0001942364-23-000003.txt : 20230814
0001942364-23-000003.hdr.sgml : 20230814
20230814150524
ACCESSION NUMBER: 0001942364-23-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230814
DATE AS OF CHANGE: 20230814
EFFECTIVENESS DATE: 20230814
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Azimuth Capital Investment Management LLC
CENTRAL INDEX KEY: 0001942364
IRS NUMBER: 874776421
STATE OF INCORPORATION: MI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22605
FILM NUMBER: 231168975
BUSINESS ADDRESS:
STREET 1: 200 E. LONG LAKE ROAD
STREET 2: SUITE 160
CITY: BLOOMFIELD HILLS
STATE: MI
ZIP: 48304
BUSINESS PHONE: 2484334000
MAIL ADDRESS:
STREET 1: 200 E. LONG LAKE ROAD
STREET 2: SUITE 160
CITY: BLOOMFIELD HILLS
STATE: MI
ZIP: 48304
13F-HR
1
primary_doc.xml
X0202
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0001942364
XXXXXXXX
06-30-2023
06-30-2023
Azimuth Capital Investment Management LLC
200 E. LONG LAKE ROAD
SUITE 160
BLOOMFIELD HILLS
MI
48304
13F HOLDINGS REPORT
028-22605
N
Daniel McEnroe
Senior Managing Director
2484334000
Daniel McEnroe
Bloomfield Hills
MI
08-14-2023
0
306
2101436033
false
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1490
Nordson Corporation
COM
655663102
2159166
8700
SH
SOLE
8700
0
0
NuVasive Inc
COM
670704105
555892
13366
SH
SOLE
13366
0
0
Oracle Corp
COM
68389x105
2578894
21655
SH
SOLE
21655
0
0
Otis Worldwide Corp
COM
68902v107
332986
3741
SH
SOLE
2391
0
1350
PIMCO Dynamic Inc Opp Fund
COM
69355m107
326500
25000
SH
SOLE
25000
0
0
PNC Financial
COM
693475105
350771
2785
SH
SOLE
2785
0
0
PPG Industries Inc
COM
693506107
882978
5954
SH
SOLE
5954
0
0
Palantir Tech Inc-A
COM
69608a108
162498
10600
SH
SOLE
10600
0
0
Palo Alto Networks
COM
697435105
23700597
92758
SH
SOLE
92558
0
200
Parker Hannifin Corp
COM
701094104
546056
1400
SH
SOLE
1400
0
0
PayPal Holdings Inc
COM
70450y103
5828865
87350
SH
SOLE
87175
0
175
Paychex Inc
COM
704326107
3809845
34056
SH
SOLE
33551
0
505
Pentair Plc
COM
g7s00t104
468350
7250
SH
SOLE
7250
0
0
Penumbra Inc
COM
70975l107
8776627
25509
SH
SOLE
25454
0
55
Pepsico Inc
COM
713448108
46986105
253677
SH
SOLE
245557
0
8120
Pfizer Inc
COM
717081103
18955710
516786
SH
SOLE
507136
0
9650
Philip Morris Int'l
COM
718172109
610125
6250
SH
SOLE
6250
0
0
Phillips 66
COM
718546104
219279
2299
SH
SOLE
1699
0
600
Pimco Access Income CF
COM
72203t100
147500
10000
SH
SOLE
10000
0
0
Pinnacle West Cap Corp
COM
723484101
1881726
23100
SH
SOLE
23100
0
0
Private Bancorp of Amer
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74274f100
312373
11548
SH
SOLE
11548
0
0
ProShares S&P 500 Div Aristocr
COM
74348a467
4339237
46025
SH
SOLE
46025
0
0
Procter & Gamble Co
COM
742718109
12103086
79762
SH
SOLE
74832
0
4930
Progressive Corp
COM
743315103
2025261
15300
SH
SOLE
14925
0
375
Public Storage REIT
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74460d109
2393708
8201
SH
SOLE
8011
0
190
Qualcomm Inc
COM
747525103
1153740
9692
SH
SOLE
9692
0
0
RPM Int'l Inc
COM
749685103
592039
6598
SH
SOLE
6598
0
0
Raytheon Technologies Co
COM
75513e101
6910686
70546
SH
SOLE
64634
0
5912
Realty Income Corp
COM
756109104
4822362
80655
SH
SOLE
79030
0
1625
Reins Grp of America
COM
759351604
16094142
116044
SH
SOLE
115049
0
995
Republic Services
COM
760759100
19762912
129026
SH
SOLE
126721
0
2305
ResMed Inc
COM
761152107
14301933
65455
SH
SOLE
65455
0
0
Rivernorth Flex Mun Inc
COM
76883y107
179750
12500
SH
SOLE
12500
0
0
Rockwell Automation
COM
773903109
9102045
27628
SH
SOLE
27403
0
225
Roper Industries Inc
COM
776696106
216360
450
SH
SOLE
450
0
0
Ross Stores
COM
778296103
8412217
75022
SH
SOLE
73822
0
1200
S&P Global Inc
COM
78409v104
306681
765
SH
SOLE
765
0
0
SPDR Gold Trust
COM
78463v107
278101
1560
SH
SOLE
1560
0
0
SPDR S&P 500 ETF Trust
COM
78462f103
437243
986
SH
SOLE
986
0
0
SPDR S&P 600 Small Cap Value E
COM
78464a300
351214
4550
SH
SOLE
4550
0
0
STERIS Plc
COM
g8473t100
312722
1390
SH
SOLE
1390
0
0
Salesforce.com
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79466l302
14778271
69953
SH
SOLE
69803
0
150
Schlumberger Ltd
COM
806857108
27152406
552777
SH
SOLE
548077
0
4700
ServiceNow, Inc
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81762p102
17344080
30863
SH
SOLE
30793
0
70
Shell PLC Fun Spon ADR
COM
780259305
5136768
85074
SH
SOLE
85074
0
0
Sherwin Williams
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824348106
7517668
28313
SH
SOLE
28033
0
280
Snap-On Inc
COM
833034101
516148
1791
SH
SOLE
1791
0
0
Southern Co
COM
842587107
1806479
25715
SH
SOLE
25215
0
500
Stanley Black & Decker Inc
COM
854502101
349070
3725
SH
SOLE
3725
0
0
Starbucks Corp
COM
855244109
22751352
229672
SH
SOLE
226622
0
3050
Stryker Corp
COM
863667101
28337936
92884
SH
SOLE
91464
0
1420
Sysco Corp
COM
871829107
1144164
15420
SH
SOLE
15420
0
0
TELUS Corp
COM
87971m103
3750273
192717
SH
SOLE
190167
0
2550
TJX Companies
COM
872540109
5010156
59089
SH
SOLE
58764
0
325
Taiwan Semiconductor
COM
874039100
8511593
84340
SH
SOLE
83040
0
1300
Target Corp
COM
87612e106
5857811
44411
SH
SOLE
43420
0
991
Techtronic INDS LTD SP ADR
COM
87873r101
3324493
61193
SH
SOLE
60333
0
860
Terreno Realty Corp
COM
88146m101
6557511
109110
SH
SOLE
107450
0
1660
Tesla Inc
COM
88160r101
248943
951
SH
SOLE
951
0
0
Texas Instruments
COM
882508104
8653381
48069
SH
SOLE
46339
0
1730
The Toro Co
COM
891092108
3437803
33820
SH
SOLE
33370
0
450
The Trade Desk Inc Cl A
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88339j105
16592802
214877
SH
SOLE
214402
0
475
Thermo Fisher Sci Inc
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883556102
13458019
25794
SH
SOLE
25739
0
55
Toronto-Dominion Bank
COM
891160509
4083234
65848
SH
SOLE
64993
0
855
Travelers Company Inc
COM
89417e109
2158073
12427
SH
SOLE
7752
0
4675
Tyler Technologies Inc
COM
902252105
8131160
19524
SH
SOLE
19479
0
45
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COM
907818108
7669362
37481
SH
SOLE
37071
0
410
United Health Group
COM
91324p102
21393767
44511
SH
SOLE
43746
0
765
United Parcel Service
COM
911312106
4116297
22964
SH
SOLE
22024
0
940
VF Corp
COM
918204108
4976858
260705
SH
SOLE
255355
0
5350
Valero Energy Corp
COM
91913y100
2662123
22695
SH
SOLE
22265
0
430
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COM
921946406
296784
2798
SH
SOLE
2798
0
0
Vanguard Mid-Cap ETF
COM
922908629
1624781
7380
SH
SOLE
7380
0
0
Vanguard S&P 500 ETF
COM
922908363
4104975
10079
SH
SOLE
10079
0
0
Vanguard Small Cap ETF
COM
922908751
1572675
7907
SH
SOLE
7907
0
0
Vanguard Total Intl Stk ETF
COM
921909768
2593980
46255
SH
SOLE
46255
0
0
Vanguard US Tot Mkt ETF
COM
922908769
7827870
35536
SH
SOLE
35536
0
0
Veeva Systems Inc
COM
922475108
7569302
38281
SH
SOLE
38206
0
75
Verizon Comm Inc
COM
92343v104
7836751
210722
SH
SOLE
205457
0
5265
Vertex Pharmaceuticals
COM
92532f100
15177526
43129
SH
SOLE
43029
0
100
Viatris Inc
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92556v106
384609
38538
SH
SOLE
38538
0
0
Visa Inc Cl A
COM
92826c839
29312631
123432
SH
SOLE
121657
0
1775
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92939u106
7336274
83140
SH
SOLE
82615
0
525
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92932M101
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SH
SOLE
129242
0
1825
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931427108
8523211
299165
SH
SOLE
283675
0
15490
Wallbridge Mining Co Ltd
COM
932397102
1050
10000
SH
SOLE
10000
0
0
Walmart Inc
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931142103
18719194
119094
SH
SOLE
118044
0
1050
Walt Disney Co
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254687106
10832878
121336
SH
SOLE
120011
0
1325
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COM
94106l109
225446
1300
SH
SOLE
1300
0
0
Wells Fargo & Co
COM
949746101
1604768
37600
SH
SOLE
36500
0
1100
Welltower Inc
COM
95040q104
4847252
59924
SH
SOLE
58799
0
1125
West Pharmaceutical Services
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955306105
12630689
33024
SH
SOLE
32574
0
450
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COM
95790k109
151537
11250
SH
SOLE
11250
0
0
Weyerhaeuser Co
COM
962166104
8566932
255653
SH
SOLE
252603
0
3050
Whirlpool Corp
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963320106
4344668
29200
SH
SOLE
28615
0
585
WisdomTree Europe Hedged Eq Fu
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97717x701
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90990
SH
SOLE
89785
0
1205
Workday Inc Cl A
COM
98138h101
9669221
42805
SH
SOLE
42705
0
100
Xylem Inc
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98419m100
14490815
128670
SH
SOLE
127160
0
1510
Yum! Brands Inc
COM
988498101
673769
4863
SH
SOLE
3163
0
1700
Zoetis Inc
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98978V103
16521655
95939
SH
SOLE
94714
0
1225
iShares DJ Select DVD Index
COM
464287168
217264
1918
SH
SOLE
1918
0
0
iShares Gold Trust
COM
464285204
431658
11862
SH
SOLE
11862
0
0
iShares MSCI EAFE
COM
464287465
1658220
22872
SH
SOLE
22872
0
0
iShares MSCI EU Financial
COM
464289180
8468967
441552
SH
SOLE
435252
0
6300
iShares MSCI Emerging Mkts
COM
464287234
5194268
131301
SH
SOLE
130001
0
1300
iShares S&P 500 Growth
COM
464287309
585336
8305
SH
SOLE
8305
0
0
iShares S&P 500 Val
COM
464287408
949570
5891
SH
SOLE
5891
0
0
iShares S&P MidCap 400
COM
464287507
2042782
7812
SH
SOLE
7812
0
0
iShares S&P Smallcap 600
COM
464287804
365217
3665
SH
SOLE
3665
0
0
iShares S&P Smallcap 600 Value
COM
464287879
465406
4894
SH
SOLE
4894
0
0
iShares Trust S&P 500
COM
464287200
769295
1726
SH
SOLE
1726
0
0
iShares-Russell 1000
COM
464287622
673697
2764
SH
SOLE
2764
0
0
iShares-Russell 1000 Growth
COM
464287614
222621
809
SH
SOLE
809
0
0
iShares-Russell 2000
COM
464287655
1841988
9836
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SOLE
9836
0
0
1-3yr Treasury Bond ETF
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464287457
587262
7243
SH
SOLE
7243
0
0
Intermediate Gov/Credit ETF
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464288612
1036306
10071
SH
SOLE
10071
0
0
SPDR Barclays Capital HY
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78468r622
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2233
SH
SOLE
2233
0
0
Vanguard Intermediate-Term Cor
ETF
92206c870
323233
4090
SH
SOLE
4090
0
0
Vanguard Short-Term Corp Bond
ETF
92206c409
1474916
19494
SH
SOLE
19494
0
0
Vanguard Short-Term Treas ETF
ETF
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873686
15134
SH
SOLE
15134
0
0
Vanguard Total Bond Market ETF
ETF
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3826765
52645
SH
SOLE
52645
0
0
iShares Broad USD Inv Grade C
ETF
464288620
293577
5861
SH
SOLE
5861
0
0
iShares S&P PFD Stock Fund
ETF
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1048527
33900
SH
SOLE
33900
0
0
iShares Short Term Corp Bond E
ETF
464288646
200680
4000
SH
SOLE
4000
0
0
iShares iBonds Dec 2024 Corp E
ETF
46434vbg4
302826
12300
SH
SOLE
9300
0
3000