Azimuth Capital Investment Management LLC Q2 2022 Filing
Filed August 11, 2022
Portfolio Value
$2.0M
Holdings
305
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (305 positions)
| Stock | Value |
|---|---|
EFAiShares MSCI EAFE | $1.4M |
VBVanguard Small Cap ETF | $1.4M |
ITWOProShares S&P 500 Div Aristocr | $1.4M |
SYYSysco Corp | $1.3M |
VCSHVanguard Short-Term Treas ETF | $1.3M |
QCOMQualcomm Inc | $1.3M |
CAHCardinal Health | $1.2M |
MCHPMicrochip Technology | $1.1M |
IVEiShares S&P 500 Val | $1.1M |
CMECME Group Inc | $1.0M |
FRTFederal Rlty Invt Tr | $1.0M |
WMWallbridge Mining Co Ltd | $1.0M |
DEDeere & Co | $978K |
PPGPPG Industries Inc | $975K |
TTCThe Toro Co | $970K |
GJPDominion Energy Inc | $935K |
GEGeneral Electric Co | $913K |
NEOGNeogen Corp | $899K |
MSIMotorola Solutions | $894K |
ITWIllinois Tool Works | $859K |
DDDuPont de Nemours Inc | $842K |
NUVAGBPNuVasive Inc | $820K |
GVIIntermediate Gov/Credit ETF | $779K |
IWBiShares-Russell 1000 | $767K |
ALSAllstate Corp | $760K |
VGITVanguard Intermediate-Term Cor | $751K |
GPCGenuine Parts Co | $734K |
IVViShares Trust S&P 500 | $722K |
ETNEaton Corp PLC | $719K |
MASMasco Corp | $719K |
—Adobe Systems Inc | $703K |
SMGScotts Miracle-Gro Co | $675K |
HBANHuntington Bancshares | $653K |
IVWiShares S&P 500 Growth | $650K |
ENBEnbridge Inc | $644K |
FDXFedEx Corp | $642K |
PNCPNC Financial | $632K |
VTRSViatris Inc | $628K |
4I1Philip Morris Int'l | $627K |
GLDSPDR Gold Trust | $581K |
YUMYum! Brands Inc | $552K |
GISGeneral Mills Inc | $548K |
FT2First Horizon Corp | $548K |
BXBlackstone Group Inc | $547K |
CINFCincinnati Financial Corp | $538K |
AVYAvery Dennison Corp | $524K |
ADIAnalog Devices | $511K |
RPMRPM Int'l Inc | $498K |
EDConsolidated Edison | $487K |
SHY1-3yr Treasury Bond ETF | $484K |
IJSiShares S&P Smallcap 600 Value | $474K |
EXCExelon Corp | $467K |
FFIVF5 Networks Inc | $464K |
LOWLowe's Companies | $461K |
VYMVanguard High DVD Yield ETF | $443K |
SJMJ M Smucker Co | $439K |
TRVCCitigroup Inc | $436K |
GSGoldman Sachs Grp | $412K |
BEPBrookfield Renewable Partners | $408K |
MDTMedtronic PLC | $396K |
LWLamb Weston Holdings | $387K |
MPCMarathon Petroleum Corp | $384K |
CAGConagra Foods Inc | $372K |
STESTERIS Plc | $362K |
MOAltria Group Inc | $355K |
SNASnap-On Inc | $353K |
MCXMcCormick & Co | $346K |
DTMDT Midstream Inc | $330K |
—Aptiv PLC | $326K |
VSHVishay Intertechnology | $326K |
ESSEssex Property Trust Inc | $314K |
USBUS Bancorp | $312K |
CFRCullen/Frost Bankers | $309K |
OTISOtis Worldwide Corp | $306K |
CARRCarrier Global Corp | $302K |
MBWMMercantile Bank Corp | $294K |
AQLTiShares DJ Select DVD Index | $292K |
AQLTiShares Floating Rate Bond ETF | $286K |
DHRDanaher Corp | $284K |
—SPDR S&P 600 Small Cap Value E | $279K |
SCHWCharles Schwab Corp | $278K |
GWWGrainger W.W. Inc | $270K |
FTNTFortinet | $264K |
SWKStanley Black & Decker Inc | $248K |
SPYSPDR S&P 500 ETF Trust | $246K |
CMSCMS Energy Corp | $244K |
TSNTyson Foods Inc | $241K |
AEPAmer Electric Power | $235K |
YUMCYum China Holding Inc | $235K |
BDXBecton Dickinson | $230K |
—CDK Global, Inc | $230K |
ROPRoper Industries Inc | $217K |
GMEDGlobus Medical Inc | $214K |
TIPiShares Barclays US Treasury I | $210K |
DCIDonaldson Co Inc | $207K |
IGSBiShares Short Term Corp Bond E | $202K |
PLTRPalantir Tech Inc-A | $92K |
RKTRocket Companies Cl A | $89K |
TELFYTelefonica SA-ADR | $63K |
—Alphabet Inc Cl A | $26K |