Azimuth Capital Investment Management LLC

RIA/Wealth

Azimuth Capital Investment Management LLC is a RIA/Wealth based in Bloomfield Hills, MI led by Paul Ian Ragheb, reporting $3.8B in AUM as of Q3 2025 with MSFT as the largest holding (5% allocation).

Managing PartnerPaul Ian Ragheb

Portfolio Value: $2.7B
Positions: 283
Top Holding: MSFT at 4.89%
Last Reported: Q3 2025

Address200 East Long Lake Road, Suite 160, Bloomfield Hills, MI, 48304, United States

Top Holdings

Largest long holdings in Azimuth Capital Investment Management LLC's portfolio (26.2% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$131.7M	4.89%	+$4.3M Bought	0.00% 254.3K shares	Q2 2022 Held for 3y 5m
2 Nvidia NVDA	Semiconductors Technology	$106.0M	3.94%	+$620.0K Bought	0.00% 568.3K shares	Q2 2022 Held for 3y 5m
3 Apple AAPL	Consumer Electronics Technology	$100.5M	3.73%	+$4.8M Bought	0.00% 394.6K shares	Q2 2022 Held for 3y 5m
4 Broadcom Inc. AVGO	Semiconductors Technology	$83.9M	3.12%	-$7.4M Sold	0.01% 254.3K shares	Q2 2022 Held for 3y 5m
5 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$63.7M	2.37%	-$1.7M Sold	0.00% 261.9K shares	Q2 2022 Held for 3y 5m
6 Eli Lilly LLY	Drug Manufacturers - General Healthcare	$49.6M	1.84%	-$4.4M Sold	0.01% 65.0K shares	Q2 2022 Held for 3y 5m
7 Wells Fargo & Company WFC	Banks - Diversified Financial Services	$44.6M	1.66%	+$32.3K Bought	0.02% 532.5K shares	Q2 2022 Held for 3y 5m
8 Bank of New York Mellon BK	Asset Management Financial Services	$43.7M	1.62%	-$752.4K Sold	0.06% 400.7K shares	Q2 2022 Held for 3y 5m
9 Bank of America BAC	Banks - Diversified Financial Services	$41.4M	1.54%	-$40.2K Sold	0.01% 803.0K shares	Q2 2022 Held for 3y 5m
10 Visa V	Financial - Credit Services Financial Services	$40.4M	1.50%	+$58.7K Bought	0.01% 118.3K shares	Q2 2022 Held for 3y 5m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Azimuth Capital Investment Management LLC's latest filing

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GthenC

Market Value

$2.7B

Prior: $2.6B

Q/Q Change

+3.73%

+$96.9M

Net Flows % of MV

-0.714%

Turnover Ratio

3.95%

New Purchases

6 stocks

$22.6M

Added To

72 stocks

+$73.8M

Sold Out Of

11 stocks

$63.2M

Reduced Holdings

153 stocks

-$52.4M

Increased Positions

Position	Shares Δ	Change
1 Johnson Controls International JCI	New	0 → 113.2K +$12.4M
2 FISV Fiserv, Inc. Common Stock FISV	New	0 → 71.6K +$9.2M
3 Evercore EVR	New	0 → 700.0 +$236.1K
4 NVO Novo Nordisk NVO	New	0 → 4.2K +$230.3K
5 Eversource Energy ES	New	0 → 3.2K +$224.6K

Decreased Positions

Position	Shares Δ	Change
1 Fiserv FI	Sold	122.9K → 0 −$21.2M
2 Reinsurance Group of America RGA	Sold	56.7K → 0 −$11.3M
3 Booz Allen Hamilton BAH	Sold	93.0K → 0 −$9.7M
4 The Trade Desk TTD	Sold	97.2K → 0 −$7.0M
5 Constellation Brands STZ	Sold	40.8K → 0 −$6.6M