Azimuth Capital Investment Management LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$2.5B
Holdings
302
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (302 positions)
| Stock | Value |
|---|---|
AAPLApple Inc | $98.2M |
MSFTMicrosoft Corp | $81.0M |
NVDANVIDIA Corp | $80.4M |
LLYEli Lilly and Co | $61.6M |
—Alphabet Inc Cl A | $49.0M |
AVGOBroadcom Inc | $46.4M |
VVisa Inc Cl A | $40.9M |
AMZNAmazon.com Inc | $37.9M |
WFCWells Fargo & Co | $37.3M |
SYKStryker Corp | $35.1M |
BKBank of New York Mellon Corp | $34.3M |
FISVFiserv Inc | $33.7M |
—Intercontinental Exchange Inc | $33.5M |
BLKBlackRock Inc | $31.4M |
METAMeta Platforms Inc | $30.7M |
PEPPepsiCo Inc | $30.2M |
RSGRepublic Services Inc | $29.0M |
NFLXNetflix Inc | $28.4M |
TMUST-Mobile US Inc | $27.1M |
COSTCostco Wholesale Corp | $26.9M |
BACBank of America Corp | $26.6M |
XOMExxon Mobil Corp | $26.6M |
UNHUnitedHealth Group Inc | $26.5M |
—JPMorgan Chase & Co | $26.2M |
WECWEC Energy Group Inc | $24.7M |
WMTWalmart Inc | $23.8M |
ABBVAbbVie Inc | $22.6M |
APHAmphenol Corp Cl A | $22.3M |
HEIHEICO Corp | $22.3M |
MRKMerck & Co Inc | $22.3M |
IBMIBM | $21.3M |
ISRGIntuitive Surgical Inc | $20.4M |
MAMastercard Inc Cl A | $20.4M |
MPWRMonolithic Power Systems Inc | $19.7M |
ADSKAutodesk Inc | $19.2M |
AXONAxon Enterprise Inc | $18.7M |
MSCIMSCI Inc | $18.3M |
NOWServiceNow Inc | $17.8M |
—Terreno Realty Corp | $17.3M |
MRVLMarvell Technology Inc | $16.8M |
FASTFastenal Co | $16.7M |
HDHome Depot Inc | $16.6M |
CVXChevron Corp | $16.5M |
JNJJohnson & Johnson | $16.4M |
BABoeing Co | $15.7M |
CBChubb Ltd | $15.7M |
EUFNiShares MSCI Europe Financials | $15.5M |
WDAYWorkday Inc Cl A | $15.4M |
CASYCasey's General Stores Inc | $15.3M |
GDGeneral Dynamics Corp | $14.2M |
MRSHMarsh & McLennan Companies Inc | $13.8M |
RMEResMed Inc | $13.4M |
MDLZMondelez International Inc | $13.1M |
PGProcter & Gamble Co | $12.8M |
—London Stock Exchange Group PL | $12.7M |
LINLinde PLC | $12.6M |
TSMTaiwan Semiconductor Mfg Co Lt | $12.4M |
SLBSchlumberger Ltd | $12.3M |
SHWSherwin-Williams Co | $12.2M |
PANWPalo Alto Networks Inc | $12.0M |
PFEPfizer Inc | $11.9M |
VZVerizon Communications Inc | $11.6M |
RGAReinsurance Group of America I | $11.4M |
DUKDuke Energy Corp | $11.3M |
XYLXylem Inc | $11.2M |
CRMSalesforce Inc | $11.1M |
EEMiShares MSCI Emerging Markets | $11.1M |
SBUXStarbucks Corp | $11.0M |
ROPRoper Technologies Inc | $11.0M |
CRWDCrowdStrike Holdings Inc | $10.9M |
ADPAutomatic Data Processing Inc | $10.9M |
TYLTyler Technologies Inc | $10.8M |
GILDGilead Sciences Inc | $10.8M |
UNPUnion Pacific Corp | $10.7M |
CPAYCorpay Inc | $10.6M |
INTUIntuit Inc | $10.5M |
PNCPNC Financial Services Group I | $10.4M |
STTState Street Corp | $10.4M |
MMM3M Co | $10.4M |
VRTXVertex Pharmaceuticals Inc | $10.3M |
BAHBooz Allen Hamilton Holding Co | $10.3M |
DISWalt Disney Co | $10.2M |
—IDEXX Laboratories Inc | $10.2M |
VTIVanguard US Tot Mkt ETF | $10.1M |
CMGChipotle Mexican Grill Inc | $10.0M |
TEAMAtlassian Corp | $10.0M |
TRVCCitigroup Inc | $10.0M |
VEEVVeeva Systems Inc | $10.0M |
ROSTRoss Stores Inc | $9.9M |
ZTSZoetis Inc | $9.8M |
UBERUber Technologies Inc | $9.8M |
—Cisco Systems Inc | $9.6M |
ACNAccenture Plc Cl A | $9.5M |
SOSouthern Co | $9.4M |
TXNTexas Instruments Inc | $9.4M |
BNDVanguard Total Bond Market ETF | $9.2M |
—MTU Aero Engines AG ADR | $9.1M |
MELIMercadoLibre Inc | $8.9M |
MCDMcDonald's Corp | $8.8M |
EUDGWisdomTree Europe Hedged Equit | $8.8M |
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