AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ADP | 30K | $8.94M |
 | CRWD | 30K | $14.91M |
 | CPAY | 30K | $8.57M |
 | AXON | 30K | $21.32M |
 | CME | 29K | $7.89M |
 | KMB | 29K | $3.60M |
 | INTU | 29K | $19.54M |
 | NFLX | 28K | $33.41M |
 | NICE | 28K | $4.02M |
 | UNH | 26K | $9.09M |
 | CMA | 26K | $1.80M |
 | NEE | 26K | $1.98M |
 | MCD | 26K | $7.88M |
 | TGT | 26K | $2.30M |
 | COST | 25K | $23.17M |
 | CHKP | 25K | $5.15M |
 | PNW | 25K | $2.20M |
 | HSY | 22K | $4.19M |
 | ESPR | 22K | $58.30K |
 | NOW | 22K | $19.83M |
Automatic Data Processing, Inc.
ADP
Shares Held
30K
Value
$8.94M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
30K
Value
$14.91M
Corpay, Inc.
CPAY
Shares Held
30K
Value
$8.57M
Axon Enterprise, Inc.
AXON
Shares Held
30K
Value
$21.32M
CME Group Inc.
CME
Shares Held
29K
Value
$7.89M
Kimberly-Clark Corporation
KMB
Shares Held
29K
Value
$3.60M
Intuit Inc.
INTU
Shares Held
29K
Value
$19.54M
Netflix, Inc.
NFLX
Shares Held
28K
Value
$33.41M
NICE Ltd.
NICE
Shares Held
28K
Value
$4.02M
UnitedHealth Group Incorporated
UNH
Shares Held
26K
Value
$9.09M
Comerica Incorporated
CMA
Shares Held
26K
Value
$1.80M
NextEra Energy, Inc.
NEE
Shares Held
26K
Value
$1.98M
McDonald's Corporation
MCD
Shares Held
26K
Value
$7.88M
Target Corporation
TGT
Shares Held
26K
Value
$2.30M
Costco Wholesale Corporation
COST
Shares Held
25K
Value
$23.17M
Check Point Software Technologies Ltd.
CHKP
Shares Held
25K
Value
$5.15M
Pinnacle West Capital Corporation
PNW
Shares Held
25K
Value
$2.20M
The Hershey Company
HSY
Shares Held
22K
Value
$4.19M
Esperion Therapeutics, Inc.
ESPR
Shares Held
22K
Value
$58.30K
ServiceNow, Inc.
NOW
Shares Held
22K
Value
$19.83M