0001942364-24-000001.txt : 20240213
0001942364-24-000001.hdr.sgml : 20240213
20240213163425
ACCESSION NUMBER: 0001942364-24-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240213
DATE AS OF CHANGE: 20240213
EFFECTIVENESS DATE: 20240213
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: 24626672
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
X0202
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0001942364
XXXXXXXX
12-31-2023
12-31-2023
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
02-13-2024
0
302
2217765614
false
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8693091
80069
SH
SOLE
79179
0
890
Nordson Corporation
COM
655663102
2346533
8883
SH
SOLE
8883
0
0
Oracle Corp
COM
68389x105
2216139
21020
SH
SOLE
21020
0
0
Otis Worldwide Corp
COM
68902v107
337033
3767
SH
SOLE
2417
0
1350
PNC Financial
COM
693475105
442406
2857
SH
SOLE
2857
0
0
PPG Industries Inc
COM
693506107
884289
5913
SH
SOLE
5913
0
0
Palantir Tech Inc-A
COM
69608a108
182002
10600
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SOLE
10600
0
0
Palo Alto Networks
COM
697435105
25555185
86663
SH
SOLE
86663
0
0
Parker Hannifin Corp
COM
701094104
474060
1029
SH
SOLE
1029
0
0
PayPal Holdings Inc
COM
70450y103
491464
8003
SH
SOLE
8003
0
0
Paychex Inc
COM
704326107
5878436
49353
SH
SOLE
48863
0
490
Pentair Plc
COM
g7s00t104
253976
3493
SH
SOLE
3493
0
0
Penumbra Inc
COM
70975l107
16652200
66201
SH
SOLE
66201
0
0
Pepsico Inc
COM
713448108
32227150
189750
SH
SOLE
182465
0
7285
Pfizer Inc
COM
717081103
13916712
483387
SH
SOLE
475562
0
7825
Philip Morris Int'l
COM
718172109
596655
6342
SH
SOLE
6342
0
0
Phillips 66
COM
718546104
311947
2343
SH
SOLE
1743
0
600
Pinnacle West Cap Corp
COM
723484101
1645136
22900
SH
SOLE
22900
0
0
Private Bancorp of Amer
COM
74274f100
297500
8500
SH
SOLE
8500
0
0
ProShares S&P 500 Div Aristocr
COM
74348a467
468860
4925
SH
SOLE
4925
0
0
Procter & Gamble Co
COM
742718109
11492986
78429
SH
SOLE
73499
0
4930
Progressive Corp
COM
743315103
1690598
10614
SH
SOLE
10239
0
375
Public Storage REIT
COM
74460d109
3868010
12682
SH
SOLE
12452
0
230
Qualcomm Inc
COM
747525103
1464673
10127
SH
SOLE
10127
0
0
RPM Int'l Inc
COM
749685103
728162
6523
SH
SOLE
6523
0
0
RTX Corp
COM
75513e101
5414577
64352
SH
SOLE
58556
0
5796
Realty Income Corp
COM
756109104
2410492
41980
SH
SOLE
41455
0
525
Reins Grp of America
COM
759351604
18201544
112508
SH
SOLE
111913
0
595
Republic Services
COM
760759100
20772723
125964
SH
SOLE
124284
0
1680
ResMed Inc
COM
761152107
11487496
66780
SH
SOLE
66780
0
0
Rockwell Automation
COM
773903109
8066581
25981
SH
SOLE
25756
0
225
Roper Industries Inc
COM
776696106
8874822
16279
SH
SOLE
16204
0
75
Ross Stores
COM
778296103
18067091
130552
SH
SOLE
128777
0
1775
S&P Global Inc
COM
78409v104
341403
775
SH
SOLE
775
0
0
SPDR Gold Trust
COM
78463v107
338371
1770
SH
SOLE
1770
0
0
SPDR S&P 500 ETF Trust
COM
78462f103
480538
1011
SH
SOLE
1011
0
0
SPDR S&P 600 Small Cap Value E
COM
78464a300
291585
3500
SH
SOLE
3500
0
0
STERIS Plc
COM
g8473t100
325378
1480
SH
SOLE
1480
0
0
Salesforce.com
COM
79466l302
18283493
69482
SH
SOLE
69482
0
0
Schlumberger Ltd
COM
806857108
20005633
384428
SH
SOLE
382328
0
2100
ServiceNow, Inc
COM
81762p102
24790734
35090
SH
SOLE
35090
0
0
Shell PLC Fun Spon ADR
COM
780259305
5285385
80325
SH
SOLE
80325
0
0
Sherwin Williams
COM
824348106
19813447
63525
SH
SOLE
63125
0
400
Shopify Inc Cl A
COM
82509l107
231986
2978
SH
SOLE
2978
0
0
Shyft Group Inc.
COM
825698103
311610
25500
SH
SOLE
25500
0
0
Snap-On Inc
COM
833034101
566415
1961
SH
SOLE
1961
0
0
Southern Co
COM
842587107
1739607
24809
SH
SOLE
24309
0
500
Splunk Inc
COM
848637104
202016
1326
SH
SOLE
1326
0
0
Stanley Black & Decker Inc
COM
854502101
365422
3725
SH
SOLE
3725
0
0
Starbucks Corp
COM
855244109
17456581
181820
SH
SOLE
179795
0
2025
Stryker Corp
COM
863667101
27452439
91673
SH
SOLE
90503
0
1170
Sysco Corp
COM
871829107
1087443
14870
SH
SOLE
14870
0
0
TELUS Corp
COM
87971m103
3200457
179902
SH
SOLE
178427
0
1475
TJX Companies
COM
872540109
5164428
55052
SH
SOLE
54727
0
325
Taiwan Semiconductor
COM
874039100
12031344
115686
SH
SOLE
114786
0
900
Target Corp
COM
87612e106
8407765
59035
SH
SOLE
58149
0
886
Techtronic INDS LTD SP ADR
COM
87873r101
3618296
60728
SH
SOLE
60218
0
510
Tencent Holdings LTD-UNS ADR
COM
88032Q109
9145072
243220
SH
SOLE
241195
0
2025
Terreno Realty Corp
COM
88146m101
6704750
106985
SH
SOLE
105560
0
1425
Tesla Inc
COM
88160r101
930558
3745
SH
SOLE
3745
0
0
Texas Instruments
COM
882508104
6197926
36360
SH
SOLE
35075
0
1285
The Toro Co
COM
891092108
3030884
31575
SH
SOLE
31125
0
450
The Trade Desk Inc Cl A
COM
88339j105
7693172
106909
SH
SOLE
106909
0
0
Thermo Fisher Sci Inc
COM
883556102
1450118
2732
SH
SOLE
2732
0
0
Travelers Company Inc
COM
89417e109
2405889
12630
SH
SOLE
7955
0
4675
Tyler Technologies Inc
COM
902252105
7750272
18536
SH
SOLE
18536
0
0
Union Pacific Corp
COM
907818108
9141485
37218
SH
SOLE
36933
0
285
United Health Group
COM
91324p102
18171639
34516
SH
SOLE
34041
0
475
United Parcel Service
COM
911312106
3674622
23371
SH
SOLE
22576
0
795
VF Corp
COM
918204108
1086828
57810
SH
SOLE
56410
0
1400
Valero Energy Corp
COM
91913y100
2632110
20247
SH
SOLE
20042
0
205
Vanguard High DVD Yield ETF
COM
921946406
203501
1823
SH
SOLE
1823
0
0
Vanguard S&P 500 ETF
COM
922908363
4022491
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SH
SOLE
9209
0
0
Vanguard Total Intl Stk ETF
COM
921909768
2756867
47565
SH
SOLE
47565
0
0
Vanguard US Tot Mkt ETF
COM
922908769
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35681
0
0
Veeva Systems Inc
COM
922475108
7128246
37026
SH
SOLE
37026
0
0
Verizon Comm Inc
COM
92343v104
7718849
204744
SH
SOLE
202309
0
2435
Vertex Pharmaceuticals
COM
92532f100
17107690
42045
SH
SOLE
42045
0
0
Visa Inc Cl A
COM
92826c839
31748381
121945
SH
SOLE
120570
0
1375
WEC Energy Group Inc
COM
92939u106
6860023
81502
SH
SOLE
81052
0
450
WNS Holdings Ltd-ADR
COM
92932M101
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61305
SH
SOLE
60850
0
455
Wal-Mart De Mexico SA Spon ADR
COM
93114w107
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SH
SOLE
170005
0
1400
Walgreens Boots Alliance Inc
COM
931427108
3688690
141275
SH
SOLE
128185
0
13090
Wallbridge Mining Co Ltd
COM
932397102
779
10000
SH
SOLE
10000
0
0
Walmart Inc
COM
931142103
17906191
113582
SH
SOLE
112532
0
1050
Walt Disney Co
COM
254687106
10505061
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SH
SOLE
115023
0
1325
Waste Management Inc
COM
94106l109
235337
1314
SH
SOLE
1314
0
0
Wells Fargo & Co
COM
949746101
1809229
36758
SH
SOLE
35658
0
1100
Welltower Inc
COM
95040q104
5031847
55804
SH
SOLE
55179
0
625
West Pharmaceutical Services
COM
955306105
11465731
32562
SH
SOLE
32187
0
375
Weyerhaeuser Co
COM
962166104
6768363
194661
SH
SOLE
193361
0
1300
Whirlpool Corp
COM
963320106
1880981
15447
SH
SOLE
15277
0
170
WisdomTree Europe Hedged Eq Fu
COM
97717x701
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178340
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SOLE
176930
0
1410
Workday Inc Cl A
COM
98138h101
15897743
57588
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SOLE
57588
0
0
Xylem Inc
COM
98419m100
14976014
130955
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SOLE
129945
0
1010
Yum! Brands Inc
COM
988498101
635400
4863
SH
SOLE
3163
0
1700
Zoetis Inc
COM
98978V103
19169956
97127
SH
SOLE
96177
0
950
Zscaler Inc
COM
98980g102
243716
1100
SH
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1100
0
0
iShares DJ Select DVD Index
COM
464287168
218920
1868
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SOLE
1868
0
0
iShares Gold Trust
COM
464285204
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14793
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SOLE
14793
0
0
iShares MSCI EAFE
COM
464287465
1926097
25562
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SOLE
25562
0
0
iShares MSCI EU Financial
COM
464289180
9187963
438357
SH
SOLE
434557
0
3800
iShares MSCI Emerging Mkts
COM
464287234
5287414
131495
SH
SOLE
130695
0
800
iShares S&P 500 Growth
COM
464287309
613191
8165
SH
SOLE
8165
0
0
iShares S&P 500 Val
COM
464287408
944570
5432
SH
SOLE
5432
0
0
iShares S&P MidCap 400
COM
464287507
1996141
7202
SH
SOLE
7202
0
0
iShares S&P Smallcap 600
COM
464287804
278852
2576
SH
SOLE
2576
0
0
iShares S&P Smallcap 600 Value
COM
464287879
514770
4994
SH
SOLE
4994
0
0
iShares Trust S&P 500
COM
464287200
559782
1172
SH
SOLE
1172
0
0
iShares-Russell 1000
COM
464287622
707315
2697
SH
SOLE
2697
0
0
iShares-Russell 1000 Growth
COM
464287614
245265
809
SH
SOLE
809
0
0
iShares-Russell 2000
COM
464287655
1983216
9881
SH
SOLE
9881
0
0
1-3yr Treasury Bond ETF
ETF
464287457
623668
7602
SH
SOLE
7602
0
0
Intermediate Gov/Credit ETF
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464288612
1155084
11026
SH
SOLE
11026
0
0
SPDR Barclays Capital HY
ETF
78468r622
231994
2449
SH
SOLE
2449
0
0
Vanguard Intermediate-Term Cor
ETF
92206c870
279603
3440
SH
SOLE
3440
0
0
Vanguard Short-Term Corp Bond
ETF
92206c409
489675
6329
SH
SOLE
6329
0
0
Vanguard Total Bond Market ETF
ETF
921937835
5752713
78215
SH
SOLE
78215
0
0
iShares Barclays 7-10 Year Tre
ETF
464287440
212540
2205
SH
SOLE
2205
0
0
iShares Broad USD Inv Grade C
ETF
464288620
249380
4865
SH
SOLE
4865
0
0
iShares S&P PFD Stock Fund
ETF
464288687
614443
19700
SH
SOLE
19700
0
0