Stock Taper 
AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CMS Energy Corporation | CMS | 6K | $459K |
 Blackstone Inc. | BX | 5.88K | $691.31K |
 Cameco Corporation | CCJ | 5.8K | $591.3K |
 Fortinet, Inc. | FTNT | 5.71K | $876.86K |
 Honeywell International Inc. | HON | 5.66K | $1.27M |
 Carrier Global Corporation | CARR | 5.64K | $414.06K |
 Shopify Inc. | SHOP | 5.38K | $614.86K |
 Donaldson Company, Inc. | DCI | 5.35K | $480.27K |
 Bank OZK | OZK | 5.35K | $278.68K |
 The Charles Schwab Corporation | SCHW | 4.95K | $456.64K |
 DT Midstream, Inc. | DTM | 4.72K | $692.28K |
 Delta Air Lines, Inc. | DAL | 4.53K | $423.81K |
 LyondellBasell Industries N.V. | LYB | 4.45K | $234.29K |
 Caterpillar Inc. | CAT | 4.42K | $4.7M |
 Lowe's Companies, Inc. | LOW | 4.35K | $960.01K |
 United Parcel Service, Inc. | UPS | 4.25K | $456.88K |
 Cincinnati Financial Corporation | CINF | 4.22K | $781.85K |
 The Allstate Corporation | ALL | 4.1K | $975.55K |
 PPG Industries, Inc. | PPG | 4.05K | $491.71K |
 General Motors Company | GM | 3.87K | $298.3K |