Stock Taper

AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Microchip Technology IncorporatedMCHP2.47K$225.26K
MercadoLibre, Inc.MELI2.44K$4.14M
DuPont de Nemours, Inc.DD2.33K$315.77K
Waste Management, Inc.WM2.29K$510.39K
Adobe Inc.ADBE2.18K$447.35K
American Electric Power Company, Inc.AEP2.05K$280.46K
Kulicke and Soffa Industries, Inc.KLIC2K$267.52K
FedEx Freight Holding Company, Inc.FDXF1.88K$283.28K
Novartis AGNVS1.6K$250.44K
Penumbra, Inc.PEN1.55K$489.41K
Atmos Energy CorporationATO1.52K$262.71K
Snap-on IncorporatedSNA1.52K$612.86K
Danaher CorporationDHR1.47K$279.63K
The Goldman Sachs Group, Inc.GS1.42K$1.44M
Illumina, Inc.ILMN1.37K$240.89K
Phillips 66PSX1.37K$230.92K
STERIS plcSTE1.36K$286.38K
Essex Property Trust, Inc.ESS1.2K$349.91K
Constellation Energy CorporationCEG1.13K$280.41K
S&P Global Inc.SPGI1.06K$433.73K