Stock Taper 
AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Air Products and Chemicals, Inc. | APD | 12.74K | $3.74M |
 Berkshire Hathaway Inc. | BRK-B | 13.07K | $6.54M |
 Sysco Corporation | SYY | 13.7K | $1.15M |
 Kimberly-Clark Corporation | KMB | 15.96K | $1.75M |
 Alphabet Inc. | GOOG | 16.32K | $5.77M |
 Rockwell Automation, Inc. | ROK | 17.09K | $8.46M |
 Lockheed Martin Corporation | LMT | 17.11K | $8.72M |
 Axon Enterprise, Inc. | AXON | 17.61K | $9.87M |
 Vertex Pharmaceuticals Incorporated | VRTX | 17.82K | $8.85M |
 IDEXX Laboratories, Inc. | IDXX | 18.11K | $9.53M |
 Valley National Bancorp | VLY | 18.5K | $271.02K |
 Amgen Inc. | AMGN | 18.5K | $6.7M |
 MSCI Inc. | MSCI | 19.68K | $11.02M |
 Ecolab Inc. | ECL | 20.28K | $5.65M |
 First Horizon Corporation | FHN | 20.77K | $532.41K |
 CME Group Inc. | CME | 20.98K | $4.63M |
 Casey's General Stores, Inc. | CASY | 21.59K | $17.16M |
 Thermo Fisher Scientific Inc. | TMO | 22.23K | $11.14M |
 Costco Wholesale Corporation | COST | 22.38K | $20.94M |
 McDonald's Corporation | MCD | 23.05K | $6.23M |