Azimuth Capital Investment Management LLC holds a diversified book of 300 stocks worth $2.7B as of Q1 2026 (disclosed May 12, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2022 would be +59% (+12.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
The reported book (valued from quarter-end) returned +76.2%, a 16.8-point gap that is the cost of the ~45-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 the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as Azimuth Capital Investment Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | 80 / 80 | $82.9B |
| GAMMA Investing LLC | 80 / 80 | $996.3M |
| BlackRock, Inc. | 79 / 80 | $2.4T |
| FMR LLC | 79 / 80 | $883.8B |
| MORGAN STANLEY | 79 / 80 | $537.3B |
| JPMORGAN CHASE & CO | 79 / 80 | $521.3B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $345.6B |
| NORTHERN TRUST CORP | 79 / 80 | $315.4B |
Ranked by how many of Azimuth Capital Investment Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 300 | $2.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 307 | $2.8B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 298 | $2.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 299 | $2.7B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 302 | $2.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 300 | $2.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 303 | $2.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 304 | $2.5B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 308 | $2.4B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 302 | $2.2B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 292 | $2.0B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 306 | $2.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 303 | $2.0B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 304 | $2.0B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 301 | $1.8B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 11, 2022 | 306 | $2.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.