Stock Taper 
AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Monolithic Power Systems, Inc. | MPWR | 29.12K | $40.26M |
 Intuitive Surgical, Inc. | ISRG | 27.85K | $11.08M |
 Linde plc | LIN | 27.47K | $14.25M |
 Cummins Inc. | CMI | 27.08K | $19.31M |
 Target Corporation | TGT | 26.19K | $3.42M |
 Arm Holdings plc American Depositary Shares | ARM | 24.81K | $8.8M |
 NextEra Energy, Inc. | NEE | 24.57K | $2.16M |
 Pinnacle West Capital Corporation | PNW | 24.2K | $2.59M |
 Mastercard Incorporated | MA | 23.88K | $12.26M |
 Saia, Inc. | SAIA | 23.24K | $9.79M |
 McDonald's Corporation | MCD | 23.05K | $6.23M |
 Costco Wholesale Corporation | COST | 22.38K | $20.94M |
 Thermo Fisher Scientific Inc. | TMO | 22.23K | $11.14M |
 Casey's General Stores, Inc. | CASY | 21.59K | $17.16M |
 CME Group Inc. | CME | 20.98K | $4.63M |
 First Horizon Corporation | FHN | 20.77K | $532.41K |
 Ecolab Inc. | ECL | 20.28K | $5.65M |
 MSCI Inc. | MSCI | 19.68K | $11.02M |
 Amgen Inc. | AMGN | 18.5K | $6.7M |
 Valley National Bancorp | VLY | 18.5K | $271.02K |