Azimuth Capital Investment Management LLC Q2 2024 Filing
Filed August 13, 2024
Portfolio Value
$2.1M
Holdings
304
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (304 positions)
| Stock | Value |
|---|---|
NVDANVIDIA Corp | $100K |
MSFTMicrosoft Corp | $96K |
AAPLApple Computer Inc | $81K |
MRKMerck & Co Inc | $54K |
—Alphabet Inc Cl A | $53K |
AMZNAmazon.com Inc | $43K |
APHAmphenol Corp Cl A | $37K |
SYKStryker Corp | $32K |
VVisa Inc Cl A | $32K |
GDGeneral Dynamics | $32K |
PEPPepsico Inc | $31K |
BAHBooz Allen Hamilton Cl A | $30K |
RSGRepublic Services | $24K |
XOMExxon Mobil Corp | $24K |
AXONAxon Enterprise Inc | $24K |
—JP Morgan Chase & Co | $23K |
CBChubb Ltd | $23K |
HEIHEICO Corp | $22K |
WMTWalmart Inc | $21K |
ISRGIntuitive Surgical Inc | $21K |
CMGChipotle Mexican Grill | $21K |
CRWDCrowdStrike Holdings Inc | $21K |
ROSTRoss Stores | $20K |
IBMIBM | $20K |
SHWSherwin Williams | $19K |
BKBank of NY Mellon | $19K |
XYLXylem Inc | $19K |
CDWCDW Corp | $18K |
SLBSchlumberger Ltd | $18K |
MAMastercard Inc-A | $18K |
UNPUnion Pacific Corp | $18K |
DC4Dexcom Inc | $18K |
ABBVAbbVie Inc | $17K |
TSMTaiwan Semiconductor | $17K |
FISVFiserv Inc | $17K |
STZConstellation Brands Inc Cl A | $16K |
HDHome Depot Inc | $16K |
FASTFastenal Co | $16K |
JNJJohnson & Johnson | $15K |
PFEPfizer Inc | $13K |
CASYCasey's General Stores | $13K |
PGProcter & Gamble Co | $13K |
CVXChevron Corp | $12K |
BABoeing Co | $12K |
LINLinde PLC F | $12K |
RMEResMed Inc | $12K |
EWJJapan Index (ETF) | $12K |
EUFNiShares MSCI EU Financial | $12K |
PANWPalo Alto Networks | $12K |
GLOBGlobant SA | $12K |
RGAReins Grp of America | $12K |
MDLZMondelez Int'l Inc | $11K |
MRSHMarsh & McLennan | $11K |
ZTSZoetis Inc | $11K |
CRMSalesforce.com | $11K |
PENPenumbra Inc | $11K |
DISWalt Disney Co | $11K |
SBUXStarbucks Corp | $10K |
TCEHYTencent Holdings LTD-UNS ADR | $10K |
VRTXVertex Pharmaceuticals | $10K |
TTDThe Trade Desk Inc Cl A | $10K |
WSTWest Pharmaceutical Services | $10K |
CPAYCorpay Inc | $10K |
ADPAutomatic Data Proc | $10K |
ACNAccenture LTD Cl A | $10K |
TRNOTerreno Realty Corp | $10K |
VTIVanguard US Tot Mkt ETF | $10K |
MSCIMSCI Inc | $10K |
EADSYAirbus SE | $9K |
—IntercontinentalExchange | $9K |
WDAYWorkday Inc Cl A | $9K |
TGTTarget Corp | $9K |
CSGPCoStar Group Inc | $9K |
NBIXNeurocrine Biosciences | $9K |
ICLRIcon PLC | $9K |
VZVerizon Comm Inc | $9K |
KMIKinder Morgan Inc | $9K |
AMDAdvanced Micro Devices | $9K |
DUKDuke Energy Corp | $9K |
IDXXIDEXX Laboratories Inc | $9K |
MCDMcDonald's Corp | $8K |
EUDGWisdomTree Europe Hedged Eq Fu | $8K |
KOCoca-Cola Co | $8K |
EMREmerson Electric Co | $8K |
CMCSAComcast Corp Cl A | $8K |
CSCOCisco Systems Inc | $8K |
—Techtronic INDS LTD SP ADR | $8K |
—Daiichi Sankyo Co LTD Spon ADR | $8K |
AAgilent Technologies | $8K |
STTState Street Corp | $8K |
AMGNAmgen Inc | $8K |
SOSouthern Co | $8K |
GILDGilead Sciences Inc | $8K |
BAMBrookfield Asset Mgmt Cl A | $7K |
—Experian PLC | $7K |
MMM3M Co | $7K |
—Iron Mountain Inc | $7K |
TXNTexas Instruments | $7K |
ABTAbbott Labs | $7K |
EEMiShares MSCI Emerging Mkts | $7K |
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