Azimuth Capital Investment Management LLC Q2 2022 Filing
Filed August 11, 2022
Portfolio Value
$2.0M
Holdings
305
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (305 positions)
| Stock | Value |
|---|---|
SHWSherwin Williams | $7.0M |
VEEVVeeva Systems Inc | $6.9M |
MGAMagna Int'l Cl A | $6.9M |
EWJJapan Index (ETF) | $6.9M |
TYLTyler Technologies Inc | $6.9M |
GGGGraco Inc | $6.9M |
VTIVanguard US Tot Mkt ETF | $6.8M |
LMTLockheed Martin | $6.7M |
AOSA.O. Smith Corp | $6.6M |
DAVAEndava Plc | $6.5M |
BALLBall Corp | $6.4M |
—Terreno Realty Corp | $6.3M |
OGM1Cogent Communications Hldgs In | $6.2M |
—iShares iBonds Dec 2024 Corp E | $6.2M |
ASMLASML Holdings NV NY Reg Shares | $6.2M |
—Global Pmts Inc | $6.2M |
GRMNGarmin Ltd | $6.1M |
KHCKraft Heinz Co | $6.0M |
AMGNAmgen Inc | $6.0M |
ROSTRoss Stores | $5.8M |
MMM3M Co | $5.7M |
TAT&T Inc | $5.7M |
ROKRockwell Automation | $5.7M |
—Lonza Group AG | $5.6M |
—Iron Mountain Inc | $5.6M |
PENPenumbra Inc | $5.5M |
—Welltower Inc | $5.4M |
FQIDigital Realty Trust Inc | $5.3M |
WECWEC Energy Group Inc | $5.2M |
PYPLPayPal Holdings Inc | $5.2M |
KMIKinder Morgan Inc | $5.2M |
EEMiShares MSCI Emerging Mkts | $5.1M |
—iShares iBonds Dec 2023 Corp E | $5.0M |
—TELUS Corp | $4.9M |
IPInt'l Paper Co | $4.8M |
BRK/BBerkshire Hathaway Cl B | $4.8M |
AZNAstraZeneca PLC | $4.7M |
—iShares iBonds Dec 2025 Muni E | $4.7M |
—Vanguard Short-Term Corp Bond | $4.7M |
GSBDGoldman Sachs BDC Inc | $4.4M |
SHELShell PLC Fun Spon ADR | $4.4M |
CLColgate-Palmolive Co | $4.4M |
UPSUnited Parcel Service | $4.4M |
HONHoneywell Int'l Inc | $4.4M |
BAMBrookfield Asset Mgmt | $4.3M |
EUDGWisdomTree Europe Hedged Eq Fu | $4.3M |
HDBHDFC Bank Ltd ADR | $4.2M |
BMOBank of Montreal | $4.2M |
PAYXPaychex Inc | $4.1M |
PFFiShares S&P PFD Stock Fund | $4.1M |
NSRGYNestle SA ADR | $4.1M |
MSMMSC Industrial Direct Co-A | $4.0M |
ECLEcolab Inc | $3.9M |
IBHGiShares iBonds Dec 2026 Corp E | $3.9M |
CHKPCheck Point Software | $3.9M |
DASTYDassault Systems SA | $3.9M |
—Experian PLC | $3.9M |
DUKDuke Energy Corp | $3.9M |
TGTTarget Corp | $3.8M |
VOOVanguard S&P 500 ETF | $3.8M |
LGRDYLegrand SA ADR | $3.6M |
TJXTJX Companies | $3.6M |
NSYNICE Systems Ltd | $3.6M |
—Techtronic INDS LTD SP ADR | $3.4M |
IBHGiShares iBonds Dec 2025 Corp E | $3.3M |
NEMNewmont Corp | $3.2M |
VFCVF Corp | $3.2M |
APDAir Products & Chem | $3.1M |
AFLAflac Inc | $3.0M |
ORealty Income Corp | $3.0M |
COPConocoPhillips | $3.0M |
AXPAmerican Express | $2.8M |
AQLTiShares iBonds Dec 2024 Muni E | $2.8M |
TXNTexas Instruments | $2.8M |
GNTXGentex Corp | $2.8M |
CLXClorox Co | $2.7M |
BNDVanguard Total Bond Market ETF | $2.6M |
—Pinnacle Financial Partners | $2.5M |
AMATApplied Materials Inc | $2.3M |
SOSouthern Co | $2.3M |
VXUSVanguard Total Intl Stk ETF | $2.3M |
TRVTravelers Company Inc | $2.3M |
PGRProgressive Corp | $2.3M |
CATCaterpillar Inc | $2.2M |
CMAComerica Inc | $2.2M |
BPBP PLC ADR | $2.1M |
TFCTruist Financial Corp | $2.1M |
WFCWells Fargo & Co | $2.0M |
NEENextEra Energy | $1.9M |
ORCLOracle Corp | $1.8M |
FFord Motor Co | $1.8M |
IWMiShares-Russell 2000 | $1.7M |
IJHiShares S&P MidCap 400 | $1.7M |
—iShares iBonds Dec 2023 Muni E | $1.7M |
PNWPinnacle West Cap Corp | $1.6M |
DTEDTE Energy Co | $1.6M |
NDSNNordson Corporation | $1.6M |
HSYHershey Co | $1.6M |
INGRIngredion Inc | $1.5M |
VOVanguard Mid-Cap ETF | $1.5M |