Azimuth Capital Investment Management LLC holds a diversified book of 300 reported positions worth $2.7B as of Q1 2026 (disclosed May 12, 2026, a ~42-day 13F lag). This quarter they opened Generac Holdings Inc and trimmed Microsoft Corp. Their largest long position is Apple Inc at 4% of the reported non-option book. Cloning the disclosed picks since 2022 would be +60% (+12.2%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +73.4%, a 13.0-point gap that is the cost of the ~42-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Azimuth Capital Investment Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
92% mapped to company sectors
+5 sectors below the cut, 14% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Azimuth Capital Investment Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 13 / 80 | $645.0M |
| Evelyn Partners Group Ltd | 61 / 80 | $44.7B |
| Ketron Financial | 20 / 80 | $292.8M |
| Draper Asset Management, LLC | 8 / 80 | $162.9M |
| Hoey Investments, Inc | 59 / 80 | $628.5M |
| Emerald Advisors, LLC | 36 / 80 | $639.2M |
| Skandinaviska Enskilda Banken AB (publ) | 23 / 80 | $2.1B |
| Howard Hughes Medical Institute | 13 / 80 | $351.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Azimuth Capital Investment Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $115.4M | 454.8K | 4.3% | ▲+9.3% Added · +39K sh | |
| 2 | Nvidia Corp COM | $101.8M | 583.7K | 3.8% | ▲+1.5% Added · +9K sh | |
| 3 | Microsoft Corp COM | $89.9M | 242.8K | 3.4% | ▼−5.1% Reduced · −13K sh | |
| 4 | Broadcom Inc COM | $77.9M | 251.8K | 2.9% | ▲+0.7% Added · +2K sh | |
| 5 | Alphabet Inc Cl A COM | $71.6M | 249.0K | 2.7% | ▼−3.0% Reduced · −8K sh | |
| 6 | Eli Lilly and Co COM | $61.3M | 66.6K | 2.3% | ▲+4.3% Added · +3K sh | |
| 7 | PepsiCo Inc COM | $42.7M | 275.1K | 1.6% | ▲+36% Added · +73K sh | |
| 8 | Monolithic Power Systems Inc COM | $39.4M | 36.1K | 1.5% | ▼−0.4% Reduced · −137 sh | |
| 9 | Hershey Co COM | $37.4M | 179.9K | 1.4% | ▲+23% Added · +33K sh | |
| 10 | Exxon Mobil Corp COM | $35.8M | 211.2K | 1.3% | ▼−3.5% Reduced · −8K sh | |
| 11 | Chevron Corp COM | $31.1M | 150.3K | 1.2% | ▲+45% Added · +47K sh | |
| 12 | Bank of America Corp COM | $29.2M | 598.5K | 1.1% | ▼−25% Reduced · −204K sh | |
| 13 | JPMorgan Chase & Co COM | $28.5M | 97.0K | 1.1% | ▼−2.1% Reduced · −2K sh | |
| 14 | Wells Fargo & Co COM | $27.5M | 345.9K | 1.0% | ▼−34% Reduced · −177K sh | |
| 15 | SLB Ltd COM | $27.3M | 531.9K | 1.0% | ▲+83% Added · +242K sh | |
| 16 | Advanced Micro Devices Inc COM | $26.9M | 132.3K | 1.0% | ▲+1.1% Added · +1K sh | |
| 17 | Walmart Inc COM | $26.9M | 216.2K | 1.0% | ▼−6.4% Reduced · −15K sh | |
| 18 | WEC Energy Group Inc COM | $26.1M | 225.6K | 1.0% | ▼−0.2% Reduced · −510 sh | |
| 19 | Bank of New York Mellon Corp COM | $25.9M | 218.6K | 1.0% | ▼−41% Reduced · −152K sh | |
| 20 | Boeing Co COM | $25.7M | 129.3K | 1.0% | ▲+0.9% Added · +1K sh | |
| 21 | Visa Inc Cl A COM | $24.4M | 80.8K | 0.9% | ▼−31% Reduced · −36K sh | |
| 22 | Marvell Technology Inc COM | $23.1M | 232.7K | 0.9% | ▲+21% Added · +40K sh | |
| 23 | Costco Wholesale Corp COM | $22.7M | 22.8K | 0.9% | ▼−6.1% Reduced · −1K sh | |
| 24 | Meta Platforms Inc COM | $22.6M | 39.4K | 0.8% | ▼−0.1% Reduced · −53 sh | |
| 25 | Yum! Brands Inc COM | $22.4M | 144.0K | 0.8% | ▲+73% Added · +61K sh | |
| 26 | AbbVie Inc COM | $22.2M | 101.9K | 0.8% | ▼−4.5% Reduced · −5K sh | |
| 27 | Amazon.com Inc COM | $22.0M | 105.7K | 0.8% | ▼−23% Reduced · −31K sh | |
| 28 | Johnson & Johnson COM | $21.5M | 88.1K | 0.8% | ▼−3.6% Reduced · −3K sh | |
| 29 | iShares MSCI Europe Financials COM | $20.8M | 597.7K | 0.8% | ▲+1.0% Added · +6K sh | |
| 30 | Xcel Energy Inc COM | $20.8M | 261.4K | 0.8% | ▼−3.3% Reduced · −9K sh | |
| 31 | Gildan Activewear Inc COM | $20.5M | 369.3K | 0.8% | ▲+82% Added · +167K sh | |
| 32 | GE Vernova Inc COM | $20.0M | 23.0K | 0.8% | ▲12× Added · +21K sh | |
| 33 | Fastenal Co COM | $20.0M | 430.8K | 0.8% | ▼−1.3% Reduced · −6K sh | |
| 34 | iShares MSCI Emerging Markets COM | $18.2M | 320.5K | 0.7% | ▲+2.4% Added · +7K sh | |
| 35 | Mastercard Inc Cl A COM | $18.0M | 36.0K | 0.7% | ▼−0.3% Reduced · −127 sh | |
| 36 | Edwards Lifesciences Corp COM | $17.9M | 223.4K | 0.7% | ▲+94% Added · +108K sh | |
| 37 | Oracle Corp COM | $17.5M | 119.3K | 0.7% | ▲+0.6% Added · +718 sh | |
| 38 | Stryker Corp COM | $17.5M | 53.4K | 0.7% | ▼−2.3% Reduced · −1K sh | |
| 39 | General Dynamics Corp COM | $17.5M | 50.9K | 0.7% | ▼−0.2% Reduced · −95 sh | |
| 40 | IBM COM | $17.2M | 70.8K | 0.6% | ▼−0.8% Reduced · −596 sh | |
| 41 | IDEXX Laboratories Inc COM | $17.0M | 30.2K | 0.6% | ▼−5.1% Reduced · −2K sh | |
| 42 | WESCO Int'l COM | $16.9M | 61.8K | 0.6% | ▼−14% Reduced · −10K sh | |
| 43 | Taiwan Semiconductor Mfg Co Lt COM | $16.5M | 48.9K | 0.6% | ▼−16% Reduced · −9K sh | |
| 44 | Amphenol Corp Cl A COM | $16.5M | 130.5K | 0.6% | ▼−26% Reduced · −46K sh | |
| 45 | Casey's General Stores Inc COM | $16.5M | 22.7K | 0.6% | ▼−34% Reduced · −12K sh | |
| 46 | Chubb Ltd COM | $16.4M | 50.4K | 0.6% | ▼−0.3% Reduced · −181 sh | |
| 47 | Johnson Controls Int'l COM | $16.3M | 124.5K | 0.6% | ▲+2.6% Added · +3K sh | |
| 48 | Generac Hldgs Inc COM | $16.2M | 82.9K | 0.6% | ▲New New position | |
| 49 | Corteva Inc COM | $16.1M | 191.9K | 0.6% | ▼−46% Reduced · −163K sh | |
| 50 | Neurocrine Biosciences Inc COM | $16.0M | 121.7K | 0.6% | ▼−0.5% Reduced · −574 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1942364/holdings"
Use Arkolith to show Azimuth Capital Investment Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 42d | 300 | $2.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 43d | 307 | $2.8B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 298 | $2.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 44d | 299 | $2.7B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 43d | 302 | $2.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 300 | $2.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 43d | 303 | $2.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 44d | 304 | $2.5B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 44d | 308 | $2.4B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 44d | 302 | $2.2B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 44d | 292 | $2.0B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 45d | 306 | $2.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 45d | 303 | $2.0B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 45d | 304 | $2.0B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 45d | 301 | $1.8B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 11, 2022 | 42d | 306 | $2.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.