Azimuth Capital Investment Management LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$2.6B
Holdings
300
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (300 positions)
| Stock | Value |
|---|---|
AAPLApple Computer Inc | $113.2M |
NVDANVIDIA Corp | $99.8M |
MSFTMicrosoft Corp | $91.6M |
—Alphabet Inc Cl A | $58.1M |
LLYEli Lilly & Co | $50.1M |
AMZNAmazon.com Inc | $48.8M |
AVGOBroadcom Inc | $47.7M |
APHAmphenol Corp Cl A | $38.5M |
VVisa Inc Cl A | $36.9M |
SYKStryker Corp | $34.3M |
BLKBlackRock, Inc | $33.6M |
FISVFiserv Inc | $33.3M |
NOWServiceNow, Inc | $32.4M |
BKBank of NY Mellon | $31.8M |
—IntercontinentalExchange | $30.0M |
PEPPepsico Inc | $27.3M |
UNHUnited Health Group | $27.2M |
METAMeta Platforms | $26.9M |
COSTCostco Wholesale | $26.2M |
—JP Morgan Chase & Co | $26.2M |
MRKMerck & Co Inc | $26.1M |
WMTWalmart Inc | $25.3M |
RSGRepublic Services | $24.9M |
HEIHEICO Corp | $24.0M |
TMUST--Mobile US Inc | $23.4M |
WFCWells Fargo & Co | $22.3M |
ISRGIntuitive Surgical Inc | $22.0M |
TYLTyler Technologies Inc | $21.9M |
SHWSherwin Williams | $21.6M |
XOMExxon Mobil Corp | $21.5M |
WECWEC Energy Group Inc | $21.3M |
AXONAxon Enterprise Inc | $21.2M |
ROSTRoss Stores | $20.8M |
MSCIMSCI Inc | $20.8M |
MPWRMonolithic Power Sys Inc | $20.4M |
ADSKAutodesk Inc | $20.2M |
IBMIBM | $19.9M |
MAMastercard Inc-A | $19.9M |
CPAYCorpay Inc | $19.2M |
ABBVAbbVie Inc | $19.1M |
TSMTaiwan Semiconductor | $19.1M |
CMGChipotle Mexican Grill | $18.8M |
BAHBooz Allen Hamilton Cl A | $18.2M |
HDHome Depot Inc | $17.4M |
TRNOTerreno Realty Corp | $17.4M |
WDAYWorkday Inc Cl A | $17.3M |
BABoeing Co | $16.6M |
FASTFastenal Co | $15.9M |
NBIXNeurocrine Biosciences | $15.7M |
GDGeneral Dynamics | $15.6M |
CBChubb Ltd | $14.4M |
CRMSalesforce.com | $14.2M |
JNJJohnson & Johnson | $14.0M |
RMEResMed Inc | $14.0M |
CASYCasey's General Stores | $13.9M |
NFLXNetflix Inc | $13.8M |
PANWPalo Alto Networks | $12.9M |
PGProcter & Gamble Co | $12.6M |
EUFNiShares MSCI EU Financial | $12.6M |
PFEPfizer Inc | $12.5M |
RGAReins Grp of America | $12.4M |
TTDThe Trade Desk Inc Cl A | $12.3M |
SLBSchlumberger Ltd | $12.2M |
MRSHMarsh & McLennan | $12.0M |
LINLinde PLC F | $11.9M |
GLOBGlobant SA | $11.8M |
CVXChevron Corp | $11.6M |
DISWalt Disney Co | $11.6M |
XYLXylem Inc | $11.1M |
STTState Street Corp | $11.1M |
INTUIntuit Inc | $11.0M |
UNPUnion Pacific Corp | $11.0M |
CRWDCrowdStrike Holdings Inc | $10.8M |
TCEHYTencent Holdings LTD-UNS ADR | $10.8M |
SBUXStarbucks Corp | $10.8M |
VTIVanguard US Tot Mkt ETF | $10.7M |
MRVLMarvell Tech Grp Ltd | $10.6M |
ACNAccenture LTD Cl A | $10.6M |
EEMiShares MSCI Emerging Mkts | $10.5M |
ADPAutomatic Data Proc | $10.5M |
GILDGilead Sciences Inc | $10.3M |
STZConstellation Brands Inc Cl A | $10.3M |
ZTSZoetis Inc | $10.2M |
VZVerizon Comm Inc | $10.2M |
BAMBrookfield Asset Mgmt Cl A | $10.2M |
PNCPNC Financial | $10.0M |
MDLZMondelez Int'l Inc | $9.8M |
DUKDuke Energy Corp | $9.8M |
TXNTexas Instruments | $9.6M |
ROPRoper Industries Inc | $9.5M |
WSTWest Pharmaceutical Services | $9.4M |
CSCOCisco Systems Inc | $9.4M |
VEEVVeeva Systems Inc | $9.4M |
MELIMercadoLibre Inc | $9.3M |
PENPenumbra Inc | $9.3M |
MMM3M Co | $9.0M |
—Techtronic INDS LTD SP ADR | $9.0M |
VRTXVertex Pharmaceuticals | $8.9M |
EMREmerson Electric Co | $8.8M |
ASMLASML Holdings NV NY Reg Shares | $8.5M |
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