Stock Taper 
AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Saia, Inc. | SAIA | 23.24K | $9.79M |
 Mastercard Incorporated | MA | 23.88K | $12.26M |
 Pinnacle West Capital Corporation | PNW | 24.2K | $2.59M |
 NextEra Energy, Inc. | NEE | 24.57K | $2.16M |
 Arm Holdings plc American Depositary Shares | ARM | 24.81K | $8.8M |
 Target Corporation | TGT | 26.19K | $3.42M |
 Cummins Inc. | CMI | 27.08K | $19.31M |
 Linde plc | LIN | 27.47K | $14.25M |
 Intuitive Surgical, Inc. | ISRG | 27.85K | $11.08M |
 Monolithic Power Systems, Inc. | MPWR | 29.12K | $40.26M |
 The Clorox Company | CLX | 29.92K | $2.86M |
 Automatic Data Processing, Inc. | ADP | 31.8K | $7.12M |
 Fifth Third Bancorp | FITB | 32.29K | $1.82M |
 GE Vernova Inc. | GEV | 33.05K | $38.83M |
 CrowdStrike Holdings, Inc. | CRWD | 33.92K | $25.89M |
 The Sherwin-Williams Company | SHW | 34.34K | $11.82M |
 Veeva Systems Inc. | VEEV | 35.18K | $6.24M |
 The TJX Companies, Inc. | TJX | 35.35K | $5.35M |
 Meta Platforms, Inc. | META | 38.21K | $21.52M |
 RTX Corporation | RTX | 40.87K | $7.75M |