Latest Azimuth Capital Investment Management LLC Stock Portfolio

Azimuth Capital Investment Management LLC Performance:

2025 Q2: 7.51%YTD: 5.34%2024: 14.32%

Performance for 2025 Q2 is 7.51%, and YTD is 5.34%, and 2024 is 14.32%.

About Azimuth Capital Investment Management LLC and 13F Hedge Fund Stock Holdings

Azimuth Capital Investment Management LLC is a hedge fund based in BLOOMFIELD HILLS, MI. On 15-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $3.1 Billions. In it's latest 13F Holdings report, Azimuth Capital Investment Management LLC reported an equity portfolio of $2.7 Billions as of 30 Jun, 2025.

The top stock holdings of Azimuth Capital Investment Management LLC are MSFT, NVDA, AAPL. The fund has invested 4.6% of it's portfolio in MICROSOFT CORP and 3.3% of portfolio in NVIDIA CORP.

The fund managers got completely rid off GLOBANT SA, VF CORP (VFC) and STANLEY BLACK & DECKER INC (SWK) stocks. They significantly reduced their stock positions in BLACKROCK INC, UNITEDHEALTH GROUP INC (UNH) and AMPHENOL CORP CL A (APH). Azimuth Capital Investment Management LLC opened new stock positions in BARCLAYS PLC ADR, VIPER ENERGY INC (VNOM) and HEICO CORP CL A (HEI). The fund showed a lot of confidence in some stocks as they added substantially to YUM! BRANDS INC (YUM), ORACLE CORP (ORCL) and CORTEVA INC (CTVA).

Azimuth Capital Investment Management LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Azimuth Capital Investment Management LLC made a return of 7.51% in the last quarter. In trailing 12 months, it's portfolio return was 10.58%.

New Buys

Ticker	$ Bought
barclays plc adr	5,270,900
anheuser-busch inbev adr	4,659,770
viper energy inc	3,072,320
heico corp cl a	232,875
bank ozk	221,182
spdr bloomberg high yield bond	206,991
valley national bancorp	173,688

New stocks bought by Azimuth Capital Investment Management LLC

Additions

Ticker	% Inc.
yum! brands inc	1,538
oracle corp	296
corteva inc	241
penumbra inc	135
roper technologies inc	102
fastenal co	102
iron mountain inc	97.78
dominion energy inc	95.93

Additions to existing portfolio by Azimuth Capital Investment Management LLC

Reductions

Ticker	% Reduced
blackrock inc	-61.74
unitedhealth group inc	-46.26
brookfield asset management lt	-45.78
amphenol corp cl a	-45.59
merck & co inc	-43.15
techtronic industries co ltd a	-42.01
amazon.com inc	-40.83
eaton corp plc	-34.29

Azimuth Capital Investment Management LLC reduced stake in above stock

Sold off

Ticker	$ Sold
capgemini se adr	-3,710,020
globant sa	-5,639,850
vf corp	-340,819
icon plc	-2,942,460
ishares s&p pfd stock fund	-238,157
glaxosmithkline adr	-273,504
stanley black & decker inc	-282,534
otis worldwide corp	-203,304

Azimuth Capital Investment Management LLC got rid off the above stocks

Sector Distribution

Azimuth Capital Investment Management LLC has about 26.6% of it's holdings in Technology sector.

Sector	%
Technology	26.6
Financial Services	13.9
Others	12.5
Healthcare	11.8
Industrials	9.1
Communication Services	6.6
Consumer Defensive	5.4
Consumer Cyclical	5.3
Basic Materials	2.7
Energy	2.3
Utilities	2.1
Real Estate	1.8

Market Cap. Distribution

Azimuth Capital Investment Management LLC has about 85.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	48.3
MEGA-CAP	36.9
UNALLOCATED	12.8
MID-CAP	2

Stocks belong to which Index?

About 78.3% of the stocks held by Azimuth Capital Investment Management LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	78.3
Others	20.9

Top 5 Winners (%)		%
AVGO	broadcom inc	64.6 %
PLTR	palantir technologies inc cl a	61.5 %
CEG	constellation energy corp	60.1 %
ZS	zscaler inc	58.2 %
AXON	axon enterprise inc	57.4 %

Top 5 Winners ($)		$
NVDA	nvidia corp	36.8 M
AVGO	broadcom inc	30.0 M
MSFT	microsoft corp	26.3 M
NFLX	netflix inc	12.4 M
APH	amphenol corp cl a	11.3 M

Top 5 Losers (%)		%
NEOG	neogen corp	-44.9 %
UNH	unitedhealth group inc	-40.4 %
ESPR	esperion therapeutics inc	-31.6 %
FAST	fastenal co	-29.5 %
BDX	becton dickinson and co	-24.8 %

Top 5 Losers ($)		$
UNH	unitedhealth group inc	-10.7 M
FAST	fastenal co	-7.7 M
AAPL	apple inc	-7.5 M
PEP	pepsico inc	-3.6 M
LLY	eli lilly and co	-3.5 M

Azimuth Capital Investment Management LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Azimuth Capital Investment Management LLC

Azimuth Capital Investment Management LLC has 299 stocks in it's portfolio. About 23.4% of the portfolio is in top 10 stocks. UNH proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Azimuth Capital Investment Management LLC last quarter.

Last Reported on: 13 Aug, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.25	56,307	6,644,790	added	7.92

AAPL	apple inc	2.87	375,631	77,068,100	reduced	-15.00

AAXJ	ishares intermediate gov/credi	0.04	9,661	1,031,700	added	6.27

AAXJ	ishares broad usd inv grade co	0.01	4,818	247,838	added	6.88

AAXJ	ishares s&p pfd stock fund	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.76	109,277	20,284,100	added	1.09

ABNB	airbnb inc cl a	0.05	9,900	1,310,170	unchanged	0.00

ABT	abbott labs	0.32	62,644	8,520,160	reduced	-1.46

ACN	accenture plc cl a	0.36	32,043	9,577,330	added	4.96

ADBE	adobe inc	0.03	2,222	859,647	reduced	-3.27

ADI	analog devices inc	0.03	3,047	725,247	reduced	-11.6

ADP	automatic data processing inc	0.36	31,249	9,637,190	reduced	-12.35

ADSK	autodesk inc	0.83	72,408	22,415,300	reduced	-1.11

AEP	american electric power co inc	0.01	2,050	212,708	unchanged	0.00

AFK	vaneck gold miners etf	0.01	4,515	235,051	added	3.44

AFL	aflac inc	0.18	46,495	4,903,360	reduced	-0.96

ALL	allstate corp	0.03	4,300	865,633	reduced	-2.27

ALTS	proshares s&p 400 midcap div a	0.01	2,650	216,068	unchanged	0.00

AMAT	applied materials inc	0.06	9,113	1,668,320	reduced	-14.01

AMD	advanced micro devices inc	0.45	84,753	12,026,500	added	5.61