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 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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