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Daniel McEnroe

Azimuth Capital Investment Management Llc

Assets Managed
$2.657B
Holdings
300
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
-4.69%(2Q avg: -2.25%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Azimuth Capital Investment Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 300 positions.

Assets under management

The assets under management (AUM) of Azimuth Capital Investment Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.657B in assets, with a quarterly growth rate of -4.69% and a 2-quarter average growth rate of -2.25%. The portfolio is managed by Daniel McEnroe, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 9.36%
4.35%
$115.434M
454,841 shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.5%
3.84%
$101.802M
583,726 shares@ $174.41 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -5.06%
3.39%
$89.894M
242,846 shares@ $370.17 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 0.69%
2.94%
$77.947M
251,841 shares@ $309.52 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -3.05%
2.7%
$71.595M
248,975 shares@ $287.56 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 4.33%
2.31%
$61.255M
66,598 shares@ $919.77 avg price
PEP
Pepsico Inc
Recent Activity
Increased 36.2%
1.61%
$42.715M
275,069 shares@ $155.3 avg price
MPWR
Monolithic Power Systems Inc
Recent Activity
Decreased -0.37%
1.49%
$39.44M
36,073 shares@ $1093.36 avg price
HSY
Hershey Co The
Recent Activity
Increased 22.64%
1.41%
$37.391M
179,858 shares@ $207.9 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -3.46%
1.35%
$35.829M
211,183 shares@ $169.66 avg price

1-10 of 300