0001942364-23-000002.txt : 20230515
0001942364-23-000002.hdr.sgml : 20230515
20230515093509
ACCESSION NUMBER: 0001942364-23-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230515
DATE AS OF CHANGE: 20230515
EFFECTIVENESS DATE: 20230515
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Azimuth Capital Investment Management LLC
CENTRAL INDEX KEY: 0001942364
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: 23919082
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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true
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0001942364
XXXXXXXX
03-31-2023
03-31-2023
Azimuth Capital Investment Management LLC
200 E. LONG LAKE ROAD
SUITE 160
BLOOMFIELD HILLS
MI
48304
13F HOLDINGS REPORT
028-22605
N
Daniel McEnroe
Senior Managing Director
2484334000
Daniel McEnroe
Bloomfield Hills
MI
05-15-2023
0
303
2031807417
false
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0
NuVasive Inc
COM
670704105
587263
14216
SH
SOLE
14216
0
0
Oracle Corp
COM
68389x105
2354221
25336
SH
SOLE
25336
0
0
Otis Worldwide Corp
COM
68902v107
315740
3741
SH
SOLE
2391
0
1350
PNC Financial
COM
693475105
353973
2785
SH
SOLE
2785
0
0
PPG Industries Inc
COM
693506107
958971
7179
SH
SOLE
7179
0
0
Palo Alto Networks
COM
697435105
22001161
110149
SH
SOLE
109899
0
250
Parker Hannifin Corp
COM
701094104
470554
1400
SH
SOLE
1400
0
0
PayPal Holdings Inc
COM
70450y103
6696389
88180
SH
SOLE
87055
0
1125
Paychex Inc
COM
704326107
3882424
33881
SH
SOLE
33376
0
505
Pentair Plc
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g7s00t104
411209
7440
SH
SOLE
7440
0
0
Penumbra Inc
COM
70975l107
7234792
25960
SH
SOLE
25905
0
55
Pepsico Inc
COM
713448108
47164237
258718
SH
SOLE
250598
0
8120
Pfizer Inc
COM
717081103
21293765
521906
SH
SOLE
512256
0
9650
Philip Morris Int'l
COM
718172109
607812
6250
SH
SOLE
6250
0
0
Phillips 66
COM
718546104
238142
2349
SH
SOLE
1749
0
600
Pinnacle Financial Partners
COM
72346q104
2468796
44757
SH
SOLE
44757
0
0
Pinnacle West Cap Corp
COM
723484101
1842330
23250
SH
SOLE
23250
0
0
ProShares S&P 500 Div Aristocr
COM
74348a467
3186557
34925
SH
SOLE
34925
0
0
Procter & Gamble Co
COM
742718109
11972221
80518
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SOLE
75588
0
4930
Progressive Corp
COM
743315103
2216715
15495
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SOLE
15120
0
375
Qualcomm Inc
COM
747525103
1274018
9986
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SOLE
9986
0
0
RPM Int'l Inc
COM
749685103
575610
6598
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SOLE
6598
0
0
Raytheon Technologies Co
COM
75513e101
7175723
73274
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SOLE
67362
0
5912
Realty Income Corp
COM
756109104
4977775
78613
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SOLE
76988
0
1625
Reins Grp of America
COM
759351604
26664448
200847
SH
SOLE
198627
0
2220
Republic Services
COM
760759100
17769260
131410
SH
SOLE
129105
0
2305
ResMed Inc
COM
761152107
14413937
65820
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SOLE
65820
0
0
Rockwell Automation
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773903109
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28188
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SOLE
27963
0
225
Roper Industries Inc
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776696106
231362
525
SH
SOLE
525
0
0
Ross Stores
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778296103
13335234
125650
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SOLE
123900
0
1750
S&P Global Inc
COM
78409v104
280988
815
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SOLE
815
0
0
SPDR Gold Trust
COM
78463v107
274830
1500
SH
SOLE
1500
0
0
SPDR S&P 500 ETF Trust
COM
78462f103
549148
1341
SH
SOLE
1341
0
0
SPDR S&P 600 Small Cap Value E
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78464a300
293293
3850
SH
SOLE
3850
0
0
STERIS Plc
COM
g8473t100
265879
1390
SH
SOLE
1390
0
0
Salesforce.com
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79466l302
14144624
70801
SH
SOLE
70651
0
150
Schlumberger Ltd
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806857108
24207036
493015
SH
SOLE
488865
0
4150
ServiceNow, Inc
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81762p102
14636356
31495
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SOLE
31425
0
70
Shell PLC Fun Spon ADR
COM
780259305
4858390
84435
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SOLE
84435
0
0
Sherwin Williams
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824348106
6685334
29743
SH
SOLE
29438
0
305
Snap-On Inc
COM
833034101
442180
1791
SH
SOLE
1791
0
0
Southern Co
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842587107
1825779
26240
SH
SOLE
25740
0
500
Stanley Black & Decker Inc
COM
854502101
300160
3725
SH
SOLE
3725
0
0
Starbucks Corp
COM
855244109
24415407
234470
SH
SOLE
231220
0
3250
Stryker Corp
COM
863667101
21064052
73787
SH
SOLE
72567
0
1220
Sysco Corp
COM
871829107
1190887
15420
SH
SOLE
15420
0
0
TELUS Corp
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87971m103
3970113
199905
SH
SOLE
197355
0
2550
TJX Companies
COM
872540109
4893504
62449
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SOLE
62124
0
325
Taiwan Semiconductor
COM
874039100
8601559
92470
SH
SOLE
91145
0
1325
Target Corp
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87612e106
4502817
27186
SH
SOLE
26420
0
766
Techtronic INDS LTD SP ADR
COM
87873r101
3345980
61911
SH
SOLE
61051
0
860
Terreno Realty Corp
COM
88146m101
7088881
109735
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SOLE
108075
0
1660
Texas Instruments
COM
882508104
8940385
48064
SH
SOLE
46334
0
1730
The Toro Co
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891092108
3787221
34070
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SOLE
33670
0
400
The Trade Desk Inc Cl A
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88339j105
14003209
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SOLE
229425
0
475
Thermo Fisher Sci Inc
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883556102
14780432
25644
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SOLE
25589
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55
Toronto-Dominion Bank
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891160509
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121438
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SOLE
119708
0
1730
Travelers Company Inc
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89417e109
2130112
12427
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SOLE
7752
0
4675
Truist Financial Corp
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89832q109
1463913
42930
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SOLE
42930
0
0
Tyler Technologies Inc
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902252105
7052371
19886
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SOLE
19841
0
45
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902973304
214029
5937
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SOLE
5937
0
0
Union Pacific Corp
COM
907818108
7642848
37975
SH
SOLE
37565
0
410
United Health Group
COM
91324p102
21229688
44922
SH
SOLE
44157
0
765
United Parcel Service
COM
911312106
4466232
23023
SH
SOLE
22083
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940
VF Corp
COM
918204108
5846174
255180
SH
SOLE
250130
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5050
Valero Energy Corp
COM
91913y100
3238720
23200
SH
SOLE
22770
0
430
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COM
921946406
244549
2318
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SOLE
2318
0
0
Vanguard Mid-Cap ETF
COM
922908629
1556590
7380
SH
SOLE
7380
0
0
Vanguard S&P 500 ETF
COM
922908363
3897589
10364
SH
SOLE
10364
0
0
Vanguard Small Cap ETF
COM
922908751
1498750
7906
SH
SOLE
7906
0
0
Vanguard Total Intl Stk ETF
COM
921909768
2563952
46440
SH
SOLE
46440
0
0
Vanguard US Tot Mkt ETF
COM
922908769
7272287
35631
SH
SOLE
35631
0
0
Veeva Systems Inc
COM
922475108
7066909
38451
SH
SOLE
38376
0
75
Verizon Comm Inc
COM
92343v104
8372123
215277
SH
SOLE
210012
0
5265
Vertex Pharmaceuticals
COM
92532f100
13828737
43891
SH
SOLE
43791
0
100
Viatris Inc
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92556v106
379086
39406
SH
SOLE
39406
0
0
Visa Inc Cl A
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92826c839
28179569
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SOLE
123212
0
1775
WEC Energy Group Inc
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92939u106
4959508
52321
SH
SOLE
51896
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425
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92932M101
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SOLE
130960
0
1825
Walgreens Boots Alliance Inc
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931427108
10333714
298835
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SOLE
283185
0
15650
Wallbridge Mining Co Ltd
COM
932397102
1150
10000
SH
SOLE
10000
0
0
Walmart Inc
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931142103
18126410
122933
SH
SOLE
121883
0
1050
Walt Disney Co
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254687106
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SOLE
123658
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1410
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94106l109
212121
1300
SH
SOLE
1300
0
0
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949746101
1633132
43690
SH
SOLE
42590
0
1100
Welltower Inc
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95040q104
4315164
60192
SH
SOLE
59067
0
1125
West Pharmaceutical Services
COM
955306105
11605359
33496
SH
SOLE
33046
0
450
Weyerhaeuser Co
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962166104
7845490
260388
SH
SOLE
257338
0
3050
Whirlpool Corp
COM
963320106
3629890
27495
SH
SOLE
26910
0
585
WisdomTree Europe Hedged Eq Fu
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97717x701
5365436
65265
SH
SOLE
64255
0
1010
Wolfspeed Inc.
COM
977852102
204592
3150
SH
SOLE
3150
0
0
Workday Inc Cl A
COM
98138h101
8957640
43370
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SOLE
43270
0
100
Xylem Inc
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98419m100
7601220
72600
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SOLE
71315
0
1285
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98850p109
212230
3348
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SOLE
1798
0
1550
Yum! Brands Inc
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988498101
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4863
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3163
0
1700
Zoetis Inc
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98978V103
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SOLE
94968
0
1275
Zscaler Inc
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98980g102
10952812
93750
SH
SOLE
93510
0
240
iShares DJ Select DVD Index
COM
464287168
224705
1918
SH
SOLE
1918
0
0
iShares Gold Trust
COM
464285204
427625
11443
SH
SOLE
11443
0
0
iShares MSCI EAFE
COM
464287465
1577088
22051
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SOLE
22051
0
0
iShares MSCI EU Financial
COM
464289180
8327110
445300
SH
SOLE
439000
0
6300
iShares MSCI Emerging Mkts
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464287234
5209430
132018
SH
SOLE
130718
0
1300
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COM
464287309
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10795
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SOLE
10795
0
0
iShares S&P 500 Val
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464287408
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SOLE
5892
0
0
iShares S&P MidCap 400
COM
464287507
1810504
7237
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SOLE
7237
0
0
iShares S&P Smallcap 600
COM
464287804
206841
2139
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SOLE
2139
0
0
iShares S&P Smallcap 600 Value
COM
464287879
453385
4844
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SOLE
4844
0
0
iShares Trust S&P 500
COM
464287200
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1746
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SOLE
1746
0
0
iShares-Russell 1000
COM
464287622
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2749
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SOLE
2749
0
0
iShares-Russell 2000
COM
464287655
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9801
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SOLE
9801
0
0
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464287457
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7216
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0
0
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0
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78468r622
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2198
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SOLE
2198
0
0
Vanguard Intermediate-Term Cor
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92206c870
326896
4075
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SOLE
4075
0
0
Vanguard Short-Term Corp Bond
ETF
92206c409
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34734
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34734
0
0
Vanguard Short-Term Treas ETF
ETF
92206c102
1034694
17675
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17675
0
0
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2555625
34615
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34615
0
0
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ETF
464288620
297931
5881
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5881
0
0
iShares Floating Rate Bond ETF
ETF
46429b655
358021
7105
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SOLE
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0
0
iShares S&P PFD Stock Fund
ETF
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1147335
36750
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36750
0
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iShares Short Term Corp Bond E
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202160
4000
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4000
0
0
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ETF
46434vbg4
327047
13300
SH
SOLE
10300
0
3000