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 | $47.8M |
PEPPepsico Inc | $47.5M |
MSFTMicrosoft Corp | $38.3M |
CBChubb Ltd | $34.2M |
XOMExxon Mobil Corp | $32.5M |
RGAReins Grp of America | $31.6M |
JNJJohnson & Johnson | $28.8M |
PFEPfizer Inc | $26.8M |
SLBSchlumberger Ltd | $26.8M |
MRKMerck & Co Inc | $26.3M |
VVisa Inc Cl A | $26.2M |
GDGeneral Dynamics | $25.5M |
SBUXStarbucks Corp | $23.4M |
CDWCDW Corp | $23.0M |
BAHBooz Allen Hamilton Cl A | $22.3M |
CVSCVS Health Corp | $22.0M |
LLYEli Lilly & Co | $20.8M |
CVXChevron Corp | $20.4M |
STZConstellation Brands Inc Cl A | $20.2M |
IBMIBM | $19.9M |
VOOGVanguard S&P 500 Growth ETF | $19.4M |
—EPAM Systems | $19.1M |
—JP Morgan Chase & Co | $18.8M |
PANWPalo Alto Networks | $17.9M |
WMTWalmart Inc | $17.7M |
ENPHEnphase Energy Inc | $17.6M |
RSGRepublic Services | $17.3M |
AAgilent Technologies | $16.8M |
ABBVAbbVie Inc | $16.3M |
LULULululemon Athletica Inc | $16.3M |
—Alphabet Inc Cl A | $16.2M |
HDHome Depot Inc | $16.1M |
COSTCostco Wholesale | $16.0M |
APHAmphenol Corp Cl A | $15.9M |
MRSHMarsh & McLennan | $15.9M |
—Linde PLC F | $15.6M |
ROSTRoss Stores | $14.8M |
MAMastercard Inc-A | $14.8M |
ISRGIntuitive Surgical Inc | $14.3M |
BKBank of NY Mellon | $14.3M |
BABoeing Co | $14.1M |
RMEResMed Inc | $13.8M |
—DBS Group | $13.5M |
INTUIntuit Inc | $13.4M |
SYKStryker Corp | $13.3M |
MLMMartin Marietta Materials | $13.0M |
VRTXVertex Pharmaceuticals | $12.6M |
FASTFastenal Co | $12.6M |
PGProcter & Gamble Co | $12.5M |
AXONAxon Enterprise Inc | $12.5M |
CSGPCoStar Group Inc | $12.3M |
EMREmerson Electric Co | $12.0M |
GILDGilead Sciences Inc | $11.2M |
NVDANVIDIA Corp | $11.1M |
DISWalt Disney Co | $10.9M |
CNRCanadian Nat'l Railway | $10.7M |
WNSNWNS Holdings Ltd-ADR | $10.6M |
WBAWalgreens Boots Alliance Inc | $10.6M |
ADPAutomatic Data Proc | $10.2M |
MDLZMondelez Int'l Inc | $10.1M |
MCDMcDonald's Corp | $9.8M |
TTDThe Trade Desk Inc Cl A | $9.8M |
BMYBristol-Myers Squibb | $9.6M |
—Cisco Systems Inc | $9.6M |
MPWRMonolithic Power Sys Inc | $9.5M |
INTCIntel Corp | $9.1M |
ACNAccenture LTD Cl A | $8.8M |
IVWiShares S&P 500 Growth | $8.8M |
ZTSZoetis Inc | $8.5M |
NKENike Inc | $8.3M |
—IDEXX Laboratories Inc | $8.3M |
WSTWest Pharmaceutical Services | $8.2M |
ABTAbbott Labs | $8.2M |
WYWeyerhaeuser Co | $8.0M |
UNPUnion Pacific Corp | $8.0M |
CLXClorox Co | $8.0M |
AMZNAmazon.com Inc | $8.0M |
KMBKimberly-Clark Corp | $7.9M |
PENPenumbra Inc | $7.9M |
TDToronto-Dominion Bank | $7.8M |
EUFNiShares MSCI EU Financial | $7.8M |
BACBank of America | $7.7M |
GGGGraco Inc | $7.6M |
TAT&T Inc | $7.6M |
ELEstee Lauder Cl A | $7.5M |
HDBHDFC Bank Ltd ADR | $7.5M |
LMTLockheed Martin | $7.5M |
KOCoca-Cola Co | $7.5M |
NOWServiceNow, Inc | $7.4M |
RTXRaytheon Technologies Co | $7.4M |
ROKRockwell Automation | $7.4M |
DFSEURDiscover Financial | $7.4M |
—Capgemini | $7.3M |
WDAYWorkday Inc Cl A | $7.3M |
EWEdwards Lifesciences | $7.2M |
DEODiageo PLC ADR | $7.2M |
SHWSherwin Williams | $7.1M |
TSMTaiwan Semiconductor | $6.9M |
BAXBaxter Int'l Inc | $6.9M |
EWJJapan Index (ETF) | $6.8M |
Page 1 of 4Next