Azimuth Capital Investment Management LLC Q3 2023 Filing
Filed November 13, 2023
Portfolio Value
$2.0T
Holdings
292
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (292 positions)
| Stock | Value |
|---|---|
MMM3M Co | $6.3M |
DOWDow Inc | $6.3M |
CTVACorteva Inc | $6.3M |
EWEdwards Lifesciences | $6.3M |
AMGNAmgen Inc | $6.2M |
TRNOTerreno Realty Corp | $6.2M |
—Iron Mountain Inc | $6.2M |
BACBank of America | $5.9M |
GRMNGarmin Ltd | $5.9M |
OGM1Cogent Communications Hldgs In | $5.6M |
SHELShell PLC Fun Spon ADR | $5.3M |
ECLEcolab Inc | $5.3M |
NEMNewmont Corp | $5.2M |
ELEstee Lauder Cl A | $5.2M |
RTXRTX Corp | $5.1M |
EEMiShares MSCI Emerging Mkts | $5.1M |
TJXTJX Companies | $5.1M |
KHCKraft Heinz Co | $5.1M |
PYPLPayPal Holdings Inc | $5.1M |
TGTTarget Corp | $5.0M |
—Welltower Inc | $5.0M |
KMIKinder Morgan Inc | $4.9M |
TEAMAtlassian Corp PLC | $4.9M |
VFCVF Corp | $4.8M |
MSMMSC Industrial Direct Co-A | $4.8M |
UPSUnited Parcel Service | $4.7M |
HONHoneywell Int'l Inc | $4.5M |
ITWOProShares S&P 500 Div Aristocr | $4.4M |
MDTMedtronic PLC | $4.2M |
—DBS Group | $4.2M |
CHKPCheck Point Software | $4.1M |
ORealty Income Corp | $4.1M |
NSRGYNestle SA ADR | $4.0M |
TAT&T Inc | $4.0M |
BNDVanguard Total Bond Market ETF | $4.0M |
WHRWhirlpool Corp | $3.9M |
CNRCanadian Nat'l Railway | $3.9M |
—MTU Aero Engines AG | $3.9M |
WBAWalgreens Boots Alliance Inc | $3.9M |
AFLAflac Inc | $3.9M |
DASTYDassault Systems SA | $3.8M |
NSYNICE Systems Ltd | $3.8M |
PAYXPaychex Inc | $3.8M |
CLColgate-Palmolive Co | $3.8M |
VOOVanguard S&P 500 ETF | $3.7M |
—Lonza Group AG | $3.6M |
PSAPublic Storage REIT | $3.6M |
APDAir Products & Chem | $3.5M |
—Experian PLC | $3.5M |
AMATApplied Materials Inc | $3.5M |
CATCaterpillar Inc | $3.5M |
BMOBank of Montreal | $3.4M |
BAMBrookfield Asset Mgmt Cl A | $3.3M |
VLOValero Energy Corp | $3.2M |
DEODiageo PLC ADR | $3.2M |
DUKDuke Energy Corp | $3.1M |
—TELUS Corp | $3.1M |
TCEHYTencent Holdings LTD-UNS ADR | $3.0M |
—Techtronic INDS LTD SP ADR | $3.0M |
GNTXGentex Corp | $2.9M |
TTCThe Toro Co | $2.9M |
COPConocoPhillips | $2.8M |
AXPAmerican Express | $2.7M |
DAVAEndava Plc | $2.7M |
VXUSVanguard Total Intl Stk ETF | $2.5M |
BPBP PLC ADR | $2.5M |
CAHCardinal Health | $2.4M |
ORCLOracle Corp | $2.2M |
DEDeere & Co | $2.2M |
PGRProgressive Corp | $2.1M |
NEOGNeogen Corp | $2.1M |
TRVTravelers Company Inc | $2.0M |
FFord Motor Co | $2.0M |
NDSNNordson Corporation | $2.0M |
IJHiShares S&P MidCap 400 | $1.9M |
CMECME Group Inc | $1.9M |
—Alphabet Inc Cl C | $1.9M |
IWMiShares-Russell 2000 | $1.8M |
INGRIngredion Inc | $1.7M |
PNWPinnacle West Cap Corp | $1.7M |
SOSouthern Co | $1.7M |
EFAiShares MSCI EAFE | $1.6M |
MCHPMicrochip Technology | $1.6M |
VOVanguard Mid-Cap ETF | $1.5M |
VBVanguard Small Cap ETF | $1.5M |
WFCWells Fargo & Co | $1.5M |
HSYHershey Co | $1.5M |
ABNBAirbnb Inc Cl A | $1.4M |
NEENextEra Energy | $1.4M |
—Vanguard Short-Term Corp Bond | $1.3M |
ETNEaton Corp PLC | $1.3M |
DTEDTE Energy Co | $1.2M |
QCOMQualcomm Inc | $1.1M |
CMAComerica Inc | $1.1M |
MSIMotorola Solutions | $1.1M |
GVIIntermediate Gov/Credit ETF | $1.0M |
SYYSysco Corp | $1.0M |
FFIVF5 Networks Inc | $944K |
DDDuPont de Nemours Inc | $943K |
LOWLowe's Companies | $937K |