0001352512-13-000001.txt : 20130201
0001352512-13-000001.hdr.sgml : 20130201
20130201165344
ACCESSION NUMBER: 0001352512-13-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20121231
FILED AS OF DATE: 20130201
DATE AS OF CHANGE: 20130201
EFFECTIVENESS DATE: 20130201
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Azimuth Capital Management LLC
CENTRAL INDEX KEY: 0001352512
IRS NUMBER: 201221792
STATE OF INCORPORATION: MI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-12167
FILM NUMBER: 13567367
BUSINESS ADDRESS:
STREET 1: 200 EAST LONG LAKE ROAD
STREET 2: SUITE 160
CITY: BLOOMFIELD HILLS
STATE: MI
ZIP: 48304
BUSINESS PHONE: 248-433-4000
MAIL ADDRESS:
STREET 1: 200 EAST LONG LAKE ROAD
STREET 2: SUITE 160
CITY: BLOOMFIELD HILLS
STATE: MI
ZIP: 48304
13F-HR
1
az13f123112.txt
TYPE 13F-HR
PERIOD 12/31/12
FILER
CIK 0001352512
CCC id9h$tku
SUBMISSION-CONTACT
NAME JANET M. HEWLETT
PHONE 248-433-4000
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON D.C. 20549
FORM 13F
REPORT FOR THE CALENDAR YEAR OR QUARTER ENDED: December 31, 2012
-----------------
INSTITUTIONAL INVESTMENT MANAGER FILING THIS REPORT:
NAME AZIMUTH CAPITAL MANAGEMENT LLC
ADDRESS 200 E. LONG LAKE ROAD, SUITE 160
BLOOMFIELD HILLS, MI 48304
13F FILE NUMBER 028-12167
-------------------
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this
submission.
Person Signing the Report on Behalf of Reporting Manager:
Name: Janet M. Hewlett
--------------------------
Title: Senior Managing Director
& Chief Compliance Officer
--------------------------
Phone: 248-433-4000
--------------------------
Signature, Place, and Date of Signing
Janet M. Hewlett Bloomfield Hills, MI February 1, 2013
Report Type [X] 13F HOLDINGS REPORT
[ ] 13F NOTICE
[ ] 13F COMBINATION REPORT
List of Other Managers Reporting for the Manager:
None
FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers 0
----------
Form 13F Information Table Entry Total 129
----------
Form 13F Information Table Value Total $283,025
----------
(thousands)
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
ARM Hldgs PLC COM 042068106 1787 47225 SH Sole 47225
AT&T Inc COM 00206r102 885 26261 SH Sole 26011 250
Accenture LTD Cl A COM g1151c101 3710 55795 SH Sole 52570 3225
Albemarle Corp COM 012653101 1714 27590 SH Sole 25990 1600
Allergan Inc COM 018490102 1259 13720 SH Sole 13720
AmBev Prf ADR COM 20441w203 1984 47240 SH Sole 47240
Apple Computer Inc COM 037833100 3769 7083 SH Sole 6868 215
Baker Hughes Inc COM 057224107 3006 73585 SH Sole 69435 4150
Banco Bradesco COM 059460303 289 16625 SH Sole 16625
Barrick Gold Corp COM 067901108 231 6600 SH Sole 6600
Baxter Int'l Inc COM 071813109 3546 53195 SH Sole 49970 3225
BlackRock, Inc COM 09247x101 5411 26175 SH Sole 24640 1535
Bristol-Myers Squibb COM 110122108 877 26915 SH Sole 26615 300
CVS Corp COM 126650100 5443 112565 SH Sole 106140 6425
Celgene Corp COM 151020104 1369 17445 SH Sole 17445
Cerner Corp COM 156782104 2652 34210 SH Sole 34210
Check Point Software COM m22465104 772 16215 SH Sole 16215
ChevronTexaco Corp COM 166764100 5101 47174 SH Sole 44599 2575
Cisco Systems Inc COM 17275r102 1851 94195 SH Sole 88995 5200
Clorox Co COM 189054109 622 8495 SH Sole 8420 75
Coca-Cola Co COM 191216100 2091 57675 SH Sole 55175 2500
Colgate-Palmolive Co COM 194162103 3337 31925 SH Sole 30025 1900
Comcast Corp Cl A COM 20030n101 5265 140930 SH Sole 132355 8575
Companhia Brasileira-SP PRF COM 20440t201 1172 26405 SH Sole 26405
Cullen/Frost Bankers COM 229899109 1527 28140 SH Sole 26165 1975
CurrencyShares Swiss Frank Tr COM 23129v109 1547 14400 SH Sole 14400
DIRECTV Class A COM 25490a309 2265 45165 SH Sole 45165
DTE Energy Co COM 233331107 200 3332 SH Sole 3332
Diageo PLC ADR COM 25243q205 1268 10880 SH Sole 10880
Dollar Tree Inc COM 256746108 1255 30930 SH Sole 30930
Duke Energy COM 26441c204 755 11836 SH Sole 11711 125
E.I. du Pont COM 263534109 2224 49450 SH Sole 47325 2125
Eaton Corp PLC COM g29183103 2143 39560 SH Sole 37435 2125
Ebay Inc COM 278642103 3958 77605 SH Sole 77605
Energy Trans Ptnrs LP COM 29273r109 748 17430 SH Sole 17255 175
Enterprise Prod Ptnrs LP COM 293792107 984 19640 SH Sole 19465 175
Exxon Mobil Corp COM 30231g102 5612 64840 SH Sole 61565 3275
F5 Networks Inc COM 315616102 1508 15520 SH Sole 15520
Fomento Eco Mexicano COM 344419106 1872 18590 SH Sole 18590
Ford Motor Co COM 345370860 1204 93000 SH Sole 93000
Fresenius Med Care ADR COM 358029106 653 19050 SH Sole 19050
Gannett Co COM 364730101 493 27370 SH Sole 27045 325
General Dynamics COM 369550108 1614 23300 SH Sole 21975 1325
General Electric Co COM 369604103 3254 155004 SH Sole 146304 8700
General Mills Inc COM 370334104 256 6332 SH Sole 6332
Google Inc Cl A COM 38259p508 2682 3791 SH Sole 3791
Health Care REIT COM 42217k106 821 13400 SH Sole 13275 125
Health Care Select COM 81369y209 273 6845 SH Sole 6845
Henry Schein COM 806407102 2370 29470 SH Sole 29470
Hershey Co COM 427866108 3203 44355 SH Sole 41690 2665
Hormel Foods Corp COM 440452100 3247 104050 SH Sole 97575 6475
Huntsman Corp COM 447011107 636 40000 SH Sole 40000
IBM COM 459200101 5164 26960 SH Sole 25340 1620
Illinois Tool Works COM 452308109 372 6113 SH Sole 6113
Illumina Inc COM 452327109 1453 26135 SH Sole 26135
Intel Corp COM 458140100 758 36760 SH Sole 36360 400
Intuitive Surgical Inc COM 46120e602 2238 4564 SH Sole 4564
JP Morgan Chase COM 46625h100 3875 88132 SH Sole 83657 4475
Japan Index (ETF) COM 464286848 1180 121075 SH Sole 121075
Johnson & Johnson COM 478160104 5777 82405 SH Sole 78030 4375
Kraft Foods Group Inc COM 50076q106 1482 32585 SH Sole 30928 1657
Lindsay Corp COM 535555106 2196 27405 SH Sole 26055 1350
Lockheed Martin COM 539830109 599 6490 SH Sole 6405 85
Luxottica Group A COM 55068r202 1995 48245 SH Sole 48245
MICROS Systems, Inc COM 594901100 1165 27455 SH Sole 27455
MWI Veterinary Supply COM 55402x105 3559 32355 SH Sole 32355
McDonald's Corp COM 580135101 1709 19370 SH Sole 18220 1150
Microsoft Corp COM 594918104 5707 213680 SH Sole 201355 12325
Mkt Vector Emer Mkt Loc $ COM 57060u522 285 10400 SH Sole 10400
Mondelez International Inc COM 609207105 2214 86975 SH Sole 82100 4875
Monsanto Co COM 61166w101 6796 71805 SH Sole 67430 4375
NICE Systems Ltd COM 653656108 1687 50380 SH Sole 50380
Neogen Corp COM 640491106 1205 26585 SH Sole 26585
Nike Inc COM 654106103 1947 37730 SH Sole 35755 1975
Novo-Nordisk ADR COM 670100205 2001 12260 SH Sole 12260
O'Reilly Automotive Inc COM 67103h107 2219 24810 SH Sole 24810
Occidental Petroleum COM 674599105 1372 17910 SH Sole 16835 1075
Omnicom Group Inc COM 681919106 3378 67605 SH Sole 63555 4050
Open Text Corp COM 683715106 557 9960 SH Sole 9960
Oracle Corp COM 68389x105 5289 158730 SH Sole 149630 9100
Panera Bread Co COM 69840w108 3381 21285 SH Sole 21285
Paychex Inc COM 704326107 407 13095 SH Sole 12920 175
Perrigo Co COM 714290103 2898 27860 SH Sole 26280 1580
PetSmart COM 716768106 2219 32465 SH Sole 32465
Plains All Amer Pipeline LP COM 726503105 903 19970 SH Sole 19820 150
Plum Creek Timber Co COM 729251108 724 16310 SH Sole 16110 200
Portfolio Recovery Assoc COM 73640q105 3666 34305 SH Sole 34305
PowerShares Int'l Corp COM 73936q835 290 9800 SH Sole 9800
Praxair Inc COM 74005p104 3949 36077 SH Sole 34302 1775
Procter & Gamble Co COM 742718109 215 3171 SH Sole 3171
Prudential Fin'l Inc COM 744320102 3156 59170 SH Sole 55420 3750
Qualcomm Inc COM 747525103 2715 43885 SH Sole 43885
Rayonier Inc COM 754907103 2953 56976 SH Sole 54602 2374
Reins Grp of America COM 759351604 775 14475 SH Sole 13565 910
Ritchie Bros. COM 767744105 995 47645 SH Sole 47645
SAP AG ADR COM 803054204 2062 25655 SH Sole 25655
SPDR Gold Trust COM 78463v107 10199 62949 SH Sole 60599 2350
SPDR S&P 500 ETF Trust COM 78462f103 335 2350 SH Sole 2350
Shire LTD-ADR COM 82481r106 1223 13265 SH Sole 13265
Starbucks Corp COM 855244109 2991 55780 SH Sole 55780
Stericycle Inc COM 858912108 1777 19055 SH Sole 19055
T Rowe Price Group COM 74144t108 3289 50510 SH Sole 47535 2975
TCF Financial Corp COM 872275102 398 32749 SH Sole 32749
Target Corp COM 87612e106 4697 79376 SH Sole 74751 4625
Texas Instruments COM 882508104 1624 52564 SH Sole 49189 3375
Thompson Creek Metals Co COM 884768102 50 12000 SH Sole 12000
Toronto-Dominion Bank COM 891160509 1102 13070 SH Sole 13070
Total SA ADR COM 89151e109 1616 31065 SH Sole 30990 75
Total System Services, Inc COM 891906109 1505 70255 SH Sole 65830 4425
Tupperware Brands COM 899896104 5205 81205 SH Sole 76505 4700
Unilever NV COM 904784709 1533 40475 SH Sole 40475
UnitedHealth Group COM 91324p102 5058 93250 SH Sole 87900 5350
Verizon Comm Inc COM 92343v104 5802 134079 SH Sole 127179 6900
Vitamin Shoppe Inc COM 92849e101 3580 62415 SH Sole 62415
Vodafone Grp PLC COM 92857w209 351 13920 SH Sole 13795 125
WEX Inc. COM 96208t104 1405 18635 SH Sole 18635
Wal-Mart Stores Inc COM 931142103 5178 75895 SH Sole 71595 4300
Waste Management COM 94106l109 607 18000 SH Sole 17750 250
Watson Pharm Inc COM 942683103 3361 39085 SH Sole 39085
Wisconsin Energy COM 976657106 1031 27975 SH Sole 26675 1300
WisdomTree India Earnings Fund COM 97717w422 296 15270 SH Sole 15270
iShares Cohen & Steers Majors COM 464287564 580 7390 SH Sole 7290 100
iShares FTSE/China 25 COM 464287184 1324 32720 SH Sole 32720
iShares MSCI EAFE COM 464287465 3129 55035 SH Sole 55035
iShares MSCI Emerging Mkts COM 464287234 2086 47035 SH Sole 47035
iShares S&P PFD Stock Fund COM 464288687 1418 35795 SH Sole 35345 450
iShares-Russell 1000 COM 464287622 2299 29040 SH Sole 29040
iShares-Russell 2000 COM 464287655 1572 18642 SH Sole 18642
Wells Fargo 8% Pfd PFD 949746879 205 7000 SH Sole 7000