AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CMCSA | 7K | $225.75K |
 | GE | 7K | $2.15M |
 | MKC | 7K | $443.95K |
 | FTNT | 6K | $538.95K |
 | PPG | 6K | $646.85K |
 | CARR | 6K | $365.84K |
 | RPM | 6K | $713.17K |
 | MELI | 6K | $13.64M |
 | DCI | 6K | $474.73K |
 | CCJ | 6K | $469.62K |
 | DTM | 5K | $548.79K |
 | GIS | 5K | $242.52K |
 | OZK | 5K | $239.61K |
 | DAL | 5K | $256.79K |
 | LOW | 4K | $1.09M |
 | ALL | 4K | $923.00K |
 | CINF | 4K | $675.56K |
 | UPS | 4K | $355.00K |
 | INGR | 4K | $507.98K |
 | PGR | 4K | $1.03M |
Comcast Corporation
CMCSA
Shares Held
7K
Value
$225.75K
GE Aerospace
GE
Shares Held
7K
Value
$2.15M
McCormick & Company, Incorporated
MKC
Shares Held
7K
Value
$443.95K
Fortinet, Inc.
FTNT
Shares Held
6K
Value
$538.95K
PPG Industries, Inc.
PPG
Shares Held
6K
Value
$646.85K
Carrier Global Corporation
CARR
Shares Held
6K
Value
$365.84K
RPM International Inc.
RPM
Shares Held
6K
Value
$713.17K
MercadoLibre, Inc.
MELI
Shares Held
6K
Value
$13.64M
Donaldson Company, Inc.
DCI
Shares Held
6K
Value
$474.73K
Cameco Corporation
CCJ
Shares Held
6K
Value
$469.62K
DT Midstream, Inc.
DTM
Shares Held
5K
Value
$548.79K
General Mills, Inc.
GIS
Shares Held
5K
Value
$242.52K
Bank OZK
OZK
Shares Held
5K
Value
$239.61K
Delta Air Lines, Inc.
DAL
Shares Held
5K
Value
$256.79K
Lowe's Companies, Inc.
LOW
Shares Held
4K
Value
$1.09M
The Allstate Corporation
ALL
Shares Held
4K
Value
$923.00K
Cincinnati Financial Corporation
CINF
Shares Held
4K
Value
$675.56K
United Parcel Service, Inc.
UPS
Shares Held
4K
Value
$355.00K
Ingredion Incorporated
INGR
Shares Held
4K
Value
$507.98K
The Progressive Corporation
PGR
Shares Held
4K
Value
$1.03M