AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WY | 219K | $5.42M |
 | PEP | 205K | $28.83M |
 | ICE | 195K | $32.86M |
 | MDLZ | 191K | $11.92M |
 | TRNO | 183K | $10.39M |
 | APH | 181K | $22.46M |
 | CMG | 180K | $7.04M |
 | T | 175K | $4.96M |
 | MRVL | 161K | $13.53M |
 | KO | 155K | $10.30M |
 | CSCO | 150K | $10.28M |
 | F | 147K | $1.76M |
 | MRK | 137K | $11.54M |
 | PFG | 134K | $11.14M |
 | C | 132K | $13.40M |
 | ORCL | 129K | $36.27M |
 | BA | 128K | $27.58M |
 | V | 118K | $40.38M |
 | AMZN | 117K | $25.63M |
 | DUK | 117K | $14.44M |
Weyerhaeuser Company
WY
Shares Held
219K
Value
$5.42M
PepsiCo, Inc.
PEP
Shares Held
205K
Value
$28.83M
Intercontinental Exchange, Inc.
ICE
Shares Held
195K
Value
$32.86M
Mondelez International, Inc.
MDLZ
Shares Held
191K
Value
$11.92M
Terreno Realty Corporation
TRNO
Shares Held
183K
Value
$10.39M
Amphenol Corporation
APH
Shares Held
181K
Value
$22.46M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
180K
Value
$7.04M
AT&T Inc.
T
Shares Held
175K
Value
$4.96M
Marvell Technology, Inc.
MRVL
Shares Held
161K
Value
$13.53M
The Coca-Cola Company
KO
Shares Held
155K
Value
$10.30M
Cisco Systems, Inc.
CSCO
Shares Held
150K
Value
$10.28M
Ford Motor Company
F
Shares Held
147K
Value
$1.76M
Merck & Co., Inc.
MRK
Shares Held
137K
Value
$11.54M
Principal Financial Group, Inc.
PFG
Shares Held
134K
Value
$11.14M
Citigroup Inc.
C
Shares Held
132K
Value
$13.40M
Oracle Corporation
ORCL
Shares Held
129K
Value
$36.27M
The Boeing Company
BA
Shares Held
128K
Value
$27.58M
Visa Inc.
V
Shares Held
118K
Value
$40.38M
Amazon.com, Inc.
AMZN
Shares Held
117K
Value
$25.63M
Duke Energy Corporation
DUK
Shares Held
117K
Value
$14.44M