Azimuth Capital Investment Management LLC
311 holdingsFiling period: 2026-06-30Current AUM: $3.00Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 447.9K | $129.6M | $152.1M | 5.06% | -6,898 | 2026-06-30 |
| 2 | — | NVIDIA Corp | 617.6K | $123.6M | $123.6M | 4.11% | +33.9K | 2026-06-30 |
| 3 | — | Broadcom Inc | 248.8K | $94.0M | $94.0M | 3.13% | -3,045 | 2026-06-30 |
| 4 | MSFT | Microsoft Corp | 222.9K | $83.2M | $118.6M | 3.95% | -19,898 | 2026-06-30 |
| 5 | — | Alphabet Inc Cl A | 226.0K | $80.8M | $80.8M | 2.69% | -22,965 | 2026-06-30 |
| 6 | LLY | Eli Lilly and Co | 61.6K | $73.9M | $79.1M | 2.63% | -4,987 | 2026-06-30 |
| 7 | AMD | Advanced Micro Devices Inc | 114.4K | $66.5M | $61.2M | 2.04% | -17,916 | 2026-06-30 |
| 8 | MPWR | Monolithic Power Systems Inc | 29.1K | $40.3M | $36.4M | 1.21% | -6,949 | 2026-06-30 |
| 9 | — | GE Vernova Inc | 33.1K | $38.8M | $38.8M | 1.29% | +10.1K | 2026-06-30 |
| 10 | MRVL | Marvell Technology Inc | 127.4K | $38.0M | $30.6M | 1.02% | -105,324 | 2026-06-30 |
| 11 | PEP | PepsiCo Inc | 258.0K | $34.9M | $34.6M | 1.15% | -17,116 | 2026-06-30 |
| 12 | BAC | Bank of America Corp | 584.8K | $33.3M | $29.6M | 0.99% | -13,700 | 2026-06-30 |
| 13 | ODFL | Old Dominion Freight Line | 149.3K | $32.3M | $28.1M | 0.94% | -- | 2026-06-30 |
| 14 | HSY | Hershey Co | 177.6K | $31.2M | $30.1M | 1.00% | -2,287 | 2026-06-30 |
| 15 | AMZN | Amazon.com Inc | 130.6K | $31.1M | $34.3M | 1.14% | +24.8K | 2026-06-30 |
| 16 | — | JPMorgan Chase & Co | 94.7K | $31.0M | $31.0M | 1.03% | -2,290 | 2026-06-30 |
| 17 | BK | Bank of New York Mellon Corp | 209.6K | $30.3M | $30.3M | 1.01% | -9,028 | 2026-06-30 |
| 18 | — | ExxonMobil Holdings Corp | 208.7K | $28.5M | $28.5M | 0.95% | -- | 2026-06-30 |
| 19 | PANW | Palo Alto Networks Inc | 81.1K | $27.6M | $27.6M | 0.92% | +15.4K | 2026-06-30 |
| 20 | BA | Boeing Co | 127.4K | $27.6M | $24.3M | 0.81% | -1,906 | 2026-06-30 |
| 21 | CRWD | CrowdStrike Holdings Inc | 33.9K | $25.9M | $30.8M | 1.03% | +2.7K | 2026-06-30 |
| 22 | — | WEC Energy Group Inc | 220.2K | $25.7M | $25.7M | 0.86% | -5,387 | 2026-06-30 |
| 23 | — | AbbVie Inc | 101.4K | $25.5M | $25.5M | 0.85% | -511 | 2026-06-30 |
| 24 | — | UnitedHealth Group Inc | 60.3K | $25.1M | $25.1M | 0.83% | +34.6K | 2026-06-30 |
| 25 | CVX | Chevron Corp | 148.5K | $24.6M | $33.5M | 1.12% | -1,839 | 2026-06-30 |
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