Stock Taper

AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The J. M. Smucker CompanySJM3.2K$360K
Qnity Electronics, Inc.Q3.22K$525.15K
Motorola Solutions, Inc.MSI3.36K$1.39M
Philip Morris International Inc.PM3.38K$610.57K
Illinois Tool Works Inc.ITW3.43K$928.25K
Deere & CompanyDE3.52K$2.24M
Consolidated Edison, Inc.ED3.58K$395.5K
Eversource EnergyES3.66K$264.29K
The Progressive CorporationPGR3.66K$799.53K
Pentair plcPNR3.8K$291.31K
General Motors CompanyGM3.87K$298.3K
PPG Industries, Inc.PPG4.05K$491.71K
The Allstate CorporationALL4.1K$975.55K
Cincinnati Financial CorporationCINF4.22K$781.85K
United Parcel Service, Inc.UPS4.25K$456.88K
Lowe's Companies, Inc.LOW4.35K$960.01K
Caterpillar Inc.CAT4.42K$4.7M
LyondellBasell Industries N.V.LYB4.45K$234.29K
Delta Air Lines, Inc.DAL4.53K$423.81K
DT Midstream, Inc.DTM4.72K$692.28K