Q2 2026 13F · SEC CIK 1942364

Azimuth Capital Investment Management LLC

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $3.0B
Reported positions: 312
Top holdings a year, 3 yrs: +23.0%
Assets under management: $4.0B

Azimuth Capital Investment Management LLC is a wealth manager that reported 312 positions worth $3.0B in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Apple Inc (AAPL, 4.4%), Nvidia Corporation Com (NVDA, 4.2%), Broadcom Inc (AVGO, 3.2%). A portfolio copying its top holdings returned 23.0% a year over the last 3 years, against 20.4% for the S&P 500.

Azimuth Capital Investment Management LLC holdings largest 50 of 312 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Azimuth Capital Investment Management LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	4.4%	4.3%	447,943	-1.5%	$129.6M
NVDANvidia Corporation Com	4.2%	3.8%	617,650	+5.8%	$123.6M
AVGOBroadcom Inc	3.2%	2.9%	248,796	-1.2%	$94.0M
MSFTMicrosoft Corp	2.8%	3.4%	222,948	-8.2%	$83.2M
GOOGLAlphabet Inc	2.7%	2.7%	226,010	-9.2%	$80.8M
LLYLilly Eli & Co	2.5%	2.3%	61,611	-7.5%	$73.9M
AMDAdvanced Micro Devices Inc	2.2%	1.0%	114,423	-13.5%	$66.5M
MPWRMonolithic Power Systms Inc	1.4%	1.5%	29,124	-19.3%	$40.3M
GEVGe Vernova Inc	1.3%	0.8%	33,052	+44.0%	$38.8M
MRVLMarvell Technology Inc	1.3%	0.9%	127,414	-45.3%	$38.0M
PEPPepsico Inc	1.2%	1.6%	257,953	-6.2%	$34.9M
BACBank of Amer Corp	1.1%	1.1%	584,771	-2.3%	$33.3M
ODFLOld Dominion Freight Line in	1.1%	—	149,275	—	$32.3M
HSYHershey Co.	1.1%	1.4%	177,571	-1.3%	$31.2M
AMZNAmazon Com Inc Com	1.1%	0.8%	130,567	+23.5%	$31.1M
JPMJpmorgan Chase & Co	1.0%	1.1%	94,747	-2.4%	$31.0M
BNYBank of New York Mellon Corp	1.0%	1.0%	209,578	-4.1%	$30.3M
XOMExxon Mobil Corp	1.0%	—	208,690	—	$28.5M
PANWPalo Alto Networks Inc	0.9%	—	81,069	—	$27.6M
BABoeing Co	0.9%	1.0%	127,423	-1.5%	$27.6M
CRWDCrowdstrike Hldgs Inc Class A	0.9%	—	33,921	—	$25.9M
WECWEC Energy Group Inc.	0.9%	1.0%	220,175	-2.4%	$25.7M
ABBVAbbvie Inc	0.9%	0.8%	101,361	-0.5%	$25.5M
UNHUnitedhealth Group Inc Com	0.8%	—	60,311	—	$25.1M
CVXChevron Corp New	0.8%	1.2%	148,458	-1.2%	$24.6M
SLBSlb Limited	0.8%	1.0%	529,279	-0.5%	$24.6M
VVisa Inc Com Cl A	0.8%	0.9%	71,235	-11.8%	$24.4M
WMTWalmart Inc	0.8%	1.0%	210,958	-2.4%	$23.9M
GNRCGenerac Hldgs Inc	0.8%	0.6%	80,589	-2.8%	$23.6M
UNPUnion Pac Corp	0.8%	—	84,566	—	$23.0M
EUFNIshares Tr	0.8%	0.8%	586,140	-1.9%	$22.9M
TSMTaiwan Semiconductor Manufac	0.8%	0.6%	47,818	-2.3%	$22.8M
ASMLAsml Hldg NV	0.8%	—	11,239	—	$22.4M
APHAmphenol Corp	0.8%	0.6%	126,032	-3.4%	$22.2M
EEMIshares	0.7%	0.7%	314,986	-1.7%	$21.5M
METAMeta Platforms Inc Class A	0.7%	0.8%	38,210	-3.1%	$21.5M
JNJJohnson & Johnson	0.7%	0.8%	84,238	-4.4%	$21.4M
YUMYum Brands Inc	0.7%	0.8%	132,530	-7.9%	$21.2M
XELXcel Energy Inc	0.7%	0.8%	261,474	+0.0%	$21.0M
COSTCostco Whsl Corp New	0.7%	0.9%	22,381	-2.0%	$20.9M
WCCWESCO International Inc	0.7%	0.6%	59,754	-3.3%	$20.6M
FASTFastenal Co	0.7%	0.8%	426,187	-1.1%	$20.5M
ROKURoku Inc	0.7%	—	145,768	—	$20.1M
IBMInternational Business Machs	0.7%	0.6%	69,295	-2.1%	$19.5M
CMICummins Inc	0.7%	—	27,079	—	$19.3M
MRAAYMurata Manufacturing Co	0.6%	—	547,502	—	$19.2M
NBIXNeurocrine Biosciences Inc	0.6%	0.6%	112,466	-7.6%	$19.0M
EWEdwards Lifesciences Corp	0.6%	0.7%	201,325	-9.9%	$18.2M
JCIJohnson Controls Internation	0.6%	0.6%	123,777	-0.6%	$18.1M
NOKNokia Corp	0.6%	—	1,356,215	—	$18.0M

What Azimuth Capital Investment Management LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

Reduced

MRVL Marvell Technology Inc-45.3% shares
MPWR Monolithic Power Systms Inc-19.3% shares
AMD Advanced Micro Devices Inc-13.5% shares
V Visa Inc Com Cl A-11.8% shares
EW Edwards Lifesciences Corp-9.9% shares
GOOGL Alphabet Inc-9.2% shares
MSFT Microsoft Corp-8.2% shares
YUM Yum Brands Inc-7.9% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.7% /yr; S&P 500 +20.1%
3 years: +23.0% /yr; S&P 500 +20.4%
5 years: +18.2% /yr; S&P 500 +15.9%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$3.0B	312
Q1 2026	$2.7B	299
Q4 2025	$2.8B	306
Q3 2025	$2.8B	297
Q2 2025	$2.7B	298
Q1 2025	$2.5B	301
Q4 2024	$2.6B	299
Q3 2024	$2.6B	302
Q2 2024	$2.5B	303
Q1 2024	$2.4B	307
Q4 2023	$2.2B	301
Q3 2023	$2.0B	291

Questions about Azimuth Capital Investment Management LLC's portfolio

What stocks does Azimuth Capital Investment Management LLC own?

Azimuth Capital Investment Management LLC's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 312 positions worth $3.0B. The largest are Apple Inc (AAPL) at 4.4%, Nvidia Corporation Com (NVDA) at 4.2%, Broadcom Inc (AVGO) at 3.2%, Microsoft Corp (MSFT) at 2.8% and Alphabet Inc (GOOGL) at 2.7%.

What did Azimuth Capital Investment Management LLC buy last quarter?

In Q2 2026, Azimuth Capital Investment Management LLC added Ge Vernova Inc (GEV) (+44.0% shares), Amazon Com Inc Com (AMZN) (+23.5% shares) and Nvidia Corporation Com (NVDA) (+5.8% shares), compared with its Q1 2026 filing.

What did Azimuth Capital Investment Management LLC sell last quarter?

In Q2 2026, Azimuth Capital Investment Management LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Wells Fargo Co New (WFC), cut from its top 50 Gildan Activewear Inc (GIL), cut from its top 50 Mastercard Inc. (MA), cut from its top 50 Oracle Corp (ORCL), Marvell Technology Inc (MRVL) (-45.3% shares), Monolithic Power Systms Inc (MPWR) (-19.3% shares) and Advanced Micro Devices Inc (AMD) (-13.5% shares), compared with its Q1 2026 filing.

How has Azimuth Capital Investment Management LLC's portfolio performed?

A portfolio copying Azimuth Capital Investment Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.7% against +20.1%. Over 5 years: +18.2% a year against +15.9%.

When is Azimuth Capital Investment Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Azimuth Capital Investment Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Azimuth Capital Investment Management LLC manage?

Azimuth Capital Investment Management LLC reported $4.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $3.0B.