Azimuth Capital Investment Management LLC Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$2.0B
Holdings
304
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (304 positions)
| Stock | Value |
|---|---|
AAPLApple Computer Inc | $47.8T |
PEPPepsico Inc | $47.5T |
MSFTMicrosoft Corp | $38.3T |
CBChubb Ltd | $34.2T |
XOMExxon Mobil Corp | $32.5T |
RGAReins Grp of America | $31.6T |
JNJJohnson & Johnson | $28.8T |
PFEPfizer Inc | $26.8T |
SLBSchlumberger Ltd | $26.8T |
MRKMerck & Co Inc | $26.3T |
VVisa Inc Cl A | $26.2T |
GDGeneral Dynamics | $25.5T |
AVGOBroadcom Inc | $25.1T |
UNHUnited Health Group | $24.2T |
SBUXStarbucks Corp | $23.4T |
CDWCDW Corp | $23.0T |
BAHBooz Allen Hamilton Cl A | $22.3T |
CVSCVS Health Corp | $22.0T |
LLYEli Lilly & Co | $20.8T |
CVXChevron Corp | $20.4T |
STZConstellation Brands Inc Cl A | $20.2T |
IBMIBM | $19.9T |
VOOGVanguard S&P 500 Growth ETF | $19.4T |
—EPAM Systems | $19.1T |
—JP Morgan Chase & Co | $18.8T |
PANWPalo Alto Networks | $17.9T |
WMTWalmart Inc | $17.7T |
ENPHEnphase Energy Inc | $17.6T |
RSGRepublic Services | $17.3T |
AAgilent Technologies | $16.8T |
ABBVAbbVie Inc | $16.3T |
LULULululemon Athletica Inc | $16.3T |
—Alphabet Inc Cl A | $16.2T |
HDHome Depot Inc | $16.1T |
COSTCostco Wholesale | $16.0T |
APHAmphenol Corp Cl A | $15.9T |
MRSHMarsh & McLennan | $15.9T |
—Linde PLC F | $15.6T |
ROSTRoss Stores | $14.8T |
MAMastercard Inc-A | $14.8T |
ISRGIntuitive Surgical Inc | $14.3T |
BKBank of NY Mellon | $14.3T |
BABoeing Co | $14.1T |
RMEResMed Inc | $13.8T |
—DBS Group | $13.5T |
INTUIntuit Inc | $13.4T |
SYKStryker Corp | $13.3T |
MLMMartin Marietta Materials | $13.0T |
VRTXVertex Pharmaceuticals | $12.6T |
FASTFastenal Co | $12.6T |
PGProcter & Gamble Co | $12.5T |
AXONAxon Enterprise Inc | $12.5T |
CSGPCoStar Group Inc | $12.3T |
EMREmerson Electric Co | $12.0T |
GILDGilead Sciences Inc | $11.2T |
NVDANVIDIA Corp | $11.1T |
DISWalt Disney Co | $10.9T |
CNRCanadian Nat'l Railway | $10.7T |
WNSNWNS Holdings Ltd-ADR | $10.6T |
WBAWalgreens Boots Alliance Inc | $10.6T |
ADPAutomatic Data Proc | $10.2T |
MDLZMondelez Int'l Inc | $10.1T |
MCDMcDonald's Corp | $9.8T |
TTDThe Trade Desk Inc Cl A | $9.8T |
BMYBristol-Myers Squibb | $9.6T |
—Cisco Systems Inc | $9.6T |
MPWRMonolithic Power Sys Inc | $9.5T |
INTCIntel Corp | $9.1T |
ACNAccenture LTD Cl A | $8.8T |
IVWiShares S&P 500 Growth | $8.8T |
ZTSZoetis Inc | $8.5T |
NKENike Inc | $8.3T |
—IDEXX Laboratories Inc | $8.3T |
WSTWest Pharmaceutical Services | $8.2T |
ABTAbbott Labs | $8.2T |
WYWeyerhaeuser Co | $8.0T |
BLKBlackRock, Inc | $8.0T |
UNPUnion Pacific Corp | $8.0T |
CLXClorox Co | $8.0T |
AMZNAmazon.com Inc | $8.0T |
KMBKimberly-Clark Corp | $7.9T |
PENPenumbra Inc | $7.9T |
TDToronto-Dominion Bank | $7.8T |
EUFNiShares MSCI EU Financial | $7.8T |
BACBank of America | $7.7T |
GGGGraco Inc | $7.6T |
TAT&T Inc | $7.6T |
ELEstee Lauder Cl A | $7.5T |
HDBHDFC Bank Ltd ADR | $7.5T |
LMTLockheed Martin | $7.5T |
KOCoca-Cola Co | $7.5T |
NOWServiceNow, Inc | $7.4T |
RTXRaytheon Technologies Co | $7.4T |
ROKRockwell Automation | $7.4T |
DFSEURDiscover Financial | $7.4T |
—Capgemini | $7.3T |
WDAYWorkday Inc Cl A | $7.3T |
EWEdwards Lifesciences | $7.2T |
DEODiageo PLC ADR | $7.2T |
SHWSherwin Williams | $7.1T |
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