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Portfolio (Quarterly) Guide ↗

Azimuth Capital Investment Management LLC

· CIK 0001942364
13F Portfolio $3.0B AUM 313 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 30 New 41 Added 161 Reduced 17 Exited
Page 3 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPDR Bloomberg High Yield Bond 2,211.0 $213K 0.01% +15.0 +0.7% $96.37
Page 3 of 3  ·  41 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.8%
Industrials 15.7%
Healthcare 12.9%
Consumer Cyclical 10.0%
Financial Services 9.7%
Consumer Defensive 8.4%
Energy 3.9%
Basic Materials 1.7%
Communication Services 1.2%
Utilities 0.9%