Stock Taper

AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Neurocrine Biosciences, Inc.NBIX112.47K$18.95M
Advanced Micro Devices, Inc.AMD114.42K$66.47M
Starbucks CorporationSBUX115.28K$11.78M
Uber Technologies, Inc.UBER118.41K$8.54M
Bristol-Myers Squibb CompanyBMY120.37K$6.94M
Johnson Controls International plcJCI123.78K$18.09M
Airbnb, Inc.ABNB124.13K$17.76M
Amphenol CorporationAPH126.03K$22.22M
Marvell Technology, Inc.MRVL127.41K$37.96M
The Boeing CompanyBA127.42K$27.58M
Anheuser-Busch InBev SA/NVBUD128.39K$10.58M
Merck & Co., Inc.MRK129.22K$16.6M
Amazon.com, Inc.AMZN130.57K$31.12M
Yum! Brands, Inc.YUM132.53K$21.19M
Franklin Resources, Inc.BEN135.47K$4.51M
CVS Health Corp.CVS135.61K$14.03M
Cisco Systems, Inc.CSCO137.38K$16.14M
Roku, Inc.ROKU145.77K$20.14M
Ford Motor CompanyF145.9K$2.03M
Chevron CorporationCVX148.46K$24.61M