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Latest Azimuth Capital Investment Management LLC Stock Portfolio

Azimuth Capital Investment Management LLC Performance:
2025 Q3: 3.97%YTD: 9.76%2024: 14.27%
Performance for 2025 Q3 is 3.97%, and YTD is 9.76%, and 2024 is 14.27%.

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 $2.8 Billions as of 30 Sep, 2025.

The top stock holdings of Azimuth Capital Investment Management LLC are MSFT, NVDA, AAPL. The fund has invested 4.7% of it's portfolio in MICROSOFT CORP and 3.8% of portfolio in NVIDIA CORP.

The fund managers got completely rid off REINSURANCE GROUP OF AMERICA I (RGA), BOOZ ALLEN HAMILTON HOLDING CO (BAH) and TRADE DESK INC CL A (TTD) stocks. They significantly reduced their stock positions in DOW INC (DOW), LONDON STOCK EXCHANGE GROUP PL and TARGET CORP (TGT). Azimuth Capital Investment Management LLC opened new stock positions in JOHNSON CONTROLS INT'L (JCI), DSV A/S ADR and EVERCORE INC (EVR). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES S&P SMALLCAP 600 (IJR), ORACLE CORP (ORCL) and HDFC BANK LTD ADR (HDB).

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 3.97% in the last quarter. In trailing 12 months, it's portfolio return was 9.73%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
johnson controls int'l12,441,900
dsv a/s adr4,245,250
viper energy inc3,269,340
evercore inc236,124
novo nordisk adr230,283
eversource energy224,589
atmos energy corp217,706
cvs health corp210,564
New stocks bought by Azimuth Capital Investment Management LLC

Additions

Ticker% Inc.
ishares s&p smallcap 600178
oracle corp105
hdfc bank ltd adr104
linde plc81.45
experian plc adr75.82
principal financial group inc71.02
dominion energy inc67.12
airbus se adr45.53
Additions to existing portfolio by Azimuth Capital Investment Management LLC

Reductions

Ticker% Reduced
dow inc-86.54
london stock exchange group pl-57.3
target corp-44.88
daiichi sankyo co ltd adr-44.86
fiserv inc-41.75
vanguard intermediate-term cor-33.42
united parcel service inc-29.17
ishares russell 2000 etf-27.38
Azimuth Capital Investment Management LLC reduced stake in above stock

Sold off

Ticker$ Sold
dassault systemes se adr-4,356,420
trade desk inc cl a-6,993,970
booz allen hamilton holding co-9,685,030
viper energy inc-3,072,320
reinsurance group of america i-11,252,800
cogent communications holdings-2,152,820
constellation brands inc cl a-6,640,760
baxter international inc-257,380
Azimuth Capital Investment Management LLC got rid off the above stocks

Sector Distribution

Azimuth Capital Investment Management LLC has about 28.4% of it's holdings in Technology sector.

Sector%
Technology28.4
Financial Services13.6
Others12
Healthcare11.5
Industrials8.9
Communication Services6.7
Consumer Cyclical5.1
Consumer Defensive4.7
Basic Materials2.8
Utilities2.2
Energy2.2
Real Estate1.8

Market Cap. Distribution

Azimuth Capital Investment Management LLC has about 86% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP46.2
MEGA-CAP39.8
UNALLOCATED12.3
MID-CAP1.7

Stocks belong to which Index?

About 80.2% of the stocks held by Azimuth Capital Investment Management LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50080.2
Others19
Top 5 Winners (%)%
ESPR
esperion therapeutics inc
169.2 %
wallbridge mining co ltd
80.3 %
GLW
corning inc
53.6 %
INTC
intel corp
49.1 %
AFK
vaneck gold miners etf
46.8 %
Top 5 Winners ($)$
AAPL
apple inc
19.0 M
GOOG
alphabet inc cl a
17.8 M
NVDA
nvidia corp
16.2 M
AVGO
broadcom inc
14.4 M
BK
bank of new york mellon corp
7.2 M
Top 5 Losers (%)%
HDB
hdfc bank ltd adr
-48.1 %
CMG
chipotle mexican grill inc
-29.5 %
TEAM
atlassian corp
-21.2 %
FTNT
fortinet inc
-20.5 %
fiserv inc
-19.9 %
Top 5 Losers ($)$
HDB
hdfc bank ltd adr
-8.2 M
fiserv inc
-4.2 M
NFLX
netflix inc
-4.0 M
AXON
axon enterprise inc
-3.3 M
ISRG
intuitive surgical inc
-3.3 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 298 stocks in it's portfolio. About 25.3% of the portfolio is in top 10 stocks. HDB proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Azimuth Capital Investment Management LLC last quarter.

Last Reported on: 14 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions