Azimuth Capital Investment Management LLC Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$2.1T
Holdings
306
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (306 positions)
| Stock | Value |
|---|---|
AAPLApple Computer Inc | $68K |
MSFTMicrosoft Corp | $59K |
PEPPepsico Inc | $47K |
AVGOBroadcom Inc | $35K |
NVDANVIDIA Corp | $34K |
VVisa Inc Cl A | $29K |
SYKStryker Corp | $28K |
—Alphabet Inc Cl A | $27K |
SLBSchlumberger Ltd | $27K |
JNJJohnson & Johnson | $27K |
MRKMerck & Co Inc | $27K |
LLYEli Lilly & Co | $25K |
LINLinde PLC F | $25K |
CBChubb Ltd | $24K |
XOMExxon Mobil Corp | $24K |
PANWPalo Alto Networks | $24K |
MAMastercard Inc-A | $23K |
SBUXStarbucks Corp | $23K |
BAHBooz Allen Hamilton Cl A | $22K |
AXONAxon Enterprise Inc | $22K |
UNHUnited Health Group | $21K |
RSGRepublic Services | $20K |
—JP Morgan Chase & Co | $20K |
MDLZMondelez Int'l Inc | $19K |
PFEPfizer Inc | $19K |
CDWCDW Corp | $19K |
MRSHMarsh & McLennan | $19K |
WMTWalmart Inc | $19K |
METAMeta Platforms | $19K |
COSTCostco Wholesale | $18K |
IBMIBM | $18K |
ISRGIntuitive Surgical Inc | $18K |
NOWServiceNow, Inc | $17K |
GDGeneral Dynamics | $17K |
MLMMartin Marietta Materials | $17K |
TTDThe Trade Desk Inc Cl A | $17K |
ZTSZoetis Inc | $17K |
GGGGraco Inc | $16K |
RGAReins Grp of America | $16K |
HDHome Depot Inc | $16K |
—IDEXX Laboratories Inc | $15K |
VRTXVertex Pharmaceuticals | $15K |
STZConstellation Brands Inc Cl A | $15K |
FASTFastenal Co | $15K |
CRMSalesforce.com | $15K |
XYLXylem Inc | $14K |
RMEResMed Inc | $14K |
BABoeing Co | $14K |
MPWRMonolithic Power Sys Inc | $14K |
TMOThermo Fisher Sci Inc | $13K |
NKENike Inc | $13K |
AAgilent Technologies | $13K |
CVXChevron Corp | $13K |
WSTWest Pharmaceutical Services | $13K |
—Cisco Systems Inc | $13K |
AMZNAmazon.com Inc | $12K |
PGProcter & Gamble Co | $12K |
ABBVAbbVie Inc | $12K |
ENPHEnphase Energy Inc | $12K |
GLOBGlobant SA | $12K |
EWJJapan Index (ETF) | $11K |
DISWalt Disney Co | $11K |
FLT1EURFleetcor Technologies | $11K |
—MTU Aero Engines AG | $11K |
MELIMercadoLibre Inc | $11K |
MCDMcDonald's Corp | $11K |
ACNAccenture LTD Cl A | $10K |
GILDGilead Sciences Inc | $10K |
WDAYWorkday Inc Cl A | $10K |
WNSNWNS Holdings Ltd-ADR | $10K |
INTUIntuit Inc | $10K |
APHAmphenol Corp Cl A | $9K |
ADPAutomatic Data Proc | $9K |
ROKRockwell Automation | $9K |
CLXClorox Co | $9K |
PENPenumbra Inc | $9K |
EWEdwards Lifesciences | $9K |
TXNTexas Instruments | $9K |
LULULululemon Athletica Inc | $9K |
WYWeyerhaeuser Co | $9K |
ASMLASML Holdings NV NY Reg Shares | $9K |
CSGPCoStar Group Inc | $9K |
WBAWalgreens Boots Alliance Inc | $9K |
TSMTaiwan Semiconductor | $9K |
EUFNiShares MSCI EU Financial | $8K |
ROSTRoss Stores | $8K |
BMYBristol-Myers Squibb | $8K |
CMCSAComcast Corp Cl A | $8K |
ICLRIcon PLC | $8K |
—Capgemini | $8K |
TYLTyler Technologies Inc | $8K |
INTCIntel Corp | $8K |
HDBHDFC Bank Ltd ADR | $8K |
CMGChipotle Mexican Grill | $8K |
VZVerizon Comm Inc | $8K |
VTIVanguard US Tot Mkt ETF | $8K |
BKBank of NY Mellon | $8K |
KOCoca-Cola Co | $8K |
BLKBlackRock, Inc | $8K |
UNPUnion Pacific Corp | $8K |
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