Azimuth Capital Investment Management LLC Q2 2022 Filing
Filed August 11, 2022
Portfolio Value
$2.0B
Holdings
305
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (305 positions)
| Stock | Value |
|---|---|
RTXRaytheon Technologies Co | $7K |
DFSEURDiscover Financial | $7K |
SHWSherwin Williams | $7K |
BLKBlackRock, Inc | $7K |
VEEVVeeva Systems Inc | $7K |
MGAMagna Int'l Cl A | $7K |
EWJJapan Index (ETF) | $7K |
TYLTyler Technologies Inc | $7K |
GGGGraco Inc | $7K |
VTIVanguard US Tot Mkt ETF | $7K |
LMTLockheed Martin | $7K |
AOSA.O. Smith Corp | $7K |
DAVAEndava Plc | $6K |
BALLBall Corp | $6K |
—Terreno Realty Corp | $6K |
OGM1Cogent Communications Hldgs In | $6K |
—iShares iBonds Dec 2024 Corp E | $6K |
ASMLASML Holdings NV NY Reg Shares | $6K |
—Global Pmts Inc | $6K |
GRMNGarmin Ltd | $6K |
KHCKraft Heinz Co | $6K |
AMGNAmgen Inc | $6K |
ROSTRoss Stores | $6K |
MMM3M Co | $6K |
TAT&T Inc | $6K |
ROKRockwell Automation | $6K |
—Lonza Group AG | $6K |
—Iron Mountain Inc | $6K |
PENPenumbra Inc | $5K |
—Welltower Inc | $5K |
FQIDigital Realty Trust Inc | $5K |
WECWEC Energy Group Inc | $5K |
PYPLPayPal Holdings Inc | $5K |
KMIKinder Morgan Inc | $5K |
EEMiShares MSCI Emerging Mkts | $5K |
—iShares iBonds Dec 2023 Corp E | $5K |
—TELUS Corp | $5K |
IPInt'l Paper Co | $5K |
BRK/BBerkshire Hathaway Cl B | $5K |
AZNAstraZeneca PLC | $5K |
—iShares iBonds Dec 2025 Muni E | $5K |
—Vanguard Short-Term Corp Bond | $5K |
GSBDGoldman Sachs BDC Inc | $4K |
SHELShell PLC Fun Spon ADR | $4K |
CLColgate-Palmolive Co | $4K |
UPSUnited Parcel Service | $4K |
HONHoneywell Int'l Inc | $4K |
BAMBrookfield Asset Mgmt | $4K |
EUDGWisdomTree Europe Hedged Eq Fu | $4K |
HDBHDFC Bank Ltd ADR | $4K |
BMOBank of Montreal | $4K |
PAYXPaychex Inc | $4K |
PFFiShares S&P PFD Stock Fund | $4K |
NSRGYNestle SA ADR | $4K |
MSMMSC Industrial Direct Co-A | $4K |
ECLEcolab Inc | $4K |
IBHGiShares iBonds Dec 2026 Corp E | $4K |
CHKPCheck Point Software | $4K |
DASTYDassault Systems SA | $4K |
—Experian PLC | $4K |
DUKDuke Energy Corp | $4K |
TGTTarget Corp | $4K |
VOOVanguard S&P 500 ETF | $4K |
LGRDYLegrand SA ADR | $4K |
TJXTJX Companies | $4K |
NSYNICE Systems Ltd | $4K |
—Techtronic INDS LTD SP ADR | $3K |
IBHGiShares iBonds Dec 2025 Corp E | $3K |
NEMNewmont Corp | $3K |
VFCVF Corp | $3K |
APDAir Products & Chem | $3K |
AFLAflac Inc | $3K |
ORealty Income Corp | $3K |
COPConocoPhillips | $3K |
AXPAmerican Express | $3K |
AQLTiShares iBonds Dec 2024 Muni E | $3K |
TXNTexas Instruments | $3K |
GNTXGentex Corp | $3K |
CLXClorox Co | $3K |
BNDVanguard Total Bond Market ETF | $3K |
—Pinnacle Financial Partners | $3K |
AMATApplied Materials Inc | $2K |
SOSouthern Co | $2K |
VXUSVanguard Total Intl Stk ETF | $2K |
TRVTravelers Company Inc | $2K |
PGRProgressive Corp | $2K |
CATCaterpillar Inc | $2K |
CMAComerica Inc | $2K |
BPBP PLC ADR | $2K |
TFCTruist Financial Corp | $2K |
WFCWells Fargo & Co | $2K |
NEENextEra Energy | $2K |
ORCLOracle Corp | $2K |
FFord Motor Co | $2K |
IWMiShares-Russell 2000 | $2K |
IJHiShares S&P MidCap 400 | $2K |
—iShares iBonds Dec 2023 Muni E | $2K |
—Alphabet Inc Cl C | $2K |
PNWPinnacle West Cap Corp | $2K |
DTEDTE Energy Co | $2K |