Azimuth Capital Investment Management LLC Q1 2024 Filing
Filed May 14, 2024
Portfolio Value
$2.4T
Holdings
308
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (308 positions)
| Stock | Value |
|---|---|
MSFTMicrosoft Corp | $89.7M |
AAPLApple Computer Inc | $57.3M |
MRKMerck & Co Inc | $49.6M |
—Alphabet Inc Cl A | $44.8M |
AMZNAmazon.com Inc | $40.4M |
VVisa Inc Cl A | $33.9M |
SYKStryker Corp | $33.6M |
METAMeta Platforms | $32.8M |
PEPPepsico Inc | $32.8M |
LINLinde PLC F | $30.5M |
APHAmphenol Corp Cl A | $30.5M |
BAHBooz Allen Hamilton Cl A | $27.6M |
AXONAxon Enterprise Inc | $25.5M |
XOMExxon Mobil Corp | $24.8M |
—JP Morgan Chase & Co | $23.8M |
RSGRepublic Services | $23.8M |
IBMIBM | $23.8M |
GDGeneral Dynamics | $23.2M |
CBChubb Ltd | $22.8M |
CDWCDW Corp | $22.3M |
SHWSherwin Williams | $22.3M |
DC4Dexcom Inc | $21.6M |
SLBSchlumberger Ltd | $20.8M |
MAMastercard Inc-A | $19.8M |
WMTWalmart Inc | $19.5M |
ROSTRoss Stores | $19.3M |
FASTFastenal Co | $19.2M |
CRMSalesforce.com | $19.1M |
MDLZMondelez Int'l Inc | $19.0M |
ISRGIntuitive Surgical Inc | $18.8M |
HEIHEICO Corp | $18.5M |
HDHome Depot Inc | $17.8M |
XYLXylem Inc | $17.5M |
UNHUnited Health Group | $17.3M |
PANWPalo Alto Networks | $17.0M |
CRWDCrowdStrike Holdings Inc | $17.0M |
SBUXStarbucks Corp | $16.8M |
STZConstellation Brands Inc Cl A | $16.8M |
JNJJohnson & Johnson | $16.4M |
WDAYWorkday Inc Cl A | $15.8M |
TYLTyler Technologies Inc | $15.7M |
ABBVAbbVie Inc | $15.7M |
TSMTaiwan Semiconductor | $14.1M |
PENPenumbra Inc | $14.0M |
PFEPfizer Inc | $13.4M |
BABoeing Co | $13.4M |
DISWalt Disney Co | $13.3M |
RMEResMed Inc | $13.2M |
EWJJapan Index (ETF) | $12.7M |
GLOBGlobant SA | $12.6M |
PGProcter & Gamble Co | $12.6M |
CVXChevron Corp | $12.5M |
WSTWest Pharmaceutical Services | $12.3M |
—Global Pmts Inc | $11.6M |
CPAYCorpay Inc | $11.4M |
MRSHMarsh & McLennan | $11.2M |
ACNAccenture LTD Cl A | $11.1M |
ZTSZoetis Inc | $11.0M |
TGTTarget Corp | $11.0M |
RGAReins Grp of America | $10.8M |
ADPAutomatic Data Proc | $10.5M |
CASYCasey's General Stores | $10.5M |
BKBank of NY Mellon | $10.1M |
INTCIntel Corp | $10.1M |
VTIVanguard US Tot Mkt ETF | $9.8M |
EUFNiShares MSCI EU Financial | $9.7M |
NSYNICE Systems Ltd | $9.6M |
AMDAdvanced Micro Devices | $9.5M |
ICLRIcon PLC | $9.5M |
LULULululemon Athletica Inc | $9.4M |
MCDMcDonald's Corp | $9.3M |
—Techtronic INDS LTD SP ADR | $9.2M |
UNPUnion Pacific Corp | $9.1M |
VRTXVertex Pharmaceuticals | $9.0M |
—Cisco Systems Inc | $9.0M |
TTDThe Trade Desk Inc Cl A | $8.9M |
NBIXNeurocrine Biosciences | $8.9M |
—IntercontinentalExchange | $8.9M |
VZVerizon Comm Inc | $8.8M |
CMCSAComcast Corp Cl A | $8.7M |
FISVFiserv Inc | $8.7M |
AAgilent Technologies | $8.6M |
EUDGWisdomTree Europe Hedged Eq Fu | $8.6M |
EMREmerson Electric Co | $8.5M |
VEEVVeeva Systems Inc | $8.5M |
TCEHYTencent Holdings LTD-UNS ADR | $8.3M |
DUKDuke Energy Corp | $8.2M |
GILDGilead Sciences Inc | $8.1M |
BAMBrookfield Asset Mgmt Cl A | $8.1M |
CLXClorox Co | $7.9M |
KOCoca-Cola Co | $7.8M |
KMIKinder Morgan Inc | $7.8M |
MGAMagna Int'l Cl A | $7.8M |
ABTAbbott Labs | $7.6M |
CSGPCoStar Group Inc | $7.6M |
NKENike Inc | $7.6M |
CTVACorteva Inc | $7.3M |
—Terreno Realty Corp | $7.2M |
MMM3M Co | $7.2M |
TEAMAtlassian Corp PLC | $7.1M |
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