Azimuth Capital Investment Management LLC Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$2.0T
Holdings
303
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (303 positions)
| Stock | Value |
|---|---|
AAPLApple Computer Inc | $59K |
PEPPepsico Inc | $47K |
MSFTMicrosoft Corp | $45K |
XOMExxon Mobil Corp | $32K |
CBChubb Ltd | $30K |
AVGOBroadcom Inc | $28K |
VVisa Inc Cl A | $28K |
RGAReins Grp of America | $27K |
JNJJohnson & Johnson | $25K |
MRKMerck & Co Inc | $25K |
SBUXStarbucks Corp | $24K |
SLBSchlumberger Ltd | $24K |
LINLinde PLC F | $23K |
CDWCDW Corp | $23K |
PANWPalo Alto Networks | $22K |
MAMastercard Inc-A | $21K |
PFEPfizer Inc | $21K |
UNHUnited Health Group | $21K |
SYKStryker Corp | $21K |
NVDANVIDIA Corp | $21K |
BAHBooz Allen Hamilton Cl A | $20K |
LLYEli Lilly & Co | $19K |
—Alphabet Inc Cl A | $19K |
GDGeneral Dynamics | $19K |
IBMIBM | $18K |
MDLZMondelez Int'l Inc | $18K |
WMTWalmart Inc | $18K |
—JP Morgan Chase & Co | $18K |
RSGRepublic Services | $18K |
COSTCostco Wholesale | $17K |
AXONAxon Enterprise Inc | $17K |
ZTSZoetis Inc | $16K |
ABBVAbbVie Inc | $16K |
MRSHMarsh & McLennan | $16K |
AAgilent Technologies | $15K |
ENPHEnphase Energy Inc | $15K |
INTUIntuit Inc | $15K |
ISRGIntuitive Surgical Inc | $15K |
HDHome Depot Inc | $15K |
STZConstellation Brands Inc Cl A | $15K |
TMOThermo Fisher Sci Inc | $15K |
BABoeing Co | $15K |
NOWServiceNow, Inc | $15K |
RMEResMed Inc | $14K |
BKBank of NY Mellon | $14K |
CRMSalesforce.com | $14K |
FASTFastenal Co | $14K |
—IDEXX Laboratories Inc | $14K |
TTDThe Trade Desk Inc Cl A | $14K |
VRTXVertex Pharmaceuticals | $14K |
CVXChevron Corp | $14K |
CVSCVS Health Corp | $13K |
ROSTRoss Stores | $13K |
CSGPCoStar Group Inc | $13K |
MPWRMonolithic Power Sys Inc | $13K |
DISWalt Disney Co | $13K |
WNSNWNS Holdings Ltd-ADR | $12K |
PGProcter & Gamble Co | $12K |
WSTWest Pharmaceutical Services | $12K |
FLT1EURFleetcor Technologies | $12K |
ZSZscaler Inc | $11K |
GLOBGlobant SA | $11K |
GILDGilead Sciences Inc | $11K |
—Cisco Systems Inc | $10K |
WBAWalgreens Boots Alliance Inc | $10K |
MCDMcDonald's Corp | $10K |
AMZNAmazon.com Inc | $10K |
METAMeta Platforms | $10K |
ADPAutomatic Data Proc | $9K |
ACNAccenture LTD Cl A | $9K |
APHAmphenol Corp Cl A | $9K |
BMYBristol-Myers Squibb | $9K |
CLXClorox Co | $9K |
WDAYWorkday Inc Cl A | $9K |
TXNTexas Instruments | $9K |
NKENike Inc | $9K |
LULULululemon Athletica Inc | $9K |
TSMTaiwan Semiconductor | $9K |
VZVerizon Comm Inc | $8K |
MSCIMSCI Inc | $8K |
EUFNiShares MSCI EU Financial | $8K |
INTCIntel Corp | $8K |
ROKRockwell Automation | $8K |
GGGGraco Inc | $8K |
MLMMartin Marietta Materials | $8K |
—MTU Aero Engines AG | $8K |
CNRCanadian Nat'l Railway | $8K |
—Capgemini | $8K |
NSYNICE Systems Ltd | $8K |
KOCoca-Cola Co | $8K |
ASMLASML Holdings NV NY Reg Shares | $8K |
WYWeyerhaeuser Co | $8K |
—DBS Group | $8K |
KMBKimberly-Clark Corp | $8K |
EWEdwards Lifesciences | $8K |
MELIMercadoLibre Inc | $8K |
UNPUnion Pacific Corp | $8K |
XYLXylem Inc | $8K |
CMCSAComcast Corp Cl A | $8K |
BLKBlackRock, Inc | $7K |
Page 1 of 4Next