Azimuth Capital Investment Management LLC Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$1.8M
Holdings
300
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (300 positions)
| Stock | Value |
|---|---|
AAPLApple Computer Inc | $52K |
MSFTMicrosoft Corp | $48K |
PEPPepsico Inc | $33K |
CVSCVS Health Corp | $30K |
GDGeneral Dynamics | $30K |
RGAReins Grp of America | $29K |
XOMExxon Mobil Corp | $29K |
SLBSchlumberger Ltd | $29K |
CBChubb Ltd | $28K |
JNJJohnson & Johnson | $27K |
—Alphabet Inc Cl A | $23K |
UNHUnited Health Group | $23K |
PFEPfizer Inc | $23K |
VVisa Inc Cl A | $23K |
ENPHEnphase Energy Inc | $22K |
PANWPalo Alto Networks | $22K |
CDWCDW Corp | $20K |
COSTCostco Wholesale | $20K |
AVGOBroadcom Inc | $20K |
—EPAM Systems | $20K |
MPWRMonolithic Power Sys Inc | $20K |
LLYEli Lilly & Co | $19K |
APHAmphenol Corp Cl A | $19K |
ZSZscaler Inc | $19K |
RSGRepublic Services | $18K |
IBMIBM | $17K |
CVXChevron Corp | $17K |
WMTWalmart Inc | $16K |
FLT1EURFleetcor Technologies | $15K |
—JP Morgan Chase & Co | $15K |
MRKMerck & Co Inc | $15K |
ACNAccenture LTD Cl A | $15K |
MRSHMarsh & McLennan | $15K |
LULULululemon Athletica Inc | $15K |
RMEResMed Inc | $14K |
HDHome Depot Inc | $14K |
ABBVAbbVie Inc | $14K |
AAgilent Technologies | $14K |
INTUIntuit Inc | $14K |
NOWServiceNow, Inc | $13K |
—Linde PLC F | $13K |
TTDThe Trade Desk Inc Cl A | $13K |
MLMMartin Marietta Materials | $13K |
—DBS Group | $13K |
FASTFastenal Co | $12K |
—First Republic Bk/CA | $12K |
MAMastercard Inc-A | $12K |
GLOBGlobant SA | $12K |
DISWalt Disney Co | $12K |
WNSNWNS Holdings Ltd-ADR | $11K |
AMZNAmazon.com Inc | $11K |
CNRCanadian Nat'l Railway | $11K |
PGProcter & Gamble Co | $11K |
SYKStryker Corp | $11K |
VRTXVertex Pharmaceuticals | $10K |
DEODiageo PLC ADR | $10K |
ADPAutomatic Data Proc | $10K |
NVDANVIDIA Corp | $10K |
BMYBristol-Myers Squibb | $10K |
WBAWalgreens Boots Alliance Inc | $9K |
EMREmerson Electric Co | $9K |
INTCIntel Corp | $9K |
—TELUS Corp | $9K |
VZVerizon Comm Inc | $9K |
MCDMcDonald's Corp | $9K |
ZTSZoetis Inc | $9K |
BAXBaxter Int'l Inc | $9K |
SBUXStarbucks Corp | $8K |
MDLZMondelez Int'l Inc | $8K |
EWEdwards Lifesciences | $8K |
GILDGilead Sciences Inc | $8K |
—Cisco Systems Inc | $8K |
PYPLPayPal Holdings Inc | $8K |
TDToronto-Dominion Bank | $8K |
UNPUnion Pacific Corp | $8K |
WYWeyerhaeuser Co | $7K |
—Capgemini | $7K |
BACBank of America | $7K |
ABMDEURAbiomed Inc | $7K |
TYLTyler Technologies Inc | $7K |
BABoeing Co | $7K |
ABTAbbott Labs | $7K |
BAHBooz Allen Hamilton Cl A | $7K |
GGGGraco Inc | $7K |
WDAYWorkday Inc Cl A | $7K |
ISRGIntuitive Surgical Inc | $7K |
DFSEURDiscover Financial | $7K |
ROSTRoss Stores | $7K |
—IDEXX Laboratories Inc | $7K |
ELEstee Lauder Cl A | $7K |
NSYNICE Systems Ltd | $7K |
KOCoca-Cola Co | $7K |
KMBKimberly-Clark Corp | $7K |
ICLRIcon PLC | $7K |
CRMSalesforce.com | $6K |
VTIVanguard US Tot Mkt ETF | $6K |
SHWSherwin Williams | $6K |
PENPenumbra Inc | $6K |
EWJJapan Index (ETF) | $6K |
EUFNiShares MSCI EU Financial | $6K |
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