Azimuth Capital Investment Management LLC
Position in DCI — DONALDSON Co INC
CIK 1942364
BLOOMFIELD HILLS, MI
Position in DCI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$480,269
+$26,215 QoQ
Shares Held
5,350
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#352
of 626 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DCI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Azimuth Capital Investment Management LLC holds $66,374,319 across 9 Specialty Industrial Machinery names. DCI ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GNRC |
Generac Holdings Inc.
|
80,589 | $23,597,265 | |
| 2 | CMI |
Cummins Inc
|
27,079 | $19,313,013 | |
| 3 | EMR |
Emerson Electric Co
|
63,637 | $9,109,636 | |
| 4 | ROK |
Rockwell Automation, Inc
|
17,092 | $8,461,907 | |
| 5 | NDSN |
Nordson Corp
|
11,908 | $3,592,524 | |
| 6 | ITW |
Illinois Tool Works Inc
|
3,432 | $928,253 | |
| 7 | PH |
Parker-Hannifin Corp
|
705 | $689,574 | |
| 8 | DCI |
DONALDSON Co INC
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|
5,350 | $480,269 |
All Filings in DCI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $480,269 | 5,350 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $454,054 | 5,350 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $478,764 | 5,400 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $474,730 | 5,800 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $402,230 | 5,800 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $388,948 | 5,800 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $390,630 | 5,800 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $427,460 | 5,800 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $415,048 | 5,800 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $433,144 | 5,800 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $395,367 | 6,050 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $363,804 | 6,100 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $381,311 | 6,100 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $398,574 | 6,100 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $359,107 | 6,100 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $210,743 | 4,300 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $207,002 | 4,300 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||