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 |
|---|---|
TSMTaiwan Semiconductor | $7K |
BAXBaxter Int'l Inc | $7K |
EWJJapan Index (ETF) | $7K |
NSYNICE Systems Ltd | $7K |
CHKPCheck Point Software | $7K |
MSCIMSCI Inc | $7K |
VTIVanguard US Tot Mkt ETF | $7K |
—TELUS Corp | $7K |
VLOValero Energy Corp | $7K |
DOWDow Inc | $7K |
TYLTyler Technologies Inc | $7K |
BALLBall Corp | $6K |
VZVerizon Comm Inc | $6K |
PYPLPayPal Holdings Inc | $6K |
—Terreno Realty Corp | $6K |
VEEVVeeva Systems Inc | $6K |
KHCKraft Heinz Co | $6K |
AMGNAmgen Inc | $6K |
TXNTexas Instruments | $6K |
MGAMagna Int'l Cl A | $6K |
BRK/BBerkshire Hathaway Cl B | $6K |
METAMeta Platforms | $6K |
CMCSAComcast Corp Cl A | $5K |
G7AGrupo Aeroportuario Cen-ADR | $5K |
HONHoneywell Int'l Inc | $5K |
NEMNewmont Corp | $5K |
—Iron Mountain Inc | $5K |
KMIKinder Morgan Inc | $5K |
—Global Pmts Inc | $5K |
OGM1Cogent Communications Hldgs In | $5K |
TJXTJX Companies | $5K |
GRMNGarmin Ltd | $5K |
—Lonza Group AG | $5K |
WECWEC Energy Group Inc | $5K |
ORealty Income Corp | $5K |
SHELShell PLC Fun Spon ADR | $5K |
MMM3M Co | $5K |
OMCLOmnicell Inc | $5K |
EEFTEuronet Worldwide Inc | $5K |
EEMiShares MSCI Emerging Mkts | $5K |
ECLEcolab Inc | $5K |
AZNAstraZeneca PLC | $5K |
EUDGWisdomTree Europe Hedged Eq Fu | $4K |
—Experian PLC | $4K |
CRMSalesforce.com | $4K |
CLColgate-Palmolive Co | $4K |
VOOVanguard S&P 500 ETF | $4K |
MSMMSC Industrial Direct Co-A | $4K |
TGTTarget Corp | $4K |
UPSUnited Parcel Service | $4K |
FLT1EURFleetcor Technologies | $4K |
PAYXPaychex Inc | $4K |
NSRGYNestle SA ADR | $4K |
—Welltower Inc | $4K |
ASMLASML Holdings NV NY Reg Shares | $4K |
ZSZscaler Inc | $4K |
APDAir Products & Chem | $4K |
GLOBGlobant SA | $4K |
FQIDigital Realty Trust Inc | $4K |
AFLAflac Inc | $4K |
ICLRIcon PLC | $4K |
TTCThe Toro Co | $4K |
DUKDuke Energy Corp | $4K |
—MTU Aero Engines AG | $4K |
BMOBank of Montreal | $4K |
DASTYDassault Systems SA | $4K |
COPConocoPhillips | $4K |
DAVAEndava Plc | $4K |
—Techtronic INDS LTD SP ADR | $3K |
—Pinnacle Financial Partners | $3K |
ITWOProShares S&P 500 Div Aristocr | $3K |
TEAMAtlassian Corp PLC | $3K |
CATCaterpillar Inc | $3K |
AXPAmerican Express | $3K |
—Vanguard Short-Term Corp Bond | $3K |
BNBrookfield Corp Cl F | $3K |
AMATApplied Materials Inc | $3K |
GNTXGentex Corp | $3K |
BNDVanguard Total Bond Market ETF | $2K |
BPBP PLC ADR | $2K |
DEDeere & Co | $2K |
TRVTravelers Company Inc | $2K |
VXUSVanguard Total Intl Stk ETF | $2K |
PGRProgressive Corp | $2K |
ORCLOracle Corp | $2K |
CAHCardinal Health | $2K |
NEENextEra Energy | $2K |
TFCTruist Financial Corp | $2K |
FFord Motor Co | $2K |
NDSNNordson Corporation | $2K |
WFCWells Fargo & Co | $2K |
SOSouthern Co | $2K |
VFCVF Corp | $2K |
CMAComerica Inc | $2K |
IJHiShares S&P MidCap 400 | $2K |
IWMiShares-Russell 2000 | $2K |
PNWPinnacle West Cap Corp | $2K |
INGRIngredion Inc | $2K |
—First Republic Bk/CA | $2K |
HSYHershey Co | $2K |