Azimuth Capital Investment Management LLC Q2 2024 Filing
Filed August 13, 2024
Portfolio Value
$2.5T
Holdings
304
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (304 positions)
| Stock | Value |
|---|---|
NVDANVIDIA Corp | $99.6M |
MSFTMicrosoft Corp | $95.9M |
AAPLApple Computer Inc | $81.4M |
MRKMerck & Co Inc | $54.3M |
—Alphabet Inc Cl A | $53.5M |
AMZNAmazon.com Inc | $42.6M |
APHAmphenol Corp Cl A | $37.0M |
SYKStryker Corp | $32.4M |
VVisa Inc Cl A | $32.2M |
GDGeneral Dynamics | $31.8M |
PEPPepsico Inc | $30.6M |
BAHBooz Allen Hamilton Cl A | $29.6M |
RSGRepublic Services | $24.3M |
XOMExxon Mobil Corp | $24.1M |
AXONAxon Enterprise Inc | $23.9M |
—JP Morgan Chase & Co | $23.3M |
CBChubb Ltd | $22.5M |
HEIHEICO Corp | $22.0M |
WMTWalmart Inc | $21.3M |
ISRGIntuitive Surgical Inc | $20.8M |
CMGChipotle Mexican Grill | $20.7M |
CRWDCrowdStrike Holdings Inc | $20.6M |
ROSTRoss Stores | $19.9M |
IBMIBM | $19.8M |
SHWSherwin Williams | $19.4M |
BKBank of NY Mellon | $19.1M |
XYLXylem Inc | $18.9M |
CDWCDW Corp | $18.2M |
SLBSchlumberger Ltd | $17.9M |
MAMastercard Inc-A | $17.8M |
UNPUnion Pacific Corp | $17.7M |
DC4Dexcom Inc | $17.6M |
ABBVAbbVie Inc | $17.2M |
TSMTaiwan Semiconductor | $16.8M |
FISVFiserv Inc | $16.7M |
STZConstellation Brands Inc Cl A | $16.1M |
HDHome Depot Inc | $16.0M |
FASTFastenal Co | $15.5M |
JNJJohnson & Johnson | $14.9M |
PFEPfizer Inc | $13.4M |
CASYCasey's General Stores | $12.8M |
PGProcter & Gamble Co | $12.7M |
CVXChevron Corp | $12.5M |
BABoeing Co | $12.4M |
LINLinde PLC F | $12.4M |
RMEResMed Inc | $12.4M |
EWJJapan Index (ETF) | $12.3M |
EUFNiShares MSCI EU Financial | $11.9M |
PANWPalo Alto Networks | $11.8M |
GLOBGlobant SA | $11.8M |
RGAReins Grp of America | $11.6M |
MDLZMondelez Int'l Inc | $11.4M |
MRSHMarsh & McLennan | $11.4M |
ZTSZoetis Inc | $11.1M |
CRMSalesforce.com | $11.0M |
PENPenumbra Inc | $11.0M |
DISWalt Disney Co | $10.6M |
SBUXStarbucks Corp | $10.5M |
TCEHYTencent Holdings LTD-UNS ADR | $10.2M |
VRTXVertex Pharmaceuticals | $10.1M |
TTDThe Trade Desk Inc Cl A | $10.1M |
WSTWest Pharmaceutical Services | $10.0M |
CPAYCorpay Inc | $10.0M |
ADPAutomatic Data Proc | $9.9M |
ACNAccenture LTD Cl A | $9.8M |
—Terreno Realty Corp | $9.7M |
VTIVanguard US Tot Mkt ETF | $9.7M |
MSCIMSCI Inc | $9.6M |
EADSYAirbus SE | $9.5M |
—IntercontinentalExchange | $9.4M |
WDAYWorkday Inc Cl A | $9.4M |
TGTTarget Corp | $9.2M |
CSGPCoStar Group Inc | $9.2M |
NBIXNeurocrine Biosciences | $9.1M |
ICLRIcon PLC | $8.9M |
VZVerizon Comm Inc | $8.9M |
KMIKinder Morgan Inc | $8.8M |
AMDAdvanced Micro Devices | $8.8M |
DUKDuke Energy Corp | $8.7M |
—IDEXX Laboratories Inc | $8.6M |
MCDMcDonald's Corp | $8.3M |
EUDGWisdomTree Europe Hedged Eq Fu | $8.3M |
KOCoca-Cola Co | $8.3M |
EMREmerson Electric Co | $8.3M |
CMCSAComcast Corp Cl A | $8.0M |
—Cisco Systems Inc | $8.0M |
—Techtronic INDS LTD SP ADR | $7.9M |
—Daiichi Sankyo Co LTD Spon ADR | $7.8M |
AAgilent Technologies | $7.7M |
STTState Street Corp | $7.7M |
AMGNAmgen Inc | $7.6M |
SOSouthern Co | $7.5M |
GILDGilead Sciences Inc | $7.5M |
BAMBrookfield Asset Mgmt Cl A | $7.4M |
—Experian PLC | $7.2M |
MMM3M Co | $7.2M |
—Iron Mountain Inc | $7.1M |
TXNTexas Instruments | $7.1M |
ABTAbbott Labs | $7.0M |
EEMiShares MSCI Emerging Mkts | $7.0M |
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