Azimuth Capital Investment Management LLC Q4 2023 Filing
Filed February 13, 2024
Portfolio Value
$2.0M
Holdings
302
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (302 positions)
| Stock | Value |
|---|---|
MSFTMicrosoft Corp | $80K |
AAPLApple Computer Inc | $66K |
NVDANVIDIA Corp | $45K |
MRKMerck & Co Inc | $41K |
—Alphabet Inc Cl A | $37K |
PEPPepsico Inc | $32K |
VVisa Inc Cl A | $32K |
SYKStryker Corp | $27K |
LINLinde PLC F | $27K |
AMZNAmazon.com Inc | $27K |
MLMMartin Marietta Materials | $27K |
METAMeta Platforms | $27K |
PANWPalo Alto Networks | $26K |
BAHBooz Allen Hamilton Cl A | $26K |
AXONAxon Enterprise Inc | $25K |
XOMExxon Mobil Corp | $22K |
—JP Morgan Chase & Co | $22K |
IBMIBM | $21K |
GDGeneral Dynamics | $21K |
CDWCDW Corp | $21K |
RSGRepublic Services | $21K |
CBChubb Ltd | $20K |
SLBSchlumberger Ltd | $20K |
SHWSherwin Williams | $20K |
MDLZMondelez Int'l Inc | $20K |
ZTSZoetis Inc | $19K |
MRSHMarsh & McLennan | $19K |
CRMSalesforce.com | $18K |
RGAReins Grp of America | $18K |
BABoeing Co | $18K |
ROSTRoss Stores | $18K |
WMTWalmart Inc | $18K |
APHAmphenol Corp Cl A | $18K |
ISRGIntuitive Surgical Inc | $18K |
MAMastercard Inc-A | $18K |
SBUXStarbucks Corp | $17K |
VRTXVertex Pharmaceuticals | $17K |
JNJJohnson & Johnson | $17K |
DC4Dexcom Inc | $17K |
HEIHEICO Corp | $17K |
PENPenumbra Inc | $17K |
HDHome Depot Inc | $16K |
FASTFastenal Co | $16K |
WDAYWorkday Inc Cl A | $16K |
XYLXylem Inc | $15K |
GLOBGlobant SA | $15K |
STZConstellation Brands Inc Cl A | $15K |
PFEPfizer Inc | $14K |
ABBVAbbVie Inc | $13K |
TSMTaiwan Semiconductor | $12K |
CSCOCisco Systems Inc | $12K |
CVXChevron Corp | $12K |
FLT1EURFleetcor Technologies | $12K |
INTCIntel Corp | $12K |
PGProcter & Gamble Co | $11K |
RMEResMed Inc | $11K |
WSTWest Pharmaceutical Services | $11K |
EWJJapan Index (ETF) | $11K |
MGAMagna Int'l Cl A | $11K |
ACNAccenture LTD Cl A | $11K |
—Global Pmts Inc | $11K |
DISWalt Disney Co | $11K |
GILDGilead Sciences Inc | $10K |
CRWDCrowdStrike Holdings Inc | $10K |
MCDMcDonald's Corp | $10K |
ADPAutomatic Data Proc | $10K |
GGGGraco Inc | $9K |
EUFNiShares MSCI EU Financial | $9K |
TCEHYTencent Holdings LTD-UNS ADR | $9K |
UNPUnion Pacific Corp | $9K |
BKBank of NY Mellon | $9K |
AAgilent Technologies | $9K |
CMCSAComcast Corp Cl A | $9K |
NKENike Inc | $9K |
CASYCasey's General Stores | $8K |
VTIVanguard US Tot Mkt ETF | $8K |
TGTTarget Corp | $8K |
CSGPCoStar Group Inc | $8K |
ROKRockwell Automation | $8K |
CLXClorox Co | $8K |
TYLTyler Technologies Inc | $8K |
ICLRIcon PLC | $8K |
VZVerizon Comm Inc | $8K |
TTDThe Trade Desk Inc Cl A | $8K |
HDBHDFC Bank Ltd ADR | $8K |
EUDGWisdomTree Europe Hedged Eq Fu | $8K |
ABTAbbott Labs | $8K |
EMREmerson Electric Co | $8K |
KOCoca-Cola Co | $7K |
—Wal-Mart De Mexico SA Spon ADR | $7K |
MMM3M Co | $7K |
VEEVVeeva Systems Inc | $7K |
KMIKinder Morgan Inc | $7K |
WECWEC Energy Group Inc | $7K |
BACBank of America | $7K |
WYWeyerhaeuser Co | $7K |
TRNOTerreno Realty Corp | $7K |
—Iron Mountain Inc | $7K |
LMTLockheed Martin | $7K |
AMGNAmgen Inc | $7K |
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