AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VNOM | 86K | $3.27M |
 | YUM | 83K | $12.61M |
 | HEI | 82K | $26.48M |
 | WDAY | 81K | $19.51M |
 | RSG | 79K | $18.16M |
 | IBM | 77K | $21.83M |
 | PEN | 75K | $19.06M |
 | INTC | 72K | $2.41M |
 | MMM | 72K | $11.12M |
 | FI | 72K | $9.23M |
 | PG | 72K | $10.99M |
 | ADSK | 71K | $22.52M |
 | ROST | 71K | $10.78M |
 | NBIX | 71K | $9.92M |
 | BUD | 70K | $4.20M |
 | EMR | 70K | $9.20M |
 | VEEV | 70K | $20.73M |
 | IRM | 69K | $7.07M |
 | PANW | 69K | $13.96M |
 | MDT | 66K | $6.33M |
Viper Energy, Inc.
VNOM
Shares Held
86K
Value
$3.27M
Yum! Brands, Inc.
YUM
Shares Held
83K
Value
$12.61M
HEICO Corporation
HEI
Shares Held
82K
Value
$26.48M
Workday, Inc.
WDAY
Shares Held
81K
Value
$19.51M
Republic Services, Inc.
RSG
Shares Held
79K
Value
$18.16M
International Business Machines Corporation
IBM
Shares Held
77K
Value
$21.83M
Penumbra, Inc.
PEN
Shares Held
75K
Value
$19.06M
Intel Corporation
INTC
Shares Held
72K
Value
$2.41M
3M Company
MMM
Shares Held
72K
Value
$11.12M
Fiserv, Inc.
FI
Shares Held
72K
Value
$9.23M
The Procter & Gamble Company
PG
Shares Held
72K
Value
$10.99M
Autodesk, Inc.
ADSK
Shares Held
71K
Value
$22.52M
Ross Stores, Inc.
ROST
Shares Held
71K
Value
$10.78M
Neurocrine Biosciences, Inc.
NBIX
Shares Held
71K
Value
$9.92M
Anheuser-Busch InBev SA/NV
BUD
Shares Held
70K
Value
$4.20M
Emerson Electric Co.
EMR
Shares Held
70K
Value
$9.20M
Veeva Systems Inc.
VEEV
Shares Held
70K
Value
$20.73M
Iron Mountain Incorporated
IRM
Shares Held
69K
Value
$7.07M
Palo Alto Networks, Inc.
PANW
Shares Held
69K
Value
$13.96M
Medtronic plc
MDT
Shares Held
66K
Value
$6.33M