Azimuth Capital Investment Management LLC Q1 2024 Filing
Filed May 14, 2024
Portfolio Value
$2.4T
Holdings
308
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (308 positions)
| Stock | Value |
|---|---|
MSFTMicrosoft Corp | $89.7B |
NVDANVIDIA Corp | $73.3B |
AAPLApple Computer Inc | $57.3B |
MRKMerck & Co Inc | $49.6B |
—Alphabet Inc Cl A | $44.8B |
AMZNAmazon.com Inc | $40.4B |
LLYEli Lilly & Co | $36.0B |
VVisa Inc Cl A | $33.9B |
SYKStryker Corp | $33.6B |
AVGOBroadcom Inc | $33.5B |
METAMeta Platforms | $32.8B |
PEPPepsico Inc | $32.8B |
LINLinde PLC F | $30.5B |
APHAmphenol Corp Cl A | $30.5B |
BAHBooz Allen Hamilton Cl A | $27.6B |
MLMMartin Marietta Materials | $27.1B |
MPWRMonolithic Power Sys Inc | $27.0B |
BLKBlackRock, Inc | $26.9B |
NOWServiceNow, Inc | $26.8B |
AXONAxon Enterprise Inc | $25.5B |
XOMExxon Mobil Corp | $24.8B |
—JP Morgan Chase & Co | $23.8B |
RSGRepublic Services | $23.8B |
IBMIBM | $23.8B |
COSTCostco Wholesale | $23.5B |
GDGeneral Dynamics | $23.2B |
CBChubb Ltd | $22.8B |
CDWCDW Corp | $22.3B |
SHWSherwin Williams | $22.3B |
DC4Dexcom Inc | $21.6B |
SLBSchlumberger Ltd | $20.8B |
CMGChipotle Mexican Grill | $20.5B |
MAMastercard Inc-A | $19.8B |
WMTWalmart Inc | $19.5B |
ROSTRoss Stores | $19.3B |
FASTFastenal Co | $19.2B |
CRMSalesforce.com | $19.1B |
MDLZMondelez Int'l Inc | $19.0B |
ISRGIntuitive Surgical Inc | $18.8B |
HEIHEICO Corp | $18.5B |
HDHome Depot Inc | $17.8B |
XYLXylem Inc | $17.5B |
UNHUnited Health Group | $17.3B |
PANWPalo Alto Networks | $17.0B |
CRWDCrowdStrike Holdings Inc | $17.0B |
SBUXStarbucks Corp | $16.8B |
STZConstellation Brands Inc Cl A | $16.8B |
MSCIMSCI Inc | $16.5B |
JNJJohnson & Johnson | $16.4B |
WDAYWorkday Inc Cl A | $15.8B |
ABBVAbbVie Inc | $15.7B |
TYLTyler Technologies Inc | $15.7B |
TSMTaiwan Semiconductor | $14.1B |
PENPenumbra Inc | $14.0B |
PFEPfizer Inc | $13.4B |
BABoeing Co | $13.4B |
DISWalt Disney Co | $13.3B |
RMEResMed Inc | $13.2B |
EWJJapan Index (ETF) | $12.7B |
GLOBGlobant SA | $12.6B |
PGProcter & Gamble Co | $12.6B |
CVXChevron Corp | $12.5B |
WSTWest Pharmaceutical Services | $12.3B |
MELIMercadoLibre Inc | $12.2B |
—Global Pmts Inc | $11.6B |
ASMLASML Holdings NV NY Reg Shares | $11.6B |
CPAYCorpay Inc | $11.4B |
MRSHMarsh & McLennan | $11.2B |
ACNAccenture LTD Cl A | $11.1B |
ZTSZoetis Inc | $11.0B |
TGTTarget Corp | $11.0B |
INTUIntuit Inc | $10.9B |
RGAReins Grp of America | $10.8B |
ADPAutomatic Data Proc | $10.5B |
CASYCasey's General Stores | $10.5B |
BKBank of NY Mellon | $10.1B |
INTCIntel Corp | $10.1B |
—IDEXX Laboratories Inc | $9.9B |
VTIVanguard US Tot Mkt ETF | $9.8B |
EUFNiShares MSCI EU Financial | $9.7B |
NSYNICE Systems Ltd | $9.6B |
ROPRoper Industries Inc | $9.5B |
AMDAdvanced Micro Devices | $9.5B |
ICLRIcon PLC | $9.5B |
LULULululemon Athletica Inc | $9.4B |
MCDMcDonald's Corp | $9.3B |
—Techtronic INDS LTD SP ADR | $9.2B |
UNPUnion Pacific Corp | $9.1B |
VRTXVertex Pharmaceuticals | $9.0B |
—Cisco Systems Inc | $9.0B |
TTDThe Trade Desk Inc Cl A | $9.0B |
NBIXNeurocrine Biosciences | $8.9B |
—IntercontinentalExchange | $8.9B |
VZVerizon Comm Inc | $8.8B |
CMCSAComcast Corp Cl A | $8.7B |
FISVFiserv Inc | $8.7B |
AAgilent Technologies | $8.6B |
EUDGWisdomTree Europe Hedged Eq Fu | $8.6B |
EMREmerson Electric Co | $8.5B |
VEEVVeeva Systems Inc | $8.5B |
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