Azimuth Capital Investment Management LLC Q2 2022 Filing
Filed August 11, 2022
Portfolio Value
$2.0B
Holdings
305
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (305 positions)
| Stock | Value |
|---|---|
AAPLApple Computer Inc | $55.8M |
MSFTMicrosoft Corp | $53.1M |
PEPPepsico Inc | $33.5M |
XOMExxon Mobil Corp | $32.3M |
GDGeneral Dynamics | $30.8M |
CBChubb Ltd | $30.1M |
JNJJohnson & Johnson | $29.1M |
SLBSchlumberger Ltd | $28.4M |
PFEPfizer Inc | $28.3M |
RGAReins Grp of America | $26.8M |
—Alphabet Inc Cl A | $26.4M |
VVisa Inc Cl A | $24.9M |
ENPHEnphase Energy Inc | $24.5M |
UNHUnited Health Group | $23.6M |
CVSCVS Health Corp | $23.0M |
PANWPalo Alto Networks | $21.9M |
NOWServiceNow, Inc | $21.2M |
MPWRMonolithic Power Sys Inc | $20.7M |
IBMIBM | $20.5M |
COSTCostco Wholesale | $20.3M |
LLYEli Lilly & Co | $19.8M |
FLT1EURFleetcor Technologies | $18.5M |
APHAmphenol Corp Cl A | $18.0M |
RSGRepublic Services | $17.5M |
CVXChevron Corp | $16.7M |
—JP Morgan Chase & Co | $16.6M |
ABBVAbbVie Inc | $16.5M |
MRKMerck & Co Inc | $16.2M |
ACNAccenture LTD Cl A | $16.2M |
ZSZscaler Inc | $16.1M |
—Signature Bank NY | $16.0M |
NVDANVIDIA Corp | $15.7M |
ABTAbbott Labs | $15.6M |
AVGOBroadcom Inc | $15.6M |
WMTWalmart Inc | $15.5M |
ZTSZoetis Inc | $15.5M |
MRSHMarsh & McLennan | $15.2M |
UNPUnion Pacific Corp | $15.1M |
INTCIntel Corp | $14.7M |
CDWCDW Corp | $14.2M |
LULULululemon Athletica Inc | $14.1M |
—First Republic Bk/CA | $14.0M |
RMEResMed Inc | $13.9M |
HDHome Depot Inc | $13.8M |
—Linde PLC F | $13.7M |
FASTFastenal Co | $13.5M |
BKBank of NY Mellon | $13.2M |
INTUIntuit Inc | $12.6M |
EEFTEuronet Worldwide Inc | $12.6M |
PGProcter & Gamble Co | $12.4M |
—EPAM Systems | $12.4M |
VZVerizon Comm Inc | $12.4M |
MLMMartin Marietta Materials | $12.2M |
—DBS Group | $11.9M |
CNRCanadian Nat'l Railway | $11.5M |
BAXBaxter Int'l Inc | $11.4M |
DEODiageo PLC ADR | $11.2M |
—iShares iBonds Dec 2026 Muni E | $11.2M |
WBAWalgreens Boots Alliance Inc | $11.1M |
DISWalt Disney Co | $11.0M |
SYKStryker Corp | $10.7M |
BMYBristol-Myers Squibb | $10.5M |
AMZNAmazon.com Inc | $10.4M |
EMREmerson Electric Co | $10.3M |
VRTXVertex Pharmaceuticals | $10.0M |
DOWDow Inc | $9.8M |
EWEdwards Lifesciences | $9.6M |
TSMTaiwan Semiconductor | $9.6M |
MCDMcDonald's Corp | $9.6M |
WDAYWorkday Inc Cl A | $9.5M |
—Capgemini | $9.5M |
MDLZMondelez Int'l Inc | $9.3M |
ADPAutomatic Data Proc | $9.2M |
TTDThe Trade Desk Inc Cl A | $9.2M |
—Cisco Systems Inc | $8.8M |
WYWeyerhaeuser Co | $8.8M |
ICLRIcon PLC | $8.7M |
G7AGrupo Aeroportuario Cen-ADR | $8.3M |
WNSNWNS Holdings Ltd-ADR | $8.3M |
GILDGilead Sciences Inc | $8.3M |
BABoeing Co | $8.1M |
TDToronto-Dominion Bank | $8.1M |
ELEstee Lauder Cl A | $8.1M |
KMBKimberly-Clark Corp | $7.9M |
MAMastercard Inc-A | $7.9M |
AAgilent Technologies | $7.8M |
WSTWest Pharmaceutical Services | $7.7M |
OMCLOmnicell Inc | $7.7M |
BACBank of America | $7.6M |
KOCoca-Cola Co | $7.6M |
CMCSAComcast Corp Cl A | $7.6M |
—IDEXX Laboratories Inc | $7.5M |
METAMeta Platforms | $7.5M |
CRMSalesforce.com | $7.5M |
ISRGIntuitive Surgical Inc | $7.5M |
SBUXStarbucks Corp | $7.4M |
NKENike Inc | $7.4M |
EUFNiShares MSCI EU Financial | $7.4M |
ABMDEURAbiomed Inc | $7.3M |
VLOValero Energy Corp | $7.3M |
Page 1 of 4Next