Azimuth Capital Investment Management LLC 13F Holdings

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Disclosed positions

Azimuth Capital Investment Management LLC: source evidence dated 2026-08-13T03:59:59.999Z.

Issuer: Apple Inc
Ticker: AAPL
Class: COM
Reported value: $129,616,870
Reported amount: 447,943
Unit: SH
Option: None

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What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001942364-26-000003

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Disclosed positions

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Apple Inc	AAPL	COM	$129,616,870	447,943	SH	None
NVIDIA Corp	NVDA	COM	$123,585,633	617,650	SH	None
Broadcom Inc	AVGO	COM	$93,982,689	248,796	SH	None
Microsoft Corp	MSFT	COM	$83,163,907	222,948	SH	None
Alphabet Inc Cl A	GOOGL	COM	$80,769,194	226,010	SH	None
Eli Lilly and Co	LLY	COM	$73,898,082	61,611	SH	None
Advanced Micro Devices Inc	AMD	COM	$66,469,465	114,423	SH	None
Monolithic Power Systems Inc	MPWR	COM	$40,259,853	29,124	SH	None
GE Vernova Inc	GEV	COM	$38,831,473	33,052	SH	None
Marvell Technology Inc	MRVL	COM	$37,955,356	127,414	SH	None
PepsiCo Inc	PEP	COM	$34,926,817	257,953	SH	None
Bank of America Corp	BAC	COM	$33,320,252	584,771	SH	None
Old Dominion Freight Line	ODFL	COM	$32,332,965	149,275	SH	None
Hershey Co	HSY	COM	$31,154,832	177,571	SH	None
Amazon.com Inc	AMZN	COM	$31,119,339	130,567	SH	None
JPMorgan Chase & Co	JPM	COM	$31,013,536	94,747	SH	None
Bank of New York Mellon Corp	BNY	COM	$30,307,075	209,578	SH	None
ExxonMobil Holdings Corp	XOM	COM	$28,532,044	208,690	SH	None
Palo Alto Networks Inc	PANW	COM	$27,646,150	81,069	SH	None
Boeing Co	BA	COM	$27,583,257	127,423	SH	None
CrowdStrike Holdings Inc	CRWD	COM	$25,886,472	33,921	SH	None
WEC Energy Group Inc	WEC	COM	$25,709,835	220,175	SH	None
AbbVie Inc	ABBV	COM	$25,506,521	101,361	SH	None
UnitedHealth Group Inc	UNH	COM	$25,067,082	60,311	SH	None
Chevron Corp	CVX	COM	$24,608,461	148,458	SH	None
SLB Ltd	SLB	COM	$24,606,181	529,279	SH	None
Visa Inc Cl A	V	COM	$24,440,016	71,235	SH	None
Walmart Inc	WMT	COM	$23,893,082	210,958	SH	None
Generac Hldgs Inc	GNRC	COM	$23,597,265	80,589	SH	None
Union Pacific Corp	UNP	COM	$23,001,952	84,566	SH	None
iShares MSCI Europe Financials	EUFN	COM	$22,853,599	586,140	SH	None
Taiwan Semiconductor Mfg Co Lt	TSM	COM	$22,836,442	47,818	SH	None
ASML Holding NV ADR	ASML	COM	$22,359,316	11,239	SH	None
Amphenol Corp Cl A	APH	COM	$22,221,962	126,032	SH	None
iShares MSCI Emerging Markets	EEM	COM	$21,548,192	314,986	SH	None
Meta Platforms Inc	META	COM	$21,523,062	38,210	SH	None
Johnson & Johnson	JNJ	COM	$21,393,925	84,238	SH	None
Yum! Brands Inc	YUM	COM	$21,186,246	132,530	SH	None
Xcel Energy Inc	XEL	COM	$20,996,362	261,474	SH	None
Costco Wholesale Corp	COST	COM	$20,936,791	22,381	SH	None
WESCO Int'l	WCC	COM	$20,640,824	59,754	SH	None
Fastenal Co	FAST	COM	$20,469,762	426,187	SH	None
Roku Inc	ROKU	COM	$20,136,392	145,768	SH	None
IBM	IBM	COM	$19,486,372	69,295	SH	None
Cummins Inc	CMI	COM	$19,313,014	27,079	SH	None
Murata Manufacturing Co	MRAAY	COM	$19,193,230	547,502	SH	None
Neurocrine Biosciences Inc	NBIX	COM	$18,954,457	112,466	SH	None
Edwards Lifesciences Corp	EW	COM	$18,211,859	201,325	SH	None
Johnson Controls Int'l	JCI	COM	$18,085,057	123,777	SH	None
Nokia Corp ADR	NOK	COM	$18,010,535	1,356,215	SH	None

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 8 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.