Stock Taper

AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Penumbra, Inc.PEN1.55K$489.41K
Novartis AGNVS1.6K$250.44K
FedEx Freight Holding Company, Inc.FDXF1.88K$283.28K
Kulicke and Soffa Industries, Inc.KLIC2K$267.52K
American Electric Power Company, Inc.AEP2.05K$280.46K
Adobe Inc.ADBE2.18K$447.35K
Waste Management, Inc.WM2.29K$510.39K
DuPont de Nemours, Inc.DD2.33K$315.77K
MercadoLibre, Inc.MELI2.44K$4.14M
Microchip Technology IncorporatedMCHP2.47K$225.26K
Analog Devices, Inc.ADI2.5K$991.73K
Eaton Corporation plcETN2.55K$1.09M
Ambiq Micro, Inc.AMBQ2.65K$234K
Avery Dennison CorporationAVY2.71K$439.97K
InterContinental Hotels Group PLCIHG3K$519.36K
Valero Energy CorporationVLO3K$781.32K
Expeditors International of Washington, Inc.EXPD3.05K$497.09K
Marathon Petroleum CorporationMPC3.06K$783.37K
FedEx CorporationFDX3.13K$980.1K
Genuine Parts CompanyGPC3.17K$374.59K