Azimuth Capital Investment Management LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$2.6B
Holdings
300
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (300 positions)
| Stock | Value |
|---|---|
MCDMcDonald's Corp | $8.5M |
BNDVanguard Total Bond Market ETF | $8.4M |
SOSouthern Co | $8.3M |
EWJJapan Index (ETF) | $8.0M |
—Daiichi Sankyo Co LTD Spon ADR | $8.0M |
NSYNICE Systems Ltd | $7.9M |
EUDGWisdomTree Europe Hedged Eq Fu | $7.9M |
AZNAstraZeneca PLC | $7.8M |
ABTAbbott Labs | $7.6M |
CSGPCoStar Group Inc | $7.6M |
PAYXPaychex Inc | $7.5M |
KMIKinder Morgan Inc | $7.4M |
KOCoca-Cola Co | $7.3M |
TEAMAtlassian Corp PLC | $7.2M |
CTVACorteva Inc | $7.2M |
CMECME Group Inc | $7.2M |
—MTU Aero Engines AG | $7.1M |
MDTMedtronic PLC | $7.0M |
—Experian PLC | $7.0M |
AAgilent Technologies | $7.0M |
TGTTarget Corp | $7.0M |
BACBank of America | $6.9M |
—Welltower Inc | $6.8M |
TRVCCitigroup Inc | $6.6M |
IJTiShares S&P Smallcap 600 Growt | $6.6M |
AMDAdvanced Micro Devices | $6.5M |
BMYBristol-Myers Squibb | $6.3M |
BRK/BBerkshire Hathaway Cl B | $6.3M |
RTXRTX Corp | $6.3M |
ROKRockwell Automation | $6.2M |
WYWeyerhaeuser Co | $6.2M |
—DBS Group | $6.1M |
BBYBest Buy Co | $5.9M |
CLXClorox Co | $5.7M |
PFGPrincipal Financial Group | $5.6M |
KMBKimberly-Clark Corp | $5.3M |
LMTLockheed Martin | $5.2M |
—IDEXX Laboratories Inc | $5.1M |
ECLEcolab Inc | $5.1M |
TJXTJX Companies | $5.1M |
IJSiShares S&P Smallcap 600 Value | $5.1M |
—London Stock Exchange | $5.0M |
AMGNAmgen Inc | $4.9M |
AFLAflac Inc | $4.8M |
EADSYAirbus SE | $4.6M |
IWFiShares-Russell 1000 Growth | $4.6M |
CATCaterpillar Inc | $4.5M |
CLColgate-Palmolive Co | $4.5M |
TAT&T Inc | $4.4M |
CHKPCheck Point Software | $4.4M |
HDBHDFC Bank Ltd ADR | $4.4M |
IWDiShares-Russell 1000 Value | $4.3M |
SPLVInvesco S&P 500 Eq Wt ETF | $4.3M |
EFAiShares MSCI EAFE | $4.2M |
—Lonza Group AG | $4.0M |
SHELShell PLC Fun Spon ADR | $4.0M |
ICLRIcon PLC | $3.8M |
VXUSVanguard Total Intl Stk ETF | $3.7M |
—Wal-Mart De Mexico SA Spon ADR | $3.6M |
APDAir Products & Chem | $3.6M |
—Iron Mountain Inc | $3.5M |
CNRCanadian Nat'l Railway | $3.5M |
AXPAmerican Express | $3.4M |
OGM1Cogent Communications Hldgs In | $3.3M |
DASTYDassault Systems SA | $3.3M |
—Capgemini | $3.2M |
—Alphabet Inc Cl C | $3.2M |
UPSUnited Parcel Service | $3.2M |
PSAPublic Storage REIT | $3.0M |
HSYHershey Co | $3.0M |
DOWDow Inc | $3.0M |
HONHoneywell Int'l Inc | $2.9M |
ORealty Income Corp | $2.8M |
TRVTravelers Company Inc | $2.7M |
ORCLOracle Corp | $2.6M |
GNTXGentex Corp | $2.5M |
NSRGYNestle SA ADR | $2.2M |
IWMiShares-Russell 2000 | $2.1M |
AMATApplied Materials Inc | $2.1M |
IJHiShares S&P MidCap 400 | $2.1M |
BRK-B1/100 Berkshire CLA 100=1 BRK | $2.0M |
NDSNNordson Corporation | $2.0M |
INTCIntel Corp | $1.9M |
PNWPinnacle West Cap Corp | $1.9M |
BPBP PLC ADR | $1.8M |
NEOGNeogen Corp | $1.8M |
MSIMotorola Solutions | $1.7M |
TMOThermo Fisher Sci Inc | $1.7M |
NEENextEra Energy | $1.7M |
FFord Motor Co | $1.6M |
QCOMQualcomm Inc | $1.6M |
TTCThe Toro Co | $1.5M |
CMAComerica Inc | $1.5M |
DEDeere & Co | $1.5M |
COPConocoPhillips | $1.4M |
CAHCardinal Health | $1.4M |
BXBlackstone Group Inc | $1.3M |
ABNBAirbnb Inc Cl A | $1.3M |
ETNEaton Corp PLC | $1.2M |
GEGE Aerospace | $1.2M |