Azimuth Capital Investment Management LLC
Sector Allocation
- Technology33.1%$981.7M
- Healthcare12.3%$365.1M
- Financials10.8%$321.4M
- Industrials10.1%$298.1M
- Other8.9%$264.9M
- Consumer Staples6.3%$186.0M
- Consumer Discretionary5.7%$169.9M
- Energy3.7%$110.0M
- Utilities3.2%$95.3M
- Materials2.2%$65.7M
AUM History
13fpro.ai/research/fund/azimuth-capital-investment-management-llc-1942364
Conviction and streaks
Stable · top 10 = 25.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$129.6MNVDA
$123.6MAVGO
$94.0MMSFT
$83.2MGOOGL
$80.8MLLY
$73.9MAMD
$66.5MMPWR
$40.3MGEV
$38.8MMRVL
$38.0MPEP
$34.9MBAC
$33.3MODFL
$32.3MHSY
$31.2MAMZN
$31.1MJPM
$31.0MBNY
$30.3MXOM.R34088
$28.5MPANW
$27.6MBA
$27.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/azimuth-capital-investment-management-llc-1942364
Azimuth Capital Investment Management LLC 13F holdings — Q2 2026
$3.0B portfolio (+11.5% QoQ) · 313 holdings · Q2 2026 13F · top 10 are 26% of the stock portfolio
$129.6M
4.4% of stocks
-2%This quarter+13.8%Since filed10+ qtrsHeld$123.6M
4.2% of stocks
+6%This quarter-3.6%Since filed10+ qtrsHeld$94.0M
3.2% of stocks
-1%This quarter-20.9%Since filed10+ qtrsHeld$83.2M
2.8% of stocks
-8%This quarter+8.2%Since filed10+ qtrsHeld$80.8M
2.7% of stocks
-9%This quarter-8.2%Since filed10+ qtrsHeld$73.9M
2.5% of stocks
-7%This quarter+4.8%Since filed10+ qtrsHeld$66.5M
2.2% of stocks
-14%This quarter+10.0%Since filed10+ qtrsHeld$40.3M
1.4% of stocks
-19%This quarter-18.1%Since filed10+ qtrsHeld$38.8M
1.3% of stocks
+44%This quarter-17.8%Since filed9 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$38.0M
1.3% of stocks
-45%This quarter+7.7%Since filed7 qtrsHeld
All holdings — Azimuth Capital Investment Management LLC (Q2 2026)
313 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | PEPSICO INC | Consumer Staples | $34.9M | 1.2% | 258K | -6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | BANK OF AMERICA CORP /DE/ | Financials | $33.3M | 1.1% | 585K | -2% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | OLD DOMINION FREIGHT LINE, INC. | Industrials | $32.3M | 1.1% | 149K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | HERSHEY CO | Consumer Staples | $31.2M | 1.1% | 178K | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | AMAZON COM INC | Consumer Discretionary | $31.1M | 1.1% | 131K | +23% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | JPMORGAN CHASE & CO | Financials | $31.0M | 1.1% | 95K | -2% | 10+ qtrsTrimmed 9 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Bank of New York Mellon Corp | Financials | $30.3M | 1.0% | 210K | -4% | 10+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | EXXON MOBIL CORP | Energy | $28.5M | 1.0% | 209K | -1% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Palo Alto Networks Inc | Technology | $27.6M | 0.9% | 81K | +24% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | BOEING CO | Industrials | $27.6M | 0.9% | 127K | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | CrowdStrike Holdings, Inc. | Technology | $25.9M | 0.9% | 34K | +9% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | WEC ENERGY GROUP, INC. | Utilities | $25.7M | 0.9% | 220K | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | AbbVie Inc. | Healthcare | $25.5M | 0.9% | 101K | -0.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | UNITEDHEALTH GROUP INC | Healthcare | $25.1M | 0.8% | 60K | +134% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | CHEVRON CORP | Energy | $24.6M | 0.8% | 148K | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $SLB | SLB LIMITED/NV | Energy | $24.6M | 0.8% | 529K | -0.5% | |||
| 27 | $V | VISA INC. | Financials | $24.4M | 0.8% | 71K | -12% | |||
| 28 | $WMT | Walmart Inc. | Consumer Staples | $23.9M | 0.8% | 211K | -2% | |||
| 29 | $GNRC | GENERAC HOLDINGS INC. | Technology | $23.6M | 0.8% | 81K | -3% | |||
| 30 | $UNP | UNION PACIFIC CORP | Industrials | $23.0M | 0.8% | 85K | +90% | |||
| 31 | — | iShares MSCI Europe Financials - COM | — | $22.9M | 0.8% | 586K | -2% | |||
| 32 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $22.8M | 0.8% | 48K | -2% | |||
| 33 | $ASML | ASML HOLDING NV | Technology | $22.4M | 0.8% | 11K | -2% | |||
| 34 | $APH | AMPHENOL CORP /DE/ | Technology | $22.2M | 0.8% | 126K | -3% | |||
| 35 | — | iShares MSCI Emerging Markets - COM | — | $21.5M | 0.7% | 315K | -2% | |||
| 36 | $META | Meta Platforms, Inc. | Technology | $21.5M | 0.7% | 38K | -3% | |||
| 37 | $JNJ | JOHNSON & JOHNSON | Healthcare | $21.4M | 0.7% | 84K | -4% | |||
| 38 | $YUM | YUM BRANDS INC | Consumer Discretionary | $21.2M | 0.7% | 133K | -8% | |||
| 39 | $XEL | XCEL ENERGY INC | Utilities | $21.0M | 0.7% | 261K | +0.0% | |||
| 40 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $20.9M | 0.7% | 22K | -2% | |||
| 41 | $WCC | WESCO INTERNATIONAL INC | Consumer Discretionary | $20.6M | 0.7% | 60K | -3% | |||
| 42 | $FAST | FASTENAL CO | Industrials | $20.5M | 0.7% | 426K | -1% | |||
| 43 | $ROKU | ROKU, INC | Communication Services | $20.1M | 0.7% | 146K | New | |||
| 44 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $19.5M | 0.7% | 69K | -2% | |||
| 45 | $CMI | CUMMINS INC | Industrials | $19.3M | 0.7% | 27K | -0.3% | |||
| 46 | — | Murata Manufacturing Co - COM | — | $19.2M | 0.7% | 548K | -56% | |||
| 47 | $NBIX | NEUROCRINE BIOSCIENCES INC | Healthcare | $19.0M | 0.6% | 112K | -8% | |||
| 48 | $EW | Edwards Lifesciences Corp | Healthcare | $18.2M | 0.6% | 201K | -10% | |||
| 49 | $JCI | Johnson Controls International plc | Industrials | $18.1M | 0.6% | 124K | -0.6% | |||
| 50 | $NOK | NOKIA CORP | Technology | $18.0M | 0.6% | 1.36M | -8% | |||
| 51 | $TXN | TEXAS INSTRUMENTS INC | Technology | $17.9M | 0.6% | 60K | +0.3% | |||
| 52 | $ABNB | Airbnb, Inc. | Technology | $17.8M | 0.6% | 124K | -2% | |||
| 53 | $GD | GENERAL DYNAMICS CORP | Industrials | $17.8M | 0.6% | 50K | -2% | |||
| 54 | $SYK | STRYKER CORP | Healthcare | $17.5M | 0.6% | 56K | +4% | |||
| 55 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $17.2M | 0.6% | 208K | -40% | |||
| 56 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $17.2M | 0.6% | 22K | -5% | |||
| 57 | $CB | Chubb Ltd | Financials | $17.0M | 0.6% | 50K | -1% | |||
| 58 | $MRK | Merck & Co., Inc. | Healthcare | $16.6M | 0.6% | 129K | -3% | |||
| 59 | $CSCO | CISCO SYSTEMS, INC. | Technology | $16.1M | 0.5% | 137K | -7% | |||
| 60 | $CPAY | CORPAY, INC. | Financials | $16.0M | 0.5% | 48K | -8% | |||
| 61 | $CTVA | Corteva, Inc. | Consumer Staples | $15.9M | 0.5% | 188K | -2% | |||
| 62 | $HEI | HEICO CORP | Industrials | $15.9M | 0.5% | 45K | -4% | |||
| 63 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $15.7M | 0.5% | 64K | -0.2% | |||
| 64 | — | Vanguard US Tot Mkt ETF - COM | — | $15.5M | 0.5% | 42K | -0.3% | |||
| 65 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $14.9M | 0.5% | 42K | -0.9% | |||
| 66 | $STT | STATE STREET CORP | Financials | $14.8M | 0.5% | 88K | -14% | |||
| 67 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $14.7M | 0.5% | 69K | -1% | |||
| 68 | $C | CITIGROUP INC | Financials | $14.5M | 0.5% | 104K | -24% | |||
| 69 | $LIN | LINDE PLC | Materials | $14.3M | 0.5% | 27K | -2% | |||
| 70 | $CVS | CVS HEALTH Corp | Healthcare | $14.0M | 0.5% | 136K | +25% | |||
| 71 | $KO | COCA COLA CO | Consumer Staples | $12.7M | 0.4% | 156K | -0.2% | |||
| 72 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $12.5M | 0.4% | 59K | -12% | |||
| 73 | $MA | Mastercard Inc | Financials | $12.3M | 0.4% | 24K | -34% | |||
| 74 | $DUK | Duke Energy CORP | Utilities | $12.2M | 0.4% | 96K | +0.4% | |||
| 75 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $12.1M | 0.4% | 96K | -0.5% | |||
| 76 | $BLK | BlackRock, Inc. | Financials | $12.0M | 0.4% | 13K | -2% | |||
| 77 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $12.0M | 0.4% | 283K | +1% | |||
| 78 | — | Disco Corp ADR - COM | — | $11.9M | 0.4% | 237K | New | |||
| 79 | $SHW | SHERWIN WILLIAMS CO | Materials | $11.8M | 0.4% | 34K | -0.1% | |||
| 80 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $11.8M | 0.4% | 115K | -1% | |||
| 81 | $GIL | Gildan Activewear Inc. | Consumer Discretionary | $11.7M | 0.4% | 226K | -39% | |||
| 82 | — | Schneider Electric SA ADR - COM | — | $11.6M | 0.4% | 178K | New | |||
| 83 | — | Compagnie Fin Richemon ADR - COM | — | $11.6M | 0.4% | 502K | New | |||
| 84 | $FCX | FREEPORT-MCMORAN INC | Materials | $11.4M | 0.4% | 181K | New | |||
| 85 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $11.1M | 0.4% | 22K | -7% | |||
| 86 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $11.1M | 0.4% | 28K | -9% | |||
| 87 | — | WisdomTree Europe Hedged Equit - COM | — | $11.0M | 0.4% | 194K | -2% | |||
| 88 | $MSCI | MSCI Inc. | Financials | $11.0M | 0.4% | 20K | -4% | |||
| 89 | $AZN | ASTRAZENECA PLC | Healthcare | $10.9M | 0.4% | 57K | -2% | |||
| 90 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $10.6M | 0.4% | 73K | -0.2% | |||
| 91 | $RMD | RESMED INC | Healthcare | $10.6M | 0.4% | 54K | +0.4% | |||
| 92 | — | DSV A/S ADR - COM | — | $10.6M | 0.4% | 89K | -2% | |||
| 93 | — | Vanguard Total Bond Market ETF - ETF | — | $10.6M | 0.4% | 144K | +0.8% | |||
| 94 | $BUD | Anheuser-Busch InBev SA/NV | Consumer Staples | $10.6M | 0.4% | 128K | +0.4% | |||
| 95 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $10.4M | 0.3% | 180K | -2% | |||
| 96 | $PFG | PRINCIPAL FINANCIAL GROUP INC | Financials | $10.4M | 0.3% | 96K | -1% | |||
| 97 | $SO | SOUTHERN CO | Utilities | $10.0M | 0.3% | 104K | -3% | |||
| 98 | $AXON | AXON ENTERPRISE, INC. | Industrials | $9.9M | 0.3% | 18K | -4% | |||
| 99 | $TRNO | Terreno Realty Corp | Real Estate | $9.9M | 0.3% | 152K | -4% | |||
| 100 | $WELL | WELLTOWER INC. | Real Estate | $9.8M | 0.3% | 43K | -0.4% | |||
| 101 | $SAIA | SAIA INC | Industrials | $9.8M | 0.3% | 23K | New | |||
| 102 | $DIS | Walt Disney Co | Communication Services | $9.7M | 0.3% | 101K | -2% | |||
| 103 | $PFE | PFIZER INC | Healthcare | $9.6M | 0.3% | 399K | -0.8% | |||
| 104 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $9.5M | 0.3% | 18K | -40% | |||
| 105 | $IRM | IRON MOUNTAIN INC | Real Estate | $9.5M | 0.3% | 75K | -0.1% | |||
| 106 | $TMUS | T-Mobile US, Inc. | Communication Services | $9.4M | 0.3% | 56K | -4% | |||
| 107 | $EMR | EMERSON ELECTRIC CO | Industrials | $9.1M | 0.3% | 64K | -3% | |||
| 108 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $8.9M | 0.3% | 18K | -4% | |||
| 109 | $ARM | ARM HOLDINGS PLC /UK | Technology | $8.8M | 0.3% | 25K | New | |||
| 110 | $LMT | LOCKHEED MARTIN CORP | Industrials | $8.7M | 0.3% | 17K | +2% | |||
| 111 | $UBER | Uber Technologies, Inc | Technology | $8.5M | 0.3% | 118K | -14% | |||
| 112 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $8.5M | 0.3% | 51K | -2% | |||
| 113 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $8.5M | 0.3% | 17K | -5% | |||
| 114 | $BCS | BARCLAYS PLC | Financials | $7.8M | 0.3% | 292K | -2% | |||
| 115 | $RTX | RTX Corp | Industrials | $7.8M | 0.3% | 41K | -1% | |||
| 116 | $A | AGILENT TECHNOLOGIES, INC. | Healthcare | $7.4M | 0.3% | 56K | -6% | |||
| 117 | $WMS | ADVANCED DRAINAGE SYSTEMS, INC. | Materials | $7.3M | 0.3% | 47K | -9% | |||
| 118 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $7.3M | 0.3% | 12K | New | |||
| 119 | $VNOM | Viper Energy, Inc. | Energy | $7.3M | 0.2% | 171K | +4% | |||
| 120 | $SR | SPIRE INC | Energy | $7.2M | 0.2% | 93K | +8% | |||
| 121 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $7.1M | 0.2% | 32K | +3% | |||
| 122 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $6.9M | 0.2% | 120K | +0.2% | |||
| 123 | — | Invesco S&P 500 Eq Wt ETF - COM | — | $6.9M | 0.2% | 32K | +2% | |||
| 124 | $MMM | 3M CO | Healthcare | $6.7M | 0.2% | 42K | -4% | |||
| 125 | $WY | WEYERHAEUSER CO | Real Estate | $6.7M | 0.2% | 281K | +0.2% | |||
| 126 | $NOW | ServiceNow, Inc. | Technology | $6.7M | 0.2% | 68K | -22% | |||
| 127 | $AMGN | AMGEN INC | Healthcare | $6.7M | 0.2% | 19K | +1% | |||
| 128 | $INTC | INTEL CORP | Technology | $6.7M | 0.2% | 48K | -19% | |||
| 129 | $NFLX | NETFLIX INC | Communication Services | $6.6M | 0.2% | 92K | -13% | |||
| 130 | — | iShares S&P Smallcap 600 Growt - COM | — | $6.5M | 0.2% | 37K | -9% | |||
| 131 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $6.5M | 0.2% | 13K | -3% | |||
| 132 | — | Techtronic Industries Co Ltd A - COM | — | $6.5M | 0.2% | 79K | -2% | |||
| 133 | — | iShares MSCI Japan ETF - COM | — | $6.4M | 0.2% | 68K | -48% | |||
| 134 | $VEEV | VEEVA SYSTEMS INC | Technology | $6.2M | 0.2% | 35K | -23% | |||
| 135 | $MCD | MCDONALDS CORP | Consumer Discretionary | $6.2M | 0.2% | 23K | -2% | |||
| 136 | — | Vanguard Total Intl Stk ETF - COM | — | $6.1M | 0.2% | 72K | -0.8% | |||
| 137 | $KMI | KINDER MORGAN, INC. | Energy | $6.1M | 0.2% | 191K | +2% | |||
| 138 | — | DBS Group Holdings Ltd ADR - COM | — | $6.1M | 0.2% | 30K | -1% | |||
| 139 | $MDT | Medtronic plc | Healthcare | $6.1M | 0.2% | 78K | -25% | |||
| 140 | $ORCL | ORACLE CORP | Technology | $6.0M | 0.2% | 41K | -66% | |||
| 141 | $CNI | CANADIAN NATIONAL RAILWAY CO | Industrials | $5.9M | 0.2% | 49K | -0.4% | |||
| 142 | — | Airbus SE ADR - COM | — | $5.8M | 0.2% | 104K | -46% | |||
| 143 | $GOOG | Alphabet Inc. | Technology | $5.8M | 0.2% | 16K | +2% | |||
| 144 | $ECL | ECOLAB INC. | Materials | $5.6M | 0.2% | 20K | +1% | |||
| 145 | — | Industria De Diseno TE ADR - COM | — | $5.5M | 0.2% | 352K | New | |||
| 146 | — | Epiroc Aktiebolag ADR - COM | — | $5.5M | 0.2% | 200K | New | |||
| 147 | $AFL | AFLAC INC | Financials | $5.5M | 0.2% | 46K | -0.3% | |||
| 148 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $5.4M | 0.2% | 35K | -2% | |||
| 149 | $ABT | ABBOTT LABORATORIES | Healthcare | $5.3M | 0.2% | 59K | -4% | |||
| 150 | $D | DOMINION ENERGY, INC | Utilities | $5.3M | 0.2% | 77K | -3% |
What changed in Q2 2026
Against the previous quarter's 13F: 26 new, 55 added to, 184 trimmed, 14 sold out. Share-count changes; largest moves by dollar size first.
New positions (26)
first bought this quarter
$ROKUROKU, INC$20.1M
first bought this quarter
- Disco Corp ADR - COM$11.9M
first bought this quarter
- Schneider Electric SA ADR - COM$11.6M
first bought this quarter
- Compagnie Fin Richemon ADR - COM$11.6M
first bought this quarter
$FCXFREEPORT-MCMORAN INC$11.4M
first bought this quarter
+20 more in the Excel export
Added to (55)
$UNHUNITEDHEALTH GROUP INC+134%
now $25.1M · held 10+ qtrs
now $38.8M · held 9 qtrs, 2 adds in a row
$UNPUNION PACIFIC CORP+90%
now $23.0M · held 10+ qtrs, 2 adds in a row
now $123.6M · held 10+ qtrs, 3 adds in a row
now $31.1M · held 10+ qtrs
now $27.6M · held 10+ qtrs
+49 more in the Excel export
Trimmed (184)
now $38.0M · held 7 qtrs
- Murata Manufacturing Co - COM-56%
now $19.2M
$ORCLORACLE CORP-66%
now $6.0M · held 10+ qtrs
$WFCWELLS FARGO & COMPANY/MN-40%
now $17.2M · held 10+ qtrs, 3 trims in a row
now $66.5M · held 10+ qtrs
now $40.3M · held 10+ qtrs
+178 more in the Excel export
Holdings by quarter
Every 13F Azimuth Capital Investment Management LLC has filed, 16 earlier quarters. Pick one to see what it held then.
Is it too late to follow Azimuth Capital Investment Management?
Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Azimuth Capital Investment Management's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-0.9%
Value-weighted move of the 10 largest stock positions
Turnover
8%
Last quarter; 26% over the last 4
Top 10 weight
26%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
91%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Azimuth Capital Investment Management LLC disclosed 313 positions worth $3.0B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 4.4% of the equity portfolio, followed by $NVDA and $AVGO. During the quarter the fund opened 26 new positions and exited 14 — including a new stake in $ODFL and a full exit from $ADSK. The portfolio is most concentrated in Technology (33.1% of disclosed assets). All figures are sourced directly from Azimuth Capital Investment Management LLC’s Form 13F-HR filing with the SEC under CIK 1942364.
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AI-Powered Hedge Fund Analysis: Azimuth Capital Investment Management LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Azimuth Capital Investment Management LLC (SEC CIK: 1942364), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Azimuth Capital Investment Management LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.