Azimuth Capital Investment Management Llc
13F Holdings
Filed: 2025-05-13
Portfolio Value
2.51B
arrow_downward
-2.42%
Number of Holdings
lock
info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0001942364
Filing Date
2025-05-13 11:22:02
Address
200 E. Long Lake Road
Bloomfield Hills
MI
Prior Value
2.57B
Top 10 Holdings %
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Portfolio Value
Azimuth Capital Investment Management Llc
(13F - 2025-03-31)
Value
98.17M
Shares
Portfolio %
3.91%
Value
81.00M
Shares
Portfolio %
3.23%
Nvidia Corp
-
2025-05-13
Value
80.44M
Shares
Portfolio %
3.20%
Value
61.61M
Shares
Portfolio %
2.45%
Alphabet Inc Cl A
-
2025-05-13
Value
48.95M
Shares
Portfolio %
1.95%
Broadcom Inc
-
2025-05-13
Value
46.42M
Shares
Portfolio %
1.85%
Visa Inc Cl A
-
2025-05-13
Value
40.92M
Shares
Portfolio %
1.63%
Value
37.91M
Shares
Portfolio %
1.51%
Value
37.31M
Shares
Portfolio %
1.49%
Value
35.08M
Shares
Portfolio %
1.40%
Top Increases | Azimuth Capital Investment Management Llc
(2024-12-31 → 2025-03-31)
Value Change
arrow_upward 19.71M
Shares
Portfolio % Change
arrow_upward 0.79%
Portfolio %
1.06%
Value Change
arrow_upward 15.00M
Shares
Portfolio % Change
arrow_upward 0.62%
Portfolio %
1.49%
Netflix Inc
-
2025-05-13
Value Change
arrow_upward 14.64M
Shares
Portfolio % Change
arrow_upward 0.60%
Portfolio %
1.13%
Value Change
arrow_upward 11.55M
Shares
Portfolio % Change
arrow_upward 0.51%
Portfolio %
2.45%
London Stock Exchange Group Pl
-
2025-05-13
Value Change
arrow_upward 7.63M
Shares
Portfolio % Change
arrow_upward 0.31%
Portfolio %
0.50%
Value Change
arrow_upward 6.28M
Shares
Portfolio % Change
arrow_upward 0.26%
Portfolio %
0.67%
Exxon Mobil Corp
-
2025-05-13
Value Change
arrow_upward 5.10M
Shares
Portfolio % Change
arrow_upward 0.22%
Portfolio %
1.06%
Idexx Laboratories Inc
-
2025-05-13
Value Change
arrow_upward 5.03M
Shares
Portfolio % Change
arrow_upward 0.21%
Portfolio %
0.40%
Value Change
arrow_upward 4.83M
Shares
Portfolio % Change
arrow_upward 0.20%
Portfolio %
0.66%
Visa Inc Cl A
-
2025-05-13
Value Change
arrow_upward 4.06M
Shares
Portfolio % Change
arrow_upward 0.20%
Portfolio %
1.63%
Top Decreases | Azimuth Capital Investment Management Llc
(2024-12-31 → 2025-03-31)
Wallbridge Mining Co Ltd
WM.TO
2025-05-13
Value Change
arrow_downward -70.00
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Value Change
arrow_downward -12532.00
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.01%
Value Change
arrow_downward -30055.00
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.04%
Dt Midstream Inc
-
2025-05-13
Value Change
arrow_downward -18759.00
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.02%
Private Bancorp Of America Inc
-
2025-05-13
Value Change
arrow_downward -14716.00
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.01%
Value Change
arrow_downward -24094.00
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.02%
Ishares Core S&p 500 Etf
IVV
2025-05-13
Value Change
arrow_downward -25867.00
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.02%
Comcast Corp Cl A
-
2025-05-13
Value Change
arrow_downward -21174.00
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.01%
Spdr S&p 500 Etf Trust
-
2025-05-13
Value Change
arrow_downward -27651.00
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.02%
Ishares Russell 1000 Etf
IWB
2025-05-13
Value Change
arrow_downward -33637.00
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.03%
Azimuth Capital Investment Management Llc
(13F - 2025-03-31)
Comparing to 2024-12-31
New/Increased Position added or increased from
previous period
Closed/Decreased Position closed or decreased
from previous period
arrow_upward
Increase
arrow_downward
Decrease
| Company | Ticker | Type | Shares | Value | Current % | Previous % | % Change | $ Change | $ Change % | Shares Change | Status | Qtr End Price | Filing Date |
|---|
New Positions | Azimuth Capital Investment Management Llc
(2024-12-31 → 2025-03-31)
Uber Technologies Inc
-
2025-05-13
Value
add_circle 9.77M
Shares
Portfolio %
0.39%
% Change
0.39%
Nintendo Co Ltd Adr
NTDOY
2025-05-13
Value
add_circle 8.32M
Shares
Portfolio %
0.33%
% Change
0.33%
Value
add_circle 2.40M
Shares
Portfolio %
0.10%
% Change
0.10%
Value
add_circle 246.64K
Shares
Portfolio %
0.01%
% Change
0.01%
Value
add_circle 224.00K
Shares
Portfolio %
0.01%
% Change
0.01%
Value
add_circle 220.61K
Shares
Portfolio %
0.01%
% Change
0.01%
Proshares S&p 400 Midcap Div A
-
2025-05-13
Value
add_circle 213.72K
Shares
Portfolio %
0.01%
% Change
0.01%
Zscaler Inc
-
2025-05-13
Value
add_circle 208.34K
Shares
Portfolio %
0.01%
% Change
0.01%
Value
add_circle 203.91K
Shares
Portfolio %
0.01%
% Change
0.01%
Vaneck Gold Miners Etf
-
2025-05-13
Value
add_circle 200.66K
Shares
Portfolio %
0.01%
% Change
0.01%
Closed Positions | Azimuth Capital Investment Management Llc
(2024-12-31 → 2025-03-31)
Walgreens Boots Alliance Inc
-
2025-02-13
Value
remove_circle 113.83K
Shares
Previous %
4.40%
% Change
-4.40%
Nike Inc
-
2025-02-13
Value
remove_circle 202.04K
Shares
Previous %
4.40%
% Change
-4.40%
Shyft Group Inc.
-
2025-02-13
Value
remove_circle 299.37K
Shares
Previous %
4.40%
% Change
-4.40%
Microchip Technology
-
2025-02-13
Value
remove_circle 361.02K
Shares
Previous %
4.40%
% Change
-4.40%
Spdr S&p 500 Growth
-
2025-02-13
Value
remove_circle 1.05M
Shares
Previous %
4.40%
% Change
-4.40%
1/100 Berkshire Cla 100=1 Brk
-
2025-02-13
Value
remove_circle 2.04M
Shares
Previous %
4.40%
% Change
-4.40%
West Pharmaceutical Services
-
2025-02-13
Value
remove_circle 9.44M
Shares
Previous %
4.40%
% Change
-4.40%
Tencent Holdings Ltd-Uns Adr
-
2025-02-13
Value
remove_circle 10.81M
Shares
Previous %
4.40%
% Change
-4.40%