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Azimuth Capital Investment Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Azimuth Capital Investment Management LLC
报告期 2026-03-31 · CIK 0001942364
持仓数
300
前50大市值合计
$1.52B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 3
增持 56
减持 84
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
—
Globant SA
+$12.1M
64,557
清仓
—
iShares iBonds Dec 2026 Muni E
-$11.2M
0
-100%
减持
—
Signature Bank NY
-$9.9M
40,334
-55%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
ABT
Abbott Labs
-$8.5M
73,246
-49%
减持
—
ServiceNow, Inc
-$7.9M
35,360
-21%
减持
UNP
Union Pacific Corp
-$7.6M
38,581
-46%
增持
—
EPAM Systems
+$7.5M
54,964
+31%
建仓
BAH
Booz Allen Hamilton Cl A
+$7.0M
75,860
减持
BNY
Bank of NY Mellon
-$6.9M
163,860
-48%
增持
CVS
CVS Health Corp
+$6.7M
311,167
+25%
减持
ZTS
Zoetis Inc
-$6.6M
59,996
-34%
清仓
AOS
A.O. Smith Corp
-$6.6M
0
-100%
减持
EEFT
Euronet Worldwide Inc
-$6.4M
81,757
-34%
增持
—
CDW Corp
+$6.1M
130,080
+45%
减持
—
NVIDIA Corp
-$6.1M
79,560
-23%
增持
—
Agilent Technologies
+$6.0M
113,676
+73%
建仓
TEAM
Atlassian Corp PLC
+$5.8M
27,622
减持
—
iShares iBonds Dec 2024 Corp E
-$5.6M
24,075
-90%
减持
INTC
Intel Corp
-$5.4M
359,799
-8%
减持
PFE
Pfizer Inc
-$5.1M
529,543
-2%
清仓
—
iShares iBonds Dec 2025 Muni E
-$4.7M
0
-100%
增持
MSFT
Microsoft Corp
-$4.7M
208,090
+1%
减持
—
iShares iBonds Dec 2023 Corp E
-$4.5M
18,525
-91%
增持
—
Broadcom Inc
+$4.5M
45,163
+41%
增持
—
Mastercard Inc-A
+$4.5M
43,372
+74%
增持
—
TELUS Corp
+$4.4M
466,365
+112%
减持
DOW
Dow Inc
-$4.1M
129,705
-32%
减持
—
The Trade Desk Inc Cl A
+$3.9M
218,785
-1%
减持
OMAB
Grupo Aeroportuario Cen-ADR
-$3.8M
90,000
-45%
减持
AAPL
Apple Computer Inc
-$3.8M
376,324
-8%
减持
—
iShares iBonds Dec 2026 Corp E
-$3.7M
8,700
-95%
清仓
LGRDY
Legrand SA ADR
-$3.6M
0
-100%
减持
IBM
IBM
-$3.5M
143,436
-1%
减持
TSM
Taiwan Semiconductor
-$3.5M
89,865
-24%
增持
CLX
Clorox Co
+$3.4M
47,472
+149%
减持
—
Exxon Mobil Corp
-$3.4M
331,126
-12%
减持
—
Verizon Comm Inc
-$3.3M
238,671
-2%
增持
—
Alphabet Inc Cl A
-$3.2M
242,516
+1901%
增持
NICE
NICE Systems Ltd
+$3.2M
35,833
+93%
减持
—
ASML Holdings NV NY Reg Shares
-$3.1M
7,357
-43%
减持
—
iShares iBonds Dec 2025 Corp E
-$3.0M
11,725
-91%
减持
—
Fleetcor Technologies
-$3.0M
87,747
-0%
增持
—
WNS Holdings Ltd-ADR
+$2.9M
137,000
+23%
清仓
—
iShares iBonds Dec 2024 Muni E
-$2.8M
0
-100%
减持
—
Workday Inc Cl A
-$2.7M
45,051
-34%
减持
—
Enphase Energy Inc
-$2.7M
78,709
-37%
减持
—
AbbVie Inc
-$2.6M
103,247
-4%
增持
—
PayPal Holdings Inc
+$2.6M
91,208
+22%
减持
BAX
Baxter Int'l Inc
-$2.6M
162,985
-8%
增持
—
Zscaler Inc
+$2.5M
112,639
+5%
增持
—
Visa Inc Cl A
-$2.3M
127,644
+1%
增持
RGA
Reins Grp of America
+$2.2M
230,985
+1%
减持
—
Capgemini
-$2.2M
224,885
-19%
增持
JNJ
Johnson & Johnson
-$2.2M
164,616
+0%
减持
—
Icon PLC
-$2.2M
35,506
-12%
增持
—
Chubb Ltd
-$2.0M
154,203
+1%
减持
—
Comcast Corp Cl A
-$2.0M
191,535
-1%
减持
—
Goldman Sachs BDC Inc
-$1.8M
182,065
-31%
增持
—
Omnicell Inc
-$1.7M
68,104
+1%
减持
—
Valero Energy Corp
-$1.7M
51,752
-24%
清仓
—
iShares iBonds Dec 2023 Muni E
-$1.7M
0
-100%
增持
—
Walgreens Boots Alliance Inc
-$1.7M
301,475
+3%
减持
—
Vanguard Short-Term Corp Bond
-$1.6M
40,784
-34%
增持
BALL
Ball Corp
-$1.6M
98,713
+6%
增持
TTC
The Toro Co
+$1.5M
29,105
+127%
减持
—
First Republic Bk/CA
-$1.5M
95,132
-2%
增持
—
AT&T Inc
-$1.5M
274,949
+1%
增持
PG
Procter & Gamble Co
-$1.5M
86,487
+0%
减持
—
Welltower Inc
-$1.4M
61,502
-6%
减持
DLR
Digital Realty Trust Inc
-$1.4M
39,133
-4%
增持
WST
West Pharmaceutical Services
-$1.4M
25,824
+1%
减持
WY
Weyerhaeuser Co
-$1.3M
261,139
-2%
增持
NKE
Nike Inc
-$1.3M
72,816
+1%
减持
—
Garmin Ltd
-$1.3M
58,971
-5%
减持
—
Edwards Lifesciences
-$1.3M
100,643
-1%
增持
KMB
Kimberly-Clark Corp
-$1.3M
58,915
+0%
减持
IP
Int'l Paper Co
-$1.3M
111,208
-3%
减持
EL
Estee Lauder Cl A
-$1.3M
31,397
-1%
减持
—
JP Morgan Chase & Co
-$1.2M
146,972
-0%
减持
CCOI
Cogent Communications Hldgs In
-$1.1M
96,915
-5%
增持
—
Meta Platforms
-$1.1M
46,698
+1%
减持
—
Diageo PLC ADR
-$1.1M
59,420
-8%
增持
GD
General Dynamics
-$1.1M
139,717
+1%
减持
FAST
Fastenal Co
-$1.1M
270,382
-0%
增持
—
Accenture LTD Cl A
-$1.0M
58,899
+1%
增持
SBUX
Starbucks Corp
+$1.0M
99,964
+3%
增持
—
Raytheon Technologies Co
-$1.0M
74,073
+1%
减持
EUFN
iShares MSCI EU Financial
-$1.0M
457,145
-2%
增持
APH
Amphenol Corp Cl A
+$995.0K
284,054
+1%
减持
ROST
Ross Stores
+$989.0K
80,932
-3%
减持
WMT
Walmart Inc
+$984.0K
127,195
-0%
增持
MPWR
Monolithic Power Sys Inc
-$974.0K
54,313
+1%
减持
—
Salesforce.com
-$973.0K
45,096
-0%
增持
INTU
Intuit Inc
+$969.0K
35,091
+7%
减持
MGA
Magna Int'l Cl A
-$960.0K
125,303
-0%
减持
BA
Boeing Co
-$959.0K
59,141
-0%
减持
—
3M Co
-$952.0K
43,252
-2%
减持
—
AstraZeneca PLC
-$947.0K
68,235
-4%
减持
—
Merck & Co Inc
-$945.0K
177,468
-0%
减持
KO
Coca-Cola Co
-$940.0K
119,171
-2%
增持
DE
Deere & Co
+$940.0K
5,745
+76%
减持
KHC
Kraft Heinz Co
-$940.0K
152,903
-3%
减持
EMR
Emerson Electric Co
-$937.0K
127,515
-1%
增持
MDLZ
Mondelez Int'l Inc
-$924.0K
153,252
+2%
减持
—
Penumbra Inc
+$904.0K
33,768
-24%
减持
MLM
Martin Marietta Materials
+$862.0K
40,400
-1%
减持
LMT
Lockheed Martin
-$860.0K
14,999
-3%
增持
VFC
VF Corp
-$857.0K
76,905
+8%
减持
—
DBS Group
+$840.0K
137,052
-2%
增持
RSG
Republic Services
+$840.0K
135,158
+1%
减持
BMY
Bristol-Myers Squibb
-$833.0K
135,707
-0%
减持
—
Lonza Group AG
-$793.0K
97,507
-8%
减持
—
Iron Mountain Inc
-$788.0K
109,240
-5%
减持
PEP
Pepsico Inc
-$760.0K
200,750
-0%
增持
DIS
Walt Disney Co
+$756.0K
124,967
+7%
增持
AMZN
Amazon.com Inc
+$707.0K
98,291
+0%
减持
EEM
iShares MSCI Emerging Mkts
-$673.0K
126,928
-0%
增持
NEM
Newmont Corp
+$669.0K
93,115
+71%
减持
MCD
McDonald's Corp
-$668.0K
38,629
-0%
减持
—
IDEXX Laboratories Inc
-$667.0K
20,904
-2%
减持
AMGN
Amgen Inc
-$655.0K
23,744
-4%
减持
—
Cisco Systems Inc
-$651.0K
204,184
-1%
增持
—
BlackRock, Inc
-$643.0K
11,550
+1%
增持
—
Cardinal Health
+$636.0K
27,323
+20%
减持
LLY
Eli Lilly & Co
-$629.0K
59,360
-3%
减持
—
Intuitive Surgical Inc
-$627.0K
36,441
-2%
减持
SHW
Sherwin Williams
-$624.0K
31,313
-0%
增持
VEEV
Veeva Systems Inc
-$615.0K
38,211
+9%
增持
—
Linde PLC F
-$615.0K
48,550
+2%
减持
UPS
United Parcel Service
-$600.0K
23,283
-3%
增持
—
Pinnacle Financial Partners
+$585.0K
38,287
+10%
减持
ADP
Automatic Data Proc
+$575.0K
43,420
-1%
增持
MRSH
Marsh & McLennan
-$568.0K
97,675
+0%
减持
SO
Southern Co
-$556.0K
25,880
-20%
减持
—
Duke Energy Corp
-$535.0K
35,712
-1%
减持
O
Realty Income Corp
-$533.0K
42,178
-4%
减持
BMO
Bank of Montreal
-$532.0K
41,592
-4%
增持
CL
Colgate-Palmolive Co
-$512.0K
54,965
+1%
增持
—
Japan Index (ETF)
-$509.0K
130,720
+0%
减持
MAS
Masco Corp
-$504.0K
4,605
-68%
增持
TD
Toronto-Dominion Bank
-$503.0K
123,968
+0%
增持
—
Endava Plc
-$479.0K
74,242
+1%
减持
RMD
ResMed Inc
+$476.0K
65,885
-1%
增持
—
WEC Energy Group Inc
-$476.0K
53,234
+2%
增持
CNI
Canadian Nat'l Railway
-$444.0K
102,658
+0%
清仓
C
Citigroup Inc
-$436.0K
0
-100%
增持
TJX
TJX Companies
+$420.0K
64,554
+0%
减持
—
Brookfield Asset Mgmt
-$417.0K
95,950
-2%
增持
GNTX
Gentex Corp
-$405.0K
98,550
+0%
减持
—
ConocoPhillips
+$393.0K
32,878
-1%
