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
PPG
Ppg Industries Inc

Basic Materials
-100
- 1.65%
$91.66 - $115.04 $9.17K - $11.5K
5.95K $677K
ADI
Analog Devices Inc

Technology
-400
- 11.6%
$164.6 - $238.02 $65.8K - $95.2K
3.05K $725K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-90
- 1.02%
$32.66 - $40.75 $2.94K - $3.67K
8.7K $352K
SPY
Spdr S&P 500 ETF Trust

ETFs
-37
- 3.57%
$496.48 - $617.85 $18.4K - $22.9K
999 $617K
DTM
Dt Midstream, Inc.

Energy
-224
- 4.41%
$87.23 - $109.91 $19.5K - $24.6K
4.85K $533K
IVV
Ishares Core S&P 500 ETF

ETFs
-18
- 1.86%
$498.8 - $620.9 $8.98K - $11.2K
948 $588K
PNR
Pentair PLC

Industrials
-9
- 0.26%
$76.17 - $103.58 $686 - $932
3.4K $349K
CARR
Carrier Global Corp

Industrials
-100
- 1.59%
$55.55 - $75.83 $5.56K - $7.58K
6.21K $454K
PH
Parker Hannifin Corp

Industrials
-25
- 2.92%
$517.23 - $700.54 $12.9K - $17.5K
830 $579K
BX
Blackstone Inc.

Financial Services
-100
- 1.28%
$120.07 - $151.11 $12K - $15.1K
7.7K $1.15M
HBAN
Huntington Bancshares Inc

Financial Services
-233
- 0.55%
$12.49 - $16.76 $2.91K - $3.91K
41.9K $702K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-140
- 1.57%
$57.41 - $74.81 $8.04K - $10.5K
8.81K $654K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-31
- 1.17%
$272.36 - $339.57 $8.44K - $10.5K
2.61K $886K
ABT
Abbott Laboratories

Healthcare
-926
- 1.46%
$123.95 - $138.08 $115K - $128K
62.6K $8.52M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.98K
- 6.02%
$72.96 - $90.39 $218K - $270K
46.5K $4.16M
CEG
Constellation Energy Corp

Utilities
-35
- 3.44%
$170.96 - $322.76 $5.98K - $11.3K
981 $316K
AMAT
Applied Materials Inc

Technology
-1.49K
- 14.01%
$126.95 - $183.52 $189K - $273K
9.11K $1.67M
CAH
Cardinal Health Inc

Healthcare
-1.1K
- 9.15%
$125.0 - $168.0 $138K - $185K
10.9K $1.84M
ECL
Ecolab Inc.

Basic Materials
-613
- 2.81%
$225.65 - $270.95 $138K - $166K
21.2K $5.7M
META
Meta Platforms, Inc.

Communication Services
-11.4K
- 21.42%
$484.66 - $738.09 $5.52M - $8.41M
41.8K $30.9M
HON
Honeywell International Inc

Industrials
-273
- 2.19%
$182.86 - $232.88 $49.9K - $63.6K
12.2K $2.84M
CNI
Canadian National Railway CO

Industrials
-120
- 0.36%
$92.66 - $108.13 $11.1K - $13K
33.3K $3.46M
CAT
Caterpillar Inc

Industrials
-1.24K
- 10.5%
$273.94 - $388.21 $340K - $481K
10.6K $4.1M
GOOG
Alphabet Inc.

Communication Services
-800
- 4.72%
$146.58 - $180.01 $117K - $144K
16.2K $2.87M
GS
Goldman Sachs Group Inc

Financial Services
-16
- 1.07%
$462.22 - $707.75 $7.4K - $11.3K
1.49K $1.05M
NBIX
Neurocrine Biosciences Inc

Healthcare
-7.32K
- 9.23%
$87.54 - $128.18 $641K - $938K
72K $9.05M
MSCI
Msci Inc.

Financial Services
-143
- 0.44%
$506.56 - $576.74 $72.4K - $82.5K
32.1K $18.5M
MA
Mastercard Inc

Financial Services
-290
- 0.78%
$479.92 - $590.74 $139K - $171K
36.9K $20.7M
GE
General Electric CO

Industrials
-150
- 2.06%
$166.81 - $257.39 $25K - $38.6K
7.15K $1.84M
AXP
American Express CO

Financial Services
-353
- 3.23%
$231.39 - $318.98 $81.7K - $113K
10.6K $3.38M
RTX
Raytheon Technologies Corp

Industrials
-1.02K
- 2.01%
$113.75 - $148.48 $116K - $151K
49.7K $7.26M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-11.2K
- 5.59%
$45.98 - $56.15 $513K - $626K
188K $10.6M
GD
General Dynamics Corp

Industrials
-1.12K
- 2.15%
$247.68 - $291.66 $277K - $326K
50.9K $14.8M
XYL
Xylem Inc.

Industrials
-1.68K
- 1.79%
$102.86 - $129.5 $173K - $217K
92.1K $11.9M
WMT
Walmart Inc.

Consumer Defensive
-18.6K
- 6.86%
$81.79 - $99.98 $1.52M - $1.86M
252K $24.7M
ROK
Rockwell Automation, Inc

Industrials
-1.86K
- 8.73%
$218.97 - $332.17 $408K - $619K
19.5K $6.47M
COST
Costco Wholesale Corp

Consumer Defensive
-290
- 1.02%
$908.13 - $1056.85 $263K - $306K
28.1K $27.8M
CSCO
Cisco Systems, Inc.

Technology
-2.96K
- 1.91%
$53.19 - $69.38 $157K - $205K
152K $10.6M
VTI
Vanguard Total Stock Market Et

ETFs
-63
- 0.17%
$243.75 - $303.93 $15.4K - $19.1K
36.6K $11.1M
STT
State Street Corp

Financial Services
-8.25K
- 7.1%
$75.33 - $106.34 $621K - $877K
108K $11.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-14.6K
- 19.56%
$141.37 - $228.57 $2.06M - $3.33M
59.9K $13.6M
TTD
Trade Desk, Inc.

Technology
-4.45K
- 4.38%
$45.27 - $79.4 $201K - $353K
97.2K $6.99M
RMD
Resmed Inc

Healthcare
-1.68K
- 2.81%
$204.54 - $258.0 $344K - $433K
58.1K $15M
EMR
Emerson Electric CO

Industrials
-169
- 0.24%
$94.15 - $133.33 $15.9K - $22.5K
71.1K $9.48M
IBM
International Business Machines Corp

Technology
-6.86K
- 8.02%
$221.03 - $294.78 $1.52M - $2.02M
78.7K $23.2M
PANW
Palo Alto Networks Inc

Technology
-551
- 0.78%
$152.44 - $204.64 $84K - $113K
70K $14.3M
IDXX
Idexx Laboratories Inc

Healthcare
-423
- 1.75%
$361.04 - $536.34 $153K - $227K
23.8K $12.7M
BK
Bank Of New York Mellon Corp

Financial Services
-1.3K
- 0.32%
$73.31 - $91.62 $95.5K - $119K
408K $37.1M
JPM
Jpmorgan Chase & CO

Financial Services
-3.84K
- 3.59%
$210.28 - $289.91 $807K - $1.11M
103K $29.9M
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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