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 |
|---|---|
KMBKimberly-Clark Corp | $8K |
MGAMagna Int'l Cl A | $8K |
VEEVVeeva Systems Inc | $8K |
SHWSherwin Williams | $8K |
CVSCVS Health Corp | $7K |
ABTAbbott Labs | $7K |
EUDGWisdomTree Europe Hedged Eq Fu | $7K |
WECWEC Energy Group Inc | $7K |
NSYNICE Systems Ltd | $7K |
ELEstee Lauder Cl A | $7K |
—Lonza Group AG | $7K |
LMTLockheed Martin | $7K |
EMREmerson Electric Co | $7K |
DC4Dexcom Inc | $7K |
MSCIMSCI Inc | $7K |
CTVACorteva Inc | $7K |
RTXRaytheon Technologies Co | $7K |
DOWDow Inc | $7K |
—Terreno Realty Corp | $7K |
BRK/BBerkshire Hathaway Cl B | $6K |
BACBank of America | $6K |
OGM1Cogent Communications Hldgs In | $6K |
NEMNewmont Corp | $6K |
—Iron Mountain Inc | $6K |
TGTTarget Corp | $6K |
PYPLPayPal Holdings Inc | $6K |
ECLEcolab Inc | $6K |
GRMNGarmin Ltd | $6K |
EEFTEuronet Worldwide Inc | $5K |
KHCKraft Heinz Co | $5K |
AMGNAmgen Inc | $5K |
EEMiShares MSCI Emerging Mkts | $5K |
—Global Pmts Inc | $5K |
SHELShell PLC Fun Spon ADR | $5K |
KMIKinder Morgan Inc | $5K |
HONHoneywell Int'l Inc | $5K |
TJXTJX Companies | $5K |
VFCVF Corp | $5K |
—Experian PLC | $5K |
—Welltower Inc | $5K |
ORealty Income Corp | $5K |
MSMMSC Industrial Direct Co-A | $5K |
G7AGrupo Aeroportuario Cen-ADR | $5K |
AZNAstraZeneca PLC | $5K |
TAT&T Inc | $5K |
DASTYDassault Systems SA | $4K |
CNRCanadian Nat'l Railway | $4K |
WHRWhirlpool Corp | $4K |
ITWOProShares S&P 500 Div Aristocr | $4K |
MMM3M Co | $4K |
NSRGYNestle SA ADR | $4K |
UPSUnited Parcel Service | $4K |
VOOVanguard S&P 500 ETF | $4K |
TDToronto-Dominion Bank | $4K |
CLColgate-Palmolive Co | $4K |
—DBS Group | $4K |
TEAMAtlassian Corp PLC | $4K |
AMATApplied Materials Inc | $4K |
BNDVanguard Total Bond Market ETF | $4K |
CHKPCheck Point Software | $4K |
PAYXPaychex Inc | $4K |
DEODiageo PLC ADR | $4K |
—TELUS Corp | $4K |
APDAir Products & Chem | $4K |
BMOBank of Montreal | $4K |
AFLAflac Inc | $4K |
TTCThe Toro Co | $3K |
—Techtronic INDS LTD SP ADR | $3K |
DUKDuke Energy Corp | $3K |
BAMBrookfield Asset Mgmt Cl A | $3K |
CATCaterpillar Inc | $3K |
AXPAmerican Express | $3K |
GNTXGentex Corp | $3K |
VLOValero Energy Corp | $3K |
CAHCardinal Health | $3K |
VXUSVanguard Total Intl Stk ETF | $3K |
ORCLOracle Corp | $3K |
FFord Motor Co | $2K |
COPConocoPhillips | $2K |
NEOGNeogen Corp | $2K |
DAVAEndava Plc | $2K |
PSAPublic Storage REIT | $2K |
DEDeere & Co | $2K |
BPBP PLC ADR | $2K |
NDSNNordson Corporation | $2K |
TRVTravelers Company Inc | $2K |
IJHiShares S&P MidCap 400 | $2K |
PGRProgressive Corp | $2K |
INGRIngredion Inc | $2K |
PNWPinnacle West Cap Corp | $2K |
MCHPMicrochip Technology | $2K |
IWMiShares-Russell 2000 | $2K |
SOSouthern Co | $2K |
MDTMedtronic PLC | $2K |
HSYHershey Co | $2K |
NEENextEra Energy | $2K |
CMECME Group Inc | $2K |
—Alphabet Inc Cl C | $2K |
EFAiShares MSCI EAFE | $2K |
VOVanguard Mid-Cap ETF | $2K |