Azimuth Capital Investment Management LLC Q3 2024 Filing
Filed November 12, 2024
Portfolio Value
$2.6T
Holdings
303
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (303 positions)
| Stock | Value |
|---|---|
AAPLApple Computer Inc | $107.4M |
MSFTMicrosoft Corp | $93.0M |
NVDANVIDIA Corp | $91.8M |
—Alphabet Inc Cl A | $49.7M |
AVGOBroadcom Inc | $44.4M |
AMZNAmazon.com Inc | $41.3M |
MRKMerck & Co Inc | $40.3M |
APHAmphenol Corp Cl A | $35.9M |
SYKStryker Corp | $34.1M |
GDGeneral Dynamics | $33.1M |
PEPPepsico Inc | $31.1M |
FISVFiserv Inc | $29.3M |
AXONAxon Enterprise Inc | $28.9M |
HEIHEICO Corp | $26.2M |
VVisa Inc Cl A | $25.6M |
RSGRepublic Services | $25.0M |
IBMIBM | $24.9M |
SHWSherwin Williams | $24.7M |
WMTWalmart Inc | $24.2M |
XOMExxon Mobil Corp | $24.0M |
—JP Morgan Chase & Co | $23.7M |
BAHBooz Allen Hamilton Cl A | $23.3M |
BKBank of NY Mellon | $23.1M |
TMUST--Mobile US Inc | $21.2M |
—IntercontinentalExchange | $21.1M |
ROSTRoss Stores | $20.8M |
ABBVAbbVie Inc | $20.0M |
—Terreno Realty Corp | $19.6M |
ISRGIntuitive Surgical Inc | $19.4M |
XYLXylem Inc | $19.3M |
UNPUnion Pacific Corp | $18.6M |
MAMastercard Inc-A | $18.4M |
HDHome Depot Inc | $18.1M |
CMGChipotle Mexican Grill | $17.8M |
TSMTaiwan Semiconductor | $17.0M |
WDAYWorkday Inc Cl A | $16.4M |
STZConstellation Brands Inc Cl A | $16.2M |
FASTFastenal Co | $16.2M |
JNJJohnson & Johnson | $16.0M |
SLBSchlumberger Ltd | $15.6M |
RMEResMed Inc | $15.2M |
CBChubb Ltd | $15.2M |
PFEPfizer Inc | $13.7M |
LINLinde PLC F | $13.5M |
EUFNiShares MSCI EU Financial | $13.4M |
NBIXNeurocrine Biosciences | $13.3M |
PGProcter & Gamble Co | $13.1M |
CASYCasey's General Stores | $12.9M |
RGAReins Grp of America | $12.5M |
MRSHMarsh & McLennan | $12.4M |
ZTSZoetis Inc | $12.3M |
MDLZMondelez Int'l Inc | $12.3M |
PANWPalo Alto Networks | $11.9M |
CDWCDW Corp | $11.8M |
SBUXStarbucks Corp | $11.7M |
CPAYCorpay Inc | $11.7M |
CRMSalesforce.com | $11.6M |
CVXChevron Corp | $11.6M |
TCEHYTencent Holdings LTD-UNS ADR | $11.6M |
EEMiShares MSCI Emerging Mkts | $11.4M |
CRWDCrowdStrike Holdings Inc | $11.4M |
TTDThe Trade Desk Inc Cl A | $11.3M |
ADPAutomatic Data Proc | $11.2M |
GLOBGlobant SA | $11.2M |
VZVerizon Comm Inc | $11.1M |
ACNAccenture LTD Cl A | $10.6M |
—Techtronic INDS LTD SP ADR | $10.4M |
—Daiichi Sankyo Co LTD Spon ADR | $10.4M |
TXNTexas Instruments | $10.4M |
DISWalt Disney Co | $10.3M |
VTIVanguard US Tot Mkt ETF | $10.2M |
BABoeing Co | $10.2M |
DUKDuke Energy Corp | $10.2M |
VRTXVertex Pharmaceuticals | $10.0M |
MCDMcDonald's Corp | $9.7M |
TGTTarget Corp | $9.6M |
STTState Street Corp | $9.5M |
KOCoca-Cola Co | $9.4M |
MMM3M Co | $9.4M |
ADSKAutodesk Inc | $9.3M |
GILDGilead Sciences Inc | $9.3M |
AMDAdvanced Micro Devices | $9.1M |
KMIKinder Morgan Inc | $9.1M |
BAMBrookfield Asset Mgmt Cl A | $8.9M |
SOSouthern Co | $8.9M |
—Cisco Systems Inc | $8.7M |
EWJJapan Index (ETF) | $8.7M |
WSTWest Pharmaceutical Services | $8.7M |
NSYNICE Systems Ltd | $8.4M |
—Experian PLC | $8.4M |
EUDGWisdomTree Europe Hedged Eq Fu | $8.4M |
ICLRIcon PLC | $8.3M |
CSGPCoStar Group Inc | $8.3M |
AMGNAmgen Inc | $8.1M |
EMREmerson Electric Co | $8.0M |
EADSYAirbus SE | $7.9M |
WECWEC Energy Group Inc | $7.8M |
PENPenumbra Inc | $7.8M |
AAgilent Technologies | $7.7M |
ABTAbbott Labs | $7.7M |
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