Azimuth Capital Investment Management LLC Reduced Holdings in Q2 2025

Azimuth Capital Investment Management LLC

  • $2.62 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CL
Colgate Palmolive CO

Consumer Defensive
-450
- 0.91%
$87.57 - $96.0 $39.4K - $43.2K
48.8K $4.43M
HD
Home Depot, Inc.

Consumer Cyclical
-504
- 1.11%
$335.24 - $380.78 $169K - $192K
44.7K $16.4M
UPS
United Parcel Service Inc

Industrials
-1.08K
- 15.19%
$91.92 - $110.2 $98.8K - $118K
6K $605K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.29K
- 0.67%
$63.54 - $68.5 $82K - $88.4K
191K $12.9M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.87K
- 4.58%
$119.13 - $135.03 $222K - $252K
38.8K $4.8M
T
At&T Inc.

Communication Services
-9.53K
- 5.05%
$26.33 - $28.94 $251K - $276K
179K $5.19M
SNA
Snap On Inc

Industrials
-325
- 17.21%
$292.36 - $342.2 $95K - $111K
1.56K $486K
ETN
Eaton Corp PLC

Industrials
-1.3K
- 34.29%
$246.52 - $356.99 $320K - $464K
2.49K $889K
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
-511
- 1.08%
$97.38 - $108.84 $49.8K - $55.6K
46.9K $4.66M
RGA
Reinsurance Group Of America Inc

Financial Services
-1.02K
- 1.76%
$168.32 - $209.71 $171K - $213K
56.7K $11.3M
CMS
Cms Energy Corp

Utilities
-500
- 4.94%
$68.57 - $75.51 $34.3K - $37.8K
9.62K $666K
GPC
Genuine Parts CO

Consumer Cyclical
-850
- 18.93%
$105.54 - $129.09 $89.7K - $110K
3.64K $441K
DTE
Dte Energy CO

Utilities
-303
- 3.53%
$127.39 - $139.49 $38.6K - $42.3K
8.28K $1.1M
IWM
Ishares Russell 2000 ETF

ETFs
-980
- 12.33%
$174.82 - $215.79 $171K - $211K
6.97K $1.5M
CSGP
Costar Group, Inc.

Real Estate
-2.52K
- 2.36%
$72.62 - $83.22 $183K - $209K
104K $8.38M
QCOM
Qualcomm Inc

Technology
-815
- 7.63%
$124.66 - $159.48 $102K - $130K
9.87K $1.57M
VCIT
Vanguard Intermediate Term Cor

ETFs
-924
- 14.41%
$79.56 - $82.92 $73.5K - $76.6K
5.49K $455K
TRV
Travelers Companies, Inc.

Financial Services
-367
- 3.62%
$233.83 - $276.34 $85.8K - $101K
9.77K $2.61M
KHC
Kraft Heinz CO

Consumer Defensive
-730
- 8.1%
$25.61 - $30.81 $18.7K - $22.5K
8.28K $213K
ENB
Enbridge Inc

Energy
-1.64K
- 12.0%
$41.09 - $47.16 $67.6K - $77.5K
12.1K $546K
CMCSA
Comcast Corp

Communication Services
-1.15K
- 12.13%
$32.84 - $36.72 $37.8K - $42.2K
8.33K $297K
GM
General Motors CO

Consumer Cyclical
-1.3K
- 22.54%
$42.48 - $50.46 $55.1K - $65.4K
4.45K $219K
ED
Consolidated Edison Inc

Utilities
-50
- 1.2%
$98.05 - $113.3 $4.9K - $5.67K
4.1K $411K
ALL
Allstate Corp

Financial Services
-100
- 2.27%
$180.53 - $212.64 $18.1K - $21.3K
4.3K $865K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-375
- 7.64%
$90.85 - $102.31 $34.1K - $38.4K
4.54K $456K
GIS
General Mills Inc

Consumer Defensive
-100
- 2.09%
$50.37 - $60.97 $5.04K - $6.1K
4.69K $242K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-875
- 0.7%
$72.02 - $73.82 $63K - $64.6K
125K $9.19M
NEE
Nextera Energy Inc

Utilities
-100
- 0.42%
$64.11 - $75.0 $6.41K - $7.5K
23.9K $1.66M
EXC
Exelon Corp

Utilities
-200
- 1.66%
$42.2 - $47.37 $8.44K - $9.47K
11.9K $514K
CRM
Salesforce, Inc.

Technology
-799
- 1.93%
$236.26 - $291.15 $189K - $233K
40.7K $11.1M
AVY
Avery Dennison Corp

Industrials
-125
- 4.12%
$159.58 - $183.97 $19.9K - $23K
2.91K $510K
INTC
Intel Corp

Technology
-200
- 0.27%
$18.13 - $22.69 $3.63K - $4.54K
73.8K $1.65M
DHR
Danaher Corp

Healthcare
-50
- 2.59%
$174.64 - $205.16 $8.73K - $10.3K
1.88K $370K
CTAS
Cintas Corp

Industrials
-200
- 16.67%
$190.11 - $227.66 $38K - $45.5K
1K $222K
MO
Altria Group, Inc.

Consumer Defensive
-150
- 1.46%
$55.56 - $60.91 $8.33K - $9.14K
10.1K $592K
SPGI
S&P Global Inc.

Financial Services
-75
- 8.2%
$438.31 - $527.29 $32.9K - $39.5K
840 $442K
ADBE
Adobe Inc.

Technology
-75
- 3.27%
$340.0 - $420.68 $25.5K - $31.6K
2.22K $859K
BSX
Boston Scientific Corp

Healthcare
-372
- 12.72%
$89.7 - $107.41 $33.4K - $40K
2.55K $274K
INGR
Ingredion Inc

Consumer Defensive
-140
- 3.17%
$123.22 - $140.95 $17.3K - $19.7K
4.28K $579K
GRMN
Garmin LTD

Technology
-10
- 0.82%
$173.63 - $218.07 $1.74K - $2.18K
1.2K $251K
Corpay Inc
-98
- 0.32%
N/A
30.3K $0
Brookfield Asset Management Lt
-76.9K
- 45.78%
N/A
91K $0
Atlassian Corp
-3.86K
- 8.17%
N/A
43.4K $0
Black Rock Inc
-20.5K
- 61.74%
N/A
12.7K $0
TTNDY
Techtronic Industries Company Limited

Industrials
-58.1K
- 42.01%
N/A
80.2K $0
Linde PLC
-407
- 1.5%
N/A
26.8K $0
CINF
Cincinnati Financial Corp

Financial Services
-25
- 0.58%
$126.6 - $151.6 $3.17K - $3.79K
4.3K $640K
PM
Philip Morris International Inc.

Consumer Defensive
-600
- 12.57%
$149.23 - $184.95 $89.5K - $111K
4.18K $760K
F
Ford Motor CO

Consumer Cyclical
-11.5K
- 7.24%
$8.69 - $10.85 $99.9K - $125K
147K $1.6M
Activity Summary
Buys All Purchases 107 New Holdings 7 Increased Positions 100 Sells All Sells 157 Reductions 157 Sold out 0 Options Calls 0 Puts 0
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