Stock Taper

AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Kraft Heinz CompanyKHC9.78K$231.07K
American Express CompanyAXP9.69K$3.28M
Globus Medical, Inc.GMED9.66K$763.08K
Mercantile Bank CorporationMBWM9.19K$527.63K
Palantir Technologies Inc.PLTR9.04K$1.06M
Dow Inc.DOW8.37K$229K
Cardinal Health, Inc.CAH8.27K$1.97M
Newmont CorporationNEM8K$747.2K
Corning IncGLW7.9K$2.02M
PayPal Holdings, Inc.PYPL7.82K$337.45K
DTE Energy CompanyDTE7.8K$1.19M
QUALCOMM IncorporatedQCOM7.48K$1.38M
McCormick & Company, IncorporatedMKC7.48K$377.14K
GE AerospaceGE7.08K$2.64M
The Travelers Companies, Inc.TRV7.02K$2.32M
APA CorporationAPA7K$227.99K
RPM International Inc.RPM6.97K$775.27K
Applied Materials, Inc.AMAT6.87K$4.97M
Zoetis Inc.ZTS6.43K$462.42K
The Toro CompanyTTC6.07K$590.85K