AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LMT | 11K | $5.47M |
 | CAT | 10K | $4.95M |
 | AXP | 10K | $3.44M |
 | MO | 10K | $667.21K |
 | CAH | 10K | $1.57M |
 | QCOM | 10K | $1.66M |
 | ABNB | 10K | $1.20M |
 | CMS | 10K | $704.91K |
 | TTC | 9K | $718.57K |
 | TRV | 9K | $2.58M |
 | MBWM | 9K | $413.50K |
 | AMAT | 9K | $1.84M |
 | PLTR | 9K | $1.63M |
 | DOW | 9K | $203.48K |
 | PYPL | 9K | $590.46K |
 | DD | 9K | $679.19K |
 | DTE | 8K | $1.17M |
 | GLW | 8K | $664.44K |
 | BX | 8K | $1.37M |
 | NEM | 8K | $674.48K |
Lockheed Martin Corporation
LMT
Shares Held
11K
Value
$5.47M
Caterpillar Inc.
CAT
Shares Held
10K
Value
$4.95M
American Express Company
AXP
Shares Held
10K
Value
$3.44M
Altria Group, Inc.
MO
Shares Held
10K
Value
$667.21K
Cardinal Health, Inc.
CAH
Shares Held
10K
Value
$1.57M
QUALCOMM Incorporated
QCOM
Shares Held
10K
Value
$1.66M
Airbnb, Inc.
ABNB
Shares Held
10K
Value
$1.20M
CMS Energy Corporation
CMS
Shares Held
10K
Value
$704.91K
The Toro Company
TTC
Shares Held
9K
Value
$718.57K
The Travelers Companies, Inc.
TRV
Shares Held
9K
Value
$2.58M
Mercantile Bank Corporation
MBWM
Shares Held
9K
Value
$413.50K
Applied Materials, Inc.
AMAT
Shares Held
9K
Value
$1.84M
Palantir Technologies Inc.
PLTR
Shares Held
9K
Value
$1.63M
Dow Inc.
DOW
Shares Held
9K
Value
$203.48K
PayPal Holdings, Inc.
PYPL
Shares Held
9K
Value
$590.46K
DuPont de Nemours, Inc.
DD
Shares Held
9K
Value
$679.19K
DTE Energy Company
DTE
Shares Held
8K
Value
$1.17M
Corning Incorporated
GLW
Shares Held
8K
Value
$664.44K
Blackstone Inc.
BX
Shares Held
8K
Value
$1.37M
Newmont Corporation
NEM
Shares Held
8K
Value
$674.48K