Azimuth Capital Investment Management LLC Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$1.8M
Holdings
300
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (300 positions)
| Stock | Value |
|---|---|
AAPLApple Computer Inc | $52.0M |
MSFTMicrosoft Corp | $48.5M |
PEPPepsico Inc | $32.8M |
CVSCVS Health Corp | $29.7M |
GDGeneral Dynamics | $29.6M |
RGAReins Grp of America | $29.1M |
XOMExxon Mobil Corp | $28.9M |
SLBSchlumberger Ltd | $28.6M |
CBChubb Ltd | $28.0M |
JNJJohnson & Johnson | $26.9M |
—Alphabet Inc Cl A | $23.2M |
PFEPfizer Inc | $23.2M |
VVisa Inc Cl A | $22.7M |
ENPHEnphase Energy Inc | $21.8M |
PANWPalo Alto Networks | $21.7M |
CDWCDW Corp | $20.3M |
COSTCostco Wholesale | $20.1M |
AVGOBroadcom Inc | $20.1M |
EPAMEPAM Systems | $19.9M |
MPWRMonolithic Power Sys Inc | $19.7M |
LLYEli Lilly & Co | $19.2M |
APHAmphenol Corp Cl A | $19.0M |
ZSZscaler Inc | $18.5M |
RSGRepublic Services | $18.4M |
IBMIBM | $17.0M |
CVXChevron Corp | $16.6M |
WMTWalmart Inc | $16.5M |
FLT1EURFleetcor Technologies | $15.5M |
—JP Morgan Chase & Co | $15.4M |
MRKMerck & Co Inc | $15.3M |
ACNAccenture LTD Cl A | $15.2M |
MRSHMarsh & McLennan | $14.6M |
LULULululemon Athletica Inc | $14.5M |
RMEResMed Inc | $14.4M |
HDHome Depot Inc | $13.9M |
ABBVAbbVie Inc | $13.9M |
AAgilent Technologies | $13.8M |
INTUIntuit Inc | $13.6M |
NOWServiceNow, Inc | $13.4M |
—Linde PLC F | $13.1M |
TTDThe Trade Desk Inc Cl A | $13.1M |
MLMMartin Marietta Materials | $13.0M |
—DBS Group | $12.8M |
FASTFastenal Co | $12.4M |
—First Republic Bk/CA | $12.4M |
MAMastercard Inc-A | $12.3M |
GLOBGlobant SA | $12.1M |
DISWalt Disney Co | $11.8M |
WNSNWNS Holdings Ltd-ADR | $11.2M |
AMZNAmazon.com Inc | $11.1M |
CNRCanadian Nat'l Railway | $11.1M |
PGProcter & Gamble Co | $10.9M |
SYKStryker Corp | $10.9M |
VRTXVertex Pharmaceuticals | $10.3M |
DEODiageo PLC ADR | $10.1M |
ADPAutomatic Data Proc | $9.8M |
NVDANVIDIA Corp | $9.7M |
BMYBristol-Myers Squibb | $9.6M |
WBAWalgreens Boots Alliance Inc | $9.5M |
EMREmerson Electric Co | $9.3M |
INTCIntel Corp | $9.3M |
—TELUS Corp | $9.3M |
VZVerizon Comm Inc | $9.1M |
MCDMcDonald's Corp | $8.9M |
ZTSZoetis Inc | $8.9M |
BAXBaxter Int'l Inc | $8.8M |
SBUXStarbucks Corp | $8.4M |
MDLZMondelez Int'l Inc | $8.4M |
EWEdwards Lifesciences | $8.3M |
GILDGilead Sciences Inc | $8.2M |
CSCOCisco Systems Inc | $8.2M |
PYPLPayPal Holdings Inc | $7.8M |
TDToronto-Dominion Bank | $7.6M |
UNPUnion Pacific Corp | $7.5M |
WYWeyerhaeuser Co | $7.5M |
—Capgemini | $7.3M |
BACBank of America | $7.3M |
ABMDEURAbiomed Inc | $7.3M |
TYLTyler Technologies Inc | $7.2M |
BABoeing Co | $7.2M |
ABTAbbott Labs | $7.1M |
BAHBooz Allen Hamilton Cl A | $7.0M |
GGGGraco Inc | $6.9M |
WDAYWorkday Inc Cl A | $6.9M |
ISRGIntuitive Surgical Inc | $6.8M |
DFSEURDiscover Financial | $6.8M |
ROSTRoss Stores | $6.8M |
IDXXIDEXX Laboratories Inc | $6.8M |
ELEstee Lauder Cl A | $6.8M |
NSYNICE Systems Ltd | $6.7M |
KOCoca-Cola Co | $6.7M |
KMBKimberly-Clark Corp | $6.6M |
ICLRIcon PLC | $6.5M |
CRMSalesforce.com | $6.5M |
VTIVanguard US Tot Mkt ETF | $6.5M |
SHWSherwin Williams | $6.4M |
PENPenumbra Inc | $6.4M |
EWJJapan Index (ETF) | $6.4M |
EUFNiShares MSCI EU Financial | $6.4M |
WSTWest Pharmaceutical Services | $6.4M |
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