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 |
|---|---|
MDTMedtronic PLC | $7.6M |
CTVACorteva Inc | $7.3M |
VEEVVeeva Systems Inc | $7.3M |
—Iron Mountain Inc | $7.2M |
PAYXPaychex Inc | $7.1M |
WYWeyerhaeuser Co | $6.9M |
IJTiShares S&P Smallcap 600 Growt | $6.8M |
CMECME Group Inc | $6.7M |
BBYBest Buy Co | $6.7M |
RTXRTX Corp | $6.6M |
—Welltower Inc | $6.6M |
BACBank of America | $6.6M |
—MTU Aero Engines AG | $6.6M |
BRK/BBerkshire Hathaway Cl B | $6.6M |
BNDVanguard Total Bond Market ETF | $6.5M |
KMBKimberly-Clark Corp | $6.0M |
ROKRockwell Automation | $6.0M |
PFGPrincipal Financial Group | $5.9M |
ECLEcolab Inc | $5.9M |
BMYBristol-Myers Squibb | $5.8M |
CLXClorox Co | $5.7M |
—DBS Group | $5.7M |
DC4Dexcom Inc | $5.5M |
CLColgate-Palmolive Co | $5.4M |
IWFiShares-Russell 1000 Growth | $5.4M |
AFLAflac Inc | $5.3M |
TJXTJX Companies | $5.3M |
IJSiShares S&P Smallcap 600 Value | $5.2M |
DOWDow Inc | $5.2M |
—Wal-Mart De Mexico SA Spon ADR | $4.9M |
CATCaterpillar Inc | $4.9M |
—London Stock Exchange | $4.9M |
TEAMAtlassian Corp PLC | $4.8M |
CHKPCheck Point Software | $4.5M |
TAT&T Inc | $4.4M |
SHELShell PLC Fun Spon ADR | $4.4M |
—Capgemini | $4.4M |
IWDiShares-Russell 1000 Value | $4.4M |
HDBHDFC Bank Ltd ADR | $4.4M |
CNRCanadian Nat'l Railway | $4.3M |
EFAiShares MSCI EAFE | $4.2M |
PNCPNC Financial | $4.0M |
SPLVInvesco S&P 500 Eq Wt ETF | $4.0M |
AZNAstraZeneca PLC | $3.9M |
INTCIntel Corp | $3.9M |
APDAir Products & Chem | $3.9M |
OGM1Cogent Communications Hldgs In | $3.9M |
DASTYDassault Systems SA | $3.8M |
PSAPublic Storage REIT | $3.6M |
UPSUnited Parcel Service | $3.5M |
AXPAmerican Express | $3.2M |
ORealty Income Corp | $3.2M |
VXUSVanguard Total Intl Stk ETF | $3.1M |
ORCLOracle Corp | $3.0M |
NSRGYNestle SA ADR | $2.9M |
AMATApplied Materials Inc | $2.9M |
—Alphabet Inc Cl C | $2.8M |
TRVTravelers Company Inc | $2.8M |
HSYHershey Co | $2.8M |
HONHoneywell Int'l Inc | $2.7M |
GNTXGentex Corp | $2.6M |
MGAMagna Int'l Cl A | $2.5M |
NDSNNordson Corporation | $2.5M |
NEOGNeogen Corp | $2.4M |
IJHiShares S&P MidCap 400 | $2.2M |
IWMiShares-Russell 2000 | $2.1M |
NEENextEra Energy | $2.0M |
PNWPinnacle West Cap Corp | $2.0M |
BPBP PLC ADR | $1.9M |
CMAComerica Inc | $1.9M |
WFCWells Fargo & Co | $1.8M |
QCOMQualcomm Inc | $1.8M |
FFord Motor Co | $1.7M |
MSIMotorola Solutions | $1.7M |
TTCThe Toro Co | $1.7M |
COPConocoPhillips | $1.5M |
CAHCardinal Health | $1.5M |
DEDeere & Co | $1.5M |
GEGE Aerospace | $1.4M |
ABNBAirbnb Inc Cl A | $1.3M |
ETNEaton Corp PLC | $1.2M |
PGRProgressive Corp | $1.2M |
DTEDTE Energy Co | $1.2M |
BXBlackstone Group Inc | $1.2M |
SYYSysco Corp | $1.1M |
LOWLowe's Companies | $1.1M |
DDDuPont de Nemours Inc | $1.1M |
GJPDominion Energy Inc | $1.1M |
IVEiShares S&P 500 Val | $1.0M |
MCHPMicrochip Technology | $996K |
GVIIntermediate Gov/Credit ETF | $985K |
ITWIllinois Tool Works | $925K |
IAU*iShares Gold Trust | $846K |
INGRIngredion Inc | $839K |
ALSAllstate Corp | $834K |
CMSCMS Energy Corp | $822K |
ADIAnalog Devices | $816K |
CMCSAComcast Corp Cl A | $789K |
RPMRPM Int'l Inc | $774K |
GSGoldman Sachs Grp | $768K |