Azimuth Capital Investment Management LLC

Position in CSQ — Calamos Strategic Total Return Fund

CIK 1942364 BLOOMFIELD HILLS, MI

Position in CSQ

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$220,526

+$34,175 QoQ

Shares Held

10,726

-1.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#161

of 224 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Azimuth Capital Investment Management LLC holds $23,695,040 across 4 Asset Management names. CSQ ranks #4 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STT	State Street Corp	87,521	$14,843,561
2	BEN	Franklin Resources Inc	135,470	$4,507,086
3	BAM	Brookfield Asset Management Ltd.	91,948	$4,123,867
4	CSQ	Calamos Strategic Total Return Fund This page	10,726	$220,526

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$220,526	10,726	-1.5%	Shares	Sole	2026-08-12
2026-03-31	$186,351	10,885	0.0%	Shares	Sole	2026-05-12
2025-12-31	$208,992	10,885	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.