Azimuth Capital Investment Management LLC Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$2.0T
Holdings
303
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (303 positions)
| Stock | Value |
|---|---|
EMREmerson Electric Co | $7.3M |
DEODiageo PLC ADR | $7.2M |
PENPenumbra Inc | $7.2M |
RTXRaytheon Technologies Co | $7.2M |
EPAMEPAM Systems | $7.2M |
ICLRIcon PLC | $7.1M |
TRNOTerreno Realty Corp | $7.1M |
VEEVVeeva Systems Inc | $7.1M |
DOWDow Inc | $7.1M |
TYLTyler Technologies Inc | $7.1M |
NEMNewmont Corp | $6.7M |
PYPLPayPal Holdings Inc | $6.7M |
SHWSherwin Williams | $6.7M |
BACBank of America | $6.7M |
—Lonza Group AG | $6.1M |
OGM1Cogent Communications Hldgs In | $5.9M |
VFCVF Corp | $5.8M |
BRK/BBerkshire Hathaway Cl B | $5.8M |
KHCKraft Heinz Co | $5.7M |
TAT&T Inc | $5.7M |
AMGNAmgen Inc | $5.6M |
—Iron Mountain Inc | $5.6M |
GRMNGarmin Ltd | $5.6M |
MGAMagna Int'l Cl A | $5.6M |
—Global Pmts Inc | $5.5M |
ECLEcolab Inc | $5.4M |
EUDGWisdomTree Europe Hedged Eq Fu | $5.4M |
BAXBaxter Int'l Inc | $5.3M |
EEMiShares MSCI Emerging Mkts | $5.2M |
KMIKinder Morgan Inc | $5.1M |
EEFTEuronet Worldwide Inc | $5.1M |
ORealty Income Corp | $5.0M |
WECWEC Energy Group Inc | $5.0M |
TJXTJX Companies | $4.9M |
SHELShell PLC Fun Spon ADR | $4.9M |
G7AGrupo Aeroportuario Cen-ADR | $4.8M |
HONHoneywell Int'l Inc | $4.8M |
AZNAstraZeneca PLC | $4.5M |
TGTTarget Corp | $4.5M |
UPSUnited Parcel Service | $4.5M |
MMM3M Co | $4.4M |
—Welltower Inc | $4.3M |
—Experian PLC | $4.2M |
DASTYDassault Systems SA | $4.2M |
NSRGYNestle SA ADR | $4.2M |
MSMMSC Industrial Direct Co-A | $4.2M |
TEAMAtlassian Corp PLC | $4.1M |
CHKPCheck Point Software | $4.0M |
CLColgate-Palmolive Co | $4.0M |
—TELUS Corp | $4.0M |
FQIDigital Realty Trust Inc | $3.9M |
VOOVanguard S&P 500 ETF | $3.9M |
PAYXPaychex Inc | $3.9M |
TTCThe Toro Co | $3.8M |
APDAir Products & Chem | $3.6M |
WHRWhirlpool Corp | $3.6M |
BMOBank of Montreal | $3.6M |
DUKDuke Energy Corp | $3.5M |
AMATApplied Materials Inc | $3.5M |
AFLAflac Inc | $3.4M |
—Techtronic INDS LTD SP ADR | $3.3M |
VLOValero Energy Corp | $3.2M |
ITWOProShares S&P 500 Div Aristocr | $3.2M |
BAMBrookfield Asset Mgmt Cl A | $3.2M |
DAVAEndava Plc | $3.2M |
AXPAmerican Express | $3.1M |
CATCaterpillar Inc | $2.8M |
GNTXGentex Corp | $2.8M |
—Vanguard Short-Term Corp Bond | $2.6M |
BPBP PLC ADR | $2.6M |
COPConocoPhillips | $2.6M |
VXUSVanguard Total Intl Stk ETF | $2.6M |
BNDVanguard Total Bond Market ETF | $2.6M |
PNFPPinnacle Financial Partners | $2.5M |
DEDeere & Co | $2.4M |
ORCLOracle Corp | $2.4M |
PGRProgressive Corp | $2.2M |
TRVTravelers Company Inc | $2.1M |
CAHCardinal Health | $2.1M |
NEOGNeogen Corp | $2.1M |
FFord Motor Co | $2.1M |
CMECME Group Inc | $1.9M |
PNWPinnacle West Cap Corp | $1.8M |
NEENextEra Energy | $1.8M |
NDSNNordson Corporation | $1.8M |
INGRIngredion Inc | $1.8M |
SOSouthern Co | $1.8M |
IJHiShares S&P MidCap 400 | $1.8M |
HSYHershey Co | $1.8M |
IWMiShares-Russell 2000 | $1.7M |
MCHPMicrochip Technology | $1.7M |
WFCWells Fargo & Co | $1.6M |
EFAiShares MSCI EAFE | $1.6M |
VOVanguard Mid-Cap ETF | $1.6M |
VBVanguard Small Cap ETF | $1.5M |
—Alphabet Inc Cl C | $1.5M |
TFCTruist Financial Corp | $1.5M |
DTEDTE Energy Co | $1.3M |
QCOMQualcomm Inc | $1.3M |
MSIMotorola Solutions | $1.2M |