Latest Azimuth Capital Investment Management LLC Stock Portfolio

Azimuth Capital Investment Management LLC Performance:

2025 Q4: 0.96%YTD: 11.35%2024: 39.32%

Performance for 2025 Q4 is 0.96%, and YTD is 11.35%, and 2024 is 39.32%.

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 2026-02-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Azimuth Capital Investment Management LLC reported an equity portfolio of $2.8 Billions as of 31 Dec, 2025.

The top stock holdings of Azimuth Capital Investment Management LLC are MSFT, AAPL, NVDA. The fund has invested 4.4% of it's portfolio in MICROSOFT CORP and 4.1% of portfolio in APPLE INC.

The fund managers got completely rid off MARSH & MCLENNAN COMPANIES INC (MMC), FISERV INC and ASTRAZENECA PLC ADR (AZN) stocks. They significantly reduced their stock positions in ROPER TECHNOLOGIES INC (ROP), DUPONT DE NEMOURS INC (DD) and NETFLIX INC (NFLX). Azimuth Capital Investment Management LLC opened new stock positions in XCEL ENERGY INC (XEL), WESCO INT'L (WCC) and CUMMINS INC (CMI). The fund showed a lot of confidence in some stocks as they added substantially to CVS HEALTH CORP (CVS), HERSHEY CO (HSY) and VANGUARD S&P 500 ETF (VB).

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 0.96% in the last quarter. In trailing 12 months, it's portfolio return was 11.35%.

Performance
S&P 500

New Buys

Ticker	$ Bought
xcel energy inc	19,964,700
wesco int'l	17,544,600
cummins inc	13,128,300
gildan activewear inc	12,664,100
astrazeneca plc	10,707,100
nokia corp adr	9,846,950
edwards lifesciences corp	9,816,790
marsh & mclennan companies inc	9,675,420

New stocks bought by Azimuth Capital Investment Management LLC

Additions

Ticker	% Inc.
cvs health corp	1,734
hershey co	555
vanguard s&p 500 etf	312
best buy co inc	124
dsv a/s adr	111
neurocrine biosciences inc	73.01
ishares s&p smallcap 600	51.31
dominion energy inc	45.5

Additions to existing portfolio by Azimuth Capital Investment Management LLC

Reductions

Ticker	% Reduced
roper technologies inc	-97.17
dupont de nemours inc	-65.02
netflix inc	-58.84
intercontinental exchange inc	-58.59
mercadolibre inc	-56.95
ingredion inc	-56.37
tesla inc	-44.64
t-mobile us inc	-43.39

Azimuth Capital Investment Management LLC reduced stake in above stock

Sold off

Ticker	$ Sold
chipotle mexican grill inc	-7,038,170
london stock exchange group pl	-4,238,080
astrazeneca plc adr	-8,920,620
fiserv inc	-9,227,910
marsh & mclennan companies inc	-11,091,000
nice ltd adr	-4,015,760
novo nordisk adr	-230,283
unilever plc adr	-221,411

Azimuth Capital Investment Management LLC got rid off the above stocks

Sector Distribution

Azimuth Capital Investment Management LLC has about 27.3% of it's holdings in Technology sector.

Sector	%
Technology	27.3
Others	13.3
Financial Services	12.7
Healthcare	12.6
Industrials	9.5
Communication Services	5.7
Consumer Defensive	5.4
Consumer Cyclical	4.8
Utilities	3
Energy	2.2
Basic Materials	2.1
Real Estate	1.5

Market Cap. Distribution

Azimuth Capital Investment Management LLC has about 85.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	44.5
LARGE-CAP	41
UNALLOCATED	13.3

Stocks belong to which Index?

About 78.5% of the stocks held by Azimuth Capital Investment Management LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	78.5
Others	20.4

Top 5 Winners (%)		%
GMED	globus medical inc	48.9 %
LLY	eli lilly and co	40.5 %
ESPR	esperion therapeutics inc	39.6 %
GM	general motors co	33.2 %
CAH	cardinal health inc	30.0 %

Top 5 Winners ($)		$
LLY	eli lilly and co	20.1 M
GOOG	alphabet inc cl a	18.1 M
AAPL	apple inc	7.0 M
AMD	advanced micro devices inc	6.5 M
WFC	wells fargo & co	4.9 M

Top 5 Losers (%)		%
ORCL	oracle corp	-29.5 %
VEEV	veeva systems inc	-24.9 %
	wallbridge mining co ltd	-23.9 %
ZS	zscaler inc	-23.4 %
	nintendo co ltd adr	-21.9 %

Top 5 Losers ($)		$
ORCL	oracle corp	-10.7 M
MSFT	microsoft corp	-8.8 M
VEEV	veeva systems inc	-5.2 M
NFLX	netflix inc	-5.1 M
AXON	axon enterprise inc	-4.2 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 307 stocks in it's portfolio. About 27.1% of the portfolio is in top 10 stocks. ORCL proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for Azimuth Capital Investment Management LLC last quarter.

Last Reported on: 12 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.28	57,965	7,887,300	added	2.6

AAPL	apple inc	4.06	415,934	113,076,000	added	5.42

AAXJ	ishares intermediate gov/credi	0.04	10,125	1,086,920	added	3.85

AAXJ	ishares broad usd inv grade co	0.01	5,158	267,030	added	4.03

ABBV	abbvie inc	0.87	106,623	24,362,300	reduced	-0.53

ABNB	airbnb inc cl a	0.05	9,900	1,343,630	unchanged	0.00

ABT	abbott labs	0.27	60,422	7,570,220	reduced	-2.16

ACN	accenture plc cl a	0.29	30,401	8,156,590	reduced	-2.58

ADBE	adobe inc	0.03	2,202	770,678	reduced	-0.9

ADI	analog devices inc	0.03	2,847	772,106	reduced	-3.39

ADP	automatic data processing inc	0.28	30,360	7,809,500	reduced	-0.37

ADSK	autodesk inc	0.74	69,255	20,500,200	reduced	-2.32

AEP	american electric power co inc	0.01	2,050	236,385	unchanged	0.00

AFK	vaneck gold miners etf	0.01	4,130	354,230	reduced	-8.53

AFL	aflac inc	0.18	46,395	5,115,980	unchanged	0.00

ALL	allstate corp	0.03	4,100	853,415	reduced	-4.65

ALTS	proshares s&p 400 midcap div a	0.01	2,650	223,183	unchanged	0.00

AMAT	applied materials inc	0.08	8,268	2,124,790	reduced	-8.16

AMD	advanced micro devices inc	1.00	130,890	28,031,400	added	13.19

AMGN	amgen inc	0.21	18,143	5,938,380	reduced	-3.04