Grufity logo
Grufity logo

Latest Azimuth Capital Investment Management LLC Stock Portfolio

$2.66Billion | No. of Holdings #300

Azimuth Capital Investment Management LLC Performance

2026 Q1-2.16%
YTD-2.16%
2025+11.35%

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 2026-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Azimuth Capital Investment Management LLC reported an equity portfolio of $2.7 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of Azimuth Capital Investment Management LLC are AAPL, NVDA, MSFT. The fund has invested 4.3% of it's portfolio in APPLE INC and 3.8% of portfolio in NVIDIA CORP. <br><br> The fund managers got completely rid off WORKDAY INC CL A (WDAY), XYLEM INC (XYL) and MARSH & MCLENNAN COMPANIES INC stocks. They significantly reduced their stock positions in PENUMBRA INC (PEN), SALESFORCE INC (CRM) and ZOETIS INC (ZTS). Azimuth Capital Investment Management LLC opened new stock positions in GENERAC HLDGS INC (GNRC), MURATA MANUFACTURING CO and MARSH & MCLENNAN COMPANIES INC (MMC). The fund showed a lot of confidence in some stocks as they added substantially to AIRBNB INC CL A (ABNB), GE VERNOVA INC and THERMO FISHER SCIENTIFIC INC (TMO).
Azimuth Capital Investment Management LLC Equity Portfolio Value
Last Reported on: 12 May, 2026
$2.66Billion
  as of May 12, 2026

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 -2.16% in the last quarter. In trailing 12 months, it's portfolio return was 11.4%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
generac hldgs inc16,197,500
murata manufacturing co13,463,100
marsh & mclennan companies inc8,977,250
advanced drain sys inc7,040,120
fifth third bancorp1,502,420
lyondellbasell industries nv358,492
apa corp297,080
phillips 66248,858
New stocks bought by Azimuth Capital Investment Management LLC

Additions

Ticker% Inc.
airbnb inc cl a1,174
ge vernova inc1,057
thermo fisher scientific inc630
cvs health corp111
edwards lifesciences corp94.02
viper energy inc84.33
slb ltd83.26
gildan activewear inc82.12
Additions to existing portfolio by Azimuth Capital Investment Management LLC

Reductions

Ticker% Reduced
penumbra inc-97.56
salesforce inc-95.2
zoetis inc-87.33
paychex inc-71.87
berkshire hathaway inc cl a-50.00
astrazeneca plc-49.73
corteva inc-46.00
mtu aero engines ag adr-45.77
Azimuth Capital Investment Management LLC reduced stake in above stock

Sold off

Ticker$ Sold
daiichi sankyo co ltd adr-3,985,560
costar group inc-6,324,800
xylem inc-12,633,400
workday inc cl a-16,264,900
marsh & mclennan companies inc-9,675,420
check point software technolog-4,360,850
comerica inc-1,698,790
tyler technologies inc-6,973,130
Azimuth Capital Investment Management LLC got rid off the above stocks

Sector Distribution

Azimuth Capital Investment Management LLC has about 24.4% of it's holdings in Technology sector.

  • Technology
  • Others
  • Healthcare
  • Financial Services
  • Industrials
  • Consumer Defensive
  • Communication Services
  • Consumer Cyclical
  • Energy
  • Utilities
  • Basic Materials
  • Real Estate
Sector%
Technology24.4
Others14.5
Healthcare12.2
Financial Services10.6
Industrials9.5
Consumer Defensive6.8
Communication Services5.6
Consumer Cyclical5.4
Energy4
Utilities3.4
Basic Materials2
Real Estate1.5

Market Cap. Distribution

Azimuth Capital Investment Management LLC has about 84.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP43.2
LARGE-CAP41
UNALLOCATED14.5

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.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50079.1
Others19.8
RUSSELL 20001.1
Top 5 Winners (%)%
astrazeneca plc
86.0 %
DOW
dow inc
77.1 %
GLW
corning inc
54.8 %
VLO
valero energy corp
51.8 %
MPC
marathon petroleum corp
49.4 %
Top 5 Winners ($)$
XOM
exxon mobil corp
10.6 M
astrazeneca plc
9.2 M
CVX
chevron corp
6.9 M
MPWR
monolithic power systems inc
6.8 M
SLB
slb ltd
5.3 M
Top 5 Losers (%)%
TEAM
atlassian corp
-54.2 %
INTU
intuit inc
-32.0 %
ADBE
adobe inc
-30.4 %
NOW
servicenow inc
-29.3 %
ACN
accenture plc cl a
-26.1 %
Top 5 Losers ($)$
MSFT
microsoft corp
-28.3 M
LLY
eli lilly and co
-10.1 M
AVGO
broadcom inc
-9.2 M
AAPL
apple inc
-7.9 M
NVDA
nvidia corp
-7.0 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 300 stocks in it's portfolio. About 25.3% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Azimuth Capital Investment Management LLC last quarter.

$2.66BTotal Value
317Positions
12 May, 2026Last Reported
Current holdings of Current Stock Holdings of Azimuth Capital Investment Management LLC, last reported on 12 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Intermediate Gov/Credi

Ishares Intermediate Gov/Credi

AAXJ
Azimuth Capital Investment Management LLC's holding in Ishares Intermediate Gov/Credi over time
0.04%9,705
$1.04M
0.04%
decreased 4.15 percentreduced
AAXJ
Ishares Broad Usd Inv Grade Co

Ishares Broad Usd Inv Grade Co

AAXJ
Azimuth Capital Investment Management LLC's holding in Ishares Broad Usd Inv Grade Co over time
0.01%5,088
$260.7K
0.01%
decreased 1.36 percentreduced
AFK
Vaneck Gold Miners Etf

Vaneck Gold Miners Etf

AFK
Azimuth Capital Investment Management LLC's holding in Vaneck Gold Miners Etf over time
0.01%3,510
$322.1K
0.01%
decreased 15.01 percentreduced
ALTS
Proshares S&P 400 Midcap Div A

Proshares S&P 400 Midcap Div A

ALTS
Azimuth Capital Investment Management LLC's holding in Proshares S&P 400 Midcap Div A over time
0.01%3,475
$300.3K
0.01%
increased 31.13 percentadded