SEC Form 13F

Azimuth Capital Investment Management LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-13
Reported value$2,963,910,799
Positions312

Largest disclosed positions

IssuerTickerClassReported valueReported amount
Apple IncAAPLCOM$129,616,870447,943
NVIDIA CorpNVDACOM$123,585,633617,650
Broadcom IncAVGOCOM$93,982,689248,796
Microsoft CorpMSFTCOM$83,163,907222,948
Alphabet Inc Cl AGOOGLCOM$80,769,194226,010
Eli Lilly and CoLLYCOM$73,898,08261,611
Advanced Micro Devices IncAMDCOM$66,469,465114,423
Monolithic Power Systems IncMPWRCOM$40,259,85329,124
GE Vernova IncGEVCOM$38,831,47333,052
Marvell Technology IncMRVLCOM$37,955,356127,414

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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