Funds › Azimuth Capital Investment Management LLC
Azimuth Capital Investment Management LLC
13F for Q3 2026, filed Nov 13, 2026. 314 positions worth $3.0B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 13, 2026
Reported value
$3.0B
+$16.2M (0.5%) vs Q2 2026
Positions
314
313 in Q2 2026
Top 10 share
26.9%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | 429,322 | $143.0M | 4.8% | -4.2% | 13F ↗ |
| 2 | NVDA NVIDIA Corporation | 615,503 | $140.6M | 4.7% | -0.3% | 13F ↗ |
| 3 | MSFT Microsoft Corporation | 221,094 | $113.4M | 3.8% | -0.8% | 13F ↗ |
| 4 | AVGO Broadcom Inc. | 225,583 | $79.2M | 2.7% | -9.3% | 13F ↗ |
| 5 | LLY Eli Lilly and Company | 61,314 | $70.9M | 2.4% | -0.5% | 13F ↗ |
| 6 | GOOGL Alphabet Inc. Class A | 201,305 | $69.3M | 2.3% | -10.9% | 13F ↗ |
| 7 | AMD Advanced Micro Devices, Inc. | 106,141 | $64.9M | 2.2% | -7.2% | 13F ↗ |
| 8 | MRVL Marvell Technology, Inc. | 177,605 | $46.9M | 1.6% | +39.4% | 13F ↗ |
| 9 | MPWR Monolithic Power Systems, Inc. | 28,954 | $39.0M | 1.3% | -0.6% | 13F ↗ |
| 10 | CRWD CrowdStrike Holdings, Inc. | 133,881 | $35.4M | 1.2% | -1.3% | 13F ↗ |
| 11 | XOM ExxonMobil Holdings Corporation | 207,898 | $33.8M | 1.1% | -0.4% | 13F ↗ |
| 12 | SLB SLB Limited | 671,502 | $32.7M | 1.1% | +26.9% | 13F ↗ |
| 13 | UNP Union Pacific Corporation | 116,603 | $31.7M | 1.1% | +37.9% | 13F ↗ |
| 14 | GEV GE Vernova Inc. | 33,182 | $31.5M | 1.1% | +0.4% | 13F ↗ |
| 15 | JPM JPMorgan Chase & Co. | 93,813 | $31.0M | 1.0% | -1.0% | 13F ↗ |
| 16 | BAC Bank of America Corporation | 563,993 | $30.7M | 1.0% | -3.6% | 13F ↗ |
| 17 | PANW Palo Alto Networks, Inc. | 76,459 | $30.4M | 1.0% | -5.7% | 13F ↗ |
| 18 | CVX Chevron Corporation | 147,422 | $30.1M | 1.0% | -0.7% | 13F ↗ |
| 19 | AMZN Amazon.com, Inc. | 119,635 | $29.8M | 1.0% | -8.4% | 13F ↗ |
| 20 | UNH UnitedHealth Group Incorporated | 80,082 | $29.4M | 1.0% | +32.8% | 13F ↗ |
| 21 | FAST Fastenal Company | 590,405 | $29.2M | 1.0% | +38.5% | 13F ↗ |
| 22 | META Meta Platforms, Inc. | 37,503 | $27.2M | 0.9% | -1.9% | 13F ↗ |
| 23 | ABBV AbbVie Inc. | 101,601 | $26.6M | 0.9% | +0.2% | 13F ↗ |
| 24 | ODFL Old Dominion Freight Line, Inc. | 148,485 | $25.8M | 0.9% | -0.5% | 13F ↗ |
| 25 | PEP PepsiCo, Inc. | 201,576 | $25.5M | 0.9% | -21.9% | 13F ↗ |
| 26 | V Visa Inc. | 69,996 | $25.2M | 0.8% | -1.7% | 13F ↗ |
| 27 | FCX Freeport-McMoRan, Inc. | 358,018 | $25.1M | 0.8% | +97.9% | 13F ↗ |
| 28 | GD General Dynamics Corporation | 71,127 | $23.6M | 0.8% | +41.9% | 13F ↗ |
| 29 | BA Boeing Company | 125,812 | $23.4M | 0.8% | -1.3% | 13F ↗ |
| 30 | DDOG Datadog, Inc. | 83,369 | $22.8M | 0.8% | New | 13F ↗ |
| 31 | JNJ Johnson & Johnson | 82,461 | $21.8M | 0.7% | -2.1% | 13F ↗ |
| 32 | WMT Walmart Inc. | 210,066 | $21.8M | 0.7% | -0.4% | 13F ↗ |
| 33 | A Agilent Technologies, Inc. | 125,192 | $21.6M | 0.7% | +125% | 13F ↗ |
| 34 | WCC WESCO International, Inc. | 59,613 | $21.4M | 0.7% | -0.2% | 13F ↗ |
| 35 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 46,147 | $21.1M | 0.7% | -3.5% | 13F ↗ |
| 36 | iShares Tr Msci Emg Mkt Etf | 313,606 | $20.9M | 0.7% | -0.4% | 13F ↗ |
| 37 | APH Amphenol Corporation | 247,632 | $20.9M | 0.7% | -1.8% | 13F ↗ |
| 38 | iShares Tr Msci Euro Fl Etf | 522,999 | $20.8M | 0.7% | -10.8% | 13F ↗ |
| 39 | GNRC Generac Holdlings Inc. | 99,426 | $20.6M | 0.7% | +23.4% | 13F ↗ |
| 40 | ASML ASML Holding N.V. · Equities | 11,267 | $20.4M | 0.7% | +0.2% | 13F ↗ |
| 41 | COST Costco Wholesale Corporation | 22,320 | $20.3M | 0.7% | -0.3% | 13F ↗ |
| 42 | ABNB Airbnb, Inc. | 126,231 | $20.3M | 0.7% | +1.7% | 13F ↗ |
| 43 | WEC WEC Energy Group, Inc. | 199,490 | $20.1M | 0.7% | -9.4% | 13F ↗ |
| 44 | TXN Texas Instruments Incorporated | 70,907 | $19.9M | 0.7% | +18.1% | 13F ↗ |
| 45 | NBIX Neurocrine Biosciences, Inc. | 136,510 | $19.4M | 0.6% | +21.4% | 13F ↗ |
| 46 | CPAY Corpay, Inc. | 47,309 | $18.4M | 0.6% | -1.3% | 13F ↗ |
| 47 | JCI Johnson Controls International plc | 123,492 | $18.4M | 0.6% | -0.2% | 13F ↗ |
| 48 | MRK Merck & Company, Inc. | 126,094 | $18.3M | 0.6% | -2.4% | 13F ↗ |
| 49 | Murata Manufacturing Co Ltd International Equities, EAFE, Large Cap | 720,760 | $18.0M | 0.6% | +31.6% | 13F ↗ |
| 50 | ARM Arm Holdings plc | 62,152 | $18.0M | 0.6% | +151% | 13F ↗ |
Showing the top 50 of 314 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
15 new, 99 added to, 150 trimmed, 14 exited, 50 unchanged. By estimated dollars.
New positions (15)
| DDOG Datadog, Inc. | 83,369 | New | $22.8M |
| PCAR PACCAR Inc. | 159,071 | New | $17.5M |
| TXRH Texas Roadhouse, Inc. | 109,719 | New | $17.2M |
| P Everpure, Inc. | 105,136 | New | $13.7M |
| MDB MongoDB, Inc. | 31,303 | New | $10.9M |
| RGEN Repligen Corporation | 52,627 | New | $10.1M |
| ARMK Aramark | 174,698 | New | $9.4M |
| Bnp Paribas-Adr Adus | 90,779 | New | $4.9M |
| MS Morgan Stanley | 2,825 | New | $531.3K |
| URI United Rentals, Inc. | 395 | New | $395.3K |
Added to (99)
| MRVL Marvell Technology, Inc. | 177,605 | +39.4% | $13.3M |
| FCX Freeport-McMoRan, Inc. | 358,018 | +97.9% | $12.4M |
| A Agilent Technologies, Inc. | 125,192 | +125% | $12.0M |
| SHOP Shopify Inc. | 78,738 | +1362% | $10.9M |
| ARM Arm Holdings plc | 62,152 | +151% | $10.8M |
| UNP Union Pacific Corporation | 116,603 | +37.9% | $8.7M |
| FAST Fastenal Company | 590,405 | +38.5% | $8.1M |
| UNH UnitedHealth Group Incorporated | 80,082 | +32.8% | $7.3M |
| GD General Dynamics Corporation | 71,127 | +41.9% | $7.0M |
| SLB SLB Limited | 671,502 | +26.9% | $6.9M |
Trimmed (150)
| CTVA Corteva, Inc. | 3,905 | -97.9% | -$14.3M |
| BNY The Bank of New York Mellon Corporation | 117,734 | -43.8% | -$13.3M |
| HSY The Hershey Company | 102,506 | -42.3% | -$11.8M |
| Wisdomtree Tr Europe Hedged Eq | 9,790 | -94.9% | -$10.2M |
| ISRG Intuitive Surgical, Inc. | 3,288 | -88.2% | -$10.0M |
| SYK Stryker Corporation | 24,264 | -56.3% | -$8.6M |
| GOOGL Alphabet Inc. Class A | 201,305 | -10.9% | -$8.5M |
| YUM Yum! Brands, Inc. | 71,561 | -46.0% | -$8.3M |
| AVGO Broadcom Inc. | 225,583 | -9.3% | -$8.2M |
| PEP PepsiCo, Inc. | 201,576 | -21.9% | -$7.1M |
Exited (14)
| ROKU Roku Inc | 145,768 | Exited | -$20.1M |
| GIL Gildan Activewear, Inc. | 225,939 | Exited | -$11.7M |
| Dsv A/S - Unsp ADR | 89,431 | Exited | -$10.6M |
| IDXX IDEXX Laboratories, Inc. | 18,111 | Exited | -$9.5M |
| WMS Advanced Drainage Systems, Inc. | 46,586 | Exited | -$7.3M |
| PYPL PayPal Holdings, Inc. | 7,815 | Exited | -$337.5K |
| KLIC Kulicke and Soffa Industries, Inc. | 2,000 | Exited | -$267.5K |
| Vanguard Scottsdale Fds INT-TERM Corp | 3,055 | Exited | -$252.5K |
| LYB LyondellBasell Industries NV · Shs - A - | 4,450 | Exited | -$234.3K |
| AMBQ Ambiq Micro, Inc. | 2,650 | Exited | -$234.0K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 314 | $3.0B | Current | SEC ↗ |
| Q2 2026 | Aug 12, 2026 | 13F-HR | 313 | $3.0B | Current | SEC ↗ |
| Q1 2026 | May 12, 2026 | 13F-HR | 300 | $2.7B | Current | SEC ↗ |
| Q4 2025 | Feb 12, 2026 | 13F-HR | 307 | $2.8B | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 298 | $2.8B | Current | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | 13F-HR | 299 | $2.7B | Current | SEC ↗ |
| Q1 2025 | May 13, 2025 | 13F-HR | 302 | $2.5B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer