Azimuth Capital Investment Management LLC Q4 2023 Filing
Filed February 13, 2024
Portfolio Value
$2.2B
Holdings
302
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (302 positions)
| Stock | Value |
|---|---|
MSFTMicrosoft Corp | $79.9T |
AAPLApple Computer Inc | $66.1T |
NVDANVIDIA Corp | $45.2T |
AVGOBroadcom Inc | $43.8T |
MRKMerck & Co Inc | $40.9T |
—Alphabet Inc Cl A | $37.3T |
PEPPepsico Inc | $32.2T |
VVisa Inc Cl A | $31.7T |
LLYEli Lilly & Co | $29.1T |
SYKStryker Corp | $27.5T |
LINLinde PLC F | $26.8T |
AMZNAmazon.com Inc | $26.6T |
MLMMartin Marietta Materials | $26.5T |
METAMeta Platforms | $26.5T |
PANWPalo Alto Networks | $25.6T |
BAHBooz Allen Hamilton Cl A | $25.5T |
AXONAxon Enterprise Inc | $25.3T |
NOWServiceNow, Inc | $24.8T |
XOMExxon Mobil Corp | $21.9T |
—JP Morgan Chase & Co | $21.8T |
COSTCostco Wholesale | $21.3T |
IBMIBM | $21.3T |
GDGeneral Dynamics | $21.0T |
CDWCDW Corp | $21.0T |
RSGRepublic Services | $20.8T |
CBChubb Ltd | $20.0T |
SLBSchlumberger Ltd | $20.0T |
SHWSherwin Williams | $19.8T |
MDLZMondelez Int'l Inc | $19.7T |
ZTSZoetis Inc | $19.2T |
MRSHMarsh & McLennan | $18.9T |
CRMSalesforce.com | $18.3T |
RGAReins Grp of America | $18.2T |
UNHUnited Health Group | $18.2T |
BABoeing Co | $18.1T |
ROSTRoss Stores | $18.1T |
WMTWalmart Inc | $17.9T |
APHAmphenol Corp Cl A | $17.7T |
ISRGIntuitive Surgical Inc | $17.6T |
MAMastercard Inc-A | $17.5T |
SBUXStarbucks Corp | $17.5T |
VRTXVertex Pharmaceuticals | $17.1T |
JNJJohnson & Johnson | $17.0T |
DC4Dexcom Inc | $17.0T |
HEIHEICO Corp | $16.7T |
PENPenumbra Inc | $16.7T |
HDHome Depot Inc | $16.3T |
FASTFastenal Co | $16.2T |
MPWRMonolithic Power Sys Inc | $16.0T |
CMGChipotle Mexican Grill | $16.0T |
WDAYWorkday Inc Cl A | $15.9T |
XYLXylem Inc | $15.0T |
GLOBGlobant SA | $15.0T |
STZConstellation Brands Inc Cl A | $14.8T |
PFEPfizer Inc | $13.9T |
ABBVAbbVie Inc | $13.4T |
MELIMercadoLibre Inc | $12.6T |
TSMTaiwan Semiconductor | $12.0T |
—Cisco Systems Inc | $12.0T |
CVXChevron Corp | $11.8T |
FLT1EURFleetcor Technologies | $11.8T |
INTCIntel Corp | $11.6T |
PGProcter & Gamble Co | $11.5T |
RMEResMed Inc | $11.5T |
WSTWest Pharmaceutical Services | $11.5T |
EWJJapan Index (ETF) | $11.4T |
LULULululemon Athletica Inc | $11.4T |
MGAMagna Int'l Cl A | $11.2T |
ACNAccenture LTD Cl A | $11.0T |
—Global Pmts Inc | $10.7T |
DISWalt Disney Co | $10.5T |
INTUIntuit Inc | $10.5T |
GILDGilead Sciences Inc | $10.4T |
CRWDCrowdStrike Holdings Inc | $10.3T |
MCDMcDonald's Corp | $10.2T |
BLKBlackRock, Inc | $10.2T |
—IDEXX Laboratories Inc | $10.2T |
ADPAutomatic Data Proc | $10.0T |
GGGGraco Inc | $9.5T |
EUFNiShares MSCI EU Financial | $9.2T |
TCEHYTencent Holdings LTD-UNS ADR | $9.1T |
UNPUnion Pacific Corp | $9.1T |
ASMLASML Holdings NV NY Reg Shares | $9.1T |
BKBank of NY Mellon | $9.0T |
ROPRoper Industries Inc | $8.9T |
AAgilent Technologies | $8.8T |
MSCIMSCI Inc | $8.8T |
CMCSAComcast Corp Cl A | $8.7T |
NKENike Inc | $8.7T |
CASYCasey's General Stores | $8.5T |
VTIVanguard US Tot Mkt ETF | $8.5T |
TGTTarget Corp | $8.4T |
CSGPCoStar Group Inc | $8.3T |
ROKRockwell Automation | $8.1T |
CLXClorox Co | $7.8T |
TYLTyler Technologies Inc | $7.8T |
ICLRIcon PLC | $7.7T |
VZVerizon Comm Inc | $7.7T |
TTDThe Trade Desk Inc Cl A | $7.7T |
HDBHDFC Bank Ltd ADR | $7.7T |
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