1y return+12.1%S&P 500 +20.9%
3y return+49.4%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2022: $170 against $198 in the S&P 500.2
Azimuth Capital Investment Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $129.6M | 4.4% | −1.5% |
| NVDANVIDIA Corp | $123.6M | 4.2% | +5.8% |
| AVGOBroadcom Inc | $94.0M | 3.2% | −1.2% |
| MSFTMicrosoft Corp | $83.2M | 2.8% | −8.2% |
| GOOGLAlphabet Inc Cl A | $80.8M | 2.7% | −9.2% |
| LLYEli Lilly and Co | $73.9M | 2.5% | −7.5% |
| AMDAdvanced Micro Devices Inc | $66.5M | 2.2% | −13.5% |
| MPWRMonolithic Power Systems Inc | $40.3M | 1.4% | −19.3% |
| GEVGE Vernova Inc | $38.8M | 1.3% | +44.0% |
| MRVLMarvell Technology Inc | $38.0M | 1.3% | −45.3% |
| PEPPepsiCo Inc | $34.9M | 1.2% | −6.2% |
| BACBank of America Corp | $33.3M | 1.1% | −2.3% |
| ODFLOld Dominion Freight Line | $32.3M | 1.1% | New |
| HSYHershey Co | $31.2M | 1.1% | −1.3% |
| AMZNAmazon.com Inc | $31.1M | 1.0% | +23.5% |
| JPMJPMorgan Chase & Co | $31.0M | 1.0% | −2.4% |
| BNYBank of New York Mellon Corp | $30.3M | 1.0% | −4.1% |
| XOMExxonMobil Holdings Corp | $28.5M | 1.0% | New |
| PANWPalo Alto Networks Inc | $27.6M | 0.9% | +23.5% |
| BABoeing Co | $27.6M | 0.9% | −1.5% |
| CRWDCrowdStrike Holdings Inc | $25.9M | 0.9% | +8.8% |
| WECWEC Energy Group Inc | $25.7M | 0.9% | −2.4% |
| ABBVAbbVie Inc | $25.5M | 0.9% | |
| UNHUnitedHealth Group Inc | $25.1M | 0.8% | +134.3% |
| CVXChevron Corp | $24.6M | 0.8% | −1.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANVIDIA Corp | June 30, 2022 | +1219.9% | $123.6M |
| AVGOBroadcom Inc | June 30, 2022 | +677.6% | $94.0M |
| GEVGE Vernova Inc | June 30, 2024 | +585.0% | $38.8M |
| TSMTaiwan Semiconductor Mfg Co Lt | June 30, 2022 | +484.2% | $22.8M |
| APHAmphenol Corp Cl A | June 30, 2022 | +447.7% | $22.2M |
| ASML Holding NV ADRCUSIP N07059210 | June 30, 2022 | +318.1% | $22.4M |
| PANWPalo Alto Networks Inc | June 30, 2022 | +314.3% | $27.6M |
| AMDAdvanced Micro Devices Inc | December 31, 2023 | +294.1% | $66.5M |
| LLYEli Lilly and Co | June 30, 2022 | +270.0% | $73.9M |
| MPWRMonolithic Power Systems Inc | June 30, 2022 | +260.0% | $40.3M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $35.8M
- ADSKAutodesk Inc was $15.8M
- ICEIntercontinental Exchange Inc was $12.2M
- NTDOYNintendo Co Ltd ADR was $8.5M
- INTUIntuit Inc was $8.2M
- Accenture Plc Cl ACUSIP G1151C101 was $6.0M
- MTUAYMTU Aero Engines AG ADR was $4.9M
- WMMVYWal-Mart de Mexico SAB de CV A was $4.9M
- HDBHDFC Bank Ltd ADR was $4.0M
- TEAMAtlassian Corp was $3.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.2% | +14.8% |
| March 31, 2026 | −3.5% | −4.6% |
| December 31, 2025 | +0.5% | +2.4% |
| September 30, 2025 | +4.0% | +7.8% |
| June 30, 2025 | +8.9% | +10.5% |
| March 31, 2025 | −2.2% | −4.6% |
| December 31, 2024 | +0.2% | +2.1% |
| September 30, 2024 | +5.9% | +5.4% |
| June 30, 2024 | +0.5% | +4.0% |
| March 31, 2024 | +9.5% | +10.0% |
| December 31, 2023 | +11.9% | +11.2% |
| September 30, 2023 | −4.2% | −3.6% |
| June 30, 2023 | +5.5% | +8.3% |
| March 31, 2023 | +4.3% | +7.0% |
| December 31, 2022 | +8.7% | +7.1% |
| September 30, 2022 | −5.0% | −5.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Azimuth Capital Investment Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1942364&type=13F-HR&dateb=&owner=include&count=40CIK 1942364
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1942364/000194236426000003/Filed August 12, 2026 · accession 0001942364-26-000003