Azimuth Capital Investment Management LLC Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$2.0T
Holdings
304
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (304 positions)
| Stock | Value |
|---|---|
AAPLApple Computer Inc | $47.8B |
PEPPepsico Inc | $47.5B |
MSFTMicrosoft Corp | $38.3B |
CBChubb Ltd | $34.2B |
XOMExxon Mobil Corp | $32.5B |
RGAReins Grp of America | $31.6B |
JNJJohnson & Johnson | $28.8B |
PFEPfizer Inc | $26.8B |
SLBSchlumberger Ltd | $26.8B |
MRKMerck & Co Inc | $26.3B |
VVisa Inc Cl A | $26.2B |
GDGeneral Dynamics | $25.5B |
AVGOBroadcom Inc | $25.1B |
UNHUnited Health Group | $24.2B |
SBUXStarbucks Corp | $23.4B |
CDWCDW Corp | $23.0B |
BAHBooz Allen Hamilton Cl A | $22.3B |
CVSCVS Health Corp | $22.0B |
LLYEli Lilly & Co | $20.8B |
CVXChevron Corp | $20.4B |
STZConstellation Brands Inc Cl A | $20.2B |
IBMIBM | $19.9B |
VOOGVanguard S&P 500 Growth ETF | $19.4B |
—EPAM Systems | $19.1B |
—JP Morgan Chase & Co | $18.8B |
PANWPalo Alto Networks | $17.9B |
WMTWalmart Inc | $17.7B |
ENPHEnphase Energy Inc | $17.6B |
RSGRepublic Services | $17.3B |
AAgilent Technologies | $16.8B |
ABBVAbbVie Inc | $16.3B |
LULULululemon Athletica Inc | $16.3B |
—Alphabet Inc Cl A | $16.2B |
HDHome Depot Inc | $16.1B |
COSTCostco Wholesale | $16.0B |
APHAmphenol Corp Cl A | $15.9B |
MRSHMarsh & McLennan | $15.9B |
—Linde PLC F | $15.6B |
ROSTRoss Stores | $14.8B |
MAMastercard Inc-A | $14.8B |
ISRGIntuitive Surgical Inc | $14.3B |
BKBank of NY Mellon | $14.3B |
BABoeing Co | $14.1B |
RMEResMed Inc | $13.8B |
—DBS Group | $13.5B |
INTUIntuit Inc | $13.4B |
SYKStryker Corp | $13.3B |
MLMMartin Marietta Materials | $13.0B |
VRTXVertex Pharmaceuticals | $12.6B |
FASTFastenal Co | $12.6B |
PGProcter & Gamble Co | $12.5B |
AXONAxon Enterprise Inc | $12.5B |
CSGPCoStar Group Inc | $12.3B |
EMREmerson Electric Co | $12.0B |
GILDGilead Sciences Inc | $11.2B |
NVDANVIDIA Corp | $11.1B |
DISWalt Disney Co | $10.9B |
CNRCanadian Nat'l Railway | $10.7B |
WNSNWNS Holdings Ltd-ADR | $10.6B |
WBAWalgreens Boots Alliance Inc | $10.6B |
ADPAutomatic Data Proc | $10.2B |
MDLZMondelez Int'l Inc | $10.1B |
MCDMcDonald's Corp | $9.8B |
TTDThe Trade Desk Inc Cl A | $9.8B |
BMYBristol-Myers Squibb | $9.6B |
—Cisco Systems Inc | $9.6B |
MPWRMonolithic Power Sys Inc | $9.5B |
INTCIntel Corp | $9.1B |
ACNAccenture LTD Cl A | $8.8B |
IVWiShares S&P 500 Growth | $8.8B |
ZTSZoetis Inc | $8.5B |
NKENike Inc | $8.3B |
—IDEXX Laboratories Inc | $8.3B |
WSTWest Pharmaceutical Services | $8.2B |
ABTAbbott Labs | $8.2B |
WYWeyerhaeuser Co | $8.0B |
BLKBlackRock, Inc | $8.0B |
UNPUnion Pacific Corp | $8.0B |
CLXClorox Co | $8.0B |
AMZNAmazon.com Inc | $8.0B |
KMBKimberly-Clark Corp | $7.9B |
PENPenumbra Inc | $7.9B |
TDToronto-Dominion Bank | $7.8B |
EUFNiShares MSCI EU Financial | $7.8B |
BACBank of America | $7.7B |
GGGGraco Inc | $7.6B |
TAT&T Inc | $7.6B |
ELEstee Lauder Cl A | $7.5B |
HDBHDFC Bank Ltd ADR | $7.5B |
LMTLockheed Martin | $7.5B |
KOCoca-Cola Co | $7.5B |
NOWServiceNow, Inc | $7.4B |
RTXRaytheon Technologies Co | $7.4B |
ROKRockwell Automation | $7.4B |
DFSEURDiscover Financial | $7.4B |
—Capgemini | $7.3B |
WDAYWorkday Inc Cl A | $7.3B |
EWEdwards Lifesciences | $7.2B |
DEODiageo PLC ADR | $7.2B |
SHWSherwin Williams | $7.1B |
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