-7,582	$35,829,307	+36.1%	1.47%
CVX	Chevron Corp Energy	Added	150,297	+46,541	$31,096,449	+96.6%	1.28%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	598,471	-203,646	$29,175,461	−33.9%	1.20%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	97,037	-2,117	$28,544,403	−10.7%	1.17%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	345,910	-176,988	$27,537,895	−43.5%	1.13%
SLB	Slb Limited/Nv Energy	Added	531,948	+241,675	$27,336,807	+145.4%	1.13%
AMD	Advanced Micro Devices Inc Technology	Added	132,339	+1,449	$26,921,722	−4.0%	1.11%
WMT	Walmart Inc. Consumer Defensive	Reduced	216,183	-14,794	$26,867,223	+4.4%	1.11%
WEC	Wec Energy Group, Inc. Utilities	Reduced	225,562	-510	$26,113,312	+9.5%	1.07%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	218,606	-152,288	$25,933,229	−39.8%	1.07%
BA	Boeing Co Industrials	Added	129,329	+1,126	$25,740,350	−7.5%	1.06%
V	Visa Inc. Financial Services	Reduced	80,771	-36,381	$24,412,227	−40.6%	1.00%
MRVL	Marvell Technology, Inc. Technology	Added	232,738	+39,601	$23,052,698	+40.5%	0.95%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	22,827	-1,489	$22,745,507	+8.5%	0.94%
META	Meta Platforms, Inc. Communication Services	Reduced	39,425	-53	$22,556,225	−13.4%	0.93%
YUM	Yum Brands Inc Consumer Cyclical	Added	143,968	+60,530	$22,384,144	+77.3%	0.92%
ABBV	AbbVie Inc. Healthcare	Reduced	101,872	-4,751	$22,156,141	−9.1%	0.91%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	105,734	-31,173	$22,021,220	−30.3%	0.91%
JNJ	Johnson & Johnson Healthcare	Reduced	88,108	-3,285	$21,537,119	+13.9%	0.89%
XEL	Xcel Energy Inc Utilities	Reduced	261,445	-8,860	$20,769,190	+4.0%	0.85%
GIL	Gildan Activewear Inc. Consumer Cyclical	Added	369,258	+166,503	$20,549,207	+62.3%	0.85%
GEV	GE Vernova Inc. Industrials	Added	22,956	+20,972	$20,038,292	+1445.4%	0.82%
FAST	Fastenal Co Industrials	Reduced	430,829	-5,708	$19,990,465	+14.1%	0.82%
MA	Mastercard Inc Financial Services	Reduced	35,971	-127	$17,973,269	−12.8%	0.74%
EW	Edwards Lifesciences Corp Healthcare	Added	223,417	+108,264	$17,891,233	+82.3%	0.74%
ORCL	Oracle Corp Technology	Added	119,259	+718	$17,544,191	−24.1%	0.72%
SYK	Stryker Corp Healthcare	Reduced	53,389	-1,273	$17,543,091	−8.7%	0.72%
GD	General Dynamics Corp Industrials	Reduced	50,922	-95	$17,477,448	+1.8%	0.72%
IBM	International Business Machines Corp Technology	Reduced	70,755	-596	$17,150,304	−18.9%	0.71%
IDXX	Idexx Laboratories Inc /De Healthcare	Reduced	30,214	-1,611	$16,976,944	−21.1%	0.70%
WCC	Wesco International Inc Industrials	Reduced	61,783	-9,933	$16,905,064	−3.6%	0.70%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	48,947	-9,288	$16,541,638	−6.5%	0.68%
APH	Amphenol Corp /De/ Technology	Reduced	130,486	-46,487	$16,486,906	−31.1%	0.68%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	22,651	-11,914	$16,486,756	−13.7%	0.68%
CB	Chubb Ltd Financial Services	Reduced	50,410	-181	$16,430,131	+4.1%	0.68%
JCI	Johnson Controls International plc Industrials	Added	124,484	+3,190	$16,301,179	+12.2%	0.67%
GNRC	Generac Holdings Inc. Industrials	NEW	82,924	NEW	$16,197,544	NEW	0.67%
CTVA	Corteva, Inc. Basic Materials	Reduced	191,895	-163,453	$16,063,530	−32.6%	0.66%
NBIX	Neurocrine Biosciences Inc Healthcare	Reduced	121,704	-574	$16,033,284	−7.6%	0.66%
MRK	Merck & Co., Inc. Healthcare	Reduced	132,533	-3,285	$15,942,394	+11.5%	0.66%
ABNB	Airbnb, Inc. Consumer Cyclical	Added	126,196	+116,296	$15,936,030	+1086.0%	0.66%