Azimuth Capital Investment Management LLC Q3 2023 Filing
Filed November 13, 2023
Portfolio Value
$2.0T
Holdings
292
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (292 positions)
| Stock | Value |
|---|---|
MSFTMicrosoft Corp | $62.7M |
AAPLApple Computer Inc | $59.3M |
NVDANVIDIA Corp | $40.2M |
PEPPepsico Inc | $38.8M |
—Alphabet Inc Cl A | $34.5M |
MRKMerck & Co Inc | $28.9M |
VVisa Inc Cl A | $28.3M |
CBChubb Ltd | $26.2M |
XOMExxon Mobil Corp | $25.8M |
SYKStryker Corp | $25.2M |
JNJJohnson & Johnson | $25.0M |
LINLinde PLC F | $24.3M |
MDLZMondelez Int'l Inc | $23.4M |
MAMastercard Inc-A | $22.9M |
METAMeta Platforms | $22.4M |
AXONAxon Enterprise Inc | $22.2M |
BAHBooz Allen Hamilton Cl A | $21.8M |
MLMMartin Marietta Materials | $21.7M |
PANWPalo Alto Networks | $21.7M |
AMZNAmazon.com Inc | $21.6M |
SLBSchlumberger Ltd | $20.2M |
CDWCDW Corp | $20.1M |
—JP Morgan Chase & Co | $19.2M |
MRSHMarsh & McLennan | $18.9M |
IBMIBM | $18.8M |
WMTWalmart Inc | $18.7M |
DC4Dexcom Inc | $18.3M |
RSGRepublic Services | $18.1M |
GDGeneral Dynamics | $17.7M |
PFEPfizer Inc | $17.2M |
SBUXStarbucks Corp | $17.0M |
ZTSZoetis Inc | $16.7M |
RGAReins Grp of America | $16.6M |
SHWSherwin Williams | $16.3M |
STZConstellation Brands Inc Cl A | $15.5M |
ISRGIntuitive Surgical Inc | $15.3M |
VRTXVertex Pharmaceuticals | $14.8M |
HDHome Depot Inc | $14.3M |
CRMSalesforce.com | $14.2M |
FASTFastenal Co | $13.8M |
CVXChevron Corp | $13.4M |
ABBVAbbVie Inc | $13.3M |
PENPenumbra Inc | $13.1M |
—Cisco Systems Inc | $13.0M |
—IDEXX Laboratories Inc | $13.0M |
BABoeing Co | $12.9M |
GLOBGlobant SA | $12.5M |
WSTWest Pharmaceutical Services | $12.3M |
XYLXylem Inc | $11.9M |
MPWRMonolithic Power Sys Inc | $11.8M |
PGProcter & Gamble Co | $11.5M |
NKENike Inc | $11.2M |
EWJJapan Index (ETF) | $10.9M |
FLT1EURFleetcor Technologies | $10.7M |
ADPAutomatic Data Proc | $10.3M |
ACNAccenture LTD Cl A | $9.9M |
RMEResMed Inc | $9.8M |
—Global Pmts Inc | $9.8M |
DISWalt Disney Co | $9.8M |
GILDGilead Sciences Inc | $9.6M |
MCDMcDonald's Corp | $9.2M |
APHAmphenol Corp Cl A | $9.1M |
WDAYWorkday Inc Cl A | $9.1M |
CMCSAComcast Corp Cl A | $8.8M |
LULULululemon Athletica Inc | $8.6M |
EUFNiShares MSCI EU Financial | $8.4M |
ROSTRoss Stores | $8.4M |
TTDThe Trade Desk Inc Cl A | $8.3M |
INTCIntel Corp | $8.3M |
GGGGraco Inc | $8.2M |
WNSNWNS Holdings Ltd-ADR | $8.1M |
ICLRIcon PLC | $8.1M |
G7AGrupo Aeroportuario Cen-ADR | $8.0M |
WYWeyerhaeuser Co | $7.8M |
TXNTexas Instruments | $7.8M |
ROKRockwell Automation | $7.7M |
VEEVVeeva Systems Inc | $7.7M |
—Capgemini | $7.6M |
BMYBristol-Myers Squibb | $7.6M |
UNPUnion Pacific Corp | $7.6M |
CLXClorox Co | $7.5M |
VTIVanguard US Tot Mkt ETF | $7.5M |
EMREmerson Electric Co | $7.5M |
TYLTyler Technologies Inc | $7.4M |
AAgilent Technologies | $7.4M |
CSGPCoStar Group Inc | $7.3M |
BKBank of NY Mellon | $7.3M |
TSMTaiwan Semiconductor | $7.3M |
MGAMagna Int'l Cl A | $7.3M |
EUDGWisdomTree Europe Hedged Eq Fu | $7.2M |
KOCoca-Cola Co | $7.2M |
HEIHEICO Corp | $6.9M |
HDBHDFC Bank Ltd ADR | $6.8M |
VZVerizon Comm Inc | $6.8M |
WECWEC Energy Group Inc | $6.6M |
BRK/BBerkshire Hathaway Cl B | $6.6M |
ABTAbbott Labs | $6.6M |
KMBKimberly-Clark Corp | $6.6M |
—Wal-Mart De Mexico SA Spon ADR | $6.5M |
LMTLockheed Martin | $6.4M |
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