Azimuth Capital Investment Management LLC Top Holdings and 13F Report (2024) About Azimuth Capital Investment Management LLCInvestment ActivityAzimuth Capital Investment Management LLC has $2.58 billion in total holdings as of September 30, 2024.Azimuth Capital Investment Management LLC owns shares of 303 different stocks, but just 102 companies or ETFs make up 80% of its holdings.Approximately 8.33% of the portfolio was purchased this quarter.About 7.75% of the portfolio was sold this quarter.This quarter, Azimuth Capital Investment Management LLC has purchased 304 new stocks and bought additional shares in 94 stocks.Azimuth Capital Investment Management LLC sold shares of 162 stocks and completely divested from 15 stocks this quarter.Largest Holdings Apple $107,368,513Microsoft $93,039,286NVIDIA $91,817,168Alphabet $49,740,571Broadcom $44,356,477 Largest New Holdings this Quarter BlackRock, Inc $30,828,691 HoldingT-Mobile US $21,234,650 HoldingNetflix $9,933,326 HoldingAutodesk $9,284,227 HoldingAstraZeneca $3,939,909 Holding Largest Purchases this Quarter Broadcom 231,514 shares (about $39.94M)BlackRock, Inc 32,468 shares (about $30.83M)T-Mobile US 102,901 shares (about $21.23M)Apple 74,440 shares (about $17.34M)UnitedHealth Group 18,162 shares (about $10.62M) Largest Sales this Quarter Martin Marietta Materials 41,762 shares (about $22.48M)Chubb 35,750 shares (about $10.31M)Merck & Co., Inc. 83,802 shares (about $9.52M)Visa 29,679 shares (about $8.16M)Booz Allen Hamilton 49,447 shares (about $8.05M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAzimuth Capital Investment Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$107,368,513$17,344,523 ▲19.3%460,8094.2%Computer and TechnologyMSFTMicrosoft$93,039,286$669,976 ▲0.7%216,2203.6%Computer and TechnologyNVDANVIDIA$91,817,168$6,080,503 ▼-6.2%756,0703.6%Computer and TechnologyGOOGLAlphabet$49,740,571$1,049,830 ▲2.2%299,9131.9%Computer and TechnologyAVGOBroadcom$44,356,477$39,936,165 ▲903.5%257,1391.7%Computer and TechnologyAMZNAmazon.com$41,258,679$181,672 ▲0.4%221,4281.6%Retail/WholesaleMRKMerck & Co., Inc.$40,312,097$9,516,555 ▼-19.1%354,9851.6%MedicalMETAMeta Platforms$38,688,930$405,288 ▼-1.0%67,5861.5%Computer and TechnologyMPWRMonolithic Power Systems$37,642,866$261,633 ▲0.7%40,7171.5%Computer and TechnologyLLYEli Lilly and Company$37,422,106$1,632,787 ▼-4.2%42,2401.5%MedicalAPHAmphenol$35,924,467$94,417 ▲0.3%551,3271.4%Computer and TechnologySYKStryker$34,129,983$290,091 ▼-0.8%94,4751.3%MedicalGDGeneral Dynamics$33,088,180$29,918 ▼-0.1%109,4911.3%AerospaceUNHUnitedHealth Group$31,166,367$10,618,958 ▲51.7%53,3051.2%MedicalPEPPepsiCo$31,105,863$446,211 ▼-1.4%182,9221.2%Consumer StaplesBlackRock, Inc$30,828,691$30,828,691 ▲New Holding32,4681.2%COMNOWServiceNow$30,818,891$770,964 ▼-2.4%34,4581.2%Computer and TechnologyCOSTCostco Wholesale$29,515,832$664,891 ▲2.3%33,2941.1%Retail/WholesaleFIFiserv$29,341,696$9,179,756 ▲45.5%163,3271.1%Business ServicesAXONAxon Enterprise$28,860,710$3,541,655 ▼-10.9%72,2241.1%Industrial ProductsHEIHEICO$26,172,056$395,358 ▲1.5%100,0921.0%AerospaceVVisa$25,580,248$8,160,241 ▼-24.2%93,0361.0%Business ServicesRSGRepublic Services$25,016,630$83,549 ▼-0.3%124,5601.0%Business ServicesIBMInternational Business Machines$24,855,484$518,431 ▼-2.0%112,4281.0%Computer and TechnologySHWSherwin-Williams$24,732,598$108,013 ▼-0.4%64,8011.0%Basic MaterialsWMTWalmart$24,225,773$1,181,290 ▼-4.6%300,0100.9%Retail/WholesaleXOMExxon Mobil$23,958,306$544,251 ▼-2.2%204,3880.9%Oils/EnergyJPMJPMorgan Chase & Co.$23,665,450$613,392 ▼-2.5%112,2330.9%FinanceBAHBooz Allen Hamilton$23,255,963$8,047,994 ▼-25.7%142,8850.9%Business ServicesBKBank of New York Mellon$23,086,031$204,298 ▲0.9%321,2640.9%FinanceTYLTyler Technologies$21,658,347$189,709 ▼-0.9%37,1040.8%Computer and TechnologyTMUST-Mobile US$21,234,650$21,234,650 ▲New Holding102,9010.8%Computer and TechnologyICEIntercontinental Exchange$21,051,390$9,977,672 ▲90.1%131,0470.8%FinanceROSTRoss Stores$20,814,630$234,344 ▲1.1%138,2940.8%Retail/WholesaleABBVAbbVie$20,018,820$258,502 ▲1.3%101,3710.8%MedicalTRNOTerreno Realty$19,592,818$8,599,617 ▲78.2%293,1740.8%FinanceISRGIntuitive Surgical$19,414,499$3,546,969 ▼-15.4%39,5190.8%MedicalXYLXylem$19,264,055$442,223 ▲2.3%142,6650.7%Business ServicesUNPUnion Pacific$18,568,817$681,517 ▼-3.5%75,3360.7%TransportationMAMastercard$18,356,027$1,514,485 ▼-7.6%37,1730.7%Business ServicesHDHome Depot$18,090,199$725,715 ▼-3.9%44,6450.7%Retail/WholesaleCMGChipotle Mexican Grill$17,792,768$1,205,410 ▼-6.3%308,7950.7%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$16,970,685$207,536 ▲1.2%97,7180.7%Computer and TechnologyWDAYWorkday$16,359,339$6,064,301 ▲58.9%66,9340.6%Computer and TechnologySTZConstellation Brands$16,246,839$94,057 ▲0.6%63,0480.6%Consumer StaplesFASTFastenal$16,161,917$1,486,607 ▼-8.4%226,2940.6%Retail/WholesaleJNJJohnson & Johnson$15,952,862$574,179 ▼-3.5%98,4380.6%MedicalSLBSchlumberger$15,634,094$252,581 ▼-1.6%372,6840.6%Oils/EnergyRMDResMed$15,217,220$591,991 ▼-3.7%62,3350.6%MedicalCBChubb$15,169,314$10,309,943 ▼-40.5%52,6000.6%FinancePFEPfizer$13,727,921$89,540 ▼-0.6%474,3580.5%MedicalLinde PLC F$13,533,287$51,501 ▲0.4%28,3800.5%COMEUFNiShares MSCI Europe Financials ETF$13,369,780$174,470 ▲1.3%540,6300.5%ETFNBIXNeurocrine Biosciences$13,293,968$5,642,669 ▲73.7%115,3790.5%MedicalPGProcter & Gamble$13,093,920$235,552 ▼-1.8%75,6000.5%Consumer StaplesCASYCasey's General Stores$12,878,963$292,302 ▲2.3%34,2790.5%Retail/WholesaleRGAReinsurance Group of America$12,542,558$272,120 ▲2.2%57,5690.5%FinanceMMCMarsh & McLennan Companies$12,356,063$283,770 ▲2.4%55,3860.5%FinanceZTSZoetis$12,261,463$277,440 ▼-2.2%62,7570.5%MedicalMDLZMondelez International$12,250,069$632,089 ▼-4.9%166,2830.5%Consumer StaplesPANWPalo Alto Networks$11,856,700$90,235 ▼-0.8%34,6890.5%Computer and TechnologyCDWCDW$11,797,924$6,615,201 ▼-35.9%52,1340.5%Computer and TechnologySBUXStarbucks$11,735,792$1,378,124 ▼-10.5%120,3790.5%Retail/WholesaleASMLASML$11,715,495$353,298 ▲3.1%14,0600.5%Computer and TechnologyCorpay Inc$11,702,228$5,317 ▼0.0%37,4160.5%COMCRMSalesforce$11,612,420$113,863 ▼-1.0%42,4260.5%Computer and TechnologyTCEHYTencent$11,594,904$661,683 ▼-5.4%202,5700.5%Computer and TechnologyCVXChevron$11,594,195$169,214 ▼-1.4%78,7270.5%Oils/EnergyEEMiShares MSCI Emerging Markets ETF$11,401,438$3,868,383 ▲51.4%248,6140.4%FinanceCRWDCrowdStrike$11,359,035$3,683,413 ▼-24.5%40,5000.4%Computer and TechnologyTTDTrade Desk$11,304,367$14,803 ▼-0.1%103,0950.4%Computer and TechnologyMELIMercadoLibre$11,304,248$225,716 ▲2.0%5,5090.4%Retail/WholesaleADPAutomatic Data Processing$11,226,659$297,485 ▼-2.6%40,5690.4%Business ServicesMSCIMSCI$11,199,834$475,671 ▼-4.1%19,2130.4%Computer and TechnologyGLOBGlobant$11,165,387$1,933,648 ▼-14.8%56,3510.4%Computer and TechnologyVZVerizon Communications$11,080,150$1,377,794 ▲14.2%246,7190.4%Computer and TechnologyACNAccenture$10,643,636$775,535 ▼-6.8%30,1110.4%Computer and TechnologyINTUIntuit$10,469,439$6,210 ▼-0.1%16,8590.4%Computer and TechnologyTTNDYTechtronic Industries$10,378,752$110,764 ▼-1.1%136,5230.4%Industrial ProductsDSNKYDaiichi Sankyo$10,367,481$2,936,553 ▲39.5%314,9200.4%MedicalTXNTexas Instruments$10,365,269$2,870,703 ▲38.3%50,1780.4%Computer and TechnologyDISWalt Disney$10,287,424$7,214 ▲0.1%106,9490.4%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$10,246,428$18,405 ▲0.2%36,1860.4%ETFBABoeing$10,214,807$180,471 ▼-1.7%67,1850.4%AerospaceDUKDuke Energy$10,164,963$188,285 ▲1.9%88,1610.4%UtilitiesROPRoper Technologies$10,077,685$262,083 ▲2.7%18,1110.4%Computer and TechnologyVRTXVertex Pharmaceuticals$9,973,176$48,833 ▼-0.5%21,4440.4%MedicalNFLXNetflix$9,933,326$9,933,326 ▲New Holding14,0050.4%Consumer DiscretionaryMCDMcDonald's$9,726,049$243,608 ▼-2.4%31,9400.4%Retail/WholesaleTGTTarget$9,620,926$45,199 ▼-0.5%61,7280.4%Retail/WholesaleSTTState Street$9,527,334$359,984 ▲3.9%107,6900.4%FinanceKOCoca-Cola$9,402,665$68,842 ▲0.7%130,8470.4%Consumer StaplesMMM3M$9,356,085$249,753 ▼-2.6%68,4420.4%Multi-Sector ConglomeratesADSKAutodesk$9,284,227$9,284,227 ▲New Holding33,7020.4%Computer and TechnologyGILDGilead Sciences$9,259,709$47,370 ▲0.5%110,4450.4%MedicalAMDAdvanced Micro Devices$9,102,010$211,499 ▲2.4%55,4730.4%Computer and TechnologyKMIKinder Morgan$9,081,508$712,402 ▼-7.3%411,1140.4%Oils/EnergyBAMBrookfield Asset Management$8,950,578$214,460 ▼-2.3%189,2700.3%FinanceSOSouthern$8,916,097$142,394 ▲1.6%98,8700.3%UtilitiesCSCOCisco Systems$8,689,283$223,524 ▼-2.5%163,2710.3%Computer and TechnologyShowing largest 100 holdings. 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