Azimuth Capital Investment Management portfolio
Type not verifiedPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 12, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Azimuth Capital Investment Management reported a $3.0 bn portfolio of 309 companies (312 positions, counting each share class separately) to the SEC as of the end of Q2 2026. Its largest positions are AAPL, NVDA, AVGO. During the quarter it opened Old Dominion Freight Line and Roku and exited Autodesk.
Sections with a free account
What changed this quarter
223 positions with a change (25 new, 37 added to, 147 trimmed, 14 sold); also, 2 entered through a spin-off. 4 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Old Dominion Freight Line+1.1 ppof portfolioNew— → 1.1%
- Marvell Technology−45%fewer sharesReduced0.9% → 1.3%
- Roku+0.7 ppof portfolioNew— → 0.7%
- Autodesk−0.5 ppof portfolioSold out0.6% → —
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- AppleAAPL4.4%
- NVIDIANVDA4.2%
- BroadcomAVGO3.2%
- MicrosoftMSFT2.8%
- AlphabetGOOGL2.7%
- Eli LillyLLY2.5%
- Advanced Micro DevicesAMD2.2%
- Monolithic Power SystemsMPWR1.4%
- GE VernovaGEV1.3%
- Marvell TechnologyMRVL1.3%
- PepsicoPEP1.2%
- Bank of AmericaBAC1.1%
- Old Dominion Freight LineODFL1.1%
- HersheyHSY1.1%
- Amazon.comAMZN1.0%
Portfolio by sector
- ● Information Technology 28%
- ● Industrials 13%
- ● Health Care 12%
- ● Financials 11%
- ● No sector 9%
- ● Consumer Staples 6%
- ● Communication Services 6%
- ● Consumer Discretionary 6%
- ● Energy 4%
- ● Utilities 3%
- ● Materials 2%
- ● Real Estate 1%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified: we have not assigned a type because we found no document that is enough to tell. Most 13F filers are in this situation: we only review in depth those that meet the portfolio criteria.
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
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