Azimuth Capital Investment Management LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.62 Billion distributed in 299 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $122M, Nvidia Corp with a value of $89.3M, Apple Inc. with a value of $77.1M, Broadcom Inc. with a value of $76.3M, and Eli Lilly & CO with a value of $55.2M.

Examining the 13F form we can see an increase of $204M in the current position value, from $2.41B to 2.62B.

Azimuth Capital Investment Management LLC is based out at Bloomfield Hills, MI

Below you can find more details about Azimuth Capital Investment Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.62 Billion
Technology: $724 Million
Financial Services: $415 Million
Healthcare: $334 Million
Industrials: $296 Million
Communication Services: $192 Million
Consumer Defensive: $161 Million
Consumer Cyclical: $141 Million
ETFs: $115 Million
Other: $229 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 299
  • Current Value $2.62 Billion
  • Prior Value $2.41 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 100 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 157 stocks
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