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AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Eli Lilly and CompanyLLY61.61K$73.9M
UnitedHealth Group IncorporatedUNH60.31K$25.07M
Texas Instruments IncorporatedTXN60.06K$17.9M
WESCO International, Inc.WCC59.75K$20.64M
Abbott LaboratoriesABT58.8K$5.34M
Eastman Chemical CompanyEMN58.67K$3.93M
Republic Services, Inc.RSG58.66K$12.5M
Shell plcSHEL57.81K$4.48M
AstraZeneca PLCAZN57.3K$10.87M
T-Mobile US, Inc.TMUS55.83K$9.36M
Agilent Technologies, Inc.A55.6K$7.38M
Stryker CorporationSYK55.54K$17.49M
Best Buy Co., Inc.BBY55.45K$4.21M
ResMed Inc.RMD54.49K$10.62M
Marsh & McLennan Companies, Inc.MRSH50.84K$8.47M
General Dynamics CorporationGD50.13K$17.76M
Chubb LimitedCB49.75K$16.95M
Canadian National Railway CompanyCNI49.08K$5.85M
Corpay, Inc.CPAY47.93K$15.97M
Taiwan Semiconductor Manufacturing Company LimitedTSM47.82K$22.84M