Azimuth Capital Investment Management LLC Q4 2023 Filing
Filed February 13, 2024
Portfolio Value
$2.2T
Holdings
302
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (302 positions)
| Stock | Value |
|---|---|
MSFTMicrosoft Corp | $79.9M |
AAPLApple Computer Inc | $66.1M |
NVDANVIDIA Corp | $45.2M |
MRKMerck & Co Inc | $40.9M |
—Alphabet Inc Cl A | $37.3M |
PEPPepsico Inc | $32.2M |
VVisa Inc Cl A | $31.7M |
SYKStryker Corp | $27.5M |
LINLinde PLC F | $26.8M |
AMZNAmazon.com Inc | $26.6M |
MLMMartin Marietta Materials | $26.5M |
METAMeta Platforms | $26.5M |
PANWPalo Alto Networks | $25.6M |
BAHBooz Allen Hamilton Cl A | $25.5M |
AXONAxon Enterprise Inc | $25.3M |
XOMExxon Mobil Corp | $21.9M |
—JP Morgan Chase & Co | $21.8M |
IBMIBM | $21.3M |
GDGeneral Dynamics | $21.0M |
CDWCDW Corp | $21.0M |
RSGRepublic Services | $20.8M |
CBChubb Ltd | $20.0M |
SLBSchlumberger Ltd | $20.0M |
SHWSherwin Williams | $19.8M |
MDLZMondelez Int'l Inc | $19.7M |
ZTSZoetis Inc | $19.2M |
MRSHMarsh & McLennan | $18.9M |
CRMSalesforce.com | $18.3M |
RGAReins Grp of America | $18.2M |
BABoeing Co | $18.1M |
ROSTRoss Stores | $18.1M |
WMTWalmart Inc | $17.9M |
APHAmphenol Corp Cl A | $17.7M |
ISRGIntuitive Surgical Inc | $17.6M |
MAMastercard Inc-A | $17.5M |
SBUXStarbucks Corp | $17.5M |
VRTXVertex Pharmaceuticals | $17.1M |
JNJJohnson & Johnson | $17.0M |
DC4Dexcom Inc | $17.0M |
HEIHEICO Corp | $16.7M |
PENPenumbra Inc | $16.7M |
HDHome Depot Inc | $16.3M |
FASTFastenal Co | $16.2M |
WDAYWorkday Inc Cl A | $15.9M |
XYLXylem Inc | $15.0M |
GLOBGlobant SA | $14.9M |
STZConstellation Brands Inc Cl A | $14.8M |
PFEPfizer Inc | $13.9M |
ABBVAbbVie Inc | $13.4M |
TSMTaiwan Semiconductor | $12.0M |
CSCOCisco Systems Inc | $12.0M |
CVXChevron Corp | $11.8M |
FLT1EURFleetcor Technologies | $11.8M |
INTCIntel Corp | $11.6M |
PGProcter & Gamble Co | $11.5M |
RMEResMed Inc | $11.5M |
WSTWest Pharmaceutical Services | $11.5M |
EWJJapan Index (ETF) | $11.4M |
MGAMagna Int'l Cl A | $11.2M |
ACNAccenture LTD Cl A | $11.0M |
—Global Pmts Inc | $10.7M |
DISWalt Disney Co | $10.5M |
GILDGilead Sciences Inc | $10.4M |
CRWDCrowdStrike Holdings Inc | $10.3M |
MCDMcDonald's Corp | $10.2M |
ADPAutomatic Data Proc | $10.0M |
GGGGraco Inc | $9.5M |
EUFNiShares MSCI EU Financial | $9.2M |
TCEHYTencent Holdings LTD-UNS ADR | $9.1M |
UNPUnion Pacific Corp | $9.1M |
BKBank of NY Mellon | $9.0M |
AAgilent Technologies | $8.8M |
CMCSAComcast Corp Cl A | $8.7M |
NKENike Inc | $8.7M |
CASYCasey's General Stores | $8.5M |
VTIVanguard US Tot Mkt ETF | $8.5M |
TGTTarget Corp | $8.4M |
CSGPCoStar Group Inc | $8.3M |
ROKRockwell Automation | $8.1M |
CLXClorox Co | $7.8M |
TYLTyler Technologies Inc | $7.8M |
ICLRIcon PLC | $7.7M |
VZVerizon Comm Inc | $7.7M |
TTDThe Trade Desk Inc Cl A | $7.7M |
HDBHDFC Bank Ltd ADR | $7.7M |
EUDGWisdomTree Europe Hedged Eq Fu | $7.6M |
ABTAbbott Labs | $7.5M |
EMREmerson Electric Co | $7.5M |
KOCoca-Cola Co | $7.3M |
—Wal-Mart De Mexico SA Spon ADR | $7.2M |
MMM3M Co | $7.2M |
VEEVVeeva Systems Inc | $7.1M |
KMIKinder Morgan Inc | $7.1M |
WECWEC Energy Group Inc | $6.9M |
BACBank of America | $6.8M |
WYWeyerhaeuser Co | $6.8M |
TRNOTerreno Realty Corp | $6.7M |
—Iron Mountain Inc | $6.7M |
LMTLockheed Martin | $6.6M |
AMGNAmgen Inc | $6.6M |
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