0001942364-24-000003.txt : 20240813
0001942364-24-000003.hdr.sgml : 20240813
20240813115938
ACCESSION NUMBER: 0001942364-24-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240630
FILED AS OF DATE: 20240813
DATE AS OF CHANGE: 20240813
EFFECTIVENESS DATE: 20240813
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: 241199829
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
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0001942364
XXXXXXXX
06-30-2024
06-30-2024
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
08-13-2024
0
304
2459605654
false
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Nordson Corporation
COM
655663102
2212244
9538
SH
SOLE
9538
0
0
Oracle Corp
COM
68389x105
2792230
19775
SH
SOLE
19775
0
0
Otis Worldwide Corp
COM
68902v107
340953
3542
SH
SOLE
2342
0
1200
PNC Financial
COM
693475105
3012425
19375
SH
SOLE
19190
0
185
PPG Industries Inc
COM
693506107
734946
5838
SH
SOLE
5838
0
0
Palantir Tech Inc-A
COM
69608a108
278630
11000
SH
SOLE
11000
0
0
Palo Alto Networks
COM
697435105
11849417
34953
SH
SOLE
34953
0
0
Parker Hannifin Corp
COM
701094104
571565
1130
SH
SOLE
1130
0
0
PayPal Holdings Inc
COM
70450y103
508343
8760
SH
SOLE
8760
0
0
Paychex Inc
COM
704326107
6187765
52191
SH
SOLE
51701
0
490
Pentair Plc
COM
g7s00t104
263285
3434
SH
SOLE
3434
0
0
Penumbra Inc
COM
70975l107
10977810
60998
SH
SOLE
60998
0
0
Pepsico Inc
COM
713448108
30602025
185546
SH
SOLE
178461
0
7085
Pfizer Inc
COM
717081103
13359107
477452
SH
SOLE
469852
0
7600
Philip Morris Int'l
COM
718172109
635238
6269
SH
SOLE
6269
0
0
Phillips 66
COM
718546104
318056
2253
SH
SOLE
1653
0
600
Pinnacle West Cap Corp
COM
723484101
1752921
22950
SH
SOLE
22950
0
0
Principal Financial Group
COM
74251v102
5056887
64460
SH
SOLE
63750
0
710
ProShares S&P 500 Div Aristocr
COM
74348a467
487860
5075
SH
SOLE
5075
0
0
Procter & Gamble Co
COM
742718109
12692243
76960
SH
SOLE
72030
0
4930
Progressive Corp
COM
743315103
1204718
5800
SH
SOLE
5475
0
325
Public Storage REIT
COM
74460d109
2627970
9136
SH
SOLE
9041
0
95
Qualcomm Inc
COM
747525103
1984437
9963
SH
SOLE
9963
0
0
RPM Int'l Inc
COM
749685103
769912
7150
SH
SOLE
7150
0
0
RTX Corp
COM
75513e101
5736787
57145
SH
SOLE
52844
0
4301
Realty Income Corp
COM
756109104
2390633
45260
SH
SOLE
44835
0
425
Reins Grp of America
COM
759351604
11560806
56320
SH
SOLE
56025
0
295
Republic Services
COM
760759100
24287836
124976
SH
SOLE
123296
0
1680
ResMed Inc
COM
761152107
12396359
64760
SH
SOLE
64760
0
0
Rockwell Automation
COM
773903109
6305013
22904
SH
SOLE
22704
0
200
Roper Industries Inc
COM
776696106
9942962
17640
SH
SOLE
17558
0
82
Ross Stores
COM
778296103
19870621
136737
SH
SOLE
134962
0
1775
S&P Global Inc
COM
78409v104
345650
775
SH
SOLE
775
0
0
SPDR Gold Trust
COM
78463v107
393468
1830
SH
SOLE
1830
0
0
SPDR S&P 500 ETF Trust
COM
78462f103
500682
920
SH
SOLE
920
0
0
SPDR S&P 600 Small Cap Value E
COM
78464a300
262338
3350
SH
SOLE
3350
0
0
STERIS Plc
COM
g8473t100
324919
1480
SH
SOLE
1480
0
0
Salesforce.com
COM
79466l302
11014678
42842
SH
SOLE
42842
0
0
Schlumberger Ltd
COM
806857108
17867302
378705
SH
SOLE
376905
0
1800
ServiceNow, Inc
COM
81762p102
27785184
35320
SH
SOLE
35320
0
0
Shell PLC Fun Spon ADR
COM
780259305
4904270
67945
SH
SOLE
67945
0
0
Sherwin Williams
COM
824348106
19423018
65084
SH
SOLE
64684
0
400
Shyft Group Inc.
COM
825698103
302430
25500
SH
SOLE
25500
0
0
Snap-On Inc
COM
833034101
493504
1888
SH
SOLE
1888
0
0
Southern Co
COM
842587107
7546863
97291
SH
SOLE
95951
0
1340
Stanley Black & Decker Inc
COM
854502101
293596
3675
SH
SOLE
3675
0
0
Starbucks Corp
COM
855244109
10472027
134515
SH
SOLE
133390
0
1125
State Street Corp
COM
857477103
7667954
103621
SH
SOLE
102521
0
1100
Stryker Corp
COM
863667101
32418427
95278
SH
SOLE
94108
0
1170
Sysco Corp
COM
871829107
1047291
14670
SH
SOLE
14670
0
0
TELUS Corp
COM
87971m103
2816555
186034
SH
SOLE
184559
0
1475
TJX Companies
COM
872540109
5201674
47245
SH
SOLE
46920
0
325
Taiwan Semiconductor
COM
874039100
16776663
96523
SH
SOLE
95648
0
875
Target Corp
COM
87612e106
9181145
62018
SH
SOLE
61132
0
886
Techtronic INDS LTD SP ADR
COM
87873r101
7882107
137980
SH
SOLE
136880
0
1100
Tencent Holdings LTD-UNS ADR
COM
88032Q109
10213573
214130
SH
SOLE
212405
0
1725
Terreno Realty Corp
COM
88146m101
9734814
164495
SH
SOLE
163070
0
1425
Tesla Inc
COM
88160r101
324523
1640
SH
SOLE
1640
0
0
Texas Instruments
COM
882508104
7057743
36281
SH
SOLE
35021
0
1260
The Toro Co
COM
891092108
1923501
20570
SH
SOLE
20170
0
400
The Trade Desk Inc Cl A
COM
88339j105
10082474
103230
SH
SOLE
103230
0
0
Thermo Fisher Sci Inc
COM
883556102
1511349
2733
SH
SOLE
2733
0
0
Travelers Company Inc
COM
89417e109
2533413
12459
SH
SOLE
7884
0
4575
Tyler Technologies Inc
COM
902252105
18818553
37429
SH
SOLE
37429
0
0
Unilever PLC Spons ADR
COM
904767704
205388
3735
SH
SOLE
3735
0
0
Union Pacific Corp
COM
907818108
17671132
78101
SH
SOLE
77266
0
835
United Health Group
COM
91324p102
17896924
35143
SH
SOLE
34668
0
475
United Parcel Service
COM
911312106
3383616
24725
SH
SOLE
23965
0
760
VF Corp
COM
918204108
488835
36210
SH
SOLE
35310
0
900
Valero Energy Corp
COM
91913y100
482821
3080
SH
SOLE
3080
0
0
VanEck Vectors Gold Miners ETF
COM
92189f106
209518
6175
SH
SOLE
6175
0
0
Vanguard ESG Internat'l Stock
COM
921910725
202736
3540
SH
SOLE
3540
0
0
Vanguard Emerg Mkt
COM
922042858
291704
6666
SH
SOLE
6666
0
0
Vanguard S&P 500 ETF
COM
922908363
855824
1711
SH
SOLE
1711
0
0
Vanguard Small Cap ETF
COM
922908751
240874
1105
SH
SOLE
1105
0
0
Vanguard Total Intl Stk ETF
COM
921909768
3009332
49906
SH
SOLE
49906
0
0
Vanguard US Tot Mkt ETF
COM
922908769
9662729
36121
SH
SOLE
36121
0
0
Vanguard Value ETF
COM
922908744
677411
4223
SH
SOLE
4223
0
0
Veeva Systems Inc
COM
922475108
6693591
36575
SH
SOLE
36575
0
0
Verizon Comm Inc
COM
92343v104
8909490
216040
SH
SOLE
213705
0
2335
Vertex Pharmaceuticals
COM
92532f100
10100447
21549
SH
SOLE
21549
0
0
Visa Inc Cl A
COM
92826c839
32209006
122715
SH
SOLE
121340
0
1375
WEC Energy Group Inc
COM
92939u106
6403199
81611
SH
SOLE
81261
0
350
Wal-Mart De Mexico SA Spon ADR
COM
93114w107
5846215
171067
SH
SOLE
169667
0
1400
Walgreens Boots Alliance Inc
COM
931427108
507022
41920
SH
SOLE
41920
0
0
Wallbridge Mining Co Ltd
COM
932397102
621
10000
SH
SOLE
10000
0
0
Walmart Inc
COM
931142103
21304235
314639
SH
SOLE
311639
0
3000
Walt Disney Co
COM
254687106
10611519
106874
SH
SOLE
105699
0
1175
Waste Management Inc
COM
94106l109
277342
1300
SH
SOLE
1300
0
0
Wells Fargo & Co
COM
949746101
2129607
35858
SH
SOLE
34758
0
1100
Welltower Inc
COM
95040q104
6340902
60824
SH
SOLE
60249
0
575
West Pharmaceutical Services
COM
955306105
10032231
30457
SH
SOLE
30082
0
375
Weyerhaeuser Co
COM
962166104
5761069
202926
SH
SOLE
201626
0
1300
WisdomTree Europe Hedged Eq Fu
COM
97717x701
8305529
183710
SH
SOLE
182300
0
1410
Workday Inc Cl A
COM
98138h101
9416794
42122
SH
SOLE
42122
0
0
Xylem Inc
COM
98419m100
18905466
139390
SH
SOLE
138280
0
1110
Yum! Brands Inc
COM
988498101
644153
4863
SH
SOLE
3163
0
1700
Zoetis Inc
COM
98978V103
11125725
64177
SH
SOLE
63452
0
725
Zscaler Inc
COM
98980g102
211409
1100
SH
SOLE
1100
0
0
iShares DJ Select DVD Index
COM
464287168
201674
1667
SH
SOLE
1667
0
0
iShares Gold Trust
COM
464285204
747864
17024
SH
SOLE
17024
0
0
iShares MSCI EAFE
COM
464287465
4061254
51848
SH
SOLE
51848
0
0
iShares MSCI EU Financial
COM
464289180
11930737
533575
SH
SOLE
529375
0
4200
iShares MSCI Emerging Mkts
COM
464287234
6995919
164262
SH
SOLE
163462
0
800
iShares S&P 500 Growth
COM
464287309
721257
7794
SH
SOLE
7794
0
0
iShares S&P 500 Val
COM
464287408
932437
5123
SH
SOLE
5123
0
0
iShares S&P MidCap 400
COM
464287507
2056100
35135
SH
SOLE
35135
0
0
iShares S&P Smallcap 600
COM
464287804
267930
2512
SH
SOLE
2512
0
0
iShares S&P Smallcap 600 Growt
COM
464287887
6512043
50705
SH
SOLE
50705
0
0
iShares S&P Smallcap 600 Value
COM
464287879
4819959
49552
SH
SOLE
49552
0
0
iShares Trust S&P 500
COM
464287200
602500
1101
SH
SOLE
1101
0
0
iShares-Russell 1000
COM
464287622
679879
2285
SH
SOLE
2285
0
0
iShares-Russell 1000 Growth
COM
464287614
5577732
15302
SH
SOLE
15302
0
0
iShares-Russell 1000 Value
COM
464287598
4006355
22963
SH
SOLE
22963
0
0
iShares-Russell 2000
COM
464287655
2089564
10299
SH
SOLE
10299
0
0
1-3yr Treasury Bond ETF
ETF
464287457
570325
6985
SH
SOLE
6985
0
0
Intermediate Gov/Credit ETF
ETF
464288612
1032736
9956
SH
SOLE
9956
0
0
SPDR Barclays Capital HY
ETF
78468r622
209091
2218
SH
SOLE
2218
0
0
Vanguard Intermediate-Term Cor
ETF
92206c870
462795
5790
SH
SOLE
5790
0
0
Vanguard Short-Term Corp Bond
ETF
92206c409
212506
2750
SH
SOLE
2750
0
0
Vanguard Total Bond Market ETF
ETF
921937835
6096150
84610
SH
SOLE
84610
0
0
iShares Broad USD Inv Grade C
ETF
464288620
223434
4450
SH
SOLE
4450
0
0
iShares S&P PFD Stock Fund
ETF
464288687
550547
17450
SH
SOLE
17450
0
0