Azimuth Capital Investment Management LLC

$2.7B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1942364 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $2.7B
ALL retained default holdings for this (filer, period), including NULL-value ones: 300
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 10
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 17

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares	Flags
position key `pos:13215` · issuer key `iss:144` COM	ADD	+$2.4M	+38,907	$113M	$115M	415,934	454,841
position key `pos:15642` · issuer key `iss:1334` COM	ADD	−$5.5M	+8,582	$107M	$102M	575,144	583,726
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$33.8M	−12,959	$124M	$89.9M	255,805	242,846
position key `pos:12827` · issuer key `iss:323` COM	ADD	−$8.6M	+1,707	$86.6M	$77.9M	250,134	251,841
position key `pos:15142` · issuer key `iss:89` COM	TRIM	−$8.8M	−7,834	$80.4M	$71.6M	256,809	248,975
position key `pos:15863` · issuer key `iss:1123` COM	ADD	−$7.4M	+2,759	$68.6M	$61.3M	63,839	66,598
position key `pos:13833` · issuer key `iss:1435` COM	ADD	+$13.7M	+73,108	$29.0M	$42.7M	201,961	275,069
position key `pos:14865` · issuer key `iss:1248` COM	TRIM	+$6.6M	−137	$32.8M	$39.4M	36,210	36,073
position key `pos:15485` · issuer key `iss:903` COM	ADD	+$10.7M	+33,195	$26.7M	$37.4M	146,663	179,858
position key `pos:14552` · issuer key `iss:711` COM	TRIM	+$9.5M	−7,582	$26.3M	$35.8M	218,765	211,183
position key `pos:11717` · issuer key `iss:440` COM	ADD	+$15.3M	+46,541	$15.8M	$31.1M	103,756	150,297
position key `pos:13234` · issuer key `iss:230` COM	TRIM	−$14.9M	−203,646	$44.1M	$29.2M	802,117	598,471
position key `pos:18039` · issuer key `iss:1025` COM	TRIM	−$3.4M	−2,117	$31.9M	$28.5M	99,154	97,037
position key `pos:11688` · issuer key `iss:1955` COM	TRIM	−$21.2M	−176,988	$48.7M	$27.5M	522,898	345,910
position key `pos:12367` · issuer key `iss:1627` COM	ADD	+$16.2M	+241,675	$11.1M	$27.3M	290,273	531,948
position key `pos:14060` · issuer key `iss:47` COM	ADD	−$1.1M	+1,449	$28.0M	$26.9M	130,890	132,339
position key `pos:13490` · issuer key `iss:1939` COM	TRIM	+$1.1M	−14,794	$25.7M	$26.9M	230,977	216,183
position key `pos:15342` · issuer key `iss:1937` COM	TRIM	+$2.3M	−510	$23.8M	$26.1M	226,072	225,562
position key `pos:18104` · issuer key `iss:233` COM	TRIM	−$17.1M	−152,288	$43.1M	$25.9M	370,894	218,606
position key `pos:17214` · issuer key `iss:298` COM	ADD	−$2.1M	+1,126	$27.8M	$25.7M	128,203	129,329
position key `pos:12848` · issuer key `iss:1921` COM	TRIM	−$16.7M	−36,381	$41.1M	$24.4M	117,152	80,771
position key `pos:17450` · issuer key `iss:1190` COM	ADD	+$6.6M	+39,601	$16.4M	$23.1M	193,137	232,738
position key `pos:12030` · issuer key `iss:525` COM	TRIM	+$1.8M	−1,489	$21.0M	$22.7M	24,316	22,827
position key `pos:11390` · issuer key `iss:720` COM	TRIM	−$3.5M	−53	$26.1M	$22.6M	39,478	39,425
position key `pos:13408` · issuer key `iss:2003` COM	ADD	+$9.8M	+60,530	$12.6M	$22.4M	83,438	143,968
position key `pos:15499` · issuer key `iss:23` COM	TRIM	−$2.2M	−4,751	$24.4M	$22.2M	106,623	101,872
position key `pos:14175` · issuer key `iss:95` COM	TRIM	−$9.6M	−31,173	$31.6M	$22.0M	136,907	105,734
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	+$2.6M	−3,285	$18.9M	$21.5M	91,393	88,108
position key `sid:sec:prov:b98a0c4708a960409d27827c6ca6cb57` · issuer key `cusip6:464289` COM	ADD	−$1.1M	+5,870	$22.0M	$20.8M	591,875	597,745
position key `pos:13598` · issuer key `iss:1994` COM	TRIM	+$804K	−8,860	$20.0M	$20.8M	270,305	261,445
position key `pos:12154` · issuer key `iss:822` COM	ADD	+$7.9M	+166,503	$12.7M	$20.5M	202,755	369,258
position key `pos:17386` · issuer key `iss:806` COM	ADD	+$18.7M	+20,972	$1.3M	$20.0M	1,984	22,956
position key `pos:15311` · issuer key `iss:724` COM	TRIM	+$2.5M	−5,708	$17.5M	$20.0M	436,537	430,829
position key `pos:13160` · issuer key `iss:1012` COM	ADD	+$1.1M	+7,472	$17.1M	$18.2M	313,056	320,528
position key `pos:14206` · issuer key `iss:1193` COM	TRIM	−$2.6M	−127	$20.6M	$18.0M	36,098	35,971
position key `pos:16440` · issuer key `iss:637` COM	ADD	+$8.1M	+108,264	$9.8M	$17.9M	115,153	223,417
position key `pos:16072` · issuer key `iss:1370` COM	ADD	−$5.6M	+718	$23.1M	$17.5M	118,541	119,259
position key `pos:15220` · issuer key `iss:1725` COM	TRIM	−$1.7M	−1,273	$19.2M	$17.5M	54,662	53,389
position key `pos:17281` · issuer key `iss:809` COM	TRIM	+$302K	−95	$17.2M	$17.5M	51,017	50,922
position key `pos:10136` · issuer key `iss:990` COM	TRIM	−$4.0M	−596	$21.1M	$17.2M	71,351	70,755
position key `pos:16368` · issuer key `iss:953` COM	TRIM	−$4.6M	−1,611	$21.5M	$17.0M	31,825	30,214
position key `pos:13559` · issuer key `iss:1959` COM	TRIM	−$640K	−9,933	$17.5M	$16.9M	71,716	61,783
position key `pos:17467` · issuer key `iss:1751` COM	TRIM	−$1.2M	−9,288	$17.7M	$16.5M	58,235	48,947
position key `pos:15235` · issuer key `iss:125` COM	TRIM	−$7.4M	−46,487	$23.9M	$16.5M	176,973	130,486
position key `pos:13969` · issuer key `iss:408` COM	TRIM	−$2.6M	−11,914	$19.1M	$16.5M	34,565	22,651
position key `pos:11267` · issuer key `iss:2257` COM	TRIM	+$640K	−181	$15.8M	$16.4M	50,591	50,410
position key `pos:13619` · issuer key `iss:2145` COM	ADD	+$1.8M	+3,190	$14.5M	$16.3M	121,294	124,484
position key `pos:12900` · issuer key `iss:808` COM	NEW	+$16.2M	+82,924	$0	$16.2M	—	82,924
position key `pos:11665` · issuer key `iss:523` COM	TRIM	−$7.8M	−163,453	$23.8M	$16.1M	355,348	191,895
position key `pos:11462` · issuer key `iss:1296` COM	TRIM	−$1.3M	−574	$17.3M	$16.0M	122,278	121,704
position key `pos:17751` · issuer key `iss:1214` COM	TRIM	+$1.6M	−3,285	$14.3M	$15.9M	135,818	132,533
position key `pos:11979` · issuer key `iss:57` COM	ADD	+$14.6M	+116,296	$1.3M	$15.9M	9,900	126,196
position key `pos:17542` · issuer key `iss:193` COM	TRIM	−$4.7M	−3,233	$20.5M	$15.8M	69,255	66,022
position key `pos:15168` · issuer key `iss:456` COM	ADD	−$12.7K	+3,760	$15.6M	$15.6M	133,888	137,648
position key `pos:17272` · issuer key `iss:521` COM	ADD	+$6.5M	+23,238	$8.7M	$15.2M	28,954	52,192
position key `pos:10663` · issuer key `iss:1575` COM	ADD	+$2.7M	+1,066	$12.4M	$15.2M	68,971	70,037
position key `pos:11625` · issuer key `iss:2284` COM	ADD	+$4.5M	+1,481	$10.6M	$15.1M	9,943	11,424
position key `pos:11393` · issuer key `iss:545` COM	ADD	+$1.5M	+1,454	$13.1M	$14.6M	25,719	27,173
position key `pos:13287` · issuer key `iss:1548` COM	TRIM	−$1.3M	−8,158	$15.8M	$14.6M	74,765	66,607
position key `pos:16805` · issuer key `iss:997` COM	TRIM	−$3.7M	−790	$17.8M	$14.2M	31,493	30,703
position key `pos:10715` · issuer key `iss:916` COM	TRIM	−$946K	−857	$15.0M	$14.1M	43,635	42,778
position key `pos:10935` · issuer key `iss:1902` COM	ADD	+$5.9M	+78,840	$8.1M	$14.0M	200,064	278,904
position key `pos:12681` · issuer key `iss:2154` COM	TRIM	+$1.4M	−1,157	$12.4M	$13.8M	29,057	27,900
position key `pos:12944` · issuer key `cusip6:922908` COM	ADD	−$495K	+340	$14.0M	$13.5M	41,760	42,100
position key `cusip:626425102` · issuer key `cusip6:626425` COM	NEW	+$13.5M	+1,256,588	$0	$13.5M	—	1,256,588
position key `pos:10600` · issuer key `iss:821` COM	ADD	+$1.8M	+1,875	$11.6M	$13.4M	94,596	96,471
position key `pos:13363` · issuer key `iss:1393` COM	ADD	+$353K	+1,886	$12.9M	$13.3M	61,981	63,867
position key `pos:11644` · issuer key `iss:1714` COM	ADD	+$176K	+3,305	$12.8M	$12.9M	98,864	102,169
position key `pos:14837` · issuer key `iss:896` COM	TRIM	−$13.6M	−34,858	$26.3M	$12.7M	81,229	46,371
position key `pos:15690` · issuer key `iss:610` COM	TRIM	−$1.1M	−20,227	$13.6M	$12.6M	116,198	95,971
position key `pos:10554` · issuer key `iss:1747` COM	TRIM	+$179K	−1,126	$12.1M	$12.2M	59,412	58,286
position key `pos:11610` · issuer key `iss:287` COM	TRIM	−$1.4M	−36	$13.7M	$12.2M	12,763	12,727
position key `pos:16825` · issuer key `iss:987` COM	TRIM	−$881K	−3,196	$13.1M	$12.2M	80,770	77,574
position key `pos:16392` · issuer key `iss:1549` COM	TRIM	−$1.2M	−1,250	$13.4M	$12.2M	55,525	54,275
position key `pos:14712` · issuer key `iss:537` COM	ADD	−$2.1M	+816	$14.2M	$12.2M	30,363	31,179
position key `pos:10493` · issuer key `iss:471` COM	TRIM	+$957K	−20	$10.9M	$11.9M	156,051	156,031
position key `pos:11956` · issuer key `iss:1317` COM	TRIM	+$2.0M	−46,720	$9.8M	$11.9M	1,521,940	1,475,220
position key `pos:15125` · issuer key `iss:1798` COM	ADD	+$9.9M	+20,701	$1.9M	$11.8M	3,283	23,984
position key `pos:16841` · issuer key `iss:1791` COM	ADD	+$1.5M	+1,622	$10.1M	$11.6M	58,271	59,893
position key `pos:17695` · issuer key `iss:2037` COM‡r	TRIM	+$839K	−57,925	$10.7M	$11.5M	116,470	58,545	cusip-reconciled
position key `pos:11944` · issuer key `iss:454` COM	TRIM	−$31.0K	−1,473	$11.5M	$11.4M	148,783	147,310
position key `pos:10790` · issuer key `iss:1444` COM	ADD	+$1.8M	+20,888	$9.5M	$11.3M	380,959	401,847
position key `pos:12799` · issuer key `iss:1016` COM	ADD	+$934K	+5,580	$10.1M	$11.0M	125,145	130,725
position key `pos:13768` · issuer key `iss:1651` COM	ADD	−$47.0K	+224	$11.1M	$11.0M	34,146	34,370
position key `pos:16004` · issuer key `iss:1161` COM	TRIM	−$871K	−281	$11.9M	$11.0M	20,718	20,437
position key `pos:14191` · issuer key `iss:1855` COM	ADD	+$627K	+534	$10.2M	$10.8M	44,051	44,585
position key `cusip:26251A108` · issuer key `cusip6:26251A` COM	ADD	−$712K	+810	$11.5M	$10.8M	90,319	91,129
position key `pos:14585` · issuer key `iss:1246` COM	TRIM	+$622K	−1,482	$10.0M	$10.6M	185,582	184,100
position key `pos:17965` · issuer key `cusip6:921937` ETF	ADD	+$309K	+5,000	$10.2M	$10.5M	138,000	143,000
position key `pos:14782` · issuer key `iss:1406` COM	TRIM	−$1.7M	−982	$12.3M	$10.5M	66,601	65,619
position key `pos:14992` · issuer key `iss:1485` COM	ADD	+$291K	+1,455	$10.2M	$10.5M	71,183	72,638
position key `pos:16012` · issuer key `iss:1713` COM	ADD	+$779K	+1,778	$9.7M	$10.5M	115,188	116,966
position key `pos:13738` · issuer key `iss:1698` COM	ADD	+$1.1M	+1,478	$9.2M	$10.3M	105,740	107,218
position key `pos:11817` · issuer key `iss:1982` COM	ADD	+$112K	+4,930	$10.2M	$10.3M	192,280	197,210
position key `pos:17173` · issuer key `iss:1138` COM	ADD	+$4.6M	+5,311	$5.6M	$10.2M	11,506	16,817
position key `pos:15433` · issuer key `iss:1290` COM	TRIM	−$599K	−9,082	$10.8M	$10.2M	114,694	105,612
position key `pos:12696` · issuer key `iss:1845` COM	TRIM	−$1.7M	−3,744	$11.6M	$9.9M	141,594	137,850
position key `pos:17095` · issuer key `iss:588` COM	ADD	−$1.8M	+221	$11.7M	$9.9M	102,552	102,773
position key `pos:13732` · issuer key `iss:1785` COM	TRIM	−$382K	−13,845	$10.2M	$9.8M	172,942	159,097
position key `pos:15442` · issuer key `iss:356` COM	ADD	+$948K	+965	$8.1M	$9.1M	29,771	30,736

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 34

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:15847` · issuer key `iss:759` COM	NO CHANGE	−$231K	$1.9M	$1.7M	145,901	145,901
position key `pos:13386` · issuer key `iss:1257` COM	NO CHANGE	+$170K	$1.3M	$1.5M	3,357	3,357
position key `pos:14077` · issuer key `iss:550` COM	NO CHANGE	+$141K	$1.1M	$1.2M	8,174	8,174
position key `pos:16172` · issuer key `iss:1141` COM	NO CHANGE	−$21.2K	$1.1M	$1.0M	4,354	4,354
position key `pos:13933` · issuer key `iss:1307` COM	NO CHANGE	+$67.2K	$799K	$866K	8,000	8,000
position key `pos:15445` · issuer key `iss:84` COM	NO CHANGE	−$3.3K	$853K	$850K	4,100	4,100
position key `pos:11150` · issuer key `iss:1887` COM	NO CHANGE	+$253K	$488K	$741K	3,000	3,000
position key `pos:12231` · issuer key `iss:551` COM	NO CHANGE	+$71.9K	$574K	$646K	4,796	4,796
position key `pos:15267` · issuer key `iss:1395` COM	NO CHANGE	+$22.3K	$518K	$540K	5,054	5,054
position key `pos:10368` · issuer key `iss:203` COM	NO CHANGE	−$25.2K	$497K	$472K	2,735	2,735
position key `sid:sec:prov:997011db69f0e9a76f6b101e37b9fa12` · issuer key `cusip6:587376` COM	NO CHANGE	+$22.1K	$442K	$464K	9,189	9,189
position key `pos:17708` · issuer key `iss:707` COM	NO CHANGE	−$17.6K	$454K	$437K	3,050	3,050
position key `pos:10267` · issuer key `cusip6:45857P` COM	NO CHANGE	−$22.1K	$422K	$400K	3,000	3,000
position key `sid:sec:prov:8eb35ebc152e2250618fad852c7a297e` · issuer key `cusip6:78463X` COM	NO CHANGE	+$10.8K	$386K	$397K	8,701	8,701
position key `cusip:74274F100` · issuer key `cusip6:74274F` COM	NO CHANGE	+$54.4K	$299K	$354K	5,200	5,200
position key `pos:17573` · issuer key `iss:815` COM	NO CHANGE	−$54.9K	$392K	$337K	3,191	3,191
position key `pos:12359` · issuer key `iss:566` COM	NO CHANGE	−$13.2K	$314K	$301K	4,525	4,525
position key `pos:16458` · issuer key `iss:2207` COM	NO CHANGE	−$57.9K	$354K	$296K	3,400	3,400
position key `pos:16599` · issuer key `iss:689` COM	NO CHANGE	−$23.6K	$314K	$290K	1,200	1,200
position key `pos:15144` · issuer key `iss:556` COM	NO CHANGE	−$60.1K	$350K	$290K	1,528	1,528
position key `pos:16532` · issuer key `iss:812` COM	NO CHANGE	−$26.4K	$315K	$288K	3,870	3,870
position key `pos:11265` · issuer key `iss:2258` COM	NO CHANGE	+$34.8K	$242K	$277K	1,193	1,193
position key `pos:11461` · issuer key `iss:102` COM	NO CHANGE	+$32.3K	$236K	$269K	2,050	2,050
position key `pos:15174` · issuer key `iss:1602` COM	NO CHANGE	+$10.1K	$255K	$265K	2,800	2,800
position key `pos:16984` · issuer key `iss:187` COM	NO CHANGE	+$24.4K	$239K	$263K	1,425	1,425
position key `pos:11002` · issuer key `iss:696` COM	NO CHANGE	+$7.1K	$246K	$253K	3,657	3,657
position key `pos:14360` · issuer key `iss:1327` COM	NO CHANGE	+$23.8K	$220K	$244K	1,598	1,598
position key `pos:11901` · issuer key `iss:1012` COM	NO CHANGE	+$16.1K	$221K	$237K	1,567	1,567
position key `pos:13925` · issuer key `iss:1602` COM	NO CHANGE	+$3.1K	$219K	$222K	680	680
position key `pos:15837` · issuer key `iss:1075` COM	NO CHANGE	−$17.2K	$237K	$220K	9,783	9,783
position key `sid:sec:prov:1bbe22b229b05e70f9ec5041061de81b` · issuer key `cusip6:128125` COM	NO CHANGE	−$22.6K	$209K	$186K	10,885	10,885
position key `pos:16039` · issuer key `iss:686` COM	NO CHANGE	−$21.1K	$81.4K	$60.3K	22,000	22,000
position key `cusip:932397102` · issuer key `cusip6:932397` COM	NO CHANGE	−$81	$656	$575	10,000	10,000
position key `cusip:EGB32C103` · issuer key `cusip6:EGB32C` COM	NO CHANGE	$0	$0	$0	43,613	43,613

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 279 issuers · $2.7B disclosed value over 300 rows · 0 undisclosed-value rows

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This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Apple Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$115M

454,841

4.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA Corp · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$102M

583,726

3.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Microsoft Corp · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$89.9M

242,846

3.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Broadcom Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$77.9M

251,841

2.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Alphabet Inc Cl A

2 positions · 2 reported rows

Rows Azimuth Capital Investment Management LLC reported for Alphabet Inc Cl A, as it reported them
Alphabet Inc Cl A · COM CUSIP — src ↗	$71.6M	248,975
Alphabet Inc Cl C · COM CUSIP — src ↗	$4.6M	16,042

$76.2M

265,017

2.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Eli Lilly and Co · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$61.3M

66,598

2.3%

—

iShares MSCI Emerging Markets

16 positions · 16 reported rows

Rows Azimuth Capital Investment Management LLC reported for iShares MSCI Emerging Markets, as it reported them
iShares MSCI Emerging Markets · COM CUSIP — src ↗	$18.2M	320,528
iShares S&P Smallcap 600 Growt · COM CUSIP — src ↗	$5.9M	40,470
iShares MSCI EAFE ETF · COM CUSIP — src ↗	$4.1M	42,633
iShares S&P Smallcap 600 Value · COM CUSIP — src ↗	$3.9M	32,804
iShares Russell 1000 Value ETF · COM CUSIP — src ↗	$3.3M	15,633
iShares Russell 1000 Growth ET · COM CUSIP — src ↗	$3.0M	7,079
iShares S&P MidCap 400 · COM CUSIP — src ↗	$2.1M	31,060
iShares S&P Smallcap 600 · COM CUSIP — src ↗	$1.6M	13,045
iShares S&P 500 Value ETF · COM CUSIP — src ↗	$1.3M	6,190
iShares Russell 2000 ETF · COM CUSIP — src ↗	$1.2M	4,921
iShares S&P 500 Growth ETF · COM CUSIP — src ↗	$1.1M	9,655
iShares Russell 1000 ETF · COM CUSIP — src ↗	$715K	2,004
iShares Core S&P 500 ETF · COM CUSIP — src ↗	$596K	913
iShares 1-3 Year Treasury Bond · ETF CUSIP — src ↗	$585K	7,083
iShares DJ Select DVD Index · COM CUSIP — src ↗	$237K	1,567
iShares S&P Midcap 400 Growth · COM CUSIP — src ↗	$204K	2,024

ticker not yet mapped

$48.1M

537,609

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PepsiCo Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$42.7M

275,069

1.6%

—

Monolithic Power Systems Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$39.4M

36,073

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Hershey Co · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$37.4M

179,858

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Exxon Mobil Corp · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$35.8M

211,183

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Chevron Corp · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$31.1M

150,297

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Bank of America Corp · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$29.2M

598,471

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMorgan Chase & Co · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$28.5M

97,037

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Wells Fargo & Co · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$27.5M

345,910

1.0%

—

SLB Ltd · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$27.3M

531,948

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Advanced Micro Devices Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$26.9M

132,339

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Walmart Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$26.9M

216,183

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WEC Energy Group Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$26.1M

225,562

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Bank of New York Mellon Corp · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$25.9M

218,606

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Boeing Co · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$25.7M

129,329

1.0%

—

Visa Inc Cl A · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$24.4M

80,771

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Marvell Technology Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$23.1M

232,738

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Costco Wholesale Corp · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$22.7M

22,827

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Meta Platforms Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$22.6M

39,425

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Yum! Brands Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$22.4M

143,968

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AbbVie Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$22.2M

101,872

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Amazon.com Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$22.0M

105,734

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Johnson & Johnson · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$21.5M

88,108

0.8%

—

iShares MSCI Europe Financials · COM CUSIP 464289180
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$20.8M

597,745

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Xcel Energy Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$20.8M

261,445

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Gildan Activewear Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$20.5M

369,258

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE Vernova Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$20.0M

22,956

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Fastenal Co · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$20.0M

430,829

0.8%

—

Mastercard Inc Cl A · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$18.0M

35,971

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Edwards Lifesciences Corp · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$17.9M

223,417

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Oracle Corp · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$17.5M

119,259

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Stryker Corp · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$17.5M

53,389

0.7%

—

Vanguard US Tot Mkt ETF

3 positions · 3 reported rows

Rows Azimuth Capital Investment Management LLC reported for Vanguard US Tot Mkt ETF, as it reported them
Vanguard US Tot Mkt ETF · COM CUSIP — src ↗	$13.5M	42,100
Vanguard S&P 500 ETF · COM CUSIP 922908363 src ↗	$3.8M	6,404
Vanguard Mid-Cap ETF · COM CUSIP — src ↗	$201K	700

ticker not yet mapped

$17.5M

49,204

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

General Dynamics Corp · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$17.5M

50,922

0.7%

—

IBM · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$17.2M

70,755

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

IDEXX Laboratories Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$17.0M

30,214

0.6%

—

WESCO Int'l · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$16.9M

61,783

0.6%

—

Taiwan Semiconductor Mfg Co Lt · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$16.5M

48,947

0.6%

—

Amphenol Corp Cl A · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$16.5M

130,486

0.6%

—

Casey's General Stores Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$16.5M

22,651

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Chubb Ltd · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$16.4M

50,410

0.6%

—

Johnson Controls Int'l · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$16.3M

124,484

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Generac Hldgs Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$16.2M

82,924

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Corteva Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$16.1M

191,895

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Neurocrine Biosciences Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$16.0M

121,704

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Merck & Co Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$15.9M

132,533

0.6%

—

Airbnb Inc Cl A · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$15.9M

126,196

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Autodesk Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$15.8M

66,022

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Citigroup Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$15.6M

137,648

0.6%

—

Corpay Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$15.2M

52,192

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Ross Stores Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$15.2M

70,037

0.6%

—

ASML Holding NV ADR · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$15.1M

11,424

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Cummins Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$14.6M

27,173

0.6%

—

Republic Services Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$14.6M

66,607

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Intuitive Surgical Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$14.2M

30,703

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Home Depot Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$14.1M

42,778

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Verizon Communications Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$14.0M

278,904

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Linde PLC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$13.8M

27,900

0.5%

—

Murata Manufacturing Co · COM CUSIP 626425102
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$13.5M

1,256,588

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Gilead Sciences Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$13.4M

96,471

0.5%

—

PNC Financial Services Group I · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$13.3M

63,867

0.5%

—

State Street Corp · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$12.9M

102,169

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HEICO Corp · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$12.7M

46,371

0.5%

—

Duke Energy Corp · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$12.6M

95,971

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

T-Mobile US Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$12.2M

58,286

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BlackRock Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$12.2M

12,727

0.5%

—

Intercontinental Exchange Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$12.2M

77,574

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ResMed Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$12.2M

54,275

0.5%

—

CrowdStrike Holdings Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$12.2M

31,179

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Coca-Cola Co · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$11.9M

156,031

0.4%

—

Nokia Corp ADR · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$11.9M

1,475,220

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Thermo Fisher Scientific Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$11.8M

23,984

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Texas Instruments Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$11.6M

59,893

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AstraZeneca PLC · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$11.5M

58,545

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Cisco Systems Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$11.4M

147,310

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Pfizer Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$11.3M

401,847

0.4%

—

iShares MSCI Japan ETF · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$11.0M

130,725

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Sherwin-Williams Co · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$11.0M

34,370

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MSCI Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$11.0M

20,437

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Union Pacific Corp · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$10.8M

44,585

0.4%

—

DSV A/S ADR · COM CUSIP 26251A108
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$10.8M

91,129

0.4%

—

Mondelez International Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$10.6M

184,100

0.4%

—

Vanguard Total Bond Market ETF · ETF CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$10.5M

143,000

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Palo Alto Networks Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$10.5M

65,619

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Procter & Gamble Co · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$10.5M

72,638

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Starbucks Corp · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$10.5M

116,966

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Southern Co · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$10.3M

107,218

0.4%

—

WisdomTree Europe Hedged Equit · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$10.3M

197,210

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Lockheed Martin Corp · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$10.2M

16,817

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Netflix Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$10.2M

105,612

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

Uber Technologies Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$9.9M

137,850

0.4%

—

Walt Disney Co · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$9.9M

102,773

0.4%

—

Terreno Realty Corp · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

ticker not yet mapped

$9.8M

159,097

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CME Group Inc · COM CUSIP —
2026-03-31 filed 2026-05-12 +42d

src ↗

$9.1M

30,736

0.3%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 40.0%below median 80.0%
Concentration index: 116 bpsbelow median 446 bps
Positions with value: 300 / 300median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 40.0% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 116 · QoQ moves: 317

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Azimuth Capital Investment Management LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).