SEC 13F Intelligence

Managers / Q4 2022 · view latest →

Azimuth Capital Investment Management LLC

CIK 0001942364 · 200 E. LONG LAKE ROAD, SUITE 160, BLOOMFIELD HILLS, MI, 48304 · 2484334000

Reported Value
$1.97T
Q4 2022
Positions
304
Filings on Record
16
2019–present window
Filed
Feb 14, 2023
original filing

Summary

Azimuth Capital Investment Management Llc reported $1.97T in U.S.-listed holdings across 304 positions for Q4 2022.

Its largest position, AAPL, represents 2.4% of the portfolio.

Compared with Q3 2022, the fund opened 17 new positions and exited 13.

Reported Value by Quarter

13F Reported Value
Q2 ’22: $2.0BQ2 ’22Q3 ’22: $1.8BQ4 ’22: $1.97TQ4 ’22Q1 ’23: $2.0BQ2 ’23: $2.1BQ2 ’23Q3 ’23: $2.0BQ4 ’23: $2.2BQ4 ’23Q1 ’24: $2.4BQ2 ’24: $2.5BQ2 ’24Q3 ’24: $2.6BQ4 ’24: $2.6BQ4 ’24Q1 ’25: $2.5BQ2 ’25: $2.7BQ2 ’25Q3 ’25: $2.8BQ4 ’25: $2.8BQ4 ’25Q1 ’26: $2.7Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 54.8%Other: 38.2%ETP: 3.6%ADR: 2.5%REIT: 0.9%
  • Common Stock · 54.8% · $1.08T
  • Other · 38.2% · $752.9B
  • ETP · 3.6% · $71.0B
  • ADR · 2.5% · $49.3B
  • REIT · 0.9% · $18.2B

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2022

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$2.7B300May 12, 202613F-HRchanges · EDGAR ↗
Q4 2025$2.8B307Feb 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$2.8B298Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$2.7B299Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$2.5B302May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$2.6B300Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$2.6B303Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$2.5B304Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$2.4B308May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$2.2B302Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$2.0B292Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$2.1B306Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$2.0B303May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.97T304Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.8B301Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$2.0B306Aug 11, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.