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 | $68.1M |
MSFTMicrosoft Corp | $59.2M |
PEPPepsico Inc | $47.0M |
NVDANVIDIA Corp | $33.5M |
VVisa Inc Cl A | $29.3M |
SYKStryker Corp | $28.3M |
—Alphabet Inc Cl A | $27.5M |
SLBSchlumberger Ltd | $27.2M |
JNJJohnson & Johnson | $26.7M |
MRKMerck & Co Inc | $26.5M |
LLYEli Lilly & Co | $25.3M |
LINLinde PLC F | $24.7M |
CBChubb Ltd | $24.3M |
XOMExxon Mobil Corp | $23.9M |
PANWPalo Alto Networks | $23.7M |
MAMastercard Inc-A | $22.9M |
SBUXStarbucks Corp | $22.8M |
BAHBooz Allen Hamilton Cl A | $22.5M |
AXONAxon Enterprise Inc | $22.1M |
UNHUnited Health Group | $21.4M |
RSGRepublic Services | $19.8M |
—JP Morgan Chase & Co | $19.6M |
MDLZMondelez Int'l Inc | $19.0M |
PFEPfizer Inc | $19.0M |
CDWCDW Corp | $18.8M |
MRSHMarsh & McLennan | $18.8M |
WMTWalmart Inc | $18.7M |
METAMeta Platforms | $18.6M |
IBMIBM | $18.3M |
ISRGIntuitive Surgical Inc | $18.1M |
GDGeneral Dynamics | $17.2M |
MLMMartin Marietta Materials | $16.8M |
TTDThe Trade Desk Inc Cl A | $16.6M |
ZTSZoetis Inc | $16.5M |
GGGGraco Inc | $16.2M |
RGAReins Grp of America | $16.1M |
HDHome Depot Inc | $15.5M |
VRTXVertex Pharmaceuticals | $15.2M |
STZConstellation Brands Inc Cl A | $15.1M |
FASTFastenal Co | $15.0M |
CRMSalesforce.com | $14.8M |
XYLXylem Inc | $14.5M |
RMEResMed Inc | $14.3M |
BABoeing Co | $14.3M |
NKENike Inc | $13.2M |
AAgilent Technologies | $12.7M |
CVXChevron Corp | $12.7M |
WSTWest Pharmaceutical Services | $12.6M |
CSCOCisco Systems Inc | $12.5M |
AMZNAmazon.com Inc | $12.3M |
PGProcter & Gamble Co | $12.1M |
ABBVAbbVie Inc | $11.9M |
ENPHEnphase Energy Inc | $11.6M |
GLOBGlobant SA | $11.5M |
EWJJapan Index (ETF) | $11.1M |
DISWalt Disney Co | $10.8M |
FLT1EURFleetcor Technologies | $10.8M |
—MTU Aero Engines AG | $10.8M |
MCDMcDonald's Corp | $10.5M |
ACNAccenture LTD Cl A | $10.0M |
GILDGilead Sciences Inc | $9.9M |
WDAYWorkday Inc Cl A | $9.7M |
WNSNWNS Holdings Ltd-ADR | $9.7M |
INTUIntuit Inc | $9.6M |
APHAmphenol Corp Cl A | $9.3M |
ADPAutomatic Data Proc | $9.2M |
ROKRockwell Automation | $9.1M |
CLXClorox Co | $9.1M |
PENPenumbra Inc | $8.8M |
EWEdwards Lifesciences | $8.7M |
TXNTexas Instruments | $8.7M |
LULULululemon Athletica Inc | $8.6M |
WYWeyerhaeuser Co | $8.6M |
CSGPCoStar Group Inc | $8.5M |
WBAWalgreens Boots Alliance Inc | $8.5M |
TSMTaiwan Semiconductor | $8.5M |
EUFNiShares MSCI EU Financial | $8.5M |
ROSTRoss Stores | $8.4M |
BMYBristol-Myers Squibb | $8.3M |
CMCSAComcast Corp Cl A | $8.2M |
ICLRIcon PLC | $8.2M |
—Capgemini | $8.2M |
TYLTyler Technologies Inc | $8.1M |
INTCIntel Corp | $7.9M |
HDBHDFC Bank Ltd ADR | $7.9M |
VZVerizon Comm Inc | $7.8M |
VTIVanguard US Tot Mkt ETF | $7.8M |
BKBank of NY Mellon | $7.8M |
KOCoca-Cola Co | $7.7M |
UNPUnion Pacific Corp | $7.7M |
KMBKimberly-Clark Corp | $7.6M |
MGAMagna Int'l Cl A | $7.6M |
VEEVVeeva Systems Inc | $7.6M |
SHWSherwin Williams | $7.5M |
CVSCVS Health Corp | $7.5M |
ABTAbbott Labs | $7.5M |
EUDGWisdomTree Europe Hedged Eq Fu | $7.4M |
WECWEC Energy Group Inc | $7.3M |
NSYNICE Systems Ltd | $7.3M |
ELEstee Lauder Cl A | $7.3M |
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