Azimuth Capital Investment Management LLC
Annual return '25
+17.3%
SPY '25
+17.7%
Alpha
-0.5ptsvs SPY
Invested
$2.7B
Holdings
298
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
Apple Inc
Q1 2026: Sold 98.8% (415.9k → 5.1k shares)
4.3%
02
$NVDA
NVIDIA Corp
Q1 2026: Exited (was 575.1k shares)
3.8%
03
$MSFT
Microsoft Corp
Q1 2026: Sold 98.0% (255.8k → 5.2k shares)
3.4%
04
$AVGO
Broadcom Inc
Q1 2026: Exited (was 250.1k shares)
2.9%
05
$GOOGL
Alphabet Inc Cl A
Q1 2026: Sold 99.1% (256.8k → 2.3k shares)
2.7%
06
$LLY
Eli Lilly and Co
Q1 2026: Exited (was 63.8k shares)
2.3%
07
$BAC
Bank of America Corp
Q1 2026: Exited (was 1.00M shares)
1.6%
08
$PEP
PepsiCo Inc
Q1 2026: Exited (was 202.0k shares)
1.6%
09
$MPWR
Monolithic Power Systems Inc
Q1 2026: Exited (was 36.2k shares)
1.5%
10
$HSY
Hershey Co
Q1 2026: Exited (was 146.7k shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:56 UTC.