Stock Taper 
AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Charles Schwab Corporation | SCHW | 4.95K | $456.64K |
 Bank OZK | OZK | 5.35K | $278.68K |
 Donaldson Company, Inc. | DCI | 5.35K | $480.27K |
 Shopify Inc. | SHOP | 5.38K | $614.86K |
 Carrier Global Corporation | CARR | 5.64K | $414.06K |
 Honeywell International Inc. | HON | 5.66K | $1.27M |
 Fortinet, Inc. | FTNT | 5.71K | $876.86K |
 Cameco Corporation | CCJ | 5.8K | $591.3K |
 Blackstone Inc. | BX | 5.88K | $691.31K |
 CMS Energy Corporation | CMS | 6K | $459K |
 The Toro Company | TTC | 6.07K | $590.85K |
 Zoetis Inc. | ZTS | 6.43K | $462.42K |
 Applied Materials, Inc. | AMAT | 6.87K | $4.97M |
 RPM International Inc. | RPM | 6.97K | $775.27K |
 APA Corporation | APA | 7K | $227.99K |
 The Travelers Companies, Inc. | TRV | 7.02K | $2.32M |
 GE Aerospace | GE | 7.08K | $2.64M |
 McCormick & Company, Incorporated | MKC | 7.48K | $377.14K |
 QUALCOMM Incorporated | QCOM | 7.48K | $1.38M |
 DTE Energy Company | DTE | 7.8K | $1.19M |