0001942364-24-000002.txt : 20240514
0001942364-24-000002.hdr.sgml : 20240514
20240514134034
ACCESSION NUMBER: 0001942364-24-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240514
DATE AS OF CHANGE: 20240514
EFFECTIVENESS DATE: 20240514
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Azimuth Capital Investment Management LLC
CENTRAL INDEX KEY: 0001942364
ORGANIZATION NAME:
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: 24942795
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
03-31-2024
03-31-2024
Azimuth Capital Investment Management LLC
200 E. LONG LAKE ROAD
SUITE 160
BLOOMFIELD HILLS
MI
48304
13F HOLDINGS REPORT
028-22605
000319062
801-123448
N
Daniel McEnroe
Senior Managing Director
2484334000
Daniel McEnroe
Bloomfield Hills
MI
05-14-2024
0
308
2422621024
false
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64539
SH
SOLE
64539
0
0
Newmont Corp
COM
651639106
275968
7700
SH
SOLE
7700
0
0
NextEra Energy
COM
65339f101
1527193
23896
SH
SOLE
23896
0
0
Nike Inc
COM
654106103
7551575
80353
SH
SOLE
79513
0
840
Nordson Corporation
COM
655663102
2404421
8758
SH
SOLE
8758
0
0
Oracle Corp
COM
68389x105
2578145
20525
SH
SOLE
20525
0
0
Otis Worldwide Corp
COM
68902v107
354096
3567
SH
SOLE
2367
0
1200
PNC Financial
COM
693475105
528109
3268
SH
SOLE
3268
0
0
PPG Industries Inc
COM
693506107
838681
5788
SH
SOLE
5788
0
0
Palantir Tech Inc-A
COM
69608a108
253110
11000
SH
SOLE
11000
0
0
Palo Alto Networks
COM
697435105
16971085
59730
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59730
0
0
Parker Hannifin Corp
COM
701094104
628043
1130
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1130
0
0
PayPal Holdings Inc
COM
70450y103
585158
8735
SH
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8735
0
0
Paychex Inc
COM
704326107
6323954
51498
SH
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51008
0
490
Pentair Plc
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g7s00t104
294170
3443
SH
SOLE
3443
0
0
Penumbra Inc
COM
70975l107
13982227
62650
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62650
0
0
Pepsico Inc
COM
713448108
32756819
187171
SH
SOLE
179886
0
7285
Pfizer Inc
COM
717081103
13432998
484072
SH
SOLE
476397
0
7675
Philip Morris Int'l
COM
718172109
581054
6342
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6342
0
0
Phillips 66
COM
718546104
376172
2303
SH
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1703
0
600
Pinnacle West Cap Corp
COM
723484101
1718790
23000
SH
SOLE
23000
0
0
Principal Financial Group
COM
74251v102
5248511
60810
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SOLE
60100
0
710
Private Bancorp of Amer
COM
74274f100
239050
7000
SH
SOLE
7000
0
0
ProShares S&P 500 Div Aristocr
COM
74348a467
517191
5100
SH
SOLE
5100
0
0
Procter & Gamble Co
COM
742718109
12566587
77452
SH
SOLE
72522
0
4930
Progressive Corp
COM
743315103
1479177
7152
SH
SOLE
6827
0
325
Public Storage REIT
COM
74460d109
2513660
8666
SH
SOLE
8571
0
95
Qualcomm Inc
COM
747525103
1703503
10062
SH
SOLE
10062
0
0
RPM Int'l Inc
COM
749685103
859414
7225
SH
SOLE
7225
0
0
RTX Corp
COM
75513e101
5833464
59812
SH
SOLE
54216
0
5596
Realty Income Corp
COM
756109104
2317644
42840
SH
SOLE
42365
0
475
Reins Grp of America
COM
759351604
10798387
55985
SH
SOLE
55690
0
295
Republic Services
COM
760759100
23782783
124231
SH
SOLE
122551
0
1680
ResMed Inc
COM
761152107
13163054
66470
SH
SOLE
66470
0
0
Rockwell Automation
COM
773903109
6987259
23984
SH
SOLE
23759
0
225
Roper Industries Inc
COM
776696106
9549984
17028
SH
SOLE
16946
0
82
Ross Stores
COM
778296103
19308039
131562
SH
SOLE
129787
0
1775
S&P Global Inc
COM
78409v104
329724
775
SH
SOLE
775
0
0
SPDR Gold Trust
COM
78463v107
345610
1680
SH
SOLE
1680
0
0
SPDR S&P 500 ETF Trust
COM
78462f103
476517
911
SH
SOLE
911
0
0
SPDR S&P 600 Small Cap Value E
COM
78464a300
277949
3350
SH
SOLE
3350
0
0
STERIS Plc
COM
g8473t100
332734
1480
SH
SOLE
1480
0
0
Salesforce.com
COM
79466l302
19113786
63463
SH
SOLE
63463
0
0
Schlumberger Ltd
COM
806857108
20786199
379241
SH
SOLE
377441
0
1800
ServiceNow, Inc
COM
81762p102
26812846
35169
SH
SOLE
35169
0
0
Shell PLC Fun Spon ADR
COM
780259305
4737046
70660
SH
SOLE
70660
0
0
Sherwin Williams
COM
824348106
22273926
64129
SH
SOLE
63729
0
400
Shyft Group Inc.
COM
825698103
316710
25500
SH
SOLE
25500
0
0
Snap-On Inc
COM
833034101
572593
1933
SH
SOLE
1933
0
0
Southern Co
COM
842587107
6806619
94879
SH
SOLE
93539
0
1340
Stanley Black & Decker Inc
COM
854502101
364789
3725
SH
SOLE
3725
0
0
Starbucks Corp
COM
855244109
16786281
183677
SH
SOLE
181652
0
2025
State Street Corp
COM
857477103
5360982
69335
SH
SOLE
68535
0
800
Stryker Corp
COM
863667101
33611401
93921
SH
SOLE
92751
0
1170
Sysco Corp
COM
871829107
1186852
14620
SH
SOLE
14620
0
0
TELUS Corp
COM
87971m103
3019790
188619
SH
SOLE
187144
0
1475
TJX Companies
COM
872540109
5103556
50321
SH
SOLE
49996
0
325
Taiwan Semiconductor
COM
874039100
14098453
103627
SH
SOLE
102752
0
875
Target Corp
COM
87612e106
10962211
61860
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SOLE
60974
0
886
Techtronic INDS LTD SP ADR
COM
87873r101
9230350
136175
SH
SOLE
135075
0
1100
Tencent Holdings LTD-UNS ADR
COM
88032Q109
8259986
212793
SH
SOLE
211068
0
1725
Terreno Realty Corp
COM
88146m101
7235674
108971
SH
SOLE
107546
0
1425
Tesla Inc
COM
88160r101
288296
1640
SH
SOLE
1640
0
0
Texas Instruments
COM
882508104
6287065
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34804
0
1285
The Toro Co
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2362221
25780
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25330
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450
The Trade Desk Inc Cl A
COM
88339j105
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102382
0
0
Thermo Fisher Sci Inc
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883556102
1541369
2652
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2652
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0
Travelers Company Inc
COM
89417e109
2894010
12575
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7900
0
4675
Tyler Technologies Inc
COM
902252105
15717295
36981
SH
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36981
0
0
Union Pacific Corp
COM
907818108
9133840
37140
SH
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36855
0
285
United Health Group
COM
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17299164
34969
SH
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34494
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475
United Parcel Service
COM
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24135
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23375
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760
VANGUARD INDEX FDS EXTEND MKT
COM
922908652
262029
1495
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1495
0
0
VF Corp
COM
918204108
611452
39860
SH
SOLE
38960
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900
Valero Energy Corp
COM
91913y100
535113
3135
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3135
0
0
Vanguard ESG Internat'l Stock
COM
921910725
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3540
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3540
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0
Vanguard S&P 500 ETF
COM
922908363
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1189
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0
Vanguard Small Cap ETF
COM
922908751
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1435
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1435
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0
Vanguard Total Intl Stk ETF
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921909768
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47830
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0
Vanguard US Tot Mkt ETF
COM
922908769
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SH
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0
0
Vanguard Value ETF
COM
922908744
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1300
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1300
0
0
Veeva Systems Inc
COM
922475108
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36513
0
0
Verizon Comm Inc
COM
92343v104
8776731
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206834
0
2335
Vertex Pharmaceuticals
COM
92532f100
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21624
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0
Visa Inc Cl A
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92826c839
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SOLE
120252
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1375
WEC Energy Group Inc
COM
92939u106
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SOLE
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350
WNS Holdings
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455
Wal-Mart De Mexico SA Spon ADR
COM
93114w107
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1400
Walgreens Boots Alliance Inc
COM
931427108
2370175
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SH
SOLE
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0
13090
Wallbridge Mining Co Ltd
COM
932397102
560
10000
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10000
0
0
Walmart Inc
COM
931142103
19546922
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321712
0
3150
Walt Disney Co
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254687106
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0
1175
Waste Management Inc
COM
94106l109
280079
1314
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1314
0
0
Wells Fargo & Co
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949746101
2118902
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35458
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1100
Welltower Inc
COM
95040q104
5455401
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0
625
West Pharmaceutical Services
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31026
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375
Weyerhaeuser Co
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962166104
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0
1300
Williams-Sonoma Inc
COM
969904101
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650
SH
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650
0
0
WisdomTree Europe Hedged Eq Fu
COM
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176910
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1410
Workday Inc Cl A
COM
98138h101
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58025
0
0
Xylem Inc
COM
98419m100
17540453
135720
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134710
0
1010
Yum! Brands Inc
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988498101
674255
4863
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3163
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1700
Zoetis Inc
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98978V103
11004911
65037
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64277
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760
Zscaler Inc
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98980g102
213241
1107
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1107
0
0
iShares DJ Select DVD Index
COM
464287168
205341
1667
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1667
0
0
iShares Gold Trust
COM
464285204
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20744
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20744
0
0
iShares MSCI EAFE
COM
464287465
1831749
22937
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SOLE
22937
0
0
iShares MSCI EU Financial
COM
464289180
9668980
425197
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SOLE
421397
0
3800
iShares MSCI Emerging Mkts
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464287234
5488699
133610
SH
SOLE
132810
0
800
iShares S&P 500 Growth
COM
464287309
668934
7922
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SOLE
7922
0
0
iShares S&P 500 Val
COM
464287408
1001862
5363
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SOLE
5363
0
0
iShares S&P MidCap 400
COM
464287507
2149285
35385
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SOLE
35385
0
0
iShares S&P Midcap 400 Growth
COM
464287606
205221
2249
SH
SOLE
2249
0
0
iShares S&P Smallcap 600
COM
464287804
267127
2417
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SOLE
2417
0
0
iShares S&P Smallcap 600 Value
COM
464287879
492670
4794
SH
SOLE
4794
0
0
iShares Trust S&P 500
COM
464287200
578829
1101
SH
SOLE
1101
0
0
iShares-Russell 1000
COM
464287622
757807
2631
SH
SOLE
2631
0
0
iShares-Russell 1000 Growth
COM
464287614
270314
802
SH
SOLE
802
0
0
iShares-Russell 2000
COM
464287655
2201841
10470
SH
SOLE
10470
0
0
1-3yr Treasury Bond ETF
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464287457
567717
6942
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SOLE
6942
0
0
Intermediate Gov/Credit ETF
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464288612
1052901
10126
SH
SOLE
10126
0
0
SPDR Barclays Capital HY
ETF
78468r622
213343
2241
SH
SOLE
2241
0
0
Vanguard Intermediate-Term Cor
ETF
92206c870
224623
2790
SH
SOLE
2790
0
0
Vanguard Short-Term Corp Bond
ETF
92206c409
390415
5050
SH
SOLE
5050
0
0
Vanguard Total Bond Market ETF
ETF
921937835
6145224
84610
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SOLE
84610
0
0
iShares Broad USD Inv Grade C
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464288620
226180
4455
SH
SOLE
4455
0
0
iShares S&P PFD Stock Fund
ETF
464288687
602701
18700
SH
SOLE
18700
0
0