Azimuth Capital Investment Management LLC
Azimuth Capital Investment Management LLC is an independent investment adviser headquartered in Bloomfield Hills, Michigan. The firm manages assets primarily for high net worth individuals and charitable organizations across the United States. With 23 employees, of whom approximately 43% are investment professionals, Azimuth focuses on tailored portfolio management and wealth advisory services, as indicated by its SEC filings. The firm serves a client base totaling over 1,500 accounts with roots dating to at least 2011, as shown by its SEC reporting history.
Investment Strategy
Azimuth Capital Investment Management LLC focuses on discretionary portfolio management, constructing diversified portfolios heavily weighted toward equities, particularly large-cap US companies, with some allocation to charitable organizations. The firm customizes investment strategies for each client, typically favoring long-term growth through core holdings in technology, healthcare, and consumer companies. Portfolio holdings data indicates active rebalancing based on market conditions and risk management, alongside personalized approaches for high net worth clients and related institutions.
Top Holdings
Equity Positions (295)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corp | 4.55% | $122.4M | 245,994 | $307.97 | $497.41 | +$41.4M |
N NVDA | NVIDIA Corp | 3.32% | $89.3M | 564,966 | $20.58 | $157.99 | +$8.8M |
A AAPL | Apple Inc | 2.87% | $77.1M | 375,631 | $161.38 | $205.17 | -$21.1M |
A AVGO | Broadcom Inc | 2.84% | $76.3M | 276,632 | $79.71 | $275.65 | +$29.8M |
L LLY | Eli Lilly and Co | 2.05% | $55.2M | 70,807 | $525.51 | $779.53 | -$6.4M |